DeDe

You don't buy crypto... you convert to it...
#BlueSkyComing
#Nio

[David Moss @DavidMoss]

Better Than FSD? I Flew to China to Test the Onvo L60

The L60 is from @NIOGlobal under their family brand Onvo. Nio is most known for their luxury vehicles such as the ES9 & their battery swapping charge stations which they have over 4,000 of them alone in China.

It starts around 30k USD in its top trim level the Ultra + (featured in the video)

This is part 1 of a 5+ full length video series, all of which you won't want to miss

Special thank you to the entire Nio team for all of your hospitality throughout the week & to @scotsrule08 for all your great work helping out throughout the week as well.

Spencer is in this video & will be featured more in later parts of the series as well. Make sure to follow him to learn/see more of our entire week of testing.

[Rupert Lowe MP @RupertLowe10]

I want the world to hear what we heard.

[CovidNoGood @CovidNoGood]

👀 dude

#NIO $NIO

[Alessandro Palombo @thealepalombo]

Where to live in Europe with family in 2026, tax-optimised?

12 picks for 12 distinct kinds of family. This is Part II: 6 cities + the framework.

What I'm filtering for:

- Taxes
- Safety
- International schools availability
- Healthcare
- An airport within 2 hours
- Stability

Affordable picks and expensive ones. The ones I'd actually move to are not the ones on most lists.

I'm Italian. Living in Portugal with my wife for a few years. I've run this spreadsheet across the continent many times.

🧵

[Lei 𝕏ing邢磊 @leixing77]

William Li on Q1 2026 earnings call:

Average transaction price of NIO brand in Q1 2026 was RMB390,000, RMB50,000 higher than Audi and 50% higher than BMW.

ONVO was RMB240,000, higher than many second-tier luxury brands.

Let that sink in a bit.

$NIO

[Nic Cruz Patane @niccruzpatane]

SpaceX is such a bad ass company. In their IPO filing, they wrote this:

• The first private company to develop and launch a liquid-fuel rocket to reach orbit (2008)

• The first private company to successfully dock a private spacecraft with the International Space Station (2012)

• The first to successfully propulsively land (2015) and refly orbital-class rocket boosters (2017)

• The first to begin deploying a large-scale LEO broadband satellite constellation (2019);

• The first private company to transport astronauts to orbit, returning America's ability to fly astronauts to and from the International Space Station (2020)

• The first to manufacture consumer-grade phased-array user terminals at scale (2022);
The first to deploy a large-scale LEO satellite-to-mobile constellation (2025)

• The first to build a gigawatt-scale Al training cluster and largest coherent supercomputer (2026)

• The first gigawatt-scale Megapack battery installation (2026); and

• The only company capable of building orbital AI compute at scale.

BOOM.

[NIO @NIOGlobal]

NIO Inc. Reports Unaudited First Quarter 2026 Financial Results
NIO Inc. announced its unaudited financial results for the first quarter ended March 31, 2026.
- Excluding share-based compensation expenses, adjusted profit from operations (non-GAAP) was RMB 66.8 million (US$ 9.7 million) in the first quarter of 2026, achieving profitability for two consecutive quarters.
- Total revenues were RMB 25,532.7 million (US$ 3,701.5 million) in the first quarter of 2026, representing an increase of 112.2% from the first quarter of 2025.
- Gross profit was RMB 4,859.1 million (US$ 704.4 million) in the first quarter of 2026, representing an increase of 428.4% from the first quarter of 2025.
- Gross margin was 19.0% in the first quarter of 2026, setting a new four-year record.
- Vehicle margin was 18.8% in the first quarter of 2026, recording four consecutive quarters of quarter-over-quarter growth and hitting a new four-year high.
- Other sales margin was 20.6% in the first quarter of 2026, setting a new four-year record.
- Balance of cash and cash equivalents, restricted cash, short-term investment and long-term time deposits was RMB 48.2 billion (US$ 7.0 billion) as of March 31, 2026. We generated positive operating cash flows in the first quarter of 2026, delivering positive operating cash flow for three consecutive quarters.
- We expect total deliveries in the second quarter to range between 110,000 and 115,000 vehicles, with a year-over-year growth of 52.7% to 59.6%. Revenue guidance is set at RMB 32,777 million (US$$ 4,752 million) to RMB 34,436 million (US$$ 4,992 million), up 72.4% to 81.2% year over year.

[NIO Admirer @NIOAdmirer]

William Li joined NYSE floor talk to discuss what drove the quarterly profit in Q4 2025, and how all three models NIO launched last year, the All-New NIO ES8, ONVO L90, and firefly, each became the segment leader.
$NIO

[ThinkerCar @thinkercar]

Apr 2026 sales for the all-new #NIO ES8 hit 13,020 units.
It has been the top-selling full-size SUV for five straight months, now on track for a sixth consecutive win.
We’ll see if any model can challenge its lead.

[millenium @milleni26591534]

#China EV at $85K, this EV race just went premium mode #NIO spent $9.5 billion, 11 years building EV technology. The ES9 is what you get when they put all of it in2 one car $NIO ES9 has garnered significant attention, as it received 40,000 pre-Sales orders

[Aurora Tan @AuroraTan38652]

At the ongoing 2026 Beijing Auto Show — the world’s largest auto show, I met a very special Belgian fan, Marnix!
He’s been following Chinese EV brands since 2019, bought his first Chinese car in 2022, then upgraded to a second one.
This time, he flew all the way from Belgium to Beijing, just to volunteer at the NIO stand and show foreign visitors why Chinese EVs are amazing.
Beyond NIO, brands like BYD, XPeng, Li Auto, Geely and Chery are all turning heads throughout the venue.
This year’s show has set a new global record for scale, spanning 380,000 square meters across two venues, with 1,451 vehicles on display — including 181 premieres and 71 concept cars.

[George Noble @gnoble79]

This is the most OUTRAGEOUS deal I've seen in my 45 years on Wall Street.

SpaceX just disclosed Musk's new compensation package:

He gets up to 200 million super-voting shares if SpaceX hits a $7.5 trillion valuation, establishes a permanent human settlement of at least ONE MILLION people on Mars, and deploys roughly 100 terawatts of space-based computing power.

Let me put the 100 terawatts in perspective:

The entire electricity generation capacity of the United States is around 1.2 terawatts. The comp plan asks Musk to build more than 80x America's entire power grid... in orbit.

This is a science fiction screenplay that somehow landed in front of the SEC.

But here's why it actually matters for your portfolio...

The S-1 reportedly claims a $28.5 trillion total addressable market, with over 90 percent attributed to AI. CapeFearAdvisors flagged this one cleanly: when Palantir went public, it disclosed a $119 billion TAM and the SEC reviewed and accepted it.

SpaceX is claiming a market roughly 240x BIGGER.

Now let's talk about what is actually being sold here:

Reported 2025 revenue is approximately $15.5 billion. Starlink delivers around $11 billion of that with healthy margins, and the launch business is genuinely dominant. The problem is xAI - the AI piece doing all the heavy lifting in the trillion-dollar valuation pitch.

xAI generated just $210 million of revenue in the first 3 quarters of 2025 while burning through $9.5 billion in cash.

Ben Brey and Rupert Mitchell - a former Fidelity portfolio manager and a former head of equity capital markets at Goldman and Citi between them - ran a serious discounted cash flow on the actual operating businesses and arrived at roughly $400 billion. Lawrence Fossi covered their work recently and the math holds up.

The IPO is being marketed at $1.75 TRILLION.

The gap between what these businesses support and what Musk is asking the public to pay is roughly $1.35 trillion of pure narrative.

Then layer on what we just learned last week...

The New York Times investigation revealed Musk personally borrowed $500 million from SpaceX between 2018 and 2020 at rates as low as 1%, while bank prime rates sat around 5%. The same SpaceX has been used to bail out SolarCity, prop up Tesla during cash crunches, and absorb xAI when the AI losses became unmanageable.

This is the same playbook he's run for two decades.

Use a privately controlled entity as a personal piggy bank, and when the bills come due, find new investors to absorb the losses.

The IPO is structured to keep that game going FOREVER.

The Texas reincorporation strips away Delaware's fiduciary protections. Controlled-company status on the Nasdaq eliminates independent board requirements. And retail is being offered up to 30% of the offering (3x the normal allocation) because the institutions who actually do the math are quietly stepping away.

Here is the part that finishes the case for me:

Roughly $40 billion of the IPO proceeds are already spoken for before a single dollar reaches operations. About $23 billion retires SpaceX debt. Another $17 billion retires the high-interest debt sitting on xAI and X.

This raise is not funding the future. It's just plugging existing holes that retail investors will now own.

In my 45 years I've never seen a deal where the comp hurdle is colonizing another planet.

I've never seen a disclosed TAM that exceeds verified comparables by two orders of magnitude.

I've never seen a company asking the public to fund the retirement of debt incurred by separate private entities controlled by the same individual.

Every red flag I've watched precede a major bust over four decades is sitting in this prospectus, in plain sight.

The Tesla mispricing is being repeated on a far larger scale.

And this time the bag is being handed directly to retail.

Don't be the one holding it.

[Steve Investing @SZ_Investing]

Let’s take a first look at the interior of the dual-cabin, large 5-seat flagship SUV $NIO Onvo L80

Credit: 莉卡电车姐姐 via Weibo

[Rusty @RealRusty]

🤯 und die deutschen Hersteller wundern sich, warum Teslas sich so gut auch ohne Werbung verkaufen?

[Sentletse 🇿🇦🇷🇺🇵🇸🇱🇧 @Sentletse]

The NIO ES9

There is absolutely no way western car makers can compete with China.

[Vlad @VladTheInflator]

Dear Lord China is a decade ahead of US cars

Hope Elon can pull off the FSD or we're cooked

[SpaceX @SpaceX]

Three years since the first flight of Starship, the next generation is here. New ship. New booster. New engines. New pad and new test site. SpaceX engineers are working to solve one of the most difficult engineering challenges in history: developing a fully, rapidly reusable rocket

[Brian Roemmele @BrianRoemmele]

Love this new @SpaceX video.

Worth the time to watch…

[Prophet_Ikuku | QNN @Zyyon_]

Lol

The prompt The output

[Kyle Conner @itskyleconner]

This car is a marvel

Complete in-house vertical integration of powertrain, electrical architecture, chassis, and user functions - 48V low voltage / 925V high voltage

Dead silent at speed, great sound system, very comfortable seats, and bounces like a Maybach GLS

It’s baller… from a technical and visually imposing standpoint. Completely different character to S-Class / 7 Series but one that’s perfectly fitted to the customer of today, and certainly of no less perceived quality than the Germans.

Every automaker needs one of these for benchmarking because hoooooly macaroni

NIO ET9 💯 💯