To The Moon

$NIO Inc.(NIO)$ been holding since 2021 👏

$NIO Inc.(NIO)$   I’m calling it bearish near term. Here’s why: • That $1B share offering? Classic dilution play. How many times can you keep milking shareholders before trust runs out? • Deliveries in Q2 hit 72k (+25% YoY), but revenue only rose 9%. Growth is already lagging behind the hype. • Gross margin at 10% is embarrassing compared to Tesla (18%) and BYD (20%+). Vehicle margin even declined vs last year — proof the EV price war is crushing them. • Net loss was still ~US$700M in Q2. With losses like that, “profitability” sounds like a fairytale. • Sure, they’ve got US$3.8B in cash, but at this burn rate they’ll be back for more handouts soon. The stock keeps choking in the $6–7 range, and unless bulls pull

$NIO Inc.(NIO)$   I’m calling it bearish near term. Here’s why: • That $1B share offering? Classic dilution play. How many times can you keep milking shareholders before trust runs out? • Deliveries in Q2 hit 72k (+25% YoY), but revenue only rose 9%. Growth is already lagging behind the hype. • Gross margin at 10% is embarrassing compared to Tesla (18%) and BYD (20%+). Vehicle margin even declined vs last year — proof the EV price war is crushing them. • Net loss was still ~US$700M in Q2. With losses like that, “profitability” sounds like a fairytale. • Sure, they’ve got US$3.8B in cash, but at this burn rate they’ll be back for more handouts soon. The stock keeps choking in the $6–7 range, and unless bulls pull

$NIO Inc.(NIO)$ been holding since 2021 👏