Gnin personal page - To The Moon

Gnin

Gnin

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2021-09-15

$IFAST CORPORATION LTD.(AIY.SI)$yay! Any one knows What's the push?

2021-09-08

$SHENG SIONG GROUP LTD(OV8.SI)$jeeezzzzz... Do I have to wait for the next cb to happen

2021-09-07

$IFAST CORPORATION LTD.(AIY.SI)$sell and buy, sell and buy

2021-09-07

$DBS GROUP HOLDINGS LTD(D05.SI)$better here than in dbs savings account.

2021-08-31

$Tesla Motors(TSLA)$gogogo

2021-08-13

Patience

2021-08-11

$UBS Group AG(UBS)$is this a good stock?

2021-08-11

$Pfizer(PFE)$how long will the uptrend continue?

2021-08-11

$DBS GROUP HOLDINGS LTD(D05.SI)$why's it going down today...

2021-08-10

$DBS GROUP HOLDINGS LTD(D05.SI)$cool

2021-08-04

$Tesla Motors(TSLA)$up more

2021-08-03

$Tesla Motors(TSLA)$holddd

2021-08-02

$Tesla Motors(TSLA)$how far will it go?

2021-08-02

$Tesla Motors(TSLA)$way to go!!

2021-07-30

$Micron Technology(MU)$go!

2021-07-30

Good to know that

Re-Evaluating NIO After Its 30% Drop

2021-07-29

$Technology Select Sector SPDR Fund(XLK)$whats a good price to enter

2021-07-29

$Ford(F)$way to go!

2021-07-28

This looks good. What's a good price to enter

2021-07-28

$Pfizer(PFE)$come on

Go to Tiger App to see more news

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Motors(TSLA)$holddd","images":[{"img":"https://static.tigerbbs.com/7de0c772febdaff21f37f8ee6a59c4cc","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/807026831","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":804909324,"gmtCreate":1627914253068,"gmtModify":1703497821945,"author":{"id":"3572347995213492","authorId":"3572347995213492","name":"Gnin","avatar":"https://static.tigerbbs.com/d11be8ab64daf9f8f4d1ebb064243ebb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572347995213492","idStr":"3572347995213492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>how far will it go?&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>how far will it go?&nbsp;","text":"$Tesla Motors(TSLA)$how far will it go?","images":[{"img":"https://static.tigerbbs.com/8e1abcf47e89ef631f97daa2cf0abfb2","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/804909324","isVote":1,"tweetType":1,"viewCount":272,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":805759329,"gmtCreate":1627908887061,"gmtModify":1703497635395,"author":{"id":"3572347995213492","authorId":"3572347995213492","name":"Gnin","avatar":"https://static.tigerbbs.com/d11be8ab64daf9f8f4d1ebb064243ebb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572347995213492","idStr":"3572347995213492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>way to go!!&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a>way to go!!&nbsp;","text":"$Tesla Motors(TSLA)$way to go!!","images":[{"img":"https://static.tigerbbs.com/fb9510863ea584d15827928a105ca7df","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/805759329","isVote":1,"tweetType":1,"viewCount":209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806679817,"gmtCreate":1627655462339,"gmtModify":1703494260234,"author":{"id":"3572347995213492","authorId":"3572347995213492","name":"Gnin","avatar":"https://static.tigerbbs.com/d11be8ab64daf9f8f4d1ebb064243ebb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572347995213492","idStr":"3572347995213492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>go!","listText":"<a href=\"https://laohu8.com/S/MU\">$Micron Technology(MU)$</a>go!","text":"$Micron Technology(MU)$go!","images":[{"img":"https://static.tigerbbs.com/ee22e69202d2820c914314d78e6691d9","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/806679817","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":806644153,"gmtCreate":1627655331772,"gmtModify":1703494256288,"author":{"id":"3572347995213492","authorId":"3572347995213492","name":"Gnin","avatar":"https://static.tigerbbs.com/d11be8ab64daf9f8f4d1ebb064243ebb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572347995213492","idStr":"3572347995213492"},"themes":[],"htmlText":"Good to know that","listText":"Good to know that","text":"Good to know that","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806644153","repostId":"1166392380","repostType":4,"repost":{"id":"1166392380","pubTimestamp":1627635559,"share":"https://ttm.financial/m/news/1166392380?lang=&edition=fundamental","pubTime":"2021-07-30 16:59","market":"us","language":"en","title":"Re-Evaluating NIO After Its 30% Drop","url":"https://stock-news.laohu8.com/highlight/detail?id=1166392380","media":"seekingalpha","summary":"Shares of NIO have dropped sharply in July.NIO’s sell-off accelerated this week amid Beijing’s hardening crackdown on multiple business sectors.However, NIO operates in a non-monopolistic market which is heavily supported by the government and is fundamentally different from sectors that Beijing has targeted lately with its antitrust agency.NIO will continue to grow sales rapidly and the risk of government intervention in the EV market is low.Shares of Chinese electric vehicle maker NIO  have dr","content":"<p><b>Summary</b></p>\n<ul>\n <li>Shares of NIO have dropped sharply in July.</li>\n <li>NIO’s sell-off accelerated this week amid Beijing’s hardening crackdown on multiple business sectors.</li>\n <li>However, NIO operates in a non-monopolistic market which is heavily supported by the government and is fundamentally different from sectors that Beijing has targeted lately with its antitrust agency.</li>\n <li>NIO will continue to grow sales rapidly and the risk of government intervention in the EV market is low.</li>\n <li>The market panic creates a buy-the-dip opportunity.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/05996145af51693fcf4685e329a5a345\" tg-width=\"1536\" tg-height=\"1026\" width=\"100%\" height=\"auto\"><span>https://www.facebook.com/PlargueDoctor//iStock via Getty Images</span></p>\n<p>Shares of Chinese electric vehicle maker NIO (NIO) have dropped considerably this week as Beijing's crackdown on different business sectors escalated. However, the Chinese market for electric vehicles has the full policy support of Beijing and local governments. The risk profile appears to be heavily skewed to the upside, and I am going to explain why.</p>\n<p><b>China's crackdown</b></p>\n<p>It all started with the crackdown on cryptocurrencies a few months ago when Chinese regulators forbade financial institutions to offer crypto-related services to its customers. Since then, the crackdown has widened and Beijing is using its anti-monopoly agency, the State Administration for Market Regulation, to rein in monopolistic enterprises. Tencent (OTCPK:TCEHY), China's Facebook (FB), was just forced by the SAMR to&nbsp;give up its exclusive music copyrights&nbsp;within 30 days. Ride-hailing firm DiDi(NYSE:DIDI), China's Uber Technologies (UBER), saw its app&nbsp;pulled from app stores&nbsp;earlier this month - which is likely related to&nbsp;its overseas stock listing- and Alibaba, China's Amazon (AMZN), was hit with a&nbsp;$2.8B fine for abusing its market dominance&nbsp;in E-commerce a few months ago. The crackdown widened this week after Chinese regulators banned&nbsp;paid tutoring in the education sector&nbsp;and forbade raising capital abroad. Beijing's government actions roiled the Chinese stock market, including shares of firms like NIO that are not directly affected by the crackdown.</p>\n<p><b>The Chinese EV market is growing extremely fast and has no monopolistic structure</b></p>\n<p>The Chinese market for electric vehicles looks very different than the market for search, social media or E-commerce where a few very large corporations control nearly the entire market. NIO, XPeng (XPEV) and Li Auto (LI) are all relative small Chinese makers of electric vehicles that are unlikely to attract any kind of antitrust action. While BYD (OTCPK:BYDDF) is one of the larger EV companies in China regarding size and revenues, NIO and its two closest rivals, XPeng and Li Auto, are relatively small.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a19dc7f865853a65956c1b0eab25f2c7\" tg-width=\"635\" tg-height=\"582\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>NIO, XPeng and Li Auto are selling just a few thousand vehicles a month each. NIO sold 8,083 vehicles in June 2021, showing growth of 116% Y/Y, but NIO and its EV rivals are not anywhere near dominating the market for electric vehicles. China sold 1.3M electric vehicles in 2020, representing 41% of all EV sales globally. China is by far the largest market for electric vehicles and it has the largest EV stock. Sales for battery-powered and hybrid passenger cars soared to almost 5M in 2020 in an industry that is seeing momentum and accelerating delivery growth of EVs.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/773b6ddd478dbeeff322569bb93ac92f\" tg-width=\"718\" tg-height=\"386\" width=\"100%\" height=\"auto\"><span>(Source: The International Council On Clean Transportation)</span></p>\n<p>In 2021, China could see 1.9M EV sales, indicating near-50% Y/Y growth. NIO will deliver just short of 100,000 EVs in 2021 - based on&nbsp;my delivery projections for FY 2021- which would give NIO a market share for new EV sales of less than 5 percent. About 10% of new car sales in China are EVs, a percentage that according to BYD founder Wang Chuanfu could&nbsp;rise to 70% within the decade. This estimate, however, may even be on the low end as EV deliveries really started to skyrocket in FY 2021. Plug-in sales are surging in China and the market is seeing accelerating uptake as all Chinese EV makers add new models to their EV line-ups.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0cce9674e002abb9c5e70eef33e97b68\" tg-width=\"913\" tg-height=\"442\" width=\"100%\" height=\"auto\"><span>(Source: InsideEVs)</span></p>\n<p><b>Government is actively supporting Chinese EV makers</b></p>\n<p>There is another major difference between the market NIO operates in and the markets Beijing is cracking down on to correct monopolistic behavior. As opposed to the tech sector, for example, the Chinese government actively initiated policies that support the industry. Accelerating EV adoption is an explicit policy goal that Beijing and Chinese municipalities pursue through various means, and these goals tie in with the government's plan to be carbon-neutral by 2060. Because of this, Beijing wants to see 20% of new vehicle sales to be electric by 2025 which explains why the adoption of zero-emission vehicles is heavily supported by local governments. Municipalities and big Chinese cities set incentives for EV adoption by offering purchase subsidies as well as other perks.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50881259b29247848accd997405610c4\" tg-width=\"1004\" tg-height=\"616\" width=\"100%\" height=\"auto\"><span>(Source: IEA Global Energy Outlook)</span></p>\n<p>Since Beijing is heavily supporting Chinese EV makers and the market is non-monopolistic, the risk of seeing government intervention in this sector of the economy is really, really low.</p>\n<p><b>Overreaction creates an opportunity to engage</b></p>\n<p>After NIO's 30% drop since June, every dollar put into NIO buys more growth. All Chinese EV makers dropped hard since June and the sell-off affected NIO as well as its rivals. Shares of NIO dropped 9% on Tuesday and the EV maker now has the lowest year-to-date return of its rivals.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcf95f86d85e0fe227eb608c0e80e558\" tg-width=\"635\" tg-height=\"450\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>Due to the market's overreaction to Beijing's antitrust actions that are limited to markets with monopolistic structures, NIO's sales growth is now also 30% cheaper. NIO could see at least 100% delivery growth in FY 2021 and the&nbsp;BaaS revenue opportunity&nbsp;is the key differentiating factor that sets NIO apart from the competition.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fb4101fdf02c82855a6db3912c525d5b\" tg-width=\"907\" tg-height=\"411\" width=\"100%\" height=\"auto\"><span>(Source: Author)</span></p>\n<p><b>Risks with NIO</b></p>\n<p>Government intervention is generally a risk in the second-biggest economy, but I don't believe it is a big risk for NIO. The biggest risk for NIO, by far, is slowing revenue and delivery growth rates which could spark a revaluation of the EV maker and result in a lower sales multiplier factor. A more serious risk for NIO and other car brands, short term, is the semiconductor shortage that is lowering factory output. NIO&nbsp;lowered its production guidance&nbsp;earlier this year and guided for a rebound in the second half of the year. If the chip supply shortage lasts longer than expected and starts to take a bite out of NIO's delivery growth in 2021, NIO's stock could face more pressure and skew the risk profile to the downside. A widening regulatory crackdown in China that involves, for whatever reason, small EV makers (possible, but not probable) would mean that a fundamental revaluation of NIO is needed.</p>\n<p><b>Final thoughts</b></p>\n<p>This is a buy-the-dip opportunity because the market appears to be overreacting to China's antitrust actions. Tencent's market is very different than NIO's market (Tencent has a monopoly) and NIO's electric vehicle business has the explicit support of Beijing. Policy goals to accelerate EV adoption tie in with Beijing's climate change goals and favor NIO's growth. Additionally, NIO is an extremely small car brand based on revenues and it should not attract any kind of harmful government interference.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Re-Evaluating NIO After Its 30% Drop</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRe-Evaluating NIO After Its 30% Drop\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-30 16:59 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4442460-reevaluating-nio-after-its-30-percent-drop><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nShares of NIO have dropped sharply in July.\nNIO’s sell-off accelerated this week amid Beijing’s hardening crackdown on multiple business sectors.\nHowever, NIO operates in a non-monopolistic ...</p>\n\n<a href=\"https://seekingalpha.com/article/4442460-reevaluating-nio-after-its-30-percent-drop\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NIO":"蔚来"},"source_url":"https://seekingalpha.com/article/4442460-reevaluating-nio-after-its-30-percent-drop","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166392380","content_text":"Summary\n\nShares of NIO have dropped sharply in July.\nNIO’s sell-off accelerated this week amid Beijing’s hardening crackdown on multiple business sectors.\nHowever, NIO operates in a non-monopolistic market which is heavily supported by the government and is fundamentally different from sectors that Beijing has targeted lately with its antitrust agency.\nNIO will continue to grow sales rapidly and the risk of government intervention in the EV market is low.\nThe market panic creates a buy-the-dip opportunity.\n\nhttps://www.facebook.com/PlargueDoctor//iStock via Getty Images\nShares of Chinese electric vehicle maker NIO (NIO) have dropped considerably this week as Beijing's crackdown on different business sectors escalated. However, the Chinese market for electric vehicles has the full policy support of Beijing and local governments. The risk profile appears to be heavily skewed to the upside, and I am going to explain why.\nChina's crackdown\nIt all started with the crackdown on cryptocurrencies a few months ago when Chinese regulators forbade financial institutions to offer crypto-related services to its customers. Since then, the crackdown has widened and Beijing is using its anti-monopoly agency, the State Administration for Market Regulation, to rein in monopolistic enterprises. Tencent (OTCPK:TCEHY), China's Facebook (FB), was just forced by the SAMR to give up its exclusive music copyrights within 30 days. Ride-hailing firm DiDi(NYSE:DIDI), China's Uber Technologies (UBER), saw its app pulled from app stores earlier this month - which is likely related to its overseas stock listing- and Alibaba, China's Amazon (AMZN), was hit with a $2.8B fine for abusing its market dominance in E-commerce a few months ago. The crackdown widened this week after Chinese regulators banned paid tutoring in the education sector and forbade raising capital abroad. Beijing's government actions roiled the Chinese stock market, including shares of firms like NIO that are not directly affected by the crackdown.\nThe Chinese EV market is growing extremely fast and has no monopolistic structure\nThe Chinese market for electric vehicles looks very different than the market for search, social media or E-commerce where a few very large corporations control nearly the entire market. NIO, XPeng (XPEV) and Li Auto (LI) are all relative small Chinese makers of electric vehicles that are unlikely to attract any kind of antitrust action. While BYD (OTCPK:BYDDF) is one of the larger EV companies in China regarding size and revenues, NIO and its two closest rivals, XPeng and Li Auto, are relatively small.\nData by YCharts\nNIO, XPeng and Li Auto are selling just a few thousand vehicles a month each. NIO sold 8,083 vehicles in June 2021, showing growth of 116% Y/Y, but NIO and its EV rivals are not anywhere near dominating the market for electric vehicles. China sold 1.3M electric vehicles in 2020, representing 41% of all EV sales globally. China is by far the largest market for electric vehicles and it has the largest EV stock. Sales for battery-powered and hybrid passenger cars soared to almost 5M in 2020 in an industry that is seeing momentum and accelerating delivery growth of EVs.\n(Source: The International Council On Clean Transportation)\nIn 2021, China could see 1.9M EV sales, indicating near-50% Y/Y growth. NIO will deliver just short of 100,000 EVs in 2021 - based on my delivery projections for FY 2021- which would give NIO a market share for new EV sales of less than 5 percent. About 10% of new car sales in China are EVs, a percentage that according to BYD founder Wang Chuanfu could rise to 70% within the decade. This estimate, however, may even be on the low end as EV deliveries really started to skyrocket in FY 2021. Plug-in sales are surging in China and the market is seeing accelerating uptake as all Chinese EV makers add new models to their EV line-ups.\n(Source: InsideEVs)\nGovernment is actively supporting Chinese EV makers\nThere is another major difference between the market NIO operates in and the markets Beijing is cracking down on to correct monopolistic behavior. As opposed to the tech sector, for example, the Chinese government actively initiated policies that support the industry. Accelerating EV adoption is an explicit policy goal that Beijing and Chinese municipalities pursue through various means, and these goals tie in with the government's plan to be carbon-neutral by 2060. Because of this, Beijing wants to see 20% of new vehicle sales to be electric by 2025 which explains why the adoption of zero-emission vehicles is heavily supported by local governments. Municipalities and big Chinese cities set incentives for EV adoption by offering purchase subsidies as well as other perks.\n(Source: IEA Global Energy Outlook)\nSince Beijing is heavily supporting Chinese EV makers and the market is non-monopolistic, the risk of seeing government intervention in this sector of the economy is really, really low.\nOverreaction creates an opportunity to engage\nAfter NIO's 30% drop since June, every dollar put into NIO buys more growth. All Chinese EV makers dropped hard since June and the sell-off affected NIO as well as its rivals. Shares of NIO dropped 9% on Tuesday and the EV maker now has the lowest year-to-date return of its rivals.\nData by YCharts\nDue to the market's overreaction to Beijing's antitrust actions that are limited to markets with monopolistic structures, NIO's sales growth is now also 30% cheaper. NIO could see at least 100% delivery growth in FY 2021 and the BaaS revenue opportunity is the key differentiating factor that sets NIO apart from the competition.\n(Source: Author)\nRisks with NIO\nGovernment intervention is generally a risk in the second-biggest economy, but I don't believe it is a big risk for NIO. The biggest risk for NIO, by far, is slowing revenue and delivery growth rates which could spark a revaluation of the EV maker and result in a lower sales multiplier factor. A more serious risk for NIO and other car brands, short term, is the semiconductor shortage that is lowering factory output. NIO lowered its production guidance earlier this year and guided for a rebound in the second half of the year. If the chip supply shortage lasts longer than expected and starts to take a bite out of NIO's delivery growth in 2021, NIO's stock could face more pressure and skew the risk profile to the downside. A widening regulatory crackdown in China that involves, for whatever reason, small EV makers (possible, but not probable) would mean that a fundamental revaluation of NIO is needed.\nFinal thoughts\nThis is a buy-the-dip opportunity because the market appears to be overreacting to China's antitrust actions. Tencent's market is very different than NIO's market (Tencent has a monopoly) and NIO's electric vehicle business has the explicit support of Beijing. Policy goals to accelerate EV adoption tie in with Beijing's climate change goals and favor NIO's growth. Additionally, NIO is an extremely small car brand based on revenues and it should not attract any kind of harmful government interference.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":808892542,"gmtCreate":1627567733286,"gmtModify":1703492560567,"author":{"id":"3572347995213492","authorId":"3572347995213492","name":"Gnin","avatar":"https://static.tigerbbs.com/d11be8ab64daf9f8f4d1ebb064243ebb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572347995213492","idStr":"3572347995213492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XLK\">$Technology Select Sector SPDR Fund(XLK)$</a>whats a good price to enter","listText":"<a href=\"https://laohu8.com/S/XLK\">$Technology Select Sector SPDR Fund(XLK)$</a>whats a good price to enter","text":"$Technology Select Sector SPDR Fund(XLK)$whats a good price to enter","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/808892542","isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":801209018,"gmtCreate":1627517058634,"gmtModify":1703491401016,"author":{"id":"3572347995213492","authorId":"3572347995213492","name":"Gnin","avatar":"https://static.tigerbbs.com/d11be8ab64daf9f8f4d1ebb064243ebb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572347995213492","idStr":"3572347995213492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/F\">$Ford(F)$</a>way to go!&nbsp;","listText":"<a href=\"https://laohu8.com/S/F\">$Ford(F)$</a>way to go!&nbsp;","text":"$Ford(F)$way to go!","images":[{"img":"https://static.tigerbbs.com/1304d1615ff353e1aaa93bb79a08ef8d","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801209018","isVote":1,"tweetType":1,"viewCount":240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":801304271,"gmtCreate":1627481721593,"gmtModify":1703490845723,"author":{"id":"3572347995213492","authorId":"3572347995213492","name":"Gnin","avatar":"https://static.tigerbbs.com/d11be8ab64daf9f8f4d1ebb064243ebb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572347995213492","idStr":"3572347995213492"},"themes":[],"htmlText":"This looks good. What's a good price to enter","listText":"This looks good. What's a good price to enter","text":"This looks good. 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Do I have to wait for the next cb to happen","images":[{"img":"https://static.tigerbbs.com/1bd91051ea3cc5a10a91425b64e849e0","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/880788479","isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581576839798351","authorId":"3581576839798351","name":"airui","avatar":"https://static.tigerbbs.com/649373f766e45b35900d7f00f5129f3e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3581576839798351","authorIdStr":"3581576839798351"},"content":"heighten alert coming soon. dun worry","text":"heighten alert coming soon. dun worry","html":"heighten alert coming soon. dun worry"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":156509125,"gmtCreate":1625228165767,"gmtModify":1703738835673,"author":{"id":"3572347995213492","authorId":"3572347995213492","name":"Gnin","avatar":"https://static.tigerbbs.com/d11be8ab64daf9f8f4d1ebb064243ebb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572347995213492","authorIdStr":"3572347995213492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPCE\">$Virgin Galactic(SPCE)$</a>can go up today?&nbsp;","listText":"<a href=\"https://laohu8.com/S/SPCE\">$Virgin Galactic(SPCE)$</a>can go up today?&nbsp;","text":"$Virgin Galactic(SPCE)$can go up today?","images":[{"img":"https://static.tigerbbs.com/4d783b74c2aa9b323bfe7a59d8d5906a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/156509125","isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":180939237,"gmtCreate":1623167650229,"gmtModify":1704197625209,"author":{"id":"3572347995213492","authorId":"3572347995213492","name":"Gnin","avatar":"https://static.tigerbbs.com/d11be8ab64daf9f8f4d1ebb064243ebb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572347995213492","authorIdStr":"3572347995213492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>can we hit 25 tonight","listText":"<a href=\"https://laohu8.com/S/CLOV\">$Clover Health Corp(CLOV)$</a>can we hit 25 tonight","text":"$Clover Health Corp(CLOV)$can we hit 25 tonight","images":[{"img":"https://static.tigerbbs.com/c036652921bd0fca9f3508a04ffc621a","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/180939237","isVote":1,"tweetType":1,"viewCount":21,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":150950220,"gmtCreate":1624883946960,"gmtModify":1703846950205,"author":{"id":"3572347995213492","authorId":"3572347995213492","name":"Gnin","avatar":"https://static.tigerbbs.com/d11be8ab64daf9f8f4d1ebb064243ebb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572347995213492","authorIdStr":"3572347995213492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPCE\">$Virgin Galactic(SPCE)$</a>pls behave","listText":"<a href=\"https://laohu8.com/S/SPCE\">$Virgin Galactic(SPCE)$</a>pls behave","text":"$Virgin Galactic(SPCE)$pls behave","images":[{"img":"https://static.tigerbbs.com/9234f6ea75a47f0abd7c70fa617fc2cf","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/150950220","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":126337523,"gmtCreate":1624544184662,"gmtModify":1703839947628,"author":{"id":"3572347995213492","authorId":"3572347995213492","name":"Gnin","avatar":"https://static.tigerbbs.com/d11be8ab64daf9f8f4d1ebb064243ebb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572347995213492","authorIdStr":"3572347995213492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TRCH\">$Torchlight Energy Resources(TRCH)$</a>don't get this merger at all. 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Any one knows What's the push?","images":[{"img":"https://static.tigerbbs.com/463a30ecebc53cc2b254885e5f4eb0b1","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/882699458","isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":880067005,"gmtCreate":1631001737707,"gmtModify":1676530439022,"author":{"id":"3572347995213492","authorId":"3572347995213492","name":"Gnin","avatar":"https://static.tigerbbs.com/d11be8ab64daf9f8f4d1ebb064243ebb","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572347995213492","authorIdStr":"3572347995213492"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>sell and buy, sell and buy","listText":"<a href=\"https://laohu8.com/S/AIY.SI\">$IFAST CORPORATION LTD.(AIY.SI)$</a>sell and buy, sell and 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