To The Moon

$蔚来(NIO)$  🉑

Are u still buying EV stocks? Most of the EV companies remain unprofitable and they are still burning more cash to build up on their infrastructure and expansion. A few EV companies (Lordstown Motors, Proterra) have declared bankruptcy recently and the next potential in line is probably EV start-up company Fisker. The share price has tumbled more than 25% in pre-market. Furthermore, the ongoing price war is likely to hurt their profit margin even further and they are likely to remain unprofitable in the near future. Like most new industries, eventually only a few companies would emerge victorious! . Unlike BYD, Tesla or Li Auto, most EV companies clearly have issues scaling up their production significantly. The competition in the EV market has intensified as numerous traditional car marke

Great start of the day [Miser]   $Coinbase Global, Inc.(COIN)$  $Tiger Brokers(TIGR)$  $XPeng Inc.(XPEV)$  $NIO Inc.(NIO)$  $Meta Platforms, Inc.(META)$  

$NIO Inc.(NIO)$ $NIO Inc.(NIO.SI)$ $NIO-SW(09866)$ Don’t believe what I say, Do your homework. Is It a Dead Cat Bounce? Some analysts remain cautious. They believe that while the recent positive developments are encouraging, NIO’s long-term performance remains uncertain. The company needs to consistently increase delivery volume over time to prove sustainability NIO’s growth plans, including the launch of its flagship sedan (ET7) and upgraded versions of existing EVs, look promising. However, investors should consider ongoing supply and cost concerns Wall Street analysts exhibit mixed opinions. While some rate NIO as a “hold,” others s

$NIO Inc.(NIO)$ $NIO Inc.(NIO.SI)$ $NIO-SW(09866)$ A tech company with revenues and no profit, trades at 5 X Sales. $7.5 B = $37.5 B divided by 2.34 B = $17.86. NIO should be trading over $17 by any metric. The banks talked NIO down far below its enterprise value and disconnected the SP from the real value. NIO would cost $135 BILLION to replicate. It has a $12B Market Cap. Huge upside here

$NIO Inc.(NIO)$ $NIO Inc.(NIO.SI)$ $NIO-SW(09866)$ What are your predictions for Nio deliveries for the week ending today? My best guess is 5200. Anything over 4500 will likely be a catalyst sending Nio back up near 6 or maybe beyond. And with Onvo launching this week, it's possible we could see Nio jump over 7. Longer-term, so many positive forces in Nio's business will create tailwinds for the stock as well.

$NIO Inc.(NIO)$ $NIO Inc.(NIO.SI)$ $NIO-SW(09866)$ Onvo will probably boost the share price quite a bit as will a return to the neighborhood of 5000 deliveries a week, which has a decent likelihood of happening as soon as this week. When Nio bumps up its monthly sales over 20K a month, that will be a huge catalyst as well. As for tarfiffs, they could have a marginal effect on the stock price, but as long as Nio continues to increase deliveries, that will not be an issue.

$NIO Inc.(NIO)$ $NIO Inc.(NIO.SI)$ $NIO-SW(09866)$ Why potential U.S. tariffs on Chinese EVs won't slow down Nio's growth:1) Nio doesn't sell cars here yet;2) China may well retaliate in such a way that Tesla's deliveries in China diminish significantly, which could help Nio a lot;3) Nio could partner with an American company, which would allow Nio to sell its cars here without a tariff;4) Nio's primary growth driver will be an increase in sales in China itself and parts of Europe;5) The introduction of Onvo will be a catalyst for a dramatic increase in deliveries; and6) Nio has built an infrastructure that will help it grow its busine

⬆ $BYD(01211)$ - The NEV producers’ ranks changed a lot in April. GAC began to sell batteries to outside new energy vehicle producers. Kuaishou’s GMV increased by 420% YoY during the Labor Day. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/china-consumption-weekly-13-may-2024-guangzhou-auto-nio-calt-kuaishou-trip-com-seres?utm_source=tiger_community By Ming Lu, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/ming-lu?utm_source=tiger_community On BYD (01211):- https://www.smartkarma.com/entities/byd-co-ltd-h?utm_source=tiger_community

Tech Stocks: Inflation Hedge or Bubble? A new survey reveals that some investors view large-cap US tech stocks not only as bets on innovation but also as potential inflation hedges. While gold, traditionally considered a safe haven, remains the top choice for 46% of respondents, nearly a third prefer tech giants. This reflects the growing dominance of companies like $NVIDIA Corp(NVDA)$  ,$Amazon.com(AMZN)$ , and$Meta Platforms, Inc.(META)$  in the US economy, leading to stable profits and resilience during market downturns. Trading Opportunities: Chinese EV Stoc