On July 25, 2025, I made another quiet, simple trade.
No fanfare. Just one of most successful companies in the World

13 shares of Xiaomi Corp (Class B)
@ $7.305 each
= $94.97 total

Another $100 trade for the Double Up, Free Stock strategy.

You know the formula by now:

• Small position
• Asymmetric potential
• Let it double
• Sell enough to get my capital back
• Hold the rest for free

I’ve done this with ABCL, RBLX, and CLS.
Now it’s Xiaomi’s turn to try impressing me.

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So Why Xiaomi?

First, let’s be clear: this isn’t a YOLO tech moonshot.
This is a massive, real business—one that’s:

• Profitable ✅
• Globally recognized ✅
• Undervalued ✅
• Quietly evolving ✅

What They Do

Xiaomi Corporation (HKEX: 1810, OTC: XIACY) is best known for smartphones—but that’s just part of the story.

• They’re now #3 globally in phone shipments, behind only Samsung and Apple.
• They sell smart TVs, wearables, tablets, smart home gear, and electric toothbrushes.
• Their MIUI ecosystem (OS + apps + cloud) quietly locks users in.
• And now? They’re entering the EV (Electric Vehicle) game with the SU7, a full-fledged smart sedan already turning heads.

In short:
They’re Apple + Tesla + IKEA, but Chinese—and about 1/5th the valuation.

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Why Now?

Because Xiaomi has been quietly turning the corner in 2025.

📊 Fundamentals

Metric	Value (Approx.)
Share Price (07/15/25)	$7.31 (US OTC)
Market Cap	~$55B
P/E Ratio (FWD)	~13.4×
Revenue (TTM)	$43B+
Net Income (TTM)	~$4B
EV Sales Forecast (2025)	100k+ units
Smartphone Sales	Back in growth
Dividend Yield	~1.3%
Debt/Equity	0.27

• Revenue is growing again, especially in emerging markets
• Their margins have improved post-COVID and post-chip shortage
• Their electric car (SU7) is shipping, with serious demand in China
• Ecosystem services (apps, ads, cloud) are now 25%+ of gross profit

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What the Market’s Missing

• Everyone is still pricing Xiaomi like a low-margin phone assembler
• Nobody wants to value the Apple-like ecosystem or the Tesla-style EV leap
• It trades for less than 1× sales and under 14× earnings

That’s cheap—even by regional standards.

Meanwhile, its SU7 sedan sold over 10,000 units in its first month, and the company is planning global launches. They’re not just experimenting—they’re building.

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Why This Is a Perfect “Double Up” Candidate

Because the setup is familiar:

• Fundamentals improving ✅
• Valuation depressed ✅
• Optionality (EV, AI, services) ✅
• Price near multi-month base ✅
• Narrative still unwritten (for Western markets) ✅

If the stock just goes from $7 to $14, I’ll sell half, recover my capital, and sit on the other 6.5 shares free.

I don’t need Xiaomi to go parabolic. I just need sentiment to improve.

And in a world where investors are rotating back into emerging tech, AI infrastructure, and profitable growth?
That’s not a crazy ask.

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📈 Xiaomi Growth: Quietly Back in Expansion Mode

Revenue Growth

• FY 2023: Revenue was RMB 271B (~$37B), down slightly due to post-COVID demand drops and global supply chain woes.
• FY 2024: Revenue rebounded to RMB 300B+ (~$42B), thanks to stronger smartphone sales and smart home momentum.
• FY 2025 (est.): Forecasts point toward RMB 330B–340B (~$46–47B), driven by:
  • Recovery in global smartphone shipments
  • Growing monetization of their ecosystem services
  • The launch and ramp-up of the SU7 EV

That’s a two-year CAGR of ~12–13% from the 2023 low.

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Smartphone Segment

• Xiaomi is #3 globally in units shipped, often battling it out with Apple and Samsung depending on the quarter.
• Q1 2025 shipments: +20% YoY
• Strength especially in:
  • India, Indonesia, and Middle East markets
  • Flagship adoption improving margins (Xiaomi 14 series and Fold devices)

Xiaomi phones aren’t just cheap anymore—they’re competitive on hardware and increasingly sticky with MIUI (custom Android OS).

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Internet Services (High-Margin Growth)

• This segment includes ads, cloud storage, subscriptions, app sales.
• Revenue (2024): RMB 31.4B (~$4.4B), growing at +15% YoY
• Gross margins >70% (far higher than hardware margins)
• User base: 600M+ MAUs, with ARPU slowly increasing

This is Xiaomi’s hidden engine—like Apple’s Services segment, but in early innings.

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EV Growth: SU7 Enters the Race

Xiaomi’s SU7 sedan officially launched in Q1 2025:

• First month sales: 10,000+ units
• Estimated 2025 total deliveries: 80,000–120,000
• Targeting a Tesla Model 3 alternative for the Chinese market
• Early reviews: Strong performance, surprisingly premium, integrated deeply into the Xiaomi device ecosystem

They’re building not just a car, but a “smart mobility platform”—meaning OS updates, voice control, and links to phones, watches, and even smart home gear.

If this segment works? It could be 10–20% of revenue in 3–5 years.

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R&D and Ecosystem Expansion

• Annual R&D spend: Over RMB 20B (~$2.8B)—nearly double what they spent just 3 years ago
• Investment focus:
  • AI camera tech
  • Custom silicon
  • Robotics (yep, they built a humanoid robot)
  • EV software + firmware

This is not a stagnant hardware assembler. Xiaomi is investing across verticals—and it’s already paying off.

TL;DR (Too Long; Didn’t Read)

• Bought 13 shares of Xiaomi Corp (Class B) on July 15, 2025
• Price: $7.305 per share → $94.97 total
• Rationale: Valuation is cheap, EV business is real, phone segment is rebounding
• Strategy: Double Up, Free Stock
• Goal: Sell half when value hits ~$190; keep rest free

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Is this the next ABCL, RBLX, or CLS?

Who knows. But the math checks out.
And when the risk is $100, the bar for upside doesn’t have to be sky-high.

I’m happy to wait—and watch the SU7 roll by.