@DavidAbitb43802 Avatar @DavidAbitb43802 David Abitbol

David Abitbol posts on X about $nio, nio, future, $tsla the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence automotive brands 82.24% stocks 17.76% finance 16.82% countries 7.48% technology brands 6.54% currencies 5.61% social networks 2.8% celebrities 2.8% formula 1 1.87% cryptocurrencies 0.93%

Social topic influence $nio #37, nio #435, future 6.54%, $tsla #460, in the 6.54%, share 5.61%, this is 5.61%, byd 4.67%, break 4.67%, auto 4.67%

Top accounts mentioned or mentioned by @nioglobal @elonmusk @r59602975 @5littlebass @youtube @orbitalquantum @immrbr0wn @chrisstura @tesla @dirtygreenpaper @williamlinio @ayushagoigo @niosanfrancisco @kiraocea @4thofjuly365 @iluminatibot @grok @nionaire @mktpax @mbfisher927

Top assets mentioned Tesla, Inc. (TSLA) XPENG INC. (XPEV) Li Auto Inc. (LI) Lennox International, Inc. (LII) Amazon.com, Inc. (AMZN) Morgan Stanley (MS)

Top Social Posts

Top posts by engagements in the last [--] hours

"$8 by EOY [----] $16 by EOY [----] $25 by EOY [----] If these targets are not hit Ill eat a bug live on X $nio"
X Link 2025-08-19T17:51Z [---] followers, [----] engagements

"Heres a roadmap with milestones of how $nio achieves trillion dollar valuation or $400 a share. I give it about [--] years. lets build a timeline from [----] to [----] showing how NIOs swap ecosystem could realistically evolve into a trillion-dollar network step by step. 20252027: Consolidation & Efficiency Phase Goals: Profitability per station network densification and third-party adoption. Swap stations: [----] in China; early Gen4 rollout. Utilization: [----] swaps/day average; breakeven or slightly profitable. OEM integration: Changan Geely and ONVO enter full rollout; more pilot projects with JAC"
X Link 2025-10-15T02:07Z [---] followers, [----] engagements

"This is a good comment on $nio"
X Link 2026-02-13T21:35Z [---] followers, [----] engagements

"Can anyone tell me why it is better to make $100000 per year and live paycheck to paycheck pay federal income tax state income tax sales tax property tax and have a cost of living thats 5x higher than Colombia VS Making $30000 a year online pay ZERO taxes and live as if I was making $150000 a year since the cost of living in Colombia is 5x cheaper than USA You can make $30000 a year just teaching English with a TESOL certificate. I just see no reason why most people dont do this https://twitter.com/i/web/status/2022793847294533987 https://twitter.com/i/web/status/2022793847294533987"
X Link 2026-02-14T22:03Z [---] followers, [---] engagements

"$Nio Stock Heats Up as Battery Swap Bet Pays Off https://www.tipranks.com/news/weekend-updates/nio-stock-heats-up-as-battery-swap-bet-pays-off https://www.tipranks.com/news/weekend-updates/nio-stock-heats-up-as-battery-swap-bet-pays-off"
X Link 2026-02-15T21:36Z [---] followers, [---] engagements

"@5littlebass @IMMRBR0WN @NIOGlobal Thats good seems like CATL is a good partner and way better than BYD ever was. Both CATL and $NIO will shape the future of battery swap"
X Link 2026-01-30T02:23Z [---] followers, [---] engagements

"Dont support a country run by pedophiles and murders. Sell all your USA stocks and buy Chinese stocks a county at actually puts these mother fuckers to death"
X Link 2026-02-09T18:04Z [---] followers, [---] engagements

"Heres a simple 5-year total cost comparison between three scenarios: 1.Gas car 2.Regular EV (with battery risk) 3.EV with battery swapping (higher resale less depreciation) Ill use realistic U.S. averages and then show how the numbers shift. 5-year ownership comparison (typical driver) Assumptions [-----] miles per year (60000 miles total) $40000 new vehicle price Average U.S. fuel and maintenance data Home charging for EV Fuel and maintenance data: Gas: [----] per mile fuel EV: [--] per mile electricity EV maintenance: 3040% lower 1) Gas car (5 years) Depreciation Retains 55% after [--] years Loss:"
X Link 2026-02-09T23:33Z [---] followers, [---] engagements

"I asked AI the following question What year was $Nio closest to profitability and why were its gross margins that year and how many cars did it deliver that year NIO was closest to profitability in [----]. That year combined its highest gross margins with improving scale and relatively controlled expenses. [----] key numbers Vehicle deliveries: [-----] vehicles in [----] Gross margin: about 1819% (company-reported full-year level widely cited for 2021) Operating losses were the smallest relative to revenue in its history. Now NIO will likely have between 18-20% GM in [----] and deliver close to 500k"
X Link 2026-02-10T15:35Z [---] followers, [---] engagements

"This guy on YouTube was saying that the reason that $Nio made that profit announcement before earnings was because they are trying to boost the stock price so they can dilute us again but at a higher share price. Do you believe this Yes No Yes No"
X Link 2026-02-12T12:18Z [---] followers, [---] engagements

"Can we just agree that USA is just a lost cause Just take your money out of USA and invest it in China. You know thats where the future is not USA"
X Link 2026-02-13T03:51Z [---] followers, [---] engagements

"FUCK @elonmusk FUCK $tsla https://futurism.com/artificial-intelligence/cofounders-fleeing-elon-musk-xai https://futurism.com/artificial-intelligence/cofounders-fleeing-elon-musk-xai"
X Link 2026-02-15T12:47Z [---] followers, [--] engagements

"Heres where $NIO stock should be MINIMALLY [--]. EOY [----] $15 [--]. EOY [----] $22.50 [--]. EOY [----] $33.75 This assumes [--] things while growing sales by 40-50% each year [--]. NIO is either close to break even or slightly profitable all of [----] and also FCF positive [--]. NIO Is solidly profitable all of [----] [--]. NIO Is increasingly profitable with net income rising solidly in [----] https://twitter.com/i/web/status/2020114203911004654 https://twitter.com/i/web/status/2020114203911004654"
X Link 2026-02-07T12:35Z [---] followers, [----] engagements

"@chris_stura USA has basically ZERO chance against China"
X Link 2026-02-15T19:05Z [---] followers, [--] engagements

"Look at the insurance registrations from the same week one year ago. $li auto is failing badly while $NIO is up 118% YOY Notice anything Li auto isnt prominently displayed on CNEV website like it used to be Wonder why that is probably just a coincidence"
X Link 2025-08-19T22:22Z [---] followers, [----] engagements

"Bottom line Once $nio group break even or come even close fair value is $13 Once the trailing [--] quarter average quarterly delivery is [------] vehicles then fair value is $26 this part we may not see until late [----] this puts us in a P/S ratio very close to that of $xpev Dont listen to the folks telling you Nio will have $TSLA type valuations thats a bunch of crap Tesla is a cult and their stock needs to fall by 90% to be fair value again. NIO will eventually become a trillion dollar company but thats not until NIO POWER is standardized and we have several swap partners and tens of millions"
X Link 2025-08-23T11:03Z [---] followers, [----] engagements

"This is what it looks like to be completely wrong. $nio"
X Link 2025-08-24T00:26Z [---] followers, [----] engagements

"Today is the higher low on the way to $7.20 then $9.60 near term $nio"
X Link 2025-08-27T14:21Z [---] followers, [----] engagements

"Rising from the ashes the phoenix reincarnates and is reborn into something much stronger than what it once was. $NIO"
X Link 2025-09-16T15:04Z [---] followers, [----] engagements

"Me in [----] when $NIO is worth [--] trillion USD"
X Link 2025-09-21T17:53Z [---] followers, [----] engagements

"Institutions dont buy a stock like $nio without believing the stock will minimum 2-3x long term. Otherwise they will just buy an index fund Someone bought [--] million dollars worth of $NIO after hours It wasnt me I swear https://t.co/Goei7AAxxC Someone bought [--] million dollars worth of $NIO after hours It wasnt me I swear https://t.co/Goei7AAxxC"
X Link 2025-09-28T13:38Z [---] followers, [----] engagements

"Getting closer to break even we need MASSIVE swap partnerships $nio $Nio New daily swap record https://t.co/IXbTIY5le8 $Nio New daily swap record https://t.co/IXbTIY5le8"
X Link 2025-10-03T21:33Z [---] followers, [----] engagements

"Is $Nio ahead of its time In many ways yes NIO is ahead of its time but thats both its greatest strength and one of its biggest challenges. Lets break this down clearly: ⚡ [--]. Battery Swapping: [---] Years Ahead NIOs battery swap network is unmatched globally over [----] stations and counting capable of fully swapping a pack in under [--] minutes. Most automakers still rely on plug-in charging which has infrastructure and time limitations. NIOs model decouples battery ownership from vehicle ownership (via BaaS Battery-as-a-Service) allowing: Lower vehicle prices up front Instant refueling Battery"
X Link 2025-10-09T02:16Z [---] followers, [----] engagements

"If youre selling because of youre afraid of retaliation from DUMP then youre dumber than a bag of rocks. Last time I checked $NIO doesnt sell anything in USA"
X Link 2025-10-10T18:05Z [---] followers, [----] engagements

"Well $nio at 1.56x sales vs $XPEV at 2.65x sales both are NOT yet profitable however XPEV is closer to profitability. So if Q3 earnings show substantial improvement in net loss which should be sometime in November or December then $NIO should be $10 and if we see a net loss thats similar to XPEV around -100M in Q4 or break even then we should see NIO at $12 when they report Q4 earnings sometime in February to match XPEV p/s ratio Now if NIO sales double from Q4 [----] to Q3 [----] to around 500k deliveries and NIO is profitable then NIO should be around $24.00 by Q4 [----] I don't know who needs to"
X Link 2025-10-19T23:17Z [---] followers, [----] engagements

"$nio becoming profitable is quite a feat. The percentage of profitable pure EV companies is close to 10% so when that happens it is a very BIG accomplishment"
X Link 2025-10-22T18:27Z [---] followers, [----] engagements

"NIO Stock & News Analysis: Everyone Gave Up on $NIOHeres Why Theyre Wrong via @YouTube https://youtu.be/HkMxUUUIxcgsi=iHEuBj79o9mK2LTA https://youtu.be/HkMxUUUIxcgsi=iHEuBj79o9mK2LTA"
X Link 2026-02-14T23:33Z [---] followers, [----] engagements

"Upcoming $NIO Catalyst 🔥 Key Levels NIO NEEDS to Hold NIO Stock Analysis via @YouTube https://youtu.be/ljlvkGp10FYsi=G6h-2gZUUN-Z-qUu https://youtu.be/ljlvkGp10FYsi=G6h-2gZUUN-Z-qUu"
X Link 2026-02-15T23:25Z [---] followers, [---] engagements

"I only have one question What kind of drugs are you taking $TSLA Our models suggest that by [----] there will be 6.2M robotaxis producing $322B in annual ride-hailing revenue at least 85% of this will be @Tesla For context Tesla earned $95B in rev in [----]. This is a 3x in higher-margin revenue from a product that barely exists today This https://t.co/Ay7Jc3Jnp6 Our models suggest that by [----] there will be 6.2M robotaxis producing $322B in annual ride-hailing revenue at least 85% of this will be @Tesla For context Tesla earned $95B in rev in [----]. This is a 3x in higher-margin revenue from a"
X Link 2026-02-16T01:41Z [---] followers, [---] engagements

"Does $Nio have the best long term business model Thats the logical conclusion yes NIO arguably has the best long-term business model in the entire EV industry if you think beyond short-term vehicle sales and look at the energy ecosystem layer. Lets unpack why thats the case because its not just hype its structural. 🔹 [--]. NIOs model turns a depreciating cost into a recurring profit center For every other OEM: The battery is a cost they sell once per car. After that sale they lose the customer until the next vehicle purchase. For NIO: The battery is a service asset. It earns revenue every month"
X Link 2025-10-07T16:52Z [---] followers, [----] engagements

"ChatGPT compares $Nio swap business to amazons AWS business. Well check out AWS margins compared to their retail sales business"
X Link 2025-10-10T11:07Z [---] followers, [----] engagements

"$nio bears say that battery swapping is unnecessary and a waste of money heres what ChatGPT says about it. How important is battery swapping to the Chinese energy grid Battery swapping is becoming strategically important to Chinas national energy grid far beyond just EV convenience. Its a grid-stabilizing technology and an energy-storage infrastructure rolled into one. Heres why it matters so much: [--]. Peak load balancing Chinas grid faces massive spikes in electricity demand especially during hot summers and evening peaks. Swap stations can charge batteries during off-peak hours (when power"
X Link 2025-10-14T14:01Z [---] followers, [----] engagements

"100000 $NIO swap stations can absorb [----] TWH/year of wasted solar energy thats just dumped when solar panels make too much energy for the energy grid to absorb. [----] TWH is worth [--] Billion USD selling it to retail users"
X Link 2025-10-14T16:58Z [---] followers, [----] engagements

"Why despite ALL these benefits $NIO isnt yet appreciated by most investors. Just like they didnt appreciate $amzn in [----] referring to it as just an online bookstore or Netflix in [----] saying I can just rent a DVD from blockbuster video. You wont get rich from $NIO stock over night but once everyone else realizes what we know the valuation will be sky high [--]. The technology advantage is real NIOs battery swapping solves the two biggest EV pain points simultaneously: Charging time down to minutes. Battery degradation and cost shifted to a managed service. No other automaker has deployed this"
X Link 2025-10-19T19:01Z [---] followers, [----] engagements

"If a $Nio ONVO or FIREFLY car can be the safest car on the planet then insurance rates should also be substantially less and that should be something that attracts more buyers : Rear active braking to ensure safety Rear active braking ensures safety. Intelligent driving not only frees up energy but also reduces accidents @NIOGlobal #Nio $Nio https://t.co/yThsBFttrw : Rear active braking to ensure safety Rear active braking ensures safety. Intelligent driving not only frees up energy but also reduces accidents @NIOGlobal #Nio $Nio https://t.co/yThsBFttrw"
X Link 2025-10-19T21:46Z [---] followers, [----] engagements

"My EOY [----] $nio target is $22 Lets do the math and see how realistic this is. For reference $xpev trades at 2.6x sales and still isnt profitable If NIO sells [------] units next year at an average selling price of $36000 its revenue would be roughly $18 billion. With about [----] billion shares outstanding the potential share price depends on the P/S multiple investors are willing to apply. At a P/S of [---] (roughly todays multiple) the market cap would be [--] [---] = $27 billion giving a share price of about $13. At a P/S of [--] the market cap would be [--] billion giving a share price of roughly"
X Link 2025-10-29T02:51Z [---] followers, [----] engagements

"Exactly one year ago $li auto was on top and $nio in 8th place. Now they decide to no longer publish the weeklies. Consumers have figured out that EREV is dumb and are now buying pure BEV so $XPEV is doing well since it is a BEV OEM Whats gonna happen when consumers then figure out that fixed battery BEV is just as dumb as EREV The NEV revolution is a marathon not a sprint. In order to win the marathon you must focus on the only sustainable NEV solution that exists and thats battery swappable BEV Thats why CATL the biggest battery manufacturer in the entire world wants to be part of the"
X Link 2025-11-11T22:51Z [---] followers, [----] engagements

"Heres what the $NIO bears dont tell you. All they say is swap is useless and a waste of capital They dont realize how expensive NOT deploying swap is going to get in the future when BEV becomes the dominant passenger vehicle type worldwide Yes thats exactly what the numbers imply. And its one of the most underappreciated aspects of NIOs swap strategy. Lets unpack that clearly: [--]. Grid upgrade cost per fast-charge equivalent To enable one high-power (5C) fast charger utilities often need $20000$100000+ in local grid upgrades new transformers substations thicker cables etc. Thats per site or"
X Link 2025-10-30T20:19Z [---] followers, [----] engagements

"Yes the main claim in that image is substantially true. Heres why: [--]. High-power charging (like 5C or [---] kW+) puts enormous strain on the grid. Every ultrafast charger can draw hundreds of kilowattscomparable to dozens of homes. When many chargers are installed together the local grid infrastructure (transformers feeders substations) often needs reinforcement. [--]. The cost range is accurate. Industry and utility data show that upgrading a site for ultrafast charging typically costs $20000 $100000+ per charger depending on location grid condition and required capacity. In rural or weak-grid"
X Link 2025-10-30T21:08Z [---] followers, [---] engagements

"This is exactly why Morgan Stanley reiterates their $9 target and didnt lower like some others who dont actually know that $NIO has turned the corner financially even despite taking a hit on delivery guidance. The analysts who lowered their price targets are the same stupid analysts who still had a sell on BYD as it was bottoming at $2.30 in [----] All I can say is learn to actually do your damn job and know when things are actually turning around financially. @dirtygreenpaper $Nio Li Bin in answering the question from Tim Hsiao of breakeven target w/lowered guidance @WilliamLiNIO said:"
X Link 2025-11-27T23:53Z [---] followers, [----] engagements

"In [----] the consensus on BYD / BYD Co.) among analysts and investors was very mixed leaning skeptical overall until Warren Buffetts bet and early EV momentum began shifting sentiment. Heres the clearest summary of how BYD was viewed at that time: Overall [----] Consensus: Skeptical with some early bull believers Most investors in [----] did NOT see BYD as a future global EV leader. The company was viewed as: Bear / Mainstream View (most analysts in 2013) [--]. BYD was seen as struggling and overhyped Sales had slowed dramatically after its early [--------] boom. Analysts believed the EV market was"
X Link 2025-11-28T00:13Z [---] followers, [---] engagements

"You are absolutely correct. $NIO delivered [-----] vehicles in Q3 and had 140M in FCF and thats with only 14% GM so even if NIO delivers [-----] in Q1 they will deliver around the same gross profit . GM Should be at least 18% in Q1. What this means is that even without positive EPS FCF will remain positive even in the weakest quarters. The cash pile will keep going up not down and dilution a thing of the past https://twitter.com/i/web/status/2014099214133825961 https://twitter.com/i/web/status/2014099214133825961"
X Link 2026-01-21T22:14Z [---] followers, [----] engagements

"This is very important. Right now NEV is only around 10% of the overall passenger fleet in China so recycling is only starting to be enforced. So what happens when NEV is 20% 30% or 50% This is where battery swap becomes essential to making to making NEV environmentally sustainable. $nio : The state has issued regulations on red lines for the disposal of used power batteries. The government has issued regulations for the management of scrapped power batteries $Nio Li Bin is ecstatic and battery swapping models are unaffected @NIOGlobal #Nio https://t.co/YOj7BJE07g : The state has issued"
X Link 2026-01-22T02:07Z [---] followers, [----] engagements

"ICE Must hand over the agents that murdered Nicole good and Alex Pretti. If they dont then the public will have to destroy ICE. We demand justice"
X Link 2026-01-28T12:18Z [---] followers, [--] engagements

"What we need to do is boycott any business that serves ICE border patrol or DHS"
X Link 2026-01-29T00:01Z [---] followers, [--] engagements

"I think this is a very doable scenario for $NIO based on its delivery history"
X Link 2026-01-29T13:15Z [---] followers, [----] engagements

"@Ayushagoigo @NIOSanFrancisco Why not They have been growing 40-60%"
X Link 2026-01-30T14:10Z [---] followers, [--] engagements

"@R59602975 Dont worry about Taiwan lol"
X Link 2026-01-30T15:35Z [---] followers, [--] engagements

"@kira_ocea Tesla has [--] models and is increasingly irrelevant they have been losing market shares for at least [--] years. You cannot compare a shitty American EV company to $NIO"
X Link 2026-01-30T16:37Z [---] followers, [---] engagements

"I asked AI what are the odds $NIO group gets to 5M by [----] heres what it said Probability NIO Group reaches 5M annual deliveries by [----] 3545% Thats much higher than the market consensus which is probably sub-20%. Heres how I break it down in my head: 🟢 Whats working for the 5M outcome (this is why odds arent low) Multi-brand architecture (huge): Single-brand premium OEMs basically top out at 11.5M. A 3-brand ladder unlocks 36M if executed well. Swap as infrastructure not gimmick: This is a real moat at scale. It helps: pricing flexibility fleet / taxi / enterprise demand grid + emergency"
X Link 2026-01-30T19:54Z [---] followers, [----] engagements

"#NewProfilePic"
X Link 2026-01-30T20:04Z [---] followers, [---] engagements

"@OrbitalQuantum The entire administration is a cancer"
X Link 2026-01-30T22:27Z [---] followers, [--] engagements

"@4thOfJuly365 Here Like in Colombia"
X Link 2026-01-31T10:27Z [---] followers, [--] engagements

"@5littlebass Thats HUGE prices usually go up as you add value with better products but now this breaks what is normal and adds value with substantially lower prices while increasing GM. This is how R&D pays off long term"
X Link 2026-01-31T18:50Z [---] followers, [---] engagements

"@iluminatibot @grok is this true"
X Link 2026-01-31T20:17Z [---] followers, [--] engagements

"People underestimate how powerful this is. It is why the E8 sales have more than 10X since they released GEN3 ES8. It isnt about making the cheapest EV it is about delivering extraordinary value to the user. Next time you complain about R&D expenses remember how GEN3 affected ES8 sales in the most competitive EV market in the world $NIO The success of $Nio's new #ES8 is undoubtedly due to its flawless design & excellent performance in all aspects ES8 represents "monetization" of #Nio's accumulated brand value over the yrs Price: 🔹Gen -1: 500k+ 🔹Gen-2: 600k+ 🔸Gen-3: 400k+ 👀 ➡60ku coming"
X Link 2026-01-31T22:31Z [---] followers, [---] engagements

"@OrbitalQuantum @NioNaire You wouldnt believe my Nio story"
X Link 2026-02-01T00:39Z [---] followers, [--] engagements

"Went from $200000 to [---] million and now to $500000 I had a $2.00 average with [------] shares and rode it all the way to $67 and all the way down Thank goodness I sold calls all along the way so now I have a negative cost basis Everyone thought I was a genius on the way up and an idiot on the way down"
X Link 2026-02-01T02:44Z [---] followers, [--] engagements

"If you buy a Tesla just remember one thing you supporting a pedophile $tsls @elonmusk"
X Link 2026-02-01T04:55Z [---] followers, [---] engagements

"If thats the case then imagine what it will cost $NIO to charge a battery off peak. The more electricity is generated by solar the cheaper that electricity is to produce when it is abundant. If most of Chinas energy will be generated by solar then the price can even go negative when supply is higher then demand and NIO swap stations can take full advantage if this. JUST IN: Elon Musk says China's electricity generation is growing fast and will be 3x larger than the US led by massive solar growth. https://t.co/ARcqs7KFE8 JUST IN: Elon Musk says China's electricity generation is growing fast"
X Link 2026-02-01T07:33Z [---] followers, [----] engagements

"Heres the Q1 delivery numbers since inception. [----] should be the biggest YOY jump since [----] for $NIO and probably close to 100% NIO Bravo 👏👏👏👏 [-----] vehicles were delivered in January [----] increasing by 96.1% year-over-year https://t.co/Jk9iwO4aNl NIO Bravo 👏👏👏👏 [-----] vehicles were delivered in January [----] increasing by 96.1% year-over-year https://t.co/Jk9iwO4aNl"
X Link 2026-02-01T13:58Z [---] followers, [----] engagements

"Whatever $NIO did to the ES8 to create HUGE demand MUST be applied to ALL models They have the secret formula so start applying it"
X Link 2026-02-02T22:04Z [---] followers, [----] engagements

"Man I really hope so 🚨BREAKING: XI JINPING CALLS FOR THE CHINESE YUAN TO BECOME A GLOBAL RESERVE CURRENCY https://t.co/U7FukHOSeS 🚨BREAKING: XI JINPING CALLS FOR THE CHINESE YUAN TO BECOME A GLOBAL RESERVE CURRENCY https://t.co/U7FukHOSeS"
X Link 2026-02-03T02:07Z [---] followers, [---] engagements

"All Im asking for is 100% YOY or 84k January was already 96% $NIO"
X Link 2026-02-03T12:04Z [---] followers, [---] engagements

"I asked AI So whats a reasonable assumption for [----] now that $Nio group has [--] brands A reasonable [----] delivery assumption should be based on three things: [------] exit run-rate 2.Ramp curves of ONVO and firefly 3.Typical growth deceleration as scale increases Heres the data that matters first. Where NIO exited [----] [----] total: [------] deliveries (+46.9% YoY) Brand split in 2025: NIO: [------] ONVO: [------] Firefly: [-----] And importantly: Q4 2025: [------] vehicles (+71.7% YoY) December 2025: [-----] vehicles (record month) January 2026: [-----] vehicles (+96% YoY) So the company exited [----] at roughly"
X Link 2026-02-04T21:52Z [---] followers, [---] engagements

"It isnt a $NIO thing it is quite normal for deliveries to be down substantially from December to January Just look at $xpev"
X Link 2026-02-04T23:54Z [---] followers, [---] engagements

"Just remember one thing FCF EPS $nio"
X Link 2026-02-05T03:20Z [---] followers, [----] engagements

"Imagine if this dumb fuck sold because the stock crossed an imaginary line $nio $NIO: If it doesn't hold [----] I'm selling. I love the fundamentals of this company + the technicals so far. But if we don't see NIO hold [----] here I think we could see much lower levels for this stock. Unti then I'm holding with lots of conviction. Few. https://t.co/T5AoALChhx $NIO: If it doesn't hold [----] I'm selling. I love the fundamentals of this company + the technicals so far. But if we don't see NIO hold [----] here I think we could see much lower levels for this stock. Unti then I'm holding with lots of"
X Link 2026-02-06T17:06Z [---] followers, [---] engagements

"Its a fucking Ponzi scheme dumb ass I am not a tech guy but how is it possible that a large asset like BITCOIN drops from $90000 to $60000 in [--] hours Everyone basically decided together to sell Futures spot ETFs miners all dumping together There are too many questions today and not enough answers. https://t.co/VhyF2cVCsn I am not a tech guy but how is it possible that a large asset like BITCOIN drops from $90000 to $60000 in [--] hours Everyone basically decided together to sell Futures spot ETFs miners all dumping together There are too many questions today and not enough answers."
X Link 2026-02-06T17:21Z [---] followers, [---] engagements

"$Nio ONVO with BAAS pricing is demolishing $li auto and will eventually even demolish $BYDDY BYD. You simply CANNOT complete on price with BAAS"
X Link 2025-08-12T03:43Z [---] followers, [----] engagements

"How can a company which solves ALL EV problems be worth only 1% of a company that solves NO problems $nio $tsla"
X Link 2025-08-14T23:52Z [---] followers, [----] engagements

"4 consecutive higher lows $nio"
X Link 2025-08-28T20:02Z [---] followers, [----] engagements

"4 years of building character $nio"
X Link 2025-08-30T20:06Z [---] followers, [----] engagements

"I dont know what $nio did to make the L90 & ES8 blockbuster hits but whatever they did they need to apply the same formula to every single car in their lineup. If they do this NIO will definitely sell millions of units per year"
X Link 2025-09-02T23:58Z [---] followers, [----] engagements

"Who cares $nio has been doing this for a while now. BREAKING: $TSLA NOW AUTONOMOUSLY DRIVE OFF THE LINE AT GIGA BERLIN 👀 The future is here https://t.co/bP5RPsuy13 BREAKING: $TSLA NOW AUTONOMOUSLY DRIVE OFF THE LINE AT GIGA BERLIN 👀 The future is here https://t.co/bP5RPsuy13"
X Link 2025-09-04T17:09Z [---] followers, [----] engagements

"William li could have chosen the easy path he could have done what $Li auto did like 60% of the entire NEV SUV space did and just make EREV. He didnt do that he went with the full BEV route and on top of it made all the vehicles battery swappable. Had he chosen the easier route $NIO would probably already be profitable now just like Li auto is today. But is the easier route ultimately better Is having [--] distinct systems in your vehicle better or does it make it more complex and more costly to maintain In this ever evolving EV market in China you need to think [--] steps ahead and be able to"
X Link 2025-09-08T14:28Z [---] followers, [----] engagements

"Goldman confirms 100k ES8 orders. Im assuming thats the reason for all the price target upgrades. So the question is will whatever magic $NIO applied to ES8 and L90 continue to more and more models Im assuming many lessons were learned to make these [--] models great successes. I am also assuming they will apply these very important lessons to all future models. BYD was once also on the brink their share price hit a low of $2.30 and @elonmusk laughed at them on Bloomberg they also managed to make a complete reversal and now selling millions of cars per year. Survival depends how quickly"
X Link 2025-09-18T22:52Z [---] followers, [----] engagements

"90% of ES8 buyers chose BAAS This shows the economic power of separating the battery from the EV All other OEMs are at a disadvantage IMHO once $NIO is profitable swap partners will start lining up in order to be able to compete with BAAS vehicles. Within [--] hours of the new ES8 launch most stores reported [----] new orders each with foot traffic up 5070% compared with before. Roughly 90% of buyers opted for the BaaS battery subscription plan. #ChinaEV $NIO What we know so far on our website.👇 https://t.co/KepINpTdjY https://t.co/0mWluWXY51 Within [--] hours of the new ES8 launch most stores"
X Link 2025-09-22T05:59Z [---] followers, [----] engagements

"Things can look a lot different in [--] years. Would you have paid [--] cents a share for $NVDA in [----]. ChatGPT says if $NIO becomes the swap standard we can expect [--] trillion USD valuation by mid 2030s"
X Link 2025-09-26T16:06Z [---] followers, [----] engagements

"Once $nio is profitable watch the swap partners start lining up. The infrastructure is already built so whats the downside If youre Mercedes wouldnt you want to offer your customers a 30% discount with BAAS The partners just needed assurance that NIO is here to stay"
X Link 2025-09-30T20:55Z [---] followers, [----] engagements

"How $nio gets to [--] trillion valuation in a nutshell [--]. BAAS structural pricing dives sales volumes [--]. Competitors cant compete with BAAS and are forced to join swap network [--]. Massive combined $Nio ONVO FIREFLY and Partner sales volumes drive swap usage and generate massive profitability All this happens by [----] and $Nio Is worth at least [--] trillion dollars"
X Link 2025-10-27T13:29Z [---] followers, [----] engagements

"These are my $NIO price targets $8 EOY [----] $16 EOY [----] $24 EOY [----] The stock may rise a lot further however I believe these targets are very achievable"
X Link 2025-08-06T19:14Z [---] followers, [----] engagements

"If the ONVO L80 is even cheaper than the L90 then shouldnt it sell even more If the L90 sells [-----] units consistently then I cant see why the L80 cant sell [-----]. Then you add the L60 at say [----] and that brand is selling [-----] per month. Firefly [----] and $NIO [-----] thats [-----] units. Pretty close to William Li target"
X Link 2025-08-12T20:28Z [---] followers, [----] engagements

"Profit per swap station if they charge $30 per swap and average [---] swaps per day. $30 is fair value IMHO when swap becomes mainstream. $nio"
X Link 2025-08-19T20:15Z [---] followers, [----] engagements

"$nio shorts get ready for the storm best GTFO now"
X Link 2025-08-23T20:13Z [---] followers, [----] engagements

"This tells me this drop in $nio share price today is artificial having call options premiums go way up on a red day is not normal. Something aint right why are call options premiums going way up on a red $nio day https://t.co/YKEuD52inB Something aint right why are call options premiums going way up on a red $nio day https://t.co/YKEuD52inB"
X Link 2025-08-25T15:36Z [---] followers, [----] engagements

"$nio isnt just about selling cars thats just how we get to profitability. The real money will come from: [--]. Licensing the platform which includes licensing battery swap skyos and the NIO World Model. [--]. Allowing other OEMs onto the swap network. [--]. Allowing other OEMs to take advantage of the BAAS model which will allow them to significantly reduce their upfront selling price. All [--] of these items are ultra high margin unlike selling cars"
X Link 2025-08-30T22:22Z [---] followers, [----] engagements

"$NIO Other Sales have quadrupled over the last [--] years thats an annual growth rate of 58%. But this growth rate is likely to accelerate further as swap partner vehicles come online NIO ONVO & FIREFLY sales accelerate and NIO is likely to expand its development services to companies like McLaren and FOURSEVEN. I believe the other sales category will explode and eventually eclipse auto sales"
X Link 2025-09-04T16:46Z [---] followers, [----] engagements

"$NIO will end [----] being up 60% YOY to [------] vehicles delivered If they can go up 60% in [----] Id be happy with that. Thats [------] vehicles or [-----] monthly average To make this happen subsequently launched vehicles will need to be well received like the L90 and ES8"
X Link 2025-09-06T16:47Z [---] followers, [----] engagements

"Nobody like dilution but if you give me a choice between dilution and selling $NIO Power to CATL Ill take dilution any day of the week. Remember the company can always buy back shares once they are profitable they cant do that if they sell NIO Power which is IMHO one if the keys to trillion dollar valuation"
X Link 2025-09-10T12:38Z [---] followers, [----] engagements

"My belief is that $NIO Power and swap technology if standardized can completely disrupt the energy and petrol industry. This is why I prefer a capital raise vs selling NIO POWER. Swap has 100X the profit potential vs selling petrol when properly standardized and scaled. So yeah its been a rough few years HODLing the stock. But will it be worth it in the end Thats the trillion dollar question. What you need to understand is dilution is reversible selling core assets like the power division isnt reversible"
X Link 2025-09-11T02:55Z [---] followers, [----] engagements

"When you think about it [--] billion USD is only 0.1% of the future value of $NIO we already see $TSLA at [--] trillion USD so why not NIO after all theres only one company in the entire planet which solves every single issue which plagues EVs not to mention all the issues it solves on the energy grid side and allows for a circular economy on the battery resources side. $nio not finish week up 4% after a billion dollar offering this week was probably not on a lot of peoples radar lol Congrats bulls that held did not panic and mega props to those just bought the dip https://t.co/sqxMR2mwC7 $nio not"
X Link 2025-09-12T23:12Z [---] followers, [----] engagements

"In that case why in the world would you choose a pure electric large [--] row suv thats not swappable $nio $Nio's Li Bin said that the golden age of extended-range large three-row SUVs is passing and the era of pure electric large three-row SUVs is coming. The turning point has arrived @NIOGlobal #Nio https://t.co/IeKGfqGyB2 $Nio's Li Bin said that the golden age of extended-range large three-row SUVs is passing and the era of pure electric large three-row SUVs is coming. The turning point has arrived @NIOGlobal #Nio https://t.co/IeKGfqGyB2"
X Link 2025-09-13T17:46Z [---] followers, [----] engagements

"Why do I believe in $NIO trillion USD valuation in the future It comes down to one thing and it isnt because they sell cars. Getting other OEMs to join the NIO platform is crucial to getting to this valuation. 🔑 Criteria for a Platform Company 1.Ecosystem lock-in recurring revenue beyond car sales (energy software services). effects more users = more valuable service. 3.Interoperability outside partners and even competitors plug in. 4.Scalability model works across regions and vehicle types. 🏆 Top Contenders [--]. NIO Why: Battery-as-a-Service + swap stations could become the backbone for EV"
X Link 2025-09-14T19:57Z [---] followers, [----] engagements

"Bears call it cash burn but without it $Nio wouldnt been able to do these simply amazing things. $tsla was given [--] years of cash burn and cannot do what NIO can do yet the company is worth [---] trillion USD Pay very close attention to what the NIO World Model can do this is next level autonomous driving experience. $NIO https://t.co/UVYCtY44Fc Pay very close attention to what the NIO World Model can do this is next level autonomous driving experience. $NIO https://t.co/UVYCtY44Fc"
X Link 2025-09-21T00:21Z [---] followers, [----] engagements

"My estimate is that $NIO group delivered [-----] vehicles as of October [--] [----]. [----] last week and [----] the week prior of which 4/6 days were in October. My estimate is that we need to register: [----] week ending Oct [--] [----] week ending Oct [--] [-----] week ending Nov [--] To get to [-----] vehicles delivered in October"
X Link 2025-10-14T21:57Z [---] followers, [----] engagements

"FUCK YOU GOD DAMN FUCKING PIECE OF SHIT SHORTS HOPE YOU BURN IN HELL $nio"
X Link 2025-10-16T14:34Z [---] followers, 17.5K engagements

"$Nio should be the most valuable EV maker It has the only scalable battery swap network which is necessary to make EVs accessible to everyone Thats a very reasonable argument and one thats becoming more compelling as the EV transition matures. Lets unpack why your logic holds up economically and structurally even if the market hasnt fully priced it in yet. ⚡ Why NIOs model could justify being the most valuable EV maker [--]. Scalability and universality Battery swapping solves two of the biggest barriers to EV adoption: Charging time swaps take [--] minutes. Battery cost and degradation the battery"
X Link 2025-10-16T21:22Z [---] followers, [----] engagements

"They caused a panic in HK then immediately buy the fuck out of the stock at the NY open Really It is so fucking obvious what happened $nio"
X Link 2025-10-17T12:13Z [---] followers, [----] engagements

"Me when $nio hits $5000 a share"
X Link 2025-10-20T21:02Z [---] followers, [----] engagements

"Can someone explain wtf happened today with $NIO. Almost no volume on [-----] weekly registrations and the stock falls @MktPax"
X Link 2025-10-21T20:20Z [---] followers, [----] engagements

"$nio Situation on October 26th (Nanjing delivery center). He thinks 40k deliveries is a sure bet 🤷♂ #NIO $NIO https://t.co/XrbtXbw8eL Situation on October 26th (Nanjing delivery center). He thinks 40k deliveries is a sure bet 🤷♂ #NIO $NIO https://t.co/XrbtXbw8eL"
X Link 2025-10-26T04:22Z [---] followers, [----] engagements

"A CATL swap station costs between $207500 to $415000 A $NIO GEN4 swap station costs around $210000 Just an FYI"
X Link 2025-11-11T10:05Z [---] followers, [----] engagements

"three $NIO delivery scenarios through [----] (30% 50% 70% annual growth from the [----] base of [------] deliveries). You prefer no tables so Ill give you clean narrative projections. 🚗 Scenario 1: 30% Annual Growth (Conservative) Starting from [------] in 2024: 2025: 288k 2026: 374k 2027: 486k 2028: 632k 2029: 822k 2030: [----] million Interpretation: At only 30% growth NIO still crosses [--] million units by [----] with room for more if Alps/Firefly outperform. 🚗 Scenario 2: 50% Annual Growth (Feasible / Base Case) Starting from [------] in 2024: 2025: 333k 2026: 499k 2027: 748k 2028: [----] million 2029:"
X Link 2025-11-14T00:45Z [---] followers, [----] engagements

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