[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](/creator/twitter/jan_dekkers) on x 1151 followers Created: 2025-07-18 21:45:08 UTC $NIO: Analysts, What a Joke — Here's the Reality Let’s talk about analysts for a second, the so-called “experts” who slap downgrades on $NIO while ignoring the bigger picture. These are the same people who flip their targets faster than a pancake when Tesla moves 5%. They’ve become a running joke, spewing out shallow takes and self-serving narratives to protect positions or feed hedge fund agendas. Meanwhile, NIO is Actually Delivering While analysts chase headlines, NIO is building. They’re not tweeting empty promises or hyping vaporware, they’re scaling battery swapping, launching new models, and expanding internationally. The L90 launch just dominated Chinese social media, and yet analysts were nowhere to be found. Where was their insight when lines formed at dealerships? When customers were swapping batteries faster than any charging network can dream of? Battery-as-a-Service (BaaS): Completely Misunderstood. Let’s not even start on how analysts consistently misunderstand or undervalue NIO’s Battery-as-a-Service model. They call it “confusing” or “risky” when it’s actually brilliant: lower upfront car prices, recurring revenue, and flexibility for the user. Tesla can’t replicate that with its fixed-pack design. NIO Stock: Pressured by Shorts, Not Fundamentals You want to know why $NIO has traded under $5? It’s not about earnings or product quality. It’s about market manipulation, options pressure, and herd-following analyst downgrades. Fundamentals? Laughable. NIO still holds billions in cash, improved gross margins, and a growing delivery base. Long-Term View: Mispriced and Underestimated NIO is more than a car company. It's an energy platform, a smart mobility innovator, and a brand that Chinese consumers actually trust. Once macro headwinds ease and the games stop, the rerate will be violent. Let the analysts keep clowning around. Long-term investors? They’re quietly loading up while the jokers perform on stage. For instance: UBS last year drumming the beat of lowering targets, now the largest holder, Disclaimer: This article is for informational and entertainment purposes only and does not constitute financial advice. The views expressed are the author's personal opinions and should not be considered as recommendations to buy or sell any securities. Always do your own research or consult with a licensed financial advisor before making investment decisions. The author may hold a position in the securities discussed.  XXXXX engagements  **Related Topics** [nio](/topic/nio) [narratives](/topic/narratives) [faster](/topic/faster) [$nio](/topic/$nio) [tesla](/topic/tesla) [stocks consumer cyclical](/topic/stocks-consumer-cyclical) [stocks bitcoin treasuries](/topic/stocks-bitcoin-treasuries) [Post Link](https://x.com/jan_dekkers/status/1946325388927623452)
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jan dekkers @jan_dekkers on x 1151 followers
Created: 2025-07-18 21:45:08 UTC
$NIO: Analysts, What a Joke — Here's the Reality
Let’s talk about analysts for a second, the so-called “experts” who slap downgrades on $NIO while ignoring the bigger picture. These are the same people who flip their targets faster than a pancake when Tesla moves 5%. They’ve become a running joke, spewing out shallow takes and self-serving narratives to protect positions or feed hedge fund agendas.
Meanwhile, NIO is Actually Delivering While analysts chase headlines, NIO is building. They’re not tweeting empty promises or hyping vaporware, they’re scaling battery swapping, launching new models, and expanding internationally. The L90 launch just dominated Chinese social media, and yet analysts were nowhere to be found. Where was their insight when lines formed at dealerships? When customers were swapping batteries faster than any charging network can dream of?
Battery-as-a-Service (BaaS): Completely Misunderstood. Let’s not even start on how analysts consistently misunderstand or undervalue NIO’s Battery-as-a-Service model. They call it “confusing” or “risky” when it’s actually brilliant: lower upfront car prices, recurring revenue, and flexibility for the user. Tesla can’t replicate that with its fixed-pack design.
NIO Stock: Pressured by Shorts, Not Fundamentals You want to know why $NIO has traded under $5? It’s not about earnings or product quality. It’s about market manipulation, options pressure, and herd-following analyst downgrades. Fundamentals? Laughable. NIO still holds billions in cash, improved gross margins, and a growing delivery base.
Long-Term View: Mispriced and Underestimated NIO is more than a car company. It's an energy platform, a smart mobility innovator, and a brand that Chinese consumers actually trust. Once macro headwinds ease and the games stop, the rerate will be violent.
Let the analysts keep clowning around. Long-term investors? They’re quietly loading up while the jokers perform on stage.
For instance: UBS last year drumming the beat of lowering targets, now the largest holder,
Disclaimer: This article is for informational and entertainment purposes only and does not constitute financial advice. The views expressed are the author's personal opinions and should not be considered as recommendations to buy or sell any securities. Always do your own research or consult with a licensed financial advisor before making investment decisions. The author may hold a position in the securities discussed.
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Related Topics nio narratives faster $nio tesla stocks consumer cyclical stocks bitcoin treasuries