103027647 : firefly can sell 100k a month just see how they can ramp up .2026 will be able to sell one million EV. a year .firefly will be in big demand as swappable battery and low cost but will initial huge cost to build the swap station for firefly.with battery inspection regulations coming buyer will see the advantages of swap battery not worry about degration

103027647 : this company need to sell million to profit .now highest ev spending but low sale number so difficult to profit .CEO need spend money factory not on sale admin fee and rnd .one quarter spending on rnd and sale cost can build two factory .ceo want act like tesla number 1 instead of focus on real production.thus will face a lot of cancellations if buyer cant the govt subsidy

103027647 : with second factory double shift sale will go up for onvo .maybe 40k onvo a month plus nio 15k .maybe can break even

103027647 : model y also need time to ramp up same with onvo and firefly .at least they start selling budget friendly EV and penetrate to Tesla and byd market

103027647 : nio lost 760million USD .xpeng have hugely reduced loss to 200million.revenue is useless unless U profit

103027647 : did they buy ?

103027647 : lost 750  million USD again hopeless

103027647 : short already short for last two week .they will buy from panic sellers to cover low

103027647 : problem with CEO like to rnd a lot of nonsense thing to lose money and wide spread build nio house and swap in tariff hit continent like europe.paying bomb rental n price for this overseas sunbsairy in USA and Europe .just mgmt problem hire a lot of onvo staff instead of using nio staff to sell create competitions between two product this nio start to drop whole onvo increase.too many sale admin cost opening 1000 onvo store .build more swap etc .now onvo user complain not enough swap so mgmt force to build more thus heavy expenditure again .end of day only do some dilution to prevent bankrupt .look good on surface but burn investor finger thus ballie give up on nio maybe theu sell nio and buy some solid company better.instead of hearing losses 700 million USD and CEO give excuse like he not perfect.change nio CEO to li auto or xpeng CEO share price can double or triple easily all rubbish heavy investment will be cut off.instead  of focuss non core business like phone ,chip .tsmc may not able to sell below 7nm chip to Chinese companies .

103027647 : not sure is onvo included if so very low

103027647 : nio going bad to worse exceeded by newcomer