Hey its me again... not a shill, lol. I'm geeking out on NIO at its current price of $7.70 and it’s looking like a solid opportunity.
Doubling since July lows, with record Q3 deliveries (87,071 vehicles, +40.8% YoY) and September alone hitting 34,749 (+64% YoY).
Their premium EVs, battery swap ecosystem, and new ONVO/FIREFLY brands are gaining traction, plus they’re expanding in Europe and the Middle East.
NIO is seeing accumulation/breakout patterns, rising volume, @ $7.70 Analysts are bullish too (JPMorgan upgraded to Buy, $8 PT), and China’s 2025-2026 auto growth policies are a tailwind.
Feels like NIO’s turning a corner toward profitability (Q4 2025 target) with a moat in battery swaps and AI tech. Recent dilution from a $1B raise caused a dip, but it’s been absorbed well. I’m tempted to jump in, but want to hear your thoughts:
Any red flags or reasons NOT to buy at this level?
Is anyone else holding or buying around $7.70? What’s your thesis?