#  @jan_dekkers jan dekkers jan dekkers posts on X about $nio, nio, in the, china the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::492484666/interactions)  - [--] Week [------] -33% - [--] Month [-------] +28% - [--] Months [---------] +215% - [--] Year [---------] +542% ### Mentions: [--] [#](/creator/twitter::492484666/posts_active)  - [--] Week [--] -1.40% - [--] Month [---] +21% - [--] Months [---] +165% - [--] Year [-----] +368% ### Followers: [-----] [#](/creator/twitter::492484666/followers)  - [--] Week [-----] +1.90% - [--] Month [-----] +13% - [--] Months [-----] +86% - [--] Year [-----] +347% ### CreatorRank: [-------] [#](/creator/twitter::492484666/influencer_rank)  ### Social Influence **Social category influence** [automotive brands](/list/automotive-brands) #4716 [finance](/list/finance) 32.89% [stocks](/list/stocks) 23.49% [countries](/list/countries) 15.44% [travel destinations](/list/travel-destinations) 6.71% [financial services](/list/financial-services) #894 [technology brands](/list/technology-brands) 2.68% [cryptocurrencies](/list/cryptocurrencies) 2.01% [celebrities](/list/celebrities) 2.01% [exchanges](/list/exchanges) 0.67% **Social topic influence** [$nio](/topic/$nio) #4, [nio](/topic/nio) #117, [in the](/topic/in-the) 14.09%, [china](/topic/china) #3886, [tesla](/topic/tesla) #1496, [strong](/topic/strong) 7.38%, [the most](/topic/the-most) 6.71%, [electric vehicle](/topic/electric-vehicle) 6.71%, [investment](/topic/investment) 6.71%, [money](/topic/money) 6.71% **Top accounts mentioned or mentioned by** [@jimmytran192261](/creator/undefined) [@jandekkers](/creator/undefined) [@youtube](/creator/undefined) [@cnevpost](/creator/undefined) [@grok](/creator/undefined) [@salledeguerre2](/creator/undefined) [@n2o2inc](/creator/undefined) [@niothailand](/creator/undefined) [@andy_fitzgerald](/creator/undefined) [@colletpier96354](/creator/undefined) [@niosanfrancisco](/creator/undefined) [@cyclefan88](/creator/undefined) [@chrisstura](/creator/undefined) [@liamdenning](/creator/undefined) [@opinion](/creator/undefined) [@arthurshen](/creator/undefined) [@elonmusk](/creator/undefined) [@nioswitzerland](/creator/undefined) [@unusualwhales](/creator/undefined) [@5littlebass](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/tesla) [XPENG INC. (XPEV)](/topic/xpeng) [Li Auto Inc. (LI)](/topic/li-auto) [Lennox International, Inc. (LII)](/topic/$li) [Boyd Gaming Corporation (BYD)](/topic/$byd) [Goldman Sachs (GS)](/topic/goldman-sachs) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Toyota Motor Corporation (TM)](/topic/$tm) [Stellantis N.V. (STLA)](/topic/$stla) [GM (GM)](/topic/$gm) [Lucid Group Inc (LCID)](/topic/$lcid) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) ### Top Social Posts Top posts by engagements in the last [--] hours "Potential Solutions for $NIO Shenji Chip Mass Production Challenge [--]. Foundry Partnerships ( $TSMC / $SMIC / #HuaHong) The most direct path is scaling through a Tier-1 semiconductor foundry with proven automotive-grade reliability. Right now Chinese fabs (like SMIC or Hua Hong) could help with localized production to reduce export restrictions. A dual-foundry strategy (Taiwan + Mainland) could balance risk. [--]. Joint Ventures or Strategic Investors NIO already spun off Anhui Shenji Technology Co. Ltd. as a separate subsidiary. By inviting strategic investorspossibly CATL Huawei or state-backed" [X Link](https://x.com/jan_dekkers/status/1958700510636384313) 2025-08-22T01:19Z [----] followers, [----] engagements "For $NIO battery swap stations the cost is not borne solely by #NIO. It follows an alliance and co-investment model: NIO itself invests in station design core technology (robotics software control systems) and some flagship locations. Battery suppliers (e.g. $CATL $EVE Energy #Gotion) often co-invest as the stations support their batteries and expand the ecosystem. Partner OEMs in the NIO Battery Swap Alliance share costs for stations when their vehicles use the network. Local/state governments or infrastructure partners sometimes provide subsidies land or grid access to speed deployment. The" [X Link](https://x.com/jan_dekkers/status/1989405934700171491) 2025-11-14T18:51Z [----] followers, [----] engagements "$NIO and $CATL Deepen Strategic Alliance: Building the Foundation for a Multi-Brand Battery Swap Era NIOs newly announced five-year strategic cooperation agreement with CATL is far more than a routine supplier renewal. It represents a decisive step toward industrializing battery swap technology at scale and reinforces NIOs position as the architect of the worlds most advanced battery-as-a-service (BaaS) ecosystem. At its core the agreement focuses on the joint development of long-life batteries optimized specifically for battery swap use cases alongside the continued expansion and" [X Link](https://x.com/jan_dekkers/status/2008573676887658614) 2026-01-06T16:17Z [----] followers, [---] engagements "Chinese EV Companies Active in the EU: $NIO - Active sales across most major EU markets $BYD - Selling EVs across most major EU markets $XPeng - Vehicles sold and registered in: Norway Netherlands Denmark Sweden Germany $Geely Group Zeekr Active sales Netherlands Sweden Germany Norway $Dongfeng (Voyah) - Vehicles sold through dealers in: Germany Norway Italy Great Wall Motor (ORA) Germany UK Nordics https://twitter.com/i/web/status/2010764108241781224 https://twitter.com/i/web/status/2010764108241781224" [X Link](https://x.com/jan_dekkers/status/2010764108241781224) 2026-01-12T17:21Z [----] followers, [----] engagements "$NIO Not Just a Car Company but a Software-Defined Mobility Platform #NIO is often discussed as an electric vehicle manufacturer but that framing increasingly misses the point. What matters most is not a single model quarterly delivery number or headline comparison. It is the direction of the company. NIOs direction is clear. It is positioning itself as a software-defined mobility company where vehicles continuously improve over time through AI data and compute. Unlike traditional automakers NIO does not treat software as a feature layered on top of hardware. Software is the product. From" [X Link](https://x.com/jan_dekkers/status/2016520256890847457) 2026-01-28T14:34Z [----] followers, [----] engagements "With $Tesla Stepping Back $NIO Stands Alone as the Innovation Leader As #Tsla winds down the Model S and Model X and increasingly narrows its focus to mass-market scale a vacuum has opened at the very top end of electric vehicle innovation. That vacuum is not theoretical. It is visible. And today NIO is the company standing in it. For years Tesla defined what a premium electric vehicle could be. But innovation leadership is not a lifetime appointment. It must be continuously earned. While Teslas strategy has shifted toward cost reduction platform consolidation and margin defense NIO has gone" [X Link](https://x.com/jan_dekkers/status/2017039939834433767) 2026-01-30T00:59Z [----] followers, [----] engagements "Why $NIO Looks Like the Future of EVs While $Tesla Quietly Moves On Buying a $Tsla today sounds dumb. Tesla built the modern EV industry. That part of the story is not up for debate. But history does not guarantee relevance and the decision to phase out the Model S and Model X should make any potential buyer pause. These two vehicles were once Teslas halo products. They represented innovation performance and premium electric driving. Their quiet exit is not just a product decision. It is a signal. Tesla is no longer focused on building the best cars. It is focused on building the next" [X Link](https://x.com/jan_dekkers/status/2017421854177415569) 2026-01-31T02:17Z [----] followers, [----] engagements "$Nio Drives EV Adoption with New 7-Year Financing Plan in China #Nio Inc. (NYSE: NIO HKG: 9866) is taking a bold step to accelerate electric vehicle adoption in its home market by rolling out an ultra-long-term low-interest 7-year financing plan for car purchases in China. This strategic move announced in early February [----] positions Nio alongside Tesla Xiaomi Li Auto Xpeng and other leading EV makers in offering some of the most consumer-friendly auto financing in the world - a significant push at a time when Chinas EV market is experiencing a seasonal slowdown. Making EV Ownership More" [X Link](https://x.com/jan_dekkers/status/2017756564850106644) 2026-02-01T00:27Z [----] followers, [----] engagements "$NIO - #NIO Uzbekistan is the most populous country in Central Asia with a rapidly growing population and a car market dominated by domestic production primarily white Chevrolets. As of early [--------] the population has surpassed [--] million with over [--] million vehicles registered to individuals. Nio makes official entry into Uzbekistan with opening of 1st local store via @CnEVPost https://cnevpost.com/2026/02/01/nio-makes-official-entry-into-uzbekistan/ https://cnevpost.com/2026/02/01/nio-makes-official-entry-into-uzbekistan/" [X Link](https://x.com/jan_dekkers/status/2017854753305252305) 2026-02-01T06:57Z [----] followers, [----] engagements "January [----] China EV Deliveries Comparison $NIO [-----] vehicles +96.08% year over year Nearly doubled January [----] volumes despite Chinese New Year slowdown Strong rebound signal and demand recovery clearly visible Takeaway: NIO is showing one of the strongest year over year growth rates among pure BEV peers. Li Auto [-----] vehicles Down year over year Sharp month over month decline Key context: Li Auto volumes are now roughly flat with NIO Growth momentum has cooled as EREV competition intensifies Still heavily dependent on hybrid style positioning rather than pure BEV scale Takeaway: Li Auto" [X Link](https://x.com/jan_dekkers/status/2017878688264499200) 2026-02-01T08:32Z [----] followers, [----] engagements "You got grok to answer :-) @grok I don't avoid critical questions - I rely on data for thoughtful responses. On Chinese pure EV stocks analysts see $NIO with high potential (current $4.70 optimistic targets $15-20 by end-2026 possibly tripling). XPeng ($18 targets to $26) and Zeekr ($27 to $38) are strong too. Not financial advice; do your research. https://twitter.com/i/web/status/2017996272461074672 https://twitter.com/i/web/status/2017996272461074672" [X Link](https://x.com/jan_dekkers/status/2017996272461074672) 2026-02-01T16:19Z [----] followers, [---] engagements "If You Dont Have a Moat Like $NIO You Wont Survive the EV Shakeout. The ongoing selloff in Chinese electric vehicle (EV) stocks - led by $BYD sharp January sales decline - crystallizes a fundamental truth in this industry: companies without a sustainable competitive moat will struggle to endure in a crowded profit-pressured market. In early trading Monday BYDs shares slumped sharply after reporting a 30% year-over-year drop in January vehicle sales the weakest monthly performance in years dragging the broader EV sector down with it. Smaller peers including NIO and XPeng also saw notable share" [X Link](https://x.com/jan_dekkers/status/2018191021688115667) 2026-02-02T05:13Z [----] followers, [----] engagements "$Citi Explains Why $NIO Stock Is Suddenly Outperforming Its Chinese EV Rivals After a prolonged period of underperformance relative to its peers #NIO Inc. has recently begun outperforming several of Chinas major electric vehicle manufacturers in the market. Analysts at #Citigroup Global Markets issued a flash note in late January explaining several key factors behind the shift in investor sentiment and relative share price performance. [--]. Strong January Delivery Momentum and Order Backlog The most immediate driver of NIOs relative outperformance has been better than expected retail delivery" [X Link](https://x.com/jan_dekkers/status/2018208760720925076) 2026-02-02T06:23Z [----] followers, [----] engagements "Is Today the $nio Final Shake-Out Every long bull cycle has a moment where patience is tested to the extreme. Prices feel irrational. Sentiment turns openly hostile. Even good data gets ignored. Thats usually not the start of the end. Thats the end of the weak hands. NIO is sitting in one of those moments right now. While the stock is being pushed around by macro fear options pressure and short-term traders the business fundamentals are quietly improving: Deliveries are growing strongly year-over-year New platforms and refreshed models are rolling out Gross margins are stabilizing Cost" [X Link](https://x.com/jan_dekkers/status/2018348028252545233) 2026-02-02T15:37Z [----] followers, [----] engagements "$NIO #NIO Jan [----] Revenue $250M Gross Profit ES8 Revenue [-----] $55000 $970.5M Other Models Revenue [----] $35000 $333.8M Total January Automotive Revenue 👉 $1.30B Total January [----] Gross Profit @ 19% = $250M Still have to deduct OpEx once we have more clarity at that number. Thats an exceptionally strong margin for a January quarter" [X Link](https://x.com/jan_dekkers/status/2018435090548920373) 2026-02-02T21:23Z [----] followers, [----] engagements "There is a real chance $NIO (Opex) could come down in [--------] as the company transitions from heavy investment into what management has described as a harvest or profitability period supported by improved delivery volume cost control initiatives and structural changes. Heres how and why that might happen [--]. Cost Control and Organizational Streamlining NIO is actively reducing expenses across the company which can directly lower Opex: Organizational restructuring: NIO has restructured internally with a new management system (CBU) that disaggregates operations into smaller ROI-focused units" [X Link](https://x.com/jan_dekkers/status/2018510871723663818) 2026-02-03T02:24Z [----] followers, [----] engagements "$nio almost there With its battery swap count approaching [---] million NIO's innovative practices in the new energy vehicle industry have moved from controversy to consensus. $NIO https://t.co/sEXKh5jp5l With its battery swap count approaching [---] million NIO's innovative practices in the new energy vehicle industry have moved from controversy to consensus. $NIO https://t.co/sEXKh5jp5l" [X Link](https://x.com/jan_dekkers/status/2018708561069474025) 2026-02-03T15:30Z [----] followers, [----] engagements "There is a lot of doubt and mixed emotion swirling in the minds of $NIO investors right now and that is not accidental. It is being fueled by institutions hedge funds and short-term narratives that thrive on uncertainty. When sentiment is confused price becomes volatile. That is exactly the environment large players prefer. #NIO is being judged almost entirely on near-term optics while long-term fundamentals are ignored. Monthly delivery noise seasonal dips and selective comparisons dominate headlines while the structural progress happening inside the company barely gets mentioned. This" [X Link](https://x.com/jan_dekkers/status/2018728167612297507) 2026-02-03T16:47Z [----] followers, [----] engagements "@chris_stura When is their earnings I thought March [--] but could be wrong" [X Link](https://x.com/jan_dekkers/status/2018919618795151543) 2026-02-04T05:28Z [----] followers, [---] engagements "$NIO #NIO Marketing Reality Check https://t.co/lFU5RIucGg https://t.co/lFU5RIucGg" [X Link](https://x.com/jan_dekkers/status/2019094454339342478) 2026-02-04T17:03Z [----] followers, [----] engagements "$Nio Maybe tomorrow for sure by Friday $nio almost there https://t.co/WZ9s16LW8t $nio almost there https://t.co/WZ9s16LW8t" [X Link](https://x.com/jan_dekkers/status/2019190100002066662) 2026-02-04T23:23Z [----] followers, [----] engagements "@salledeguerre2 $NIO Here you go" [X Link](https://x.com/jan_dekkers/status/2019261209166688455) 2026-02-05T04:06Z [----] followers, [---] engagements "$NIO Huge volume" [X Link](https://x.com/jan_dekkers/status/2019479465391456280) 2026-02-05T18:33Z [----] followers, [----] engagements "Why Now Is the Time to Buy or Add $NIO If youve been watching #NIO you know its not just another EV story. Whats happening now is real measurable and transformative. Heres why any serious investor should consider buying or adding NIO to their portfolio. [--]. Historic Turnaround in Profitability NIO just announced its first-ever quarterly operating profit on a non-GAAP basis: Adjusted operating profit (non-GAAP): RMB 700M1.2B / US$100M172M GAAP operating profit: RMB 200M700M / US$29M100M Compare that to Q4 [----] when the company lost RMB 5.5B / US$780M in just one quarter. Thats a year-over-year" [X Link](https://x.com/jan_dekkers/status/2019496480361574730) 2026-02-05T19:40Z [----] followers, [----] engagements "$NIO Explodes on Monster Volume - Shorts Capitulate as Smart Money Rushes In Todays tape tells a clear story: this is not random noise. #NIO is trading on extraordinary volume signaling a decisive shift in control. The catalyst A profit inflection that caught the market off guard. As the stock pushed higher short sellers were forced to cover adding fuel to the move. At the same time new long buyers stepped in aggressively positioning for what looks like a structural turnaround rather than a one-day pop. When short covering and fresh long demand collide volume surges and price action gains" [X Link](https://x.com/jan_dekkers/status/2019513926229324153) 2026-02-05T20:50Z [----] followers, [----] engagements "$NIO Profit Alert Is Not a Fluke - Its the Moment the Narrative Breaks For years critics said the same thing: Great cars great tech but no profits. That argument just died. #NIO latest profit alert wasnt just a surprise - it was a structural shock to Wall Streets expectations. The Headline Nobody Was Positioned For NIO now expects Q4 operating profit of US$100MUS$172M marking the first adjusted quarterly operating profit in company history. Let that sink in. Wall Street expected an US$80M loss. A year ago NIO reported a US$832M loss. The swing wasnt incremental - it was violent This isnt" [X Link](https://x.com/jan_dekkers/status/2019537229987881340) 2026-02-05T22:22Z [----] followers, [----] engagements "$NIO Profits Announced Shorts Still Trapped - And the Real Test Is Tomorrow Today wasnt a quiet tape. #NIO delivered a profit announcement and despite that a significant short position remains trapped but not yet panicked. Thats telling. If shorts truly believed the downside thesis was intact theyd be pressing harder. Instead theyre managing exposure - trying to hold price near key levels rather than force a breakdown. Why Options Day Still Matters - Even after the profit news the $4.50 area remains a tactical line not a reflection of value. On options expiration shorts may still attempt to:" [X Link](https://x.com/jan_dekkers/status/2019575078888055050) 2026-02-06T00:53Z [----] followers, [----] engagements "$NIO Overnight #NIO $NIO $NIO" [X Link](https://x.com/jan_dekkers/status/2019620089692320113) 2026-02-06T03:52Z [----] followers, [----] engagements "$NIO 100M In the Next few hours $NIO $NIO" [X Link](https://x.com/jan_dekkers/status/2019623139395924130) 2026-02-06T04:04Z [----] followers, [----] engagements "Why You Should Start Believing in $NIO Again After a brutal stretch for EV stocks something is clearly changing and NIO is right in the middle of it. This week #NIO didnt just bounce; it sent a signal. The stock closed at $4.70 up +5.86% intraday and then kept going after hours touching $5.01 (+6.60%). That kind of follow-through doesnt happen by accident. It happens when buyers step in with conviction. This isnt random volatility. Its the kind of price action that often marks the early stages of a sentiment shift. A Turnaround Is Forming NIO has already endured the worst: pricing wars macro" [X Link](https://x.com/jan_dekkers/status/2019666514539081941) 2026-02-06T06:56Z [----] followers, [----] engagements "Alright lets cut through the hype fog and talk reality because Li Autos all-new L9 is being sold as a revolution but priced like a tech demo. And in the real market that matters $NIO is positioned to eat its lunch. Why the All-New Li Auto L9 Is Doomed (and Massively Overpriced) Li Xiang just unveiled the ultimate Li Auto L9 Livis at RMB [------] ($80000) and framed it as the dawn of embodied intelligence a robot on wheels the future of driving itself. It sounds impressive. It is impressive. But its also commercially flawed. And thats where NIO quietly wins. [--]. RMB 560K for an EREV in [----] Thats" [X Link](https://x.com/jan_dekkers/status/2019808882793873841) 2026-02-06T16:22Z [----] followers, [---] engagements "@N2O2inc Roger that. Next back to [--] by March [--] would be a nice goal. Not sure they can do that as February is a very slow month and numbers will be poor for that month" [X Link](https://x.com/jan_dekkers/status/2019940857861009490) 2026-02-07T01:06Z [----] followers, [--] engagements "That advice is a common misconception. Setting a high limit $NIO sell order does not reliably prevent your shares from being lent out for shorting. Here is the clear explanation and what actually works. Why the limit sell order idea does not work Shares can still be lent while a limit order is open Most brokers (IBKR Fidelity Schwab etc.) explicitly state that placing a limit sell order does not remove shares from the securities lending pool. Street name ownership If your shares are held in street name (which is the default) the broker remains the legal owner and can lend them unless you opt" [X Link](https://x.com/jan_dekkers/status/2020407576115179908) 2026-02-08T08:01Z [----] followers, [----] engagements "$NIO did not lose money in the way critics imply. What the market labeled as losses were in reality deliberate long-cycle investments. NIO spent aggressively on: R&D for next-gen platforms software autonomous driving and in-house chips Battery as a Service (BaaS) including nationwide power-swap infrastructure that no competitor has replicated at scale Manufacturing capacity and supply chain localization to control margins long term Brand service and user ecosystem which is expensive upfront but creates pricing power later Those costs hit the income statement immediately while the returns" [X Link](https://x.com/jan_dekkers/status/2020410992765944027) 2026-02-08T08:14Z [----] followers, [---] engagements "http://x.com/i/article/2020746248534560768 http://x.com/i/article/2020746248534560768" [X Link](https://x.com/jan_dekkers/status/2020747052125508069) 2026-02-09T06:30Z [----] followers, [----] engagements "$nio #nio The US can't forever lock out China's low-cost and innovative vehicles @liamdenning says. Recently a number of signs point to something changing (via @opinion) https://t.co/IGQolT7IaD The US can't forever lock out China's low-cost and innovative vehicles @liamdenning says. Recently a number of signs point to something changing (via @opinion) https://t.co/IGQolT7IaD" [X Link](https://x.com/jan_dekkers/status/2020888180485210424) 2026-02-09T15:51Z [----] followers, [----] engagements "Snowball effect. Narrative is Important distinction people keep missing: A recall means physical repairs. An OTA update means a software push. #NIO had the latter not the former. This is a strength not a weakness. $NIO Some other Paniekzaaiers" translates to scaremongers or alarmists.": Shorts screamed $NIO Recall. Longs repeated it without thinking. Yes you know who you are . shame on you. Reality: ✔ Minor software issue ✔ Fixed instantly via OTA ✔ Zero disruption This wasnt bad news - it was proof of NIOs software-first platform. #NIO https://t.co/jXDLTSM2Ah Shorts screamed $NIO Recall." [X Link](https://x.com/jan_dekkers/status/2020929854603178222) 2026-02-09T18:36Z [----] followers, [----] engagements "@jimmytran192261 They don't. They have their own agenda and its not today" [X Link](https://x.com/jan_dekkers/status/2020954591849062889) 2026-02-09T20:14Z [----] followers, [--] engagements "$nio William Li reaffirms Nio's [----] annual profitability target in internal address William Li reiterated to employees the goal of achieving annual profitability in [----] following Nio's alert of its first quarterly profit in the fourth quarter of [----]. https://t.co/lZ98fx7XNb 👇 William Li reaffirms Nio's [----] annual profitability target in internal address William Li reiterated to employees the goal of achieving annual profitability in [----] following Nio's alert of its first quarterly profit in the fourth quarter of [----]. https://t.co/lZ98fx7XNb 👇" [X Link](https://x.com/jan_dekkers/status/2021228970260275695) 2026-02-10T14:25Z [----] followers, [---] engagements "$NIO Why Is HNIO So Hated by U.S. Institutions And Why Thats Exactly the Opportunity https://t.co/Lok3YlgsNc https://t.co/Lok3YlgsNc" [X Link](https://x.com/jan_dekkers/status/2020748020820885722) 2026-02-09T06:34Z [----] followers, [----] engagements "Hey #NIOCommunity $nio Anything worth doing is worth overdoing. Mick Jagger 🎸 If that quote applies to anything right now its supporting NIO. 👉 Post more. 👉 Share more. 👉 Engage more. Swap station pics delivery days road trips thoughts DD questions - it all matters. Momentum on X is built one post at a time. Post more about NIO . https://m.economictimes.com/magazines/panache/quote-of-the-day-by-rock-icon-mick-jagger-anything-worth-doing-is-worth-overdoing/amp_articleshow/128065763.cms" [X Link](https://x.com/jan_dekkers/status/2020887314957021634) 2026-02-09T15:47Z [----] followers, [----] engagements "Shorts screamed $NIO Recall. Longs repeated it without thinking. Yes you know who you are . shame on you. Reality: ✔ Minor software issue ✔ Fixed instantly via OTA ✔ Zero disruption This wasnt bad news - it was proof of NIOs software-first platform. #NIO" [X Link](https://x.com/jan_dekkers/status/2020896485827891296) 2026-02-09T16:24Z [----] followers, [----] engagements "$NIO #NIO $TSLA #Tesla #TSLA $LI #LiAuto #LI $XPEV #XPeng #XPEV $BYDDY #BYD $TM #Toyota $VWAGY #Volkswagen $F #Ford $GM #GM $RIVN #Rivian $LCID #Lucid $MBGYY #MercedesBenz $BMWYY #BMW $STLA #Stellantis https://t.co/bx1M8hhqaC https://t.co/bx1M8hhqaC" [X Link](https://x.com/jan_dekkers/status/2021244218874707981) 2026-02-10T15:25Z [----] followers, [---] engagements "The February [--] Strikes are even larger" [X Link](https://x.com/jan_dekkers/status/2021364776438464864) 2026-02-10T23:24Z [----] followers, [----] engagements "$NIO Strengthens European EV Leadership with Strategic #DHL Logistics Partnership NIO the global smart electric vehicle innovator is accelerating its European expansion with a new logistics partnership that lays the foundation for long-term growth exceptional customer service and a truly world-class user experience. On [--] February [----] NIO announced that it has selected DHL one of the worlds leading logistics providersto manage European aftermarket logistics for its electric vehicles. This collaboration marks a major step forward in NIOs European strategy reinforcing its commitment to" [X Link](https://x.com/jan_dekkers/status/2021375525432983787) 2026-02-11T00:07Z [----] followers, [----] engagements "From $Tesla discontinuing Model S and Model X the companies that likely benefit the most are those competing in the premium luxury EV flagship segment. Ranked by probable strategic gain: 🥇 [--]. $NIO (Arguably the biggest strategic winner). Why NIO benefits strongly - Direct segment overlap - ET7 competes with Model S - ES8 / EL8 compete with Model X - Luxury brand positioning #NIO has built its identity around: -- Premium EV ownership experience -- Battery swap infrastructure -- Concierge style services -- High end smart cabin tech Tesla stepping away from luxury halo vehicles removes one of" [X Link](https://x.com/jan_dekkers/status/2018944013462814932) 2026-02-04T07:05Z [----] followers, [----] engagements "Fair point Frans. Theres definitely significant options positioning and structured product activity around the $NIO $5 level. That can create short term pinning effects especially into expirations.But lets also be honest about something else. When large financial institutions are building positions they have every incentive to keep price suppressed while accumulating. Cheaper entries mean larger size with less slippage. That is not conspiracy that is market structure.Short term mechanics can include: Options max pain dynamics Delta hedging pressure Structured product flows Institutions" [X Link](https://x.com/jan_dekkers/status/2021614789894770970) 2026-02-11T15:58Z [----] followers, [---] engagements "Stel je voor dat de beurs een groot spel is. En NIO is een bal die omhoog of omlaag kan stuiteren. Wat zijn call opties Een call optie is eigenlijk een soort afspraak. Iemand zegt: Ik wil NIO kopen voor [--] dollar vr een bepaalde datum. Als de prijs boven die [--] dollar komt is dat fijn voor die persoon. Blijft de prijs eronder dan is die afspraak waardeloos. Wat doen de Market Makers Market Makers zijn een soort scheidsrechters in het spel. Zij zorgen dat iedereen altijd kan kopen en verkopen. Maar ze willen zelf geen geld verliezen. Dus als hl veel mensen wedden dat NIO boven [--] of [---] dollar" [X Link](https://x.com/jan_dekkers/status/2022015601544507628) 2026-02-12T18:31Z [----] followers, [--] engagements "$NIO As the the real story behind #NIO fourth quarter trading is about to come into focus. For months investors have watched volatility target revisions and shifting narratives around the stock. But quarterly filings do not rely on headlines. They reveal positioning. And positioning tells the truth. Investment managers with at least [---] million dollars in qualifying assets must disclose their holdings [--] days after quarter end. For Q4 [----] that deadline falls on . These filings will show: Which institutions increased exposure Who initiated new positions Changes in call option" [X Link](https://x.com/jan_dekkers/status/2022339283114410341) 2026-02-13T15:57Z [----] followers, [----] engagements "I read it a few times but get this Rivian will not exists [--] years from now because they cant compete in price and technology. Let them come to Europe and China no way Jose. $NIO #NIO Take ✍ $NIO delivered [------] cars market cap [--] Billion + Swap battery in [--] mins $RIVN delivered [-----] cars market cap [--] Billion - No chargers available Read that again. Take ✍ $NIO delivered [------] cars market cap [--] Billion + Swap battery in [--] mins $RIVN delivered [-----] cars market cap [--] Billion - No chargers available Read that again" [X Link](https://x.com/jan_dekkers/status/2022417642162970777) 2026-02-13T21:08Z [----] followers, [----] engagements "$NIO closed today with a strong gain finishing at $3.91 up over 6% on a massive spike in trading volume with more than [---] million shares exchanged. Thats more than double the stocks recent daily average and signals renewed institutional interest and potential momentum heading into the second half of the year. This surge in volume likely reflects growing confidence in NIOs aggressive rollout of its new #ONVO and #Firefly brands. June alone saw nearly [-----] deliveries with ONVO L60 and the new Firefly compact EV making up more than [-----] units combined. Both are ramping production quickly" [X Link](https://x.com/jan_dekkers/status/1943770704274764014) 2025-07-11T20:33Z [----] followers, [----] engagements "Deutsche Banks Upgrade to $9.60 Signals Growing Confidence in $NIO Momentum Deutsche Bank has just reaffirmed its confidence in NIO by lifting its price target for the companys Hong Konglisted shares to HK$75. At todays exchange rate that equals about US$9.60. This upgrade is more than a number it reflects mounting evidence that NIOs strategy is finally gaining traction. The newly launched ES8 SUV has already sparked strong preorders surpassing even the much-anticipated Onvo L90 in its opening hours. For a company often underestimated this surge in demand demonstrates both brand strength and" [X Link](https://x.com/jan_dekkers/status/1959362158980116554) 2025-08-23T21:08Z [----] followers, [----] engagements "$NIO Leads the Pack in Smart Driving Computing Power #NIO $XPEV $TSLA $LI When it comes to the future of cars its no longer just about horsepower - its about computing power. Smart driving requires chips that can process massive amounts of data every second to ensure safety autonomy and a smooth user experience. Heres the current computing power ranking of smart driving chips: NIO: [----] TOPS (the clear leader) XPENG: [---] TOPS Tesla: [---] TOPS (TOPS = Trillions of Operations Per Second the standard measure of AI computing power) This means NIO vehicles already have the strongest computing" [X Link](https://x.com/jan_dekkers/status/1966338031771881698) 2025-09-12T03:08Z [----] followers, [----] engagements "$NIO #NIO: The Hidden Profit Catalyst for [----] For years NIOs financials have looked weighed down compared to rivals like Li Auto and XPeng. Investors often point to gross margin gaps and net losses as signs that NIO is behind the curve. But peel back the accounting and a different picture emerges - one where NIOs conservative reporting is masking its true earning power. Why NIO Looks Weaker in [----] and before. Unlike peers NIO front-loads most future expenses. Warranty costs service obligations and battery swap commitments are all recognized at delivery. This makes near-term margins look" [X Link](https://x.com/jan_dekkers/status/1967806285077942537) 2025-09-16T04:22Z [----] followers, [----] engagements "Cant Fix Stupid - Shorts Rise as $NIO Sets New Delivery Records Theres a saying in the market: you cant fix stupid. And nothing illustrates that better than watching short interest climb right as NIO posts record-breaking delivery numbers. Lets get real - NIO just delivered [----] vehicles in the first week of October followed by [----] in the second week according to insurance registration data. Thats already [-----] vehicles in just two weeks and with three weeks left the company is well on track to smash through [-----] deliveries for the month - possibly even more. So why are shorts increasing" [X Link](https://x.com/jan_dekkers/status/1978186486014222790) 2025-10-14T19:49Z [----] followers, 14.4K engagements "$NIO [-----] NIO Groups weekly deliveries topped [-----] units last week. $NIO #ChinaEV Breakdown (official data): NIO: 4000+ ONVO: 5000+ (mainly L90 3500+) Firefly: 1500+ https://t.co/pC1njcdtOO NIO Groups weekly deliveries topped [-----] units last week. $NIO #ChinaEV Breakdown (official data): NIO: 4000+ ONVO: 5000+ (mainly L90 3500+) Firefly: 1500+ https://t.co/pC1njcdtOO" [X Link](https://x.com/jan_dekkers/status/1980488089538818171) 2025-10-21T04:15Z [----] followers, 12.3K engagements "@Grok From all chinese pure EV companies which one has the most potential to tripple PPS this year" [X Link](https://x.com/jan_dekkers/status/2017847962848858381) 2026-02-01T06:30Z [----] followers, [----] engagements "$NIO Sorry to let you down but $Tesla announced in January [----] that it will discontinue the Model S sedan and Model X SUV in the spring of [----] to focus on an autonomous AI-driven future. The company is reallocating production capacity from these luxury models to produce its Optimus humanoid robots signaling a strategic shift away from its earliest vehicle platforms. @ArthurShen Hey @elonmusk have you checked out $NIO's battery swap tech It totally solves the charging downtime and manual plugging issues for your autonomous fleet🤔 @ArthurShen Hey @elonmusk have you checked out $NIO's battery" [X Link](https://x.com/jan_dekkers/status/2018918793855332653) 2026-02-04T05:25Z [----] followers, [----] engagements "$NIO Stock Is Sliding - But the Market Is Missing the Real Story As #NIO share price continues to slide its becoming clear that investors and short-term traders are not fully buying into CEO William Lis Opex reduction narrative - at least not yet. The market wants instant proof not guidance. And that disconnect is exactly where the opportunity may be forming. Lets be clear on one thing first: the fundamentals are no longer deteriorating. -The Bleeding Has Stopped -NIO today is not the NIO of [--------]. -Sales and revenue are real and growing -Cash burn has meaningfully.toggle reduced -No new" [X Link](https://x.com/jan_dekkers/status/2019085589279334442) 2026-02-04T16:28Z [----] followers, [----] engagements "$NIO Amazing From -$780 loss to +$172 profit https://t.co/qjg4YRaBNr https://t.co/qjg4YRaBNr" [X Link](https://x.com/jan_dekkers/status/2019443553148018692) 2026-02-05T16:10Z [----] followers, [----] engagements "Alright lets cut through the hype fog and talk reality because $Li Autos all-new #L9 is being sold as a revolution but priced like a tech demo. And in the real market that matters $NIO is positioned to eat its lunch. Why the All-New Li Auto L9 Is Doomed (and Massively Overpriced) Li Xiang just unveiled the ultimate Li Auto L9 Livis at RMB [------] ($80000) and framed it as the dawn of embodied intelligence a robot on wheels the future of driving itself. It sounds impressive. It is impressive. But its also commercially flawed. And thats where NIO quietly wins. [--]. RMB 560K for an EREV in 2026" [X Link](https://x.com/jan_dekkers/status/2019810285037699263) 2026-02-06T16:27Z [----] followers, [----] engagements "$NIO #NIO $DHL https://www.dhl.com/nl-en/home/press/press-archive/2026/nio-selects-dhl-for-european-logistics-of-electric-vehicles.html 🧵 $NIO x DHL OFFICIAL PARTNERSHIP EUROPE IS BEING BUILT 🚀 👇 https://t.co/tqkUwDuDxM https://www.dhl.com/nl-en/home/press/press-archive/2026/nio-selects-dhl-for-european-logistics-of-electric-vehicles.html 🧵 $NIO x DHL OFFICIAL PARTNERSHIP EUROPE IS BEING BUILT 🚀 👇 https://t.co/tqkUwDuDxM" [X Link](https://x.com/jan_dekkers/status/2021373251734340041) 2026-02-10T23:58Z [----] followers, [----] engagements "When Goldman Sachs is buying $NIO you should at least be paying attention. They do not move lightly and they rarely position themselves without conviction. A 57% increase in Q4 is not random. That is strategic accumulation. While retail panics over price action the elephant in the room is quietly building a position. Institutions of that size think in years not days. Smart money does not chase hype. It accumulates during weakness. If Goldman Sachs is stepping in it tells you one thing clearly: The largest US Institution sees value at these levels. $NIO" [X Link](https://x.com/jan_dekkers/status/2021615867528978657) 2026-02-11T16:02Z [----] followers, [---] engagements "Goldman Sachs Group Inc. is one of the most powerful investment banks in the world. $NIO What They Do -Global investment banking -Institutional asset management -Market making and trading -Advising governments and Fortune [---] companies -Managing billions in hedge fund and pension capital They operate in New York London Hong Kong and every major financial center. Why Are They Considered The Biggest They are not the biggest asset manager overall. That title belongs to firms like BlackRock or Vanguard. But Goldman Sachs is considered one of the most influential institutions because: [--]. Balance" [X Link](https://x.com/jan_dekkers/status/2021619683309592670) 2026-02-11T16:17Z [----] followers, [---] engagements "$NIO More institution to come over the next few days" [X Link](https://x.com/jan_dekkers/status/2021635571832279239) 2026-02-11T17:20Z [----] followers, [---] engagements "I Wont Say I Told You So - But Smart Money Is Moving Into $NIO https://t.co/Y3MDbSUQVT https://t.co/Y3MDbSUQVT" [X Link](https://x.com/jan_dekkers/status/2021690617282404546) 2026-02-11T20:59Z [----] followers, [----] engagements "Hernan Vamos con calma pero con conviccin. Ms temprano que tarde $NIO va a explotar y no por casualidad sino por fundamentos: Crecimiento continuo en entregas Expansin agresiva de estaciones de intercambio de bateras Mejora en mrgenes Alianzas estratgicas en China y Europa Objetivo claro de rentabilidad anual en [----] El mercado puede manipular el precio en el corto plazo pero no puede manipular los resultados para siempre. Cuando los fundamentales se alinean el precio termina siguiendo. Paciencia. Conviccin. Visin a largo plazo. https://twitter.com/i/web/status/2021712768240693655" [X Link](https://x.com/jan_dekkers/status/2021712768240693655) 2026-02-11T22:27Z [----] followers, [---] engagements "$NIO Profit https://t.co/bx1M8hhqaC https://t.co/bx1M8hhqaC" [X Link](https://x.com/jan_dekkers/status/2021752303167189399) 2026-02-12T01:04Z [----] followers, [----] engagements "$NIO Q4 By the Numbers - Assumed Sales and EPS CAR Type Total Extrapolated Total Revenue Total NIO: [-----] vehicles $3.65B revenue Total ONVO: [-----] vehicles $1.37B revenue Total Firefly: [-----] vehicles $330M revenue Combined Q4 Automotive Revenue [------] vehicles $5.35B EPS Calculation Assumptions for all scenarios: Operating expenses: $780M Other income: $40M Shares outstanding: [---] billion 15% Gross Margin Total Revenue $5.35B 15% = $803M gross profit Operating income $803M $780M = $23M Net income $23M + $40M = $63M EPS $63M 2.4B = $0.026 per share 17% Gross Margin $5.35B 17% = $910M gross" [X Link](https://x.com/jan_dekkers/status/2006817331423621523) 2026-01-01T19:58Z [----] followers, 30.7K engagements "$nio to the USA" [X Link](https://x.com/jan_dekkers/status/2019158024309600740) 2026-02-04T21:16Z [----] followers, [----] engagements "Look at this $NIO Option chain closely. The $5 and $5.50 strikes are stacked with [-----] and [-----] open interest. That is [-----] call contracts sitting right there. Each contract controls [---] shares. That equals [-------] shares. At $5 per share that represents roughly $19.9 million worth of stock exposure sitting on that level. This is what the Market Maker is trying to protect. If NIO closes above $5 into Friday those calls go in the money and the pressure flips. Delta hedging accelerates. Gamma increases. They would need to buy more shares to stay neutral. That is why you often see price" [X Link](https://x.com/jan_dekkers/status/2021325834225844404) 2026-02-10T20:50Z [----] followers, [----] engagements "Goldman Sachs Boosts $NIO Stake 57% in Q4 Now Holding $71 Million as Smart Money Positions Ahead of 13F Deadline The recent drop in $NIO from $8 to $4 has shaken retail confidence. But while retail investors reacted emotionally institutions appear to have been accumulating aggressively behind the scenes. One of the clearest signals just emerged: Goldman Sachs increased its NIO position by 57% in Q4 bringing its total stake to approximately $71 million. Let that sink in. While headlines focused on price weakness a major global investment bank was increasing exposure. Why This Matters Large" [X Link](https://x.com/jan_dekkers/status/2021605129129283833) 2026-02-11T15:19Z [----] followers, [----] engagements "Now you see why $nio dropped from $8 to $4. Financial institutions are accumulating more shares off the backs of retail sellers. More updates are coming as the 13F deadline approaches. Goldman Sachs increases #NIO stake by 57% in Q4 now worth $71 million. Goldman Sachs Boosts $NIO Stake 57% in Q4 Now Holding $71 Million as Smart Money Positions Ahead of 13F Deadline The recent drop in $NIO from $8 to $4 has shaken retail confidence. But while retail investors reacted emotionally institutions appear to have been accumulating https://t.co/JCLFXXMGQQ Goldman Sachs Boosts $NIO Stake 57% in Q4 Now" [X Link](https://x.com/jan_dekkers/status/2021606349382221986) 2026-02-11T15:24Z [----] followers, [----] engagements "Not likely Mr Markus Their Puts worth 10m is used as an insurance to their shares worth 71m. They are net 62M Long $NIO #NIO Goldman Sachs bought [------] calls but they still own 2M puts. They simply can't put out a higher price target they are balls deep bears still. $NIO https://t.co/1yvW1KW1eI Goldman Sachs bought [------] calls but they still own 2M puts. They simply can't put out a higher price target they are balls deep bears still. $NIO https://t.co/1yvW1KW1eI" [X Link](https://x.com/jan_dekkers/status/2021772165855740009) 2026-02-12T02:23Z [----] followers, [----] engagements "When Does the Market Maker Let $NIO Run A Call Option Positioning Breakdown There is a clear pattern developing in NIOs options chain and it tells a story. If you look closely at the February expirations especially February [--] the open interest concentration is massive compared to the surrounding weeks. That is not random positioning. That is a battleground. Lets break it down. February [--] Expiration Calls stacked at: $5.00 [-----] contracts $5.50 [-----] contracts $6.00 [-----] contracts Respectable interest but nothing extreme. February [--] Expiration - The Wall This is where positioning explodes." [X Link](https://x.com/jan_dekkers/status/2021991018779095310) 2026-02-12T16:53Z [----] followers, [----] engagements "$NIO #NIO The top [--] institutions as of today. Maybe a handful more by monday but most filed already. It's going to be interesting the say the least. $NIO As the the real story behind #NIO fourth quarter trading is about to $NIO As the the real story behind #NIO fourth quarter trading is about to" [X Link](https://x.com/jan_dekkers/status/2022401322339983610) 2026-02-13T20:03Z [----] followers, [----] engagements "Same $NIO Institutions by sharecount $NIO As the the real story behind #NIO fourth quarter trading is about to $NIO As the the real story behind #NIO fourth quarter trading is about to" [X Link](https://x.com/jan_dekkers/status/2022404248898847214) 2026-02-13T20:15Z [----] followers, [----] engagements "A few institutions are not done loading Feb [--] Options are an obstacle No official Q4 Data Earnings (just a preview) [--] Quarter doesnt mean a whole year needs [--] or [--] quarters of profit to convince They have been burned by Nio before and the list go's on In other words the want confirmation https://twitter.com/i/web/status/2022416212739920000 https://twitter.com/i/web/status/2022416212739920000" [X Link](https://x.com/jan_dekkers/status/2022416212739920000) 2026-02-13T21:02Z [----] followers, [---] engagements "So the question becomes is $NIO still a retail only stock" [X Link](https://x.com/jan_dekkers/status/2022416643935359272) 2026-02-13T21:04Z [----] followers, [---] engagements "And you think it's the USA Only. $NIO vs $TSLA. [--] Cars both made in China exported to the EU. Politics stinks @NIOSwitzerland @jan_dekkers @unusual_whales It truly is disgusting. I'm leaving this corrupt country and never looking back here very soon. Well I might look back if they clean house. More and more americans are slowly waking up to corrupt state we are in. @NIOSwitzerland @jan_dekkers @unusual_whales It truly is disgusting. I'm leaving this corrupt country and never looking back here very soon. Well I might look back if they clean house. More and more americans are slowly waking up" [X Link](https://x.com/jan_dekkers/status/2022420526187352408) 2026-02-13T21:20Z [----] followers, [----] engagements "Most likely Rivian will merge and be sucked up by VW or Ford" [X Link](https://x.com/jan_dekkers/status/2022421889763918006) 2026-02-13T21:25Z [----] followers, [---] engagements "$NIO What Would Net Profit Look Like in Q4 With a $600M CapEx Spend Spoiler alert: $100M net profit for Q4 If NIO delivers [------] vehicles in Q4 at an average selling price of $35000 with an 18% gross margin the gross profit would be approximately $630 million. But gross profit is just the beginning. What happens when capital expenses come into playparticularly a $600 million investment in factories infrastructure or R&D Lets explore two scenarios. Scenario 1: CapEx Spread Over [--] Years Capital expenditures are typically amortized over several years. If NIO spreads its $600 million investment" [X Link](https://x.com/anyuser/status/1947014606335209797) 2025-07-20T19:23Z [----] followers, [----] engagements "$NIO hit $5 today. This is where smart money steps in while the rest hesitate. Everyone wants #NIO at $50 when its trending when analysts are scrambling to raise targets and when the headlines catch up. But by then the move is over. The real opportunity is now not when the crowd shows up. Buy at $5. Sell to the $50 crowd later. Disclaimer: This post is for informational and opinion-sharing purposes only and does not constitute financial advice. Always do your own research before making investment decisions" [X Link](https://x.com/jan_dekkers/status/1947688988393034232) 2025-07-22T16:03Z [----] followers, [----] engagements "$NIO Is Vastly Undervalued The Market Is Sleeping on Multiple Catalysts While sentiment around Chinese equities remains fragile #NIO stands out as a misunderstood and deeply undervalued EV innovator with multiple catalysts lining up for a major re-rating. Catalysts include but are not limited to: Q4 [----] break-even or profitability expected driven by strong delivery volumes leaner operations and scale efficiencies. Over [----] battery swap stations offering unrivaled convenience and a network moat no other EV maker has matched. [-----] to [-----] deliveries per month in Q4 putting NIO on track for" [X Link](https://x.com/jan_dekkers/status/1947733996282241251) 2025-07-22T19:02Z [----] followers, [----] engagements "Every EV CEO Is Envying the $NIO #ONVO #L90 In a crowded electric vehicle market dominated by giants like $Tesla $BYD and #Volkswagen a new force has emerged and it's commanding everyone's attention: the ONVO L90 NIO's groundbreaking family SUV. From Shanghai to Silicon Valley whispers are turning into open admiration even envy as CEOs across the auto industry are forced to reckon with what may be the most well-rounded electric SUV ever produced. The ONVO L90: More Than Just a New Model ONVO is NIOs sub-brand aimed at families and the L90 is its debut model. It doesn't just tick boxes it" [X Link](https://x.com/jan_dekkers/status/1949285450470068565) 2025-07-27T01:47Z [----] followers, [----] engagements "$NIO #Onvo #L90 Sells Out in a few Hours: A Clear Win for NIOs Mass-Market Strategy This is new: Underpromise 7k - Overdeliver 10k In a powerful display of consumer demand and brand momentum NIOs sub-brand Onvo has sold out the first 10000-unit batch of its all-new L90 SUV in less than three hours. The rapid sellout signals a major win for NIO as it pushes into the mass-market EV segment. L90 Launch Sets the Pace The L90 was officially unveiled at a high-profile launch event in Hangzhou on July [--] [----]. Orders opened immediately after the event via Onvos digital channels. By the end of the" [X Link](https://x.com/jan_dekkers/status/1951000521642484060) 2025-07-31T19:22Z [----] followers, [----] engagements "Absolutely you dont see #Elon Musk or any other #EV CEO doing this. William Li isnt just the CEO of $NIO hes the face the driver and the heart of the brand. Whether its test-driving the L90 from Shanghai to Hangzhou or showing up in person at #NIO Houses to welcome new users hes hands-on and deeply engaged. This kind of leadership is rare it builds real trust and loyalty not just hype. #NIO $NIO #WilliamLi #ONVO #EVLeadership William Li is hustling - going from NIO house to NIO house to personally welcome as many people as he can into the NIO/ONVO family. #NIO $NIO https://t.co/8CQedD7VLi" [X Link](https://x.com/jan_dekkers/status/1951411259733319924) 2025-08-01T22:34Z [----] followers, [----] engagements "@5littlebass yesterday I did sit in one it's the best small ev car on the market and I love it. $nio #firefly When you step into the world of Firefly car computers you'll discover the car's "leapfrog intelligence" experience is: 👀Beautiful 👆Easy to use 🕹Fun 🚗Easy to drive Aster version 1.1.0 is now online Video 👉 https://t.co/4LYDDkaFH5 @NIOGlobal #Nio $Nio https://t.co/jdd201qQuw When you step into the world of Firefly car computers you'll discover the car's "leapfrog intelligence" experience is: 👀Beautiful 👆Easy to use 🕹Fun 🚗Easy to drive Aster version 1.1.0 is now online Video 👉" [X Link](https://x.com/jan_dekkers/status/1953718665968320569) 2025-08-08T07:23Z [----] followers, 12.7K engagements "$NIO Investor Outlook: #ES8 Pricing Sparks a Wave of Catalysts During a live address #NIO Group CEO Li Bin sent a clear signal to markets: the launch of the new ES8 is not just another product cycleits a turning point. He stressed that the price of the ES8 is crucial as it will influence NIOs profitability in Q4 of this year. Even more importantly he added that the ES8 will be appropriately priced and like the ONVO L90 will be a BIG SURPRISE. This statement unlocks several powerful catalysts that could reshape NIOs financial trajectory: [--]. ES8 Profit Catalyst The ES8 has always been NIOs" [X Link](https://x.com/jan_dekkers/status/1956998734471897206) 2025-08-17T08:37Z [----] followers, [----] engagements "$Nio #Onvo #L90 Smashes Expectations With [-----] Pre-Orders #NIO s sub-brand Onvo has taken the Chinese EV market by storm. The Onvo L90 has now racked up an astonishing [-----] pre-orders nationwide a figure that places it firmly in the super hit category. For a pure battery-electric vehicle (BEV) at this price point this level of demand is nothing short of extraordinary. A True Market Breakthrough The L90 isnt just another entry in the crowded mid-size SUV space its a statement. By blending NIOs proven technology with a more accessible brand strategy Onvo has struck a perfect balance of" [X Link](https://x.com/jan_dekkers/status/1957154611644551607) 2025-08-17T18:56Z [----] followers, 17K engagements "#China Market Rally Signals a Stronger Future for $NIO Chinas stock markets have just reached their highest level in a decade a surge powered by massive capital inflows and renewed investor confidence. For companies like #NIO this is more than just a bullish market headline it represents a critical turning point. Capital Flows and Growth Momentum Billions of yuan are pouring into equities as new mutual funds aggressively allocate to growth sectors. This wave of fresh money isnt just targeting traditional banks or energy its also looking at the new economy champions particularly electric" [X Link](https://x.com/jan_dekkers/status/1958106708628402394) 2025-08-20T09:59Z [----] followers, [----] engagements "$NIO Still a Steal at $5 This Should Be $55 #NIO Inc. ($NIO) continues to fly under the radar yet anyone paying attention knows this is a big freaking deal. While Morgan Stanley analyst Tim Hsiao maintains a Buy rating and nudges the price target slightly from $5.90 to $6.50 the reality is NIO is massively undervalued. For context Hsiaos TipRanks success rate is 43.4% with a total average return of just 0.3% over the past year hardly the ceiling for this company. Heres the truth: if NIO were valued with a Tesla-like PE ratio its stock shouldnt be trading at $5 it should be sitting around $55." [X Link](https://x.com/anyuser/status/1958257595984355712) 2025-08-20T19:59Z [----] followers, [----] engagements "#NIO The Most Undervalued EV Company in the World When investors look at $NIO today most still see just another EV automaker from China. What theyre missing is that NIO is no longer simply a car company. It has evolved into a tech-driven mobility platform with multiple revenue streams game-changing infrastructure and a long list of catalysts. Heres a breakdown of NIOs products and catalysts and why the market is not pricing them in. [--]. Premium EV Lineup (NIO-branded SUVs & Sedans) NIO has a full premium EV lineup competing head-to-head with BMW Mercedes and Audi in China. Deliveries continue" [X Link](https://x.com/jan_dekkers/status/1958536673974988838) 2025-08-21T14:28Z [----] followers, [----] engagements "$NIO Breakout Could This Spark a Mega Short Squeeze NIO broke out today with strong momentum fueled by surging volume and renewed investor interest. The stock is seeing daily volume nearly double the average a clear sign that something bigger may be brewing under the surface. One of the strongest catalysts behind this move is the elevated short interest. Roughly 912% of the float is shorted representing close to [---] million shares. At current trading volumes it would take several days for shorts to fully cover their positions. That creates the perfect storm when buyers keep stepping in" [X Link](https://x.com/jan_dekkers/status/1958562764903039448) 2025-08-21T16:12Z [----] followers, [----] engagements "When #NIO Runs It Runs Fast and High If theres one thing seasoned investors in $NIO know its this: when NIO catches momentum it doesnt crawl it sprints. We saw it just a few years back when the stock rocketed toward $60 fueled by a perfect storm of deliveries investor sentiment and massive growth potential. That kind of explosive upside is still very much in play today. The latest spark NIOs new ES8 SUV has crushed expectations with pre-orders surpassing rival Onvos L90 in just the first hours after launch. This is a stunning surprise to the market and a direct signal that demand for NIOs" [X Link](https://x.com/jan_dekkers/status/1958904950064652655) 2025-08-22T14:51Z [----] followers, [----] engagements "$NIO Monster Move: 228M Volume Breakout Above $6 Whats Next Today #NIO exploded with [---] million shares traded a jaw-dropping surge that shows big money is circling again. With a decisive break over $6 the stock sent a clear message: momentum is shifting and the next leg higher could already be in play. But the real story Its not just about price action its about the wave of catalysts lining up. Product Powerhouse Onvo L90 The family-focused sub-brand is already seeing preorder demand that rivals the ES8. It opens a brand-new market segment for NIO expanding the customer base far beyond" [X Link](https://x.com/jan_dekkers/status/1959001711470944727) 2025-08-22T21:16Z [----] followers, [----] engagements "$NIO The Case for a Major Re-Rating on Profitability Investors often forget that the market rewards profitability with a sharp re-rating. #NIO one of the most innovative EV companies in China is still priced as if it will never achieve sustainable profits. Yet with its technology leadership in battery swapping the ES8/Onvo L90 success and its upcoming Shenji chipset the tide is shifting. Once profitability arrives Wall Street will be forced to reevalue NIO as a growth company again not just another automaker. Here are three realistic rerating scenarios: Scenario 1: Conservative Rerating NIO" [X Link](https://x.com/jan_dekkers/status/1959304340369478006) 2025-08-23T17:18Z [----] followers, 17.3K engagements "$NIO Q2 Earnings Call on September 2: Three Scenarios That Could Redefine the Story #NIO upcoming Q2 earnings call on September [--] will be less about the rear-view mirror and more about the road ahead. Investors will be listening closely to forward-looking statements on profitability deliveries and NIOs long-term vision. Here are three possible scenarios for how the call could unfold: Scenario 1: The Bullish Breakout NIO surprises to the upside with stronger-than-expected deliveries and narrower losses. Management raises forward guidance signals accelerating demand for the ES8 and Onvo L90 and" [X Link](https://x.com/jan_dekkers/status/1959402457697775849) 2025-08-23T23:48Z [----] followers, [----] engagements "$NIO The Pressure Cooker is Building With [--] million shares traded in just the first hour its clear that NIO is not lacking interest or demand. The stock is moving massive volume yet the price action feels like its being artificially capped. When you see this kind of turnover combined with limited upward movement it usually signals one thing: accumulation under pressure. Big money doesnt chase at retail levels they accumulate quietly absorbing shares while holding the price in a tight range. Thats exactly what looks to be happening with NIO right now. Whats different this time is the catalyst" [X Link](https://x.com/anyuser/status/1959985784641220640) 2025-08-25T14:26Z [----] followers, [----] engagements "$NIO Heavy Volume Silent Accumulation #NIO s trading action is sending a powerful signal. With over [---] million shares changing hands today the stock is showing signs of deep institutional interest. Despite the enormous turnover NIO has held its ground suggesting strong accumulation beneath the surface. This type of price action is classic when high volume meets price stability it means large buyers are absorbing supply. The float is being transferred from weak hands to strong hands setting up for the next leg higher. The timing couldnt be more critical. NIO has multiple catalysts on deck: Q2" [X Link](https://x.com/jan_dekkers/status/1960062187294331186) 2025-08-25T19:30Z [----] followers, [----] engagements "$nio Revenue & Profit Estimate (Q4 Only. Back of a napkin $57 Millon. Deliveries: [------] vehicles Average Selling Price (ASP): $35285 Estimated Revenue: [------] $35285 $5.29 billion Gross Margin: 17.5% Gross Profit: $926 million Adjusted Operating Expenses: $869 million Operating Profit: $57 million This assumes cost savings higher efficiency and normal production margins. So for Q4 alone NIO could post a modest operating profit of $57 million which would be a milestone for the company. EPS Estimate (Q4) Shares Outstanding: [----] billion Estimated Q4 EPS: $57M 1.21B $0.047 per share So roughly" [X Link](https://x.com/anyuser/status/1960578496734093717) 2025-08-27T05:41Z [----] followers, [----] engagements "#Q2 [----] Earnings Expectations for $NIO #NIO will report its Q2 [----] earnings before the U.S. market opens on Tuesday September [--] [----] . Analysts' Forecasts (Consensus) Earnings per Share (EPS): MarketBeat projects a loss of $0.30 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 $2.73 billion to $2.76 billion: TipRanks and AInvest: $2.73 billion . Seeking Alpha and AInvest: $2.76" [X Link](https://x.com/jan_dekkers/status/1961612242010739157) 2025-08-30T02:09Z [----] followers, [----] engagements "$TSLA $BYD $LI $XPev Cant Compete Against $NIO Anymore #NIO is Untouchable In the electric vehicle industry competition usually comes down to who can build cheaper batteries scale production faster and sell cars at a price point consumers can afford. But #NIO has rewritten the rules of the gam and in doing so theyve created a moat that no competitor can easily cross. The Battery Was Always the Bottleneck For every EV manufacturer the battery is the single most expensive component of the car. It dictates the cost limits production scaling and locks in long-term technology risks. Tesla BYD and" [X Link](https://x.com/jan_dekkers/status/1964130514895519777) 2025-09-06T00:56Z [----] followers, 12K engagements "$NIO The Market Doesnt Get It - But You Should Last week some people freaked out because #NIO dipped after earnings. But lets get real: NIO actually finished green on earnings day and the so-called crash was nothing more than noise. The bigger story NIO is on a rocket path and Wall Street is still sleeping at the wheel. Why NIO Is Winning The hype isnt random. The L90 is already proving itself a smash hit in China backed up by real insurance registration data. Add in the refreshed ES8 and youve got a product lineup thats turning heads and eating into the premium #EV segment. Then came" [X Link](https://x.com/jan_dekkers/status/1964509705226919976) 2025-09-07T02:03Z [----] followers, [----] engagements "$NIO EXTREMELY UNDERVALUED AT $6 The Perfect Storm of Catalysts Is Here At just $6 a share #NIO trades at levels that grossly undervalue its strategic positioning its technology moat and its upcoming growth catalysts. The current price fails to capture the once-in-a-decade opportunity forming in front of long-term investors. [--]. NIO Day [----] The Inflection Point NIO Day (Sept. [--] Hangzhou) isnt just a fanfare event its a global showcase of innovation and brand strength. NIO has historically used NIO Day to unveil flagship vehicles ecosystem breakthroughs and long-term strategic initiatives." [X Link](https://x.com/jan_dekkers/status/1965078307105624152) 2025-09-08T15:42Z [----] followers, [----] engagements "$XPEV Enjoy the Lead While You Can October Belongs to $NIO Last weeks insurance registration numbers in China created a little buzz: $XPEV [----] $NIO [----] $LI [----] #Xiaomi [----] Congrats to XPeng ( $XPEV ) for squeaking ahead. But lets be honest this is like winning the coin toss before a heavyweight title fight. Cute but the real punches start landing in October. Why XPengs Lead is Temporary XPengs lineup is basically G6 G9 and pray. Great cars but a narrow playbook. Meanwhile NIO has been quietly stacking the deck: NIO Premium Flagship SUVs and sedans like ES8 EC6 ET5. ONVO The L60 has" [X Link](https://x.com/jan_dekkers/status/1965274735379681681) 2025-09-09T04:43Z [----] followers, [----] engagements "$NIO: The Inflection Point Investors Have Been Waiting For ( $74 in [----] ) #NIO has been through the valley of doubt but the numbers now line up for what could be one of the most dramatic turnarounds in the #EV industry. Q4 Setup [------] Cars Mostly Premium Management has guided toward an aggressive ramp and the math paints a bullish picture: [------] vehicles expected in Q4. Mix: 70% ES8 (flagship SUV) + ONVO L90 (blockbuster family SUV) 30% other models. Using realistic average selling prices ($70k ES8 $50k L90 $35k others) thats $7.9B revenue in one quarter. At NIOs improving 18% gross margin" [X Link](https://x.com/jan_dekkers/status/1965611988463354298) 2025-09-10T03:03Z [----] followers, 17.3K engagements "$NIO Q4 Profit Scenarios: Valuation Reset Signals Potential Breakout Ahead #NIO has been through the valley of doubt but the numbers now align for what could be one of the most dramatic turnarounds in the EV industry. Q4 Setup [------] Cars Mostly Premium Management has guided toward an aggressive ramp and the math is bullish. NIO is targeting [------] vehicles in Q4 with roughly 70% being the premium ES8 flagship SUV and the ONVO L90 family SUV and 30% made up of other models. Using realistic average selling prices ($70000 for the ES8 $50000 for the L90 and $35000 for the rest) that equates to" [X Link](https://x.com/jan_dekkers/status/1966530808858202297) 2025-09-12T15:54Z [----] followers, 10.6K engagements "Why $NIO May Be Your Best EV Bet: Case for a $55 Share Price The recent announcement by eight Chinese government departments of the Work Plan for Steady Growth of the Automobile Industry (2025-2026) has huge implications not just for Chinese OEMs broadly but especially for companies like #NIO Inc. Heres how all this plays into NIOs favor - and why the current share price looks deeply undervalued with a plausible long-term target near $55 per share. [--]. Strong Tailwinds from Policy The plan aims for [----] million vehicle sales in China for [----] a 3% YoY increase with new-energy vehicles (NEVs)" [X Link](https://x.com/anyuser/status/1966948342573002923) 2025-09-13T19:33Z [----] followers, 14.7K engagements "NIO: Why $55 Is Justified in the Near Future And Why $100 Isnt Crazy for [----] $NIO boards are full of $100 soon posts. Many lack reasoning but the idea isnt completely unrealistic. I dont land on $100 yet - but I can justify $55 in the near-term with a pathway to triple digits later. [--]. Deliveries Are Ramping Fast NIO is no longer a niche EV maker. Quarterly deliveries are targeting 150k+ units with monthly shipments surpassing 30k. Scale efficiency is kicking in: each car contributes more to margins as R&D and infrastructure costs are spread across more units. [--]. Battery-as-a-Service (BaaS)" [X Link](https://x.com/jan_dekkers/status/1967814584078831715) 2025-09-16T04:55Z [----] followers, [----] engagements "$NIO #ES8 Preorder Momentum and the Power of the F3 Factory Unconfirmed Industry chatter in China is pointing to something remarkable: on average each #NIO store has racked up around [---] ES8 preorders. With more than [---] NIO stores nationwide thats close to [------] potential ES8 orders. If just 75% of these preorders translate into real deliveries NIO could be looking at over [------] ES8 sales an unprecedented figure for a premium SUV in the EV market. That kind of demand would not only boost NIOs top line but also showcase how its ecosystem strategy continues to gain traction. At the same time" [X Link](https://x.com/jan_dekkers/status/1968162494477898054) 2025-09-17T03:58Z [----] followers, [----] engagements "$NIO Signals Confidence: Battery Swap Ads Hit TV and YouTube for the First Time #NIO has just taken a major step forward in brand positioning and customer outreach. For the first time ever the company is actively advertising its battery swap technology on mainstream TV and YouTube platforms. This bold move signals more than just marketing - its a declaration of confidence. For years NIOs battery swap network has been its defining differentiator in the EV landscape. While competitors remain dependent on traditional charging NIO has built out a 5th-generation battery swap system capable of" [X Link](https://x.com/jan_dekkers/status/1968718901879128517) 2025-09-18T16:48Z [----] followers, [----] engagements "$NIO Singapore and Hong Kong on the run" [X Link](https://x.com/anyuser/status/1968874208387096920) 2025-09-19T03:06Z [----] followers, [----] engagements "$NIO #NIO Inc.: On Track for $55 Bull Base and Bear Cases NIO has positioned itself as a leading player in Chinas EV market and its management has laid out clear targets for profitability in [----]. With new models expanding battery swap infrastructure and strong EV adoption trends the stock has potential to rerate toward a tech-like valuation. Heres a forward-looking assessment based on CEO guidance expected financial performance and market dynamics. Bull Case: Rapid Growth and Tech Re-Rating Profitability in 2026: CEO William Li has publicly stated that NIO aims to achieve full-year" [X Link](https://x.com/jan_dekkers/status/1969838892921892998) 2025-09-21T18:59Z [----] followers, [----] engagements "$nio the run-up has begun in overnight trading @$7.67" [X Link](https://x.com/jan_dekkers/status/1969928652524839385) 2025-09-22T00:56Z [----] followers, [----] engagements "Deutsche Bank Boosts Confidence in $NIO with HK$82 Price Target US$10.50 #NIO has once again earned a vote of confidence from Wall Street. In its latest research note Deutsche Bank reiterated a Buy rating on NIO and raised its H-share price target from HK$75 to HK$82 which translates to about US$10.50 per share. Key Drivers Behind the Upgrade Strong ES8 Momentum Deutsche Bank projects [-----] ES8 units per month in the short term supported by competitive pricing and robust order backlogs. Even with normalization to [----] units per month later in the cycle the ES8s launch is proving stronger than" [X Link](https://x.com/jan_dekkers/status/1970479435934769347) 2025-09-23T13:24Z [----] followers, [----] engagements "$NIO #Firefly Brand Accelerates Toward [------] Customers NIOs Firefly brand is proving to be one of the fastest-growing entrants in Chinas EV market delivering a clear signal that consumer demand for affordable high-quality smart EVs is stronger than ever. Sales Momentum Shanghai alone now accounts for 10% of all Firefly sales cementing the city as a key urban stronghold for the brand. Firefly is about to celebrate its 20000th delivery a major milestone achieved in record time. The speed of adoption is accelerating: From launch to [-----] units took [--] days. From [-----] to [-----] units has taken" [X Link](https://x.com/jan_dekkers/status/1971747004138365086) 2025-09-27T01:21Z [----] followers, [----] engagements "Shanghai Announces 30k New Car Subsidy for October Huge Boost for $NIO Rain clears skies brighten and so does the EV market outlook Shanghai has just rolled out a surprise [-----] new car subsidy for October and the timing couldnt be better for #NIO #Onvo and #Firefly. This fresh incentive will directly support sales in one of Chinas most critical auto hubs driving demand exactly when Q4 deliveries are expected to surge. Importantly this subsidy doesnt require scrapping old cars and can be stacked with national-level incentives making it one of the most flexible and attractive policies weve" [X Link](https://x.com/jan_dekkers/status/1972449008749838749) 2025-09-28T23:51Z [----] followers, [----] engagements "Why $NIO #NIO could be $55 in [----] - Base Bull and Bear cases Short answer up-front: with 150k deliveries in Q4 and 600k deliveries in [----] NIO hitting a $55 share price is plausible if management executes on margin expansion (vehicle gross margins 1620%) keeps dilution in check (shares outstanding 2.22.5B) and the market awards a premium growth multiple as the company becomes consistently profitable and demonstrates strong cash-flow optionality from services (BaaS swaps software). Below I walk through the facts the math primary catalysts and risks - then give a clean Base / Bull / Bear" [X Link](https://x.com/jan_dekkers/status/1973474173101154465) 2025-10-01T19:44Z [----] followers, [----] 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](https://x.com/jan_dekkers/status/1974506337351700692) 2025-10-04T16:06Z [----] followers, 30.4K engagements "Why This Matters for $NIO [--]. Validation of Technology NIOs self-developed NAD (NIO Autonomous Driving) system has passed regulatory scrutiny marking a significant milestone in Chinas stringent regulatory environment for autonomous driving. [--]. Government Endorsement Being selected in the first L3 pilot list is more than a technical nodits a policy-level endorsement. This strengthens NIOs positioning as a national leader in smart EV technology. [--]. Hardware Superiority The technical comparison chart highlights a major edge: Most rivals (Changan Seres Avatr BYD) rely on Huawei ADS [---] with 400" [X Link](https://x.com/jan_dekkers/status/1974509808851300672) 2025-10-04T16:19Z [----] followers, 13.1K engagements "$NIO - Chinas direct investment in the United States has collapsed from its $57 billion peak in [----] to just $2.1 billion in the first half of [----]. 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 $1 trillion investment package to the Trump administration in exchange for easing restrictions and tariffs. If realized this would represent a reversal of a decade-long freeze in capital flowsand it could be very positive for companies" [X Link](https://x.com/jan_dekkers/status/1974886035244134805) 2025-10-05T17:14Z [----] followers, [----] engagements "$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 [----] and deliveries approaching record highs the company appears ready to transition from an ambitious disruptor into a profitable global player. [--]. Profitability in Sight NIO has spent the last two years optimizing its operations and reducing costs while steadily growing" [X Link](https://x.com/jan_dekkers/status/1975223180550955264) 2025-10-06T15:34Z [----] followers, 10.3K engagements "In a decisive step toward full-stack autonomy $NIO has launched Anhui Shenji Technology Co. Ltd. an independent chip design company founded in [----] 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 [----] and the" [X Link](https://x.com/jan_dekkers/status/1975586939345727863) 2025-10-07T15:40Z [----] followers, [----] 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 [-----] deliveries" [X Link](https://x.com/anyuser/status/1975788602950136234) 2025-10-08T05:01Z [----] followers, 13.4K engagements "For years $NIO has been one of the most misunderstood companies in the global EV landscape. Despite industry-first innovations advanced technology and a rapidly expanding energy ecosystem many analysts and institutions continue to view #NIO solely through the lens of current financials instead of long-term potential. The problem is that Wall Streets traditional valuation models were built for legacy automakers not for a company like NIO that is building an entire ecosystem around energy software and AI-driven mobility. Battery swap networks Battery-as-a-Service (BaaS) autonomous driving and" [X Link](https://x.com/jan_dekkers/status/1975946407497666749) 2025-10-08T15:28Z [----] followers, [----] engagements "$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 [---] % 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](https://x.com/jan_dekkers/status/1977406366185865621) 2025-10-12T16:09Z [----] followers, 18.6K engagements "IS $NIO COMMING TO NORTH AMERICA #NIO $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 [---] % tariff on Chinese electric vehicles (EVs) pointing to recent signals from Beijing that China would $NIO Canadas EV Tariff: Time to End the Double-Standard In a welcome development Premier Wab Kinew of Manitoba has called on Canadas federal government to drop its [---] % tariff on Chinese electric vehicles (EVs) pointing to recent signals from Beijing that China would" [X Link](https://x.com/jan_dekkers/status/1977485815279501743) 2025-10-12T21:25Z [----] followers, 24.4K engagements "$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](https://x.com/anyuser/status/1977765557463372220) 2025-10-13T15:57Z [----] followers, [----] 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 [----] units" [X Link](https://x.com/jan_dekkers/status/1978338380481200242) 2025-10-15T05:53Z [----] followers, [----] engagements "Stupid is what stupid does. Again $NIO is slipping in overnight trading and again many will panic and bail. Thats exactly when smart money leans in. Selling now just as NIO is entering its strongest demand cycle yet is downright foolish. Heres what the numbers and on-the-ground reports tell us: this dip may be one of the best entry points youll see. Demand Signals: Deliveries Backlog & Retail Activity Delivery Numbers: Records Broken In September [----] NIO delivered [-----] vehicles a new monthly record up 64.1% year-over-year. Breakdown by brand: [-----] units from the NIO (premium) brand 15246" [X Link](https://x.com/jan_dekkers/status/1979053531362680998) 2025-10-17T05:15Z [----] followers, [----] engagements "$NIO Tops [----] NEV Once again #NIO proves why its the benchmark for trust and loyalty in Chinas fast-growing EV sector. According to ThinkerCars [----] NEV Brands Word-of-Mouth Index (NPS Ranking) NIO ranks #1 with an impressive score of [----] well above the industry average of [----]. This result underscores what owners and long-term investors already know - NIOs strength lies in its experience innovation and community. With a premium ownership ecosystem centered around battery swapping service excellence and customer engagement NIO continues to dominate in user satisfaction and advocacy. On the" [X Link](https://x.com/jan_dekkers/status/1979255078981898354) 2025-10-17T18:35Z [----] followers, [----] engagements "$NIO The Q4 Perfect Storm - Record Deliveries Profitability and Powerful Catalysts Ahead #NIO is entering Q4 [----] with unstoppable momentum - and for the first time in years everything is lining up perfectly: record-breaking deliveries the long-awaited return to profitability and multiple catalysts that could define its next growth cycle. Q4 Record Deliveries After a strong September finish NIO is positioned for a historic quarter. The Onvo sub-brand continues to gain traction with the L60 and L90 models ramping faster than expected both targeting key segments of Tesla and XPeng. Firefly NIOs" [X Link](https://x.com/jan_dekkers/status/1980693796192153812) 2025-10-21T17:52Z [----] followers, [----] engagements "What Company Can Give You Between 20% and 350% Return by Mid-2026 There are no guarantees in the stock market but few companies present a risk-reward profile as compelling as $NIO At just under $7 a share #NIO sits at levels that dramatically understate its potential if execution aligns with its expanding ecosystem - from vehicle innovation and premium models like the ES8 to mass-market expansion through Onvos L90 and L60. Combined with its growing network of battery-swap stations and Battery-as-a-Service (BaaS) model NIO is positioned for one of the strongest rebounds in the EV sector. Why" [X Link](https://x.com/jan_dekkers/status/1981149876303122832) 2025-10-23T00:05Z [----] followers, [----] engagements "#JPMorgan Clears $NIO of Accounting Fraud Allegations: Confidence Restored in China's Premium EV Pioneer SHANGHAI - In a major vindication for #NIO Inc. JP Morgan has officially given the company a clean bill of health following a detailed review into allegations of accounting manipulation. The investigation found no evidence of inflated sales figures confirming that NIOs accounting policies fully comply with all relevant regulations. The allegations initially raised by Singapores sovereign wealth fund GIC accused NIO of artificially inflating revenue through its Battery-as-a-Service (BaaS)" [X Link](https://x.com/anyuser/status/1981557524227903835) 2025-10-24T03:05Z [----] followers, [----] engagements "Confirmed: $NIO Enters Robotics Without the $1 Trillion Ego While one billionaire is busy trying to convince his board hes worth a $1 trillion pay package #NIO is quietly doing what $Tesla only talks about - executing. This week NIO confirmed its entry into robotics expanding its innovation footprint beyond EVs and energy into intelligent automation. No hype no Mars-level promises - just progress. Meanwhile in Texas #Elon #Musk is reportedly negotiating what would be the largest CEO compensation deal in history - a plan that could hand him over [---] million Tesla shares if he somehow turns the" [X Link](https://x.com/jan_dekkers/status/1982661920865047012) 2025-10-27T04:13Z [----] followers, 16.2K engagements "$NIO Q3 [----] Results Estimate: Record Revenue Rising Deliveries and a Clear Path to Profitability Chinese electric vehicle innovator NIO Inc. is set to deliver another milestone quarter in Q3 [----] - with record revenue sharply higher deliveries and continued progress toward profitability. Despite operating in one of the worlds most competitive EV markets NIO continues to strengthen its position through advanced technology disciplined execution and unmatched customer experience. Revenue and Delivery Momentum For Q3 [----] NIO guided revenue between $3.05 billion and $3.19 billion driven by" [X Link](https://x.com/anyuser/status/1983342870372425874) 2025-10-29T01:19Z [----] followers, [----] engagements "$NIO Ledao Auto Smashes Another Record - [------] Deliveries in Lightning Speed Just [--] days after celebrating its 100000th vehicle #NIO Ledao Auto has already crossed the 110000-unit milestone marking one of the fastest scaling events in Chinas new energy vehicle (NEV) industry. This stunning acceleration reflects not only NIOs strong brand momentum but also its strategic expansion in production capacity throughout November. Factories running at higher efficiency and logistics optimization have significantly reduced delivery times - a critical factor in meeting surging demand. Why It Matters" [X Link](https://x.com/jan_dekkers/status/1984449177896829343) 2025-11-01T02:35Z [----] followers, [----] engagements "$TSLA $F $GM $TM $HMC $STLA $RACE #VOW3 $BMWYY $MBGYY $BYDDY $NIO $LI $XPEV $LCID $RIVN $VFS $PSNY $NKLA $FFIE $ZK $KNDI $REVG $FSR $GOEV $SOLO $ARVL $MULN $CENN $CJET $GELYF $TATAMOTORS $MZDAY $SUZUKI $HYMTF $KIA $PEUGF $NSANY $MITSY $MAKSF $HINOY $ISUZY $DAI $FCAU $VWAGY $TTM $PUGOY $RNOFY $SSUMY $SAGVF Why Choose $NIO Over a Plug-Dependent EV The Smarter Longer-Lasting Future of Driving Electric vehicles are the future - but not all EVs are created equal. For most carmakers electric still means being tied to a charging cable waiting around and dealing with all the https://t.co/paCEdHEPxr" [X Link](https://x.com/jan_dekkers/status/1984652446334079066) 2025-11-01T16:03Z [----] followers, [----] engagements "$NIO The Premium EV Brand Winning Where It Counts Most NIO leads the category in revenue even without leading in delivery volume. That is the strength of a premium brand. Many people compare EV manufacturers by monthly units delivered. But unit volume alone does not determine which company is truly winning. When we shift the lens from deliveries to revenue the outcome changes dramatically - and #NIO stands out as the clear leader among Chinas new-generation EV brands. The Advantage of Premium Pricing NIO operates in the premium segment with an average selling price of roughly $42000 to $63000" [X Link](https://x.com/jan_dekkers/status/1985119427520860316) 2025-11-02T22:58Z [----] followers, 22.8K engagements "$NIO Just Secured a Major Win - And Wall Street Isnt Paying Attention Yet #NIO has just strengthened one of its most powerful competitive advantages - and it didnt come from car sales flashy marketing or software headlines. It came from the heart of its energy ecosystem: the battery asset management business that makes Battery-as-a-Service (BaaS) possible. NIOs battery asset manager has secured [---] million ($92M USD) in Series C funding a round backed not only by its founding shareholders but also by two new state-owned capital investors. Thats not smart money - thats strategic national" [X Link](https://x.com/jan_dekkers/status/1985243202706911400) 2025-11-03T07:10Z [----] followers, [----] engagements "Why $NIO Is Emerging as the Clear Long-Term Winner in Chinas EV Market For years Chinas EV narrative has focused on three names: #NIO $Li Auto and $Xpev. But the latest data shows a decisive shift underway. NIO is entering the payoff phase of its long-term strategy while #Li Auto and #Xpeng are losing momentum and strategic clarity. After a multi-year investment cycle in infrastructure technology vertical integration and brand NIO is now showing the early signs of operating leverage sustainable growth and expanding market share that the market has been slow to recognize. Here is why NIO is" [X Link](https://x.com/jan_dekkers/status/1985393018434961758) 2025-11-03T17:05Z [----] followers, [----] engagements "Chinas New EV Battery Health Check Changes Everything - And $NIO Is Now Perfectly Positioned to Win A major regulatory shift hit Chinas EV market and its about to reshape how consumers value electric cars. China has now pointed to EV battery health checks for all second-hand EV sales. This means that when an EV is sold or ownership is transferred the batterys State of Health (SOH) should be tested certified and disclosed to the buyer. This is a turning point - because the moment battery health becomes a regulated metric the traditional own the battery model starts to collapse. Why This Is So" [X Link](https://x.com/jan_dekkers/status/1985736995407348079) 2025-11-04T15:52Z [----] followers, [----] engagements "The $NIO Rise: While Others Fell NIO Turned October Green Teslas China-made sales fell to [-----] units in October a massive month-on-month drop of 32.3% the sharpest decline in almost two years. Year-on-year Tesla was also down - a sign that the pressure in China is no longer temporary noise but a structural challenge. At the same time several Chinese players lost momentum. Li Auto saw a sharp decline and BYD slipped year-on-year as heavy competition and relentless price cuts began to take their toll. The easy growth phase for the big volume players is clearly over. And then theres NIO - the" [X Link](https://x.com/jan_dekkers/status/1985903614553178454) 2025-11-05T02:54Z [----] followers, [----] engagements "It's time Wall Street wakes up. $Nio is not a China only play. $NIO Group FIREFLY model coming soon to [--] European countries NIO CEO William Li: "The FIREFLY brand will be established in [--] European countries by [----] and the ONVO brand by [----]. Canada and Southeast Asia are also on the way." https://t.co/kHwzeImJRE $NIO Group FIREFLY model coming soon to [--] European countries NIO CEO William Li: "The FIREFLY brand will be established in [--] European countries by [----] and the ONVO brand by [----]. Canada and Southeast Asia are also on the way." https://t.co/kHwzeImJRE" [X Link](https://x.com/anyuser/status/1986823319178661894) 2025-11-07T15:49Z [----] followers, [----] engagements "$nio almost 13k amazing. $NIO Group last week 13K [----] NIo [----] Onvo [----] Firefly $NIO Group last week 13K [----] NIo [----] Onvo [----] Firefly" [X Link](https://x.com/anyuser/status/1988134864122683817) 2025-11-11T06:41Z [----] followers, [----] engagements "$NIO [----] Price Targets: Why [--------] May Be the Start of #NIO Supercycle After years of heavy investment expanding infrastructure and launching new brands NIO is finally positioned to enter its most profitable era. With Q4 [----] expected to deliver 150000+ vehicles and blended gross margins rising toward 18% NIOs path to real profitability in [----] has never been clearer. NIOs transformation is now in full motion: -Premium NIO brand anchoring ASP and margins -ONVO driving the mid-range high-volume segment -Firefly entering the ultra-affordable city car market -Gen-5 battery swap network" [X Link](https://x.com/anyuser/status/1989834322854253014) 2025-11-15T23:14Z [----] followers, 18K engagements "$NIO [----] Breakout: The AI-Chip Reality the U.S. Market Is Completely Missing For years U.S. investors have lived under a myth: that Tesla and Nvidia sit alone atop the AI-hardware mountain untouchable and decades ahead of China. That narrative is about to implode - and #NIO is positioned to benefit more than any other Chinese automaker. Because while the U.S. market hypes slides tweets and promises China - and especially NIO - is already delivering the technology Americans believe wont exist until [----] or later. This is the great perceptionreality split and [----] may be the year everything" [X Link](https://x.com/jan_dekkers/status/1990163685063745684) 2025-11-16T21:02Z [----] followers, [----] engagements "$NIO Poised for Rebound: Deutsche Bank Upgrade Sparks Momentum Across Markets NIO Inc. / NIO) is showing signs of renewed strength as the EV maker captures investor attention on both sides of the Pacific. Deutsche Banks recent move to raise its price target on NIOs Hong Kong shares to HK$75 roughly $9.60 in U.S. terms underscores growing confidence in the companys nearterm momentum. With NIO currently trading in the mid$6 range for its U.S. ADRs the upgrade signals that analysts see tangible upside ahead. This confidence is rooted in the companys accelerating sales trajectory and exciting new" [X Link](https://x.com/jan_dekkers/status/1959784178045874545) 2025-08-25T01:05Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@jan_dekkers jan dekkers
jan dekkers posts on X about $nio, nio, in the, china the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [------] -33%
- [--] Month [-------] +28%
- [--] Months [---------] +215%
- [--] Year [---------] +542%
Mentions: [--] #
- [--] Week [--] -1.40%
- [--] Month [---] +21%
- [--] Months [---] +165%
- [--] Year [-----] +368%
Followers: [-----] #
- [--] Week [-----] +1.90%
- [--] Month [-----] +13%
- [--] Months [-----] +86%
- [--] Year [-----] +347%
CreatorRank: [-------] #
Social Influence
Social category influence automotive brands #4716 finance 32.89% stocks 23.49% countries 15.44% travel destinations 6.71% financial services #894 technology brands 2.68% cryptocurrencies 2.01% celebrities 2.01% exchanges 0.67%
Social topic influence $nio #4, nio #117, in the 14.09%, china #3886, tesla #1496, strong 7.38%, the most 6.71%, electric vehicle 6.71%, investment 6.71%, money 6.71%
Top accounts mentioned or mentioned by @jimmytran192261 @jandekkers @youtube @cnevpost @grok @salledeguerre2 @n2o2inc @niothailand @andy_fitzgerald @colletpier96354 @niosanfrancisco @cyclefan88 @chrisstura @liamdenning @opinion @arthurshen @elonmusk @nioswitzerland @unusualwhales @5littlebass
Top assets mentioned Tesla, Inc. (TSLA) XPENG INC. (XPEV) Li Auto Inc. (LI) Lennox International, Inc. (LII) Boyd Gaming Corporation (BYD) Goldman Sachs (GS) Rivian Automotive, Inc. (RIVN) Toyota Motor Corporation (TM) Stellantis N.V. (STLA) GM (GM) Lucid Group Inc (LCID) Deutsche Bank Aktiengesellschaft (DB)
Top Social Posts
Top posts by engagements in the last [--] hours
"Potential Solutions for $NIO Shenji Chip Mass Production Challenge [--]. Foundry Partnerships ( $TSMC / $SMIC / #HuaHong) The most direct path is scaling through a Tier-1 semiconductor foundry with proven automotive-grade reliability. Right now Chinese fabs (like SMIC or Hua Hong) could help with localized production to reduce export restrictions. A dual-foundry strategy (Taiwan + Mainland) could balance risk. [--]. Joint Ventures or Strategic Investors NIO already spun off Anhui Shenji Technology Co. Ltd. as a separate subsidiary. By inviting strategic investorspossibly CATL Huawei or state-backed"
X Link 2025-08-22T01:19Z [----] followers, [----] engagements
"For $NIO battery swap stations the cost is not borne solely by #NIO. It follows an alliance and co-investment model: NIO itself invests in station design core technology (robotics software control systems) and some flagship locations. Battery suppliers (e.g. $CATL $EVE Energy #Gotion) often co-invest as the stations support their batteries and expand the ecosystem. Partner OEMs in the NIO Battery Swap Alliance share costs for stations when their vehicles use the network. Local/state governments or infrastructure partners sometimes provide subsidies land or grid access to speed deployment. The"
X Link 2025-11-14T18:51Z [----] followers, [----] engagements
"$NIO and $CATL Deepen Strategic Alliance: Building the Foundation for a Multi-Brand Battery Swap Era NIOs newly announced five-year strategic cooperation agreement with CATL is far more than a routine supplier renewal. It represents a decisive step toward industrializing battery swap technology at scale and reinforces NIOs position as the architect of the worlds most advanced battery-as-a-service (BaaS) ecosystem. At its core the agreement focuses on the joint development of long-life batteries optimized specifically for battery swap use cases alongside the continued expansion and"
X Link 2026-01-06T16:17Z [----] followers, [---] engagements
"Chinese EV Companies Active in the EU: $NIO - Active sales across most major EU markets $BYD - Selling EVs across most major EU markets $XPeng - Vehicles sold and registered in: Norway Netherlands Denmark Sweden Germany $Geely Group Zeekr Active sales Netherlands Sweden Germany Norway $Dongfeng (Voyah) - Vehicles sold through dealers in: Germany Norway Italy Great Wall Motor (ORA) Germany UK Nordics https://twitter.com/i/web/status/2010764108241781224 https://twitter.com/i/web/status/2010764108241781224"
X Link 2026-01-12T17:21Z [----] followers, [----] engagements
"$NIO Not Just a Car Company but a Software-Defined Mobility Platform #NIO is often discussed as an electric vehicle manufacturer but that framing increasingly misses the point. What matters most is not a single model quarterly delivery number or headline comparison. It is the direction of the company. NIOs direction is clear. It is positioning itself as a software-defined mobility company where vehicles continuously improve over time through AI data and compute. Unlike traditional automakers NIO does not treat software as a feature layered on top of hardware. Software is the product. From"
X Link 2026-01-28T14:34Z [----] followers, [----] engagements
"With $Tesla Stepping Back $NIO Stands Alone as the Innovation Leader As #Tsla winds down the Model S and Model X and increasingly narrows its focus to mass-market scale a vacuum has opened at the very top end of electric vehicle innovation. That vacuum is not theoretical. It is visible. And today NIO is the company standing in it. For years Tesla defined what a premium electric vehicle could be. But innovation leadership is not a lifetime appointment. It must be continuously earned. While Teslas strategy has shifted toward cost reduction platform consolidation and margin defense NIO has gone"
X Link 2026-01-30T00:59Z [----] followers, [----] engagements
"Why $NIO Looks Like the Future of EVs While $Tesla Quietly Moves On Buying a $Tsla today sounds dumb. Tesla built the modern EV industry. That part of the story is not up for debate. But history does not guarantee relevance and the decision to phase out the Model S and Model X should make any potential buyer pause. These two vehicles were once Teslas halo products. They represented innovation performance and premium electric driving. Their quiet exit is not just a product decision. It is a signal. Tesla is no longer focused on building the best cars. It is focused on building the next"
X Link 2026-01-31T02:17Z [----] followers, [----] engagements
"$Nio Drives EV Adoption with New 7-Year Financing Plan in China #Nio Inc. (NYSE: NIO HKG: 9866) is taking a bold step to accelerate electric vehicle adoption in its home market by rolling out an ultra-long-term low-interest 7-year financing plan for car purchases in China. This strategic move announced in early February [----] positions Nio alongside Tesla Xiaomi Li Auto Xpeng and other leading EV makers in offering some of the most consumer-friendly auto financing in the world - a significant push at a time when Chinas EV market is experiencing a seasonal slowdown. Making EV Ownership More"
X Link 2026-02-01T00:27Z [----] followers, [----] engagements
"$NIO - #NIO Uzbekistan is the most populous country in Central Asia with a rapidly growing population and a car market dominated by domestic production primarily white Chevrolets. As of early [--------] the population has surpassed [--] million with over [--] million vehicles registered to individuals. Nio makes official entry into Uzbekistan with opening of 1st local store via @CnEVPost https://cnevpost.com/2026/02/01/nio-makes-official-entry-into-uzbekistan/ https://cnevpost.com/2026/02/01/nio-makes-official-entry-into-uzbekistan/"
X Link 2026-02-01T06:57Z [----] followers, [----] engagements
"January [----] China EV Deliveries Comparison $NIO [-----] vehicles +96.08% year over year Nearly doubled January [----] volumes despite Chinese New Year slowdown Strong rebound signal and demand recovery clearly visible Takeaway: NIO is showing one of the strongest year over year growth rates among pure BEV peers. Li Auto [-----] vehicles Down year over year Sharp month over month decline Key context: Li Auto volumes are now roughly flat with NIO Growth momentum has cooled as EREV competition intensifies Still heavily dependent on hybrid style positioning rather than pure BEV scale Takeaway: Li Auto"
X Link 2026-02-01T08:32Z [----] followers, [----] engagements
"You got grok to answer :-) @grok I don't avoid critical questions - I rely on data for thoughtful responses. On Chinese pure EV stocks analysts see $NIO with high potential (current $4.70 optimistic targets $15-20 by end-2026 possibly tripling). XPeng ($18 targets to $26) and Zeekr ($27 to $38) are strong too. Not financial advice; do your research. https://twitter.com/i/web/status/2017996272461074672 https://twitter.com/i/web/status/2017996272461074672"
X Link 2026-02-01T16:19Z [----] followers, [---] engagements
"If You Dont Have a Moat Like $NIO You Wont Survive the EV Shakeout. The ongoing selloff in Chinese electric vehicle (EV) stocks - led by $BYD sharp January sales decline - crystallizes a fundamental truth in this industry: companies without a sustainable competitive moat will struggle to endure in a crowded profit-pressured market. In early trading Monday BYDs shares slumped sharply after reporting a 30% year-over-year drop in January vehicle sales the weakest monthly performance in years dragging the broader EV sector down with it. Smaller peers including NIO and XPeng also saw notable share"
X Link 2026-02-02T05:13Z [----] followers, [----] engagements
"$Citi Explains Why $NIO Stock Is Suddenly Outperforming Its Chinese EV Rivals After a prolonged period of underperformance relative to its peers #NIO Inc. has recently begun outperforming several of Chinas major electric vehicle manufacturers in the market. Analysts at #Citigroup Global Markets issued a flash note in late January explaining several key factors behind the shift in investor sentiment and relative share price performance. [--]. Strong January Delivery Momentum and Order Backlog The most immediate driver of NIOs relative outperformance has been better than expected retail delivery"
X Link 2026-02-02T06:23Z [----] followers, [----] engagements
"Is Today the $nio Final Shake-Out Every long bull cycle has a moment where patience is tested to the extreme. Prices feel irrational. Sentiment turns openly hostile. Even good data gets ignored. Thats usually not the start of the end. Thats the end of the weak hands. NIO is sitting in one of those moments right now. While the stock is being pushed around by macro fear options pressure and short-term traders the business fundamentals are quietly improving: Deliveries are growing strongly year-over-year New platforms and refreshed models are rolling out Gross margins are stabilizing Cost"
X Link 2026-02-02T15:37Z [----] followers, [----] engagements
"$NIO #NIO Jan [----] Revenue $250M Gross Profit ES8 Revenue [-----] $55000 $970.5M Other Models Revenue [----] $35000 $333.8M Total January Automotive Revenue 👉 $1.30B Total January [----] Gross Profit @ 19% = $250M Still have to deduct OpEx once we have more clarity at that number. Thats an exceptionally strong margin for a January quarter"
X Link 2026-02-02T21:23Z [----] followers, [----] engagements
"There is a real chance $NIO (Opex) could come down in [--------] as the company transitions from heavy investment into what management has described as a harvest or profitability period supported by improved delivery volume cost control initiatives and structural changes. Heres how and why that might happen [--]. Cost Control and Organizational Streamlining NIO is actively reducing expenses across the company which can directly lower Opex: Organizational restructuring: NIO has restructured internally with a new management system (CBU) that disaggregates operations into smaller ROI-focused units"
X Link 2026-02-03T02:24Z [----] followers, [----] engagements
"$nio almost there With its battery swap count approaching [---] million NIO's innovative practices in the new energy vehicle industry have moved from controversy to consensus. $NIO https://t.co/sEXKh5jp5l With its battery swap count approaching [---] million NIO's innovative practices in the new energy vehicle industry have moved from controversy to consensus. $NIO https://t.co/sEXKh5jp5l"
X Link 2026-02-03T15:30Z [----] followers, [----] engagements
"There is a lot of doubt and mixed emotion swirling in the minds of $NIO investors right now and that is not accidental. It is being fueled by institutions hedge funds and short-term narratives that thrive on uncertainty. When sentiment is confused price becomes volatile. That is exactly the environment large players prefer. #NIO is being judged almost entirely on near-term optics while long-term fundamentals are ignored. Monthly delivery noise seasonal dips and selective comparisons dominate headlines while the structural progress happening inside the company barely gets mentioned. This"
X Link 2026-02-03T16:47Z [----] followers, [----] engagements
"@chris_stura When is their earnings I thought March [--] but could be wrong"
X Link 2026-02-04T05:28Z [----] followers, [---] engagements
"$NIO #NIO Marketing Reality Check https://t.co/lFU5RIucGg https://t.co/lFU5RIucGg"
X Link 2026-02-04T17:03Z [----] followers, [----] engagements
"$Nio Maybe tomorrow for sure by Friday $nio almost there https://t.co/WZ9s16LW8t $nio almost there https://t.co/WZ9s16LW8t"
X Link 2026-02-04T23:23Z [----] followers, [----] engagements
"@salledeguerre2 $NIO Here you go"
X Link 2026-02-05T04:06Z [----] followers, [---] engagements
"$NIO Huge volume"
X Link 2026-02-05T18:33Z [----] followers, [----] engagements
"Why Now Is the Time to Buy or Add $NIO If youve been watching #NIO you know its not just another EV story. Whats happening now is real measurable and transformative. Heres why any serious investor should consider buying or adding NIO to their portfolio. [--]. Historic Turnaround in Profitability NIO just announced its first-ever quarterly operating profit on a non-GAAP basis: Adjusted operating profit (non-GAAP): RMB 700M1.2B / US$100M172M GAAP operating profit: RMB 200M700M / US$29M100M Compare that to Q4 [----] when the company lost RMB 5.5B / US$780M in just one quarter. Thats a year-over-year"
X Link 2026-02-05T19:40Z [----] followers, [----] engagements
"$NIO Explodes on Monster Volume - Shorts Capitulate as Smart Money Rushes In Todays tape tells a clear story: this is not random noise. #NIO is trading on extraordinary volume signaling a decisive shift in control. The catalyst A profit inflection that caught the market off guard. As the stock pushed higher short sellers were forced to cover adding fuel to the move. At the same time new long buyers stepped in aggressively positioning for what looks like a structural turnaround rather than a one-day pop. When short covering and fresh long demand collide volume surges and price action gains"
X Link 2026-02-05T20:50Z [----] followers, [----] engagements
"$NIO Profit Alert Is Not a Fluke - Its the Moment the Narrative Breaks For years critics said the same thing: Great cars great tech but no profits. That argument just died. #NIO latest profit alert wasnt just a surprise - it was a structural shock to Wall Streets expectations. The Headline Nobody Was Positioned For NIO now expects Q4 operating profit of US$100MUS$172M marking the first adjusted quarterly operating profit in company history. Let that sink in. Wall Street expected an US$80M loss. A year ago NIO reported a US$832M loss. The swing wasnt incremental - it was violent This isnt"
X Link 2026-02-05T22:22Z [----] followers, [----] engagements
"$NIO Profits Announced Shorts Still Trapped - And the Real Test Is Tomorrow Today wasnt a quiet tape. #NIO delivered a profit announcement and despite that a significant short position remains trapped but not yet panicked. Thats telling. If shorts truly believed the downside thesis was intact theyd be pressing harder. Instead theyre managing exposure - trying to hold price near key levels rather than force a breakdown. Why Options Day Still Matters - Even after the profit news the $4.50 area remains a tactical line not a reflection of value. On options expiration shorts may still attempt to:"
X Link 2026-02-06T00:53Z [----] followers, [----] engagements
"$NIO Overnight #NIO $NIO $NIO"
X Link 2026-02-06T03:52Z [----] followers, [----] engagements
"$NIO 100M In the Next few hours $NIO $NIO"
X Link 2026-02-06T04:04Z [----] followers, [----] engagements
"Why You Should Start Believing in $NIO Again After a brutal stretch for EV stocks something is clearly changing and NIO is right in the middle of it. This week #NIO didnt just bounce; it sent a signal. The stock closed at $4.70 up +5.86% intraday and then kept going after hours touching $5.01 (+6.60%). That kind of follow-through doesnt happen by accident. It happens when buyers step in with conviction. This isnt random volatility. Its the kind of price action that often marks the early stages of a sentiment shift. A Turnaround Is Forming NIO has already endured the worst: pricing wars macro"
X Link 2026-02-06T06:56Z [----] followers, [----] engagements
"Alright lets cut through the hype fog and talk reality because Li Autos all-new L9 is being sold as a revolution but priced like a tech demo. And in the real market that matters $NIO is positioned to eat its lunch. Why the All-New Li Auto L9 Is Doomed (and Massively Overpriced) Li Xiang just unveiled the ultimate Li Auto L9 Livis at RMB [------] ($80000) and framed it as the dawn of embodied intelligence a robot on wheels the future of driving itself. It sounds impressive. It is impressive. But its also commercially flawed. And thats where NIO quietly wins. [--]. RMB 560K for an EREV in [----] Thats"
X Link 2026-02-06T16:22Z [----] followers, [---] engagements
"@N2O2inc Roger that. Next back to [--] by March [--] would be a nice goal. Not sure they can do that as February is a very slow month and numbers will be poor for that month"
X Link 2026-02-07T01:06Z [----] followers, [--] engagements
"That advice is a common misconception. Setting a high limit $NIO sell order does not reliably prevent your shares from being lent out for shorting. Here is the clear explanation and what actually works. Why the limit sell order idea does not work Shares can still be lent while a limit order is open Most brokers (IBKR Fidelity Schwab etc.) explicitly state that placing a limit sell order does not remove shares from the securities lending pool. Street name ownership If your shares are held in street name (which is the default) the broker remains the legal owner and can lend them unless you opt"
X Link 2026-02-08T08:01Z [----] followers, [----] engagements
"$NIO did not lose money in the way critics imply. What the market labeled as losses were in reality deliberate long-cycle investments. NIO spent aggressively on: R&D for next-gen platforms software autonomous driving and in-house chips Battery as a Service (BaaS) including nationwide power-swap infrastructure that no competitor has replicated at scale Manufacturing capacity and supply chain localization to control margins long term Brand service and user ecosystem which is expensive upfront but creates pricing power later Those costs hit the income statement immediately while the returns"
X Link 2026-02-08T08:14Z [----] followers, [---] engagements
"http://x.com/i/article/2020746248534560768 http://x.com/i/article/2020746248534560768"
X Link 2026-02-09T06:30Z [----] followers, [----] engagements
"$nio #nio The US can't forever lock out China's low-cost and innovative vehicles @liamdenning says. Recently a number of signs point to something changing (via @opinion) https://t.co/IGQolT7IaD The US can't forever lock out China's low-cost and innovative vehicles @liamdenning says. Recently a number of signs point to something changing (via @opinion) https://t.co/IGQolT7IaD"
X Link 2026-02-09T15:51Z [----] followers, [----] engagements
"Snowball effect. Narrative is Important distinction people keep missing: A recall means physical repairs. An OTA update means a software push. #NIO had the latter not the former. This is a strength not a weakness. $NIO Some other Paniekzaaiers" translates to scaremongers or alarmists.": Shorts screamed $NIO Recall. Longs repeated it without thinking. Yes you know who you are . shame on you. Reality: ✔ Minor software issue ✔ Fixed instantly via OTA ✔ Zero disruption This wasnt bad news - it was proof of NIOs software-first platform. #NIO https://t.co/jXDLTSM2Ah Shorts screamed $NIO Recall."
X Link 2026-02-09T18:36Z [----] followers, [----] engagements
"@jimmytran192261 They don't. They have their own agenda and its not today"
X Link 2026-02-09T20:14Z [----] followers, [--] engagements
"$nio William Li reaffirms Nio's [----] annual profitability target in internal address William Li reiterated to employees the goal of achieving annual profitability in [----] following Nio's alert of its first quarterly profit in the fourth quarter of [----]. https://t.co/lZ98fx7XNb 👇 William Li reaffirms Nio's [----] annual profitability target in internal address William Li reiterated to employees the goal of achieving annual profitability in [----] following Nio's alert of its first quarterly profit in the fourth quarter of [----]. https://t.co/lZ98fx7XNb 👇"
X Link 2026-02-10T14:25Z [----] followers, [---] engagements
"$NIO Why Is HNIO So Hated by U.S. Institutions And Why Thats Exactly the Opportunity https://t.co/Lok3YlgsNc https://t.co/Lok3YlgsNc"
X Link 2026-02-09T06:34Z [----] followers, [----] engagements
"Hey #NIOCommunity $nio Anything worth doing is worth overdoing. Mick Jagger 🎸 If that quote applies to anything right now its supporting NIO. 👉 Post more. 👉 Share more. 👉 Engage more. Swap station pics delivery days road trips thoughts DD questions - it all matters. Momentum on X is built one post at a time. Post more about NIO . https://m.economictimes.com/magazines/panache/quote-of-the-day-by-rock-icon-mick-jagger-anything-worth-doing-is-worth-overdoing/amp_articleshow/128065763.cms"
X Link 2026-02-09T15:47Z [----] followers, [----] engagements
"Shorts screamed $NIO Recall. Longs repeated it without thinking. Yes you know who you are . shame on you. Reality: ✔ Minor software issue ✔ Fixed instantly via OTA ✔ Zero disruption This wasnt bad news - it was proof of NIOs software-first platform. #NIO"
X Link 2026-02-09T16:24Z [----] followers, [----] engagements
"$NIO #NIO $TSLA #Tesla #TSLA $LI #LiAuto #LI $XPEV #XPeng #XPEV $BYDDY #BYD $TM #Toyota $VWAGY #Volkswagen $F #Ford $GM #GM $RIVN #Rivian $LCID #Lucid $MBGYY #MercedesBenz $BMWYY #BMW $STLA #Stellantis https://t.co/bx1M8hhqaC https://t.co/bx1M8hhqaC"
X Link 2026-02-10T15:25Z [----] followers, [---] engagements
"The February [--] Strikes are even larger"
X Link 2026-02-10T23:24Z [----] followers, [----] engagements
"$NIO Strengthens European EV Leadership with Strategic #DHL Logistics Partnership NIO the global smart electric vehicle innovator is accelerating its European expansion with a new logistics partnership that lays the foundation for long-term growth exceptional customer service and a truly world-class user experience. On [--] February [----] NIO announced that it has selected DHL one of the worlds leading logistics providersto manage European aftermarket logistics for its electric vehicles. This collaboration marks a major step forward in NIOs European strategy reinforcing its commitment to"
X Link 2026-02-11T00:07Z [----] followers, [----] engagements
"From $Tesla discontinuing Model S and Model X the companies that likely benefit the most are those competing in the premium luxury EV flagship segment. Ranked by probable strategic gain: 🥇 [--]. $NIO (Arguably the biggest strategic winner). Why NIO benefits strongly - Direct segment overlap - ET7 competes with Model S - ES8 / EL8 compete with Model X - Luxury brand positioning #NIO has built its identity around: -- Premium EV ownership experience -- Battery swap infrastructure -- Concierge style services -- High end smart cabin tech Tesla stepping away from luxury halo vehicles removes one of"
X Link 2026-02-04T07:05Z [----] followers, [----] engagements
"Fair point Frans. Theres definitely significant options positioning and structured product activity around the $NIO $5 level. That can create short term pinning effects especially into expirations.But lets also be honest about something else. When large financial institutions are building positions they have every incentive to keep price suppressed while accumulating. Cheaper entries mean larger size with less slippage. That is not conspiracy that is market structure.Short term mechanics can include: Options max pain dynamics Delta hedging pressure Structured product flows Institutions"
X Link 2026-02-11T15:58Z [----] followers, [---] engagements
"Stel je voor dat de beurs een groot spel is. En NIO is een bal die omhoog of omlaag kan stuiteren. Wat zijn call opties Een call optie is eigenlijk een soort afspraak. Iemand zegt: Ik wil NIO kopen voor [--] dollar vr een bepaalde datum. Als de prijs boven die [--] dollar komt is dat fijn voor die persoon. Blijft de prijs eronder dan is die afspraak waardeloos. Wat doen de Market Makers Market Makers zijn een soort scheidsrechters in het spel. Zij zorgen dat iedereen altijd kan kopen en verkopen. Maar ze willen zelf geen geld verliezen. Dus als hl veel mensen wedden dat NIO boven [--] of [---] dollar"
X Link 2026-02-12T18:31Z [----] followers, [--] engagements
"$NIO As the the real story behind #NIO fourth quarter trading is about to come into focus. For months investors have watched volatility target revisions and shifting narratives around the stock. But quarterly filings do not rely on headlines. They reveal positioning. And positioning tells the truth. Investment managers with at least [---] million dollars in qualifying assets must disclose their holdings [--] days after quarter end. For Q4 [----] that deadline falls on . These filings will show: Which institutions increased exposure Who initiated new positions Changes in call option"
X Link 2026-02-13T15:57Z [----] followers, [----] engagements
"I read it a few times but get this Rivian will not exists [--] years from now because they cant compete in price and technology. Let them come to Europe and China no way Jose. $NIO #NIO Take ✍ $NIO delivered [------] cars market cap [--] Billion + Swap battery in [--] mins $RIVN delivered [-----] cars market cap [--] Billion - No chargers available Read that again. Take ✍ $NIO delivered [------] cars market cap [--] Billion + Swap battery in [--] mins $RIVN delivered [-----] cars market cap [--] Billion - No chargers available Read that again"
X Link 2026-02-13T21:08Z [----] followers, [----] engagements
"$NIO closed today with a strong gain finishing at $3.91 up over 6% on a massive spike in trading volume with more than [---] million shares exchanged. Thats more than double the stocks recent daily average and signals renewed institutional interest and potential momentum heading into the second half of the year. This surge in volume likely reflects growing confidence in NIOs aggressive rollout of its new #ONVO and #Firefly brands. June alone saw nearly [-----] deliveries with ONVO L60 and the new Firefly compact EV making up more than [-----] units combined. Both are ramping production quickly"
X Link 2025-07-11T20:33Z [----] followers, [----] engagements
"Deutsche Banks Upgrade to $9.60 Signals Growing Confidence in $NIO Momentum Deutsche Bank has just reaffirmed its confidence in NIO by lifting its price target for the companys Hong Konglisted shares to HK$75. At todays exchange rate that equals about US$9.60. This upgrade is more than a number it reflects mounting evidence that NIOs strategy is finally gaining traction. The newly launched ES8 SUV has already sparked strong preorders surpassing even the much-anticipated Onvo L90 in its opening hours. For a company often underestimated this surge in demand demonstrates both brand strength and"
X Link 2025-08-23T21:08Z [----] followers, [----] engagements
"$NIO Leads the Pack in Smart Driving Computing Power #NIO $XPEV $TSLA $LI When it comes to the future of cars its no longer just about horsepower - its about computing power. Smart driving requires chips that can process massive amounts of data every second to ensure safety autonomy and a smooth user experience. Heres the current computing power ranking of smart driving chips: NIO: [----] TOPS (the clear leader) XPENG: [---] TOPS Tesla: [---] TOPS (TOPS = Trillions of Operations Per Second the standard measure of AI computing power) This means NIO vehicles already have the strongest computing"
X Link 2025-09-12T03:08Z [----] followers, [----] engagements
"$NIO #NIO: The Hidden Profit Catalyst for [----] For years NIOs financials have looked weighed down compared to rivals like Li Auto and XPeng. Investors often point to gross margin gaps and net losses as signs that NIO is behind the curve. But peel back the accounting and a different picture emerges - one where NIOs conservative reporting is masking its true earning power. Why NIO Looks Weaker in [----] and before. Unlike peers NIO front-loads most future expenses. Warranty costs service obligations and battery swap commitments are all recognized at delivery. This makes near-term margins look"
X Link 2025-09-16T04:22Z [----] followers, [----] engagements
"Cant Fix Stupid - Shorts Rise as $NIO Sets New Delivery Records Theres a saying in the market: you cant fix stupid. And nothing illustrates that better than watching short interest climb right as NIO posts record-breaking delivery numbers. Lets get real - NIO just delivered [----] vehicles in the first week of October followed by [----] in the second week according to insurance registration data. Thats already [-----] vehicles in just two weeks and with three weeks left the company is well on track to smash through [-----] deliveries for the month - possibly even more. So why are shorts increasing"
X Link 2025-10-14T19:49Z [----] followers, 14.4K engagements
"$NIO [-----] NIO Groups weekly deliveries topped [-----] units last week. $NIO #ChinaEV Breakdown (official data): NIO: 4000+ ONVO: 5000+ (mainly L90 3500+) Firefly: 1500+ https://t.co/pC1njcdtOO NIO Groups weekly deliveries topped [-----] units last week. $NIO #ChinaEV Breakdown (official data): NIO: 4000+ ONVO: 5000+ (mainly L90 3500+) Firefly: 1500+ https://t.co/pC1njcdtOO"
X Link 2025-10-21T04:15Z [----] followers, 12.3K engagements
"@Grok From all chinese pure EV companies which one has the most potential to tripple PPS this year"
X Link 2026-02-01T06:30Z [----] followers, [----] engagements
"$NIO Sorry to let you down but $Tesla announced in January [----] that it will discontinue the Model S sedan and Model X SUV in the spring of [----] to focus on an autonomous AI-driven future. The company is reallocating production capacity from these luxury models to produce its Optimus humanoid robots signaling a strategic shift away from its earliest vehicle platforms. @ArthurShen Hey @elonmusk have you checked out $NIO's battery swap tech It totally solves the charging downtime and manual plugging issues for your autonomous fleet🤔 @ArthurShen Hey @elonmusk have you checked out $NIO's battery"
X Link 2026-02-04T05:25Z [----] followers, [----] engagements
"$NIO Stock Is Sliding - But the Market Is Missing the Real Story As #NIO share price continues to slide its becoming clear that investors and short-term traders are not fully buying into CEO William Lis Opex reduction narrative - at least not yet. The market wants instant proof not guidance. And that disconnect is exactly where the opportunity may be forming. Lets be clear on one thing first: the fundamentals are no longer deteriorating. -The Bleeding Has Stopped -NIO today is not the NIO of [--------]. -Sales and revenue are real and growing -Cash burn has meaningfully.toggle reduced -No new"
X Link 2026-02-04T16:28Z [----] followers, [----] engagements
"$NIO Amazing From -$780 loss to +$172 profit https://t.co/qjg4YRaBNr https://t.co/qjg4YRaBNr"
X Link 2026-02-05T16:10Z [----] followers, [----] engagements
"Alright lets cut through the hype fog and talk reality because $Li Autos all-new #L9 is being sold as a revolution but priced like a tech demo. And in the real market that matters $NIO is positioned to eat its lunch. Why the All-New Li Auto L9 Is Doomed (and Massively Overpriced) Li Xiang just unveiled the ultimate Li Auto L9 Livis at RMB [------] ($80000) and framed it as the dawn of embodied intelligence a robot on wheels the future of driving itself. It sounds impressive. It is impressive. But its also commercially flawed. And thats where NIO quietly wins. [--]. RMB 560K for an EREV in 2026"
X Link 2026-02-06T16:27Z [----] followers, [----] engagements
"$NIO #NIO $DHL https://www.dhl.com/nl-en/home/press/press-archive/2026/nio-selects-dhl-for-european-logistics-of-electric-vehicles.html 🧵 $NIO x DHL OFFICIAL PARTNERSHIP EUROPE IS BEING BUILT 🚀 👇 https://t.co/tqkUwDuDxM https://www.dhl.com/nl-en/home/press/press-archive/2026/nio-selects-dhl-for-european-logistics-of-electric-vehicles.html 🧵 $NIO x DHL OFFICIAL PARTNERSHIP EUROPE IS BEING BUILT 🚀 👇 https://t.co/tqkUwDuDxM"
X Link 2026-02-10T23:58Z [----] followers, [----] engagements
"When Goldman Sachs is buying $NIO you should at least be paying attention. They do not move lightly and they rarely position themselves without conviction. A 57% increase in Q4 is not random. That is strategic accumulation. While retail panics over price action the elephant in the room is quietly building a position. Institutions of that size think in years not days. Smart money does not chase hype. It accumulates during weakness. If Goldman Sachs is stepping in it tells you one thing clearly: The largest US Institution sees value at these levels. $NIO"
X Link 2026-02-11T16:02Z [----] followers, [---] engagements
"Goldman Sachs Group Inc. is one of the most powerful investment banks in the world. $NIO What They Do -Global investment banking -Institutional asset management -Market making and trading -Advising governments and Fortune [---] companies -Managing billions in hedge fund and pension capital They operate in New York London Hong Kong and every major financial center. Why Are They Considered The Biggest They are not the biggest asset manager overall. That title belongs to firms like BlackRock or Vanguard. But Goldman Sachs is considered one of the most influential institutions because: [--]. Balance"
X Link 2026-02-11T16:17Z [----] followers, [---] engagements
"$NIO More institution to come over the next few days"
X Link 2026-02-11T17:20Z [----] followers, [---] engagements
"I Wont Say I Told You So - But Smart Money Is Moving Into $NIO https://t.co/Y3MDbSUQVT https://t.co/Y3MDbSUQVT"
X Link 2026-02-11T20:59Z [----] followers, [----] engagements
"Hernan Vamos con calma pero con conviccin. Ms temprano que tarde $NIO va a explotar y no por casualidad sino por fundamentos: Crecimiento continuo en entregas Expansin agresiva de estaciones de intercambio de bateras Mejora en mrgenes Alianzas estratgicas en China y Europa Objetivo claro de rentabilidad anual en [----] El mercado puede manipular el precio en el corto plazo pero no puede manipular los resultados para siempre. Cuando los fundamentales se alinean el precio termina siguiendo. Paciencia. Conviccin. Visin a largo plazo. https://twitter.com/i/web/status/2021712768240693655"
X Link 2026-02-11T22:27Z [----] followers, [---] engagements
"$NIO Profit https://t.co/bx1M8hhqaC https://t.co/bx1M8hhqaC"
X Link 2026-02-12T01:04Z [----] followers, [----] engagements
"$NIO Q4 By the Numbers - Assumed Sales and EPS CAR Type Total Extrapolated Total Revenue Total NIO: [-----] vehicles $3.65B revenue Total ONVO: [-----] vehicles $1.37B revenue Total Firefly: [-----] vehicles $330M revenue Combined Q4 Automotive Revenue [------] vehicles $5.35B EPS Calculation Assumptions for all scenarios: Operating expenses: $780M Other income: $40M Shares outstanding: [---] billion 15% Gross Margin Total Revenue $5.35B 15% = $803M gross profit Operating income $803M $780M = $23M Net income $23M + $40M = $63M EPS $63M 2.4B = $0.026 per share 17% Gross Margin $5.35B 17% = $910M gross"
X Link 2026-01-01T19:58Z [----] followers, 30.7K engagements
"$nio to the USA"
X Link 2026-02-04T21:16Z [----] followers, [----] engagements
"Look at this $NIO Option chain closely. The $5 and $5.50 strikes are stacked with [-----] and [-----] open interest. That is [-----] call contracts sitting right there. Each contract controls [---] shares. That equals [-------] shares. At $5 per share that represents roughly $19.9 million worth of stock exposure sitting on that level. This is what the Market Maker is trying to protect. If NIO closes above $5 into Friday those calls go in the money and the pressure flips. Delta hedging accelerates. Gamma increases. They would need to buy more shares to stay neutral. That is why you often see price"
X Link 2026-02-10T20:50Z [----] followers, [----] engagements
"Goldman Sachs Boosts $NIO Stake 57% in Q4 Now Holding $71 Million as Smart Money Positions Ahead of 13F Deadline The recent drop in $NIO from $8 to $4 has shaken retail confidence. But while retail investors reacted emotionally institutions appear to have been accumulating aggressively behind the scenes. One of the clearest signals just emerged: Goldman Sachs increased its NIO position by 57% in Q4 bringing its total stake to approximately $71 million. Let that sink in. While headlines focused on price weakness a major global investment bank was increasing exposure. Why This Matters Large"
X Link 2026-02-11T15:19Z [----] followers, [----] engagements
"Now you see why $nio dropped from $8 to $4. Financial institutions are accumulating more shares off the backs of retail sellers. More updates are coming as the 13F deadline approaches. Goldman Sachs increases #NIO stake by 57% in Q4 now worth $71 million. Goldman Sachs Boosts $NIO Stake 57% in Q4 Now Holding $71 Million as Smart Money Positions Ahead of 13F Deadline The recent drop in $NIO from $8 to $4 has shaken retail confidence. But while retail investors reacted emotionally institutions appear to have been accumulating https://t.co/JCLFXXMGQQ Goldman Sachs Boosts $NIO Stake 57% in Q4 Now"
X Link 2026-02-11T15:24Z [----] followers, [----] engagements
"Not likely Mr Markus Their Puts worth 10m is used as an insurance to their shares worth 71m. They are net 62M Long $NIO #NIO Goldman Sachs bought [------] calls but they still own 2M puts. They simply can't put out a higher price target they are balls deep bears still. $NIO https://t.co/1yvW1KW1eI Goldman Sachs bought [------] calls but they still own 2M puts. They simply can't put out a higher price target they are balls deep bears still. $NIO https://t.co/1yvW1KW1eI"
X Link 2026-02-12T02:23Z [----] followers, [----] engagements
"When Does the Market Maker Let $NIO Run A Call Option Positioning Breakdown There is a clear pattern developing in NIOs options chain and it tells a story. If you look closely at the February expirations especially February [--] the open interest concentration is massive compared to the surrounding weeks. That is not random positioning. That is a battleground. Lets break it down. February [--] Expiration Calls stacked at: $5.00 [-----] contracts $5.50 [-----] contracts $6.00 [-----] contracts Respectable interest but nothing extreme. February [--] Expiration - The Wall This is where positioning explodes."
X Link 2026-02-12T16:53Z [----] followers, [----] engagements
"$NIO #NIO The top [--] institutions as of today. Maybe a handful more by monday but most filed already. It's going to be interesting the say the least. $NIO As the the real story behind #NIO fourth quarter trading is about to $NIO As the the real story behind #NIO fourth quarter trading is about to"
X Link 2026-02-13T20:03Z [----] followers, [----] engagements
"Same $NIO Institutions by sharecount $NIO As the the real story behind #NIO fourth quarter trading is about to $NIO As the the real story behind #NIO fourth quarter trading is about to"
X Link 2026-02-13T20:15Z [----] followers, [----] engagements
"A few institutions are not done loading Feb [--] Options are an obstacle No official Q4 Data Earnings (just a preview) [--] Quarter doesnt mean a whole year needs [--] or [--] quarters of profit to convince They have been burned by Nio before and the list go's on In other words the want confirmation https://twitter.com/i/web/status/2022416212739920000 https://twitter.com/i/web/status/2022416212739920000"
X Link 2026-02-13T21:02Z [----] followers, [---] engagements
"So the question becomes is $NIO still a retail only stock"
X Link 2026-02-13T21:04Z [----] followers, [---] engagements
"And you think it's the USA Only. $NIO vs $TSLA. [--] Cars both made in China exported to the EU. Politics stinks @NIOSwitzerland @jan_dekkers @unusual_whales It truly is disgusting. I'm leaving this corrupt country and never looking back here very soon. Well I might look back if they clean house. More and more americans are slowly waking up to corrupt state we are in. @NIOSwitzerland @jan_dekkers @unusual_whales It truly is disgusting. I'm leaving this corrupt country and never looking back here very soon. Well I might look back if they clean house. More and more americans are slowly waking up"
X Link 2026-02-13T21:20Z [----] followers, [----] engagements
"Most likely Rivian will merge and be sucked up by VW or Ford"
X Link 2026-02-13T21:25Z [----] followers, [---] engagements
"$NIO What Would Net Profit Look Like in Q4 With a $600M CapEx Spend Spoiler alert: $100M net profit for Q4 If NIO delivers [------] vehicles in Q4 at an average selling price of $35000 with an 18% gross margin the gross profit would be approximately $630 million. But gross profit is just the beginning. What happens when capital expenses come into playparticularly a $600 million investment in factories infrastructure or R&D Lets explore two scenarios. Scenario 1: CapEx Spread Over [--] Years Capital expenditures are typically amortized over several years. If NIO spreads its $600 million investment"
X Link 2025-07-20T19:23Z [----] followers, [----] engagements
"$NIO hit $5 today. This is where smart money steps in while the rest hesitate. Everyone wants #NIO at $50 when its trending when analysts are scrambling to raise targets and when the headlines catch up. But by then the move is over. The real opportunity is now not when the crowd shows up. Buy at $5. Sell to the $50 crowd later. Disclaimer: This post is for informational and opinion-sharing purposes only and does not constitute financial advice. Always do your own research before making investment decisions"
X Link 2025-07-22T16:03Z [----] followers, [----] engagements
"$NIO Is Vastly Undervalued The Market Is Sleeping on Multiple Catalysts While sentiment around Chinese equities remains fragile #NIO stands out as a misunderstood and deeply undervalued EV innovator with multiple catalysts lining up for a major re-rating. Catalysts include but are not limited to: Q4 [----] break-even or profitability expected driven by strong delivery volumes leaner operations and scale efficiencies. Over [----] battery swap stations offering unrivaled convenience and a network moat no other EV maker has matched. [-----] to [-----] deliveries per month in Q4 putting NIO on track for"
X Link 2025-07-22T19:02Z [----] followers, [----] engagements
"Every EV CEO Is Envying the $NIO #ONVO #L90 In a crowded electric vehicle market dominated by giants like $Tesla $BYD and #Volkswagen a new force has emerged and it's commanding everyone's attention: the ONVO L90 NIO's groundbreaking family SUV. From Shanghai to Silicon Valley whispers are turning into open admiration even envy as CEOs across the auto industry are forced to reckon with what may be the most well-rounded electric SUV ever produced. The ONVO L90: More Than Just a New Model ONVO is NIOs sub-brand aimed at families and the L90 is its debut model. It doesn't just tick boxes it"
X Link 2025-07-27T01:47Z [----] followers, [----] engagements
"$NIO #Onvo #L90 Sells Out in a few Hours: A Clear Win for NIOs Mass-Market Strategy This is new: Underpromise 7k - Overdeliver 10k In a powerful display of consumer demand and brand momentum NIOs sub-brand Onvo has sold out the first 10000-unit batch of its all-new L90 SUV in less than three hours. The rapid sellout signals a major win for NIO as it pushes into the mass-market EV segment. L90 Launch Sets the Pace The L90 was officially unveiled at a high-profile launch event in Hangzhou on July [--] [----]. Orders opened immediately after the event via Onvos digital channels. By the end of the"
X Link 2025-07-31T19:22Z [----] followers, [----] engagements
"Absolutely you dont see #Elon Musk or any other #EV CEO doing this. William Li isnt just the CEO of $NIO hes the face the driver and the heart of the brand. Whether its test-driving the L90 from Shanghai to Hangzhou or showing up in person at #NIO Houses to welcome new users hes hands-on and deeply engaged. This kind of leadership is rare it builds real trust and loyalty not just hype. #NIO $NIO #WilliamLi #ONVO #EVLeadership William Li is hustling - going from NIO house to NIO house to personally welcome as many people as he can into the NIO/ONVO family. #NIO $NIO https://t.co/8CQedD7VLi"
X Link 2025-08-01T22:34Z [----] followers, [----] engagements
"@5littlebass yesterday I did sit in one it's the best small ev car on the market and I love it. $nio #firefly When you step into the world of Firefly car computers you'll discover the car's "leapfrog intelligence" experience is: 👀Beautiful 👆Easy to use 🕹Fun 🚗Easy to drive Aster version 1.1.0 is now online Video 👉 https://t.co/4LYDDkaFH5 @NIOGlobal #Nio $Nio https://t.co/jdd201qQuw When you step into the world of Firefly car computers you'll discover the car's "leapfrog intelligence" experience is: 👀Beautiful 👆Easy to use 🕹Fun 🚗Easy to drive Aster version 1.1.0 is now online Video 👉"
X Link 2025-08-08T07:23Z [----] followers, 12.7K engagements
"$NIO Investor Outlook: #ES8 Pricing Sparks a Wave of Catalysts During a live address #NIO Group CEO Li Bin sent a clear signal to markets: the launch of the new ES8 is not just another product cycleits a turning point. He stressed that the price of the ES8 is crucial as it will influence NIOs profitability in Q4 of this year. Even more importantly he added that the ES8 will be appropriately priced and like the ONVO L90 will be a BIG SURPRISE. This statement unlocks several powerful catalysts that could reshape NIOs financial trajectory: [--]. ES8 Profit Catalyst The ES8 has always been NIOs"
X Link 2025-08-17T08:37Z [----] followers, [----] engagements
"$Nio #Onvo #L90 Smashes Expectations With [-----] Pre-Orders #NIO s sub-brand Onvo has taken the Chinese EV market by storm. The Onvo L90 has now racked up an astonishing [-----] pre-orders nationwide a figure that places it firmly in the super hit category. For a pure battery-electric vehicle (BEV) at this price point this level of demand is nothing short of extraordinary. A True Market Breakthrough The L90 isnt just another entry in the crowded mid-size SUV space its a statement. By blending NIOs proven technology with a more accessible brand strategy Onvo has struck a perfect balance of"
X Link 2025-08-17T18:56Z [----] followers, 17K engagements
"#China Market Rally Signals a Stronger Future for $NIO Chinas stock markets have just reached their highest level in a decade a surge powered by massive capital inflows and renewed investor confidence. For companies like #NIO this is more than just a bullish market headline it represents a critical turning point. Capital Flows and Growth Momentum Billions of yuan are pouring into equities as new mutual funds aggressively allocate to growth sectors. This wave of fresh money isnt just targeting traditional banks or energy its also looking at the new economy champions particularly electric"
X Link 2025-08-20T09:59Z [----] followers, [----] engagements
"$NIO Still a Steal at $5 This Should Be $55 #NIO Inc. ($NIO) continues to fly under the radar yet anyone paying attention knows this is a big freaking deal. While Morgan Stanley analyst Tim Hsiao maintains a Buy rating and nudges the price target slightly from $5.90 to $6.50 the reality is NIO is massively undervalued. For context Hsiaos TipRanks success rate is 43.4% with a total average return of just 0.3% over the past year hardly the ceiling for this company. Heres the truth: if NIO were valued with a Tesla-like PE ratio its stock shouldnt be trading at $5 it should be sitting around $55."
X Link 2025-08-20T19:59Z [----] followers, [----] engagements
"#NIO The Most Undervalued EV Company in the World When investors look at $NIO today most still see just another EV automaker from China. What theyre missing is that NIO is no longer simply a car company. It has evolved into a tech-driven mobility platform with multiple revenue streams game-changing infrastructure and a long list of catalysts. Heres a breakdown of NIOs products and catalysts and why the market is not pricing them in. [--]. Premium EV Lineup (NIO-branded SUVs & Sedans) NIO has a full premium EV lineup competing head-to-head with BMW Mercedes and Audi in China. Deliveries continue"
X Link 2025-08-21T14:28Z [----] followers, [----] engagements
"$NIO Breakout Could This Spark a Mega Short Squeeze NIO broke out today with strong momentum fueled by surging volume and renewed investor interest. The stock is seeing daily volume nearly double the average a clear sign that something bigger may be brewing under the surface. One of the strongest catalysts behind this move is the elevated short interest. Roughly 912% of the float is shorted representing close to [---] million shares. At current trading volumes it would take several days for shorts to fully cover their positions. That creates the perfect storm when buyers keep stepping in"
X Link 2025-08-21T16:12Z [----] followers, [----] engagements
"When #NIO Runs It Runs Fast and High If theres one thing seasoned investors in $NIO know its this: when NIO catches momentum it doesnt crawl it sprints. We saw it just a few years back when the stock rocketed toward $60 fueled by a perfect storm of deliveries investor sentiment and massive growth potential. That kind of explosive upside is still very much in play today. The latest spark NIOs new ES8 SUV has crushed expectations with pre-orders surpassing rival Onvos L90 in just the first hours after launch. This is a stunning surprise to the market and a direct signal that demand for NIOs"
X Link 2025-08-22T14:51Z [----] followers, [----] engagements
"$NIO Monster Move: 228M Volume Breakout Above $6 Whats Next Today #NIO exploded with [---] million shares traded a jaw-dropping surge that shows big money is circling again. With a decisive break over $6 the stock sent a clear message: momentum is shifting and the next leg higher could already be in play. But the real story Its not just about price action its about the wave of catalysts lining up. Product Powerhouse Onvo L90 The family-focused sub-brand is already seeing preorder demand that rivals the ES8. It opens a brand-new market segment for NIO expanding the customer base far beyond"
X Link 2025-08-22T21:16Z [----] followers, [----] engagements
"$NIO The Case for a Major Re-Rating on Profitability Investors often forget that the market rewards profitability with a sharp re-rating. #NIO one of the most innovative EV companies in China is still priced as if it will never achieve sustainable profits. Yet with its technology leadership in battery swapping the ES8/Onvo L90 success and its upcoming Shenji chipset the tide is shifting. Once profitability arrives Wall Street will be forced to reevalue NIO as a growth company again not just another automaker. Here are three realistic rerating scenarios: Scenario 1: Conservative Rerating NIO"
X Link 2025-08-23T17:18Z [----] followers, 17.3K engagements
"$NIO Q2 Earnings Call on September 2: Three Scenarios That Could Redefine the Story #NIO upcoming Q2 earnings call on September [--] will be less about the rear-view mirror and more about the road ahead. Investors will be listening closely to forward-looking statements on profitability deliveries and NIOs long-term vision. Here are three possible scenarios for how the call could unfold: Scenario 1: The Bullish Breakout NIO surprises to the upside with stronger-than-expected deliveries and narrower losses. Management raises forward guidance signals accelerating demand for the ES8 and Onvo L90 and"
X Link 2025-08-23T23:48Z [----] followers, [----] engagements
"$NIO The Pressure Cooker is Building With [--] million shares traded in just the first hour its clear that NIO is not lacking interest or demand. The stock is moving massive volume yet the price action feels like its being artificially capped. When you see this kind of turnover combined with limited upward movement it usually signals one thing: accumulation under pressure. Big money doesnt chase at retail levels they accumulate quietly absorbing shares while holding the price in a tight range. Thats exactly what looks to be happening with NIO right now. Whats different this time is the catalyst"
X Link 2025-08-25T14:26Z [----] followers, [----] engagements
"$NIO Heavy Volume Silent Accumulation #NIO s trading action is sending a powerful signal. With over [---] million shares changing hands today the stock is showing signs of deep institutional interest. Despite the enormous turnover NIO has held its ground suggesting strong accumulation beneath the surface. This type of price action is classic when high volume meets price stability it means large buyers are absorbing supply. The float is being transferred from weak hands to strong hands setting up for the next leg higher. The timing couldnt be more critical. NIO has multiple catalysts on deck: Q2"
X Link 2025-08-25T19:30Z [----] followers, [----] engagements
"$nio Revenue & Profit Estimate (Q4 Only. Back of a napkin $57 Millon. Deliveries: [------] vehicles Average Selling Price (ASP): $35285 Estimated Revenue: [------] $35285 $5.29 billion Gross Margin: 17.5% Gross Profit: $926 million Adjusted Operating Expenses: $869 million Operating Profit: $57 million This assumes cost savings higher efficiency and normal production margins. So for Q4 alone NIO could post a modest operating profit of $57 million which would be a milestone for the company. EPS Estimate (Q4) Shares Outstanding: [----] billion Estimated Q4 EPS: $57M 1.21B $0.047 per share So roughly"
X Link 2025-08-27T05:41Z [----] followers, [----] engagements
"#Q2 [----] Earnings Expectations for $NIO #NIO will report its Q2 [----] earnings before the U.S. market opens on Tuesday September [--] [----] . Analysts' Forecasts (Consensus) Earnings per Share (EPS): MarketBeat projects a loss of $0.30 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 $2.73 billion to $2.76 billion: TipRanks and AInvest: $2.73 billion . Seeking Alpha and AInvest: $2.76"
X Link 2025-08-30T02:09Z [----] followers, [----] engagements
"$TSLA $BYD $LI $XPev Cant Compete Against $NIO Anymore #NIO is Untouchable In the electric vehicle industry competition usually comes down to who can build cheaper batteries scale production faster and sell cars at a price point consumers can afford. But #NIO has rewritten the rules of the gam and in doing so theyve created a moat that no competitor can easily cross. The Battery Was Always the Bottleneck For every EV manufacturer the battery is the single most expensive component of the car. It dictates the cost limits production scaling and locks in long-term technology risks. Tesla BYD and"
X Link 2025-09-06T00:56Z [----] followers, 12K engagements
"$NIO The Market Doesnt Get It - But You Should Last week some people freaked out because #NIO dipped after earnings. But lets get real: NIO actually finished green on earnings day and the so-called crash was nothing more than noise. The bigger story NIO is on a rocket path and Wall Street is still sleeping at the wheel. Why NIO Is Winning The hype isnt random. The L90 is already proving itself a smash hit in China backed up by real insurance registration data. Add in the refreshed ES8 and youve got a product lineup thats turning heads and eating into the premium #EV segment. Then came"
X Link 2025-09-07T02:03Z [----] followers, [----] engagements
"$NIO EXTREMELY UNDERVALUED AT $6 The Perfect Storm of Catalysts Is Here At just $6 a share #NIO trades at levels that grossly undervalue its strategic positioning its technology moat and its upcoming growth catalysts. The current price fails to capture the once-in-a-decade opportunity forming in front of long-term investors. [--]. NIO Day [----] The Inflection Point NIO Day (Sept. [--] Hangzhou) isnt just a fanfare event its a global showcase of innovation and brand strength. NIO has historically used NIO Day to unveil flagship vehicles ecosystem breakthroughs and long-term strategic initiatives."
X Link 2025-09-08T15:42Z [----] followers, [----] engagements
"$XPEV Enjoy the Lead While You Can October Belongs to $NIO Last weeks insurance registration numbers in China created a little buzz: $XPEV [----] $NIO [----] $LI [----] #Xiaomi [----] Congrats to XPeng ( $XPEV ) for squeaking ahead. But lets be honest this is like winning the coin toss before a heavyweight title fight. Cute but the real punches start landing in October. Why XPengs Lead is Temporary XPengs lineup is basically G6 G9 and pray. Great cars but a narrow playbook. Meanwhile NIO has been quietly stacking the deck: NIO Premium Flagship SUVs and sedans like ES8 EC6 ET5. ONVO The L60 has"
X Link 2025-09-09T04:43Z [----] followers, [----] engagements
"$NIO: The Inflection Point Investors Have Been Waiting For ( $74 in [----] ) #NIO has been through the valley of doubt but the numbers now line up for what could be one of the most dramatic turnarounds in the #EV industry. Q4 Setup [------] Cars Mostly Premium Management has guided toward an aggressive ramp and the math paints a bullish picture: [------] vehicles expected in Q4. Mix: 70% ES8 (flagship SUV) + ONVO L90 (blockbuster family SUV) 30% other models. Using realistic average selling prices ($70k ES8 $50k L90 $35k others) thats $7.9B revenue in one quarter. At NIOs improving 18% gross margin"
X Link 2025-09-10T03:03Z [----] followers, 17.3K engagements
"$NIO Q4 Profit Scenarios: Valuation Reset Signals Potential Breakout Ahead #NIO has been through the valley of doubt but the numbers now align for what could be one of the most dramatic turnarounds in the EV industry. Q4 Setup [------] Cars Mostly Premium Management has guided toward an aggressive ramp and the math is bullish. NIO is targeting [------] vehicles in Q4 with roughly 70% being the premium ES8 flagship SUV and the ONVO L90 family SUV and 30% made up of other models. Using realistic average selling prices ($70000 for the ES8 $50000 for the L90 and $35000 for the rest) that equates to"
X Link 2025-09-12T15:54Z [----] followers, 10.6K engagements
"Why $NIO May Be Your Best EV Bet: Case for a $55 Share Price The recent announcement by eight Chinese government departments of the Work Plan for Steady Growth of the Automobile Industry (2025-2026) has huge implications not just for Chinese OEMs broadly but especially for companies like #NIO Inc. Heres how all this plays into NIOs favor - and why the current share price looks deeply undervalued with a plausible long-term target near $55 per share. [--]. Strong Tailwinds from Policy The plan aims for [----] million vehicle sales in China for [----] a 3% YoY increase with new-energy vehicles (NEVs)"
X Link 2025-09-13T19:33Z [----] followers, 14.7K engagements
"NIO: Why $55 Is Justified in the Near Future And Why $100 Isnt Crazy for [----] $NIO boards are full of $100 soon posts. Many lack reasoning but the idea isnt completely unrealistic. I dont land on $100 yet - but I can justify $55 in the near-term with a pathway to triple digits later. [--]. Deliveries Are Ramping Fast NIO is no longer a niche EV maker. Quarterly deliveries are targeting 150k+ units with monthly shipments surpassing 30k. Scale efficiency is kicking in: each car contributes more to margins as R&D and infrastructure costs are spread across more units. [--]. Battery-as-a-Service (BaaS)"
X Link 2025-09-16T04:55Z [----] followers, [----] engagements
"$NIO #ES8 Preorder Momentum and the Power of the F3 Factory Unconfirmed Industry chatter in China is pointing to something remarkable: on average each #NIO store has racked up around [---] ES8 preorders. With more than [---] NIO stores nationwide thats close to [------] potential ES8 orders. If just 75% of these preorders translate into real deliveries NIO could be looking at over [------] ES8 sales an unprecedented figure for a premium SUV in the EV market. That kind of demand would not only boost NIOs top line but also showcase how its ecosystem strategy continues to gain traction. At the same time"
X Link 2025-09-17T03:58Z [----] followers, [----] engagements
"$NIO Signals Confidence: Battery Swap Ads Hit TV and YouTube for the First Time #NIO has just taken a major step forward in brand positioning and customer outreach. For the first time ever the company is actively advertising its battery swap technology on mainstream TV and YouTube platforms. This bold move signals more than just marketing - its a declaration of confidence. For years NIOs battery swap network has been its defining differentiator in the EV landscape. While competitors remain dependent on traditional charging NIO has built out a 5th-generation battery swap system capable of"
X Link 2025-09-18T16:48Z [----] followers, [----] engagements
"$NIO Singapore and Hong Kong on the run"
X Link 2025-09-19T03:06Z [----] followers, [----] engagements
"$NIO #NIO Inc.: On Track for $55 Bull Base and Bear Cases NIO has positioned itself as a leading player in Chinas EV market and its management has laid out clear targets for profitability in [----]. With new models expanding battery swap infrastructure and strong EV adoption trends the stock has potential to rerate toward a tech-like valuation. Heres a forward-looking assessment based on CEO guidance expected financial performance and market dynamics. Bull Case: Rapid Growth and Tech Re-Rating Profitability in 2026: CEO William Li has publicly stated that NIO aims to achieve full-year"
X Link 2025-09-21T18:59Z [----] followers, [----] engagements
"$nio the run-up has begun in overnight trading @$7.67"
X Link 2025-09-22T00:56Z [----] followers, [----] engagements
"Deutsche Bank Boosts Confidence in $NIO with HK$82 Price Target US$10.50 #NIO has once again earned a vote of confidence from Wall Street. In its latest research note Deutsche Bank reiterated a Buy rating on NIO and raised its H-share price target from HK$75 to HK$82 which translates to about US$10.50 per share. Key Drivers Behind the Upgrade Strong ES8 Momentum Deutsche Bank projects [-----] ES8 units per month in the short term supported by competitive pricing and robust order backlogs. Even with normalization to [----] units per month later in the cycle the ES8s launch is proving stronger than"
X Link 2025-09-23T13:24Z [----] followers, [----] engagements
"$NIO #Firefly Brand Accelerates Toward [------] Customers NIOs Firefly brand is proving to be one of the fastest-growing entrants in Chinas EV market delivering a clear signal that consumer demand for affordable high-quality smart EVs is stronger than ever. Sales Momentum Shanghai alone now accounts for 10% of all Firefly sales cementing the city as a key urban stronghold for the brand. Firefly is about to celebrate its 20000th delivery a major milestone achieved in record time. The speed of adoption is accelerating: From launch to [-----] units took [--] days. From [-----] to [-----] units has taken"
X Link 2025-09-27T01:21Z [----] followers, [----] engagements
"Shanghai Announces 30k New Car Subsidy for October Huge Boost for $NIO Rain clears skies brighten and so does the EV market outlook Shanghai has just rolled out a surprise [-----] new car subsidy for October and the timing couldnt be better for #NIO #Onvo and #Firefly. This fresh incentive will directly support sales in one of Chinas most critical auto hubs driving demand exactly when Q4 deliveries are expected to surge. Importantly this subsidy doesnt require scrapping old cars and can be stacked with national-level incentives making it one of the most flexible and attractive policies weve"
X Link 2025-09-28T23:51Z [----] followers, [----] engagements
"Why $NIO #NIO could be $55 in [----] - Base Bull and Bear cases Short answer up-front: with 150k deliveries in Q4 and 600k deliveries in [----] NIO hitting a $55 share price is plausible if management executes on margin expansion (vehicle gross margins 1620%) keeps dilution in check (shares outstanding 2.22.5B) and the market awards a premium growth multiple as the company becomes consistently profitable and demonstrates strong cash-flow optionality from services (BaaS swaps software). Below I walk through the facts the math primary catalysts and risks - then give a clean Base / Bull / Bear"
X Link 2025-10-01T19:44Z [----] followers, [----] 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 2025-10-04T16:06Z [----] followers, 30.4K engagements
"Why This Matters for $NIO [--]. Validation of Technology NIOs self-developed NAD (NIO Autonomous Driving) system has passed regulatory scrutiny marking a significant milestone in Chinas stringent regulatory environment for autonomous driving. [--]. Government Endorsement Being selected in the first L3 pilot list is more than a technical nodits a policy-level endorsement. This strengthens NIOs positioning as a national leader in smart EV technology. [--]. Hardware Superiority The technical comparison chart highlights a major edge: Most rivals (Changan Seres Avatr BYD) rely on Huawei ADS [---] with 400"
X Link 2025-10-04T16:19Z [----] followers, 13.1K engagements
"$NIO - Chinas direct investment in the United States has collapsed from its $57 billion peak in [----] to just $2.1 billion in the first half of [----]. 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 $1 trillion investment package to the Trump administration in exchange for easing restrictions and tariffs. If realized this would represent a reversal of a decade-long freeze in capital flowsand it could be very positive for companies"
X Link 2025-10-05T17:14Z [----] followers, [----] engagements
"$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 [----] and deliveries approaching record highs the company appears ready to transition from an ambitious disruptor into a profitable global player. [--]. Profitability in Sight NIO has spent the last two years optimizing its operations and reducing costs while steadily growing"
X Link 2025-10-06T15:34Z [----] followers, 10.3K engagements
"In a decisive step toward full-stack autonomy $NIO has launched Anhui Shenji Technology Co. Ltd. an independent chip design company founded in [----] 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 [----] and the"
X Link 2025-10-07T15:40Z [----] followers, [----] 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 [-----] deliveries"
X Link 2025-10-08T05:01Z [----] followers, 13.4K engagements
"For years $NIO has been one of the most misunderstood companies in the global EV landscape. Despite industry-first innovations advanced technology and a rapidly expanding energy ecosystem many analysts and institutions continue to view #NIO solely through the lens of current financials instead of long-term potential. The problem is that Wall Streets traditional valuation models were built for legacy automakers not for a company like NIO that is building an entire ecosystem around energy software and AI-driven mobility. Battery swap networks Battery-as-a-Service (BaaS) autonomous driving and"
X Link 2025-10-08T15:28Z [----] followers, [----] engagements
"$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 [---] % 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 2025-10-12T16:09Z [----] followers, 18.6K engagements
"IS $NIO COMMING TO NORTH AMERICA #NIO $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 [---] % tariff on Chinese electric vehicles (EVs) pointing to recent signals from Beijing that China would $NIO Canadas EV Tariff: Time to End the Double-Standard In a welcome development Premier Wab Kinew of Manitoba has called on Canadas federal government to drop its [---] % tariff on Chinese electric vehicles (EVs) pointing to recent signals from Beijing that China would"
X Link 2025-10-12T21:25Z [----] followers, 24.4K engagements
"$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 2025-10-13T15:57Z [----] followers, [----] 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 [----] units"
X Link 2025-10-15T05:53Z [----] followers, [----] engagements
"Stupid is what stupid does. Again $NIO is slipping in overnight trading and again many will panic and bail. Thats exactly when smart money leans in. Selling now just as NIO is entering its strongest demand cycle yet is downright foolish. Heres what the numbers and on-the-ground reports tell us: this dip may be one of the best entry points youll see. Demand Signals: Deliveries Backlog & Retail Activity Delivery Numbers: Records Broken In September [----] NIO delivered [-----] vehicles a new monthly record up 64.1% year-over-year. Breakdown by brand: [-----] units from the NIO (premium) brand 15246"
X Link 2025-10-17T05:15Z [----] followers, [----] engagements
"$NIO Tops [----] NEV Once again #NIO proves why its the benchmark for trust and loyalty in Chinas fast-growing EV sector. According to ThinkerCars [----] NEV Brands Word-of-Mouth Index (NPS Ranking) NIO ranks #1 with an impressive score of [----] well above the industry average of [----]. This result underscores what owners and long-term investors already know - NIOs strength lies in its experience innovation and community. With a premium ownership ecosystem centered around battery swapping service excellence and customer engagement NIO continues to dominate in user satisfaction and advocacy. On the"
X Link 2025-10-17T18:35Z [----] followers, [----] engagements
"$NIO The Q4 Perfect Storm - Record Deliveries Profitability and Powerful Catalysts Ahead #NIO is entering Q4 [----] with unstoppable momentum - and for the first time in years everything is lining up perfectly: record-breaking deliveries the long-awaited return to profitability and multiple catalysts that could define its next growth cycle. Q4 Record Deliveries After a strong September finish NIO is positioned for a historic quarter. The Onvo sub-brand continues to gain traction with the L60 and L90 models ramping faster than expected both targeting key segments of Tesla and XPeng. Firefly NIOs"
X Link 2025-10-21T17:52Z [----] followers, [----] engagements
"What Company Can Give You Between 20% and 350% Return by Mid-2026 There are no guarantees in the stock market but few companies present a risk-reward profile as compelling as $NIO At just under $7 a share #NIO sits at levels that dramatically understate its potential if execution aligns with its expanding ecosystem - from vehicle innovation and premium models like the ES8 to mass-market expansion through Onvos L90 and L60. Combined with its growing network of battery-swap stations and Battery-as-a-Service (BaaS) model NIO is positioned for one of the strongest rebounds in the EV sector. Why"
X Link 2025-10-23T00:05Z [----] followers, [----] engagements
"#JPMorgan Clears $NIO of Accounting Fraud Allegations: Confidence Restored in China's Premium EV Pioneer SHANGHAI - In a major vindication for #NIO Inc. JP Morgan has officially given the company a clean bill of health following a detailed review into allegations of accounting manipulation. The investigation found no evidence of inflated sales figures confirming that NIOs accounting policies fully comply with all relevant regulations. The allegations initially raised by Singapores sovereign wealth fund GIC accused NIO of artificially inflating revenue through its Battery-as-a-Service (BaaS)"
X Link 2025-10-24T03:05Z [----] followers, [----] engagements
"Confirmed: $NIO Enters Robotics Without the $1 Trillion Ego While one billionaire is busy trying to convince his board hes worth a $1 trillion pay package #NIO is quietly doing what $Tesla only talks about - executing. This week NIO confirmed its entry into robotics expanding its innovation footprint beyond EVs and energy into intelligent automation. No hype no Mars-level promises - just progress. Meanwhile in Texas #Elon #Musk is reportedly negotiating what would be the largest CEO compensation deal in history - a plan that could hand him over [---] million Tesla shares if he somehow turns the"
X Link 2025-10-27T04:13Z [----] followers, 16.2K engagements
"$NIO Q3 [----] Results Estimate: Record Revenue Rising Deliveries and a Clear Path to Profitability Chinese electric vehicle innovator NIO Inc. is set to deliver another milestone quarter in Q3 [----] - with record revenue sharply higher deliveries and continued progress toward profitability. Despite operating in one of the worlds most competitive EV markets NIO continues to strengthen its position through advanced technology disciplined execution and unmatched customer experience. Revenue and Delivery Momentum For Q3 [----] NIO guided revenue between $3.05 billion and $3.19 billion driven by"
X Link 2025-10-29T01:19Z [----] followers, [----] engagements
"$NIO Ledao Auto Smashes Another Record - [------] Deliveries in Lightning Speed Just [--] days after celebrating its 100000th vehicle #NIO Ledao Auto has already crossed the 110000-unit milestone marking one of the fastest scaling events in Chinas new energy vehicle (NEV) industry. This stunning acceleration reflects not only NIOs strong brand momentum but also its strategic expansion in production capacity throughout November. Factories running at higher efficiency and logistics optimization have significantly reduced delivery times - a critical factor in meeting surging demand. Why It Matters"
X Link 2025-11-01T02:35Z [----] followers, [----] engagements
"$TSLA $F $GM $TM $HMC $STLA $RACE #VOW3 $BMWYY $MBGYY $BYDDY $NIO $LI $XPEV $LCID $RIVN $VFS $PSNY $NKLA $FFIE $ZK $KNDI $REVG $FSR $GOEV $SOLO $ARVL $MULN $CENN $CJET $GELYF $TATAMOTORS $MZDAY $SUZUKI $HYMTF $KIA $PEUGF $NSANY $MITSY $MAKSF $HINOY $ISUZY $DAI $FCAU $VWAGY $TTM $PUGOY $RNOFY $SSUMY $SAGVF Why Choose $NIO Over a Plug-Dependent EV The Smarter Longer-Lasting Future of Driving Electric vehicles are the future - but not all EVs are created equal. For most carmakers electric still means being tied to a charging cable waiting around and dealing with all the https://t.co/paCEdHEPxr"
X Link 2025-11-01T16:03Z [----] followers, [----] engagements
"$NIO The Premium EV Brand Winning Where It Counts Most NIO leads the category in revenue even without leading in delivery volume. That is the strength of a premium brand. Many people compare EV manufacturers by monthly units delivered. But unit volume alone does not determine which company is truly winning. When we shift the lens from deliveries to revenue the outcome changes dramatically - and #NIO stands out as the clear leader among Chinas new-generation EV brands. The Advantage of Premium Pricing NIO operates in the premium segment with an average selling price of roughly $42000 to $63000"
X Link 2025-11-02T22:58Z [----] followers, 22.8K engagements
"$NIO Just Secured a Major Win - And Wall Street Isnt Paying Attention Yet #NIO has just strengthened one of its most powerful competitive advantages - and it didnt come from car sales flashy marketing or software headlines. It came from the heart of its energy ecosystem: the battery asset management business that makes Battery-as-a-Service (BaaS) possible. NIOs battery asset manager has secured [---] million ($92M USD) in Series C funding a round backed not only by its founding shareholders but also by two new state-owned capital investors. Thats not smart money - thats strategic national"
X Link 2025-11-03T07:10Z [----] followers, [----] engagements
"Why $NIO Is Emerging as the Clear Long-Term Winner in Chinas EV Market For years Chinas EV narrative has focused on three names: #NIO $Li Auto and $Xpev. But the latest data shows a decisive shift underway. NIO is entering the payoff phase of its long-term strategy while #Li Auto and #Xpeng are losing momentum and strategic clarity. After a multi-year investment cycle in infrastructure technology vertical integration and brand NIO is now showing the early signs of operating leverage sustainable growth and expanding market share that the market has been slow to recognize. Here is why NIO is"
X Link 2025-11-03T17:05Z [----] followers, [----] engagements
"Chinas New EV Battery Health Check Changes Everything - And $NIO Is Now Perfectly Positioned to Win A major regulatory shift hit Chinas EV market and its about to reshape how consumers value electric cars. China has now pointed to EV battery health checks for all second-hand EV sales. This means that when an EV is sold or ownership is transferred the batterys State of Health (SOH) should be tested certified and disclosed to the buyer. This is a turning point - because the moment battery health becomes a regulated metric the traditional own the battery model starts to collapse. Why This Is So"
X Link 2025-11-04T15:52Z [----] followers, [----] engagements
"The $NIO Rise: While Others Fell NIO Turned October Green Teslas China-made sales fell to [-----] units in October a massive month-on-month drop of 32.3% the sharpest decline in almost two years. Year-on-year Tesla was also down - a sign that the pressure in China is no longer temporary noise but a structural challenge. At the same time several Chinese players lost momentum. Li Auto saw a sharp decline and BYD slipped year-on-year as heavy competition and relentless price cuts began to take their toll. The easy growth phase for the big volume players is clearly over. And then theres NIO - the"
X Link 2025-11-05T02:54Z [----] followers, [----] engagements
"It's time Wall Street wakes up. $Nio is not a China only play. $NIO Group FIREFLY model coming soon to [--] European countries NIO CEO William Li: "The FIREFLY brand will be established in [--] European countries by [----] and the ONVO brand by [----]. Canada and Southeast Asia are also on the way." https://t.co/kHwzeImJRE $NIO Group FIREFLY model coming soon to [--] European countries NIO CEO William Li: "The FIREFLY brand will be established in [--] European countries by [----] and the ONVO brand by [----]. Canada and Southeast Asia are also on the way." https://t.co/kHwzeImJRE"
X Link 2025-11-07T15:49Z [----] followers, [----] engagements
"$nio almost 13k amazing. $NIO Group last week 13K [----] NIo [----] Onvo [----] Firefly $NIO Group last week 13K [----] NIo [----] Onvo [----] Firefly"
X Link 2025-11-11T06:41Z [----] followers, [----] engagements
"$NIO [----] Price Targets: Why [--------] May Be the Start of #NIO Supercycle After years of heavy investment expanding infrastructure and launching new brands NIO is finally positioned to enter its most profitable era. With Q4 [----] expected to deliver 150000+ vehicles and blended gross margins rising toward 18% NIOs path to real profitability in [----] has never been clearer. NIOs transformation is now in full motion: -Premium NIO brand anchoring ASP and margins -ONVO driving the mid-range high-volume segment -Firefly entering the ultra-affordable city car market -Gen-5 battery swap network"
X Link 2025-11-15T23:14Z [----] followers, 18K engagements
"$NIO [----] Breakout: The AI-Chip Reality the U.S. Market Is Completely Missing For years U.S. investors have lived under a myth: that Tesla and Nvidia sit alone atop the AI-hardware mountain untouchable and decades ahead of China. That narrative is about to implode - and #NIO is positioned to benefit more than any other Chinese automaker. Because while the U.S. market hypes slides tweets and promises China - and especially NIO - is already delivering the technology Americans believe wont exist until [----] or later. This is the great perceptionreality split and [----] may be the year everything"
X Link 2025-11-16T21:02Z [----] followers, [----] engagements
"$NIO Poised for Rebound: Deutsche Bank Upgrade Sparks Momentum Across Markets NIO Inc. / NIO) is showing signs of renewed strength as the EV maker captures investor attention on both sides of the Pacific. Deutsche Banks recent move to raise its price target on NIOs Hong Kong shares to HK$75 roughly $9.60 in U.S. terms underscores growing confidence in the companys nearterm momentum. With NIO currently trading in the mid$6 range for its U.S. ADRs the upgrade signals that analysts see tangible upside ahead. This confidence is rooted in the companys accelerating sales trajectory and exciting new"
X Link 2025-08-25T01:05Z [----] followers, [---] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing