Mojo
@Mojo_flyin
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China regns w/e Sep 8.
No WoW % - comments 👇🏼
$NIO 4.5k
$Li 10.7k
$XPEV 3.6k
$BYDDY 73.6K
$TSLA 16.2K
@Xiaomi
3.2k
Strong 1st week for $NIO $XPEV $TSLA
@Xiaomi
$XPEV - Mona on 🔥
$NIO - extremely 🐂🐂
#Xiaomi
seems mfg is scaling ⬆️
$TSLA 0 interest loans continue to work
2
0
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@FudBos
The $XPEV Mona M03 is going to be super interesting when it starts deliveries next week. Priced at 14-21k $. Its the first EV at this price that will bring ADAS features to market.
It might pressure the $TSLA Model 3 a bit due to price but we'll have to watch & see.
0
1
4
With $INTC moving Intel 18A into production on Panther Lake in Q4 24. If $TSM can only bring 2nm in limited vol to only iPhone 18 Pro in 2026
It's now clear $INTC will have a 1+ year lead over $TSM in 2025
$TSM probably thought this could never happen
17
35
219
$NIO declares war. This is big. $TSLA and every other player is about to feel some heat.
@NIOGlobal
36
22
188
Morgan Stanley retains overweight rating on $NIO and $18.57 price target.
5
26
184
$INTC body slamming both $AMD and $QCOM on
#LunarLake
graphics. Beat both with 68% better performance than $QCOM
Tested 50 games. $QCOM didn't work on 23. Ouch!
14
22
171
$INTC Panther Lake on 18A is well and alive.
@PGelsinger
hands over sample at
@Lenovo
event.
It is coming. As I said. They are pulling in the launch In 2025. I predict end Q3 or early Q4 in systems.
7
21
156
"Welcome Back Intel Xeon 6900P Reasserts Intel Server Leadership"
@ServeTheHome
first review of the new $INTC Xeon Granite Rapids launching today.
@Intel
is back to take on and take out $AMD in enterprise data center. It wins everywhere in testing 🔥🔥
7
26
148
$MS says they believe $NIO share price will keep rising over the next 15 days. PT 6.10.
Expects continued GPM improvement into Q3.
🔥🔥
10
19
143
Did Musk just admit that $FSD is not feasible on existing hardware in the car? 👇🏼
There might be a few $TSLA customers who paid a lot of money & their lawyers interested to find out more.
44
22
137
$INTC Panther Lake on 18A.
World's most advanced client CPU/iGPU/NPU all in that one small package.
Insane when you think about it. Even crazier that they caught up & passed $TSM 2nm by a full year.
@Intel
🔥🔥
8
23
165
Morgan Stanley continues to rate $NIO overweight and sets PT of $18.70 on back of impressive technology showing at Nio day.
2
26
135
$ASML completes assembly of second High NA EUV machine for $INTC at Portland.
Looks like High NA EUV will exceed expectations vs EUV.
4
34
135
$INTC
#LunarLake
stomps all over $AMD Strix Point $QCOM SDX and even is more efficient than the $AAPL M3.
But the graphics performance for gaming is insane and looks like it will be a hot seller in handheld gaming.
🔥🔥
6
19
133
Morgan Stanley reports expected stock price jump for $NIO (PT $10) $XPEV (PT $18) in the next 10-15 days. Accelerated by release of China govt subsidy for auto replacements
🔥🔥
4
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123
$TSM is digging itself into a hole 6 ft deep. If it thinks it can charge 30k USD/wafer for 2nm while lagging $INTC by 1-3 years.
This is why $MSFT $AMZN are on $INTC 18A
$AMD $QCOM are toast
This is why Pat was so confident IFS could price below $TSM
With $INTC moving Intel 18A into production on Panther Lake in Q4 24. If $TSM can only bring 2nm in limited vol to only iPhone 18 Pro in 2026
It's now clear $INTC will have a 1+ year lead over $TSM in 2025
$TSM probably thought this could never happen
17
35
219
19
12
108
Strategic investors in $NIO China subsidiary raise existing stakes from 7.9% to 11.7% for 470 mln $. Gives $NIO China alone a valuation of $12.4 bln
$NIO Power secured Anhui at a 2 bln value recently
$NIO Inc 12 bln mkt cap trading at a huge discount?
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12
95
The entire $TSLA FSD & Robotaxi thesis is built on the premise that $TSLA collects quadzillion 🤷🏽♂️ miles of video data to train on. More than anyone else
This is 🐴💩
$MBLY has 8X the video data of $TSLA & say $TSLA cannot solve full autonomy vision only 👇🏼
More hopium pls 👍🏼
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$INTC ain't selling it's lucrative & profitable Product Group to $ARM or $QCOM.
Not when they've just launched 3 killer products across client, server &
#AI
data center in the same week.
With
#LunarLake
$INTC has put to rest the efficiency debate vs $ARM. Folks are rattled.
EXCLUSIVE: Intel rebuffs Arm's inquiry about potentially buying the ailing chipmaker's product division
1
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26
2
12
92
Morgan Stanley maintains $10 price target on $NIO Post earnings. Iterates profitable in 2025.
2
20
91
With
#LunarLake
$INTC has put to rest the debate on
#X86
vs $ARM power efficiency
While delivering a huge ⬆️ in graphics performance. All in a 17-35 watt power envelope
The implication of this inside the Data Center is to be comprehended
$AMD $NVDA $QCOM
6
9
93
$INTC issues formal press release on the jump from 3 to 18A directly. Defect rate islower than where it should be. Silicon looks healthy and booting up multiple OSes
4
8
90
$NIO has hit 150k swaps in just the first 2 days of February. The average swaps/day is moving up fast from the 60k/day in Q4. As more swaps are paid for, this is a recurring revenue stream for life.
💰💰💰
14
14
90
$DELL XPS 13
#LunarLake
Review. $INTC is so back
The $ARM battery efficiency over X86 myth is busted.
$INTC has brought the 🔥🔥
0
15
91
This is even worse than a nightmare. $TSLA 10.9k last week. Down from 14.8k week before. Despite govt incentives, price discounts & 0 down / 0% interest promos.
The bulls are going to point to the same week YoY.
But it's official. $TSLA is dead in China. Game f*cking over.
$TSLA
Tesla Weekly insurance trend in 2024（Apr 29-May 5） 10.9k units, -26% WoW.
0
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15
27
15
89
$NIO
#Onvo
L60 launch was 🔥. They body slammed the old $TSLA MY
Space, ride comfort, efficiency, charging (900v), ADAS, aero dynamics, screens, battery swap. You name it
Then they head butted $TSLA on price (USD)
MY👉🏼 34,622
L60👉🏼 30,466/BaaS 23,539
And had fun doing it too
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17
83
Is $MSFT trying to hobble $INTC
#LunarLake
since $QCOM Snapdragon X is basically DOA at launch?
$INTC has reminded the world & $MSFT that only $INTC has the
#AIPC
scale to get users off their very expensive servers and onto their own PC hw.
We'll see...
4
11
86
That's pretty crazy. The $INTC
#LunarLake
beats out both the $AAPL M2 & M3 on battery life.
Not just by a bit. By 29%.
The $ARM vs
#X86
efficiency myth is busted. Today on client. What will
@intel
do on data center?
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14
84
Big announcement from
@Intel
&
@inflectionAI
to launch Enterprise
#AI
cloud solution on Gaudi 3, Xeon, Max GPUs & client Core Ultra
Solid move by $INTC. Enterprise is their strength & where $NVDA lacks reach. Also opens a new sw & services revenue stream
2
7
81
Everyone is fixated on $INTC losses at IFS
Nobody is comprehending what un-shackling the fab burden from $INTC Products group means to their competitiveness
The biggest loser in this is $AMD. Who will have to price ⬇️ even further to compete w/ $INTC improving pdts/scale
🩸🛁
12
7
79
Morgan Stanley Overweight on $NIO and $XPEV post
#Onvo
L60 launch and Q1 earnings surprise to the upside respectively.
$NIO PT 10$
$XPEV PT 18$
🔥🔥
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23
78
$INTC
#ArrowLake
blows past the competition in single core on PassMark. If this is an engineering sample it can only get better.
$AMD comes in at
#9
. They're going to be losing share across mobile to
#LunarLake
& now desktop.
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Come on - think people. Neither $QCOM nor $ARM have the money to buy $INTC.
Neither can operate a fab & neither can afford to buy just the Intel Products Group cos even with DC margins hit by costs of 4 pdts in 12 months the valuation would be 🚀🚀
Who is believing this FUD 🤷🏽
EXCLUSIVE: Intel rebuffs Arm's inquiry about potentially buying the ailing chipmaker's product division
1
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8
9
77
Matter of time before
@Whitehouse
informs $NVDA $AMD $QCOM $AAPL $GOOG $AMZN $MSFT in order to participate in any govt linked IT business they need to show semiconductors were mfd in a US secure facility & they can guarantee supply chain resilience
$INTC
7
8
75
$NIO
#Onvo
L60 rumoured to start at 27,000 USD with battery.
With BaaS it's just 20,700$.
$TSLA Model Y - it's GAME OVER in
#China
🔥🔥
According to online rumors, the official starting price of the
#NIO
ONVO L60 is 205,900 yuan, which is a reduction of 14,000 yuan compared to the pre-sale price of 219,900 yuan.
In addition, users who have already placed an order can enjoy a benefit of 14,000 yuan, bringing the
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4
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75
Morgan Stanley bullish on $NIO on back of 15,620 blow out sales number in April. Onvo sub brand will drive further scale.
PT 10$
5
14
72
March $NIO battery swap update. 1,995,000 swaps done in March. That's an average of ~64,350 swaps per day. Up from ~ 60k swaps/day in Jan. Feb was unusually high due to the CNY holidays. $NIO continues to make progress.
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17
71
Another great review for $INTC
#LunarLake
with the
@Asus
S14 which looks like a great laptop.
Beating out not just $AMD & $QCOM SDX. It even takes out the $AAPL Macbook Pro M3 on most fronts.
🔥🔥
3
12
73
Somebody is going to get hurt when the mkt realises the $TSLA
#Baidu
news is 4 months old. It's lane. $TSLA themselves came out today and said there is no line of sight to FSD being released in China.
Retail gonna bag hold - institutional exit ROFL
30
20
71
J P Morgan update on $NIO February deliveries. Overweight rating and $13 price target retained. Yet again no analyst is talking about Nio Power and the progress. This continues to be a
@NIOGlobal
issue for their IR and PR teams coming woefully short.
13
5
66
$AVGO comes out to confirm that the rumour Broadcom was walking from $INTC IFS is false.
This comes right after $INTC squashed the rumour that 18A yields were looking bad.
Looks like someone is playing dirty. Any guesses who?
$INTC issues formal press release on the jump from 3 to 18A directly. Defect rate islower than where it should be. Silicon looks healthy and booting up multiple OSes
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8
90
5
12
68
At this time of day $NIO is currently averaging 112 swaps a minute. Which means they could hit 161,000 swaps per day at least theoretically within the existing capacity. The economics at play here are extremely powerful.
5
15
66
This one is for the $TSLA stans on my post 2 weeks ago. China came in down 10% WoW at 9.8k cars. While key competitors all grew.
$TSLA need 16.4k weekly to just be flat to Q2 YoY. With M3/MY at record low prices, do they give up more volume or more margin?
Game F*CKING Over!
This is even worse than a nightmare. $TSLA 10.9k last week. Down from 14.8k week before. Despite govt incentives, price discounts & 0 down / 0% interest promos.
The bulls are going to point to the same week YoY.
But it's official. $TSLA is dead in China. Game f*cking over.
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28
12
62
$NIO continues to pump thru 75k battery swaps a day in Feb. This number is going crazy when the holiday week starts.
$NIO is not just AN EV company. It's a distributed cloud new energy company with software like revenue.
🔥🔥 💰💰
6
16
66
While all eyes are on the race to 18A at $INTC which goes into production in Q4 vs $TSM 2nm a year later
The next technological battle will be for glass as the substrate. Where again $INTC has a lead being the only player to mfr a test chip back in 2023
5
10
66
$NIO battery swaps closing in on 47 million.
June is on track to complete 2 millon swaps.
$NIO is not just an EV company. It is the new distributed energy cloud for China. With a software like recurring revenue biz model.
🔥🔥
$NIO swaps continue to scale. 2.1 million swaps completed in May. 68,000 swaps/day. In December it was just 40,000/day.
Today $NIO Power received a 200 million $ investment to scale their energy business. With 7 OEMs signed on to swap. This is going to be the future in China.
2
6
30
2
16
62
Another strong $NIO day for swaps. 85k swaps done today. Now averaging 77k swaps per day for February. A record 118 swaps per minute recorded earlier today. Which would give us a theoretical scalability of 170k daily swaps or 62 million swaps annually.
1
15
63
$NIO shoots past the top end of it's Q2 guidance of 54k-56k deliveries.
Total cars delivered 57,373
🔥🔥
This is a blow out qtr for $NIO.
June is ⬆️ 198.1% YoY.
Q2 is ⬆️ 243.9%
Fleet on road is now 537k.
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15
61
Will $NVDA mfr at $INTC IFS?
May 2023 - Jensen says $NVDA test chips came back from $INTC IFS & looked good
Aug 2024 - rumour from Taiwan says $NVDA will start packaging at $INTC IFS using Foveros this qtr
Sep 2024 - Jensen at $GS conference says back up plan to $TSM exists
11
11
62
$NIO swap update. Now running at a peak of 121 swaps per minute. That's 174,000 swaps per day and 63.5 millon swaps a year. A slight bump up from yesterday's 118 swaps per minute peak. 48k swaps done so far today. Let's see how they finish up.
7
10
61
An April $NIO battery swap check in.
Running at 65,600 swaps a day now. That's 2 millon swaps a month. As more cars get added to the fleet and swap partners come on board expect swaps to scale even further.
$NIO is the new distributed cloud energy company for China.
1
14
59
$NIO has cruised past 75k swaps yet again today with. Second time in the last few days. Swap is scaling.
1
8
59
A cold wind is blowing through $NIO's China competitors today.
#Onvo
L60 starts at 169,900 RMB/23,500 USD w/ BaaS.
$TSLA Model Y RIP. $TSLA move as many MY's as you can. If lucky you have a few weeks. Or maybe not.
Game Over $TSLA. No exits left.
3
3
57
$QCOM SDX & $AMD Strix Point are DOA 💣. I said this would happen. $INTC will start a war that they will finish.
The client business is done. It's game over - $INTC will be taking back all the share they lost over the last few years and then some
Pat Gelsinger: We've seen the Qualcomm and other vectors there. So, we took the challenging decision, take the Lunar Lake volumes up dramatically even though it was a high-end part that we're bringing into more mainstream price points.
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$INTC Client is back.
#ArrowLake
will bring new levels of perf/watt
$AMD is entering a product & price war just when they are forced to chase
#AI
DC and reduce investment into client.
It's going to be 🩸
Everyone is fixated on $INTC losses at IFS
Nobody is comprehending what un-shackling the fab burden from $INTC Products group means to their competitiveness
The biggest loser in this is $AMD. Who will have to price ⬇️ even further to compete w/ $INTC improving pdts/scale
🩸🛁
12
7
79
8
3
60
As I said - $DELL are just waiting to start selling $INTC Gaudi 3 so they can stem the margin bleed from $NVDA GPUs
Watch what happens next. The $DELL sales team will be out in force pushing Gaudi 3 to their massive enterprise customer base.
$NVDA needs route to market into enterprise data center. They have never had the reach into this segment.
#Accenture
doesn't cut it
Their best bet would have been $DELL. But $DELL is bleeding margin selling $NVDA GPUs & will focus on moving $INTC Gaudi 3 which just launched.
4
3
25
5
9
60
The timing of these $NIO rumours just the week before earnings and the day after rates to short jumped from 0.47% to 4.7% are interesting.
Looks like this is orchestrated.
8
9
58
Looks like they might hit 1100km with this battery. If this is how it ranges in China winter. It's going to be beast in warmer weather.
$NIO 🚀🚀🔥
6
2
58
$NIO 2 million swaps done in June. 47 million swaps completed and growing. As the fleet grows, swaps will grow. With
#Onvo
we will see this scale even faster.
It took 5 months to scale from 40k swaps/day to 70k swaps/day.
Expect to be at 100k swaps/day end 2024/early 2025 🔥🔥
$NIO battery swaps closing in on 47 million.
June is on track to complete 2 millon swaps.
$NIO is not just an EV company. It is the new distributed energy cloud for China. With a software like recurring revenue biz model.
🔥🔥
2
16
62
5
17
58
$NIO rolls out autonomous battery swap to 243 PSS in China.
Here it comes, the first instance of fully autonomous swap. $NIO 🔥🔥
1
3
56
Final $NIO battery swap tally for February. Record ~2.159 million swaps. Average of 74.5k swaps/day.
Feb has been a big month for $NIO power. Grid frequncy regulation start up in Denmark. Extensive MOU with China Southern. Record swaps.
Not just an EV co. A new energy company.
6
9
56
$QCOM - more issues in SDX PC sell thru. OEMs started discounting SDX systems within weeks
Now it's their strategic partner $MSFT who are discounting the
@surface
by 200$
$QCOM has no idea how to win in the PC space. $INTC
#LunarLake
is coming like a 🚂
$QCOM SDX & $AMD Strix Point are DOA 💣. I said this would happen. $INTC will start a war that they will finish.
The client business is done. It's game over - $INTC will be taking back all the share they lost over the last few years and then some
7
8
60
4
4
58
$NIO swap is strong. Starting Feb $NIO has been running at 75k+ battery swaps / day. It's taken 13 days to clock almost a million swaps. 76.7k swaps daily. At current pace $NIO could do 28 mln swaps annually. Swap is real and it scales.
4
11
55
Here it is. $NIO hits 2 million swaps in February. 39 million China swaps overall. A running average of 74,000 swaps a day in February. Swap is here. It is the recurring revenue stream every hw mfr wishes they have. Cars, PSS & swaps scale each other. This is the network effect.
1
11
55
$NIO's William Li explains the cost tsunami coming at the NEV industry as cars age. This is why 6 of the largest Chinese auto mfrs have signed up for $NIO's swap tech.
When your EV is 8 yrs, $NIO's hold resale value cos all they have to do is battery swap
$BYDDY $TSLA $Li $XPEV
Next time someone doubts battery swapping, show them this video. $NIO
122
303
1K
5
4
52
$NIO stopped offering free lifetime swaps to first time owners on 12th October 2020
This means there are < 60,000 $NIO cars out there with free swap fees. The other ~520,000 fleet & growing will be paying even if they got a promo
This debate is now OVER
5
10
55
$NIO hits 53,000,000 swaps.
🔥🔥
18 millon+ have come in 2024.
Battery swap is growing & scaling.
$NIO is adding 20k+ cars/month now. As $NIO
#Onvo
L60 launches even more cars will be added monthly & swap will scale even faster. By end 2024 we should be seeing 100k swaps/day.
$NIO continues to clock ~80,000 swaps per day. They also have the largest charging infra in China profitable since last year
If your thesis is built just on their EVs & not on $NIO Power. Ask yourself, who made more money. The inventor of the automobile engine or Saudi Aramco?
2
7
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1
11
55
$INTC
#LunarLake
impressive battery. 26 hours running on a 2.8k OLED display is huge.
Dell XPS 13 with Intel Core Ultra series 2 has up to 26 hours of Netflix Video playback.
Source:-
#Intel
#IntelCoreUltra
#SnapdragonXSeries
#Qualcomm
#DELL
#Copilot
#AI
#LunarLake
#IFA2024
#IFABerlin
#xps
#Snapdragon
#Netflix
3
4
24
4
5
53
RIP $TSLA Model Y China
$NIO
#Onvo
L60 designed to be better in every way. Specs, features, price and with battery swap.
$NIO
#ONVO
Ledao L60 is now available in Shanghai for a limited time. It is a battery-swappable Model Y😆 with lower energy consumption and a full-range 900V platform. It inherits $NIO appearance and technology.
0
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2
7
53
Keep in view that both $INTC Panther Lake & Clearwater Forest are high volume products & not some science experiment coming to market in 2025. Both booted up OS w/in hours.
$INTC has completed 5 nodes in 4 years. Something $TSM & probably
#Taiwan
thought could never happen.
I have heard the same about Intel 20A supposedly beating N3B/E this year and we all saw what happened. There is one article about 2nm only coming to half the iPhone 18 family in 2026. I wouldn’t bet too much on Intel gaining some magical advantage because they might produce 18A
3
0
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3
9
54
$TSLA's loss is $NIO's gain. Taxi Stockholm dumps $TSLA and replaces it with $NIO in its fleet.
$NIO Taxi Stockholm suspends purchases of Tesla models as a support measure in the current conflict between the IF Metall union and Tesla. The ELECTRIC high-end model chosen to replace Tesla will be the NIO ET7 "starting April 1, Taxi Stockholm will only buy PURE ELECTRIC cars"🇸🇪
0
25
149
2
5
53
$NIO Onvo spotted without camouflage near battery swap station. Their first mass market SUV to be priced in the 200k RMB range with leaks indicating 170k RMB with BaaS option.
RIP $TSLA Model Y in China.
3
9
53
$INTC
#LunarLake
looks like a home run
Gotta wait for independant reviews but if the data is anywhere as close then the perception that $ARM is the only power efficient option is dead.
With multiple OEMs claiming 20-25+ hour battery life this looks 🔥🔥
2
8
52
It's not just the $NIO price action today. The volume is very telling.
77 million shares have traded in 60 minutes. $NIO on a good day trades about 80 million shares.
Are the shorts finally getting 🔥?
3
5
51
For the $NIO bears who keep droning on about how PSS will bankrupt them you can stop with the made up FUD now. $NIO has already built 119 PSS together with Sinopec. As PSS opens up to partners at scale. Expect this to accelerate.
Gas station economics 🔥
0
12
51
The biggest announcement at $INTC
#LunarLake
launch was from $MSFT
The November pull in of Copilot+ PC for
#LunarLake
was a blow to $QCOM
Come end September $MSFT will be moving their huge co-marketing budget to $INTC to capture scale. Seems SDX isn't ramping as well as hoped
4
8
52
$NIO extends grid balancing via their Power Swap Stations into Netherlands with plans to expand into Germany. Denmark is already running.
$NIO is not just an EV company. It is a distributed energy cloud company.
$NIO
NIO Energy Launches Grid Service in the Netherlands 🇳🇱
- plans to launch the service in countries such as Germany, Norway and Sweden.
1
19
72
0
15
51
Check in on $NIO battery swaps. March they clocked an average of 64,500 swaps a day. That was up from 60,000 in Jan (Feb was unusually high w/ 75k/day due to CNY holidays).
April till date they are running at 67,000 swaps oer day.
5
9
50
Bernstein research shows $NIO is ranked the top EV brand in China after $BYDDY and $TSLA.
As soon as $NIO launches their lower cost cars the volume scale is going to be off the charts.
6
9
49
Let me decode what Gelsinger said 👇🏼
If $TSM finds out you've signed a contract with $INTC IFS you run the risk of your lots getting bumped to the back of the line. Or your pricing ⬆️
$INTC really starts to ramp 18A capacity in 2026. So customers need to stay 🤫 till 2025
PG: Customers are reluctant to put their name out there given the supply base and traditional operation of the Foundry industry. Overall, things are looking on track for what we've said with a meaningful acceleration in packaging over the last quarter, more updates to come.
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Now you understand why the $NIO 150kwh semi solid state battery is such a big deal.
$BYDDY
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This is a move not just against $ARM on PC with $QCOM.
This is a pre-emptive move to block $NVDA's growing monopoly & their attempt to build a impenetrable wall using round tripping, VC 💵 & sw to fortify that moat.
Remember - developers go where the commercial scale is.
Intel and
@AMD
are creating an x86 advisory group to evolve x86 with founding member ecosystem partners
@Broadcom
,
@DellTech
,
@GoogleCloud
,
@HPE
,
@HP
,
@Lenovo
,
@Meta
,
@Microsoft
,
@Oracle
,
@RedHat
,
@Linus__Torvalds
and
@TimSweeneyEpic
.
Learn more.
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William Li says $NIO and other Chinese EV players should receive equal treatment from the US govt to sell in the US that $TSLA gets in
#China
. Do you think
@Whitehouse
is listening?
Chinese Tesla rival Nio hits out against US protectionism -
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$NIO battery swap continues to crack on in February. From 60k swaps a day to 75k. Today they have hit the 75k mark with 6 more hours to go.
$NIO battery swap 💰💰💰
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$Nio Power secures 200 million $ external funding.
A huge boost and vote of confidence in $Nio's energy and swap business. This will allow PSS and P2G/V2G to scale extremely rapidly. With 7 swap MOU partners battery swap is the future in China.
🔥🔥
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If you're the CEO of a company who's future is solely dependant on $TSM.
You'd better be hopping
#Samsung
solves it's yield issues or $INTC has wafer capacity for you when the time comes.
$AAPL $AMD $NVDA $QCOM $GOOG
$MSFT $AMZN you're good
The China Coast Guard (CCG) said that its formations 2901, 1305, 1303 and 2102 conducted law enforcement patrols in the waters surrounding
#Taiwan
island on Monday. It is a practical action to lawfully enforce control over Taiwan island in accordance with the one-China principle,
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On 5th August $NIO crossed it's 50 millionth swap.
Now 26 days later it has completed almost another 2 million swaps.
Meanwhile 6 partners have signed on to become PSS franchises. Swap is scaling at about 76,000 swaps/day. Up from 40,000 start of 2024.
@NIOGlobal
🔥🔥🚀
$NIO clocks it's 50 millionth battery swap. It's averaged 79,000 swaps per day since 25th July check in 👇🏼
This is 2x the 40k it was doing in December 2023. Anticipate it will be 100,000 swaps per day by year end.
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Up to 95k swaps. Looks like $NIO will break 100k swaps on the network today. With the new year coming up we will see how far the network gets stretched on swaps. A good test for when their swap partners come online.
$NIO battery swap continues to crack on in February. From 60k swaps a day to 75k. Today they have hit the 75k mark with 6 more hours to go.
$NIO battery swap 💰💰💰
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$NIO autonomously drives itself to the swap station and swaps battery. That is next level. Nobody else - $TSLA $XPEV $BYDDY $Li is here yet. Don't send me videos of self parking.
Impressive! NIO City Autonomous Power Swap Pilot demonstration $NIO
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Looks like the 210 mln $ investment from Anhui into $NIO Power is being activated at rapid speed.
59 PSS and 321 super chargers came online on 1st October in Anhui.
🔥🔥
On October 1st, NIO launched 84 supercharging piles at 11 highway service areas in Anhui. A total of 59 battery swap stations and 321 supercharging piles have been deployed in Anhui highway service areas.
$NIO
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No surprise $NIO soft vs Q423. The 200% gross profit YoY despite deliveries ⬇️ is an indication $NIO is tightening their cost controls. The 18.6% decrease in loss vs Q4 23 is also a positive signal. With Q2 deliveries fcst ⬆️ 240% fwd guidance will be 🔑
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