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[@jan_dekkers](/creator/twitter/jan_dekkers)
"$nio Chinese EV companies using $NVIDIA chips $Li Auto currently uses dual NVIDIA DRIVE #Orin chips for its AD Max system and is planning to adopt DRIVE Thor for future vehicles. Great Wall Motor ( $GWM ) uses DRIVE Orin for its Coffee Pilot intelligent driving system and has announced further adoption of NVIDIA DRIVE for automated driving. $Zeekr (part of $Geely ) already using DRIVE Orin and also planning to adopt DRIVE Thor in next-generation models. $Xiaomi EV (SU7 sedan and others) the SU7 sedan uses dual NVIDIA DRIVE Orin chips and Xiaomi is among the automakers expected to use DRIVE"  
[X Link](https://x.com/jan_dekkers/status/1968393761815457849) [@jan_dekkers](/creator/x/jan_dekkers) 2025-09-17T19:16Z 1678 followers, 5414 engagements


"$NIO Surges Ahead in Hefei - A Testament to Chinas EV Leadership and Local Economic Strength In yet another milestone for Chinas premium EV champion #NIO has officially requested municipal coordination to help expand labor resources in Hefei underscoring one clear fact: demand is booming faster than production can keep up. Since establishing its headquarters in Hefei NIO has become a cornerstone of Chinas advanced electric vehicle ecosystem developing core capabilities in R&D manufacturing sales and key component production. With robust support from provincial and local authorities NIO"  
[X Link](https://x.com/jan_dekkers/status/1978831011149492451) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-16T14:30Z 1678 followers, 4877 engagements


"If $nio can deliver the l80 and l90 within hours or a few days then we will steal $xiaomi clients"  
[X Link](https://x.com/jan_dekkers/status/1938410978657636481) [@jan_dekkers](/creator/x/jan_dekkers) 2025-06-27T01:36Z 1674 followers, 4127 engagements


"Why Shorting $NIO Makes No Sense I get it - some traders and institutions automatically short any Chinese company that trades on a U.S. exchange. They assume China = risk. But shorting #NIO based on that logic is not just lazy its misguided. Heres why. First NIO doesnt even do business in the U.S. Theres no American revenue no U.S. market exposure and no dependency on American consumers or regulators. The companys sales production and strategic focus are entirely within China and expanding globally - in Europe the Middle East and soon other regions through partnerships like CYVN (Abu Dhabi)"  
[X Link](https://x.com/jan_dekkers/status/1976828528164581619) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-11T01:53Z 1675 followers, 1991 engagements


"Shorting $NIO Youre Missing the Bigger Picture Lets be honest - a lot of traders hit the short button the moment they see a Chinese ticker. Its reflex not research. But when it comes to #NIO that mindset completely misses the point. NIO doesnt even sell cars in the U.S. Its not reliant on American consumers not exposed to tariffs and not tangled in Washingtons trade politics. Its strength lies in China Europe and the Middle East where partnerships like CYVN (Abu Dhabi) and McLaren Group are fueling expansion and technology licensing. And heres where it gets interesting - Q4 2025 could change"  
[X Link](https://x.com/jan_dekkers/status/1976832386605396283) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-11T02:09Z 1675 followers, 4092 engagements


"Those numbers are very bullish for $NIO - especially considering the Vehicle Administration Office was open for only two days during that week. Despite the shortened reporting window NIO still managed 6.4K registrations with Onvo contributing 3.3K and Firefly another 1K - showing strong multi-brand traction even under limited operational days. That means NIO bested $Tesla and many other EV manufacturer in China during this same period - despite the holiday slowdown. While others lost momentum NIOs lineup continued to perform across segments proving that its brand strategy and user loyalty are"  
[X Link](https://x.com/jan_dekkers/status/1977082284634522073) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-11T18:42Z 1674 followers, 1761 engagements


"Ignore the Noise: Focus on $NIO Future Lately theres been a lot of chatter on X and YouTube about NIO price targets #NIO XXX or NIO XX - with endless videos threads and hot takes debating what the stock should or shouldnt do. But heres the reality: none of that matters if you understand what really drives a companys value. NIO is not defined by social media hype or by analysts scrambling to assign arbitrary numbers. What matters is the companys trajectory: profitable years ahead innovative products and sustainable growth. Short-term opinions are just noise. Every time someone posts a bullish"  
[X Link](https://x.com/jan_dekkers/status/1977109586869133643) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-11T20:30Z 1674 followers, 3833 engagements


"$NIO - The XXX% tariff threat is a much bigger deal for the U.S. than for China. Even if Chinas exports to the U.S. were to drop by XX% the overall impact would be minimal. In 2024 Chinas total exports of goods and services reached US $XXXX trillion while U.S. imports from China totaled only US $XXXXX billion - barely a fraction of Chinas global trade. For China losing part of that small share is manageable. For the U.S. however the consequences are far more serious: higher consumer prices supply chain disruptions and reduced competitiveness. In short tariffs hurt America more than they hurt"  
[X Link](https://x.com/jan_dekkers/status/1977182102308503795) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-12T01:18Z 1674 followers, 4082 engagements


"$NIO October Momentum Is Already Turning Heads NIO started October with a surge - 6400 vehicle insurance registrations in just the first few days of the month. To put that into perspective if this pace continues it could translate into well over 50000 deliveries for October alone - a record-breaking month for the company. Even accounting for potential slowdowns mid-month a conservative projection still points to 4000050000 units far surpassing NIOs previous highs. Thats massive growth momentum driven by its expanding lineup - including Onvo and Firefly both of which are quickly gaining"  
[X Link](https://x.com/jan_dekkers/status/1977185941812134341) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-12T01:33Z 1676 followers, 3888 engagements


"Cant Fix Stupid - Shorts Rise as $NIO Sets New Delivery Records Theres a saying in the market: you cant fix stupid. And nothing illustrates that better than watching short interest climb right as NIO posts record-breaking delivery numbers. Lets get real - NIO just delivered 6400 vehicles in the first week of October followed by 7300 in the second week according to insurance registration data. Thats already 13700 vehicles in just two weeks and with three weeks left the company is well on track to smash through 40000 deliveries for the month - possibly even more. So why are shorts increasing"  
[X Link](https://x.com/jan_dekkers/status/1978186486014222790) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-14T19:49Z 1677 followers, 14.2K engagements


"@SZ_Investing In that case $NIO might achieve their goal: - 15K Onvo L90 - 5K Onvo L60 - 10K Firefly - 10K ES8 - 3K Other ----------------- = 43K Total Deliveries (October)"  
[X Link](https://x.com/jan_dekkers/status/1979682469285880220) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-18T22:54Z 1674 followers, XXX engagements


"Absolutely agree 💯 - its wild how the market still undervalues $NIO despite the clear product strength and brand momentum. The new ES8 isnt just another premium SUV - its a true flagship in its class purpose-built for users who want space performance and tech refinement all in one. The attention its getting from both users and competitors speaks volumes. Once Factory X is fully ramped with three shifts its hard to imagine anything stopping the ES8 from taking the crown above 300000 - especially as Onvo L90 and Firefly feed even more traffic into NIO showrooms. Yet the stock still trades like"  
[X Link](https://x.com/jan_dekkers/status/1979751477481709794) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-19T03:28Z 1675 followers, XXX engagements


"Seems $nio is in the cooking oil business"  
[X Link](https://x.com/jan_dekkers/status/1978227692341522537) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-14T22:33Z 1677 followers, 9539 engagements


"$NIO Tops 2025 NEV Once again #NIO proves why its the benchmark for trust and loyalty in Chinas fast-growing EV sector. According to ThinkerCars 2025 NEV Brands Word-of-Mouth Index (NPS Ranking) NIO ranks #1 with an impressive score of XXXX well above the industry average of XXXX. 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) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-17T18:35Z 1677 followers, 3168 engagements


"$nio China is booming"  
[X Link](https://x.com/jan_dekkers/status/1977728649974399274) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-13T13:30Z 1677 followers, 2461 engagements


"$NIO Canadas EV Tariff: Time to End the Double-Standard In a welcome development Premier Wab Kinew of Manitoba has called on Canadas federal government to drop its XXX % tariff on Chinese electric vehicles (EVs) pointing to recent signals from Beijing that China would reciprocate by lifting retaliatory tariffs on key Canadian agricultural exports. This appeal is not only timely - it presents a strategic win-win for both Canada and proponents of Chinas EV industry particularly companies like NIO which stand to benefit from renewed access to Canadian markets. Why the Tariff Should Go Tariff is"  
[X Link](https://x.com/jan_dekkers/status/1977406366185865621) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-12T16:09Z 1678 followers, 17K engagements


"$NIO The Smart Money May Have Just Played The Panic Perfectly Some investors think Singapores $GIC looked foolish - but if they shorted #NIO with heavy put positions and cashed out early this morning they might have just pulled off one of the smartest trades of the quarter. Earlier reports surfaced that Singapores Government Investment Corporation (GIC) had filed a lawsuit in the U.S. District Court for the Southern District of New York against NIO and executives William Li and Feng Wei. The suit alleges securities fraud tied to round-trip transactions with Wuhan Weineng Battery Asset Co."  
[X Link](https://x.com/jan_dekkers/status/1978988419419357215) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-17T00:56Z 1678 followers, 1831 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 2025 NIO delivered 34749 vehicles a new monthly record up XXXX% year-over-year. Breakdown by brand: 13728 units from the NIO (premium) brand 15246"  
[X Link](https://x.com/jan_dekkers/status/1979053531362680998) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-17T05:15Z 1678 followers, 6007 engagements


"$NIO 2026 New Year Resolutions: Profit Innovation & Global Growth My resolutions for $NIO 2026: Q4 profitability continuing for many years Unstoppable innovation with cutting-edge battery swaps A pathway into the North American market With strong vehicle backlogs and the ES8 on track to be a top-selling 3-row SUV NIO is set to find real happiness in long-term growth profitability and global leadership"  
[X Link](https://x.com/jan_dekkers/status/1980430383008346218) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-21T00:26Z 1678 followers, XXX engagements


"Something like this Li Xiang (Li Auto): Bao have you picked up your car yet If not theres still time. Xxxxxx is about to get into big trouble. Other person: What kind of trouble Li Xiang: Xxxxxx falsified its financial statements. Shareholders are suing. The brand may be in serious danger. Other person: What should I do Li Xiang: Have you picked up the car yet How much deposit did you pay There are two options: one is to give up the 5000 yuan deposit and stay away from this mess. It appears to be a fake or rumor-style screenshot implying internal trouble at Xxxxxx not an official statement"  
[X Link](https://x.com/jan_dekkers/status/1978966190019219750) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-16T23:28Z 1675 followers, XXX engagements


"9721-Vehicle Surge Signals Momentum for $Nio #Onvo Brand A key milestone for Onvo - the youthful EV off-shoot of Nio Inc.as the brand delivers its 100000th vehicle and sets a new pace for growth. In a recent announcement Nio revealed that Onvo has now delivered its 100000th vehicle an important benchmark for the brand less than XX months after its launch. What makes the milestone even more telling: with cumulative deliveries of 90279 units through September Onvo has chalked up at least 9721 units in October so far - a sign that the brand is gaining speed. Heres a deeper look at what this"  
[X Link](https://x.com/jan_dekkers/status/1979643523898224769) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-18T20:19Z 1677 followers, 2257 engagements


""Do you guys think $NIO can overtake Aito M8 and jump to second and third spot in October" Wait until Dec and Nio might lead Steve :-)"  
[X Link](https://x.com/jan_dekkers/status/1979646202053558279) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-18T20:30Z 1677 followers, 3182 engagements


"Good for $NIO - No sure what country but the image shows a political billboard written in Spanish. The text is Anti USA and reads: MENOS EEUU Y MS CHINA (Less USA and more China) EL XX DE OCTUBRE (On October 26)FUERZA PATRIA (Patriotic Force likely the name of a political movement or party) This appears to be a campaign sign promoting a political message favoring stronger relations with China and reduced alignment with the United States associated with a group or party called Fuerza Patria. The location looks like a suburban roadside area possibly in a Latin American country given the"  
[X Link](https://x.com/jan_dekkers/status/1977850697724088627) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-13T21:35Z 1677 followers, 3214 engagements


"@NIOSanFrancisco You might want to look into microsoft teams or google meet as their platforms are very stable when I was working at Roche we did have meetings with over 50k participants. The main question is do they have a free service"  
[X Link](https://x.com/jan_dekkers/status/1979678224570552740) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-18T22:37Z 1677 followers, XXX engagements


"IS $NIO COMMING TO NORTH AMERICA #NIO"  
[X Link](https://x.com/jan_dekkers/status/1977485815279501743) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-12T21:25Z 1678 followers, 16K engagements


"AI Technicals: $NIO is clearly trading within a well-defined ascending channel that started around late July 2025. Heres the breakdown - Technical View Support: The recent bounce at around $6.40$6.50 touches the lower channel line which has acted as reliable support since July. Resistance: The upper channel currently sits near $8.80$9.00 depending on how quickly the stock moves upward. Next Leg Up Target If the channel holds and momentum continues the next leg up target should be around: Base target: $7.90$8.00 (mid-channel zone likely short-term resistance) Full channel top: $8.80$9.00 (next"  
[X Link](https://x.com/jan_dekkers/status/1978890890245742901) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-16T18:28Z 1678 followers, 4676 engagements


"A Bold Sprint to Profitability: $Nio Inc. ( #NIO ) Sets Its Sights on Q4 In a decisive move CEO William Li reaffirmed Nios target to achieve profitability in the fourth quarter of 2025 underscoring it as the firms top priority heading into the year-end push. At an internal meeting held on October XX Li shared his Vision-Action-Upgrade (#VAU) framework for the quarter exhorting the management and operational teams to intensify efforts over the next XX days. Key Highlights Li emphasized that reaching profitability is not simply a milestone but a demonstration of the companys operational and"  
[X Link](https://x.com/jan_dekkers/status/1980102241584599323) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-20T02:42Z 1678 followers, 3571 engagements


"$NIO isnt just aiming for a one-off profitable quarter - theyve been restructuring their entire cost base optimizing production efficiency and expanding their multi-brand strategy with Onvo and Firefly. These are not short-term moves. Yes Q1 has traditionally been weaker for most Chinese EV makers due to the Lunar New Year slowdown but this time NIO enters Q1 with a massive backlog giving them strong momentum to start 2026. Its the perfect window to catch up on production and deliveries while margins keep improving from scale and efficiency. Once you reach profitability through structural"  
[X Link](https://x.com/jan_dekkers/status/1980353004797841640) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-20T19:18Z 1678 followers, 3282 engagements


"$NIO The Q4 Perfect Storm - Record Deliveries Profitability and Powerful Catalysts Ahead #NIO is entering Q4 2025 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) [@jan_dekkers](/creator/x/jan_dekkers) 2025-10-21T17:52Z 1678 followers, 1690 engagements