Listen up fellow degenerates.
Every day I open Reddit and apparently Li Auto is going bankrupt, China’s economy is collapsing, EVs are dead, and the stock is going to $0.
Meanwhile the company is still selling cars.
Still making money.
Still sitting on a mountain of cash.
Still growing.
So naturally the stock goes down.
Makes perfect sense.
The same people telling me to sell now will be posting rocket emojis after a 100% rally wondering why they didn’t buy under $30.
Could I be wrong? Absolutely.
I’m leveraged enough that my future self might be living under a bridge eating instant noodles.
But if I’m right, everyone calling Li Auto “dead money” today will suddenly become long-term investors.
The way I see it, there are two outcomes:
- I lose money and look stupid.
- I make money and still look stupid.
Either way I’m holding.
Diamond hands until the thesis breaks or the margin call arrives.
🚀🚀🚀📈📈📈
Position: Too much.
Conviction: Irrationally high.
Risk management: What’s that? 🤡💎🙌🚀
Not financial advice. I’m just a random guy on the internet who buys stocks instead of making sensible life decisions.