Marcel Münch
@_mm85
Das Dolce 生活
An American Battery Swap Competitor writing about $NIO As they have partnered up with Stellantis, watch this become the European Battery Swapping “battlefield”. Interesting stats though:
First US Luckin Coffee, in Greenwich Village, Manhattan Iced latte ~ $2
Luckin Coffee, Dali Coming to America soon Soft-Powa!
What a shameless pump, including those front-running the ruling class which they’ve bought. $ETH
ERIC TRUMP SAYS ETHEREUM IS UNDERVALUED Eric Trump signaled support for claims that Ethereum is undervalued, reposting a crypto analyst’s view that ETH should be above $8,000 based on global liquidity trends. Trump simply commented, “I agree.”
Too much passive flows. Why should $NIO stock follow down $TSLA bad earnings and challenging outlook? Just like NIO is not hunting the same opportunities, it also doesn’t face the same challenges as Tesla.
“And lord, please let the processed rare earths keep coming to the United States, and forgive us for sanctioning their industries”
Backstage with the Besties! @DavidSacks @chamath @friedberg @jason
The compute narrative exists solely on Wall Street and will keep going until Market Cap increases will underperform Capex expenditures while fundamental results stagnate. Once those artificial returns work against the narrative, capital will move elsewhere and the narrative ends
If building an AGI required massive compute, then by that logic, the human brain would too. But it doesn't....we get our general intelligence from structure, not raw power. Dojo is impressive hardware, but it's an engine, not a mind. Scaling compute might help train LLMs faster,…
With the L90, for the first time, $NIO may have a product that won’t be matched by the upcoming competitors in terms of price to value.
Do you realise that Rivian's market cap is twice that of $nio? Yet $nio, can drive itself, make its own chips, operates the largest charging network in China, builds cars in dark factories, and sells 10x the cars. Rivian can't even make the infotainment screen, not lag.
Good
China to Ban Resale of New Cars Within Six Months of Registration
When Chinese 担担面 + 🥚 meets Franciacorta in Italy, it is a match!
Once you realize that China is not communist and the USA is not capitalist, the world starts to make a lot more sense.
Man, after the bots in the comments section, they are now coming for my DM inbox. Are we really in the age of AI? Such a trivial problem to solve …
Every customer entering or leaving Costco is bound to be drawn to the massive frunk and trunk space of the ONVO L90 — perfectly aligned with their needs. $NIO
Something strange is going on in Bitcoin land. 2 whales have now sold their entire stacks from 2011.
This is insanity: retail 0DTE option trading is about to hit two-thirds of all daily option volumes. The market is literally a casino now
But, but wireless charging 😭 😭 😭
UBTech shows how its humanoid robot can work 24/7 with autonomous battery swap UBTech's new generation humanoid robot Walker S2 supports battery swap and can autonomously complete battery replacement in 3 minutes without shutting down. cnev.co/Up8e661 👇