Let’s be real—Wall Street is obsessed with Tesla (TSLA). Elon sneezes and the stock moves. For years, Tesla has been treated as the story in EVs, the company destined to own the future of cars.

But while everyone is staring at Tesla, something wild is happening under the radar: XPeng (NYSE: XPEV) is breaking records, flipping the script on legacy automakers, and setting itself up as the real winner in the EV game.

The Role Reversal Nobody Saw Coming

Here’s the headline: XPeng isn’t just an EV maker anymore—it’s now providing the tech and architecture for Volkswagen’s ICE and hybrid cars in China.

Yes, you read that right. An EV-only startup is now helping one of the biggest legacy carmakers modernize its non-EV platforms.

This is a first in automotive history. Traditionally, the old guard (Ford, GM, VW) showed EV newcomers how to scale. Now it’s the reverse: the disruptor is teaching the teacher. That’s not just impressive—it’s industry-shaking.

The Sales Story Nobody Can Ignore

XPeng isn’t just making headlines—it’s putting up monster numbers:

Q2 2025 deliveries: 103,181 vehicles. Mid-2025 total: 197,189 vehicles—already more than ALL of 2024. May 2025 alone: 33,525 deliveries (+230% YoY).

That’s seven straight months above 30,000 units. To put it bluntly: XPeng is on fire.

Meanwhile, Tesla’s growth has slowed, especially in China where the competition is eating into its dominance. XPeng? They’re thriving in Tesla’s own backyard.

Profitability? Coming Sooner Than People Think

Tesla fans love to remind you that Tesla makes money. True. But XPeng’s management has made it clear:

They expect break-even in 2025, and full profitability by year-end. Q1 2025 already showed huge progress—losses cut in half, revenue doubled, margins improving fast.

Analysts are now circling Q4 2025 as XPeng’s first profitable quarter. And once that happens, this stock will get a whole new level of respect.

The Wildcard: Robots and Chips

Here’s where it gets really fun. XPeng isn’t just building cars—they’re building a tech empire.

The G7 SUV launched with XPeng’s in-house AI chips—pushing 2,250 TOPS of computing power for Level 3 autonomy. That’s next-gen stuff, not copycat tech. The car grabbed 10,000 pre-orders in 46 minutes. Oh, and did I mention? XPeng is already deploying its humanoid Iron Robot on assembly lines.

Tesla fans brag about “Dojo” and “Optimus,” but XPeng is showing receipts right now.

Why We’re Betting Long and Strong

Here’s why we at Italkstocks.com are picking XPeng over Tesla for the next phase of the EV race:

Historic Flip – First EV startup ever to power ICE and hybrid platforms for a legacy giant. Rocket Sales Growth – Deliveries doubling YoY, blowing past Tesla’s percentage growth. Profitability in Sight – By Q4 2025, XPeng could post black ink for the first time. Beyond Cars – Robotics, chips, autonomy… this is way more than just an EV story.

The Bottom Line

Tesla will always have the headlines. But the real action is happening with XPeng.

While the market keeps its eyes glued to Elon, XPeng is delivering explosive growth, lining up profitability, and reshaping the industry by doing something no other EV startup has done: teaching legacy automakers how to modernize.

At Italkstocks.com, we’re planting our flag: XPeng is a major winner, and it’s a long-and-strong play for investors who want the next Tesla-sized story—before everyone else wakes up.

8.19.2025 –

XPeng is up 5.25% on more than 2x average volume heading into midday — this is not a shrug, it’s a statement. Investors are reacting to exactly what we called: explosive delivery growth, surging margins, and a narrowing loss curve that beats the Street’s expectations. In our August 17 post, we argued XPeng was not just another EV bet, but a modernizer of ICE-hybrids and a stealth operator executing better than its peers. Today’s move shows that institutions are catching up to that view — not just with interest, but with capital. If you’ve been following our thesis, this rally should feel less like a surprise and more like confirmation.

8.21.2025

XPeng CEO He Xiaopeng just showed his confidence in the company’s future by purchasing 3.1 million Class A ordinary shares through his investment vehicle Galaxy Dynasty at an average price of HK$80.49 per share. This move increases his ownership to nearly 18.9% of the company’s issued share capital, reinforcing his long-term commitment to XPeng. Shares of XPeng (NYSE: XPEV) are currently trading at $22.16, reflecting continued investor interest in the EV maker’s strategy. The company is not only building its EV lineup but also playing a major role in helping legacy automakers like Volkswagen modernize ICE and hybrid platforms. As always, credit goes to Italkstocks.com and Steve Jones for first bringing attention to XPeng’s disruptive momentum in the EV space.