NIO Inc (NIO)

Company losses is the elephant in the room…

Repeat of Q1 2025 earnings report. Pumped then dumped.

Short of a partnership or merger, if a 2 X increases in vehicle sales volume by late August prior to q2 earnings doesn’t materialize NIO will revisit the $3.00s.
Q2 Losses will again be monumental.
Q3 earnings will be the turning point if WW3 isn’t in full force.

That $4.40 resistance is holding like a dam.

Motley Fool, "Why It's Time For Nio to Go Big" https://www.fool.com/investing/2025/07/17/why-its-time-for-nio-to-go-big/ $NIO

$NIO NIO (NIO) Sees 25% Q2 Delivery Surge; Investors Hope It's More Than a One-Off

Days of PPS gains erased by shorts in minutes… theft by manipulation.

You don’t read my posts… evidently.

Then sell and get out already.

Of course they are...look at the RSI.

NIO products just aren’t in market demand.

Shorts are correct in seeing a looming disaster.

NIO needed to double deliveries at current levels starting last quarter. Nothing but excuses when every new model fails to save the company. Bottom line NIO just can’t sell enough of their products to avoid a dilution financial disaster.

Pump and slump… ample time for manipulation leading into Q2 earnings and dilution. JP Morgan is notorious for market manipulation. $5.90

Shorts are marching in. All they need is a small negative number to strike, like weekly sales.

They’re here…

$NIO Stock Board @ https://ir.nio.com/

I hope we don't get wrapped up in this crap too.

Right! Evidently just more bullshit.

Pump the skunk manipulation just like Q1. Same playbook different quarter.
I didn’t see any real indication of reduced spending in Q2. Q3 should have an acceptable loss to revenue ratio. Hopefully enough to avoid excessive dilution.

NIO is spinning off its chip business, likely in March

I thought we were going to be saved from dilution via chip spinoff?

Predatory companies… China's Chery, BYD may have to repay subsidies after audit finds irregularities
BYD, Chery Among Carmakers Found to Have Claimed Extra Subsidies
https://www.bloomberg.com/news/articles/2025-07-11/byd-chery-among-carmakers-found-to-have-claimed-extra-subsidies
China's industry regulator found that carmakers including BYD Co. and Chery Automobile Co. claimed electric vehicle subsidies they didn’t actually qualify for during the five years that started in 2016, with the amounts coming to more than 864 million yuan.
Chery was found to have applied for some 240 million yuan of funding for around 8,760 EVs and hybrids that didn’t qualify, while 143 million yuan for roughly 4,900 cars BYD sold were removed from the ledger.

Delivery numbers tomorrow.
I expect the recent CCP televised segments shedding a positive light on NIOwill help turn around the Chinese consumers negative sentiment caused by years of shorting syndicate and predatory company social media misinformation.

Conflicting statements…?

The main reason for the exclusion of the Shenji chip from Onvo vehicles is the limited production capacity.

NIO has expressed openness to supplying its chips to other automakers after spinning off its chip business,

I expect a repeat of the Q1 pump going into Q2 earnings. Q2 will be another disappointment. I have ample shares but will add if the Q2 earnings report causes a massive short manipulated sell off. Q2 earnings and dilution will likely kill off the PPS long position momentum and staying power .
The shorts made bank with their Q1 strategy. Q2 is being set up for a repeat.

$5.60 price target. Still has room

I'm HOLDING $NIO To $100+
Nio shares have rallied on the heels of the company's product and technology launch for the Onvo L90 last week.
The official launch for the Onvo L90 is expected by the end of the month, with deliveries expected on Aug. 1.
https://www.benzinga.com/trading-ideas/movers/25/07/46391131/nio-stock-continues-to-climb-whats-going-on

Make that 11%

Ripping in HK now.....up 9%.

We got left at the alter.

Just how pervasive is the disregard for NIO?

The article completely ignores the leading battery swap company in China. This is no oversight.
Swappable EV batteries let you 'refuel' in just 100 seconds
How CATL's Choco-SEB technology is making electric cars as fast to refuel as gasoline
By Kurt Knutsson, CyberGuy Report Fox News
Published July 12, 2025 5:00am EDT

https://www.foxnews.com/tech/swappable-ev-batteries-let-you-refuel-just-100-seconds.amp

2025 NIO ONVO L90 EV FirstLook

Too bad Billy didn't leave us much margin for profitability.

NIO Looks to Shatter 3-Row SUV Market with ONVO L90

NIO has just brought a new vehicle model to market, via its new-ish family-oriented brand, ONVO. The model is the ONVO L90. It’s a large, 3-row SUV. NIO indicates that it is a high-end model, but the starting price for the large SUV is just RMB 279,900 (~$39,000). You can also buy it with the Battery as a Service (BaaS) option, with a starting price of RMB 193,900 (~$27,000).

NIO argues that the ONVO L90 “redefines value” in its vehicle class.

$NIO Nio launches low cost USD $16,770 Firefly hatchback with swappable battery https://thedriven.io/2025/04/21/nio-launches-low-cost-firefly-hatchback-with-swappable-battery/

Leaning on employees to make up for stupid management decisions is risky. More may leave than they anticipate. It also is a desperate move as it looks like they aren't willing to cut in other areas.

Prototypes of Nio's fifth-generation battery swap station will be ready by the end of the third quarter, and after that it will be reliability validation and mass production readiness, said Nio president Qin Lihong at a media round table.

Maybe NIO is serious about becoming profitable.
Regarding the rumored layoffs, Shen Fei said that it was not called layoffs, but the
adjustment and optimization of the personnel team to match market changes.
Li Bin said that NIO is promoting basic business units internally, and everything it does must create value for users, and if it cannot create value, it should not be done; all employees are in operation, and sales are just a process, and they must be responsible for the overall operation of the business. On these two foundations, some colleagues have left the company actively or passively, and the internal staff are also very reluctant.

I am actually feeling a hint of optimism. Profit without additional dilution means everything. These spin-off companies are leaving a CCP stench that could prevent NIO from becoming profitable without additional dilution.. We get the dilution and the CCP gets guaranteed profits. It could be payback for the CCP bailout. Who knows. These spin-offs aren’t transparent. I suspect we are being scammed by the CCP.

With his ugly beard?

5 Awards for NIO & Firefly

https://cleantechnica.com/2025/07/09/5-awards-for-nio-firefly

Double success at the Red Dot Award and three honors at the German Brand Award
NIO and Firefly recognized for innovation and design excellence
Holistic, user-focused approach to product and brand design earns accolades

NIO, a global smart electric vehicle company, has secured five major accolades for its NIO and Firefly brands. At this year’s Red Dot Award, NIO achieved two distinctions. Additionally, NIO was honored once and Firefly twice by the esteemed jury of brand and communication experts at the German Brand Award 2025. These recognitions underscore the innovative strength and design excellence of both brands. Their holistic, user-centric approach to product and brand design continues to impress. The Red Dot Award ranks among the world’s most renowned design competitions, while the German Brand Award is a prestigious honor for outstanding brand management.

NIO Mitch hit a 4 bagger today!

Billy Lie giving the store away yet again.

6 seat lux L90 for $27K BaaS is insane.

Supreet Matta
@SupreetMatta
Starting from 279,900 yuan = $39k USD = AUD$ 60k
Starting from even less with Battery lease option:
193,900 yuan = US $27k
RWD (570km cltp, 456HP) and AWD (605km, 590HP)
- NT 3.0 platform, compatible w/ nio battery swap
- airbags till 3rd row
- loaded with safety like AEB 240 degrees
- Fits 6 adults (183cm), plus 7 20 inch suitcases.
- frunk open on knock & have anti pinch
- soft close doors
0-100: 4.7s (5.9s RWD)
- smooth stop
- Lightweight: 2250kg RWD, 2360kg AWD
- air suspension: 100mm
- Sky OS
- Smart gaurd mode
- Neo Smart driving
- Brilliant HUD
- Front and back speakers can play separate media.
- Facial recognition profiles with Smart actions

Wut?

NIO $NIO Delivers 24,925 Vehicles in June 2025, Up 17.5% Year-Over-Year https://finance.yahoo.com/news/nio-nio-delivers-24-925-051914465.html

AIF25 NIO Firefly
Created entirely with digital workflows and a spirit of experimentation, Firefly was built from scratch with a young audience in mind—focusing on personalization, connectivity, and smart simplicity. The session explores how the team developed an entirely new design language using Autodesk tools to rapidly iterate and visualize ideas across design domains.

The lying slime ball pos is misleading investors again by saying “for NIO’s battery swap business to become profitable, 300 swaps per station per day is needed”.
YouTube “Stock Predictions”
He has to be on someone’s payroll.



NIO's battery swap stations are expected to break even when they average 60-70 swaps per day. This is the point where the revenue from swaps covers the operational costs and depreciation of the station.

Why The L90 Will Replicate Firefly Sales And Huge Partnership Yet Again

The Onvo (formerly known as Nio's sub-brand, "Firefly") L90 is expected to see sales success comparable to the Firefly brand and potentially benefit from a significant partnership. A recent YouTube video suggests that the L90, a full-size electric SUV, will leverage the brand recognition and sales momentum established by Firefly while also exploring a major partnership. This could mean the L90 will be a key player in NIO's overall sales strategy, mirroring Firefly's initial success.

$NIO es6 https://www.nio.com/es6

The only thing that will get NIO in the black and keep it from destroying itself is to fire Billy Lie. He is the most incompetant CEO I have ever watched. His decisions and spending are so egregious that a high school business student would not make the same mistakes Li has. He is a wrecking ball bashing his idiocy against an otherwise great car/tech company. He has ZERO concern for cash burn and doesn't give a fuk how many investors He destroys. He needs to get a paper route and leave managing a big company to the adults.

Now we know why NIO is pushing incentives for BaaS customers to make payments through a bank.

What P failed to mention… used car dealers should know better than to buy a vehicle that isn’t operable. It is no different than buying a vehicle from someone that hasn’t fully paid for aftermarket tires and rims on the vehicle.
In general, if you buy a vehicle with unpaid tires and rims, the original buyer of those tires and rims is responsible for the debt.
Here's why:
Security Interest: The company that financed the tires and rims likely has a "security interest" in them. This means they have the right to reclaim the tires and rims if the original buyer fails to pay.

MrPee’s side hustle.
Slime ball
The Shocking Truth About NIO Car Depreciation | Owners Beware! - NIO stock.

?? Never said I thought there was one on the way. Just said they will need to do one to get this stock share count down. Still looks like its bleeding to me.

Oil is up worldwide. EV's will come back in play https://www.bloomberg.com/energy $NIO