$NIO Inc.(NIO)$ While Li Auto and XPEV missed on Q1 and gave weak Q2 guidance, NIO actually doubled its earnings and deliveries for Q1. They're also forecasting over 62% higher deliveries for Q2 compared to Q2 2025. Looks like NIO is set to take share from Tesla, XPEV, Li Auto, and others in China for the rest of 2026.
$Tesla Motors(TSLA)$ If Tesla had charging stations at every location like Chipotle and McDonald's... what would one share be worth then? $5000 or $10.000 by 2050?
$NIO Inc.(NIO)$ The manipulation isn't over yet, but it's getting close. As long as the $Tesla Motors(TSLA)$ bubble trades around 400, we're still in manipulation mode.
From an objective standpoint, the sole reason I anticipate $NIO Inc.(NIO)$ has not surged significantly is likely due to the latest quarter's financials not yet being audited. Profitability remains profitability. In the near term, $NIO Inc.(NIO)$ should perform quite well. Over the longer run, if we observe consecutive profitable quarters, the share price could potentially reach a two to three year high.
$Tesla Motors(TSLA)$ Did you know that Grok replaces a program from Bloomberg that costs 20,000 and gets stock news before others? Now, Grok does it just as fast or even faster, and it is free. It updates you as soon as the news hits the wire.
$Tesla Motors(TSLA)$ "but the Semi is so expensive, it won't sell" ā that's quite amusing. I'd lean towards running some TCO calculations; it really is a no-brainer.