Roger

@NIONenad Moat of BaaS is real. I'm betting on a paradigm shift at some point. Painful though, I agree.

I was told $NIO would run once they hit profitability. Well, they’ve been profitable for two consecutive quarters now and the share price has gone down. So now what? What greater catalyst can there possibly be? Congratulations to me for picking a winner. What do I get?

@NIONenad Not enough people outside of China know what $NIO is about.

$NIO would go to double digits today if it were any other stock.

@iamsohot2020 I'll follow you, but I won't be buying more anytime soon.

@N2O2inc check my posts and watch for my Buy signal

Brutal last 5 days of trading for $NIO before earnings. Tell me momentum is about to change.

Big buyers after hours...

@jan_dekkers Big buys after hours. Smart money?

This might be a cheap way to get into $NIO

@tribalvinyl80 I am not, but I appreciate your concern.

@N2O2inc Hope you’re not on margin.

@jan_dekkers We have some real skeptics, Jan. Onward and upward.

I give it a 75% chance x.com/jan_dekkers/st…

@Chalaaki Agree

@N2O2inc Let's be realistic..even if we get double beat..EPS will be marginal which is great for a company turning things around..but critics attention shifts to full year. NIO should only be looked from long term lens from here for growth..last 5 years is all foundations

@tribalvinyl80 I own 160k shares of the one that swaps batteries. Pay attention yourself asshat.

@N2O2inc Why are you looking only at NIO? Every Chinese EV including BYD is down huge post Trump China visit. Pay attention .

@AOC Almost turned it off before the epic comeback!

AND the Knicks won too LFG!!! 🏀🏀🏀

@TheAtlantic @onlyyoontv @MichaelSchuman This photo looks like Banksy art. How ironic.

Trump’s visit to China was meant to establish stability after a decade of trade wars and acrimonious one-upmanship—but instead, it highlighted how the balance of power is tipping away from Washington, @MichaelSchuman argues. theatlantic.com/international/…

@NIONenad $NIO let's ride some momentum into Q1 earnings.

$NIO

@NIOBigHouse Brutal

$NIO over 1,100,000+ vehicles SOLD up 71% and were sitting below the IPO price on a day with monthly sales up 23% y/y. Make this make sense!?!💀🤯

@jan_dekkers Li is the opposite of arrogant. Humble, in fact.

He GGBone, Thank you for this masterclass in confident certainty. It’s rare to see someone pack so many opinions into one post while mistaking personal taste for investment thesis. Allow me to return the $NIO favor with a spoonful of irony. 1. On CEO “arrogance” You’re upset that William Li said #NIO can do what Tesla does? How dare a founder believe in his own company! The horror. Meanwhile, Elon Musk once called his own SEC fines “worth it” for a tweet, promised full self-driving every year since 2016, and named a car “Model S Plaid” after a Spaceballs joke. But sure, Li is the arrogant one. Also, pointing out that Li was an early Tesla customer is like saying “Shakespeare once read someone else’s sonnet.” That’s called research. You know, learning from the market leader before trying to beat them. Irony: You’re mocking him for doing exactly what smart CEOs do. 2. On battery swapping vs. solid-state - Ah, the classic “solid-state will kill swapping” argument delivered with the same certainty people had in 2015 that hydrogen was the future. Let’s check the calendar: solid-state batteries are still 5–10 years away from mass production at scale (if ever), and even then, they don’t magically make swapping useless. Swapping gives NIO a current advantage: 3-minute refueling, lower upfront cost via BaaS (Battery as a Service), and no range anxiety. When solid-state arrives, NIO can simply design swappable solid-state packs. Their stations aren’t “stranded assets” - they’re modular real estate with grid connections. Meanwhile, Tesla’s 4680 cells were supposed to be magic, and yet… here we are. Irony: You’re betting on a future technology to kill a present solution, while ignoring that NIO can adopt the same future tech. 3. On marketing “flashiness” You find NIO’s marketing “off-putting.” I find Tesla’s “simplicity” to be just another word for “no customer service, secret price cuts that anger existing owners, and a website that charges you $250 for a configuration change.” NIO’s “flashy” tactics include actual human service (NIO Houses, mobile repair trucks, 24/7 roadside). Tesla’s “transparent” process? Try getting a human on the phone after your panel gaps swallow a quarter. Irony: You confuse minimalism with virtue, when it’s often just cost-cutting dressed up as elegance. 4. On macro and geopolitical risk - Yes, geopolitics is real. But you’re acting like NIO is the only EV company facing it. Tesla has a factory in Shanghai that produces more than half its global output - that same geopolitical knife cuts both ways. BYD, Geely, and XPeng all face identical risks. NIO’s “unproven” brand overseas? They launched in Norway, Germany, the Netherlands, Sweden, and Denmark - not exactly easy markets. And they’re using subscription models to avoid direct tariff pain. Is it risky? Absolutely. But calling it “one of the worst” because of risks that apply to the entire Chinese EV sector is like saying “this umbrella is terrible because rain exists.” 5. The final irony - You don’t understand why investors are interested in NIO. Let me help: A premium brand in China (not discount-bin like some others). A battery-swapping network that’s already built and operating (not a PowerPoint). A CEO who hasn’t melted down on Twitter or called rescue divers “pedo guys.” A subscription model that lowers entry price for consumers. NIO might fail. The stock might go to zero. But your reasons are a mix of vibe-based criticism, techno-punditry, and a nostalgia for a Tesla that hasn’t existed since the Model 3 ramp. So please, keep your “weakest name” analysis coming. Just don’t be surprised when the market ignores your feelings as thoroughly as you ignore nuance. Yours ironically, A NIO holder who has also read a balance sheet

@jan_dekkers $NIO gaining today. Awareness seems to be improving.

#𝗡𝗜𝗢 𝗦𝘂𝗿𝗴𝗲𝘀 𝗼𝗻 𝗖𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲, 𝗚𝗿𝗼𝘄𝘁𝗵, 𝗮𝗻𝗱 𝗮 𝗕𝗿𝗲𝗮𝗸𝗼𝘂𝘁 𝗦𝗲𝘁𝘂𝗽 - 𝗜𝗕𝗗 𝗦𝗶𝗴𝗻𝗮𝗹𝘀 𝗮 𝗧𝘂𝗿𝗻𝗶𝗻𝗴 𝗣𝗼𝗶𝗻𝘁 Shares of $NIO are starting to behave very differently, and according to a recent report from Investor's Business Daily, the shift is being driven by something the market hasn’t seen in years: credible execution paired with real confidence from leadership. 𝗖𝗘𝗢 𝗖𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲 𝗜𝘀 𝗗𝗿𝗶𝘃𝗶𝗻𝗴 𝘁𝗵𝗲 𝗡𝗮𝗿𝗿𝗮𝘁𝗶𝘃𝗲 𝗦𝗵𝗶𝗳𝘁 At the center of the move is William Li, who made it clear he expects NIO to hit its 40% to 50% delivery growth target in 2026. That’s not just optimistic language, it’s backed by numbers: • 2025 deliveries: 326,028 vehicles • 2026 implied target: ~456,000 to ~489,000 vehicles Even more important, Q1 already showed momentum: • 83,465 deliveries • +98% year-over-year growth This isn’t theoretical growth anymore, it’s happening now. 𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝗖𝘆𝗰𝗹𝗲: 𝗘𝗦𝟴 𝗥𝗲𝗳𝗿𝗲𝘀𝗵 + 𝗘𝗦𝟵 𝗟𝗮𝘂𝗻𝗰𝗵 NIO’s next leg up is being powered by a strong product cycle. 𝗙𝗹𝗮𝗴𝘀𝗵𝗶𝗽 𝗣𝘂𝘀𝗵 𝗜𝗻𝘁𝗼 𝗣𝗿𝗲𝗺𝗶𝘂𝗺 𝗦𝗨𝗩𝘀 • Updated NIO ES8 targets the high-end luxury EV segment • New NIO ES9 priced around ¥528,000 (~$77K) The ES9 is expected to debut publicly at the Beijing International Automotive Exhibition before full launch and deliveries ramp into mid-2026. This positions NIO directly against: • Mercedes-Benz • BMW • High-end Chinese EV competitors like BYD and Geely 𝗠𝘂𝗹𝘁𝗶-𝗕𝗿𝗮𝗻𝗱 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝘆 𝗘𝘅𝗽𝗮𝗻𝗱𝗶𝗻𝗴 𝗠𝗮𝗿𝗸𝗲𝘁 𝗥𝗲𝗮𝗰𝗵 NIO is no longer a single-brand story: • Firefly → entry-level / affordable EVs • Onvo → mass-market positioning • NIO core brand → premium/luxury This tiered approach mirrors what legacy automakers have done for decades, and gives NIO coverage across multiple price segments, not just the luxury niche. 𝗘𝘅𝗽𝗼𝗿𝘁𝘀: 𝗦𝗺𝗮𝗹𝗹 𝗧𝗼𝗱𝗮𝘆, 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗰 𝗧𝗼𝗺𝗼𝗿𝗿𝗼𝘄 IBD highlights a weak spot, but also an opportunity. • March exports: 103 vehicles • 2026 forecast: “several thousand units” Right now, exports are negligible. But strategically, they matter because: • China EV competition is intensifying • International markets = margin expansion + brand diversification If exports scale, it becomes a second growth engine, not just incremental volume. 𝗣𝗿𝗼𝗳𝗶𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆 𝗕𝗿𝗲𝗮𝗸𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗜𝘀 𝗖𝗵𝗮𝗻𝗴𝗶𝗻𝗴 𝘁𝗵𝗲 𝗦𝘁𝗼𝗿𝘆 One of the most important underreported catalysts: NIO recently posted its first-ever quarterly net profit (~¥22.4M). That single data point changes investor psychology: • Moves NIO from “cash-burning EV startup” • Toward “emerging profitable growth company” That’s exactly the kind of transition IBD tends to highlight early. 𝗦𝘁𝗼𝗰𝗸 𝗔𝗰𝘁𝗶𝗼𝗻: 𝗖𝗹𝗮𝘀𝘀𝗶𝗰 𝗜𝗕𝗗 𝗦𝗲𝘁𝘂𝗽 𝗙𝗼𝗿𝗺𝗶𝗻𝗴 From a technical standpoint, this is where things get interesting. IBD notes: • Cup base forming since December • Buy point: 8.02 • Early entry: 6.21 (already cleared) • Above 50-day moving average by ~21.7% Year-to-date performance: • +27.5% in 2026 • +17% in 2025 This is textbook early-stage leadership behavior: • Strong relative strength • Breaking out ahead of fundamentals catching up • Institutional accumulation beginning to show 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀 𝗡𝗼𝘄 IBD-style setups tend to appear when three things align: Fundamentals improving → (profitability + growth acceleration) Catalysts ahead → (ES9 launch, production ramp) Technical strength → (base formation + breakout levels) NIO is now checking all three boxes, something it hasn’t consistently done in years. 𝗕𝗼𝘁𝘁𝗼𝗺 𝗟𝗶𝗻𝗲 NIO is no longer just a speculative EV name reacting to headlines. It’s evolving into: • A multi-brand EV platform • With accelerating delivery growth • Entering a new product supercycle • And showing early signs of sustained profitability IBD’s analysis suggests this may be the early phase of a larger move, but execution still matters. If NIO delivers on: • 40% to 50% growth • ES9 ramp success • continued profitability Then the current rally may not be the end of the story, it could be the beginning of a re-rating.

@BullishNIO Nice call.

$NIO #NIO #ONVO #FIREFLY #NIO100 Gonna close right below $6.49-ish. Rinse, Repeat… We had a good run today 👍 Have a FANTASTIC WEEKEND NIO Folks…!!!

@NIONenad Looks great. Stock down 5% in 1st 2 hours of trading. Shorts trying to ruin another weekend?

$NIO

@DAVEMORNINGSTA1 Yes Sir. I am ready.

@N2O2inc 7$ next week

$NIO Good to see strength into the close today. Perhaps the fever has broken.

@jan_dekkers Didn't suck Thursday.

Good Friday stock markets are closed. $nio #nio