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@jan_dekkers "$NIO Canada China Relations"
X Link @jan_dekkers 2025-10-13T01:57Z 1653 followers, 1320 engagements

"$NIO Entering Its Most Defining Phase Yet After years of heavy investment global expansion and relentless innovation #NIO now stands on the verge of a pivotal transformation - one that could redefine not just its financial outlook but its entire position within the global EV industry. With profitability projected in Q4 2025 and deliveries approaching record highs the company appears ready to transition from an ambitious disruptor into a profitable global player. X. Profitability in Sight NIO has spent the last two years optimizing its operations and reducing costs while steadily growing"
X Link @jan_dekkers 2025-10-06T15:34Z 1666 followers, 10.2K engagements

"$NIO Surges Ahead in Hefei - A Testament to Chinas EV Leadership and Local Economic Strength In yet another milestone for Chinas premium EV champion #NIO has officially requested municipal coordination to help expand labor resources in Hefei underscoring one clear fact: demand is booming faster than production can keep up. Since establishing its headquarters in Hefei NIO has become a cornerstone of Chinas advanced electric vehicle ecosystem developing core capabilities in R&D manufacturing sales and key component production. With robust support from provincial and local authorities NIO"
X Link @jan_dekkers 2025-10-16T14:30Z 1669 followers, 2241 engagements

"Why Analysts Miss $NIO Future #NIO long-term vision is clear yet Wall Street still struggles to see it. Despite strong growth indicators imminent profitability and a clear roadmap into 2026 most analyst and institutional price targets remain anchored in what the company has already achieved -rather than what is about to unfold. This disconnect reveals a deeper flaw in how the market values next-generation technology companies. NIO is building more than cars. Its constructing an ecosystem that combines smart EVs battery swap networks autonomous driving proprietary chips and SkyOS - a fully"
X Link @jan_dekkers 2025-10-09T15:26Z 1666 followers, 2644 engagements

"$Nio Mass-Market Gamble Pays Off: Onvo Hits 100000-Vehicle Milestone #Nio Inc.s foray into the mass-market electric vehicle space has just reached a noteworthy benchmark: its sub-brand Onvo has rolled out its 100000th production unit. The milestone underscores both the speed of Onvos ramp and the challenge ahead as it competes in Chinas intensely competitive EV market. Rapid ascent in deliveries Onvos 100000th vehicle is slated to be delivered this weekend according to an announcement via the brands mobile app. This delivery will push Octobers total deliveries to approximately 9721 units"
X Link @jan_dekkers 2025-10-15T05:53Z 1669 followers, 3112 engagements

"$NIO Is Entering Its Strongest Quarter Yet After posting record-breaking numbers in Q3 NIO is now stepping into what could become its most impressive growth phase ever. October marks the start of a powerful Q4 ramp that investors analysts and even competitors are watching closely. 🔹 October: Foundation Month (40000+ Deliveries) Early registration data already shows NIO tracking well above expectations with analysts projecting around 40000+ deliveries for October. That would represent a solid continuation of Septembers record-setting pace and confirm that demand for both NIO and Onvo models"
X Link @jan_dekkers 2025-10-13T15:57Z 1668 followers, 9163 engagements

"$NIO - The XXX% tariff threat is a much bigger deal for the U.S. than for China. Even if Chinas exports to the U.S. were to drop by XX% the overall impact would be minimal. In 2024 Chinas total exports of goods and services reached US $XXXX trillion while U.S. imports from China totaled only US $XXXXX billion - barely a fraction of Chinas global trade. For China losing part of that small share is manageable. For the U.S. however the consequences are far more serious: higher consumer prices supply chain disruptions and reduced competitiveness. In short tariffs hurt America more than they hurt"
X Link @jan_dekkers 2025-10-12T01:18Z 1665 followers, 4064 engagements

"Analysts continue to judge $NIO by its quarterly deliveries and current losses ignoring the technological revolution the company is quietly building. With its self-developed Shenji autonomous driving chip and SkyOS vehicle operating system #NIO is laying the foundation for a high-margin tech licensing empire that could reshape its entire earnings profile. NIO has confirmed plans to open both the Shenji chip and SkyOS for licensing to other automakers - a pivotal step toward becoming a platform provider rather than just a vehicle manufacturer. This means NIO could soon power millions of"
X Link @jan_dekkers 2025-10-08T16:05Z 1666 followers, 3712 engagements

"Cant Fix Stupid - Shorts Rise as $NIO Sets New Delivery Records Theres a saying in the market: you cant fix stupid. And nothing illustrates that better than watching short interest climb right as NIO posts record-breaking delivery numbers. Lets get real - NIO just delivered 6400 vehicles in the first week of October followed by 7300 in the second week according to insurance registration data. Thats already 13700 vehicles in just two weeks and with three weeks left the company is well on track to smash through 40000 deliveries for the month - possibly even more. So why are shorts increasing"
X Link @jan_dekkers 2025-10-14T19:49Z 1669 followers, 13.4K engagements

"$NIO Entering the Profitability Era with Power Scale and a Coming Re-Rate As #NIO approaches the next phase of its evolution the company stands on the verge of achieving what once seemed distant - large-scale profitability. With 600000 annual deliveries in sight and a growing ecosystem that extends far beyond vehicles NIO is poised for a transformational rerate similar to what $Tesla and $Li Auto experienced when they crossed the profitability threshold. At 600000 units in 2026 NIOs automotive revenue would reach roughly $XX billion. Even at a moderate XX percent gross margin that equates to"
X Link @jan_dekkers 2025-10-07T14:51Z 1666 followers, 3347 engagements

"October: $NIO Manufacturing Push to Meet Soaring Demand October marks a crucial turning point for #NIO as the companys factories are running at full throttle to deliver on a massive backlog of orders spanning its flagship ES8 the family-focused Onvo L60 and the highly anticipated Firefly small EV line. After months of preparation and supply-chain optimization October is all about production execution. NIO is laser-focused on manufacturing efficiency as it works to fulfill overwhelming demand across its new multi-brand lineup. Many bullish analysts and investors now anticipate 40000 deliveries"
X Link @jan_dekkers 2025-10-08T05:01Z 1668 followers, 13.1K engagements

"f HSBC truly rolled up its sleeves and projected $NIO real Q4 potential - 150000 deliveries in a single quarter - the price target wouldnt just be $XXXX. It would be a complete re-rating of NIOs business model and market position. At 150k quarterly deliveries NIO would be tracking an annualized pace of 600000 vehicles - rivaling global EV leaders. Thats not a stretch goal anymore; its within reach given the companys production capacity surging Onvo demand and rapid rollout of its fifth-generation battery swap network. Such volume would likely push NIOs gross margin solidly into double digits"
X Link @jan_dekkers 2025-10-08T20:48Z 1666 followers, 4107 engagements

"Ignore the Noise: Focus on $NIO Future Lately theres been a lot of chatter on X and YouTube about NIO price targets #NIO XXX or NIO XX - with endless videos threads and hot takes debating what the stock should or shouldnt do. But heres the reality: none of that matters if you understand what really drives a companys value. NIO is not defined by social media hype or by analysts scrambling to assign arbitrary numbers. What matters is the companys trajectory: profitable years ahead innovative products and sustainable growth. Short-term opinions are just noise. Every time someone posts a bullish"
X Link @jan_dekkers 2025-10-11T20:30Z 1666 followers, 3819 engagements

"$nio Chinese EV companies using $NVIDIA chips $Li Auto currently uses dual NVIDIA DRIVE #Orin chips for its AD Max system and is planning to adopt DRIVE Thor for future vehicles. Great Wall Motor ( $GWM ) uses DRIVE Orin for its Coffee Pilot intelligent driving system and has announced further adoption of NVIDIA DRIVE for automated driving. $Zeekr (part of $Geely ) already using DRIVE Orin and also planning to adopt DRIVE Thor in next-generation models. $Xiaomi EV (SU7 sedan and others) the SU7 sedan uses dual NVIDIA DRIVE Orin chips and Xiaomi is among the automakers expected to use DRIVE"
X Link @jan_dekkers 2025-09-17T19:16Z 1667 followers, 5393 engagements

"Why Shorting $NIO Makes No Sense I get it - some traders and institutions automatically short any Chinese company that trades on a U.S. exchange. They assume China = risk. But shorting #NIO based on that logic is not just lazy its misguided. Heres why. First NIO doesnt even do business in the U.S. Theres no American revenue no U.S. market exposure and no dependency on American consumers or regulators. The companys sales production and strategic focus are entirely within China and expanding globally - in Europe the Middle East and soon other regions through partnerships like CYVN (Abu Dhabi)"
X Link @jan_dekkers 2025-10-11T01:53Z 1667 followers, 1950 engagements

"When theres blood on the street buy more. I did under X. That saying has never been truer than now for $NIO. While short-term traders panic over quarterly noise long-term investors know that this is when generational opportunities are created. NIO is not a meme stock - its a company thats quietly building the foundation for the future of mobility: Record ES8 deliveries pending Next-gen XXX kWh semi-solid batteries Fifth-gen battery swap stations (72 sec swaps) In-house Shenji chips and SkyOS platform ONVO & Firefly brands to capture every segment Expanding into Europe and beyond When fear"
X Link @jan_dekkers 2025-10-10T15:32Z 1666 followers, 2734 engagements

"$NIO Turning Point: What 150000 Cars and Profitability in Q4 Could Mean for the Stock #NIO is on the verge of a historic transformation. After years of heavy investment in technology manufacturing and service infrastructure the company is approaching an inflection point that could redefine how the market values it. Delivering 150000 vehicles in a single quarter and achieving profitability in Q4 would mark a watershed moment - a pivot from promise to performance from potential to proof. This isnt just about numbers. Its about credibility scale and signaling to the market that NIOs premium EV"
X Link @jan_dekkers 2025-10-16T04:36Z 1669 followers, 3504 engagements

"For years $NIO has been one of the most misunderstood companies in the global EV landscape. Despite industry-first innovations advanced technology and a rapidly expanding energy ecosystem many analysts and institutions continue to view #NIO solely through the lens of current financials instead of long-term potential. The problem is that Wall Streets traditional valuation models were built for legacy automakers not for a company like NIO that is building an entire ecosystem around energy software and AI-driven mobility. Battery swap networks Battery-as-a-Service (BaaS) autonomous driving and"
X Link @jan_dekkers 2025-10-08T15:28Z 1657 followers, 7375 engagements

"From Bearish to Bullish: Why $NIO Will Emerge Stronger Through Tariff Turbulence Some investors believe the current market rally is short-lived and they might be right - in the short term. Global uncertainty talk of escalating tariffs and election-driven headlines have created volatility across the entire EV and tech sector affecting names like $LI $CLSK $CVNA $COIN and of course $NIO But short-term noise doesnt define long-term success - fundamentals do. NIOs Strength Amid Tariff Tensions Unlike many companies directly tied to U.S.-China trade NIO operates primarily within China and"
X Link @jan_dekkers 2025-10-13T15:35Z 1666 followers, 1832 engagements

"$NIO October Momentum Is Already Turning Heads NIO started October with a surge - 6400 vehicle insurance registrations in just the first few days of the month. To put that into perspective if this pace continues it could translate into well over 50000 deliveries for October alone - a record-breaking month for the company. Even accounting for potential slowdowns mid-month a conservative projection still points to 4000050000 units far surpassing NIOs previous highs. Thats massive growth momentum driven by its expanding lineup - including Onvo and Firefly both of which are quickly gaining"
X Link @jan_dekkers 2025-10-12T01:33Z 1666 followers, 3837 engagements

"Seems $nio is in the cooking oil business"
X Link @jan_dekkers 2025-10-14T22:33Z 1669 followers, 8851 engagements

"IS $NIO COMMING TO NORTH AMERICA #NIO"
X Link @jan_dekkers 2025-10-12T21:25Z 1669 followers, 14.6K engagements

"$NIO October Momentum: On Track for 40000 Deliveries #NIO continues to power ahead in October with strong registration data confirming what investors have been hoping for - steady acceleration in sales momentum across all models including the new Onvo and Firefly lines. Week-by-Week Breakdown: Week X (Sept XX Oct 6): 6400 registrations Week X (Oct X Oct 13): 7300 registrations Total after X weeks: 13700 units With three weeks remaining in October NIO would need an average of around 8767 deliveries per week to reach the ambitious 40000-unit milestone and that target is well within reach given"
X Link @jan_dekkers 2025-10-14T15:11Z 1668 followers, 2805 engagements

"Besides $nio look at $li and $xpev"
X Link @jan_dekkers 2025-09-25T14:14Z 1664 followers, 4269 engagements

"Breaking: $NIO Joins First Batch of Approved L3 Autonomous Driving Pilot Models in China The Ministry of Industry and Information Technology together with the Ministry of Public Security and several other departments has officially released the first batch of models permitted to pilot L3 autonomous driving in China. Among the approved automakers - $Changan $Seres ( $Wenjie ) $BYD $Avatr and others one name stands out: #NIO NIO is the only pure-play new energy vehicle (NEV) company to make the list. Heavyweights such as $Xiaomi Li Auto ( $LI ) XPeng ( $XPEV ) and #Tesla ( $TSLA ) are notably"
X Link @jan_dekkers 2025-10-04T16:06Z 1667 followers, 29.3K engagements

"Shorting $NIO Youre Missing the Bigger Picture Lets be honest - a lot of traders hit the short button the moment they see a Chinese ticker. Its reflex not research. But when it comes to #NIO that mindset completely misses the point. NIO doesnt even sell cars in the U.S. Its not reliant on American consumers not exposed to tariffs and not tangled in Washingtons trade politics. Its strength lies in China Europe and the Middle East where partnerships like CYVN (Abu Dhabi) and McLaren Group are fueling expansion and technology licensing. And heres where it gets interesting - Q4 2025 could change"
X Link @jan_dekkers 2025-10-11T02:09Z 1669 followers, 4077 engagements

"$NIO Canadas EV Tariff: Time to End the Double-Standard In a welcome development Premier Wab Kinew of Manitoba has called on Canadas federal government to drop its XXX % tariff on Chinese electric vehicles (EVs) pointing to recent signals from Beijing that China would reciprocate by lifting retaliatory tariffs on key Canadian agricultural exports. This appeal is not only timely - it presents a strategic win-win for both Canada and proponents of Chinas EV industry particularly companies like NIO which stand to benefit from renewed access to Canadian markets. Why the Tariff Should Go Tariff is"
X Link @jan_dekkers 2025-10-12T16:09Z 1669 followers, 15.4K engagements

"Amid the Noise $NIO Stands Strong as Chinas Premium EV Leader The past few days have seen a flood of panic-driven headlines across social media - stories about a looming U.S.-China trade war collapsing markets and supposed end-of-the-world economic chaos. But behind the noise the reality is far more balanced - and for #NIO the fundamentals have never looked stronger. Chinas exports surged XXX% in September marking the fastest growth in six months defying U.S. tariff headlines. This growth shows that Chinese manufacturing and innovation remain in high demand globally - and companies like NIO"
X Link @jan_dekkers 2025-10-16T02:39Z 1669 followers, 1485 engagements

"#Q2 2025 Earnings Expectations for $NIO #NIO will report its Q2 2025 earnings before the U.S. market opens on Tuesday September X 2025 . Analysts' Forecasts (Consensus) Earnings per Share (EPS): MarketBeat projects a loss of $XXXX per share . Seeking Alpha and AInvest indicate a consensus of ($0.31) EPS . TipRanks expects a similar ($0.31) EPS with estimates ranging between ($0.31) and ($0.27) or more precisely in line at ($0.31) . Revenue: Estimates vary slightly but generally center around $XXXX billion to $XXXX billion: TipRanks and AInvest: $XXXX billion . Seeking Alpha and AInvest: $2.76"
X Link @jan_dekkers 2025-08-30T02:09Z 1665 followers, 9734 engagements

"In a decisive step toward full-stack autonomy $NIO has launched Anhui Shenji Technology Co. Ltd. an independent chip design company founded in 2025 to accelerate its integrated circuit and AI software ambitions. Headquartered in Hefei Shenji symbolizes NIOs determination to control the critical technologies that power its vehicles - and to compete in the broader semiconductor arena. The companys flagship product the Shenji NX9031 autonomous-driving chip is a 5nm processor with a 32-core CPU and NPU designed for next-generation self-driving systems. Mass production began in April 2025 and the"
X Link @jan_dekkers 2025-10-07T15:40Z 1669 followers, 5432 engagements

"$NIO - Chinas direct investment in the United States has collapsed from its $XX billion peak in 2016 to just $XXX billion in the first half of 2025. According to Bloomberg this dramatic decline has been driven by tighter U.S. national security reviews and Beijings capital controls. But now in a stunning twist Reuters reports that China is offering a massive $X trillion investment package to the Trump administration in exchange for easing restrictions and tariffs. If realized this would represent a reversal of a decade-long freeze in capital flowsand it could be very positive for companies"
X Link @jan_dekkers 2025-10-05T17:14Z 1666 followers, 5311 engagements