$XPEV — FinTwit mentions on Surfaced

$XPEV — FinTwit mentions on Surfaced

Recent mentions

19 mentions

@aleabitoredditJul 12, 2026 · 10:12 AM

So there's a IBK Research report on Boston Dynamics value chains from last month. Just a summary: IBK maps these companies to Atlas as suppliers: - Hwashin (010690) / body, arms, legs - LG Energy (373220) / battery - Hyundai Autoever (307950) / integration - Hyundai Mobis (012330) / actuators As for humanoid volume ramps: They're modeling for, 11.29K in 2028, 20k 2029, 30k in 2030... 40k in 2031, and 50k in 2032. Not quite sure why IBK and other institutions are a fan of linearly modeling S-curve volume ramps... Like adding +10K per year, don't quite think it's volume ramp is going to work like that... if I had to guess it would look more like: - 15-20k 2028 - 40k-70k 2029 - 90k-140k for 2030 Since Boston Dynamics is projecting 30k capacity by 2028 (I'm sure they'd aim to get more online by 2029-2030), as China collectively is already doing 100k EOY in 2026. In terms of competitive landscape they name: - $TSLA, Figure, Apptronik, $CCXI (Agility), as US players. Then Boston Dynamics (Korea parent owned now) - Unitree, Fourier, AGibot, UBtech, $XPEV as the Chinese leaders. - Neura, Pal Robotics, Wandercraft, Oversonic, as the EU leaders. They also did quite a lot of valuation modeling around Hyundai Mobis/Hyundai Autoever/Glovis. Regarding the BD economic ownership from 27.9% from Hyundai Motor, 11.3% from Mobis, and 11.3% from Glovis. So at least institution are valuing humanoid segments inside companies lot more now. Then from report assumptions: - 31 actuators per Atlas - $1K per actuator in 2028 - $134K Atlas ASP, Which implies actuator cost of final selling price is roughly 23–28%. Probably the more interesting statement was IBK stated that actuator capacity is biggest signal for volume ramp. eg. every 310,000 units of actuator capacity supports 10,000 more robots. So tracking actuator outputs, yields, ASP is a cleaner read on 2028-2030 ramp. I didn't have much personal takeaways, but hopefully others find it interesting, maybe around Hwashin as a core supplier or around actuator capacity as an indicator.

@ftr_investorsJul 10, 2026 · 12:18 PM

$XPEV Xpeng has launched the closed beta of its robotaxi service, with CEO He Xiaopeng completing the first ride 🚖🤖 The company plans public pilot operations later this year and targets fully autonomous commercial service without safety operators by early 2027. https://t.co/9DWhSSH5Ef

@itsmichaelluuJul 8, 2026 · 12:37 PM

Every company partnered with $NVDA ⬇️ HYPERSCALE & CLOUD $AMZN (AWS) — $10B+/yr cloud AI infrastructure, training and inference at scale $MSFT (Azure) — $10B+/yr cloud GPU compute for AI workloads $GOOGL — $10B+ Google Cloud AI training and inference $ORCL — $4B+ OCI GPU clusters for AI $META — $10B+ GPUs for AI model training $CRWV (CoreWeave) — $6.3B GPU cloud xAI (Private) — $3B GPU investment for Grok compute ENTERPRISE & INDUSTRY $TSLA — $1B+ Dojo training and self-driving compute OpenAI (Private) — $100B+ multi-year GPU compute commitment $AMZN — $500M+ AI and robotics workloads $BIDU — $1B+ Apollo autonomous driving platform $SIEM.NE — $500M+ AI and industrial digitalization $BMW.NE (BMW) — $200M+ AI factories and autonomous driving $UBER — $300M+ autonomous vehicle development AI SOFTWARE & PLATFORM $MSFT — $10B+ strategic AI software partnership $GOOGL — $10B+ AI frameworks and cloud integration $CSCO — $1B+ AI networking and data center systems $DELL — $1B+ AI servers and integrated systems $HPE — $1B+ AI compute systems partnership AUTOMOTIVE & ROBOTICS $TM (Toyota) — $500M+ next-gen vehicle AI platform $BENZ.NE (Mercedes) — $500M+ AI cockpit and autonomous vehicles $NIO — $100M+ autonomous driving compute $XPEV (XPeng) — $150M+ smart EV platform SEMICONDUCTOR & HARDWARE $TSM (TSMC) — $5B+/yr chip manufacturing $SSNLF (Samsung) — $2B+/yr HBM memory supply $HXSCL (SK Hynix) — $3B+/yr HBM memory supply $MU (Micron) — $2B+/yr memory chips $AMKR (Amkor) — chip packaging and testing FOUNDRY, ASSEMBLY & TEST $TSM (TSMC) — $5B+/yr advanced chip fabrication $AMKR (Amkor) — $1B+ advanced chip packaging $ASX (ASE) — $1B+ packaging and test services $ASX (SPIL) — $500M+ chip assembly and test $ATEYY (Advantest) — $500M+ semi test equipment NETWORKING & INFRASTRUCTURE $ANET (Arista) — $1B+ AI networking switches $AVGO (Broadcom) — $3B+/yr networking chips $MRVL (Marvell) — $1.5B+/yr custom silicon $NOK (Nokia) — $1B+ AI-RAN networking SYSTEM INTEGRATORS & SOLUTIONS $ACN (Accenture) — $3B+ AI services and deployment Deloitte (Private) — $2B+ AI consulting services $IBM — $2B+ watsonx and enterprise AI $CAPMF (Capgemini) — $1B+ AI transformation services PwC (Private) — $1B+ AI implementation services RESEARCH & OPEN ECOSYSTEM MIT / Stanford / Berkeley — $50M+ each in research grants Hugging Face (Private) — $100M+ infrastructure partnership OpenAI (Private) — $100B+ multi-year compute

@aleabitoredditJul 1, 2026 · 5:20 PM

@LedgerJuli19855 I’m aware of $XPEV and other names like Ubtech. Even if I see them having potential (especially the robot AI girlfriend with the latter). Just a personal preference to invest in America with more critical technologies like robotics.

@investmentguru_Jun 28, 2026 · 4:57 PM

The Robotics Bull Run Is Here. Every factory, every warehouse, every hospital, every battlefield, every ocean floor — being rewired with intelligent machines. Not in twenty years. Right now. The investors who map this stack early are the ones who look like geniuses when the world catches up. This is not one sector. This is a civilization-level infrastructure upgrade. And it has layers. It starts with the senses. Before a robot can move or decide, it has to perceive. $AEVA reads velocity, not just distance. $ARBE sees in rain and darkness. $CGNX is the machine vision backbone of industrial automation. $OUST brings LiDAR to scale. $VPG gives machines the ability to feel. $ZBRA ties together the visibility layer across every warehouse on earth. Without this layer, there is no robotics revolution. Then comes the brain. Intelligence that runs at the edge, in real time, without a data center behind it. $AMBA, $AMBQ — fast, cold, embedded silicon. $QCOM extending its dominance into robotics. $PDYN building adaptive AI that learns inside physical machines. And $NVDA sitting above all of it — the GPU backbone that powers every serious robotics program on the planet. Now give it a body. $ALNT builds the drives and motors. $NOVT makes the encoders that tell a robot exactly where every joint is — down to the micron. $KLIC handles precision assembly. $TER tests every chip before it leaves the factory. $LECO automates welding and cutting on industrial floors worldwide. The musculoskeletal system of the robotic age — and it doesn’t get enough attention. Put it to work in the factory. $ROK and $HON are the embedded operating systems of industrial infrastructure — deeply integrated, extraordinarily sticky. $TSLA is building Optimus in the same facilities already pushing the limits of robotic manufacturing. This is where robotics stops being a concept and starts generating real cash flows. Send it into the warehouse. $AMZN is the largest robotic deployment operation in human history. $SYM is reimagining the warehouse from the ground up. $SERV is putting delivery robots on sidewalks today. $ATS is the integration backbone. $ZBRA is the connective tissue. Logistics is where robotics meets revenue at scale. Put it behind the wheel. $AUR is running autonomous trucks on public highways now. $MBLY is the ADAS brain inside millions of vehicles. $TSLA is running a robotaxi network while building a humanoid. $XPEV is developing the IRON humanoid alongside eVTOL. Autonomous mobility is not coming — it’s here. Send it where humans can’t go. $RR’s Dex humanoid is already serving in restaurants and hotels. $KITT and $OII are operating in the deep sea. $FARO brings precision measurement to environments where accuracy is everything. The moats here are built on capability, not price. Take it into the operating room. The most demanding environment on earth — tolerances measured in fractions of a millimeter, stakes measured in human lives. $ISRG is the gold standard. $PRCT is disrupting urology. $SYK and $MDT are embedding robotics into surgery. $OMCL is automating pharmacy. The margin profile here is unlike anything else in the stack. Hand it a weapon. The most well-funded robotics customer on earth is the DoD. $AVAV and $KTOS are the pure-play names. The primes — $LMT, $RTX, $NOC , — are integrating autonomy across every platform and every theater. Governments don’t negotiate on price when national security is on the line. Run the software on top. $PTC manages the digital twin. $PATH and $PEGA bring RPA to enterprise workflows. $PDYN builds the adaptive intelligence layer that keeps learning. Software is where the margins live and the stickiest moats get built. And for broad exposure — $BOT gets you into Figure and Apptronik before they ever hit a public exchange. $ROBO covers the entire value chain in one ticker. Ten layers. Dozens of companies. One unified thesis. Not financial advice.

@investmentguru_May 16, 2026 · 2:53 PM

Play to watch in Physical AI 🤖 Robotics & Automation Humanoids, service robots, warehouse bots, field robotics Core Platforms & Robotics Builders $TSLA – Optimus humanoid platform $XPEV – Humanoid robotics + autonomy $HYMTF – Advanced humanoid R&D $RR – Service & field robotics $SERV – Last-mile delivery robots Warehouse & Logistics Automation $SYM – AI-powered warehouse robotics $AMZN – World’s largest robotics deployment $ZBRA – Vision, tracking, automation infrastructure 🚗 Autonomous Vehicles AI that drives, navigates, and makes real-time decisions Autonomy & Driving Intelligence $TSLA – Full-stack autonomy $XPEV – AI-driven autonomous driving $MBLY – Vision-based autonomy platform $QCOM – Edge AI compute for vehicles Perception for Autonomy $INVZ – Automotive LiDAR $LAZR – Long-range LiDAR $OUST – Digital LiDAR $ARBE – 4D imaging radar 🏭 Smart Factories Industrial robots + AI-driven production systems Industrial Robotics & Control $ABB – Industrial robots & automation $TER – Collaborative robots (cobots) $HON – Industrial controls & sensing $ROK – Factory software & automation Manufacturing Intelligence $PATH – Process automation bridging digital → physical $PLTR – AI-driven industrial decision orchestration 🏥 Healthcare Precision, repeatability, and high-margin Physical AI Medical Robotics & Surgical Systems $ISRG – da Vinci surgical robotics leader $PRCT – Next-gen robotic surgery $SYK – Robotic surgical instruments $MDT – Robotic-assisted medical devices 🛰️ Defense & Space Autonomous systems in high-risk, high-complexity environments Autonomous Defense Platforms $AVAV – Unmanned aerial systems $RCAT – Autonomous drones $UMAC – Tactical autonomous vehicles $ONDS – Secure AI communications Field, Extreme & Space-Adjacent Robotics $OII – Subsea robotics & offshore autonomy $FARO – 3D sensing, mapping & inspection $RR – Robotics for extreme environments 🧠 Foundational Layer (Powers All Categories) Brains behind Physical AI $NVDA – AI compute backbone $AVGO – Custom silicon + AI networking $QCOM – Edge AI processing Physical AI isn’t one sector. It’s a stack deployed across five massive industries, each monetizing autonomy in different ways. Most capital is still chasing software AI. Robotics + real-world deployment is the next leg. Not a financial advice, Like and share if you like .

@aleabitoredditMay 12, 2026 · 11:00 PM

Here's the humanoid exposure crowdsourced list: - $OUST - Rainbow Robotics (277810) - $AMBA - Ubtech Robotics - $MKA - Nextronics - $SYM - Harmonic Drive (6324) - $VPG - Beijing Geekplus - $MBLY - $ARBE - Nabtesco (6268) - $SERV - $HSYDF - Robotstrategy - $ZBRA - $CATL - $ABB - $BOT - Unitree (not public yet) - $LSCC - Esunny Robot (300024) - $NOVT - $RR - $PDY - Hesai (2525) - $SHA.DE - $XBOT - $XPEV - $BAM - $ALNT - 6268.T - $AMBQ - $ATOM - $MRAM - $ISRG - $HLIT - Robosense (2498) - $HG - $ACUVI - $CGNX - $KLIC - $BSL - $AEVA - $AUR - $CTH.V - $IMSR - $NEO - $KDK - $MRLN - $KITT - $INDI - $NOVT Off the top of my head: Harmonic Drive, $OUST, $BOT, $VPG, $MBLY, and Ubtech showed up the most. Will start doing DD into mentions.

@stocksavvyshayMay 9, 2026 · 3:15 PM

10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS 1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim virtual environment before ever taking a real step 2. $PLTR & $ORCL turn robot fleet sensor data into operational intelligence while $PANW & $CRWD secure robot nervous system as fleets scale & attack surface grows 3. $GOOGL, $MSFT, $META & $BIDU provide foundation models that give robots ability to reason, see & act 4. $ARM, $SNPS & $CDNS design chips that power robot brains while $TSM manufactures silicon & $INTC contributes both design & fabrication capacity for edge compute 5. $AMZN, $AAPL, $XPEV & $BABA are building competing robotics ecosystems across consumer, logistics & automation applications 6. $HON & $ROK provide industrial automation & control systems that integrate robots into existing factory infrastructure at scale 7. $MP supplies the rare-earth magnets that power motors & actuators throughout the robot supply chain 8. $QCOM Dragonwing chips handle 5G connectivity & on-device AI for robot coordination while $MBLY & $AMBA provide vision & compute silicon enabling real-time perception 9. $ADI, $TXN, $ON, $STM & $OSS sit closer to physical edge of robotics from analog chips that convert sensor signals, manage power & control motors to rugged AI compute systems that process data in real time 10. $TSLA only company attempting humanoid robots at manufacturing scale with first-generation Optimus production lines being installed at Fremont right now designed for 1M robots/year & Gigafactory Texas being built out for 10M robots/year at a $20-30K target price

@acinvestorblogApr 10, 2026 · 10:47 AM

While our rulers are sleeping on the job of fixing the oil flow issues in the Strait of Hormuz, consumers are being smarter and are already acting. The demand for electric vehicles is impressive. Only those who refuse to see it won’t notice. EVs boom in Europe is happening $TSLA $NIO $XPEV

@investmentguru_Mar 15, 2026 · 1:07 PM

Robotics & Automation Humanoids, service robots, warehouse bots, field robotics Core Platforms & Robotics Builders $TSLA – Optimus humanoid platform $XPEV – Humanoid robotics + autonomy $HYMTF – Advanced humanoid R&D $RR – Service & field robotics $SERV – Last-mile delivery robots Warehouse & Logistics Automation $SYM – AI-powered warehouse robotics $AMZN – World’s largest robotics deployment $ZBRA – Vision, tracking, automation infrastructure

@stocksavvyshayMar 7, 2026 · 1:50 PM

10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS 1. $NVDA is the infrastructure layer for the robotics stack where ever humanoid robot from Tesla Optimus to Boston Dynamics Atlas train in Nvidia’s Isaac Sim virtual environment before ever taking a real step. 2. $TSLA is the only company attempting humanoid robots at manufacturing scale with 1,000+ Optimus units already operating in factories & a long-term ~$25K target price. 3. $GOOGL, $MSFT, $META & $BIDU provide the foundation models that give robots the ability to reason, see & act. 4. $PLTR & $ORCL turn robot fleet sensor data into operational intelligence while $PANW & $CRWD secure the robot “nervous system” as fleets scale & the attack surface grows. 5. $ARM, $SNPS & $CDNS design the chips that power robot brains while $TSM manufactures the silicon & $INTC contributes both design + fabrication capacity for edge compute. 6. $XPEV, $BABA, $AMZN & $AAPL are building competing robotics ecosystems across consumer and logistics applications. 7. $HON & $ROK provide the industrial automation & control systems that integrate robots into existing factory infrastructure at scale. 8. $MP supplies the rare-earth magnets that power motors & actuators throughout the robot supply chain. 9. $ADI, $TXN, $ON & $STM provide the analog semiconductors that bridge the digital brain to the physical world by converting sensor signals, managing power & controlling motors with precision. 10. $QCOM Dragonwing chips handle 5G connectivity & on-device AI for robot coordination while $MBLY & $AMBA provide the vision & compute silicon enabling real-time perception.

@investmentguru_Jan 28, 2026 · 12:49 AM

Play to watch in Physical AI 🤖 Robotics & Automation Humanoids, service robots, warehouse bots, field robotics Core Platforms & Robotics Builders $TSLA – Optimus humanoid platform $XPEV – Humanoid robotics + autonomy $HYMTF – Advanced humanoid R&D $RR – Service & field robotics $SERV – Last-mile delivery robots Warehouse & Logistics Automation $SYM – AI-powered warehouse robotics $AMZN – World’s largest robotics deployment $ZBRA – Vision, tracking, automation infrastructure 🚗 Autonomous Vehicles AI that drives, navigates, and makes real-time decisions Autonomy & Driving Intelligence $TSLA – Full-stack autonomy $XPEV – AI-driven autonomous driving $MBLY – Vision-based autonomy platform $QCOM – Edge AI compute for vehicles Perception for Autonomy $INVZ – Automotive LiDAR $LAZR – Long-range LiDAR $OUST – Digital LiDAR $ARBE – 4D imaging radar 🏭 Smart Factories Industrial robots + AI-driven production systems Industrial Robotics & Control $ABB – Industrial robots & automation $TER – Collaborative robots (cobots) $HON – Industrial controls & sensing $ROK – Factory software & automation Manufacturing Intelligence $PATH – Process automation bridging digital → physical $PLTR – AI-driven industrial decision orchestration 🏥 Healthcare Precision, repeatability, and high-margin Physical AI Medical Robotics & Surgical Systems $ISRG – da Vinci surgical robotics leader $PRCT – Next-gen robotic surgery $SYK – Robotic surgical instruments $MDT – Robotic-assisted medical devices 🛰️ Defense & Space Autonomous systems in high-risk, high-complexity environments Autonomous Defense Platforms $AVAV – Unmanned aerial systems $RCAT – Autonomous drones $UMAC – Tactical autonomous vehicles $ONDS – Secure AI communications Field, Extreme & Space-Adjacent Robotics $OII – Subsea robotics & offshore autonomy $FARO – 3D sensing, mapping & inspection $RR – Robotics for extreme environments 🧠 Foundational Layer (Powers All Categories) Brains behind Physical AI $NVDA – AI compute backbone $AVGO – Custom silicon + AI networking $QCOM – Edge AI processing Physical AI isn’t one sector. It’s a stack deployed across five massive industries, each monetizing autonomy in different ways. Most capital is still chasing software AI. Robotics + real-world deployment is the next leg. Not a financial advice, Like and share if you like .

@aleabitoredditJan 1, 2026 · 5:26 PM

@No1caresellmore It's hard to get direct exposure to interesting robotics companies since they're just divisions in $AMZN, $TSLA, Hyundai KRX: 005380 (Boston Dynamics), and your massive companies. Other interesting ones might be foreign like $XPEV (but I don't invest in companies that advance geopolitical enemy AI/Robotic programs that relate to military). There's some like $RR, but they're nowhere close to the types of verticals I'm looking at.

@aleabitoredditDec 22, 2025 · 6:12 AM

@investingluc @xiaopenghexpeng I stay away from Chinese companies like $XPEV just out of principle of not funding geopolitical opponents. Especially when it comes to military enabling technology like AI and robotics. Otherwise $XPEV and $BYD are both very interesting companies.

@ftr_investorsDec 9, 2025 · 5:56 AM

𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 - #𝟱 𝗕𝗲𝘀𝘁 𝗘𝗹𝗲𝗰𝘁𝗿𝗶𝗰 𝗩𝗲𝗵𝗶𝗰𝗹𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 The nominees are $BYD - BYD $NIO - Nio $QS - QuantumScape $TSLA - Tesla $XPEV - XPeng And the winner in the category Best Electric Vehicle company is..... With 54% of the votes..... Tesla! 🏆 2025 Winner: Tesla - 54% 🥈 Runner-Up: BYD - 42% 🏆 2024 Winner: Tesla 🏆 2023 Winner: Tesla Congrats Tesla with the award for Best Electric Vehicle company 2025! @Tesla

@alfchartsNov 10, 2025 · 9:00 PM

One of the best-looking setups in Chinese equities right now. $XPEV https://t.co/d4Frw62egb

@ftr_investorsNov 5, 2025 · 1:27 PM

$XPEV 3 Robotaxi models coming in 2026 👀 https://t.co/6bi0ZMiCtt

@ftr_investorsNov 5, 2025 · 1:27 PM

$XPEV Xpeng will launch 3 robotaxi models across Chinese cities in 2026 and unveiled a humanoid robot named Iron, set for mass production by year-end. 🤖🚖 Is Xpeng becoming China’s next AI mobility giant? 🤔 https://t.co/QpUsDm3HfA

@photonbullOct 20, 2025 · 1:48 PM

@MMatters22596 $KRKNF > $XPEV