# ![@_mm85 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::100253491.png) @_mm85 Marcel Münch

Marcel Münch posts on X about nio, china, $nio, $tsla the most. They currently have [---------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::100253491/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::100253491/c:line/m:interactions.svg)

- [--] Week [-------] -32%
- [--] Month [-------] +203%
- [--] Months [---------] +14%
- [--] Year [---------] -66%

### Mentions: [--] [#](/creator/twitter::100253491/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::100253491/c:line/m:posts_active.svg)

- [--] Week [--] +14%
- [--] Month [---] +117%
- [--] Months [---] +53%
- [--] Year [---] -29%

### Followers: [---------] [#](/creator/twitter::100253491/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::100253491/c:line/m:followers.svg)

- [--] Week [------] +0.16%
- [--] Month [------] +0.95%
- [--] Months [------] +5.60%
- [--] Year [------] +12%

### CreatorRank: [-------] [#](/creator/twitter::100253491/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::100253491/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[automotive brands](/list/automotive-brands)  [countries](/list/countries)  [stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [travel destinations](/list/travel-destinations)  [celebrities](/list/celebrities)  [cryptocurrencies](/list/cryptocurrencies)  [currencies](/list/currencies)  [social networks](/list/social-networks) 

**Social topic influence**
[nio](/topic/nio) #220, [china](/topic/china) #2800, [$nio](/topic/$nio) #15, [$tsla](/topic/$tsla) #119, [$baba](/topic/$baba), [tesla](/topic/tesla) #682, [li](/topic/li), [$li](/topic/$li), [elon musk](/topic/elon-musk), [$xpev](/topic/$xpev) #43

**Top accounts mentioned or mentioned by**
[@elonmusk](/creator/undefined) [@grok](/creator/undefined) [@mm85](/creator/undefined) [@jas0nyu](/creator/undefined) [@williamlinio](/creator/undefined) [@marnixbelgium](/creator/undefined) [@nioglobal](/creator/undefined) [@cgtynji](/creator/undefined) [@nionordics](/creator/undefined) [@hedgefundtips](/creator/undefined) [@ahernbrendan](/creator/undefined) [@covidnogood](/creator/undefined) [@shaunrein](/creator/undefined) [@dancerinmaya](/creator/undefined) [@leijun](/creator/undefined) [@quackslayerhk](/creator/undefined) [@voxxciv](/creator/undefined) [@pfw2001h](/creator/undefined) [@megatronron](/creator/undefined) [@piersmorgan](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/$tsla) [Alibaba Group (BABA)](/topic/$baba) [Lennox International, Inc. (LII)](/topic/$li) [XPENG INC. (XPEV)](/topic/$xpev) [NVIDIA Corp. (NVDA)](/topic/$nvda) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Apple, Inc. (AAPL)](/topic/$aapl) [Bitcoin (BTC)](/topic/bitcoin) [XIAOMI CORP (XIACF)](/topic/$xiacf) [XNET Mobile (XNET)](/topic/$xnet) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [DeepSeek (DEEPSEEK)](/topic/deepseek) [Starbucks Corporation (SBUX)](/topic/$sbux) [Advanced Micro Devices (AMD)](/topic/$amd) [ARK Innovation ETF (ARKK)](/topic/$arkk) [SPX6900 (SPX)](/topic/$spx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"😂😂 the world will be stunned by the great Trump Xi deal which theyll discuss and make when they meet in person again. Trump on Xi: I have always had a very good relationship with Xi. He is an incredible man. What he has done is amazing. He is highly respected by everybody. Our relationship was severely interrupted by Covid I used to call it the China virus but he said "do you think you could https://t.co/Rtjhv4Nosi Trump on Xi: I have always had a very good relationship with Xi. He is an incredible man. What he has done is amazing. He is highly respected by everybody. Our relationship was"  
[X Link](https://x.com/_mm85/status/2014026463041712346)  2026-01-21T17:25Z 41.1K followers, [----] engagements


"China through European Glasses 😎: From un-investible to un-avoidable. $HSI $BABA $KWEB $NIO $DXY $QQQ $SPY $JD https://app.dongxii.com/c/macro-geopolitics-other/regime-shift-8e889b0a-3ec6-4989-8e66-1b94cef2d733 https://app.dongxii.com/c/macro-geopolitics-other/regime-shift-8e889b0a-3ec6-4989-8e66-1b94cef2d733"  
[X Link](https://x.com/_mm85/status/2014104997584162982)  2026-01-21T22:37Z 41.1K followers, [----] engagements


"So why do we still have a risk premium on Chinese equities if we accept it for US stocks BREAKING: Pension funds in Sweden Denmark and Finland say the risk premium on U.S. stocks bonds and the dollar has risen prompting some to sell U.S. Treasuries per Reuters BREAKING: Pension funds in Sweden Denmark and Finland say the risk premium on U.S. stocks bonds and the dollar has risen prompting some to sell U.S. Treasuries per Reuters"  
[X Link](https://x.com/_mm85/status/2014467581990613263)  2026-01-22T22:37Z 41.1K followers, [----] engagements


"RT @plantmath1: Europe has a lot of room to grow in both earnings and multiple expansion if they deregulate and reform. Has to be led by Ge"  
[X Link](https://x.com/anyuser/status/2014469466415841791)  2026-01-22T22:45Z 41.1K followers, [--] engagements


"RT @NewsWire_US: Germany Urged to Pull $100B+ Gold from U.S. Vaults as Trust in Washington Collapses Bild"  
[X Link](https://x.com/_mm85/status/2014471612750258664)  2026-01-22T22:53Z 41.1K followers, [----] engagements


"RT @DeItaone: 🚨 BIG NORTHERN EUROPEAN INVESTORS SAY THEY ARE INCREASINGLY WARY OF HOLDING U.S. ASSETS"  
[X Link](https://x.com/_mm85/status/2014474096579395653)  2026-01-22T23:03Z 41.1K followers, [---] engagements


"RT @CnEVPost: China not about to approve Tesla FSD soon state media report says A Chinese government source indicated that China will not"  
[X Link](https://x.com/_mm85/status/2014691258057244932)  2026-01-23T13:26Z 41.1K followers, [--] engagements


"RT @nikodem_js: Americans have more capital than brains; Europe has more brains than capital. This led in the recent decades to the phenome"  
[X Link](https://x.com/_mm85/status/2015411759557779828)  2026-01-25T13:09Z 41.1K followers, [---] engagements


"RT @WarveleyViolet: @Megatron_ron I can see why European countries embraced US tech so enthusiastically. These companies offered the best p"  
[X Link](https://x.com/_mm85/status/2015466506344153152)  2026-01-25T16:47Z 41.1K followers, [--] engagements


"RT @FirstSquawk: Volkswagen AG wont go ahead with a planned Audi factory in the US unless automotive tariffs are reduced CEO Oliver Blume"  
[X Link](https://x.com/_mm85/status/2015552005146558963)  2026-01-25T22:26Z 41.1K followers, [---] engagements


"RT @The_Real_ITDUDE: MAGA learns about tariffs. 🌈"  
[X Link](https://x.com/_mm85/status/2016121327631933473)  2026-01-27T12:09Z 41.1K followers, [----] engagements


"RT @teslaownersSV: 🚨NEWS: Lemonade now gives 50% insurance discount in Arizona for drivers using Tesla FSD (Supervised) More states will b"  
[X Link](https://x.com/_mm85/status/2016139371095744610)  2026-01-27T13:20Z 41.1K followers, [---] engagements


"😳 Here's a short video from our founder Zhilin Yang. (It's his first time speaking on camera like this and he really wanted to share Kimi K2.5 with you) https://t.co/2uDSOjCjly Here's a short video from our founder Zhilin Yang. (It's his first time speaking on camera like this and he really wanted to share Kimi K2.5 with you) https://t.co/2uDSOjCjly"  
[X Link](https://x.com/_mm85/status/2016166184681427118)  2026-01-27T15:07Z 41.1K followers, [----] engagements


"@Marnix_Belgium True"  
[X Link](https://x.com/_mm85/status/2016253676113777053)  2026-01-27T20:55Z 41.1K followers, [---] engagements


"RT @NIOSwapInfo: Summary for [--] Jan Cumulative Swaps: [--------] Past 24h: [------] Top [--] cities: Shanghai: [-----] Beijing: [----] Hangzh"  
[X Link](https://x.com/anyuser/status/2016256233276096590)  2026-01-27T21:05Z 41.1K followers, [--] engagements


"Someone is not decoupling with whom we thought hed would $DXY $HSI $QQQ"  
[X Link](https://x.com/_mm85/status/2016259525762850892)  2026-01-27T21:18Z 41.1K followers, [----] engagements


"@Marnix_Belgium Haha no worry my Belgian friend. Hey when can we enter France again via your fast-track. Was really handy"  
[X Link](https://x.com/_mm85/status/2016268059980259333)  2026-01-27T21:52Z 41.1K followers, [---] engagements


"@Marnix_Belgium (I suppose that was too dark of a humour)"  
[X Link](https://x.com/_mm85/status/2016268572440383934)  2026-01-27T21:54Z 41.1K followers, [--] engagements


"@Marnix_Belgium NEIN"  
[X Link](https://x.com/_mm85/status/2016274382889308425)  2026-01-27T22:17Z 41.1K followers, [--] engagements


"@Marnix_Belgium 😂😂😂 Time to open a bottle of wine together Marnix. China or Europe Where will it be"  
[X Link](https://x.com/_mm85/status/2016275893820248505)  2026-01-27T22:23Z 41.1K followers, [--] engagements


"RT @SkyNews: BREAKING: British citizens will now be able to travel to China without needing to get a visa the government has confirmed. T"  
[X Link](https://x.com/_mm85/status/2016907512604160230)  2026-01-29T16:13Z 41.1K followers, [----] engagements


"Hmhmhm $TSLA"  
[X Link](https://x.com/_mm85/status/2016967946338197800)  2026-01-29T20:13Z 41.1K followers, [----] engagements


"Almost as if the same people are long $BTC"  
[X Link](https://x.com/_mm85/status/2016968311783805073)  2026-01-29T20:14Z 41.1K followers, [----] engagements


"@AFpost @grok is this a legit Epstein file document Why appears only now"  
[X Link](https://x.com/_mm85/status/2017357036674060366)  2026-01-30T21:59Z 41.1K followers, 17.1K engagements


"In the light of US blacklisting of CATL and Tencent its clear that the next target must be Nongfu Spring Ultimately we cant rule out PLA soldiers are drinking water and this company is therefore supporting Chinese military. http://9633.HK http://9633.HK"  
[X Link](https://x.com/_mm85/status/1877321510601265229)  2025-01-09T11:48Z 41.3K followers, [----] engagements


"Just as Luckin Coffee enters the US. $LK $LKNCY"  
[X Link](https://x.com/_mm85/status/1955322466219262298)  2025-08-12T17:36Z 41.2K followers, [----] engagements


"Why Stock at or near All Time High. Investors in German WireCard or US Enron dont have this recovery story 🤫🫣 $LKNCY @commonsenseplay I invested in Luckin Coffee. Never again will I trust the Chinese. @commonsenseplay I invested in Luckin Coffee. Never again will I trust the Chinese"  
[X Link](https://x.com/_mm85/status/1994110950236991838)  2025-11-27T18:27Z 41.3K followers, [----] engagements


"@piersmorgan You are almost owning the US already. I am sure China is willing to sell you the rest of it "  
[X Link](https://x.com/_mm85/status/2012645299655680331)  2026-01-17T21:56Z 41.3K followers, 196.8K engagements


"My Battery Swapping & Business Model Predictions for 2026: 📺👉 $NIO https://app.dongxii.com/c/patreon-lounge/swap-stations-will-be-co-invested-by-nio-users-d9b55308-fa53-403f-8521-b034bcd4f053 https://app.dongxii.com/c/patreon-lounge/swap-stations-will-be-co-invested-by-nio-users-d9b55308-fa53-403f-8521-b034bcd4f053"  
[X Link](https://x.com/_mm85/status/2016151774483058925)  2026-01-27T14:10Z 41.1K followers, [----] engagements


"$NVDA CEO Huang paying $NIO a visit I doubt that is the case. NIO may no longer have the need for Nvidia chips and will phase them out in the long run and rely on their self-developed chips. Probably just signing a fan autogram of someone who happens to drive NIO"  
[X Link](https://x.com/_mm85/status/2016492707972034657)  2026-01-28T12:45Z 41.2K followers, 19.6K engagements


"What will be Huaweis strategy for humanoid robotics Guesses"  
[X Link](https://x.com/_mm85/status/2018340070344851801)  2026-02-02T15:05Z 41.3K followers, [----] engagements


"Weve met Chinese Robots in Europe"  
[X Link](https://x.com/_mm85/status/2018386610295853357)  2026-02-02T18:10Z 41.2K followers, [----] engagements


"Interesting that Sam getting offensive just when xAI merges"  
[X Link](https://x.com/_mm85/status/2018829520347042241)  2026-02-03T23:30Z 41.2K followers, [----] engagements


"Ex $AMZN Robotics Leader now Founder explains his views on importance of swappable batteries for robots for maximising utilisation"  
[X Link](https://x.com/_mm85/status/2019175329076552082)  2026-02-04T22:24Z 41.2K followers, [----] engagements


"Infographics by @ItsMeeeeeeReal Link: https://nioswaps.com/ https://nioswaps.com/"  
[X Link](https://x.com/_mm85/status/2019782678271164740)  2026-02-06T14:38Z 41.3K followers, [----] engagements


"Today is our day $NIO investors Cheers and no regrets 😅 When youre up 5% after an 80% loss https://t.co/41x3b2Zapk When youre up 5% after an 80% loss https://t.co/41x3b2Zapk"  
[X Link](https://x.com/_mm85/status/2019787790779662568)  2026-02-06T14:58Z 41.2K followers, [----] engagements


"@NIOGlobal @Jas0nYu Give a raise to that graphic designer who came up with the idea to make the zeros an indefinite swap analogy 👏"  
[X Link](https://x.com/_mm85/status/2019798197988655342)  2026-02-06T15:39Z 41.2K followers, [----] engagements


"@LowAlphaHighVol Northern Italy (Alpi Orobie Ponte di Legno Presena Glacier) Better food more snow more affordable. Europe"  
[X Link](https://x.com/_mm85/status/2019804690712785041)  2026-02-06T16:05Z 41.2K followers, [---] engagements


"@Cc4261968182821 @Megatron_ron @grok Amazing thanks @grok shame on you All that capex and compute for an incorrect answer"  
[X Link](https://x.com/_mm85/status/2019878028780953797)  2026-02-06T20:57Z 41.3K followers, [----] engagements


"Epstein is very likely to be alive. Since we now apparently live in a reality where the most bizarre possibility is what is real we have to inform you that Jeffrey Epsteins Fortnite account is live and active in Israel multiple times in the last year alone. https://t.co/MVGQ6ErZda Since we now apparently live in a reality where the most bizarre possibility is what is real we have to inform you that Jeffrey Epsteins Fortnite account is live and active in Israel multiple times in the last year alone. https://t.co/MVGQ6ErZda"  
[X Link](https://x.com/_mm85/status/2019878343953510577)  2026-02-06T20:58Z 41.2K followers, [----] engagements


"Dont fall for the official explanations by Fortnite. Pressure is high. 🚨 Breaking - Epstein's Alleged "littlestjeff1" account has also registered a Warthunder account on (https://t.co/TtItNysOhA) just [--] Year [--] days after his confirmed death using the email (Jeevacation@gmail.com). What stands out is that by that time the username wouldn't have https://t.co/MMCAJ2Sknv 🚨 Breaking - Epstein's Alleged "littlestjeff1" account has also registered a Warthunder account on (https://t.co/TtItNysOhA) just [--] Year [--] days after his confirmed death using the email (Jeevacation@gmail.com). What stands"  
[X Link](https://x.com/_mm85/status/2019880484910875077)  2026-02-06T21:06Z 41.2K followers, [----] engagements


"@grok @daeroner @Megatron_ron Grok is dumb as f*ck @_mm85 @Cc4261968182821 @Megatron_ron Thanks for the link. After checking the email does appear in the DOJ's Epstein Data Set [--] (EFTA00813315.pdf) with the quoted phrase. My previous response was incorrectappreciate the correction I'm updating my knowledge. @_mm85 @Cc4261968182821 @Megatron_ron Thanks for the link. After checking the email does appear in the DOJ's Epstein Data Set [--] (EFTA00813315.pdf) with the quoted phrase. My previous response was incorrectappreciate the correction I'm updating my knowledge"  
[X Link](https://x.com/_mm85/status/2019911016906170424)  2026-02-06T23:08Z 41.3K followers, [--] engagements


"@Oldtimertrades ByteDance alone likely beats META cashflow. (While META is not really a startup / unicorn . but hey you want to play)"  
[X Link](https://x.com/_mm85/status/2019932354182021490)  2026-02-07T00:32Z 41.3K followers, [----] engagements


"@MrLukasTang @LowAlphaHighVol Coooome on it is not the same ;) La Dolce Vita"  
[X Link](https://x.com/_mm85/status/2019935075706556856)  2026-02-07T00:43Z 41.3K followers, [--] engagements


"@MaileOnX @elonmusk @JessePeltan @grok are these email excerpts really in the Epstein files"  
[X Link](https://x.com/_mm85/status/2020196598182015375)  2026-02-07T18:02Z 41.3K followers, [---] engagements


"@IBD_ECarson True. I said it now a couple of times: Trump Xi meeting will have some very unexpected deals as an outcome A big beautiful deal between the US and China is coming. EV just one puzzle piece"  
[X Link](https://x.com/_mm85/status/2020245190465007839)  2026-02-07T21:16Z 41.3K followers, [----] engagements


"@DC_Draino @elonmusk So Elon keeps on publicly fighting with Hoffman (regarding Epstein but also other stuff) but ironically it was at a Hoffman dinner that Musk was with Epstein Someone make it make sense"  
[X Link](https://x.com/_mm85/status/2020251177301238219)  2026-02-07T21:39Z 41.3K followers, [----] engagements


"@JaySidh22054556 @DC_Draino @elonmusk Elborate"  
[X Link](https://x.com/_mm85/status/2020253843691565368)  2026-02-07T21:50Z 41.3K followers, [---] engagements


"I wonder why Epstein would mail this photo to himself"  
[X Link](https://x.com/_mm85/status/2020258945135427937)  2026-02-07T22:10Z 41.2K followers, [----] engagements


"@BackupJeffx What is he expecting Talking about Europe like sh*t then going there for leisure and wants standing ovations or what"  
[X Link](https://x.com/_mm85/status/2020260359614132288)  2026-02-07T22:16Z 41.3K followers, [----] engagements


"So you are saying $NIO is turning the profit corner exactly at the same spot in time where $TSLA historically did - and might follow their trajectory Too funny I had to borrow the chart of the NIO shorts for this one as it now works against them. BREAKING: Nio expects adjusted profit to reach up to $172 million in Q4 This will mark Nio's first quarterly adjusted operating profit (non-GAAP). https://t.co/u6mkAypUXK 👇 BREAKING: Nio expects adjusted profit to reach up to $172 million in Q4 This will mark Nio's first quarterly adjusted operating profit (non-GAAP). https://t.co/u6mkAypUXK 👇"  
[X Link](https://x.com/_mm85/status/2019356085778542657)  2026-02-05T10:23Z 41.3K followers, 33.4K engagements


"Chinese unicorns founded since [----] now generate $706B annually. $166B more than their American counterparts. Yet China doesnt have even [--] company valued 1T USD (publicly maybe ByteDance is privately). Thats the gap that could close over the long-term. $KWEB $BABA $HSI"  
[X Link](https://x.com/_mm85/status/2019380424351629614)  2026-02-05T11:59Z 41.3K followers, 156.2K engagements


"We @dongxii_com bought this Humanoid Robot from Unboxing soon to see how far we can vibe code it: int main() std::cout "Hello World 🤖"; return 0; 🚨 If my X account becomes even weirder than usual then Chinese AGI has taken over Run 🫡"  
[X Link](https://x.com/anyuser/status/2019794043765424577)  2026-02-06T15:23Z 41.3K followers, [----] engagements


"More $NIO ES8 been sold in China in January this year than $TSLA Model Y Let that sink in"  
[X Link](https://x.com/_mm85/status/2021872320382664836)  2026-02-12T09:01Z 41.3K followers, 34.4K engagements


"$NIO Pilot going from Shanghai to Suzhou (100km) in fast-forward. Tesla #FSD Beta inner-city videos in the US are more impressive to watch but the functionalities shown by NIO are on par with what Tesla offers in China for now. Posted by German NIO ES8 owner Frank Schlenstedt"  
[X Link](https://x.com/_mm85/status/1358382828740829185)  2021-02-07T11:51Z 41.3K followers, [---] engagements


"This Xiaomi SU7 car is on fire 🔥 $XIACY http://1810.HK http://1810.HK"  
[X Link](https://x.com/_mm85/status/1798292470004064386)  2024-06-05T09:55Z 41.3K followers, 69.2K engagements


"Xiaomi $XIACY and Kingsoft Cloud $KC amongst other Chinese cloud names enjoy an AI-led rally - in Xiaomis case even on the (imho dangerous) GPU purchase hype. Yet Alibaba $BABA gets none of that Makes no sense to me. http://1810.HK http://1810.HK"  
[X Link](https://x.com/_mm85/status/1874072387345670569)  2024-12-31T12:37Z 41.3K followers, [----] engagements


"Xiaomi looking to raise 5.3B USD. $XIACF $XIACY http://1810.HK http://1810.HK"  
[X Link](https://x.com/_mm85/status/1904134754502332604)  2025-03-24T11:34Z 41.3K followers, [----] engagements


"Once $NIO can mass produce its self-designed chip to a major extent domestically the vehicle margin impact will be very significant"  
[X Link](https://x.com/_mm85/status/1978492640782864687)  2025-10-15T16:06Z 41.3K followers, 11.2K engagements


"Week [--] in Review: - Patreon Network Migration - China Markets sentiment and what moves Chinese stock currently - How to destroy the Short Seller Narrative on $NIO Battery Swapping - $TCOM as a potential buy the dip idea - Portfolio Update 📺 https://app.dongxii.com/c/patreon-lounge/week-3-in-review-china-markets-nio-swapping-tcom-portfolio-6d586550-ad9f-40cd-bb8e-6fd0448905fa https://app.dongxii.com/c/patreon-lounge/week-3-in-review-china-markets-nio-swapping-tcom-portfolio-6d586550-ad9f-40cd-bb8e-6fd0448905fa"  
[X Link](https://x.com/_mm85/status/2012558495220932906)  2026-01-17T16:11Z 41.3K followers, [----] engagements


"Looks like $NIO is making improvements to leasing rates in Germany. ET5 now available at [---] EUR / month on short lease. The problem with NIOs Germany sales long have been about the structural disadvantages of their financing rates vs competition"  
[X Link](https://x.com/_mm85/status/2016172995773899199)  2026-01-27T15:34Z 41.3K followers, 10.6K engagements


"Seeing and hearing lots of genuine praise for the latest NIO World Model release by Chinese users. Seems to be a big step up in how the car handles and how natural it feels also vs competition. $NIO"  
[X Link](https://x.com/_mm85/status/2018242103608742164)  2026-02-02T08:36Z 41.3K followers, [----] engagements


"Tesla Domestic China Sales YoY -5% 2024: 657K 2025: 625K NIO Sales YoY +46% 2024: 222K 2025: 326K If [----] Tesla stays stagnant at 625K and NIO does another +40% year theyll get to 456K deliveries. At this point $NIO would be 70% of a $TSLA China in volume"  
[X Link](https://x.com/_mm85/status/2018356117730890205)  2026-02-02T16:09Z 41.3K followers, [----] engagements


"Explaining the valuation premium of $XPEV over $NIO 📺👉 $TSLA https://app.dongxii.com/c/patreon-lounge/why-market-pays-a-premium-to-xpeng-over-nio-3e489b3c-4e70-4a7c-ba3a-59a7d600f678 https://app.dongxii.com/c/patreon-lounge/why-market-pays-a-premium-to-xpeng-over-nio-3e489b3c-4e70-4a7c-ba3a-59a7d600f678"  
[X Link](https://x.com/_mm85/status/2019034972724797854)  2026-02-04T13:07Z 41.3K followers, [----] engagements


"@RealMeetMatt Why SpaceX only creates 15ish B revs"  
[X Link](https://x.com/_mm85/status/2019385416751706292)  2026-02-05T12:19Z 41.3K followers, [----] engagements


"Europe needs to De-Risk from US Tech asap. US Tech CEO like $NET Cloudflares @eastdakota have already publicly threatened Europe to stop (part) of their services. Thats even before receiving any top down orders from the Administration. Just imagine $AMZN AWS switch flips off"  
[X Link](https://x.com/_mm85/status/2019417319202578757)  2026-02-05T14:26Z 41.3K followers, [----] engagements


"@Megatron_ron @grok is this a real Epstein document"  
[X Link](https://x.com/_mm85/status/2019869922608693455)  2026-02-06T20:24Z 41.3K followers, 116.8K engagements


"@Chefd3543 @NIOGlobal @Jas0nYu A swap station can do about [---] swaps per day but it varies by station generation and opening times etc. So yeah the network could to close to 300K swaps a day theoretically. I think cumulative round about 1M NIO Group cars on the road"  
[X Link](https://x.com/_mm85/status/2019870736194982020)  2026-02-06T20:28Z 41.3K followers, [--] engagements


"@Cc4261968182821 @Megatron_ron @grok Got a link"  
[X Link](https://x.com/_mm85/status/2019873435749380527)  2026-02-06T20:38Z 41.3K followers, [----] engagements


"@HeywoodFloyd10 Alibaba is not a Unicorn startup thus not included in the list. We are talking about companies like ByteDance which by the way has very high margins. (Oh and those ICs get manufactured in Taiwan btw)"  
[X Link](https://x.com/_mm85/status/2019933184939684041)  2026-02-07T00:36Z 41.3K followers, [----] engagements


"Itll only improve from here"  
[X Link](https://x.com/_mm85/status/2021259712386179530)  2026-02-10T16:27Z 41.3K followers, [----] engagements


"@derPrivatgrund Chinese (Kuaishou)"  
[X Link](https://x.com/_mm85/status/2021338115827466660)  2026-02-10T21:38Z 41.3K followers, [--] engagements


"@xsaltwedgex Tesla China Sales are down last year and have had an even worse start this year. $TSLA sales will be going down again this year. Tesla Domestic China Sales YoY -5% 2024: 657K 2025: 625K NIO Sales YoY +46% 2024: 222K 2025: 326K If [----] Tesla stays stagnant at 625K and NIO does another +40% year theyll get to 456K deliveries. At this point $NIO would be 70% of a $TSLA China in volume. Tesla Domestic China Sales YoY -5% 2024: 657K 2025: 625K NIO Sales YoY +46% 2024: 222K 2025: 326K If [----] Tesla stays stagnant at 625K and NIO does another +40% year theyll get to 456K deliveries. At"  
[X Link](https://x.com/_mm85/status/2022063273798197470)  2026-02-12T21:40Z 41.3K followers, [--] engagements


"Autonomous delivery in China (just saw Neolix got swappable batteries 🔋) Companies active in that business: Meituan $MPNGF Jingdong $JD Li Auto $LI Alibaba $BABA http://2618.HK http://3690.HK http://2618.HK http://3690.HK"  
[X Link](https://x.com/_mm85/status/1482834548920619013)  2022-01-16T21:58Z 41.3K followers, [--] engagements


"Xiaomi Car http://1810.HK http://1810.HK"  
[X Link](https://x.com/_mm85/status/1736793890949095802)  2023-12-18T17:01Z 41.3K followers, [----] engagements


"$NIO Hold on. Let me swap in our [---] kWh 1000km+ hybrid solid state battery"  
[X Link](https://x.com/_mm85/status/1765323981219909810)  2024-03-06T10:30Z 41.3K followers, 11.4K engagements


"There is a false narrative established by those who are shorting Big China Tech that companies in the premium segment are suffering due a lack of Chinese consumption. This affects $JD $NIO etc. and pumps $PDD. Yet $JD has tripled its average EPS between [----] and today"  
[X Link](https://x.com/_mm85/status/1765355620289429862)  2024-03-06T12:35Z 41.3K followers, 13.7K engagements


"Xiaomi looks toppy imho. $XIACF $XIACY http://1810.HK http://1810.HK"  
[X Link](https://x.com/_mm85/status/1894853886701134091)  2025-02-26T20:55Z 41.3K followers, [----] engagements


"Whispers are XPengs flying vehicle ambitions are a dead end. $XPEV"  
[X Link](https://x.com/_mm85/status/2018354062425551343)  2026-02-02T16:01Z 41.3K followers, [----] engagements


"@piloly I know Tesla focusses on exports beginning of the month and I think there was also some exhaustion after a big end-of-year push. Meanwhile the bigger story here is that the ES8 is one of the most premium models of NIO. It is not really their mass market product"  
[X Link](https://x.com/_mm85/status/2021887589356126585)  2026-02-12T10:02Z 41.3K followers, [---] engagements


"@SinnerReformed1 NIO doesnt work with the dealer model. Xiaomi and XPeng do"  
[X Link](https://x.com/_mm85/status/2021894816905445829)  2026-02-12T10:31Z 41.3K followers, [---] engagements


"Imho MicroStrategy $MSTR will kiss that green line again at some point. Maybe around [--] USD. Already down -78% now. $BTC"  
[X Link](https://x.com/_mm85/status/2019428420187484640)  2026-02-05T15:10Z 41.3K followers, [----] engagements


"Who would have thought that $NIO profitability announcement would shock the markets and send them crashing. Hedges off 😅 THE S&P [---] HAS LOST $750 BILLION IN MARKET CAP SO FAR TODAY 🔻 🔴 $SPX -1.27% https://t.co/KQrXDnFC4j THE S&P [---] HAS LOST $750 BILLION IN MARKET CAP SO FAR TODAY 🔻 🔴 $SPX -1.27% https://t.co/KQrXDnFC4j"  
[X Link](https://x.com/_mm85/status/2019446321707426249)  2026-02-05T16:21Z 41.3K followers, [----] engagements


"This post only got 20K views despite high engagement. Not even most of my followers have seen it let alone others. So you are saying $NIO is turning the profit corner exactly at the same spot in time where $TSLA historically did - and might follow their trajectory Too funny I had to borrow the chart of the NIO shorts for this one as it now works against them. https://t.co/2luezyMBBs So you are saying $NIO is turning the profit corner exactly at the same spot in time where $TSLA historically did - and might follow their trajectory Too funny I had to borrow the chart of the NIO shorts for this"  
[X Link](https://x.com/_mm85/status/2019763860341665816)  2026-02-06T13:23Z 41.3K followers, [----] engagements


"@Davidrejll I do know how they work. They are going down on almost every metric. I own $TSLA Tesla Domestic China Sales YoY -5% 2024: 657K 2025: 625K NIO Sales YoY +46% 2024: 222K 2025: 326K If [----] Tesla stays stagnant at 625K and NIO does another +40% year theyll get to 456K deliveries. At this point $NIO would be 70% of a $TSLA China in volume. Tesla Domestic China Sales YoY -5% 2024: 657K 2025: 625K NIO Sales YoY +46% 2024: 222K 2025: 326K If [----] Tesla stays stagnant at 625K and NIO does another +40% year theyll get to 456K deliveries. At this point $NIO would be 70% of a $TSLA China in"  
[X Link](https://x.com/_mm85/status/2021939725431714113)  2026-02-12T13:29Z 41.3K followers, [---] engagements


"$NIO just hit [---------] swaps completed. Comes at the time where theyll post a profitable quarter. Yet the narrative out there is swapping doesnt scale or work financially. By now this narrative only shows the business interests of others rather than reflecting reality"  
[X Link](https://x.com/_mm85/status/2019782588752089186)  2026-02-06T14:37Z 41.3K followers, 12.7K engagements


"Has there ever been a bigger swing in the bottom line of a company $NIO net losses Q1 -930M Q2 -700M Q3 -500M Q4 +150M Basically a $1B swing in profitability metrics within a very short time period 🤯"  
[X Link](https://x.com/_mm85/status/2020442833199497696)  2026-02-08T10:21Z 41.3K followers, 36.4K engagements


"Hello MacMini my ol fren Ive come to talk with you again"  
[X Link](https://x.com/_mm85/status/2021541731205075130)  2026-02-11T11:08Z 41.3K followers, [----] engagements


"Fun fact: The Humanoid Robot Ive bought from China has equal the compute of Tesla Model [--] ( [---] TOPS) (Ive unboxed it yesterday. Stay tuned) $TSLA We @dongxii_com bought this Humanoid Robot from Unboxing soon to see how far we can vibe code it: int main() std::cout "Hello World 🤖"; return 0; 🚨 If my X account becomes even weirder than usual then Chinese AGI has taken over Run 🫡 https://t.co/kJl9s1YHT0 We @dongxii_com bought this Humanoid Robot from Unboxing soon to see how far we can vibe code it: int main() std::cout "Hello World 🤖"; return 0; 🚨 If my X account becomes even weirder than"  
[X Link](https://x.com/_mm85/status/2021937657883013273)  2026-02-12T13:21Z 41.3K followers, [----] engagements


"The only insight and reporting worthy information attached to this news is that someone leveraging their Pentagon / Government connections to cover an obvious short position. PENTAGON ADDS ALIBABA TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BYD TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BAIDU TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON NAMES COSCO AMONG COMPANIES AIDING CHINESE MILITARY PENTAGON LISTS HUAWEI AMONG PENTAGON ADDS ALIBABA TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BYD TO LIST OF CHINESE FIRMS AIDING MILITARY PENTAGON ADDS BAIDU TO LIST OF"  
[X Link](https://x.com/_mm85/status/2022315253405520236)  2026-02-13T14:21Z 41.3K followers, [----] engagements


"@Alberti1Berisha Doesnt matter anyways"  
[X Link](https://x.com/_mm85/status/2022317315124060173)  2026-02-13T14:29Z 41.3K followers, [---] engagements


"@Arno_Lacompte Yeah said it before"  
[X Link](https://x.com/_mm85/status/2022336869493813347)  2026-02-13T15:47Z 41.3K followers, [---] engagements


"Today Volkswagen AG CEO Herbert Diess visited $NIO"  
[X Link](https://x.com/_mm85/status/1095967848009289728)  2019-02-14T08:47Z 32.8K followers, [--] engagements


"Damn $tslaq was totally right: #model3 quality issues severe and got revealed in #China 😂 @vincent13031925 @elonmusk @tesla (Found in WeChat Group Source is #Douyin user 1989662174) #emobility #EV"  
[X Link](https://x.com/_mm85/status/1109117014164078592)  2019-03-22T15:37Z 32.8K followers, [---] engagements


"#Chinese electric cars already on the #Autobahn Had the chance to sit in one of $NIO's ES8 here in Berlin Germany. Here are some impressions Thanks @NIOGlobal #blueskycoming #electricmobility #EVs #China #startup #disruption #automotive #tesla $tsla #VW #etron #taycan #model3"  
[X Link](https://x.com/_mm85/status/1110903370712317953)  2019-03-27T13:56Z 32.8K followers, [--] engagements


"Been to #tesla Gigafactory [--] in #Shanghai & can confirm they are already installing tools inside. Saw @BoschGlobal machinery been put up. Also spoke to workers (I speak Chinese) they said aiming to finish by August. #China speed Video soon #model3 $tsla $tslaq #tslaq"  
[X Link](https://x.com/anyuser/status/1138055072024322050)  2019-06-10T12:07Z 41.3K followers, [---] engagements


"LOL latest $tslaq conspiracy is that #GF3 is a fake factory and only a warehouse. Wont age well . Meanwhile enjoy the pic of a locally produced Model [--] which I shot in Shanghai last week. #Tesla $tsla"  
[X Link](https://x.com/_mm85/status/1202553567464153088)  2019-12-05T11:41Z 32.9K followers, [--] engagements


"Anyone investing in $LK or $SBUX should watch this tonight to understand the fundamentals of the competition in #China https://youtu.be/e-nhYhe2_1Q https://youtu.be/e-nhYhe2_1Q"  
[X Link](https://x.com/_mm85/status/1224832306092892162)  2020-02-04T23:09Z 32.8K followers, [--] engagements


"I like crashing markets. Just picked up some cheap $SQ $NIO $DIS $ILMN. Thanks #coronavirus hysteria"  
[X Link](https://x.com/_mm85/status/1231953051491143680)  2020-02-24T14:44Z 32.9K followers, [--] engagements


"Long $SBUX $LK @MiriamTheobald Just walked into a Starbucks and it is packed with everyone working from home due to virus. Kind of defeats the purpose of not going into an office. Just walked into a Starbucks and it is packed with everyone working from home due to virus. Kind of defeats the purpose of not going into an office"  
[X Link](https://x.com/_mm85/status/1237398359209639936)  2020-03-10T15:22Z 32.8K followers, [--] engagements


"WOW look at that futures flip: Was -4% on average a couple of minutes ago. Now some shorts will be burned at least for today it seems $SPY #marketcrash #coronaviruscrash"  
[X Link](https://x.com/_mm85/status/1242064713166532618)  2020-03-23T12:24Z 32.8K followers, [--] engagements


"So BitCoin $BTC is doing exactly what the FED had in mind for the markets when they opened the money printer. 🧐 #vshaperecovery"  
[X Link](https://x.com/_mm85/status/1242207341996580865)  2020-03-23T21:51Z 32.8K followers, [--] engagements


"Luckin Coffee $LK (green) vs Starbucks $SBUX (lila) searches on WeChat. [--] Mio searches peak for $LK. Luckin app now reporting more than 6K store locations ($SBUX 4K). Stock is halted as Goldman Sachs is unloading stock for collateral"  
[X Link](https://x.com/_mm85/status/1248150372734173184)  2020-04-09T07:26Z 32.9K followers, [--] engagements


"Tesla as now officially launched an Alibaba TMall store selling online to Chinese consumer via the Alibaba ecosystem"  
[X Link](https://x.com/_mm85/status/1250741275755716609)  2020-04-16T11:02Z 32.9K followers, [--] engagements


"Now joining $NIO Earnings Call looking for more clarity about: [--]. Status of Hefei Deal and closing terms [--]. Cash Cash Cash Cash [--]. How much working capital was already spent in Q1 to ramp the massive Q2 expected deliveries [--]. Wall Street will questions abt margins"  
[X Link](https://x.com/_mm85/status/1265975493037260801)  2020-05-28T11:57Z 32.8K followers, [--] engagements


"Maybe someone can explain . #Tesla $TSLA"  
[X Link](https://x.com/_mm85/status/1272782457528561664)  2020-06-16T06:45Z 32.8K followers, [--] engagements


"Wirecard $WCAGY a German $LK Luckin Just waiting for the peeps saying: Not going to invest into German stocks. All fraud And Trump to delist German stocks from US exchanges. Guess what it wont happen. Just a German fintech missing 2Bn EUR. I bought calls 😱😅"  
[X Link](https://x.com/_mm85/status/1273677809236525056)  2020-06-18T18:03Z 38.8K followers, [--] engagements


"Still cant believe ARK missed that $NIO boat. We are in year [--] and NIO will almost certainly do that 40K deliveries. Right now they are at 5K monthly production with [--] line. 2nd line is being installed and factory has 150K capacity. (1/2) #NIO How quickly can EV factories scale In China With experience Vertically integrated vs outsourced https://t.co/0vfKasE86I How quickly can EV factories scale In China With experience Vertically integrated vs outsourced https://t.co/0vfKasE86I"  
[X Link](https://x.com/_mm85/status/1301278206218166273)  2020-09-02T21:57Z 32.9K followers, [--] engagements


"@alex_avoigt Meanwhile a $NIO battery swapping and supercharging station (Not a #NIO house ()) in Suzhou China having a Kindergarden and coffee bar. Dont mess with the Chinese when it comes to service experience 🤷🏻♂"  
[X Link](https://x.com/_mm85/status/1302315531257753601)  2020-09-05T18:39Z 32.8K followers, [--] engagements


"Aaaand there we go break and spike. $NIO Excuse my drawing skillz $NIO may well squeeze that wedge with the first sign of market bounce after todays FAKE $NDX slump by MM. Bought short-term calls. https://t.co/aFSNuZLd27 $NIO may well squeeze that wedge with the first sign of market bounce after todays FAKE $NDX slump by MM. Bought short-term calls. https://t.co/aFSNuZLd27"  
[X Link](https://x.com/_mm85/status/1303689596660744193)  2020-09-09T13:39Z 32.8K followers, [--] engagements


"Lucky my 10X investment strategy in my @TradeRepublicDE account worked out. In the beginning of this year I put 1K EUR fuck off money into this account to test some strategies. This is not my normal investment portfolio. I use other broker for serious. Dont try this at home"  
[X Link](https://x.com/_mm85/status/1306147796622422016)  2020-09-16T08:27Z 32.9K followers, [--] engagements


"$HMI new products: "In the past [--] years we have served more than [---] million users By building a complete set of cloud terminal and core infrastructure to meet the needs of a large number of users. The retro trend Amazf. https://stocktwits.com/marcelmuench/message/245346061 https://stocktwits.com/marcelmuench/message/245346061"  
[X Link](https://x.com/_mm85/status/1308332218134167552)  2020-09-22T09:08Z 39.5K followers, [--] engagements


"Interestingly @elonmusk sounds negative about Vehicle-to-Grid technology during #BatteryDay. So I think $NIO could jump in here connecting #Chinas Grid to their battery swapping stations leveraging [---] kWh each while #Tesla focuses on MegaPacks and PowerWalls instead. (7/8)"  
[X Link](https://x.com/_mm85/status/1309595698472587264)  2020-09-25T20:48Z 32.9K followers, [--] engagements


"#Batteryday shows that $TSLA just enabled new ways to tap into HUGE new markets Tesla will become more resilient to competition and international woes and they are THE benchmark on cost of production AND batteries. $NIO innovates the China business model & scales FAST (8/8)"  
[X Link](https://x.com/_mm85/status/1309595706936750082)  2020-09-25T20:48Z 32.8K followers, [--] engagements


"Interesting SMICY . one of the most hurt stocks by US-China relations up 4% in a bloody red shark tank. Investors rethinking Chinese equities Next week well find out. I have no position"  
[X Link](https://x.com/_mm85/status/1322255412163448833)  2020-10-30T19:13Z 32.9K followers, [--] engagements


"Today $NIO has overtaken BMW in market cap without even owning a factory. The power of business model innovation"  
[X Link](https://x.com/_mm85/status/1323722684249919489)  2020-11-03T20:24Z 32.9K followers, [---] engagements


"Square $SQ +65% Who bought the dip Similar to last Ronie situation Square $SQ gets beaten down too much. It will be one of the safer stocks in the future in contrast to most other US stocks. Buying opportunity Similar to last Ronie situation Square $SQ gets beaten down too much. It will be one of the safer stocks in the future in contrast to most other US stocks. Buying opportunity"  
[X Link](https://x.com/_mm85/status/1324026471166468098)  2020-11-04T16:31Z 32.8K followers, [--] engagements


"Chinese autonomous truck startup Inceptio raises $120M from CATL. Inceptio is a portfolio company of NIO Capital. $NIO Capital is a stand-alone Venture Arm of NIO with Chairman Li Bin. CATL & NIO are founding partners of the Battery Asset Management entity for NIOs BaaS"  
[X Link](https://x.com/_mm85/status/1326128136828776448)  2020-11-10T11:42Z 32.8K followers, [--] engagements


"That was fun. Bought the Square dip with 23' calls Loaded up Meituan stock. This one still hasnt bounced sitting at support. RSI good too. Buyers should be coming in"  
[X Link](https://x.com/_mm85/status/1326204886686568454)  2020-11-10T16:47Z 32.8K followers, [--] engagements


"Is big tech in #China doomed because of new antitrust rules Why $BABA $TCHEY Meituan lost 10% market cap Why Id rather worry about the likes of $PDD and think there is a misunderstanding by investors & this creates an opportunity. Details: https://www.patreon.com/posts/is-big-tech-43813505utm_medium=clipboard_copy&utm_source=copy_to_clipboard&utm_campaign=postshare https://www.patreon.com/posts/is-big-tech-43813505utm_medium=clipboard_copy&utm_source=copy_to_clipboard&utm_campaign=postshare"  
[X Link](https://x.com/_mm85/status/1326819429058043904)  2020-11-12T09:29Z 32.8K followers, [--] engagements


"Apparently this baking cat () on Chinese Douyin (TikTok) is celebrating [--] years battery swapping with a special cake. The cat has 7M follower so I guess its free marketing for $NIO"  
[X Link](https://x.com/_mm85/status/1331714980375310338)  2020-11-25T21:42Z 32.8K followers, [---] engagements


"Instead of Doordash $DASH look to Meituan $MPNGF $MPGNY"  
[X Link](https://x.com/_mm85/status/1337051354402070528)  2020-12-10T15:07Z 39.7K followers, [--] engagements


"60M $NIO offering confirmed. Follows $TSLA $LI and $XPEV Pressure has gotten too high. From an investor perspective: What weighs more: Competitive disadantage vs. dilution Probably right move first thought still: Do it in January. But yeah I get it market risk too high. Pressure grows on $NIO to make an offering & raise cash. They dont need it. Li Bin said they wont do it. But $TSLA $LI $XPEV all did it without need. It becomes a disadvantage if NIO doesnt follow. 🤨 Tricky situation. I hope they do it in strenght & wait for NIO Day. Pressure grows on $NIO to make an offering & raise cash."  
[X Link](https://x.com/_mm85/status/1337162376513265664)  2020-12-10T22:28Z 32.9K followers, [--] engagements


"400 Million people in China use🔋power bank rental services at malls restaurants airports and train stations etc. More than two-thirds of users are under [--] years old. Meituan $MPNGF once ditched the business model now is back rolling out batteries"  
[X Link](https://x.com/_mm85/status/1349366066099728385)  2021-01-13T14:41Z 32.8K followers, [--] engagements


"@crypto_moss_ @discord @reddit @WSBChairman @mirror_protocol absolutely"  
[X Link](https://x.com/_mm85/status/1354847066426658827)  2021-01-28T17:41Z 32.8K followers, [--] engagements


"$HMI How long does your $AAPL or $FIT or $GRMN watch last Battery life is a game changer for user adoption & health data collection. Huami $HMI Amazfit GTS holds a month (vertically integrated Chipset & software):"  
[X Link](https://x.com/_mm85/status/1356588475307470849)  2021-02-02T13:01Z 32.8K followers, [--] engagements


"EV Sales are soaring in Shanghai during Chinese New Year. Usually Feb is quiet this year is different because of COVID & less travel. A store is reportedly selling [---] vehicles / day which is a 50% increase YoY. This should be good for $NIO and $TSLA February sales"  
[X Link](https://x.com/_mm85/status/1363039354013310978)  2021-02-20T08:14Z 32.9K followers, [---] engagements


"My next stock purchases going to be in HKD at Hong Kong Stock Exchange. Helps me to risk against USD further declining & stock manipulation like $BIDU. Look how @meituan is up +5% on good earnings while $TIGR got trashed on great earnings today. Easy to do with brokers like: Youre in the EU and sick of our mediocre brokers Ive good experience w/ Chinese $TIGR - No signup probs as German citizen - Slick UI/UX - All stocks incl. US- & HK-listed Chinese - US-Options - ARK & TQQQ - Great news & company data My link 😏 https://t.co/vodop6cybC https://t.co/L2etMpgSM3 Youre in the EU and sick of our"  
[X Link](https://x.com/_mm85/status/1375494898271543299)  2021-03-26T17:08Z 38.7K followers, [--] engagements


"$F buying into $NIO infrastructure is proof it is a platform business model. Just study where Li Bin is coming from. Hes an internet entrepreneur not a manufacturing guy. Cars are just the install base. Network effect is going to be epic"  
[X Link](https://x.com/_mm85/status/1381974016836177923)  2021-04-13T14:14Z 32.9K followers, [---] engagements


"Today $F has partnered up with $NIO on charging. Next: Brands that will partner up with NIO to get access to NIO Life. Western brand will beg to get access & featured in NIO App. NIO will disrupt what $BABA failed at: Premium Cross-Border E-Commerce. Billions in the making"  
[X Link](https://x.com/_mm85/status/1382078638334558211)  2021-04-13T21:09Z 32.8K followers, [---] engagements


"Epic Battery Swap Bottle Opener 😅 Lets crack a NOMI Beer shall we (Yes NIOs digital assistant has its own beer brand) Imho $NIO Life will grow to the size of a typical European ecommerce platform like Zalando $ZAL.DE and Farfetch $FTCH"  
[X Link](https://x.com/_mm85/status/1382658470265114633)  2021-04-15T11:34Z 37K followers, [---] engagements


"Meituan $MPNGY dip imho wont last for long. Regulations and investigations scare investors but ultimately wont affect business. In contrary their new Robo-Delivery fleet will half delivery cost and increase margins. http://3690.HK http://3690.HK"  
[X Link](https://x.com/_mm85/status/1387033825369378820)  2021-04-27T13:20Z 32.8K followers, [--] engagements


"Shanghai cloned using Epics Unreal Engine - amazing case study for smart city applications. I have a position in Unity $U which is widely adopted in Chinas gaming sector"  
[X Link](https://x.com/_mm85/status/1389869607050223617)  2021-05-05T09:08Z 32.9K followers, [--] engagements


"Baidus $BIDU EV ambitions shaping up Jidu is not their only involvement in the industry. In a [----] Patreon post I pointed out their investment in Weltmeister WM Motors. Very affordable car with core digital assets & autonomy features. Rumored to adopt battery swapping. Baidu's car-making arm Jidu Auto starts 3D modeling for its models https://t.co/wlurJRhAQe Baidu's car-making arm Jidu Auto starts 3D modeling for its models https://t.co/wlurJRhAQe"  
[X Link](https://x.com/_mm85/status/1399640196728201216)  2021-06-01T08:13Z 32.8K followers, [--] engagements


"@Blockworks_ Fixed this: Weibo $WB is rather like Twitter $TWTR Id say $BILI is the YouTube of China (totally different story though) $BIDU is not a bloody search engine WeChat is so much more than Whatapp #Bitcoin is #Bitcoin. DCEP is something else and $BTC wasnt banned cos of it"  
[X Link](https://x.com/_mm85/status/1412523629930332164)  2021-07-06T21:27Z 38.7K followers, [--] engagements


"The first autonomous Chinese vehicles have arrived in Germany ;) Local food chain REWE and Vodafone are going to launch an autonomous Kiosk for buying snacks. Same vehicles are used by Meituan Dianping in China. If you want to buy one let me know I have connections 😊"  
[X Link](https://x.com/_mm85/status/1412892814342594571)  2021-07-07T21:54Z 32.9K followers, [--] engagements


"This is my last $NIO video. Im outta here 👋 📺👉 Have fun staying poor (of course this is clickbait) $BIDU $BABA $DAO $TAL $EDU $ZEPP $XNET $JD $PDD investors may find this interesting too ;) https://youtu.be/OXfQwiOaVNY https://youtu.be/OXfQwiOaVNY"  
[X Link](https://x.com/_mm85/status/1418662040953032706)  2021-07-23T19:59Z 32.9K followers, [--] engagements


"😳 #Meituan at target 😳 - Minimum wage & working times are enforced The SAMR note also says: - Promote smart devices & robots - Development of smart wearables Imho we will see accelerated shift to robo-delivery & wearable tech. Opportunity for Meituan & maybe even $ZEPP"  
[X Link](https://x.com/_mm85/status/1419599005974208516)  2021-07-26T10:02Z 32.8K followers, [--] engagements


"🚨📉🔴 I bought one of these stocks today: #Tencent -10% $TCEHY #Alibaba -7% $BABA #Meituan -13% $MPGNY $MPNGF Huge opportunity & big misinterpretations about the extent of Chinese regulations & crackdown 📺👉 Ill explain: https://youtu.be/4N5HtwlHb_M http://3690.HK https://youtu.be/4N5HtwlHb_M http://3690.HK"  
[X Link](https://x.com/_mm85/status/1419779781629992965)  2021-07-26T22:00Z 32.8K followers, [--] engagements


"Xi Jinping cracking down on $PINS after earnings"  
[X Link](https://x.com/_mm85/status/1421150348643733505)  2021-07-30T16:47Z 32.9K followers, [--] engagements


"Somehow I knew @BaillieGifford would be able to see through the fog 👇 Baillie Gifford bought the dip in Meituan. 🔥 I mentioned in some videos before that I also see $MPNGY $MPNGY as an opportunity from here. Utmost respect for their investing style http://3690.HK @_mm85 Famous $NIO investment firm Baillie Gifford bought the dip of Meituan 🤔 https://t.co/wDS5404OUe http://3690.HK @_mm85 Famous $NIO investment firm Baillie Gifford bought the dip of Meituan 🤔 https://t.co/wDS5404OUe"  
[X Link](https://x.com/_mm85/status/1425163555494637574)  2021-08-10T18:34Z 32.8K followers, [--] engagements


"To the GIC manager (investing Singapores foreign reserves) who visited my LinkedIn: Take a deep look at this decades sector-defining names: Blockchain Cloud Edge: $XNET Healthcare: $ZEPP China-Made Premium consumption: $NIO AI & Health: $BIDU Logistics Super App: Meituan"  
[X Link](https://x.com/_mm85/status/1429824832594747395)  2021-08-23T15:16Z 32.8K followers, [--] engagements


"Good call by James Wang @Jamesomino back in [----] $NFLX"  
[X Link](https://x.com/_mm85/status/1429839537950367744)  2021-08-23T16:14Z 32.8K followers, [--] engagements


"#Meituan CEO Wang Xing posts on Wechat: Meituan consists of two words. = beauty; = group together. Meituans inherent values are common prosperity. Q2 earnings call emphasised work conditions for delivery riders e.g. via tech (drones robots) http://03690.HK http://03690.HK"  
[X Link](https://x.com/_mm85/status/1432799165428506624)  2021-08-31T20:15Z 32.8K followers, [--] engagements


"Luckin Coffee CFO cleaning up accounting fraud and brings Luckin back to IPO valuation NOT the headline of our popular mainstream media outlets of choice. Guess it doesnt fit the narrative. $LK $LKNCY"  
[X Link](https://x.com/_mm85/status/1440293555767955460)  2021-09-21T12:35Z 38.8K followers, [--] engagements


"Any news how the German fraud cleanup regardine Wirecard $WCAGY is going If a Chinese fraud can come back surely the diligent Germans must be doing very good. No Oh. Anyways China is evil and all fraudulent scams"  
[X Link](https://x.com/_mm85/status/1440295308836028416)  2021-09-21T12:42Z 38.8K followers, [--] engagements


"Lucid $LCID starting delivieries next month. Finally real-world tests. Lets see if they kept promise"  
[X Link](https://x.com/_mm85/status/1442963432534331392)  2021-09-28T21:24Z 32.9K followers, [--] engagements


"Robo-Delivery taking off in e-commerce China. Companies to watch: Alibaba $BABA JD $JD Meituan Im only long Meituan. http://3690.HK http://3690.HK"  
[X Link](https://x.com/_mm85/status/1443619937269002242)  2021-09-30T16:53Z 32.9K followers, [--] engagements


"Chinese Netizen Reaction to Facebook name change: #Meta turns FANG into MAGA. Make America Great Again $META $FB #Metaverse"  
[X Link](https://x.com/_mm85/status/1454086986155896835)  2021-10-29T14:05Z 32.8K followers, [--] engagements


"China leading autonomous delivery. Long #Meituan $MPNGY http://03690.HK http://03690.HK"  
[X Link](https://x.com/_mm85/status/1458010068499189764)  2021-11-09T09:54Z 32.9K followers, [--] engagements


"🔴 New video covering: - Capital misallocation between $XPEV and $NIO - Why $NIO Stock has underperformed short-term - Illegal naked short selling activity - Debunking China macro FUD themes Watch it here 📺👉 (And smart comments that get it 👇👇) https://youtu.be/jvG3qLNZNs8 https://youtu.be/jvG3qLNZNs8"  
[X Link](https://x.com/_mm85/status/1462046428042346507)  2021-11-20T13:13Z 32.8K followers, [--] engagements


"The MacBook on wheels I doubt it. Fun renderings though 😅 $AAPL $TSLA $NIO"  
[X Link](https://x.com/_mm85/status/1462503069036470279)  2021-11-21T19:27Z 32.8K followers, [--] engagements


"Interview with Li Bin back in [----] talking about long-term plans and how the short selling mechanism in the US affects the company. $NIO"  
[X Link](https://x.com/_mm85/status/1466744248376733704)  2021-12-03T12:20Z 32.9K followers, [---] engagements


"Carson Block's Muddy Waters Andrew Left's Citron Research among others being investigated. Criminal probe into short selling at potentially improperly coordinated trades and insider trading. In July Block said that he expects a wave of delistings for Chinese ADRs. $LK $LKNCY"  
[X Link](https://x.com/_mm85/status/1469404955027066885)  2021-12-10T20:33Z 32.8K followers, [---] engagements


"Interesting naked short selling activity in $XNET and $ZEPP recently. And also in $NIO around 3rd of December just before the 25% drop"  
[X Link](https://x.com/_mm85/status/1470813976107827209)  2021-12-14T17:52Z 32.8K followers, [--] engagements


"Invesco Golden Dragon China Tech Stocks $PGJ vs. Nasdaq US Tech Stocks $NDX $QQQ Will this gap be filled"  
[X Link](https://x.com/_mm85/status/1480606904435019778)  2022-01-10T18:26Z 32.9K followers, [--] engagements


"Meituan starts drone food delivery in Shenzhen Delivery becomes contactless as people can access hubs via QR code where it will be kept warm 🍲 Meituan invests heavily in fully autonomous robodelivery. $MPNGF $MPNGFY http://03690.HK http://03690.HK"  
[X Link](https://x.com/_mm85/status/1481262872508436488)  2022-01-12T13:52Z 32.8K followers, [--] engagements


"Who wins the Waimai (ordering out food delivery) battle in China  backed by Alibaba $BABA (👕) recently seems to lose ground against Meituan (yellow shirts). Ultimately the delivery guys may have to find a new career (maybe rapping 🎤 ) as robodelivery rises"  
[X Link](https://x.com/_mm85/status/1481287923051999249)  2022-01-12T15:32Z 32.6K followers, [--] engagements


"Hide and seek: Global investors should no longer overweight the U.S. stock market strategists at HSBC say even as they retain their preference for risky assets despite a rocky start to the year. $BABA $BIDU $NIO $JD $PDD $KWEB $PGJ"  
[X Link](https://x.com/_mm85/status/1484139487764652035)  2022-01-20T12:23Z 32.8K followers, [---] engagements


"Peloton investors calling themselves lucky they have PCAOB accounting oversight to protect their investment. $PTON"  
[X Link](https://x.com/_mm85/status/1484228960233967618)  2022-01-20T18:18Z 32.9K followers, [--] engagements


"We want to continue to expand our investment capabilities because as we look ahead in China we see opportunities in pension in cross-border investments in ESG and in continued market opening up and liberalization - Invesco"  
[X Link](https://x.com/_mm85/status/1489263515168763905)  2022-02-03T15:44Z 32.8K followers, [--] engagements


"New $NIO SUV coming: The ES7. Unveil in April deliveries starting within this year already. Most importantly: Will be based on NT [---] platform like the ET5 and ET7 and therefore have the same autonomous driving features and upgraded hardware set inside and outside"  
[X Link](https://x.com/_mm85/status/1493495224898834432)  2022-02-15T07:59Z 32.8K followers, [---] engagements


"Quick take on the impacts of the $NIO ES7 being launched already this year based on NT2.0 platform. 📺👉 🚨 https://youtu.be/KYf1YMPuzm0 https://youtu.be/KYf1YMPuzm0"  
[X Link](https://x.com/_mm85/status/1493516790709768192)  2022-02-15T09:25Z 32.8K followers, [--] engagements


"Geo flows today. $KWEB $BABA $NIO $JD $BIDU"  
[X Link](https://x.com/_mm85/status/1494333232032092166)  2022-02-17T15:29Z 32.9K followers, [--] engagements


"Hmhm . not too thrilled about US venturing into CBDC. Canada has shown that even democratic governments do not shy away from freezing assets of unwelcome protests and different opinion. CBDC will turbocharge government leverage over citizens. Thats why #Bitcoin is important"  
[X Link](https://x.com/_mm85/status/1501554016379183110)  2022-03-09T13:42Z 32.6K followers, [--] engagements


"Always good to see @ahern_brendan CIO at @KraneShares and his rational takes amidst all negativity and fear. Not many out there who take such views. The week ended on a high note for $KWEB $CWEB"  
[X Link](https://x.com/_mm85/status/1504913205965070339)  2022-03-18T20:10Z 32.8K followers, [--] engagements


"When I said I am pretty sure Chinese entrepreneurs impacted by new regulations will pivot and find new revenue streams I surely didnt expect this type of a pivot. From education to semiconductor chip maker . just mental 😂 $EDU (shoutout to @celeryfamous for the heads-up)"  
[X Link](https://x.com/_mm85/status/1506911426451058689)  2022-03-24T08:30Z 32.9K followers, [--] engagements


"Just learned China Post yes thats the state-owned postal service is venturing into the Coffee business to provide a better user experience. Just think about it: [-----] post offices [----] Starbucks $SBUX stores [----] Luckin Coffee $LKNCY stores Imho smart & innovative"  
[X Link](https://x.com/_mm85/status/1507321780788252699)  2022-03-25T11:41Z 32.8K followers, [--] engagements


"If Meituan does +56% Year over Year in revenues during the toughest crack down and hostile policy environment what can they do in a normal year once their growth pivots and new initiatives kick in $MPNGY http://3690.HK http://3690.HK"  
[X Link](https://x.com/_mm85/status/1507332327252402178)  2022-03-25T12:23Z 32.8K followers, [--] engagements


"🔴 My $NIO Q4 Earnings (Call) Re-Cap. Including remarks about Meituan and other China curiosities. 📺👉 Thanks for watching and sharing $MPNGY http://3690.HK https://youtu.be/UWn6MN_tpgg http://3690.HK https://youtu.be/UWn6MN_tpgg"  
[X Link](https://x.com/_mm85/status/1507341891251195920)  2022-03-25T13:01Z 32.9K followers, [--] engagements


"🤔 How will XPeng solve these issues 📺👉 A quick look at Q4 and margins. https://youtu.be/kPogAS8XdEg https://youtu.be/kPogAS8XdEg"  
[X Link](https://x.com/_mm85/status/1508782749720657926)  2022-03-29T12:26Z 32.9K followers, [--] engagements


"🔴 Pre-Market news around: - Finance sector: $FUTU $TIGR - Livestreaming: $HUYA $BILI Kuaishou - China Delisting $NIO and more 📺👉 https://youtu.be/QOc10eDoQmw https://youtu.be/QOc10eDoQmw"  
[X Link](https://x.com/_mm85/status/1509124020607799300)  2022-03-30T11:02Z 32.8K followers, [--] engagements


"China ETF Fund Manager: Hopefully History Repeats $NIO & $BABA Investors Better Watch the full video: 📺👉 As $KWEB @KraneShares CIO @ahern_brendan shares views on delisting share buybacks & more $CWEB $PDD $JD $FUTU $TIGR $WB $XPEV $BIDU $BILI https://youtu.be/U3Qj-Gx8vHc https://youtu.be/U3Qj-Gx8vHc"  
[X Link](https://x.com/_mm85/status/1509588066691862532)  2022-03-31T17:46Z 37.5K followers, [---] engagements


"CSRC turning rhetorics into action. $BABA $NIO $JD $BIDU $KWEB $CWEB"  
[X Link](https://x.com/_mm85/status/1510194555399856133)  2022-04-02T09:56Z 32.8K followers, [---] engagements


"The FED is behind the curve battling inflation. China still has meaningful room to ease. $KWEB $PGJ $QQQ $NDX $SPX $SPY"  
[X Link](https://x.com/_mm85/status/1512344307528835074)  2022-04-08T08:19Z 32.8K followers, [--] engagements


"Did a weekly KraneShares $KWEB China Internet performance recap with @ahern_brendan. Weve briefly discussed catalysts and risks. 📺 Watch it here 👉 $BIDU $JD $NIO $BABA $PDD $FUTU $CWEB https://youtu.be/fuUHfWqJNYM https://youtu.be/fuUHfWqJNYM"  
[X Link](https://x.com/_mm85/status/1513192490903425030)  2022-04-10T16:29Z 32.8K followers, [--] engagements


"🔴 Charles Munger caught paper handing Alibaba $BABA 🧻🤲 Im not convinced. 📺👉 $KWEB $CWEB $PGJ https://youtu.be/mExrqahts3Q https://youtu.be/mExrqahts3Q"  
[X Link](https://x.com/_mm85/status/1513653271323422727)  2022-04-11T23:00Z 32.9K followers, [--] engagements


"🎶 You got to pump it up Don't you know Pump it up You got to pump it up Don't you know Pump it up You got to pump it up 🎶 Brendan and I discussed rate cuts and China easing policies in this video: 📺👉 $KWEB $BABA $NIO $PGJ $BIDU $JD $CWEB https://youtu.be/SByfjimnObU https://youtu.be/SByfjimnObU"  
[X Link](https://x.com/_mm85/status/1514920272956211204)  2022-04-15T10:55Z 32.8K followers, [--] engagements


"Brendan called the RRR cut yesterday . as did many HK and Mainland Investors. Watch the full discussion and weekly $KWEB wrap-up on our YouTube channel (link below) $NIO $BABA $CWEB $PGJ $PDD $QQQ $SPY $NDX"  
[X Link](https://x.com/_mm85/status/1514985377894916096)  2022-04-15T15:13Z 32.8K followers, [--] engagements


"🕵🏻♂Interesting detail Todays meeting minutes by CSRC outline how stable capital markets are pre-requisite to a good environment for the successful convening of the 20th National Congress of the CPC this year. Unsurprisingly they urge institutions to load up. $KWEB $NIO $BABA"  
[X Link](https://x.com/_mm85/status/1517128331149332484)  2022-04-21T13:09Z 32.9K followers, [--] engagements


"Chinese consumer preferences are shifting away from large foreign brands towards more China-centric brands also known as "Guochao." $NIO $LNNGY $XPEV $ZEPP"  
[X Link](https://x.com/_mm85/status/1519598026553180160)  2022-04-28T08:42Z 39.1K followers, [--] engagements


"China presented the worlds first Omicron specific vaccine. It is non-mRNA and produced by Sinopharm - so from the administrations perspective nothing speaks against scaling it up. Final enemy: Probably the elderly which are supposed to take it. $KWEB $MRNA $BNTX $PFE $SHTDY"  
[X Link](https://x.com/_mm85/status/1521505630367932417)  2022-05-03T15:03Z 38.8K followers, [--] engagements


"In todays FED financial stability report 👀 $QQQ $NDX $SPX $SPY"  
[X Link](https://x.com/_mm85/status/1523781853165293568)  2022-05-09T21:47Z 32.9K followers, [--] engagements


"The VIX. (in my humble opinion) $QQQ $SPY $SPX $NDX"  
[X Link](https://x.com/_mm85/status/1525114482309091329)  2022-05-13T14:03Z 32.8K followers, [--] engagements


"VIX Update. Lets see Fingers crossed for a flush 🤞 $VIX $QQQ $SPY $SPX $NDX The VIX. (in my humble opinion) $QQQ $SPY $SPX $NDX https://t.co/on4obYSwnW The VIX. (in my humble opinion) $QQQ $SPY $SPX $NDX https://t.co/on4obYSwnW"  
[X Link](https://x.com/_mm85/status/1526948594548342784)  2022-05-18T15:31Z 32.8K followers, [--] engagements


"$ZEPP & $XNET When $QTT"  
[X Link](https://x.com/_mm85/status/1534600008753991681)  2022-06-08T18:15Z 32.8K followers, [--] engagements


"Meituan delivery driver in Shanghai is getting back to normal $MPNGY http://3690.HK http://3690.HK"  
[X Link](https://x.com/_mm85/status/1538594174064377857)  2022-06-19T18:46Z 32.9K followers, [--] engagements


"Hm I thought there is no investment in innovation and tech in China anymore. (This puts them in the Top [--] AUM VC firms globally)"  
[X Link](https://x.com/_mm85/status/1548604880088096768)  2022-07-17T09:45Z 32.9K followers, [--] engagements


"After a huge run in $U and $NET last week (both 50% up after taking positions) I took profits and raised cash levels close to 20%. Re-investing now in laggards. Increased my $BABA position to 5.5% size of trading portfolio. Targeting to get down to 10-12% cash again. My active portfolio is now down to [---] % cash. Rest is invested My active portfolio is now down to [---] % cash. Rest is invested"  
[X Link](https://x.com/_mm85/status/1556636567703257088)  2022-08-08T13:40Z 32.8K followers, [--] engagements


"While Doomberg et al. is obsessed with housing in China what goes unreported is US mortgage payments as percentage of income are higher than at the top of the SUBPRIME BUBBLE. Meanwhile todays FED minutes may confirm increased tightening into a recession. 🎈📌 $QQQ $SPY"  
[X Link](https://x.com/_mm85/status/1559821723377307649)  2022-08-17T08:37Z 32.8K followers, [--] engagements


"Tencent ( $TCEHY) keeps denying rumours that they would divest some of their portfolio. News articles are quick to name $NIO $JD and $PDD as potential candidates. Article fails to mention Tencent owning 4% of $TSLA 4% $SPOT 12% $SNAP and 5% $ATVI. Another shorties campaign 🤔"  
[X Link](https://x.com/_mm85/status/1566345340168577030)  2022-09-04T08:40Z 38.4K followers, [--] engagements


"During Q2 earnings call we seriously had analysts asking $NIO management what new products they intend to launch. Tells you more about the analyst than about NIO"  
[X Link](https://x.com/_mm85/status/1567988979873763329)  2022-09-08T21:31Z 32.9K followers, [--] engagements


"@cactus_capital Germany South Korea Japan etc . not your usual USD suspects"  
[X Link](https://x.com/_mm85/status/1571956526515982336)  2022-09-19T20:16Z 38.6K followers, [--] engagements


"Last contrarian China bulls 🐂 standing: @RayDalio @BaillieGifford @ahern_brendan @BrianTycangco @HedgeFundTips @LarryCheungCFA @RothmanAndy @kevinolearytv Who did I miss $KWEB $PGJ $BABA $NIO 👇"  
[X Link](https://x.com/_mm85/status/1574839323572277276)  2022-09-27T19:12Z 33.5K followers, [---] engagements


"Why would shorts keep pressing at these $SPY $QQQ levels No good odds here for them. Dollar might be rolling over too. They have to hope further down the line there is new bad data to force another flush"  
[X Link](https://x.com/_mm85/status/1575198093972500480)  2022-09-28T18:57Z 32.8K followers, [--] engagements


"@danik_sol You can buy and sell in Hong Kong and maybe other stock exchanges. Stocks like Tencent have proven u dont need a NYSE listing to become a highly valued company"  
[X Link](https://x.com/_mm85/status/1581670336059170816)  2022-10-16T15:36Z 38.8K followers, [--] engagements


"Further Covid policy relaxation for inter-provincial tourism in China. Good for $TCOM and other travel-related companies such as hospitality. (Group travel remains suspended for now though . step by step). Source: https://m.thepaper.cn/newsDetail_forward_20745358 https://m.thepaper.cn/newsDetail_forward_20745358"  
[X Link](https://x.com/_mm85/status/1592484849264492545)  2022-11-15T11:49Z 32.8K followers, [--] engagements


"Every single $LCID shareholder is now officially under water"  
[X Link](https://x.com/_mm85/status/1599860140752003072)  2022-12-05T20:15Z 32.7K followers, [--] engagements


"Fascinating deep discussion with @MichaelTrica about the implications of unprecedented fast FED rate hikes in an era of conflict and economic woes and how to play this in markets. 📺 Full video on Youtube 👉 $DXY $QQQ $SPY $TSLA https://youtu.be/uSTgeYx3AVE https://youtu.be/uSTgeYx3AVE"  
[X Link](https://x.com/_mm85/status/1602375536835272707)  2022-12-12T18:51Z 32.8K followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing