$NIO Inc.(NIO)$ Things are heating up.

The thesis is getting harder to ignore:

✅ Driver-assist upgrade rolling out to 700K+ vehicles — reads tidal lanes & overhead signs in real time, no HD maps needed, AI inference ~20% faster.

✅ ES9 flagship is on fire — 25K+ non-cancellable orders, sold out 8-17 weeks deep.

✅ Deutsche Bank sees Q2 non-GAAP profit +304% QoQ, bumps 2026 target to HK$86.

✅ 2nd straight quarter of non-GAAP profitability, gross margin expanding to ~19%.

✅ 450K delivery forecast for 2026 (+38% YoY).

The Pentagon "military list" noise? NIO called it unjustified — it's not a sanctions list and doesn't touch the business or the stock.

Fundamentals are doubling. The share price is still napping.

Not financial advice.