Aug. 18 at 12:47 PM
$NIO the earnings post I'm manifesting for September...
Non-GAAP breakeven, printed in black ink for the first time. Vehicle margin north of 20%. ES9 waitlist still 13 weeks because they can't build them fast enough. ONVO and FIREFLY both posting triple-digit YoY growth. William Li walks on stage, says "BaaS attach rate," and somewhere a short seller has a bad morning.
Delivery guidance not just met but beaten. Guidance raised for Q3. Stock rips, the "
$NIO is dead money" crowd goes quiet for exactly one news cycle before finding something else to worry about.
Is this a forecast? No. Is it what I'd draw up if I had a crayon and main character energy? Absolutely.
Earnings expected late Aug/early Sept — not financial advice, just vibes and delivery charts.
$NIO $XPEV $LI