GOOGL
Communication ServicesBulls ⚔ Bears · how Reddit is debating it
Bull case
0 stances- The 1260H list does not imply accounting fraud or automatic delisting. ↗
- Being on the list doesn't necessarily mean the company is manufacturing weapons or funding the military. ↗
- Detailed delivery projections show strong growth trajectory, targeting 524k+ in 2026 and 665k in 2027. ↗
- Valuation model using 1.00x-1.25x P/S ratios and additional revenue streams implies significant upside to $8.80-$14.80. ↗
- Stable Average Selling Price (ASP) estimated at ~$40,000 supports robust revenue generation. ↗
- NIO achieved second consecutive quarter of profit with 112% YOY revenue growth and doubled car deliveries ↗
Bear case
0 stances- The list's criteria are extremely broad, capturing EV and tech companies due to China's civil-military fusion model. ↗
- It acts as a red flag for military end-user compliance and restricts U.S. defense contracts, creating geopolitical risks. ↗
- Stock fell 13% after crushing Q1 earnings estimates, suggesting market does not reward fundamentals ↗
- Author claims stock is openly manipulated and suppressed by Wall Street against retail investors ↗
- Macro headwinds: US-Iran tensions, global economic slowdown, intense domestic EV competition ↗
Credible voices
Catalysts · themes
Community split
Related narratives
High-quality DD posts
r/nioAuthor shares a spreadsheet tracking NIO's historical deliveries, projecting 2026-2027 growth, and modeling an $8.80-$14.80 price target.
r/chinastocksTencent is a great buy at 12x forward PE with 20%+ growth, strong buybacks, and conservative AI investments, alongside a Moomoo promo.
r/babaRegrets buying BABA dips; questions its value vs MSFT given similar PEs, faster MSFT growth, and BABA's geopolitical risks.
Explains the US DoD's 1260H list of Chinese military companies, noting broad criteria and geopolitical gray areas for EV and tech firms.
r/shanghaiAuthor missed NVDA and Cerebras, now pitching $MAAS as an undervalued edge AI computing play in China.
Author argues NIO company fundamentals are excellent (profit, 112% revenue growth, BAAS success) but stock is being suppressed by Wall Street despite earnings beat.
r/alibaba
User suspects a scam on Alibaba.com after a seller used multiple fake profiles and asked to switch to a different company page.
Author defends NIO's value and safety, heavily criticizing Tesla and Musk for false autonomous driving claims and poor labor practices.
Chinese user offers undercover factory inspection services in Guangzhou/Foshan to verify Alibaba suppliers, bypassing formal audits.
Hengwei Technology and Google SKIP plan to mass produce powered exoskeleton trousers in H2.
Citibank labels Alibaba as 'China's Google', highlighting its potential in AI and tech ecosystem.
A news post about a partnership between Google and Alibaba.
Hengwei Tech and Google SKIP to mass-produce powered exoskeleton trousers in H2.
Author shares methods for generating free traffic for the DHgate affiliate program via TikTok and Reddit.
A Chinese supplier claims Alibaba only has trading companies, not real factories, and urges buyers to DM for direct channels.
The author compares BABA to GOOGL, implying BABA is China's equivalent tech giant and a strong investment.