
triha
1.1K posts

triha
@tri2ha
Software engineer/Operation Research: Investment for fun/reward; Risky rewarding stocks: #NIO100, #SOFI100, #BABA250, #INTC60. NFA.


Overall solid NIO’s Q3 results. The improved vehicle margin and gross margin were within expectations, and it’s good to see continued strength in the other sales margin—I’d like to understand what’s driving that and how sustainable it is. On the expense side, I’m surprised by how sharply R&D slowed. Was Q3 spending pulled forward into Q2? And is Q4 SG&A being front-loaded into Q3? Guidance is lower than I thought, with revenue coming in well below my expectations. Still, there’s a chance they could reach breakeven on a non-GAAP basis, More thoughts after the earnings call. $NIO

$NIO Let’s stay realistic heading into the earnings report. NIO is expected to narrow its losses, yet the quarter is still burdened by “table-cleaning” moves

About half way through HKEX trading session. $Nio is looking pretty good. So there's hope for NYSE in the morning! Let's see what NYSE brings us tomorrow! @NIOGlobal #Nio

NIO Stock Roars Into Earnings Week With Rising Asian Shares Fueled By ES8 Delivery Push And New Chip Revenue Stream | Asianet Newsable #NIO #EV #China #Onvo #blueskycoming #Firefly #stocks #PowerSwap #powerswapstation #pss #BAAS #earnings newsable.asianetnews.com/markets/nio-st…

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$NIO earnings in a few days and November delivery report a few days later. Stock price sucks, but the company is doing better than ever. More patience is required.

NIO HK and SGX Bears your time is out 😂😂😂

$NIO 4Q delivery estimated +-154K (meet CEO estimate). Oct=45K; Nov=+-53K (estimated from Nov 1st week 13K) and Dec +-56K.

$NIO Oct delivery: Near 45K (34700 so far, next week +-10300), Nov +-50K; Dec +-550K=4Q +-150K.





