To The Moon

Onvo has 1800 : ) . Total nio 5,900. Expect to hit higher in december. 

$NIO-SW(09866)$  NIO day is coming. 10th anniversary. I feel this is the turning point for nio. 3.5 years of bear market in china. Macro environment is picking up, so will the CN equities! Believe in nio. Foundamentally , they are improving and learning from past mistakes. Nio might appear slow in delivieres but they are fastest in the infrastructure which lays the foundations to be in the EV games for the next decade. If i want disqualify a ev company, i wont expel nio because of their moat in power grid ,battery swap and alliance partners. 

$NIO Inc.(NIO)$  nio definitely has a strong moat. 3 brands, battery as a service, swap, upgradable battery, premium branding, i think the time has come. Just be patience for a few more months. Once it start delivering >30k. All lights will be on nio. Power grid is also a rev stream + skyOS is a strong strong point ! 

$Li Auto(LI)$  why li auto free cash flow is just 1.3b usd while nio has 6.0b? 

$LI AUTO-W(02015)$  because when u look at li vis nio and xpeng, they lack the technological in their car, is just a transition they r profitable, slowly their market share will be eaten up with no serious new technological development 

$NIO-SW(09866)$  is a golden opportunity for Nio. Next year nio will be impressive. Mgt is transparent in their accounting. They could have put the capex as intangible asset , but instead they expensed off. CYVN bought at $7-8/share. Now is $4.50. No brainer to buy it, rem china stimulus will raise all boats ! And sentiment on nio is already at the bottom. In persective they are not doing that bad. Any tiny bit of good news will send the stocks to soar+nio day is round the corner. Conclusion: diamond hand and hold on to the stocks! 

Agreed. 

But goldman sac is buying nio stocks in the hk market. Did we miss something ? 

$NIO Inc.(NIO)$  something is wrong with GOLDMAN SACS, how come they are buying the stocks when they downgrade to $4. A joke 

Is a joke, if is sell, why are they holding so much shares. Only reason: when price drops, they want to get more chips in their pocket, they know this stock is very much undervalued especially with poistive free cash flow now