$NIO Inc.(NIO)$ Nio is ahead of the demand Curve. The mass market still hasn’t catch up. $Li Auto(LI)$ has just been satisfying the current market demand. While they sell a good number the market is now screaming out loud about their Poor quality and lack of sophistication. This will cause irreversible damage to the brand.. once this effect has come full cycle, it will be Time for$NIO Inc.(NIO)$ Nio to shine!!
$NIO Inc.(NIO)$ NIO leads the Battery Swap and owes the operating licenses and patents. They will make tonnea of $$ selling their "software" and services to all other manufacturers wjo wants to do Battery Swaps. If you have not considered how big this is, just think of franchise businesses like Macdonald or the MS clouds..
$NIO Inc.(NIO)$ What is more important is the source of the revenue. If the vehicle margin is positive, going into +- 10%. I still think NIO is on the right track spend on building infrastructure and other moats.
$NIO Inc.(NIO)$ I recalled someone comparing the market to a drunken sailor. Just when everyone thought he is Going down, he stayed up waiving. But when everyone thought he is going to make it out safe, he fell flat. So the reverse is also correct? he stays depressed for so long that everyone thought he will never going to make it up ever again. Just when everyone gave up and walked off, he jumped up and sped off.
$NIO Inc.(NIO)$ I just came upon a very positive news that no one seems to talk about at all. "Delek Motors to Introduce NIO and Battery Swap Technology in Israel". Although may or may not result in significant sales. It shows the value of a company like #NIO. it's full spectrum of EV products and related services. Distributors in smaller markets can simply plug and play.. The potential for Nio to sell globally is just becoming more real..