Info Share by a Nio investor

$NIO Inc (NIO.US)$ I hear lots of people crying about share price and delivery But delivery is only one part of the grand scheme for Nio. Battery networks if planning correctly could be a major money making machine when China rolling out battery swap mandates. So far no one come close to Nio BaaS technology and their joint ventures. Among these joint ventures produce annually 1.6 millions cars plus Nio. These contract signed and dated last year but nothing happen overnight. It will take at least two years for these companies to rollout their battery swap EV. Key words to remember is Battery Health Test in 2025, there will be lots of EV won’t meet battery health safety and require to replace their batteries which will push people to think of battery swap first when making decision of buying new EV. Look at the last report there are many things to be excited margin is up, delivery also up, Nio running much leaner and less fat, cash flow POSITIVE and cash reserve should last for another 10 quarters. PS ratio for Nio less than 1 compare to other EV at 3-8 like Tesla. Shorts and manipulation and capitulation are all signs of weak retail are selling out. Pay more attention to the dollar strength once its fall back to earth Chinese equity will soars again, in time for Nio turn positive.
If you invested in Nio you should know by now that the pendulum swing is massive and fast. The picture below is where we are at and not much down from here. Diamond hands I hear and feel ya because I am in the same boat. Haters GTFOH, shorts enjoy your last month of rally. See y’all in 2026!!!!