[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @jan_dekkers jan dekkers jan dekkers posts on X about $nio, nio, li, $li the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::492484666/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX -XXXX% - X Months XXXXXXXXX +187% - X Year XXXXXXXXX +6,024% ### Mentions: XX [#](/creator/twitter::492484666/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX +160% - X Year XXX +1,259% ### Followers: XXXXX [#](/creator/twitter::492484666/followers)  - X Week XXXXX +2.10% - X Month XXXXX +7.10% - X Months XXXXX +91% - X Year XXXXX +596% ### CreatorRank: XXXXXXX [#](/creator/twitter::492484666/influencer_rank)  ### Social Influence **Social category influence** [automotive brands](/list/automotive-brands) XXXXX% [stocks](/list/stocks) XXXXX% [finance](/list/finance) XXXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [luxury brands](/list/luxury-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [$nio](/topic/$nio) #14, [nio](/topic/nio) #128, [li](/topic/li) #3, [$li](/topic/$li) #3, [strong](/topic/strong) #2842, [china](/topic/china) #2945, [business](/topic/business) 6.56%, [li auto](/topic/li-auto) #10, [tesla](/topic/tesla) #2523, [xpev](/topic/xpev) #7 **Top accounts mentioned or mentioned by** [@jimmytran192261](/creator/undefined) [@raceflix63814](/creator/undefined) [@markprice134035](/creator/undefined) [@jandekkers](/creator/undefined) [@5littlebass](/creator/undefined) [@bortstephane](/creator/undefined) [@nioglobal](/creator/undefined) [@jpstanleyx](/creator/undefined) [@niolonginvestor](/creator/undefined) [@esportsdealer](/creator/undefined) [@gianhar](/creator/undefined) [@cnevpost](/creator/undefined) [@lem1231](/creator/undefined) [@altmeme12ali](/creator/undefined) [@bort_stephane](/creator/undefined) [@predisbelief](/creator/undefined) [@cyclefan88](/creator/undefined) [@abrahamstewart8](/creator/undefined) [@meriden407](/creator/undefined) [@davidcsq1](/creator/undefined) **Top assets mentioned** [Lennox International, Inc. (LII)](/topic/$li) [Li Auto Inc. (LI)](/topic/li-auto) [Tesla, Inc. (TSLA)](/topic/tesla) [XPeng Inc. (XPEV)](/topic/$xpev) [Stellantis N.V. (STLA)](/topic/$stla) [GM (GM)](/topic/$gm) [Toyota Motor Corporation (TM)](/topic/$tm) [Honda Motor Co., Ltd. (HMC)](/topic/$hmc) [Ferrari N.V. (RACE)](/topic/$race) [VinFast Auto Ltd. Ordinary Shares (VFS)](/topic/$vfs) [Gores Guggenheim, Inc. Class A Common Stock (PSNY)](/topic/$psny) [REV Group, Inc. (REVG)](/topic/$revg) [Lucid Group Inc (LCID)](/topic/$lcid) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Polyhedra Network (ZKJ)](/topic/$zk) [Sologenic (SOLO)](/topic/$solo) [Kia Grok Companion (KIA)](/topic/$kia) [Dai (DAI)](/topic/$dai) [Tradetomato (TTM)](/topic/$ttm) [dog with apple in mouth (APPLE)](/topic/$apple) ### Top Social Posts Top posts by engagements in the last XX hours "$NIO 2026: The Quiet Giant About to Wake Up While most of the market is distracted by headlines noise and short-term volatility #NIO is quietly engineering one of the most powerful industry pivots weve seen in years. Investors who only look at weekly price movement are missing the bigger story: NIO is not standing still - it is accelerating. 2026 is shaping up to be the year NIO stops being an EV company and becomes a full-stack energy technology and mobility platform. The Deals the Discounts the Financing NIO has shifted into full competitive mode. The company is pulling every lever that" [X Link](https://x.com/jan_dekkers/status/1997470037880529358) 2025-12-07T00:55Z 1861 followers, 3955 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 $SAGVF" [X Link](https://x.com/jan_dekkers/status/1984652446334079066) 2025-11-01T16:03Z 1862 followers, 2221 engagements "$NIO Q4 Preview: 130k Deliveries $4.6B Revenue and Near $XXXX EPS #NIO is set for an impressive Q4 with XXX Billion in revenue - targeting 130000 vehicle deliveries while demonstrating both scale and pricing strength. What is often overlooked is the impact of Battery-as-a-Service (BaaS): when NIO sells a BaaS car the battery is sold immediately to Nio Power allowing NIO to recognize the revenue for the battery upfront. This means total Q4 revenue is higher than just the vehicle sales alone. The average selling price (ASP) for vehicles alone is approximately $30600 reflecting NIOs ability to" [X Link](https://x.com/jan_dekkers/status/1993839954989080812) 2025-11-27T00:31Z 1862 followers, 8519 engagements "$NIO Lowered Q4 Guidance: Lowballing or Strategy One thing from the earnings call keeps bugging me. Yes #NIO lowered Q4 delivery guidance from 150K to 120125K. On the surface that sounds like a step back. But heres the part that doesnt add up: they also confirmed a strong order backlog extending into April. If demand is that strong why pull back guidance now Simple: this looks less like a demand problem and more like deliberate sandbagging. Lets break it down. NIO is transitioning through multiple moving parts: Production optimization for new and facelift models Battery supply coordination" [X Link](https://x.com/jan_dekkers/status/1993890010999984395) 2025-11-27T03:49Z 1862 followers, 3791 engagements "Frans $NIO Q4 Delivery Path #NIO Q4 guidance has sparked endless debate but the discussion is still missing something important: delivery ramps are not linear they are step-based - and NIO is currently moving up one of those steps. A simple but plausible path maybe looks like this: October: 40000 November: 43000 December: 47000 Total: 130000 vehicles for Q4 This isnt blind optimism. Its rooted in how NIO actually scales. October: The Foundation Month October is not about peak volume. Its about stabilizing production and logistics. Reaching around 40k deliveries in October signals that the" [X Link](https://x.com/jan_dekkers/status/1994478401235882450) 2025-11-28T18:48Z 1862 followers, 3879 engagements "$NIO Smart Move Into the Mass Market And Why It Can Compete and Win William Li has made #NIO direction very clear: the company is developing a sub-200000 RMB vehicle platform aimed directly at the heart of Chinas EV market - the 100000300000 RMB segment which he estimates to be a 15-million-unit opportunity. This is not a shift away from premium. Its a scaling strategy. Why This Is a Powerful Strategic Move NIO is not entering this space just to sell cheaper cars. They are entering it to scale their ecosystem. Heres why that matters: Scale unlocks margin leverage Lower-priced cars sold in" [X Link](https://x.com/jan_dekkers/status/1994484338491314545) 2025-11-28T19:11Z 1862 followers, 4086 engagements "Thats a fair question - but the context matters especially when comparing $NIO ONVOs temporary dip to the rest of Chinas EV market. 1: The subsidy change hit the entire entry-level EV segment not just #ONVO. Brands in the same price band - BYDs Dolphin/Seagull Geely Geometry Wuling Bingo even Leapmotors C-series - all saw pressure in November because the trade-in incentives ended. ONVO didnt decline because of demand issues; it declined because its positioned in the exact segment most exposed to that policy shift. 2: ONVO is a brand launched only months ago - MoM swings are normal." [X Link](https://x.com/jan_dekkers/status/1995493799796334698) 2025-12-01T14:02Z 1862 followers, XXX engagements "$NIO Recent Drop May Be Less About the Company - And Maybe More About Year-End Market Mechanics #NIO is heading into one of its strongest operational quarters ever yet the stock continues to face pressure. For many investors this looks confusing - because the fundamentals dont match the price action. Thats because some of the selling might have very little to do with NIOs business at all. Were in December and December has rules of its own. A Possible Factor: Year-End Balancing Tax-Loss Selling & the 30-Day Rule Every year funds and retail investors sell their loser positions to offset gains" [X Link](https://x.com/jan_dekkers/status/1995925933602341108) 2025-12-02T18:39Z 1862 followers, 2262 engagements "$NIO 2026 Price Targets: Why 20252026 May Be the Start of #NIO Supercycle After years of heavy investment expanding infrastructure and launching new brands NIO is finally positioned to enter its most profitable era. With Q4 2025 expected to deliver 150000+ vehicles and blended gross margins rising toward XX% NIOs path to real profitability in 2026 has never been clearer. NIOs transformation is now in full motion: -Premium NIO brand anchoring ASP and margins -ONVO driving the mid-range high-volume segment -Firefly entering the ultra-affordable city car market -Gen-5 battery swap network" [X Link](https://x.com/jan_dekkers/status/1989834322854253014) 2025-11-15T23:14Z 1864 followers, 17.9K engagements "$NIO vs. $Li Auto Why NIO Looks Safer and Smarter Right Now With Li Auto reeling from a major recall the EV investing thesis for NIO just got stronger. Heres why leaning into $NIO over Li Auto (LI) could be the smarter bet and where the risks are for both. Whats Going On With Li Auto Li Auto is recalling 11411 units of its 2024 Li Mega MPV - thats nearly half of the cumulative deliveries of that model. The recall stems from a coolant issue: the coolant allegedly has insufficient corrosion protection which can lead to leakage in battery cooling plates and in extreme cases even thermal runaway." [X Link](https://x.com/jan_dekkers/status/1990757165800530304) 2025-11-18T12:21Z 1864 followers, 2709 engagements "$NIO Was Never Allowed to Run And Smart Money Knows Why Lets be honest: after Q3 #NIO never had a real chance to move up. They couldve announced free golden cars with every purchase and the stock still wouldve been walked down. Not because of fundamentals. Not because of demand. And definitely not because management suddenly forgot how to execute. This was positioning. Over the past X weeks we watched a very controlled push from the $X range down into the low $5s - right where long-term capital loves to accumulate without paying a premium. Because $5$6 is the sweet spot for serious" [X Link](https://x.com/jan_dekkers/status/1993475982842552407) 2025-11-26T00:24Z 1864 followers, 11.2K engagements "$NIO (Updated) On Track for a Profitable 2026 and Multi-Brand Supercycle After years of heavy investment rapid infrastructure expansion and the launch of multiple brands #NIO is entering a new era of profitability. With Q4 2025 expected to deliver around 125000 vehicles and Q1/Q2 historically lower the company is positioned to achieve its first fully profitable year in 2026. Blended gross margins are rising toward XX% providing a solid foundation for sustainable earnings. Why 20252026 May Mark the Start of NIOs Supercycle NIOs growth is driven by a multi-brand strategy: the premium NIO brand" [X Link](https://x.com/jan_dekkers/status/1993572116290302454) 2025-11-26T06:46Z 1864 followers, 10.8K engagements "$NIO Is Q4 Being Set Up for the Upside Surprise Investors Have Been Waiting For The market rewards one thing above almost everything else: upside surprises. Strong execution that comes in above expectations can shift sentiment faster than any headline. Analysts might dislike uncertainty but investors absolutely love when a company quietly outperforms. For years #NIO has been on the wrong side of that dynamic - guidance too optimistic delivery ramps too transparent and expectations too high to consistently beat. Thats why Q4 feels so interesting. This time expectations are low. Messaging has" [X Link](https://x.com/jan_dekkers/status/1995731420548137153) 2025-12-02T05:47Z 1864 followers, 3013 engagements "$NIO Q4 2025: Record Deliveries and Strong Profits Across the Lineup #NIO is closing out Q4 2025 with an exceptional performance across its entire lineup. From high-end SUVs to affordable compact EVs the company is proving it can grow volume while maintaining healthy margins. #ONVO Leading the Mass Market NIOs ONVO family consisting of the L90 and L60 SUVs delivered 40936 vehicles this quarter. Most buyers chose the L90 making up about XX% of sales while the L60 accounted for 30%. On average each ONVO vehicle sold for $34900 bringing in $XXXX billion in revenue. With an XX% profit margin ONVO" [X Link](https://x.com/jan_dekkers/status/1995954645454520486) 2025-12-02T20:34Z 1864 followers, 2571 engagements "A lot of the selling you see right now isnt about $NIO being bad - its just tax-loss and panic selling. Heres the easiest way to understand it: 1: You made $5000 profit this year on $TSLA. 2: Youre down $5000 on #NIO. If you sell NIO before December XX your $5K loss cancels your $5K gain. That means you pay zero taxes on those TESLA profits. Thats why people sell their losing stocks in December theyre trying to cut their tax bill. The 30-Day Rule If they sell NIO for the tax benefit they cannot buy it back for XX days. So anyone selling in December has to wait until XX days have passed to buy" [X Link](https://x.com/jan_dekkers/status/1996288987703791634) 2025-12-03T18:42Z 1864 followers, 5004 engagements "$NIO We are selling when it hits $XX within the next XX months to the ones selling now or not buying" [X Link](https://x.com/jan_dekkers/status/1996294374955909250) 2025-12-03T19:04Z 1864 followers, 3990 engagements "$NIO is firing on all cylinders worldwide - and this is only the warm-up lap. The deals the discounts the financing the partnerships the swap network exploding across China and beyond every single lever is being pulled at once. The brand is catching fire the ecosystem is locking people in and the tech gap is widening not shrinking. 2026 isnt just when it shows - its when #NIO steps onto the global stage and people suddenly pretend they always knew. Long-term holders wont be surprised. Everyone else will be scrambling to catch up" [X Link](https://x.com/jan_dekkers/status/1996990385378533506) 2025-12-05T17:09Z 1864 followers, 2461 engagements "$NIO Is No Longer Chasing Volume Its Chasing Profit For years critics have accused #NIO of prioritizing scale over sustainability. But Li Bins recent comments reveal something important: that phase is ending. Entering next year NIO is no longer running a how many cars can we push out race. Its shifting to a profit-first operating model and thats exactly what long-term investors should want. Li clearly stated the company is moving away from guaranteed volume targets and instead focusing on the real business formula: Total Gross Profit = Sales Volume Unit Price Cost This isnt marketing talk." [X Link](https://x.com/jan_dekkers/status/1994241544938033250) 2025-11-28T03:06Z 1864 followers, 4096 engagements "$NIO Is Quietly Positioning Itself to Dominate EVs Energy Infrastructure and Now Humanoid Robots - The Market Has No Idea Whats Coming Most analysts still look at #NIO through the narrow lens of an EV company. Theyre missing the real story. NIO is building the most scalable energy-swap ecosystem in the world and for the first time ever William Li is openly signaling that this technology is moving far beyond cars. NIOs latest moves - including a brand-new joint venture with OmniVision and Axera (RMB XXX million capital) - confirm something major: NIO is turning its battery-swap architecture" [X Link](https://x.com/jan_dekkers/status/1994822115837849753) 2025-11-29T17:33Z 1864 followers, 4017 engagements "$NIO vs. $Tesla: The Numbers That Should Make Every Investor Stop and Think On December X 2025 NIO announced it delivered 36275 vehicles in November alone - a staggering XX% year-over-year increase. When Tesla was registering roughly the same volume of cars per month that NIO just posted (back in early 2019) its market cap was $XXXX billion - nearly X what the market is giving NIO. At the end of February 2019 Teslas U.S. registrations in the XX reporting states totaled just 6252 vehicles yet the stock still traded at an inflation-and-split-adjusted $XXXXX giving the company a $XXXX billion" [X Link](https://x.com/jan_dekkers/status/1995626536544911663) 2025-12-01T22:50Z 1864 followers, 9909 engagements "$NIO The Drop You Should Be Thanking the Market Makers For If youre watching #NIO latest dip and wondering whats going on heres the uncomfortable truth every long-term investor eventually learns: This isnt about fundamentals. Its about positioning. The esteemed market makers institutions and algorithmic funds didnt suddenly discover something wrong with NIO. They didnt wake up and decide the company wasnt worth owning. What they did decide is that year-end liquidity tax-loss harvesting and portfolio balancing create the perfect environment to push volatility - and accumulate shares quietly." [X Link](https://x.com/jan_dekkers/status/1996249432728408330) 2025-12-03T16:05Z 1864 followers, 5721 engagements "$NIO Surges to Top X in Chinas Intelligent Driving Competition A Stunning 9-Spot Climb - and a Clear Signal of Whats Coming The November 2025 Intelligent Driving Competition Points Table is out and it confirms a major shift in Chinas intelligent-driving landscape. #NIO ranked 3rd with its NIO Laser intelligent driving stack but the most important detail is this: NIO jumped nine full positions - the largest ranking improvement of any automaker this month. This is not a minor improvement. This is meaningful measurable momentum. Top Rankings - November 2025 1: Avita (Huawei Laser) 2: Xpeng" [X Link](https://x.com/jan_dekkers/status/1997757717918933149) 2025-12-07T19:58Z 1864 followers, 1196 engagements "Depends who youre asking If youre asking someone who bought the hype at $XX sure - theyre bitter. But if youre asking the people buying around $4$5 theyre not regretting anything. Theyre positioning themselves before $NIO next major cycle. #NIO today has: Record delivery growth 72-second battery swaps scaling nationwide Rising institutional ownership Three brands gaining momentum (NIO ONVO Firefly) Margin recovery already underway And lets not forget Warren Buffetts rule of real investing: If you cant watch your investment drop XX% without panic you shouldnt be in the market. Smart investors" [X Link](https://x.com/jan_dekkers/status/1997759791662506242) 2025-12-07T20:07Z 1864 followers, XXX engagements "@raceflix63814 You state all known wisdom. Why are you invested in $NIO" [X Link](https://x.com/jan_dekkers/status/1998066348644249864) 2025-12-08T16:25Z 1861 followers, XXX engagements "The Hidden Asset: Why $NIO Chip Business Could Be a Game-Changer Most investors still think of #NIO as just an EV company. Thats like calling $Apple a phone maker in 2007. The real long-term value is in its full-stack ecosystem and one of its most underappreciated pillars is its in-house chip business. NIO didnt design its own chips for marketing. It did it for control performance and independence. In a world where cars are becoming AI computers on wheels whoever controls the silicon controls the experience the data the update pipeline - and ultimately the margins. NIOs autonomous driving and" [X Link](https://x.com/jan_dekkers/status/1993713844271919523) 2025-11-26T16:09Z 1862 followers, 2187 engagements "$NIO November Surge Confirms Q4 Momentum 120125k Deliveries Are Well Within Reach #NIO has just released its November 2025 delivery results and the message is unmistakable: NIO is executing at a level that puts its full-quarter target solidly in range. November Delivers Massive Growth NIO delivered 36275 vehicles in November a XXXX% year-over-year increase - one of the strongest monthly YoY growth rates in the industry. Breakdown across the three brands shows balanced scalable momentum: 18393 NIO premium smart EVs 11794 ONVO family-segment EVs 6088 FIREFLY compact high-end EVs Q4 Target:" [X Link](https://x.com/jan_dekkers/status/1995486431188496445) 2025-12-01T13:33Z 1861 followers, 6884 engagements "Every December we see the same pattern: great companies get pushed down for reasons that have nothing to do with their business. $NIO is one of the clearest examples right now. Also look at $LI and $XPEV. Most of this pressure comes from year-end tax-loss selling - and the deadline matters. * When Is the Last Day of Year-End Tax Season For U.S. investors the last day to sell a losing stock and have it count for this years taxes is: * December XX (before market close). As long as the sale happens before the market closes on Dec XX the loss counts for the current tax year. * Does the Trade Need" [X Link](https://x.com/jan_dekkers/status/1996637872133493017) 2025-12-04T17:48Z 1861 followers, 1725 engagements "$NIO The Institutional Tide Is Turning - And Its Not Subtle Great catch. When you zoom out and look at the chart one thing jumps out immediately: the first meaningful surge in institutional ownership in years - and its happening exactly as #NIO fundamentals product lineup and cost structure are inflecting upward. For almost two years institutions have been trimming risk across all Chinese ADRs. But this latest spike Thats not retail noise. Thats allocation. Thats positioning. Thats confidence. When large funds step back in before profitability headlines hit its because they see the asymmetry." [X Link](https://x.com/jan_dekkers/status/1997754776600342973) 2025-12-07T19:47Z 1861 followers, 2196 engagements "$NIO Clean Parks Edition: A Small Change With a Big Message NIO just filed a Clean Parks Edition for the ET5 and ET5 Touring and while the update is mostly cosmetic the timing couldnt be better. This isnt about a badge - its about signaling where NIO is headed. Clean Parks is NIOs long-running environmental initiative that invests in clean energy infrastructure and supports nature-preservation zones across China. By tying a special edition of one of its best-selling models to this program NIO is reinforcing a message investors love to hear: stability confidence and long-term purpose. These" [X Link](https://x.com/jan_dekkers/status/1997876528634610033) 2025-12-08T03:50Z 1861 followers, 1844 engagements "The Untold Value of $NIO Technology Moat When investors talk about #NIO they focus on deliveries margins or quarterly volatility. But hidden beneath the noise is the real story - a deep defensible global technology foundation that Wall Street still has not priced in. NIO is not just an EV manufacturer. NIO is a full-stack technology company with a patent portfolio so large and so advanced that its value alone could justify a multi-billion-dollar valuation. And most people still have no idea. The disconnect nearly 10000 Patents - A Moat Years Ahead of Competitors Between late 2024 and early" [X Link](https://x.com/jan_dekkers/status/1997923851137917054) 2025-12-08T06:59Z 1861 followers, 3498 engagements "Patents by themselves arent the story - what NIO is doing with them is. Calling NIOs IP paperwork ignores how much of that tech is already deployed in the real world: The 5th-gen battery-swap system (with CATL) is now the fastest and most automated globally and its rolling out across China - thats patented tech producing real daily usage. NIO Intelligent Driving just jumped to #3 in the national ranking meaning their autonomous stack is converting IP into performance at scale. Over 3500 battery-swap stations built on NIOs own patents a fully operational network that locks in users partners" [X Link](https://x.com/jan_dekkers/status/1998046645964149213) 2025-12-08T15:06Z 1861 followers, XX engagements "$XPEV XPeng Roughly 29003000 patents $Li Auto - Over 2000 granted patents plus several thousand pending applications mostly in hybrid $NIO Approaching 10000 patents globally #Leapmotor $LEAP #Hozon $JAC #Seres - few XXX to low 1000 of patents each $BYD (EV division) - Around 29200 patents worldwide This includes BYDs EV-only innovation" [X Link](https://x.com/jan_dekkers/status/1998064828372672722) 2025-12-08T16:19Z 1861 followers, 1648 engagements "@5littlebass @Lem_1231 @NIOlonginvestor @NIOGlobal In the third quarter of 2025 $XPeng reported a vehicle margin of XXXX% up from XXX% in the same quarter of 2024. About XX Mona units would generate roughly the same gross profit as one $NIO ES8 (given those hypothetical ASPs and margin rates)" [X Link](https://x.com/jan_dekkers/status/1998264126578266503) 2025-12-09T05:31Z 1861 followers, XXX engagements "$NIO Steps Into 2026 With Momentum: Vision Focus and a Clear Path to Profitability At the 2025 China Entrepreneur Magazine Influential Entrepreneurs Annual Meeting #NIOs leadership delivered a message that resonated far beyond the Beijing event hall: focus wins. Speaking at the conference themed Emergence Limitless Co-creating a New Form of Intelligent Business NIO emphasized its unique position in the global EV landscape. A speaker at the event (shown in the image) addressed a powerful truth: There are only two companies in the world solely dedicated to pure electric vehicles - and NIO is" [X Link](https://x.com/jan_dekkers/status/1998441516059201921) 2025-12-09T17:16Z 1861 followers, 1015 engagements "$NIO Surges Ahead in 2025 as the EV Market Expands- Proving Strength Where Others Fall Behind * #NIO up +45.6% * $Li Auto down XXXXX% * $Tesla China down XXXX% Chinas New Energy Vehicle (NEV) market delivered a strong +32% YoY growth in 2025 through October. But even in a booming environment one automaker is clearly outperforming the entire sector: NIO isnt just growing - its outgrowing the market itself. BEVs Dominate in 2025 - A Market Tailwind Built for NIO Battery-electric vehicles (BEVs) captured XXXX% of the NEV market this year continuing the rapid shift away from plug-in hybrids." [X Link](https://x.com/jan_dekkers/status/1998490643392561449) 2025-12-09T20:31Z 1861 followers, 2096 engagements "$NIO Expands Again - Portugal Launch Marks Another Strong Step in Europe The official launch of #NIO in Portugal was a clear success showcasing the ET5 ET5 Touring and EL6 to an enthusiastic audience. The reception was exactly what you would expect for a brand rapidly building a premium EV following across Europe - curious crowds strong media attention and genuine excitement around NIOs tech-driven identity. But the Portugal debut is more than just another event. It represents a bigger pattern: NIOs steady methodical expansion throughout the EU powered by products that consistently outperform" [X Link](https://x.com/jan_dekkers/status/1998515889742950410) 2025-12-09T22:11Z 1861 followers, XXX engagements "The writing is on the $NIO wall - clear as day. Yet somehow no one can read it" [X Link](https://x.com/jan_dekkers/status/1998519907605168416) 2025-12-09T22:27Z 1861 followers, XXX engagements
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@jan_dekkers jan dekkersjan dekkers posts on X about $nio, nio, li, $li the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence automotive brands XXXXX% stocks XXXXX% finance XXXXX% countries XXXX% cryptocurrencies XXXX% luxury brands XXXX% travel destinations XXXX%
Social topic influence $nio #14, nio #128, li #3, $li #3, strong #2842, china #2945, business 6.56%, li auto #10, tesla #2523, xpev #7
Top accounts mentioned or mentioned by @jimmytran192261 @raceflix63814 @markprice134035 @jandekkers @5littlebass @bortstephane @nioglobal @jpstanleyx @niolonginvestor @esportsdealer @gianhar @cnevpost @lem1231 @altmeme12ali @bort_stephane @predisbelief @cyclefan88 @abrahamstewart8 @meriden407 @davidcsq1
Top assets mentioned Lennox International, Inc. (LII) Li Auto Inc. (LI) Tesla, Inc. (TSLA) XPeng Inc. (XPEV) Stellantis N.V. (STLA) GM (GM) Toyota Motor Corporation (TM) Honda Motor Co., Ltd. (HMC) Ferrari N.V. (RACE) VinFast Auto Ltd. Ordinary Shares (VFS) Gores Guggenheim, Inc. Class A Common Stock (PSNY) REV Group, Inc. (REVG) Lucid Group Inc (LCID) Rivian Automotive, Inc. (RIVN) Polyhedra Network (ZKJ) Sologenic (SOLO) Kia Grok Companion (KIA) Dai (DAI) Tradetomato (TTM) dog with apple in mouth (APPLE)
Top posts by engagements in the last XX hours
"$NIO 2026: The Quiet Giant About to Wake Up While most of the market is distracted by headlines noise and short-term volatility #NIO is quietly engineering one of the most powerful industry pivots weve seen in years. Investors who only look at weekly price movement are missing the bigger story: NIO is not standing still - it is accelerating. 2026 is shaping up to be the year NIO stops being an EV company and becomes a full-stack energy technology and mobility platform. The Deals the Discounts the Financing NIO has shifted into full competitive mode. The company is pulling every lever that"
X Link 2025-12-07T00:55Z 1861 followers, 3955 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 $SAGVF"
X Link 2025-11-01T16:03Z 1862 followers, 2221 engagements
"$NIO Q4 Preview: 130k Deliveries $4.6B Revenue and Near $XXXX EPS #NIO is set for an impressive Q4 with XXX Billion in revenue - targeting 130000 vehicle deliveries while demonstrating both scale and pricing strength. What is often overlooked is the impact of Battery-as-a-Service (BaaS): when NIO sells a BaaS car the battery is sold immediately to Nio Power allowing NIO to recognize the revenue for the battery upfront. This means total Q4 revenue is higher than just the vehicle sales alone. The average selling price (ASP) for vehicles alone is approximately $30600 reflecting NIOs ability to"
X Link 2025-11-27T00:31Z 1862 followers, 8519 engagements
"$NIO Lowered Q4 Guidance: Lowballing or Strategy One thing from the earnings call keeps bugging me. Yes #NIO lowered Q4 delivery guidance from 150K to 120125K. On the surface that sounds like a step back. But heres the part that doesnt add up: they also confirmed a strong order backlog extending into April. If demand is that strong why pull back guidance now Simple: this looks less like a demand problem and more like deliberate sandbagging. Lets break it down. NIO is transitioning through multiple moving parts: Production optimization for new and facelift models Battery supply coordination"
X Link 2025-11-27T03:49Z 1862 followers, 3791 engagements
"Frans $NIO Q4 Delivery Path #NIO Q4 guidance has sparked endless debate but the discussion is still missing something important: delivery ramps are not linear they are step-based - and NIO is currently moving up one of those steps. A simple but plausible path maybe looks like this: October: 40000 November: 43000 December: 47000 Total: 130000 vehicles for Q4 This isnt blind optimism. Its rooted in how NIO actually scales. October: The Foundation Month October is not about peak volume. Its about stabilizing production and logistics. Reaching around 40k deliveries in October signals that the"
X Link 2025-11-28T18:48Z 1862 followers, 3879 engagements
"$NIO Smart Move Into the Mass Market And Why It Can Compete and Win William Li has made #NIO direction very clear: the company is developing a sub-200000 RMB vehicle platform aimed directly at the heart of Chinas EV market - the 100000300000 RMB segment which he estimates to be a 15-million-unit opportunity. This is not a shift away from premium. Its a scaling strategy. Why This Is a Powerful Strategic Move NIO is not entering this space just to sell cheaper cars. They are entering it to scale their ecosystem. Heres why that matters: Scale unlocks margin leverage Lower-priced cars sold in"
X Link 2025-11-28T19:11Z 1862 followers, 4086 engagements
"Thats a fair question - but the context matters especially when comparing $NIO ONVOs temporary dip to the rest of Chinas EV market. 1: The subsidy change hit the entire entry-level EV segment not just #ONVO. Brands in the same price band - BYDs Dolphin/Seagull Geely Geometry Wuling Bingo even Leapmotors C-series - all saw pressure in November because the trade-in incentives ended. ONVO didnt decline because of demand issues; it declined because its positioned in the exact segment most exposed to that policy shift. 2: ONVO is a brand launched only months ago - MoM swings are normal."
X Link 2025-12-01T14:02Z 1862 followers, XXX engagements
"$NIO Recent Drop May Be Less About the Company - And Maybe More About Year-End Market Mechanics #NIO is heading into one of its strongest operational quarters ever yet the stock continues to face pressure. For many investors this looks confusing - because the fundamentals dont match the price action. Thats because some of the selling might have very little to do with NIOs business at all. Were in December and December has rules of its own. A Possible Factor: Year-End Balancing Tax-Loss Selling & the 30-Day Rule Every year funds and retail investors sell their loser positions to offset gains"
X Link 2025-12-02T18:39Z 1862 followers, 2262 engagements
"$NIO 2026 Price Targets: Why 20252026 May Be the Start of #NIO Supercycle After years of heavy investment expanding infrastructure and launching new brands NIO is finally positioned to enter its most profitable era. With Q4 2025 expected to deliver 150000+ vehicles and blended gross margins rising toward XX% NIOs path to real profitability in 2026 has never been clearer. NIOs transformation is now in full motion: -Premium NIO brand anchoring ASP and margins -ONVO driving the mid-range high-volume segment -Firefly entering the ultra-affordable city car market -Gen-5 battery swap network"
X Link 2025-11-15T23:14Z 1864 followers, 17.9K engagements
"$NIO vs. $Li Auto Why NIO Looks Safer and Smarter Right Now With Li Auto reeling from a major recall the EV investing thesis for NIO just got stronger. Heres why leaning into $NIO over Li Auto (LI) could be the smarter bet and where the risks are for both. Whats Going On With Li Auto Li Auto is recalling 11411 units of its 2024 Li Mega MPV - thats nearly half of the cumulative deliveries of that model. The recall stems from a coolant issue: the coolant allegedly has insufficient corrosion protection which can lead to leakage in battery cooling plates and in extreme cases even thermal runaway."
X Link 2025-11-18T12:21Z 1864 followers, 2709 engagements
"$NIO Was Never Allowed to Run And Smart Money Knows Why Lets be honest: after Q3 #NIO never had a real chance to move up. They couldve announced free golden cars with every purchase and the stock still wouldve been walked down. Not because of fundamentals. Not because of demand. And definitely not because management suddenly forgot how to execute. This was positioning. Over the past X weeks we watched a very controlled push from the $X range down into the low $5s - right where long-term capital loves to accumulate without paying a premium. Because $5$6 is the sweet spot for serious"
X Link 2025-11-26T00:24Z 1864 followers, 11.2K engagements
"$NIO (Updated) On Track for a Profitable 2026 and Multi-Brand Supercycle After years of heavy investment rapid infrastructure expansion and the launch of multiple brands #NIO is entering a new era of profitability. With Q4 2025 expected to deliver around 125000 vehicles and Q1/Q2 historically lower the company is positioned to achieve its first fully profitable year in 2026. Blended gross margins are rising toward XX% providing a solid foundation for sustainable earnings. Why 20252026 May Mark the Start of NIOs Supercycle NIOs growth is driven by a multi-brand strategy: the premium NIO brand"
X Link 2025-11-26T06:46Z 1864 followers, 10.8K engagements
"$NIO Is Q4 Being Set Up for the Upside Surprise Investors Have Been Waiting For The market rewards one thing above almost everything else: upside surprises. Strong execution that comes in above expectations can shift sentiment faster than any headline. Analysts might dislike uncertainty but investors absolutely love when a company quietly outperforms. For years #NIO has been on the wrong side of that dynamic - guidance too optimistic delivery ramps too transparent and expectations too high to consistently beat. Thats why Q4 feels so interesting. This time expectations are low. Messaging has"
X Link 2025-12-02T05:47Z 1864 followers, 3013 engagements
"$NIO Q4 2025: Record Deliveries and Strong Profits Across the Lineup #NIO is closing out Q4 2025 with an exceptional performance across its entire lineup. From high-end SUVs to affordable compact EVs the company is proving it can grow volume while maintaining healthy margins. #ONVO Leading the Mass Market NIOs ONVO family consisting of the L90 and L60 SUVs delivered 40936 vehicles this quarter. Most buyers chose the L90 making up about XX% of sales while the L60 accounted for 30%. On average each ONVO vehicle sold for $34900 bringing in $XXXX billion in revenue. With an XX% profit margin ONVO"
X Link 2025-12-02T20:34Z 1864 followers, 2571 engagements
"A lot of the selling you see right now isnt about $NIO being bad - its just tax-loss and panic selling. Heres the easiest way to understand it: 1: You made $5000 profit this year on $TSLA. 2: Youre down $5000 on #NIO. If you sell NIO before December XX your $5K loss cancels your $5K gain. That means you pay zero taxes on those TESLA profits. Thats why people sell their losing stocks in December theyre trying to cut their tax bill. The 30-Day Rule If they sell NIO for the tax benefit they cannot buy it back for XX days. So anyone selling in December has to wait until XX days have passed to buy"
X Link 2025-12-03T18:42Z 1864 followers, 5004 engagements
"$NIO We are selling when it hits $XX within the next XX months to the ones selling now or not buying"
X Link 2025-12-03T19:04Z 1864 followers, 3990 engagements
"$NIO is firing on all cylinders worldwide - and this is only the warm-up lap. The deals the discounts the financing the partnerships the swap network exploding across China and beyond every single lever is being pulled at once. The brand is catching fire the ecosystem is locking people in and the tech gap is widening not shrinking. 2026 isnt just when it shows - its when #NIO steps onto the global stage and people suddenly pretend they always knew. Long-term holders wont be surprised. Everyone else will be scrambling to catch up"
X Link 2025-12-05T17:09Z 1864 followers, 2461 engagements
"$NIO Is No Longer Chasing Volume Its Chasing Profit For years critics have accused #NIO of prioritizing scale over sustainability. But Li Bins recent comments reveal something important: that phase is ending. Entering next year NIO is no longer running a how many cars can we push out race. Its shifting to a profit-first operating model and thats exactly what long-term investors should want. Li clearly stated the company is moving away from guaranteed volume targets and instead focusing on the real business formula: Total Gross Profit = Sales Volume Unit Price Cost This isnt marketing talk."
X Link 2025-11-28T03:06Z 1864 followers, 4096 engagements
"$NIO Is Quietly Positioning Itself to Dominate EVs Energy Infrastructure and Now Humanoid Robots - The Market Has No Idea Whats Coming Most analysts still look at #NIO through the narrow lens of an EV company. Theyre missing the real story. NIO is building the most scalable energy-swap ecosystem in the world and for the first time ever William Li is openly signaling that this technology is moving far beyond cars. NIOs latest moves - including a brand-new joint venture with OmniVision and Axera (RMB XXX million capital) - confirm something major: NIO is turning its battery-swap architecture"
X Link 2025-11-29T17:33Z 1864 followers, 4017 engagements
"$NIO vs. $Tesla: The Numbers That Should Make Every Investor Stop and Think On December X 2025 NIO announced it delivered 36275 vehicles in November alone - a staggering XX% year-over-year increase. When Tesla was registering roughly the same volume of cars per month that NIO just posted (back in early 2019) its market cap was $XXXX billion - nearly X what the market is giving NIO. At the end of February 2019 Teslas U.S. registrations in the XX reporting states totaled just 6252 vehicles yet the stock still traded at an inflation-and-split-adjusted $XXXXX giving the company a $XXXX billion"
X Link 2025-12-01T22:50Z 1864 followers, 9909 engagements
"$NIO The Drop You Should Be Thanking the Market Makers For If youre watching #NIO latest dip and wondering whats going on heres the uncomfortable truth every long-term investor eventually learns: This isnt about fundamentals. Its about positioning. The esteemed market makers institutions and algorithmic funds didnt suddenly discover something wrong with NIO. They didnt wake up and decide the company wasnt worth owning. What they did decide is that year-end liquidity tax-loss harvesting and portfolio balancing create the perfect environment to push volatility - and accumulate shares quietly."
X Link 2025-12-03T16:05Z 1864 followers, 5721 engagements
"$NIO Surges to Top X in Chinas Intelligent Driving Competition A Stunning 9-Spot Climb - and a Clear Signal of Whats Coming The November 2025 Intelligent Driving Competition Points Table is out and it confirms a major shift in Chinas intelligent-driving landscape. #NIO ranked 3rd with its NIO Laser intelligent driving stack but the most important detail is this: NIO jumped nine full positions - the largest ranking improvement of any automaker this month. This is not a minor improvement. This is meaningful measurable momentum. Top Rankings - November 2025 1: Avita (Huawei Laser) 2: Xpeng"
X Link 2025-12-07T19:58Z 1864 followers, 1196 engagements
"Depends who youre asking If youre asking someone who bought the hype at $XX sure - theyre bitter. But if youre asking the people buying around $4$5 theyre not regretting anything. Theyre positioning themselves before $NIO next major cycle. #NIO today has: Record delivery growth 72-second battery swaps scaling nationwide Rising institutional ownership Three brands gaining momentum (NIO ONVO Firefly) Margin recovery already underway And lets not forget Warren Buffetts rule of real investing: If you cant watch your investment drop XX% without panic you shouldnt be in the market. Smart investors"
X Link 2025-12-07T20:07Z 1864 followers, XXX engagements
"@raceflix63814 You state all known wisdom. Why are you invested in $NIO"
X Link 2025-12-08T16:25Z 1861 followers, XXX engagements
"The Hidden Asset: Why $NIO Chip Business Could Be a Game-Changer Most investors still think of #NIO as just an EV company. Thats like calling $Apple a phone maker in 2007. The real long-term value is in its full-stack ecosystem and one of its most underappreciated pillars is its in-house chip business. NIO didnt design its own chips for marketing. It did it for control performance and independence. In a world where cars are becoming AI computers on wheels whoever controls the silicon controls the experience the data the update pipeline - and ultimately the margins. NIOs autonomous driving and"
X Link 2025-11-26T16:09Z 1862 followers, 2187 engagements
"$NIO November Surge Confirms Q4 Momentum 120125k Deliveries Are Well Within Reach #NIO has just released its November 2025 delivery results and the message is unmistakable: NIO is executing at a level that puts its full-quarter target solidly in range. November Delivers Massive Growth NIO delivered 36275 vehicles in November a XXXX% year-over-year increase - one of the strongest monthly YoY growth rates in the industry. Breakdown across the three brands shows balanced scalable momentum: 18393 NIO premium smart EVs 11794 ONVO family-segment EVs 6088 FIREFLY compact high-end EVs Q4 Target:"
X Link 2025-12-01T13:33Z 1861 followers, 6884 engagements
"Every December we see the same pattern: great companies get pushed down for reasons that have nothing to do with their business. $NIO is one of the clearest examples right now. Also look at $LI and $XPEV. Most of this pressure comes from year-end tax-loss selling - and the deadline matters. * When Is the Last Day of Year-End Tax Season For U.S. investors the last day to sell a losing stock and have it count for this years taxes is: * December XX (before market close). As long as the sale happens before the market closes on Dec XX the loss counts for the current tax year. * Does the Trade Need"
X Link 2025-12-04T17:48Z 1861 followers, 1725 engagements
"$NIO The Institutional Tide Is Turning - And Its Not Subtle Great catch. When you zoom out and look at the chart one thing jumps out immediately: the first meaningful surge in institutional ownership in years - and its happening exactly as #NIO fundamentals product lineup and cost structure are inflecting upward. For almost two years institutions have been trimming risk across all Chinese ADRs. But this latest spike Thats not retail noise. Thats allocation. Thats positioning. Thats confidence. When large funds step back in before profitability headlines hit its because they see the asymmetry."
X Link 2025-12-07T19:47Z 1861 followers, 2196 engagements
"$NIO Clean Parks Edition: A Small Change With a Big Message NIO just filed a Clean Parks Edition for the ET5 and ET5 Touring and while the update is mostly cosmetic the timing couldnt be better. This isnt about a badge - its about signaling where NIO is headed. Clean Parks is NIOs long-running environmental initiative that invests in clean energy infrastructure and supports nature-preservation zones across China. By tying a special edition of one of its best-selling models to this program NIO is reinforcing a message investors love to hear: stability confidence and long-term purpose. These"
X Link 2025-12-08T03:50Z 1861 followers, 1844 engagements
"The Untold Value of $NIO Technology Moat When investors talk about #NIO they focus on deliveries margins or quarterly volatility. But hidden beneath the noise is the real story - a deep defensible global technology foundation that Wall Street still has not priced in. NIO is not just an EV manufacturer. NIO is a full-stack technology company with a patent portfolio so large and so advanced that its value alone could justify a multi-billion-dollar valuation. And most people still have no idea. The disconnect nearly 10000 Patents - A Moat Years Ahead of Competitors Between late 2024 and early"
X Link 2025-12-08T06:59Z 1861 followers, 3498 engagements
"Patents by themselves arent the story - what NIO is doing with them is. Calling NIOs IP paperwork ignores how much of that tech is already deployed in the real world: The 5th-gen battery-swap system (with CATL) is now the fastest and most automated globally and its rolling out across China - thats patented tech producing real daily usage. NIO Intelligent Driving just jumped to #3 in the national ranking meaning their autonomous stack is converting IP into performance at scale. Over 3500 battery-swap stations built on NIOs own patents a fully operational network that locks in users partners"
X Link 2025-12-08T15:06Z 1861 followers, XX engagements
"$XPEV XPeng Roughly 29003000 patents $Li Auto - Over 2000 granted patents plus several thousand pending applications mostly in hybrid $NIO Approaching 10000 patents globally #Leapmotor $LEAP #Hozon $JAC #Seres - few XXX to low 1000 of patents each $BYD (EV division) - Around 29200 patents worldwide This includes BYDs EV-only innovation"
X Link 2025-12-08T16:19Z 1861 followers, 1648 engagements
"@5littlebass @Lem_1231 @NIOlonginvestor @NIOGlobal In the third quarter of 2025 $XPeng reported a vehicle margin of XXXX% up from XXX% in the same quarter of 2024. About XX Mona units would generate roughly the same gross profit as one $NIO ES8 (given those hypothetical ASPs and margin rates)"
X Link 2025-12-09T05:31Z 1861 followers, XXX engagements
"$NIO Steps Into 2026 With Momentum: Vision Focus and a Clear Path to Profitability At the 2025 China Entrepreneur Magazine Influential Entrepreneurs Annual Meeting #NIOs leadership delivered a message that resonated far beyond the Beijing event hall: focus wins. Speaking at the conference themed Emergence Limitless Co-creating a New Form of Intelligent Business NIO emphasized its unique position in the global EV landscape. A speaker at the event (shown in the image) addressed a powerful truth: There are only two companies in the world solely dedicated to pure electric vehicles - and NIO is"
X Link 2025-12-09T17:16Z 1861 followers, 1015 engagements
"$NIO Surges Ahead in 2025 as the EV Market Expands- Proving Strength Where Others Fall Behind * #NIO up +45.6% * $Li Auto down XXXXX% * $Tesla China down XXXX% Chinas New Energy Vehicle (NEV) market delivered a strong +32% YoY growth in 2025 through October. But even in a booming environment one automaker is clearly outperforming the entire sector: NIO isnt just growing - its outgrowing the market itself. BEVs Dominate in 2025 - A Market Tailwind Built for NIO Battery-electric vehicles (BEVs) captured XXXX% of the NEV market this year continuing the rapid shift away from plug-in hybrids."
X Link 2025-12-09T20:31Z 1861 followers, 2096 engagements
"$NIO Expands Again - Portugal Launch Marks Another Strong Step in Europe The official launch of #NIO in Portugal was a clear success showcasing the ET5 ET5 Touring and EL6 to an enthusiastic audience. The reception was exactly what you would expect for a brand rapidly building a premium EV following across Europe - curious crowds strong media attention and genuine excitement around NIOs tech-driven identity. But the Portugal debut is more than just another event. It represents a bigger pattern: NIOs steady methodical expansion throughout the EU powered by products that consistently outperform"
X Link 2025-12-09T22:11Z 1861 followers, XXX engagements
"The writing is on the $NIO wall - clear as day. Yet somehow no one can read it"
X Link 2025-12-09T22:27Z 1861 followers, XXX engagements
/creator/x::jan_dekkers