$NIO Inc (NIO.US)$ Production was impacted last quarter by c...

$NIO Inc(NIO.US)$ Production was impacted last quarter by chip constraints (production constrained at 8k/mo vs actual capacity of 12.5k/mo). This quarter seems constraints are improving, but now hit by downtime from Both the China floods and Germany flood, though also now improving.

Once production is back to 100% and Nio can satisfy all the demand that is pouring in (order booking keeps growing, see earnings transcript), and we get a huge delivery guide, showing the true underlying demand, the stock will go to the moon.