JackJackson
08-22

$NIO Inc.(NIO)$ Currently it’s looking like NT3.0 Nio and Onvos are the future. We have glimpses of firefly spy shots but really zero idea what the business is going to be like around firefly because it is weird as shit. Nio with increased price improving margin and sustained volume + ramped up Onvo will eliminate losses. Won’t say we reach profit 2025 but we will see a much clearer path to profitability into 2025, and see the cumulative r&d start cooking mid year.

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