Pan

@MomoEdgeAI When will it be released, and where can I download it?

Once this is refined and released, it will quite literally change trading forever. We’re super excited. #TheOracle #Trading

@niomydude I agree with you: invest in a growth company that is turning profitable. So much potential ahead.

You’re crazy if you think I’m not gonna keep loading up $NIO shares at $4. This is insanity. We’re below IPO price with so much growth and improvement.

NIO's ES8 is now number one in sales. $NIO

@jan_dekkers Thank you Jan， happy Chinese new year!

Noteable positions added today

@jan_dekkers Hi Jan, is there any new 13F data coming out today? Thank you!

Morgan Stanley Direct $NIO Equity Ownership (Institutional Position) As of latest filings and regulatory disclosures (through Q4 2025 / early 2026), Morgan Stanley (the institutional entity) has held a material equity position in NIO stock over time. Key data points: Most recent institutional ownership estimates Morgan Stanley reported holding ~16.17 million NIO shares as of 30 September 2025 (institutional 13F data). This represented around 0.83 % of outstanding shares at that time. A SEC filing update showed the firm held 15,269,286 shares at the end of 2025, down slightly from earlier levels but still a significant position worth tens of millions of USD. Historical context on position changes Morgan Stanley’s NIO position peaked around 28.2 million shares in early 2024 after a large buy, though it later sold portions of that stake. At mid-2025, filings disclosed ~10.09 million shares, after a sizeable reduction from previous quarters. Summary of reported direct stock holdings ~15–16 million shares at year-end 2025 (latest disclosed) Past fluctuations indicate both increases and decreases over the last few years - These figures represent direct institutional ownership of NIO common stock via 13F filings, not aggregated across other fund types.

@MomoEdgeAI Great！Thank you!

Here’s a preview of #TheOracle terminal we’ve been working on. It will be FREE with limited availability once the Beta is released. Stay tuned 🚀 #Trading

@SignalsUSA Looking forward to the sentiment shift.

You can really feel the shift - sentiment around $NIO is turning positive

@FOMO_everything Best of luck！

As long term $nio stock holder, I’ll keep holding it, either this investment goes to $0 or makes me rich #nio #ev #蔚来

@rushychas @5littlebass @NIOGlobal Not a replacement, but a supplement. NIO advocates for rechargeable, swappable, and upgradable options because the lifespan of the vehicle body and the battery are different.

@5littlebass @NIOGlobal I think battery swap is brilliant and will allow upgraded batteries to be put in as and when they are developed. But I struggle to see it as an alternative to fast charging? Am I missing something?

Some call me a $Nio bull others call me a #Nio bear. But I call myself a realist‼ Why? Nio CFO Stanly Qu said a yr ago that the PSS need to avg 60-70 swaps/station/day to break even Recent data shows avg less than 30/station/day‼ So we'll see when it's profitable @NIOGlobal

You're right. These analysts really aren't that great. Battery swapping is NIO's moat in the China market and the key reason driving its sales—this is also what William Li often emphasizes：I'd rather build a few more swap stations for NIO users. NIO's users are the best advertising for driving more sales.

@NIO_NA_USA It's a joke. They say swap expenses is what holding it down from profitability. Anyone that understands NIO's numbers, knows it's due to the high research and development expensed every year that aren't being capitalized. In fact swap revenue will make NIO reach the holy land

$NIO May not look like a hit piece but it is. That's how they sneek their bullshit. Nio Touts First Adjusted Profit -- Here's What It Isn't Saying share.google/wfUVGL1qmqbmNc…

@NIOAdmirer Impressive

Told you. One down, plenty more on the way! $NIO

@figgy1million As more and more battery swap stations are built, an increasing number of people will choose NIO cars. The growing user base will in turn generate more revenue for NIO, enabling the addition of even more swap stations. 2026 should be an important turning point for NIO.

@lipan315 Exactly. I agree that having both charging options is key, but the fact that other brands offer only one is the biggest threat $NIO poses to them. While the practical advantages of swapping are significant, the environmental benefits are even more critical on a global scale.

$NIO IMO, the fear of other brands is born from the possibility that their charging method will become obsolete if NIO’s success goes worldwide and viral at the same time. Seeing the company succeed on Wall Street would validate the swap system and 100x the recognition it deserves. That would absolutely catapult their swap tech to international stardom. It will happen no matter how hard big money tries to do to contain it. BlackRock and Vanguard are the leading culprits. They manage too much capital.

@InvestorSince21 Finger crossed

@lipan315 It is indeed possible!

$NIO isn’t trading like a company that has crossed 1,000,000 EVs on the road, posted record deliveries, and is pushing toward its first profitable year—it’s trading like the market forgot how inflection points are priced!

Nobody thinks $nio will go bankrupt. We just know the stock price will be kept down forever

Analysts from Western Securities and JPMorgan (Jan 2026 update) note that 5th-gen stations earn between $150 and $200 per day in "Grid Regulation" fees. 🔥 $NIO

𝗜𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝗮𝗹 𝗤𝟰 𝗣𝗼𝘀𝗶𝘁𝗶𝗼𝗻𝗶𝗻𝗴 𝗶𝗻 $NIO 𝗜𝘀 𝗔𝗯𝗼𝘂𝘁 𝘁𝗼 𝗕𝗲 𝗥𝗲𝘃𝗲𝗮𝗹𝗲𝗱 As the 𝗤𝟰 𝟭𝟯𝗙 𝗳𝗶𝗹𝗶𝗻𝗴 𝗱𝗲𝗮𝗱𝗹𝗶𝗻𝗲 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵𝗲𝘀 𝗼𝗻 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝟭𝟳, 𝟮𝟬𝟮𝟲, the real story behind #NIO fourth quarter trading is about to come into focus. For months, investors have watched volatility, target revisions, and shifting narratives around the stock. But quarterly filings do not rely on headlines. They reveal positioning. And positioning tells the truth. 𝗧𝗵𝗲 𝗗𝗲𝗮𝗱𝗹𝗶𝗻𝗲 𝗧𝗵𝗮𝘁 𝗕𝗿𝗶𝗻𝗴𝘀 𝗧𝗿𝗮𝗻𝘀𝗽𝗮𝗿𝗲𝗻𝗰𝘆 Investment managers with at least 100 million dollars in qualifying assets must disclose their holdings 45 days after quarter end. For Q4 2025, that deadline falls on 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝟭𝟳, 𝟮𝟬𝟮𝟲. These filings will show: • Which institutions increased exposure • Who initiated new positions • Changes in call option activity • The scale of conviction behind the scenes While daily price action creates emotion, 13F filings create clarity. 𝗧𝗵𝗲 𝗧𝗮𝗿𝗴𝗲𝘁 𝗖𝘂𝘁𝘀 𝘃𝘀 𝗦𝗵𝗮𝗿𝗲 𝗔𝗰𝗰𝘂𝗺𝘂𝗹𝗮𝘁𝗶𝗼𝗻 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻 One of the more interesting developments in Q4 has been the divergence between research commentary and ownership data trends. Some institutions have reduced price targets on NIO while simultaneously increasing their share exposure. Whether this reflects internal strategy differences or opportunistic accumulation into sentiment weakness, the upcoming 13F disclosures will provide clarity. That contrast is exactly why these filings matter. Markets are driven not just by headlines, but by capital allocation. When capital flows contradict narrative tone, investors should pay attention. 𝗪𝗵𝘆 𝗤𝟰 𝗠𝗮𝘁𝘁𝗲𝗿𝘀 𝗠𝗼𝗿𝗲 Q4 is not just another quarter. It closes the fiscal year. Portfolio optics matter. Position sizing decisions become more deliberate. Long term strategic allocations often get finalized before year end. If institutions used volatility in Q4 to build or expand positions in NIO, that will now become visible. And once visible, perception can shift quickly. 𝗧𝗵𝗲 𝗕𝗶𝗴𝗴𝗲𝗿 𝗣𝗶𝗰𝘁𝘂𝗿𝗲 NIO continues to execute on: • Expanding battery swap infrastructure • Growing vehicle deliveries • Strengthening international partnerships • Reaffirming its 2026 profitability target Short term sentiment can fluctuate. Long term platform strategy is harder to dismiss. The market may debate price targets. But filings will show commitment. 𝗙𝗲𝗯𝗿𝘂𝗮𝗿𝘆 𝟭𝟳 𝗶𝘀 𝗻𝗼𝘁 𝗮𝗯𝗼𝘂𝘁 𝗼𝗽𝗶𝗻𝗶𝗼𝗻𝘀. 𝗜𝘁 𝗶𝘀 𝗮𝗯𝗼𝘂𝘁 𝗱𝗶𝘀𝗰𝗹𝗼𝘀𝘂𝗿𝗲.