| Ticker | Mentions | Stance | Conv | Entry | P&L YTD | Theme | Thesis (click to expand) | Mentioned | Src |
|---|---|---|---|---|---|---|---|---|---|
| XPEV | ×1 | LONG | MED | $16.07 | Consumer | XPeng is an OEM well positioned in the robotaxi race. They will launch three robotaxi models this year, already running a pilot project in Guangzhou, and could be a technology provider or operator. The commercialization of autonomous driving is accelerating in China, and XPeng is a key beneficiary. | Apr 29 | YOUTUBE |