Xpeng's Electric Surge: From Sluggish Demand to Heisenberg-Level Profits?

Say My Name: Xpeng's Resurgence

Alright alright alright. Let's talk business. Seems like this Xpeng outfit is cooking up something serious over in China. Shares going up like my… well like something that goes up real fast. Analysts are saying 80% this year? That's a Heisenberg level rally right there. Forget blue meth; maybe the future is electric cars. Who knew? But you know the game new player new challenges...

Revenue? More Like 'Revenue B****!'

Stronger than expected revenue they say? That's what I like to hear. Numbers don't lie unlike some people I know (cough Skyler). They doubled their revenue delivering 94,008 vehicles. That's a whole lotta metal moving. Reminds me of the good ol' days moving product except no one gets hurt this time...hopefully.

Los Pollos Hermanos... I Mean Gross Margins

Even those gross margins are looking healthier 15.6%. Up from 12.9%. It's all about the percentages Jesse. Whether it's methylamine or electric cars you gotta get those numbers up. And they're talking about profitability by the fourth quarter? Ambitious. But I respect ambition. It's what got me where I am today. And look what happened to me...

The Secret Ingredient: New Models and Autonomous Driving

So what's the secret ingredient? Sounds like a new model called MONA and some fancy autonomous driving system. Level 3 no less. That's like the machine is the one who knocks now. I still prefer being in control but maybe I'm just old fashioned. But let's be honest nothing beats the thrill of driving... or cooking.

One Quarter Million Electric Cars B****!

They're projecting to deliver up to 108,000 electric cars in the second quarter alone. That's like a *million* dollars worth of product...wait no. That's much more than a million dollars. My point is they're moving serious volume. And they expect to 'break even' in the next quarter? Ambitious. But you know what? I admire that drive. It makes you feel alive...

Stay Out of My Territory (or Stock Portfolio)

Of course there's always competition. BYD Li Auto NIO...everybody wants a piece of the pie. But like I always say this is my territory. Or you know *could* be my territory if I was still in the game. Either way keep your eyes on Xpeng. They might just surprise you. And remember my friends stay out of the blue crystal...