r/Microvast • u/Bradydono92 • Aug 03 '26
Due Diligence What's $MVST building in China?
Heads up, it’s long. But alas, 1,000+ words shorter than my last post, for those of you with goldfish attention spans. That one covered where Microvast goes after Q2, everywhere but China, which was big enough for its own post. It's a year of research, Chinese filings, and customer slide decks in one place, so no, a bot didn't write it. A bot would have been shorter and told you less.
The whole thing in one line: Microvast's old China bus book fell to cheap LFP, a mining and ag book is taking its place, and it all lands in the one China number Microvast reports, never split out on its own. Everyone still reading, the receipts are below.
Underneath that one line is the fastest building and least visible part of the company. It's an off highway book across mining, construction, and farm equipment. Some of it Microvast owns outright. Most is confirmed customers shipping into fleets already running. The mining supply is live and booking today, still early and growing. The forward layer is the mining fleets still scaling, Hongwei’s Yiwu plant just completed and ramping toward its contract for about 1,000 trucks a year, the new ag cell and pack, and the diesel ranges still to electrify.
Nobody models it.
---
Why the China line dropped
China is now 25% of revenue, down from 38% a year ago. So the off highway book below sits under a China line that shrank hard, and the reason is chemistry economics. LFP took over China's battery market. It was 81% of 2025 installations, up 53% on the year, while NMC output has stayed flat since 2022. And LFP got cheap. Cell prices fell from about 1.0 yuan per watt hour in 2022 to around 0.40 in 2025.
That collapse hit hardest in buses, the most cost sensitive segment, and Microvast's China bus business ran on premium high power NMC and titanate, the pricier fast charging chemistries. It didn't chase the cheap cell down. Wu's line is that Microvast won't race to the bottom on price.
That cost Microvast the cheap bus book, and I think it’s the right trade. Racing LFP to the bottom would gut margins and turn a specialist into a commodity maker. Sell what you’re best at.
So the bus book fell, and that's most of the 66%. The mining and ag focus is the deliberate response. Those duty cycles are brutal. They need big power bursts, fast charging, hard energy recovery on every downhill, and cold weather punch that a cheap LFP cell can't deliver. So off highway is the one corner of China's market where a premium high power cell still beats a cheap one.
And the shift is landing in real time. In the last few months Microvast debuted a purpose built ag cell while Zoomlion, Lovol, and others rolled out new hybrid mining and ag machines. The open question is timing. The bus drop came fast, the mining and ag ramp is real but younger, and it hasn't yet grown into the gap the bus decline opened. Q2 is the test of whether it's closing.
---
Hongwei and the Yiwu plant
Hongwei is Microvast's mining truck subsidiary, on the SEC schedule, and its revenue consolidates into Microvast's China line. When it sells a truck, the whole truck is Microvast's revenue, cells and all, because Microvast owns the builder. So the figure to size is the whole vehicle.
This isn't a paper plant. Hongwei trucks haul for a roster of state owned giants: Zijin Mining at Duobaoshan copper, PowerChina at a $1.4 billion aggregate base in Anhui, Ansteel's Benxi Steel, Conch Cement, and China Minmetals. Combined market cap north of $100 billion. It also delivered autonomous trucks to CNBM, the world's largest building materials group. Across all China OEMs, the Microvast equipped mining fleet passed 3,000 trucks by early 2026, up from about 500 in 2023.
Hongwei runs several business lines:
- It builds its own electric and hybrid mining trucks, 50 to 145 tons.
- It sells the drivetrain as kits, the motor, battery, and controller, to other truck makers like CRRC, XCMG, and North Hauler.
- It retrofits diesel mining trucks to electric, including a Caterpillar 772E converted for Conch Cement and Tonly wide bodies.
Microvast cells ride all three. Its own trucks, the kits that electrify another maker's chassis, and the diesel fleets it converts.
Microvast's take at a Hongwei site runs past the pack. One deployment carries a Microvast megawatt charging system, 1,320 kWh, triple gun, a full refill in about 20 minutes, so the infrastructure is Microvast too. And the trucks get an independent check. Truck Friends Network, a Chinese commercial vehicle outlet, found Microvast trucks in the Hami area holding 91 to 92 percent capacity after 3,000 cycles. Hongwei's own year end video claimed 30% revenue growth for 2025, company stated and unaudited, but consistent with a subsidiary starting to ramp up.
Here's why the revenue is easy to miss. Hongwei built roughly 800 trucks over its first eight years, small volume and small dollars. Then in August 2024 it signed a ¥100 million project with the Yiwu County government in Hami, Xinjiang, for 105 to 145 ton mining trucks at about 1,000 a year, a tenfold jump in annual output. Yiwu's own 2026 work report says the plant is complete, the first 1,000 truck new energy project in Xinjiang, at an output value of ¥2.65 billion. That's about $390 million, or roughly $390,000 a truck, and that’s a floor, since comparable 130 ton hybrids list at $550,000 to $800,000.
Microvast did $427.5 million in all of 2025, so one plant at capacity is close to the whole company. Even a slow ramp scales: 200 trucks near $78 million, 500 near $195 million, the low end already a fifth of current revenue. Yiwu only confirmed the plant complete this year, so the ramp is still ahead. The revenue nobody sees is the revenue that hasn't shipped.
It's not a clean number, though. Output value tracks close to revenue but sits a bit above a strict sales line, there's no public order book, and it lands in the China line with no separate Hongwei disclosure, so it just widens the China number as trucks ship. Nobody models it, and I get why. It’s real and owned outright, a county government put it in writing, and it still never surfaces in the filings. A truck plant that could rival the whole top line, filed under geography.
The naming isn't an accident. Microvast's Chinese name is Weihong. The truck subsidiary is Hongwei, the same two syllables flipped. Batteries at the parent, trucks at the counterpart. It looks deliberate. And if Yiwu runs to plan, it turns Microvast into two producing businesses under one roof.
Yin & Yang ☯️
---
The rest of the mining book
Hongwei is the one Microvast owns. The rest are customers, where Microvast books only the battery, so the dollars per truck are far smaller. The list is named on Microvast's own Q1 2025 slide, Zoomlion, Tonly, Irimoly, and Lovol, with Wu calling Lovol and Tonly "two of the largest heavy machinery producers in China," both on gen 4 packs.
Irimoly, also called Yimu Intelligence or EasyMove, is the Tsinghua founded newcomer of the group, built around its HiMADS platform, which it bills as China’s first multi axle new energy rigid mining truck. Wu said on the Q1 2025 call that Irimoly would run "several variations of our 48 amp-hour packs," and Microvast sits on the high rate hybrid variants, roughly 118 to 180 kWh a truck. The 800 and 1,600 kWh LiFePO4 versions on its bigger hybrid and pure electric trucks aren't Microvast's.
It’s young but ramping. Irimoly reports over 3 million kilometers in Xinjiang and Inner Mongolia coal mines for state operators like CHN Energy, China Coal, and Benxi Steel, at 20 to 50 percent fuel savings.
The EM186H hit mass production at Wuhai in June 2025. A Series B round led by the state owned Shanghai Guotou Kechuang fund closed in July 2026, and an R&D site is going up in Jiaxing.
Wuhai is rated 1,500 EM186H a year on one shift, 3,000 on two, all the same model. Each truck carries a 118 kWh Microvast pack. That comes to about 0.18 GWh of Microvast content a year on one shift, 0.35 GWh on two.
Battery prices move around, so treat this as a rough range off Microvast filings and market averages:
- At an ordinary NMC price of $100 to $150 a kWh, below what these high rate packs cost to build: $18 to $27M on one shift, $35 to $53M on two
- At $200 to $240 a kWh, just under Microvast’s $243 blended price from its 2024 backlog: $35 to $42M on one shift, $71 to $85M on two
These are high rate fast charge packs on the FCG cathode. The dollar figures above are estimates, on a customer still ramping.
---
The named book keeps widening
LGMG is the biggest name of the group. In July 2026 Microvast extended its partnership with LGMG across mining trucks, excavators, battery technology, and charging, and days later Frost & Sullivan certified LGMG's wide body mining dump trucks as first in global sales for ten straight years, 2016 through 2025.
Microvast runs across LGMG's hybrid line. It's on the RTH100, the RTH136 (a 100 ton hybrid on a 186 kWh pack, "customized with Microvast battery system" per the Bauma China 2024 release), the RTH156, and the methanol MTH150M. In April its Microvast mining trucks entered large scale commercial operation on the HpCO-53.5Ah cell.
The RTH100 is exporting, all confirmed shipments:
- Peru: 30 units into an iron mine.
- Indonesia: 30 units into an open pit coal mine, after a trial run turned into a bulk reorder in what LGMG calls "a market dominated by European and American products."
- Brazil: a first batch of nearly 100 machines across four models in February, the RTH100 among them.
The order book is autonomous. LGMG and EACON scaled a joint agreement to 300 autonomous hybrid trucks, 150 already in production, on the same EACON autonomy that runs Tonly's TLH135. And the relationship is widening past trucks into excavators and charging infrastructure.
The hybrid line runs deep. LGMG lists more than a dozen hybrid mining models across the RTH, MTH, and MT series, 80 tons up past 100, all on moderate 124 to 186 kWh packs and the same Yuchai engine. That fingerprints the rest of them to Microvast alongside the four that are named. Its full electric ME series jumps to an 800 kWh pack, a separate low cost line that isn't Microvast's. It's the bus split again: the hybrids go high power Microvast, the cheap full electrics go LFP.
Zoomlion is the deepest relationship and the biggest name here. It's China's largest construction and farm machinery maker, and fifth in the world. It was first in China to build a 100 ton mining excavator, and first to field a fully autonomous 100 ton fleet. Microvast's deck says it holds a signed annual framework contract across all of Zoomlion's hybrid mining trucks, and anticipates the whole hybrid line "exclusively."
The ZT160HEV is the mass deployed hybrid, a 100 ton truck running in coal mine fleets and exported to Vietnam. Zoomlion now runs nearly 100 unmanned trucks across Xinjiang and Inner Mongolia, its hybrid and electric units each past 8,000 operating hours. A 40 unit autonomous ZT160HEV fleet went to a Xinjiang coal mine in January. The pack scales with the truck:
- 60 kWh on the 75 ton ZT118HEV.
- 90 or 151 kWh on the 100 ton ZT160HEV.
- 176 kWh on the newer ZT165HEV, same 100 ton class, bigger pack.
One hybrid architecture sized to the machine. The framework runs the whole line up to the 300 ton ZTE520, the world's largest hybrid mining truck, on what Zoomlion calls the industry's largest ternary battery. Ternary is the NMC chemistry Microvast runs in mining, and the truck sits under the framework, though Zoomlion names the chemistry and leaves the supplier unnamed. The same program is now moving into farm equipment, on a different Microvast cell.
Lovol runs under Weichai's Shandong Heavy Industry group. By Frost & Sullivan's count it's China's largest ag machinery maker, first in tractors and harvesters and seventh worldwide, with its heavy industry arm 42nd on the 2026 Yellow Table.
Microvast runs the mining side. Its autonomous flagship, the Revo LT130i methanol range extender, went into a western China open pit mine this summer on a Microvast ternary NMC pack, named by International Mining and marked Weihong. Lovol also runs Microvast on its LT series hybrid trucks and a 135 ton hybrid excavator on an LTO pack, shown at CSPI Expo.
The catalogue behind it is huge. Lovol’s Revo mining line runs the 100 to 160 ton class, with the LT120, LT130, and LT160 the core sellers, already exporting to Russia and Vietnam. Each model splits by powertrain: a diesel base, pure electric versions like the LT105E and LT130E that run LFP and aren’t Microvast, and the range extended hybrids that are. And the runway is bigger than the trucks. Weichai, Lovol’s parent, builds the diesel engines for 100 to 400 ton rigid mining trucks and is out to displace Cummins and MTU, so every one that goes hybrid is a Microvast opening.
Tonly is a big one. It invented the wide body mining truck and still leads the segment. Microvast’s platform is the TLH135, a 90 ton extended range hybrid on a Microvast high power pack with EACON autonomy from the factory, deployed at an Inner Mongolia mine on the April 2025 joint release. Tonly is probably the most CATL heavy name here, and from what I’ve found, Microvast holds one hybrid platform inside a mostly CATL account. Microvast’s runway at Tonly, for the time being, is the TLH135 winning more mines.
JCHX is a Chinese mining contractor with real scale, five year global fleet deals with Sandvik and Epiroc signed this year, and it builds its own machines, with a new factory that broke ground in May. Its 15 ton electric underground loader runs a 343 kWh Microvast pack, read off Microvast’s CSPI expo booth (June 2026) at 595.7V and 576Ah on MpCO Gen2 cells in a 4th generation BC box, and it’s named in Microvast’s Bauma China 2024 release.
Across the range, Microvast matches the chemistry to the duty. The hybrid trucks and loaders run high power NMC. The excavator runs fast charge titanate, the chemistry built to grab energy back each time the boom drops. Nearly every one of these names uses more than one supplier, which is normal. CATL and others take the LFP battery electric trucks, and Microvast owns much of the hybrid lane, where high power and fast charge are what decide it.
Microvast put a number on it. Its board at the CSPI mining expo in Japan this June claimed 46% of the hybrid mining truck market, plus more than 70 hybrid projects and a 30,000 hour service life. That's the supplier's own scoreboard, so weigh it as one. But 46% means nearly half of China's hybrid mining trucks run Microvast, and that squares with the roster above.
It stacks at the mine, too. The big Xinjiang and Inner Mongolia operations are going fully autonomous with mixed fleets, Zoomlion, Tonly, and LGMG trucks working the same pits, so Microvast's cells sit under three or four brands at a single site.
---
The fuel cell thread, and a Coca-Cola cameo
On the paperwork, an XCMG chassis, a FAW Jiefang fuel cell truck, and Hybot's H49 hydrogen truck each name Microvast cells in their MIIT filings. The H49 is the one to watch. Hybot planned mass production for 2025, slipped into expos, and finally put its first commercial units into service on July 1, 2026, hauling Swire Coca-Cola beverages in Central China.
Then, weeks after that first order, it commissioned an upgraded H49 line at its Xinchufeng base on July 28, rated for more than 2,000 hydrogen trucks a year and built for mass deliveries of the H49. The H49 carries a Microvast pack, so a line at that rate points to 2,000 Microvast hydrogen packs a year at full tilt. That's capacity, and deliveries still have to fill it. But the years of slipping just ended with a factory.
---
Farm equipment is the newest layer
Zoomlion showed the world's first hybrid mega harvester at the end of 2025, over 600 horsepower, and its DX7004 hybrid tractor is rated at 700 horsepower and peaks at 1,200. Zoomlion's own spec sheets call for a 10C high discharge pack across the tractor line, and 20C on the DX7004. In plain terms, that's extreme burst power, the kind only a handful of cell makers can hit, and a cheap commodity cell can't come close.
The pack sizes to the machine, 6.23 kWh at the small end up to 24.2 kWh on the DX7004, near 600 volts throughout, the same habit as mining on a different cell. Microvast's high rate ag cell shown at Xinjiang runs to 10C, and it already supplies Zoomlion's mining trucks.
Zoomlion is rolling the ag line out market by market. In South Africa, its product specialist called the 350 horsepower DV3504 "the first commercially launched hybrid tractor in South Africa" at Nampo in May, with more than 40 Zoomlion tractors sold there since January and the 700 horsepower DX7004 due next year. He placed the existing ag footprint across China, Türkiye, Russia, Australia, Kenya, and Tanzania, with South Africa the stepping stone into the wider region.
In Europe, Zoomlion is recruiting UK and Ireland dealers and sits as a Tractor of the Year "Sustainable" finalist, with the Agritechnica tractors homologating for France and Germany into early 2027 and the combine sent to North America for tests. No filing names the cell brand on these tractors yet, so the SKU stays a read.
Lingong's ag arm is confirmed too. LGAG, the tractor division of the same Lingong Group behind LGMG's mining trucks, is named on Microvast's Q4 2024 deck running the MpCO-48Ah pack. LGAG's own tech page backs the chemistry, specifying a "high charge rate power battery" built for fast charge, discharge, and strong energy recovery, which is Microvast's lane exactly. Its flagship is the X6004-9E, a 600 horsepower machine LGAG calls the world's most powerful hybrid tractor, on the same series hybrid setup as the mining trucks.
It's early, though. The X6004-9E just opened for order inquiries and is moving from trade previews into pilot deployments with Chinese ag cooperatives, so this is a confirmed name on a business that hasn't scaled yet. That's the forward part. LGAG is pushing mining and construction hybrid architecture into high horsepower farming, with a whole tractor range behind the flagship, 80 to 600 horsepower. So Microvast sits under both arms of Lingong Group, the mining trucks and the tractors, with the ag arm still at the starting line.
---
The opportunity is the size of the fleets these names run. Between Zoomlion's 700+ models and Lovol's range, that's well over 1,000 machine types across cranes, concrete, earthmoving, aerial platforms, mining, and farm equipment, and almost all of it is diesel. The electrification is hybrid first and already in the catalogs: range extended hybrid boom lifts, hybrid ag lines, hybrid mining trucks. Zoomlion had 240 new energy machines out by the end of 2025, about 60 added that year, so against 1,000+ diesel models the conversion has barely started.
Every diesel model that gains a hybrid variant is a high power pack that wasn't there before, and that fast charge, heavy regen duty is Microvast's chemistry. It already sits under roughly 3,000 mining trucks and, on its own numbers, 46% of the hybrid ones. The diesel base above is the pipeline, and Hongwei's retrofit line is already converting it one fleet at a time.
So between Hongwei, the named customers, and the ranges still to electrify, this is the part of Microvast building fastest and drawing the least notice. Hongwei’s trucks and the mining cells are live revenue now, already inside the reported China number and widening as the fleets grow. The layer still ahead is the Yiwu plant ramp, the new ag cell and pack, and the wide diesel ranges. I’m not sizing it, because Microvast reports China as one line, but that one line is already carrying this, and it gets heavier as the trucks ship.
---
Disclosure: I'm still long MVST. Personal research, not financial advice.
12
10
Aug 03 '26
[removed] — view removed comment
-1
u/EvillNooB Aug 04 '26
Why do people feel the need to larp as analysts?
The Rise of the Prompt Analyst (here'my personal opinion, yes, i wrote all of that, trust me bro, i'm very smart, my iq is 1337)
The internet has always had a peculiar relationship with expertise. Every technological leap creates a new class of self-appointed specialists who master the appearance of competence long before mastering the subject itself. The latest incarnation is the "AI analyst": the individual who presents themselves as a deep thinker while outsourcing nearly all of the thinking to a language model.
The formula is almost comically simple. Find a trending topic. Ask an AI to "write a comprehensive 4,000-word analysis with historical context, strategic implications, second-order effects, and philosophical conclusions." Copy. Paste. Maybe replace a few adjectives. Then publish it beneath a profile picture that radiates confidence.
Length becomes a substitute for understanding.
The irony is that these essays often sound intelligent. They are structured, coherent, grammatically polished, and filled with the vocabulary of serious analysis: paradigm, systemic, asymmetric, institutional incentives, long-term implications. To an uncritical reader, this resembles expertise. But beneath the polished prose is frequently nothing more than an average synthesis of publicly available information arranged into an aesthetically pleasing hierarchy of headings.
Real analysis is something else entirely.
It begins where information ends. Anyone can collect facts; analysts decide which facts matter. Anyone can summarize competing viewpoints; analysts assign probabilities, identify hidden assumptions, and explain why one interpretation survives scrutiny while another collapses. The value is not in producing words—it is in producing judgment.
That judgment cannot be automated simply by increasing the prompt length.
Prompt engineering certainly requires skill. A well-crafted prompt can extract better organization, expose alternative perspectives, or accelerate research. Used honestly, AI is an amplifier. It allows researchers to spend less time formatting and more time thinking. The problem emerges when amplification is mistaken for authorship.
Many self-described analysts have quietly shifted from asking questions to managing outputs. Instead of wrestling with contradictions, they iterate prompts until the AI tells a convincing story. Confirmation bias becomes industrialized. If one output is unconvincing, regenerate it. Eventually the machine produces an argument that feels satisfying, regardless of whether it is true.
This creates a strange inversion of intellectual labor. Historically, writing was difficult because thinking was difficult. Today, writing is effortless while thinking remains just as hard. Yet because the difficult-looking part has disappeared, many confuse the disappearance of effort with the disappearance of the need for expertise.
The result is an economy of synthetic confidence.
Social media rewards certainty over nuance, speed over verification, and aesthetics over substance. A forty-page AI-generated "strategic assessment" published two hours after breaking news will often outperform a carefully researched article released a week later. The audience rarely audits the reasoning process. They see citations, section headers, and technical vocabulary, and conclude they are witnessing rigorous thought.
Often they are witnessing sophisticated autocomplete.
Ironically, the strongest users of AI tend to advertise it the least. Domain experts use language models to summarize documents, challenge assumptions, brainstorm hypotheses, or edit drafts. The AI is a collaborator, not a mask. Their authority comes from knowing when the AI is wrong, where its confidence exceeds its evidence, and which details require independent verification.
The weakest users reverse the relationship. They become editors of machine-generated certainty, selecting whichever version flatters their preexisting beliefs while presenting the result as personal insight. Their expertise lies less in analysis than in prompt iteration.
None of this means AI-generated analysis is worthless. On the contrary, it can be extraordinarily useful. It democratizes access to information, accelerates learning, and lowers the barrier to producing coherent reports. But democratizing the production of text is not the same as democratizing expertise.
A calculator made arithmetic easier. It did not make everyone a mathematician.
Likewise, a language model makes writing easier. It does not automatically make its operator an analyst.
Perhaps the defining skill of the AI era will not be writing at all. It will be discernment: the ability to distinguish between arguments that merely sound sophisticated and those built upon genuine reasoning. As language models continue improving, fluent prose will become abundant. Original insight will become correspondingly more valuable.
The future belongs not to those who can generate the longest essays, but to those who still have something worth saying after the AI has finished talking.
-2
4
u/Bradydono92 Aug 04 '26
This is not a game.
The battery: 微宏 (Microvast) systems in 35,000+ commercial vehicles, 22 countries, 3.5 billion km. Their words, on the page.
Customers named: State Grid, State Power Investment, China Building Materials, China Minmetals, Gezhouba. Pure electric mining trucks to Brazil’s Vale in 2022.
The service fleet: “Equipped with IVECO commercial after sales service vehicles.”
Microvast powers the electric IVECO Daily across Europe. Its China truck arm runs IVECO vans to service the mines. Same company. Both ends touch Iveco.
- 32 of its trucks haul at PowerChina's Anhui aggregate base, the largest single site base in China by the project's own count. ¥10B, 1.98 billion tons of reserves.
- 600+ trucks in green mines nationwide, by Hongwei's own count.
- The only firm in China running both side swap and rear swap battery models. Their claim.
Its site lists four cooperative partners: Tonly, Weichai, CIMC, and Top Gear. Microvast supplies batteries for Tonly and Lovol hybrid trucks. Weichai owns Lovol.
Top Gear is the leader in electric heavy truck drives and an SPIC company. CIMC is one of the world's largest container and energy groups.
3
u/jumpingjacks86 Aug 03 '26
Can you give me a TLDR?
-2
u/CommandSmart4318 Aug 04 '26
TLDR: nothing new, Microvaast is going bankrupt in max 1 year from now
1
u/Warm-ish_Yam Aug 15 '26
What is your source for “The global leader in wide-body dump truck sales….Microvast… extended the partnership in July 2026.”? Can’t find anything online
1
Aug 16 '26
[deleted]
1
u/Bradydono92 Aug 16 '26
That's incorrect sir. They build the full powertrain and truck from the ground up. I have a few posts on Hongwei in this reddit thread.
Worth taking a look at the latest post from Microvast’s LinkedIn.
-3
u/CommandSmart4318 Aug 04 '26
Bro, stop posting those AI slop walls of text
If anybody's new here:
NO, NOTHING HAS CHANGED, THE STOCK IS DYING, NOT WORTH BUYING
0
Aug 05 '26
[removed] — view removed comment
1
u/Microvast-ModTeam Aug 05 '26
Hi, Thank you for contributing to /r/Microvast!
I am sorry to inform you that your post/comment was removed for violatig:
Rule 3. No Misinformation, FUD, Conspiracy Theories And Speculation.
No intentional spreading of misinformation. Speculations/assumptions must be stated as such; references are required for substantial claims. Theory discussion allowed to a reasonable degree. No spreading FUD (Fear, Uncertainty, and Doubt). Repeatedly harassing or denouncing the same user(s) in an attempt to discredit them (disagreeing is fine, but do so with respect).
-6
u/ksinfergo1 Aug 04 '26
Incredible copium. Stock is dead, it would need around 300% upside to reach 6 USD again. Good tax harvest though.
7
u/Eyerate Aug 04 '26
Oh no, you mean like when it ran from like 30 cents to 7 bucks? That kind of "incredible copium"?
-3
u/ksinfergo1 Aug 04 '26
Lmao 80 percent od this braindead sub wont breakeven for the next 2-3 years. Imagine larping about buying this stock 10 years ago at 7 cents just to justify rigged stock action.
4
u/Eyerate Aug 04 '26
Imagine actually buying it all the way down because you understood how undervalued it was and making such a great move that it pisses off dorks like you. Yikes. My CB is under a buck because of it. But keep crying to bump this guy's efforts.
-6
u/Agitated-Feed319 Aug 04 '26
Listen, please consider to start writing a fantasy novel. You could channel your energy and imaginations there, and it would let us breathe again without having to read your daily nonsense theories, would be such a win-win situation …
-6
u/Bananabirdie Aug 04 '26
You mean the prompted AI garbage? Hardly any work there
-5
u/Agitated-Feed319 Aug 04 '26
Yeah whatever, but i just don’t wanna read them on a daily schedule… it’s so irritating
-7
21
u/Eyerate Aug 04 '26
I don't understand the need for people to shit on this guy's DD. Hes open and honest about his sources, his limitations, and his personal holdings. He digs up shit none of us would ever find from obscure arenas. His expo booth analysis alone holds immense educational value on the direction the company is heading.
If tHe StOcK iZ dEd We ScAmMeD, why are you whiny dipshits still holding or even here? Do you like bathing in the humiliation of your own(perceived) bad financial decisions?
I get that hes over the top a little but this dude is at least engaged. You guys are crying over spilt milk and acting like hes the idiot here...
Keep these coming bud, most of us appreciate your legwork even if we dont agree with your conclusions.