Cryptovicci 🌐

616 posts

Cryptovicci 🌐 banner
Cryptovicci 🌐

Cryptovicci 🌐

@cryptovicci

🌐 ♟️ 📜 | Connect the dots in a noisy world

Katılım Ekim 2017
8 Takip Edilen2.8K Takipçiler
Liverpool FC
Liverpool FC@LFC·
Liverpool FC can confirm Arne Slot is to depart his role as head coach with immediate effect and that the process to appoint a successor is under way. He leaves with a Premier League title to his name and our deepest gratitude and appreciation.
English
11.1K
32.5K
164.7K
14.3M
Cryptovicci 🌐 retweetledi
R_R
R_R@SignalsUSA·
$NIO $XPEV $LI $TSLA NIO is expected to generate around $20B in revenue this year. applying an average gross margin of 18% implies approximately $3.6B in gross profit, a very different story for the year
R_R tweet media
English
0
10
46
1.8K
Cryptovicci 🌐
Cryptovicci 🌐@cryptovicci·
Only $NIO battery infrastructure = $30 Billion
English
2
1
58
3.1K
Cryptovicci 🌐
Cryptovicci 🌐@cryptovicci·
Most people look at $NIO’s 3,800 battery swap stations and see EV infrastructure. I see a distributed energy asset. Assuming ~8 GWh of batteries across the network, that’s equivalent to storing roughly 8 hours of output from a 1 GW nuclear reactor. The interesting part isn’t the storage itself, it’s the flexibility. Every station can potentially: ✅ Absorb excess renewable power ✅ Provide grid balancing services ✅ Support frequency regulation ✅ Reduce local grid congestion ✅ Create new revenue streams beyond vehicle sales In a world increasingly powered by intermittent renewables, flexible storage becomes critical infrastructure. The market may value NIO as an automaker today. The longer-term opportunity could be as an energy infrastructure platform hiding in plain sight.
English
3
0
16
1.5K
Kaylee
Kaylee@HoodKaylee6728·
This man came back after evacuating his family during the LA wildfires to save his 1 of 1963 Porsche 911 S/T and leaves his Tesla behind 💀
English
296
656
28K
3.8M
Cryptovicci 🌐 retweetledi
Jason
Jason@Jas0nYu·
Yao Ming test drive NIO ES9 $NIO
English
3
16
162
5.8K
Cryptovicci 🌐
Cryptovicci 🌐@cryptovicci·
Big people need big space. $NIO ES9 NIO is telling the market: premium no longer needs a German badge. China’s next luxury champion can be built in China and respected globally.
NIO@NIOGlobal

NIO ES9 Welcomes Yao Ming as Chief Experience Officer As the ES9, NIO’s flagship executive SUV, approaches its launch, we are honored to welcome Yao Ming as Chief Experience Officer of the ES9. From becoming the NBA’s first international No.1 overall draft pick and an eight-time NBA All-Star, to earning induction into both the Naismith Basketball Hall of Fame and the FIBA Hall of Fame, Yao Ming’s career has defined a new height for China on the world stage. With his global perspective and cultural influence, he has also become a bridge between East and West as one of China’s most internationally recognized athletes and a defining figure in China’s growing engagement with the world. After retiring from elite competition, Yao Ming has continued to drive the development of sports and champion public welfare. Through the Yao Foundation and other initiatives, he has long been committed to supporting children’s sports education in under-resourced communities. This long-term commitment to the future, together with his vision and sense of responsibility, embodies the spirit of “Vision, Action” that the NIO ES9 honors. As the culmination of NIO’s 11 years of system innovation, the ES9 is designed for leadership and a new era. A pioneer in the smart electric executive flagship SUV segment, it delivers across-the-board excellence for leaders shaping their time. Tune in at 19:30 on May 27 for the official launch of the NIO ES9.

English
1
5
48
2K
Cryptovicci 🌐 retweetledi
Cryptovicci 🌐
Cryptovicci 🌐@cryptovicci·
$NIO Doji
Cryptovicci 🌐 tweet media
Latviešu
7
3
33
3.1K
Cryptovicci 🌐 retweetledi
Dr Fred Wu
Dr Fred Wu@DrFredWu·
WOW #NIO
Dr Fred Wu tweet media
5
11
110
4.5K
Cryptovicci 🌐
Cryptovicci 🌐@cryptovicci·
$NIO spent years building the infrastructure before the economics showed up in the numbers. The chart explains operating leverage: 31K deliveries → 1.5% gross margin 55K → 8% 73K → 12% 87K → 15% 125K → 17.5–19% Battery swap stations, manufacturing, charging, software and ecosystem costs are largely fixed upfront. As deliveries scale, those costs are spread across more vehicles and each additional unit becomes increasingly profitable. The market sees vehicle deliveries. The figures suggest something bigger: $NIO may have already built the machine. Now scale determines how much cash it can print. Home-market with 1.5 billion people is where they should take the throne first.
Cryptovicci 🌐 tweet media
Cryptovicci 🌐@cryptovicci

$NIO | Deliveries & Gross margin 2023-2026 ✅ Accumulation phase ✅ Margin 1% --> 19% ✅ Q4 2025 deliveries greater than Q1-2-3 2023

English
2
6
53
4.3K
Cryptovicci 🌐
Cryptovicci 🌐@cryptovicci·
$NIO | Deliveries & Gross margin 2023-2026 ✅ Accumulation phase ✅ Margin 1% --> 19% ✅ Q4 2025 deliveries greater than Q1-2-3 2023
Cryptovicci 🌐 tweet media
English
2
4
32
5.8K
Cryptovicci 🌐
Cryptovicci 🌐@cryptovicci·
$NIO other revenues development. 20,6% margin.
Cryptovicci 🌐 tweet media
English
2
1
26
1.5K
Cryptovicci 🌐
Cryptovicci 🌐@cryptovicci·
Everyone is chasing AI. But AI doesn’t run on hype. It runs on electricity. More AI → more data centers → more grid stress → more need for energy storage and balancing. While most still see $NIO as an EV company, they have quietly built 3,800+ battery swap stations and completed 100M+ battery swaps. The question may not be: “How many cars will NIO sell?” It could become: “How valuable is a distributed battery network in an AI-driven world?”
Cryptovicci 🌐 tweet media
English
5
7
37
2.3K
Cryptovicci 🌐
Cryptovicci 🌐@cryptovicci·
$NIO debt narrative vs actual balance sheet: Shorts say: “NIO has too much debt and no assets.” Q1’26 says otherwise: 💰 Total assets: $18.3B 💰 Cash + investments + time deposits: $7.0B 💰 Total borrowing debt: ~$2.1B That means: 📈 Liquid resources exceed borrowing debt by roughly $4.9B Asset base includes: 🏭 Property & equipment: $3.7B 📦 Inventory: $1.2B 💰 Short-term investments: $3.3B 🤝 Receivables + other assets: billions more The debate should not be: “Does NIO have assets?” The debate is: “How efficiently can NIO convert its asset base into sustainable earnings?” Very different question.
English
4
3
61
3.3K
Cryptovicci 🌐
Cryptovicci 🌐@cryptovicci·
$NIO Q4’25 vs Estimated Q2’26 Q4’25 (actual) 🚗 Deliveries: 124,807 💰 Revenue: $5.02B 📈 Gross margin: 17.5% ✅ Operating profit: $117M 💰 Net profit: $41M Q2’26 (guided + estimated) 🚗 Deliveries: 110k–115k 💰 Revenue: $4.75B–$4.99B 📈 Gross margin: ~19.0% (assuming Q1) ✅ Estimated operating profit: $150–200M 💰 Estimated net profit: $100–180M
English
0
1
3
389
Cryptovicci 🌐
Cryptovicci 🌐@cryptovicci·
$NIO Q1’26 Key figures: 💰 Revenue: $3.70B (+112% YoY) 🚗 Deliveries: 83,465 (+98% YoY) 📈Vehicle margin: 18.8% vs 10.2% last year 📈 Gross margin: 19.0% vs 7.6% last year 📈 Other-sales margin reached 20.6% 💰Gross profit: $704M (+428% YoY) ✅ Adjusted operating profit: +$9.7M 💰Cash reserves: $7.0B Now lets estimate Q2 in parity to Q4-2025 in next comment below 👇
English
1
3
24
2K