Is it going to go for another run today?

Thoughts on today? Ending on 🟩 or 🟥

Like it or not.

Nio Q1, ES9, L80, and everything else gone straight out the window and become redundant. If Nio misses a beat, the stock is going to go down! All these people who've joined the Nio clang within the last year are finally seeing this never-ending loop around the $5-$6! People aren't buying Nio. They see more potential in other Ev's. bUT!!! If Nio can clear their debt to capital and reduce it as they are doing, but keep this momentum going to the end of 2026 as stated by Nio themselves. Then that's when the tables will turn. Unfortunately, it's 7 months away and you never know what's round the corner. Whether it's nio themselves or personally, just hang on because you won't regret it!!!!!

Why descending ?

Can’t we have a little bit of upward consistency in the price? 😭

Back at $6

Glad I picked some more up at the end of last week, think we know our bottom :)

May 2026 Delivery Update

- 37,705 vehicles were delivered in May 2026, increasing by 62.3% year-over-year - 150,526 vehicles were delivered year-to-date in 2026, increasing by 68.7% year-over-year - Cumulative deliveries reached 1,148,118 as of May 31, 2026

Nio ES8 delivers 11,475 units in May

- Nio ES8 delivers 11,475 units in May, topping 10,000 for the 7th consecutive month - Cumulative deliveries of the ES8 reached 69,688 units in the January-May period, accounting for 46.30% of Nio Inc's total deliveries. - The ES8 is a rare new model in the Chinese market that maintains strong sales for more than half a year after its launch.

37,705 deliveries

37,705 vehicles were delivered in May 2026, increasing by 62.3% year-over-year. 150,526 vehicles were delivered year-to-date in 2026, increasing by 68.7% year-over-year Cumulative deliveries reached 1,148,118 as of May 31, 2026

Let's see.

My last 2 monthly delivery predictions were wrong. So this time, I'm going to safeguard myself and say 27k to 45k this month. 🤔

Good read and info.

NIO Inc. 7 hours ago NIO 2026-2030 $180 1 NIO: From automaker to energy infrastructure The monthly chart shows a classic long-term capitulation and recovery setup. After collapsing from over $60 to around $3–5, NIO appears to be forming a multi-year rounded bottom pattern. The key resistance level remains approximately $21.74, highlighted by the blue horizontal line. A breakout above this level would represent a major shift in market structure and sentiment. The projected upside shown on the chart suggests a move back toward the $25–30 range, representing roughly 300–500% upside from current levels if execution continues. Fundamentals have changed The market once valued NIO primarily as a cash-burning EV startup. Q1 2026 data shows a significant transition: * Non-GAAP Net Income: $6.3M profit * Gross Profit: $704.4M * Revenue: $3.7B * Cash Reserves: $7.0B * Year-over-Year Growth: 98%+ The biggest change is psychological: * Investors feared dilution. * Investors feared cash burn. * Investors feared survival. * The conversation is gradually shifting toward profitability, scale, and operating leverage. The market may still be valuing NIO incorrectly Most investors continue to value NIO as an automaker. The opportunity emerges if NIO is actually becoming: * An energy infrastructure company. * A battery platform company. * A grid-balancing company. * A software and services company. China’s energy transition creates a massive tailwind * China is rapidly electrifying transportation to reduce dependence on imported oil. * Roughly 60% of China’s electricity generation now comes from non-fossil and renewable/low-carbon sources, making electrification increasingly strategic. * Every EV connected to the grid becomes part of a larger energy ecosystem. Battery swap is more than convenience * NIO operates: * 3,916 Battery Swap Stations * 5,010 Charging Stations * 28,806 Charging Piles * Most investors view battery swap as a customer convenience feature. * The bigger opportunity is energy management. Battery stations could become grid assets Battery swap stations contain large battery inventories. These batteries can potentially: * Charge during periods of low demand. * Absorb excess renewable energy. * Reduce strain during peak demand. * Provide frequency balancing services. * Support local grid stability. * In certain situations: * NIO could charge batteries when electricity prices are near zero. * NIO could get paid to absorb excess renewable generation. * NIO could discharge value back into the grid when power is scarce. * This transforms swap stations from operating expenses into revenue-generating energy assets. Battery-as-a-Service changes the economics Battery-as-a-Service (BaaS) separates: * Vehicle ownership. * Battery ownership. * This lowers upfront vehicle cost. * Creates recurring subscription revenue. * Builds long-term customer relationships. * Creates predictable cash flow streams. * In the world’s largest EV market, recurring energy revenue may eventually become more valuable than one-time vehicle sales. The hidden scaling effect * Vehicle sales drive adoption. * Battery swaps drive utilization. * Utilization drives profitability. * Every additional vehicle increases: * Swap station usage. * Subscription revenue. * Energy services revenue. * Software monetization opportunities. * Once infrastructure is built, incremental usage can carry significantly higher margins than selling another vehicle. The strategic moat * One of the most overlooked developments is NIO’s decision to open its battery swap technology ecosystem. * NIO has shared battery swap standards and partnerships with 15+ manufacturers, allowing more vehicles to potentially utilize the network. * This is similar to: * Visa building payment rails. * Amazon building cloud infrastructure. * Railroads building transportation networks. * The goal is not necessarily to sell every vehicle. * The goal is to own the infrastructure every vehicle uses. Why sentiment could shift dramatically Bear case: * “NIO burns cash.” * “NIO needs more financing.” * “Battery swap is too expensive.” Bull case: * NIO is profitable. * Revenue growth is accelerating. * Infrastructure is already deployed. * Other revenue streams are growing. * The energy platform is becoming increasingly valuable. The long-term thesis * Cars may be the revenue driver today. * Energy infrastructure may become the profit driver tomorrow. * If NIO successfully becomes: * A battery subscription platform, * A grid-balancing participant, * A renewable energy storage network, * And the backbone of China’s battery swap ecosystem, then the market may eventually stop valuing NIO as an automaker and start valuing it as a critical component of China’s future energy infrastructure. * The chart suggests sentiment has moved from maximum pessimism. * The fundamentals suggest operational execution is improving. * The real question is whether investors are still analyzing NIO as a car company while it is quietly evolving into an energy platform. The biggest opportunity may not be the vehicles NIO sells. It may be the energy network that every future EV plugs into

Demand up to September!

Li Bin: The order performance of ES9 exceeded expectations, especially the order proportion of the Signature Edition and Horizon Special Edition, which "far exceeded internal expectations."