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Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is rallying aggressively as investors price in mandatory buying from index-tracking funds ahead of the company's inclusion in the Nasdaq-100 later this month. While some in the community debate if this is a classic short squeeze or a sustainable shift into AI infrastructure, many are actively discussing the stock's parabolic gains and the heated battle between retail bulls chasing the momentum and bears wary of overextended valuations.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is experiencing significant volatility as investors debate its long-term potential in AI infrastructure and enterprise cloud against broader concerns about high debt and shifting sentiment toward software stocks. While many in the community remain bullish on its massive RPO backlog and aggressive AI pivot, others are actively trading based on bearish technical patterns and skepticism regarding the pace of enterprise AI adoption.

Maulcoin

Maulcoin is surging as investors rally behind a grassroots 'Mauler' community, characterized by aggressive social media promotion and a collective focus on reaching specific market cap milestones. The community remains highly active and committed to long-term holding, viewing the current momentum and growth rate as early-stage opportunities before broader chart adoption.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors weigh its robust AI server order backlog against broader market volatility and concerns over rising component costs. While community sentiment remains divided between those capitalizing on the stock's recent bullish momentum and those anticipating a potential reversal, the conversation is largely focused on the company's long-term positioning as a key infrastructure provider in the AI-driven data center market.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is seeing intense momentum following a series of high-profile partnerships, including a significant expansion with Meta and a new multi-year agreement to support Anthropic's Claude AI models. While the stock has seen a sharp surge in volume and price, the community is actively debating the sustainability of this growth, weighing the company's aggressive infrastructure scaling and debt-funded expansion against concerns over potential share dilution and market volatility.

Avis Budget Group, Inc. engages in the provision of vehicle sharing and rental services. It operates through the Americas and International segments. The Americas segment includes vehicle rental and car sharing operations in North America, South America, Central America, and the Caribbean. The International segment is involved in vehicle rental and car sharing operations in Europe, the Middle East, Africa, Asia, and Australasia. The company was founded in 1946 and is headquartered in Parsippany, NJ.

Avis Budget Group Inc

Avis Budget Group (CAR) is seeing intense volatility as retail investors and traders engage in a fierce short squeeze, driving the stock to multi-year highs despite bearish analyst sentiment and concerns over debt and share dilution. The community is actively debating whether the rally is a sustainable institutional-driven squeeze or a classic 'blow-off top' set for an inevitable crash.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is trending as investors weigh strong quarterly growth and the acquisition of DustPhotonics against market concerns regarding high-speed interconnect competition. The community is actively debating the company's valuation and long-term positioning, with many focusing on whether copper-based solutions will maintain market share amidst the expanding AI data center infrastructure buildout.

RaveDAO is a global community uniting music, technology, and purpose. Since their first sold-out event at Dubai 2024, they have expanded across Europe, the Middle East, North America, and Asia, hosting world-class experiences with over 100,000 total attendees and 3,000+ attendees for each event.  RaveDAO has worked with top-tier artists like Vintage Culture, Don Diablo, Chris Avantgarde, Lilly Palmer, MORTEN, Bassjackers, and GENESI and has support from Binance, OKX, Bitget, and Polygon. RaveDAO is redefining live entertainment in Web3 and has active partnerships with 1001Tracklists, AMF, and Warner Music.  Beyond the dance floor, RaveDAO channels energy and attention toward impact. In 2025 alone, proceeds from its events helped restore sight to 400+ cataract patients in Nepal and fund over 150 meditation programs across the U.S.

RaveDAO

RaveDAO is experiencing intense market volatility and a sharp price surge, driven by a combination of aggressive short liquidations and speculative momentum surrounding its real-world event ecosystem. The community remains deeply divided, with some investors highlighting the project's unique on-chain ticketing and music-based utility as potential catalysts, while others warn of extreme overvaluation and signs of artificial market manipulation.

Back in 2011, long before “crypto Twitter”, NFTs, or VC-backed chains existed, users of the BitcoinTalk forum came up with a new currency - not to launch a network, but to make fun of btc.... and so: The first memecoin/memecurrency was born.  On May 23, 2011, a Something Awful poster cracked, “Has anyone called them buttcoins yet?”. It was sophomoric and perfect. Within weeks the gag metastasized into Buttcoin.org, a parody blog that described a “peer to peer butt” economy while cataloging mining fiascos, exchange blowups, and MLM-adjacent “innovations”.

Buttcoin

Buttcoin is surging in community sentiment as investors lean into its 2011 roots as the original Bitcoin parody, positioning it as a nostalgic yet serious long-term meme contender. The discourse is dominated by high-conviction holders who view the asset's long history as a unique differentiator from typical short-lived tokens, fueling active discussions about its potential to reach massive market valuations.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is currently experiencing significant volatility and downward pressure as investors digest mixed sentiment surrounding its recent earnings report and the strategic warrant agreement with Amazon. While the broader community remains divided, many are actively debating whether the current price levels represent an oversold buying opportunity for this long-term AI infrastructure play or a deeper value trap as the stock seeks to establish a new support floor.

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<ul class="summary-bullets"><li>Xiaomi’s EV business accelerated with record deliveries and its first operating profit.</li><li>The company warned smartphone prices will rise next year due to surging memory-chip costs.</li><li>EV, AI and new-initiative revenue grew sharply, now making up a quarter of total sales.</li></ul>Xiaomi’s U.S.-listed shares suffered their sharpest single-day decline in almost seven months after the company warned that smartphone prices will rise next year due to soaring memory-chip costs. The selloff overshadowed a quarter in which Xiaomi’s fast-scaling electric-vehicle business continued to deliver blockbuster growth and its first sustained profitability.The company’s U.S.-listed stock closed down 7.4% on Wednesday and its Hong Kong-listed stock fell 3.6% in late Asian trade on Thursday.<h2 class="st-heading-2">EV Division Emerges As Xiaomi’s Bright Spot</h2>Despite the market reaction, Xiaomi’s EV division remains the strongest part of the company’s growth story. The company now expects to deliver more than 400,000 cars this year, racing past its earlier<a href="https://stocktwits.com/news-articles/markets/equity/xiaomi-stock-snaps-3-day-losing-streak-as-ev-unit-turns-first-profit-and-nears-full-year-delivery-target-in-18-months/cLP8uTAREJB"> 350,000-unit target “by this week.”</a> It also marked Xiaomi’s 500,000th vehicle rolling off the production line on Thursday, marking a milestone just 19 months after the company’s first EV sale, according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-20/xiaomi-ups-2025-ev-delivery-goal-to-400-000-after-breaking-even">report</a>.Xiaomi’s EV, AI and “new initiatives” segment accounted for 25% of total revenue in the third quarter (Q2). EV revenue climbed to 28.3 billion yuan, up from 20.6 billion yuan in the second quarter (Q2) and 18.1 billion yuan in the first quarter (Q1). The division also turned its first operating profit of 700 million yuan, making Xiaomi one of the fastest companies to achieve EV profitability at scale.Quarterly EV deliveries reached 108,796, boosted by the new YU7 electric SUV launch. Xiaomi will accelerate production, reduce wait times and increase R&amp;D spending, especially on more advanced AI-driven driver-assistance features.<h2 class="st-heading-2">Smartphone Price Warning Sparks the Selloff</h2>The decline in Xiaomi’s shares came shortly after President Lu Weibing warned that memory chip inflation would push smartphone prices higher in 2025. He said pressure from chip costs would be “much heavier” next year, adding that “price increases alone won’t be enough” to offset rising component expenses, Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/xiaomi-reports-22-jump-q3-revenue-2025-11-18/">noted</a>.Global memory-chip makers have shifted capacity toward high-bandwidth memory for AI servers, tightening supply for chips used in smartphones. The warning followed earlier consumer criticism of Xiaomi’s new Redmi K90 model's pricing.Xiaomi shipped 43.3 million smartphones during the quarter, up 0.5% year-on-year, holding on to third place globally with a 13.6% market share. Quarterly revenue rose 22.3% to 113.1 billion yuan, but came in below analyst expectations.<h2 class="st-heading-2">Stocktwits Users See ‘Buy’ Opportunity&nbsp;</h2>On Stocktwits, retail sentiment for Xiaomi was ‘neutral’ amid ‘high’ message volume.<figure class="image"><img style="aspect-ratio:971/142;" src="https://news.stocktwits-cdn.com/xiacy_ss_png_d6a3f576f3.webp" alt="xiacy ss.png" width="971" height="142"><figcaption>XIACY sentiment and message volume as of November 21 | Source: Stocktwits</figcaption></figure>One user called the decline an “amazing buy opportunity.”<stembedurl>https://stocktwits.com/Parched_River_Capital/message/636729061</stembedurl>Another user pushed back, saying bears had warned&nbsp;of shrinking margins, fierce competition, and long wait times, but noted that premium phones are climbing, EVs are scaling fast, and margins are at record highs, adding that Xiaomi is “winning.”<stembedurl>https://stocktwits.com/Parched_River_Capital/message/636690778</stembedurl><a href="https://stocktwits.com/symbol/XIACY">Xiaomi’s U.S.-listed stock</a> has declined 7.4% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Xiaomi Stock Tumbles On Warning Of Higher Smartphone Prices — Will Explosive EV Growth Spark A Rebound?

Xiaomi’s EV business accelerated with record deliveries and its first operating profit.

Equity

<ul class="summary-bullets"><li>Xiaomi’s EV business posted its first quarterly operating profit on stronger SU7 sales and efficiency gains.</li><li>Deliveries accelerated in Q3 and October, putting the company on track to meet its full-year target as early as this week.</li><li>The company highlighted progress in autonomous driving and AI as core to its long-term EV strategy.</li></ul>U.S.-listed shares of Xiaomi snapped a three-day losing streak on Tuesday after the company reported a breakthrough quarter for its electric-vehicle business, which posted its first operating profit and moved closer to its full-year delivery goal less than two years after entering the auto market.The stock rose 0.2% to $26.75 on Tuesday after hitting&nbsp;its lowest level in nearly seven months on Monday, a drop that followed Barclays’ decision to cut the stock’s price target to $40 from $43 ahead of its third quarter (Q3) report.On the company’s earnings call, Xiaomi said its Smart EV, AI and new initiatives segment delivered its first quarterly operating profit of 700 million yuan in Q3, helped by rising sales of the SU7 lineup and stronger factory efficiency.<h2 class="st-heading-2">Deliveries Surge Toward Full-Year Target</h2>The company delivered 108,796 EVs during the third quarter, bringing total deliveries for the first three quarters to 265,967 units. October stood out, with deliveries topping 40,000, and the company said that momentum should be enough to reach its full-year goal of 350,000 units as early as this week. They added that wait times for the SU7 Pro and Pro Max have come down noticeably due to factory upgrades and smoother supply chains, and Xiaomi is continuing to ramp production for both models. The company expects deliveries to keep rising into 2026.<h2 class="st-heading-2">A ‘Young’ Carmaker Scaling Fast</h2>Xiaomi described itself as a “young company” in autos, noting it has been delivering cars for only about 18 months, yet volumes continue to rise on the back of quality reforms and a tighter production cycle. The company has expanded its retail footprint, operating 402 EV sales centers across 119 cities and 209 service locations across 125 cities in Mainland China as of September.<h2 class="st-heading-2">Autonomous Driving Becomes A Core Battleground</h2>Xiaomi said autonomous driving sits at the center of its long-term EV strategy. Its latest EVs use LiDAR-equipped setups supported by major leaps in training data that have expanded from 3 million to 10 million clips, which Xiaomi said has improved driving performance.The company is deploying its MiMo large AI models, including multimodal and language-based models, to provide intelligent computing capabilities for autonomous driving&nbsp;and improved in-car cabin experiences. The company has also been rolling out updated versions of its autonomous-driving software, highlighting recent improvements and new capabilities.<h2 class="st-heading-2">The Road Ahead</h2>Xiaomi said its EV unit remains focused on scale rather than margins in a market that produces more than 22 million vehicles a year, though the company added that the division’s gross margin is healthy and should be supported by ongoing efficiency gains. It also expects&nbsp;improved operational efficiency to help soften the impact of subsidies and vacancy taxes.&nbsp;<h2 class="st-heading-2">Stocktwits Users Flag Xiaomi’s EV Momentum</h2>On Stocktwits, retail sentiment for Xiaomi was ‘bullish’ amid ‘high’ message volume.<figure class="image"><img style="aspect-ratio:961/139;" src="https://news.stocktwits-cdn.com/xiacy_png_866ae7bb5b.webp" alt="xiacy.png" width="961" height="139"><figcaption>XIACY sentiment and message volume as of November 18 | Source: Stocktwits</figcaption></figure>One user said Xiaomi’s strong revenue, profit, and EV growth were being overlooked by the market, adding that “fundamentals are screaming upside” and the company could look “massively undervalued” if its EV momentum continues into 2026.<stembedurl>https://stocktwits.com/NearDipXperience/message/636563727</stembedurl>Another user said, “<a href="https://stocktwits.com/symbol/XIACY">$XIACY</a> is going to be what<a href="https://stocktwits.com/symbol/TSLA"> $TSLA</a> claims to be!”<stembedurl>https://stocktwits.com/Parched_River_Capital/message/636597413</stembedurl><a href="https://stocktwits.com/symbol/XIACY">Xiaomi’s U.S.-listed stock</a> has declined 22% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Citizens choose a Xiaomi electric car SU7 in a store in Yichang, Hubei Province, China on July 19, 2025. (Photo credit should read CFOTO/Future Publishing via Getty Images)

Xiaomi Stock Snaps 3-Day Losing Streak As EV Unit Turns First Profit And Nears Full-Year Delivery Target — All In Just 18 Months

Deliveries accelerated in Q3 and October, putting the company on track to meet its full-year target as early as this week.

<ul class="summary-bullets"><li>The X9 Extended-Range Electric Vehicle (EREV) will offer a CLTC range of 1,602 km and a pure battery range of 452 km, setting a new benchmark among large seven-seaters.</li><li>Built on Xpeng’s Kunpeng Super Electric System, the model combines hybrid flexibility with advanced AI computing power equivalent to nine Nvidia Orin-X chips.</li><li>The launch comes as China’s premium EV market faces renewed safety scrutiny following recent vehicle fire incidents involving Li Auto and Xiaomi.</li></ul>Chinese electric vehicle maker Xpeng said it will unveil its extended-range X9 multi-purpose vehicle (MPV) next week, likely on Nov. 5, during its 2025 AI Day event.&nbsp;<h2 class="st-heading-2">X9 EREV To Set Benchmark In Range And Computing Power</h2>The X9 Extended-Range Electric Vehicle (EREV) will be the world’s longest-range large seven-seater, offering a CLTC combined range of 1,602 kilometers and a pure battery range of 452 kilometers, CnEVPost&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2025/10/31/xpeng-to-debut-x9-erev-next-week/">reported</a>, citing Xpeng’s post on Weibo.&nbsp;The company said it’s also the most powerful large MPV in AI computing, equipped with three self-developed Turing driving chips and a Qualcomm Snapdragon 8295P cockpit processor, delivering 2,250 TOPS of computing power, which is equivalent to nine Nvidia Orin-X chips.The model runs on the company’s Kunpeng Super Electric System, introduced at Xpeng’s 2024 AI Day, and features a 63.3-kWh battery alongside a 60-liter fuel tank. Slightly longer than its all-electric sibling, the X9 EREV measures 5,316 mm in length and will start at 359,800 yuan ($50,610).With its hybrid setup and autonomous-driving hardware, the X9 positions Xpeng against rivals such as Li Auto’s Li Mega in the high-end MPV category, as the sector faces renewed safety scrutiny following recent incidents.<h2 class="st-heading-2">Safety Incidents Put Spotlight On Premium EV Makers</h2>The timing of Xpeng’s X9 announcement coincides with mounting concerns over EV safety standards in China. Earlier this week, Li Auto’s Li Mega, a direct competitor in the premium electric MPV segment,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/li-auto-stock-slides-in-hong-kong-as-ev-bursts-into-flames-in-shanghai-retail-traders-build-quality/cLGJWpVR3sO">caught fire at a traffic light in Shanghai’s Xuhui district</a>. The vehicle reportedly emitted sparks from its chassis before becoming fully engulfed in flames within seconds. Both occupants escaped unharmed.The incident, which followed a fatal fire involving Xiaomi’s SU7 in mid-October, has reignited debate over battery design and quality control among Chinese automakers.&nbsp;Analysts at UOB Kay Hian, including Ken Lee and Bella Lu, said stricter smart-driving access rules could improve public trust and safety, benefiting established players such as BYD, Geely, and Xpeng, while weighing on weaker peers like Li Auto.<h2 class="st-heading-2">‘Better Than Tesla:’ Stocktwits Users Tout Xpeng’s Cars</h2>On Stocktwits, retail sentiment for Xpeng was ‘bullish’ amid ‘high’ message volume.One bullish user suggested Xpeng could eventually reach $100 a share, noting that while its marketing still needs work, the company’s vehicles are “better than Tesla.”<stembedurl>https://stocktwits.com/Miles277/message/634342961</stembedurl>Another user expressed optimism ahead of October delivery data, saying they expected the figures to come in stronger than anticipated.<stembedurl>https://stocktwits.com/offpist/message/634317245</stembedurl><a href="https://stocktwits.com/symbol/XPEV">Xpeng’s U.S.-listed stock</a> has surged 94% so far in 2025,&nbsp;handily beating gains notched by local rivals Nio and Li Auto, as well as benchmark S&amp;P 500 and Nasdaq indices.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Xpeng Motors LOGO, Chongqing, China on May 9, 2025. (Photo credit should read CFOTO/Future Publishing via Getty Images)

Xpeng To Unveil Longest-Range Hybrid MPV Yet — Retail Traders Hail X9 As ‘Better Than Tesla’ Ahead Of AI Day Reveal

The X9 Extended-Range Electric Vehicle (EREV) will offer a CLTC range of 1,602 km and a pure battery range of 452 km, setting a new benchmark among large seven-seaters.

Xiaomi Corp's shares fell 5.4% on the Hong Kong Stock Exchange on Monday, marking their third consecutive session of decline, following reports of a malfunction in its SU7 that prevented the doors from opening after the electric car was involved in an accident.The sedan crashed in the Chinese city of Chengdu, with reports and videos circulating on social media platforms, including Weibo, showing the vehicle after it crashed and burst into flames early Monday. Several bystanders tried to open the doors but were unable to free the person.Authorities are yet to release an update on the person who was trapped inside, according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-13/xiaomi-shares-tumble-after-reports-ev-crash-traps-person-inside">report</a>.The incident follows a fatal accident earlier this year, also involving the SU7 EV, on a Chinese expressway. This accident caused the company's stock to fall and triggered scrutiny of the smart driving software used in many of the latest cars.Notably, the U.S. transport regulator is investigating faulty door handles of some Tesla Y cars in the U.S.Xiaomi's stock on Monday was also likely weighed down by broad sell-offs in Chinese equities amid escalating U.S.-China trade tensions. In recent days, U.S. President Donald Trump threatened 100% tariffs on Chinese imports in response to China's export controls on rare earth elements, while Beijing signaled potential retaliation.The Hang Seng Index fell 5.7% on Monday, its third straight week of decline.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/gqg-partners-rajiv-jain-reveals-dumping-nvidia-alphabet-amazon-stakes/ch6SOitR3jU">GQG Partners' Rajiv Jain Reveals Dumping Nvidia, Alphabet, Amazon Stakes — Calls AI Boom 'Dot-Com All Over Again'</a>

Xiaomi electric car SU7 in a store in Yichang, Hubei Province, China on July 19, 2025. (Photo credit should read CFOTO/Future Publishing via Getty Images)

Xiaomi Stock Slides In Hong Kong After Another EV Crash: This Time, The Doors Didn’t Open

Shares dropped over 5%, amid a broad sell-off in Chinese equities on escalating tariff concerns.

Chinese automakers have already captured the country’s middle-class drivers, and now they are targeting wealthy buyers seeking exclusivity. Xiaomi recently launched a customization service for its 529,900-yuan ($74,000) SU7 Ultra electric sedan, allowing buyers to personalize the trim and paint jobs for an additional 100,000 yuan.&nbsp;The program, also available for the 329,900-yuan YU7 Max SUV, offers extras like 24-karat gold hood badges and forged wheel hubs, echoing the bespoke options long offered by brands like Porsche and Bentley, according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-05/porsche-and-xiaomi-face-off-over-custom-model-buyers-in-china">report</a>.The smartphone maker’s move pits it directly against Porsche, which is expanding its Exclusive Manufaktur program in China as sales of its Taycan EV slow. While Xiaomi’s SU7 Ultra undercuts the 918,000-yuan Taycan, it bears a strong resemblance to the German model.More than 90% of Porsche 911 buyers opt for personalized features, often spending tens of thousands of dollars on custom paint jobs or interior upgrades. Citi analyst Harald Hendrikse estimates Porsche’s personalization arm generates €5.6 billion in sales and up to €2.5 billion in profit annually. However, he noted that Xiaomi’s offerings likely compete more with Audi, BMW, and Mercedes, adding that customization may boost global revenues by only 1%–2%.Xiaomi CEO Lei Jun said its new amethyst purple paint takes 50 hours to apply and rivals finishes from Rolls-Royce or Bentley. “I want more people to enjoy the service that comes with top-range luxury cars,” Lei said.The company’s luxury push extends beyond cars: Lei also unveiled a new smartphone positioned as a cheaper rival to Apple’s iPhone 17.On Stocktwits, retail sentiment for Xiaomi was ‘bullish’ amid ‘extremely high’ message volume.<a href="https://stocktwits.com/symbol/XIACF">Xiaomi’s U.S.-listed stock</a> has risen 60% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Xiaomi Takes On Porsche And Rolls-Royce With 24-Karat Gold EV Customization Push

Xiaomi has launched a luxury customization program for its SU7 Ultra electric sedan, offering gold badges, bespoke paint jobs, and premium trims to attract high-end buyers. 

U.S. auto safety regulators have announced a recall of 19,077 Nissan LEAF electric cars from the 2021 and 2022 model years due to concerns that the battery could overheat during fast charging, posing a fire risk.&nbsp;Nissan North America stated that the lithium-ion battery could overheat when using a Level 3 charger, thereby increasing the risk of fire. The automaker has advised owners not to use Level 3 quick charging until the issue is fixed.&nbsp;Dealers will update the battery software free of charge, with interim notification letters to be mailed on Oct. 24, followed by a second notice once the remedy is available.The Nissan action comes amid a wave of global automotive safety measures in September.&nbsp;The NHTSA closed probes into&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-regulator-closes-probe-into-stellantis-24000-alfa-romeo-vehicles/chDM6PoR37x">Alfa Romeo Giulia and Dodge Journey vehicles after Stellantis issued recalls</a>, while&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ford-recalls-over-115000-f-series-trucks-due-to-loss-of-steering-control-concerns/chD1dtdR33M">Ford Motor recalled</a> more than 115,000 F-Series trucks to address a potential loss of steering control.&nbsp;The regulator also opened an investigation into&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-regulator-opens-probe-into-174000-plus-tesla-model-y-vehicles/chwyiNgRdz5">Tesla’s Model Y&nbsp;</a>over reports of electronic door handle failures, and China’s SAMR ordered&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/xiaomi-e-vs-hit-by-major-recall-as-40-of-su-7-sedans-need-assisted-driving-fix/chDdqL4R3RR">Xiaomi to recall</a> nearly 117,000 SU7 sedans to fix flaws in its assisted driving system.Meanwhile, in Europe, Nissan is facing fresh regulatory scrutiny.&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nissan-french-supplier-payments-probe-losses-cost-cutting-plan/chDks5vR3Ea">The French government&nbsp;</a>is reviewing whether the company’s European arm paid suppliers on time and has requested detailed financial and payment records for 2024.&nbsp;The probe, led by France’s economy ministry, is set to include an inspection at Nissan Automotive Europe’s headquarters near Paris on Oct. 7. The automaker has not been accused of wrongdoing but could face fines of up to 2 million euros if violations are found.&nbsp;The French investigation comes as Nissan works through a $3.4 billion cost-cutting plan following a $535 million quarterly loss, marking its first in four years. The company aims to return to positive free cash flow by 2026, reduce its global manufacturing footprint, and may sell its Yokohama headquarters to KKR &amp; Co. under a lease-back deal. The automaker continues to carry junk credit ratings and faces $5.6 billion in debt maturing next year.On Stocktwits, retail sentiment for Nissan was ‘neutral’ amid ‘low’ message volume.<a href="https://stocktwits.com/symbol/NSANY">Nissan’s U.S.-listed stock</a> has declined 22% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nissan is a car manufacturer from Japan. Photo: Matthias Balk/dpa (Photo by Matthias Balk/picture alliance via Getty Images)

Nissan Recalls Thousands Of LEAF EVs Over Fire Risk Linked To Battery Overheating

The move follows a wave of global auto safety actions in September, with probes into Stellantis, Ford, and Tesla.

Tesla is expected to top China’s electric vehicle market in September with about 72,000 deliveries, leading what Deutsche Bank says could be a month of record volumes for several Chinese EV makers.The figure would represent a 27% increase from August and keep volumes roughly flat from a year earlier, according to a CnEVPost&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2025/09/24/china-sept-2025-ev-sales-preview/">report</a> citing a Deutsche Bank preview. Order flow was pegged at 73,000 units, driven by demand for the new six-seat, long-wheelbase Model Y L SUV, which was launched in August.&nbsp;Tesla Deliveries for new customers are currently slated for November, according to the company’s Chinese website. In the first three weeks of September, Tesla’s insurance registrations totaled 46,950 units.Nio is forecast to deliver a record 35,000 vehicles,&nbsp;representing a 12% month-on-month increase and a 65% year-on-year rise. The breakdown includes about 15,000 units each from the Nio and Onvo brands and 5,000 from Firefly.&nbsp;The new order flow for Nio in September was estimated at around 100,000 units, a 67% month-on-month increase, led by demand for the flagship ES8 SUV. Deutsche Bank noted that Onvo faced battery supply shortages, shifting allocations from the L60 SUV to the new L90 SUV.Xiaomi EV is expected to deliver 42,000 units, another record, marking a 15% increase from August and about 210% growth from a year ago. The company’s production rose 22% in August to 37,380 units, with capacity expected to exceed 50,000 units per month in the fourth quarter. September order flow was estimated at around 25,000 units, including 15,000 for the YU7 SUV and 10,000 for the SU7 sedan.Xpeng is projected to hit a record 40,000 vehicles, a 6% month-on-month increase. Of these, about 37,000 are expected to be domestic sales and 3,000 overseas. Orders for September were estimated at 45,000 units, down 13% from August due to weaker demand for the G7 SUV and new P7 sedan.Meanwhile, Li Auto is&nbsp;forecasted to reach 35,000 vehicles, up 23% from August but down 35% from last year. Expected new order flow was 50,000-55,000 units, of which 12,000-17,000 were for the newly introduced Li i6 SUV.BYD is estimated to report wholesale volumes of about 380,000 units, up 2% month-on-month but down 9% year-on-year. Domestic deliveries are expected to reach around 320,000 units, with new orders at a similar level, although down 2% from August.Deutsche Bank said September is shaping up as the peak sales season for Chinese EV makers.On Stocktwits, retail sentiment for Tesla was ‘neutral’ amid ‘high’ message volume, while BYD was ‘bullish’ with ‘high’ activity. Nio was ‘bearish’ with ‘normal’ volume, and both Xpeng and Li Auto were ‘bearish’ amid ‘low’ message volume.So far this year,&nbsp;<a href="https://stocktwits.com/symbol/TSLA">Tesla shares</a> are up 5.5%, while U.S.-listed stocks of&nbsp;<a href="https://stocktwits.com/symbol/NIO">Nio</a> and&nbsp;<a href="https://stocktwits.com/symbol/XPEV">Xpeng</a> have surged 58.9% and 79.3% respectively.&nbsp;<a href="https://stocktwits.com/symbol/LI">Li Auto’s U.S.-listed stock</a> is up 4.3%, and&nbsp;<a href="https://stocktwits.com/symbol/BYDDF">BYD’s U.S.-listed stock</a> has gained 21.5%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Shoppers walk past a Tesla showroom displaying various electric vehicle models on May 31, 2025, in Chongqing, China. (Photo by Cheng Xin/Getty Images)

Tesla Set To Lead China’s EV Market In September, Outpacing Nio, Xiaomi And Xpeng: Deutsche Bank

Chinese EV makers are bracing for a record month as peak sales season drives stronger deliveries.

Tesla recorded 17,300 insurance registrations in China for the week of Sept. 15–21, its strongest performance in three months and up 12.7% from 15,350 the week before.&nbsp;The Model Y SUV led with 10,340 units, while the new six-seat Model Y L added 850 and the Model 3 sedan contributed 6,060, according to a CnEVPost&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2025/09/23/china-ev-insurance-registrations-week-ending-sept-21-2025/">report</a>.The Model Y L, Tesla’s first three-row version of its best-selling crossover, is proving to be a major growth driver. Since its Aug. 19 launch, orders have surged past 120,000, with nearly 10,000 vehicles selling out per day.&nbsp;Deutsche Bank echoed the momentum, saying dealer feedback showed August orders nearly doubled month-on-month to about 130,000, largely fueled by the long-wheelbase variant.&nbsp;The Model Y L starts at 339,000 yuan ($46,700), about 8% more expensive than the standard version, with an 82-kWh battery offering about 327 miles of range, 0–62 mph acceleration in 4.5 seconds, and nearly 90 cubic feet of cargo space. Deliveries began earlier this month, with handovers expected to ramp up in October.Tesla’s gains came as domestic rivals also posted solid numbers. BYD dominated with 70,700 registrations, Xiaomi followed at 10,800, Xpeng hit 9,200, Li Auto logged 8,600, and Nio reported 6,670 across its main, Onvo, and Firefly brands.&nbsp;Nio’s newly launched third-generation ES8 SUV, unveiled September 20 and delivered from Sept. 21, has yet to meaningfully impact weekly data. However, with 40,000 units of 2025 production already sold out,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nio-stock-tumbles-es8-demand-buyers-wait-2026-china-ev-tax-break-wind-down/chDhK04R3P4">new buyers face delivery waits of 24–26 weeks</a>, stretching into March 2026.Monthly delivery data highlight the crowded field. Tesla sold 57,152 units in August, a 9.9% year-over-year decrease but a 40.7% increase from July. BYD moved 373,626, Xiaomi delivered 36,396, Nio 31,305, Xpeng 37,709, and Li Auto 28,529.On Stocktwits, retail sentiment for Tesla was ‘bullish’ amid ‘high’ message volume.<a href="https://stocktwits.com/symbol/TSLA">Tesla’s stock</a> has risen 7.5% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Tesla Model Y electric vehicle stands in front of the Tesla Gigafactory Berlin-Brandenburg plant

Tesla’s 3-Row Model Y L Powers China Surge, But BYD And Xiaomi Still Lead The EV Race

Xpeng and Li Auto also posted solid weekly gains, while Nio’s newly launched ES8 has yet to move the needle, though its 2025 production is already sold out with deliveries stretching into 2026.

Xiaomi will recall 116,887 Standard Edition SU7 sedans, about one-third of the model’s cumulative sales, and deploy an over-the-air software fix to address flaws in its advanced driver assistance system.The issue affects nearly 40% of SU7 sedans sold, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-09-18/hong-kong-braces-for-twin-storms-as-forecasters-predict-super-typhoon?srnd=homepage-americas">reported</a>, citing China’s State Administration for Market Regulation (SAMR).Regulators said the L2 highway pilot system may not adequately recognize or warn of extreme driving scenarios, raising collision risks if drivers do not intervene. Xiaomi said the update&nbsp;will be rolled out through its HyperOS 1.10.0 system, covering both the SU7 sedan and the YU7 SUV, with improvements including enhanced speed adjustment in rainy and nighttime conditions.The SU7, launched in March 2024, has become Xiaomi’s flagship EV. Deliveries reached 305,055 units by July and 339,421 by August, accounting for nearly 89% of the company’s EV sales.&nbsp;At launch, the standard model did not include lidar sensors, which help vehicles map their environment. The YU7 SUV, introduced in June, logged over 240,000 preorders within 18 hours and delivered 24,824 units by August.The recall follows a March 29 crash involving a standard-version SU7 that killed three people after the assisted driving function disengaged one second before the vehicle struck a highway guardrail. The accident prompted Chinese authorities to tighten oversight of driver assistance technologies and EV designs, including recessed door handles.In July, founder and CEO Lei Jun said Xiaomi’s EV division is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/xiaomi-s-ev-push-pays-off-su-7-sales-may-power-break-even-in-h2/chkucqjRbw4">expected to turn profitable in the second half of 2025</a>, citing momentum from the SU7. The unit posted a 500 million yuan ($69 million) loss last quarter, narrowing from 700 million yuan previously.&nbsp;The SU7 has outsold Tesla’s Model 3 in China every month since December through July, with 136,854 units delivered in 2024 and a full-year 2025 target of 350,000.On Stocktwits, retail sentiment for Xiaomi was ‘bullish’ amid ‘low’ message volume.<a href="https://stocktwits.com/symbol/XIACF">Xiaomi’s U.S.-listed stock</a> has risen 65.8% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Xiaomi EVs Hit By Major Recall As 40% Of SU7 Sedans Need Assisted Driving Fix

The Chinese regulator said Xiaomi SU7s may fail to detect critical scenarios, raising risks if drivers don’t intervene.

Rivian Automotive CEO RJ Scaringe&nbsp;believes the EV maker’s $5.8 billion technology alliance with Volkswagen Group will underpin the German automaker’s planned ID.1, a $20,000 EV he called Europe’s “answer to China.”&nbsp;Speaking at&nbsp;Morgan Stanley’s 13th Annual Laguna Conference on Thursday evening, Scaringe said the launch would draw close attention from competitors.“Every car company will buy it. BYD will buy it. Xiaomi will buy it and XPeng will buy it,” he said. He added that they would be “impressed” by the vehicle’s network architecture, ECU layout and electrical systems, which were designed to scale from VW’s entry-level models to Porsche and Audi flagships.R2 Autonomy&nbsp;To Leap Beyond HighwaysScaringe also spotlighted Rivian’s own product pipeline, led by the $45,000 R2 five-passenger SUV. While Rivian already offers hands-free driving on highways, he said the next step is “hands-free everywhere,” followed by “eyes-off” operation and eventually turn-by-turn autonomy.&nbsp;He said that&nbsp;the shift represents “something like a 50x increase in the number of roads that the vehicle is going to be able to drive on, driving itself.”The company plans to hold an event at the end of the year to showcase its autonomy technology, including hardware details, its compute and perception stack, and demonstrations of the system in operation.Scaringe forecast that hands-free driving on all roads will expand next year, with “eyes-off” autonomy targeted for 2027–2028. He said that if executed well, the feature could “unlock massive pools of demand” and significantly expand Rivian’s customer base.Data Flywheel Powers Rivian’s AI TrainingRivian’s Gen2 system marks a clean break from the Mobileye-based setup in its first vehicles. Scaringe said Rivian brought its compute, sensors and perception fully in-house, enabling the company to build a “data flywheel” to train its autonomy system using real-world driving data collected from its fleet.He said Rivian’s smaller vehicle base compared with Tesla’s is offset by advanced camera and radar systems, particularly 3D imaging radar, which helps improve training in difficult conditions like rain or fog.Not Enough EV Choices Under $50KScaringe&nbsp;reiterated that EV adoption in the U.S. remains stuck at around 8% because of limited options for mainstream buyers. “The number of great choices [under $50,000] is well under the number of fingers on my hand,” he said, pointing to Tesla’s Model 3 and Model Y as the only broadly compelling choices today. He described R2 as designed to fill that gap with a more affordable crossover alternative.He added that “there’s going to be some cross-shop and maybe some movement of customers from Tesla to Rivian,” though he emphasized the bigger opportunity is in reaching the 92% of car buyers who have not yet switched to EVs.On Stocktwits, retail sentiment for Rivian was ‘bearish’ amid ‘normal’ message volume.&nbsp;<a href="https://stocktwits.com/symbol/RIVN">Rivian’s stock</a> has risen 5% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

RJ Scaringe at a featured session during SXSW Conference & Festivals at Hilton Austin Downtown on March 11, 2025. (Photo by Amy E. Price/SXSW Conference & Festivals via Getty Images)

Rivian CEO Says Volkswagen’s $20K EV Built On Its Tech Is Europe’s ‘Answer To China’ — And Even BYD, Xiaomi, XPeng Will Buy It

Scaringe also outlined the company’s autonomy roadmap, stating that the $45,000 R2 will transition from highway-only self-driving to “hands-free everywhere” and eventually “eyes-off” capability by 2028.

Xiaomi Corp. engages in the design, manufacture and sale of smartphone, hardware and software products. Its business covers power bank, audio, camera and lifestyle. Xiaomi doing business through three business segments-Hardware, E-commerce & New Retail and Internet services. Its products include power bank pro, headphones, in-ear headphones pro, bluetooth headset basic with dock, bluetooth speaker, sphere camera, home security camera, action camera, robot builder, electric scooter, bedside lamp, and body composition scale. The company was founded by Jun Lei, Bin Lin, Wan Qiang Li, Feng Hong, De Liu, Chuan Wang, and Jiang Ji Huang on March 3, 2010 and is headquartered in Beijing, China.

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