NIO_UK 🇬🇧

@TijnFloris_ @alojoh Not really, just a fact checker

@nio_uk @alojoh wow you must be very smart, such smartness

Watching $TSLA fans celebrate a 6% YoY increase, is like watching someone cheer for a participation trophy while their house is on fire. You produced 408K cars and only sold 358K cars, that’s 50K cars just sitting in parking lots rotting @alojoh 🤣🤣

@Teslaconomics @peterlemz If $TSLA is still the king of demand, why do they have 50K unsold cars sitting in fields this morning? In 2021, you had to wait six months for a Tesla. In 2026, $TSLA is begging you to take one with 0% interest and a price cut, and they still can't sell what they build.

For anyone that thinks Tesla is sucking in EV sales… you should take a look at Q1 2026 pure EV deliveries of other companies: • Tesla: 358,023 (*official today*) • BYD: 310,389 • NIO: 83,465 • XPeng: 62,682 • GM: ~25,900 • Rivian: 10,365 • Ford: 6,860 • Lucid: ~4,985

A short list of things we were supposed to have by now $TSLA ❌ $40k Cybertruck (Lol) ❌ Level 5 FSD (Still 'next year' since 2016) ❌ Coast-to-coast autonomous drive ❌ New Roadster Still a myth ❌ 1 Million Robotaxis by 2020 Instead, we got a $99/mo FSD subscription

@DeeBeeEyyGee @alojoh I don’t believe it, I know it 😁

@nio_uk @alojoh Wait do you literally believe that Tesla has 50,000 cars just parked up and rotting in car parks? Is that what you're saying??

@TommyThornton Analysts were hoping for a recovery toward $2.25+ for FY 2026, with Q1 delivery numbers coming in weak and margins under pressure, those estimates are being slashed, estimate of under $1.50 is actually trending toward the consensus of many bear analysts.

$TSLA 2026 estimates - I expect EPS will be under 1.50 vs 1.96

@leedom_tyler @alojoh Tesla used to have a 4-day supply, now they have a 50k car surplus in a single quarter, that’s not 'industry best' efficiency, that’s a demand cliff. You don't build 50k more cars than you sell if people are actually waiting for them.

@nio_uk @alojoh Half of those cars are in transport with buyers on the other end. Tesla inventory is 15-20 days……an industry best

@CJ_h04 @alojoh They have 50,363 unsold cars sitting in parking lots from this quarter alone, that is the largest inventory buildup in Tesla’s history “Winning" by stuffing your parking lots with cars people aren't buying isn't a victory.

@nio_uk @alojoh Dumbass you realize tesla sold more Ev cars than BYD(ev) did. So what is your point??

@munster_gene Tesla is still using temporary price cuts and 0% financing to move metal—which is just a subsidy paid for by the shareholders' margins instead of the government.

$TSLA deliveries of 358K were up about 7% year every year. More or less in line with the whisper and a win for the company given it’s the first quarter where we get a true read on underline demand post last years September tax credit sunset. The bottom line is Tesla deliveries are growing without the help of subsidies.

I wasn’t wrong 👇👇 this is just the beginning @alojoh come join 🤣🤣 $NIO

@NIOSwitzerland Unstoppable 🚀🚀

Boom Boom Boom NIO Q1 2026, Up +98.3% YoY Li Auto Q1 2026, Up +2.45% YoY XPENG Q1 2026 Down 33.3% YoY

SHORTS ARE ABSOLUTELY TOAST🔥 If you’re still sitting on the sidelines or god forbid betting against $NIO you’re standing in front of a freight train. Today’s Q1 numbers aren’t just a beat they are a total liquidation event for the bears 35,486 Up 136% YoY 83,465 Up 98.3% YoY 🚀

NIO Inc. Provides March and First Quarter 2026 Delivery Update •35,486 vehicles were delivered in March 2026, increasing by 136.0% year-over-year •83,465 vehicles were delivered in the three months ended March 2026, increasing by 98.3% year-over-year $NIO

@DavidAbitb43802 Bold statement right there but I like it 😁

I’m gonna say it. I’m thinking 90k for Q1 2026 deliveries $nio

@InvestorSince21 They should easily

@nio_uk I think they at least manage to get above the middle of the guided range

We aren't just looking at a good month, we are looking at a historic shift in the company’s trajectory To hit the high end of Q1 guidance 80k to 83k NIO needs to report roughly 32k to 35k deliveries for March Early signals suggest they are on track to crush this $NIO 🚀🚀

@valanz_m Absolutely useless tbh, they keep opening silly houses in counties where people struggle financially while here in the UK BYD and other Chinese brands have over

$NIO I'm not gonna lie, NIO Costa Rica was totally unexpected for me and I don't see the point. how big is the market in CR? any insight?

@DriveGreen80167 @electricfelix

First Look: How does Li Auto’s first automated charging station actually work? ⚡

Wishing the $NIO community a weekend of seamless swaps, endless range, and smooth drives

@juan235750881 Yes, keep it positive 🤣

@nio_uk -7% tomorrow.🥂

Buckle up, $NIO fam! The weekend is officially in the rearview mirror, and we are charging into Monday with some serious momentum. Let’s keep the diamond hands steady and the vision clear, new week, new milestones. Who’s ready to see some green on the screen $NIO