To The Moon

$NIO Inc.(NIO)$ $Tesla Motors(TSLA)$  Went down to Tesla, NIO and ONVO stores today to check out the cars in person. Managed to experience the all new Model Y L, ES8, Firefly, L90, L60 and test drove ET9. Here are some of my thoughts. 1. Tesla Model Y L is really underwhelming compared to the 6-seater competition in China. Interior is really bare. The 3rd row is relatively cramped, floor is raised. My head was 1-2 fingers away from the glass (I'm 1.8M) 2. ES8 feels premium and spacious. The interior feels very welcoming. The sound system is amazing. Third row is more roomy than Model Y L. Frunk is huuuuge. 3. Firefly looks a lot better in real life. It's a lot more spacious than the mini. 4.

$NIO Inc.(NIO)$   NIO ran from $3 to almost $7 in just a few months. That shows the stock still has momentum power in the short term. Traders can play the swings. But long term, the story looks weak: • Still not profitable, keeps burning cash. • Competition in China EV market is too strong (BYD, Li Auto, Tesla). • Survival depends a lot on government support and subsidies. • Every time it rallies, sellers come in around $6–7. So short-term bulls may catch a bounce, but the bigger picture looks bearish to me. 🧸

$NIO Inc.(NIO)$ $Tesla Motors(TSLA)$  Went down to Tesla, NIO and ONVO stores today to check out the cars in person. Managed to experience the all new Model Y L, ES8, Firefly, L90, L60 and test drove ET9. Here are some of my thoughts. 1. Tesla Model Y L is really underwhelming compared to the 6-seater competition in China. Interior is really bare. The 3rd row is relatively cramped, floor is raised. My head was 1-2 fingers away from the glass (I'm 1.8M) 2. ES8 feels premium and spacious. The interior feels very welcoming. The sound system is amazing. Third row is more roomy than Model Y L. Frunk is huuuuge. 3. Firefly looks a lot better in real life. It's a lot more spacious than the mini. 4.

$NIO Inc.(NIO)$   NIO ran from $3 to almost $7 in just a few months. That shows the stock still has momentum power in the short term. Traders can play the swings. But long term, the story looks weak: • Still not profitable, keeps burning cash. • Competition in China EV market is too strong (BYD, Li Auto, Tesla). • Survival depends a lot on government support and subsidies. • Every time it rallies, sellers come in around $6–7. So short-term bulls may catch a bounce, but the bigger picture looks bearish to me. 🧸