$XPEV 0.57 Developing

Notable posts

• @StockSavvyShay neutral 1066 eng

  WHO GETS PAID TO BUILD A HUMANOID ROBOT Who builds the robots | $TSLA, $XPEV, $MBLY, $CCXI These are companies designing & assembling finished robot that ultimately gets deployed into factories, warehouses & eventually consumer environments. Who gives the robot intelligence & compute | $NVDA $GOOGL $META $INTC $QCOM These are companies building AI models, software & silicon that allow humanoids to understand instructions, reason through tasks, process their surroundings & control movement in real time. Who lets the robot grip & feel | $NOVT, $VPG These are companies building dexterous hands, force sensors & tactile systems that allow humanoids to grasp objects, control pressure & perform really precise physical tasks Who lets the robot see | $OUST, $INVZ, $AEVA These are companies supplying cameras, LiDAR & 3D sensing systems that allow humanoids to recognize objects, measure distance, navigate environments & understand whats happening around them

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• @StockSavvyShay bullish 726 eng

  Goldman Sachs just more than tripled its 2035 humanoid TAM to $138B while raising its unit forecast to 6.5M with warehouses and logistics expected to lead adoption. That growth should pull demand through entire robotics stack: • Foundry: $TSM, $GFS • Sensing: $VPG, $NOVT • Vision: $OUST, $AEVA, $INVZ • Memory: $MU, $SKHY, $SNDK • Humanoids: $TSLA, $XPEV, $CCXI • AI Compute: $NVDA, $AMD, $ARM, $QCOM, $INTC • Simulation & Training: $NVDA, $ADSK, $CDNS, $SNPS • Semi Equipment: $ASML, $AMAT, $LRCX, $KLAC, $TER • Power & Control: $NXPI, $STM, $ADI, $TXN, $ON, $MCHP, $MPWR

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• @wallstengine bullish 289 eng

  $XPEV ROBOTICS RAISES $900M AT $6.3B + VALUATION The round was led by IDG Capital with backing from Tencent and Alibaba, and marks the largest private financing yet in China’s embodied AI sector. Xpeng plans to use the capital to scale hardware, physical AI models and manufacturing ahead of mass production of its IRON humanoid robot by year-end, with commercial deliveries starting in 2027.

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• @wallstengine neutral 180 eng

  Chinese automaker Xpeng $XPEV plans to offer its technology to foreign automakers beyond Volkswagen, per Reuters, as it looks to build new higher-margin revenue streams. The offering could include: - Electrical & electronic architecture - Cockpit systems - Turing AI chips - Advanced driver-assistance software - Robotaxi deployment - Robotics and other physical AI technology Xpeng has already been in contact with potential partners, though no names were disclosed. The strategy builds on its Volkswagen partnership, which has become a meaningful services business. In Q2, services and other revenue nearly doubled, with segment margins rising to 75.1% from 53.6% a year earlier. Xpeng has also formed a dedicated commercialization team to pursue additional technology partnerships. Source: Reuters

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• @wallstengine neutral 144 eng

  XPENG MOVES HUMANOID ROBOTS INTO AUTOMATED PRODUCTION $XPEV has commissioned the world’s first automated production line for advanced general-purpose humanoid robots, with more than 80% of core manufacturing processes automated. Its IRON humanoid is now being built using automotive-grade production systems, marking the shift from prototype development toward scaled manufacturing. XPENG targets mass production by the end of 2026, with initial deployments in its own stores and campuses before commercial deliveries begin in China and overseas markets in 2027. The company’s robotics unit raised more than $900M last month at a $6.3B+ valuation. https://t.co/p9feuhyK8M

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• @wallstengine neutral 68 eng

  XPeng plans to launch its IRON humanoid robot globally next year. $XPEV is aiming for production capacity of 1,000+ robots per month by year-end. XPeng plans to deploy IRON first as a shopping assistant in its China stores in Q1 2027, then expand to overseas locations later in the year.

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• @wallstengine neutral 64 eng

  XPeng $XPEV delivered 41,256 vehicles in September, up 5% MoM. Q3 deliveries reached 118,390 vehicles, up 15% QoQ. The L03 also topped 10,000 monthly deliveries for the first time. https://t.co/pPMtTiIUyA

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• @wallstengine neutral 60 eng

  Today's Key Events (All EST) — 08/24/2026 08:30: Chicago National Activity Index Before Open 👇 05:00: XPeng $XPEV 06:30: $PDD 07:00: NAPCO Security Technologies $NSSC After Hours 👇 AMC: Gorilla Technology $GRRR AMC: Woodside Energy $WDS

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