HenryHoward
04-09

$NIO Inc.(NIO)$ The rotation of the shorts is as follows

1. NIO does not sell many cars. Answer> has the largest market share in the category of the cars it manufactures!

2. NIO burns cash Answer> curious but everyone is ready to give her cash whenever she needs it. (why?)

3. Battery swap stations is a bad idea Answer>: For six months now all the major car manufacturers, energy companies and governments of China have been making agreements with it to jointly develop battery swap stations (they must all be dumb)

4. The Chinese economy is not doing well Answer> Chinese economy is not doing well with 5% growth 56% debt to GDP but USA is doing great with 2.5% growth and 97% debt to GDP (laughable)

Buy and hold

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