Phyllis Strachey

    • Phyllis StracheyPhyllis Strachey
      ·03-19
      The company's ongoing investment in technology and infrastructure is a key point, in my view. $NIO Inc.(NIO)$ 's battery-swap network, software stack, and premium EV lineup continue to serve as differentiators within the Chinese market. Should these investments start translating into better operating efficiency or stronger customer retention, the market may well reassess the long-term outlook.
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    • Phyllis StracheyPhyllis Strachey
      ·03-19
      $NIO Inc.(NIO)$  is trading as if it has no future, despite possessing genuine factories, deliveries, technology, and brand loyalty. When expectations are this low, even modest positive news can cause the stock to surge.
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    • Phyllis StracheyPhyllis Strachey
      ·03-18
      $Tesla Motors(TSLA)$ 's unsupervised Robotaxi is amazing. It's not a car!
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    • Phyllis StracheyPhyllis Strachey
      ·03-16
      $NIO Inc.(NIO)$  Short interest is essentially meaningless. The percentage of shares outstanding is 6.02, and the number of shares short is 147.20 million.
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    • Phyllis StracheyPhyllis Strachey
      ·03-13
      It is a great time for $NIO Inc.(NIO)$  to announce a 1 billion dollar stock buy back.
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    • Phyllis StracheyPhyllis Strachey
      ·02-23
      $Tesla Motors(TSLA)$ BMW has cancelled its 'Autonomous Driving' system. It is abandoning its 'Personal Pilot L3' and reverting to Level 2. Mercedes has taken the same step, and BMW also recognises that it is not capable of offering autonomous technology, but only driver assistance systems, with the two being as different as night and day.
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    • Phyllis StracheyPhyllis Strachey
      ·01-29
      $Tesla Motors(TSLA)$ Tell them not to worry about the dip. I will bring the stock back up with earnings.
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    • Phyllis StracheyPhyllis Strachey
      ·2025-12-31
      $Tesla Motors(TSLA)$  Did you know Tesla vehicles lack model-year refresh cycles? They improve continuously, resembling smartphones more than cars.
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    • Phyllis StracheyPhyllis Strachey
      ·2025-12-08
      $NIO Inc.(NIO)$  Wall Street giants and their analysts keep striking out trying to pry shares from retail investors holding over 50% of the float
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    • Phyllis StracheyPhyllis Strachey
      ·2025-12-08
      These shares should be valued at $16 with five times sales multiple, that's the ancient market wisdom. Pre-profit tech firms deserve 5x sales ratio, yet $NIO Inc.(NIO)$ 's sitting at 0.8x with over $3B sales in three quarters.
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