$Lucid Group Inc(LCID)$  lucid trading at 8x sales. But chinese counter part trading at 1x sales. Who is overvalued or who is undervalued. Let buy NIO too! 

$NIO Inc.(NIO)$  i hope nio will give a santa rally this month. Of course they need to meet their 30k target, so each week insurance registration is crucial. If by 2nd week, there is problem reaching the target, then the stock will crash. It doesnt bode well with their 10 anniversary. I hope they know consquences. Stock crashing on 10th anniversary is a big JOKE

$NIO Inc.(NIO)$  decemeber is nio day + 10 years anniversary, can you imagine if they published a guidance saying that they cant meet q4 targert ? It will be a BIGGEST joke of the year. I suspect they will do the best and top up the difference using onvo pre existing order.. so dont be surprise we will have onvo at 13k, nio at 17k-ish by end of the month. Of course, the best outcome is onvo 10k, nio 20k. 

$NIO-SW(09866)$  NIO day is coming. 10th anniversary. I feel this is the turning point for nio. 3.5 years of bear market in china. Macro environment is picking up, so will the CN equities! Believe in nio. Foundamentally , they are improving and learning from past mistakes. Nio might appear slow in delivieres but they are fastest in the infrastructure which lays the foundations to be in the EV games for the next decade. If i want disqualify a ev company, i wont expel nio because of their moat in power grid ,battery swap and alliance partners. 

$NIO Inc.(NIO)$  nio definitely has a strong moat. 3 brands, battery as a service, swap, upgradable battery, premium branding, i think the time has come. Just be patience for a few more months. Once it start delivering >30k. All lights will be on nio. Power grid is also a rev stream + skyOS is a strong strong point ! 

$Li Auto(LI)$  why li auto free cash flow is just 1.3b usd while nio has 6.0b? 

$LI AUTO-W(02015)$  because when u look at li vis nio and xpeng, they lack the technological in their car, is just a transition they r profitable, slowly their market share will be eaten up with no serious new technological development 

$NIO-SW(09866)$  is a golden opportunity for Nio. Next year nio will be impressive. Mgt is transparent in their accounting. They could have put the capex as intangible asset , but instead they expensed off. CYVN bought at $7-8/share. Now is $4.50. No brainer to buy it, rem china stimulus will raise all boats ! And sentiment on nio is already at the bottom. In persective they are not doing that bad. Any tiny bit of good news will send the stocks to soar+nio day is round the corner. Conclusion: diamond hand and hold on to the stocks! 

$NIO Inc.(NIO)$  something is wrong with GOLDMAN SACS, how come they are buying the stocks when they downgrade to $4. A joke 

$BABA-W(09988)$  what is your average price of baba ? 

$XPENG-W(09868)$  i will only give xpeng a ps ratio of say 1.2 times. Li auto was 1.2time. Nio was 1.0. Have a ps ration of 2.28 for xpeng is not normal at the present valaution. No dbt product is improving bur not the extend. 

$NIO Inc.(NIO)$  my analysis. Revenue expect to increase by 80% in 2025 and with China determination to simulate the economy next year. I see lots of potential in NIO. p/s ratio is at historical low of 0.98. Imagine sale increase by 80% next year, i can only imagine the stock price willincrease by 80% using the same ps ratio. If global investor give higher valu!tion to china equities stock (in nio) say to 1.5 to 2 times ps ratio (could be more. Nio median is 3 times). I can foresee by end of 2025 , sp will reach $12 To $16 end 2025. It is no brainer that sale will increase as nio sets the brands right. And POSTIVE Cash flow just move things forwards much easier. Cash is king ! Rem nio main operation is in china a

I bet on nio given how the mgt says abt 2025 growth.

$NIO Inc.(NIO)$  the ceo and cfo during live. 2026 to be profitable. 2025 net loss to narrow. Delivery to double in 2025 with firefly, onvo, nio.vehicle margin at 15% to 20%. Very strong committment by NIO