The Company Kept Winning. I Started Questioning The Moat.
Hesai keeps winning customers and growing shipments, but falling margins and rising rivals like RoboSense have me questioning whether it captures the value.
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Momenta Just IPO’d. It Doesn’t Belong in My Robotaxi Basket.
Momenta’s technology is strong enough to attract nine of the world’s top ten automakers, but as a software supplier rather than a vehicle owner, it doesn’t capture value the way Tesla or XPeng do. I’m watching it, not buying it — unless its cross-automaker learning advantage turns out to be real.
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Singapore and Hong Kong as Safe Havens — Where Is Capital Flowing in 2026?
As a Singaporean investor who largely ignored SGX for years, I didn’t expect to be writing about Singapore as a global safe haven. But the data is hard to ignore — and the capital flows from Dubai, Hong Kong, and beyond are reshaping two markets worth paying attention to.
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April 2026 Portfolio Performance: The Market Gave Back What It Took
My April 2026 portfolio returned +9.6%, now 4.2 percentage points ahead of the S&P 500 YTD. Healthcare led, Industrials lagged, and five positions reported earnings in 24 hours. Here’s what I’m watching going into May.
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My China Stocks: Ground-Level Reality vs What the Market Is Pricing
I was in Beijing when China’s Q1 GDP came in at 5.0%. The number and what I saw on the ground didn’t quite tell the same story. Here’s how my China positions benchmarked against HSCI — and what I’m watching next.
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March 2026 Portfolio Performance: The Toll Booth at Hormuz
March was rough — portfolio down 3.6%, but still beating the S&P 500’s 5.1% drop. OVID surged 36%, WeRide delivered, and Pony AI got punished on earnings. Here’s my full March breakdown and Q1 strategy reset.
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WeRide: The Cheapest Pure-Play Bet on Autonomous Driving
WeRide (NASDAQ: WRD, HKEX: 0800) is the world’s first publicly listed robotaxi company — already running commercial driverless rides in Abu Dhabi, Singapore, and across Europe. It trades at 24x EV/Revenue vs Waymo’s 360x. Here’s why it’s my 4th stock pick for 2026.
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XPeng vs Tesla: Why I’m Backing the Chinese EV Maker
XPeng vs Tesla: Same technology roadmap, opposite trajectories.
XPeng growing 150% trades at 2x sales. Tesla declining 8.6%
trades at 16x sales. Here’s my full investment analysis.