Fully Charged Mind

$Nio

[Fully Charged Mind @JeremyBrownJun2]

@dream_theatur @theotherdas @RajeshwariRW I would rather not die on the street than being watched by a camera.

[Fully Charged Mind @JeremyBrownJun2]

@Wakeuptoreal26 @theotherdas @RajeshwariRW Fair question but China still has more billionaires after the US. Also on a lighter note Jack Ma is back and being seen in business circles.

[Fully Charged Mind @JeremyBrownJun2]

@zeus_dell @theotherdas @RajeshwariRW https://t.co/pQNqqKi3zj

[Fully Charged Mind @JeremyBrownJun2]

@SinghStepsIn @ekwufinance They started to print dollars to support treasuries. Dollar is next.

[Fully Charged Mind @JeremyBrownJun2]

@theotherdas @RajeshwariRW Lol. I can tell you people have better human rights in China than you guys have. Indians dies on streets like dogs.

[Fully Charged Mind @JeremyBrownJun2]

@ed_Didiong @KobeissiLetter Basically everyone is pouring money into AI stocks and hence the valuations. Since AI returns are nowhere to be seen its a matter of time before rich 5%, institutes and banks pull the rug, leaving all those households to holding the bags.

[Fully Charged Mind @JeremyBrownJun2]

@CrysisGalaxy @retiredcreator I also believe its mostly China macro which is affecting the stocks.

[Fully Charged Mind @JeremyBrownJun2]

@5littlebass @NIOGlobal I believe most of the cost is being absorbed by external partners. There is no way Nio can build all these and still be profitable.

[Fully Charged Mind @JeremyBrownJun2]

@marlene4719 When do we expect the EU to start sanctioning the US for crackdown on freedom of press, the way they every developing country ?

[Fully Charged Mind @JeremyBrownJun2]

@Kalshi Saudi monarchs are buying a bit more time and delaying their inevitable fall, but its coming.

[Fully Charged Mind @JeremyBrownJun2]

Global oil markets are broken beyond repair. EV adoption is accelerating at an unprecedented rate. Oil demand has peaked in 2025. Watch oil demand going down from here.

[The Kobeissi Letter @KobeissiLetter]

While everyone is watching crude oil futures, the physical crude oil market is out of control.

Shipping costs for crude oil are surging at a near-unprecedented rate.

The cost to ship 2 million barrels of crude oil from West Africa to China is now up to $23.59/barrel.

To put this into perspective, in July, the cost for the same shipment ~$6.50/barrel.

That's a +258% surge in shipping costs in just 2 months.

We are witnessing one of the largest global energy shocks ever recorded.

[Fully Charged Mind @JeremyBrownJun2]

@leixing77 @NIOGlobal @catl_official Maybe a consolidation honoring China's official strategy ?

[Fully Charged Mind @JeremyBrownJun2]

So a consolidation coming ? Nio holds the EV platforms, chips, swap stations and softwares, CATL holds batteries and cash. The merger could make a global giant and will feed into CCP’s merger and consolidation strategy.

[ChinaEV Home @CNEVhome]

NIO founder William Li recently met with CATL chairman Robin Zeng to discuss the next stage of their partnership, with both sides planning to expand their cooperation further.

The timing is interesting. “De-CATL” has become a recurring talking point in China’s auto industry, usually referring to automakers developing batteries in-house or bringing in more suppliers to reduce reliance on CATL. NIO, meanwhile, is continuing to deepen its ties with the battery giant. $NIO

[Fully Charged Mind @JeremyBrownJun2]

Just Swap with $NIO

[王帕鲁 @paluyyds]

千万不要去有人看守的充电桩充电

充一次花了我 500

新能媛也不便宜

[Fully Charged Mind @JeremyBrownJun2]

@DCageless @Meti1234567890B These people are desperate and want to exit. Nio does not care and should not care.

[Fully Charged Mind @JeremyBrownJun2]

@EV_carba Still remarkable 3 months after the launch. This shows they have consistent demand.

[Fully Charged Mind @JeremyBrownJun2]

@Iamnotnomi These are Nio Capital Funds which are investing in different companies. Funds belong to others and Nio Capital only manages those funds.

[Fully Charged Mind @JeremyBrownJun2]

@Iamnotnomi They should not waste money on buy backs. At best they should not dilute further. Money provides stability which is needed more than a higher stock prices.

[Fully Charged Mind @JeremyBrownJun2]

China is a perfect balance of labour cost, energy cost, skilled workforce, stable policy, working culture and long term vision. This results in lowest possible cost and highest possible yield. Virtually impossible to replicate.

[Reuters China @ReutersChina]

A year after shifting production and sourcing out of China to avoid higher U.S. tariffs, some companies are learning that replicating the country's factory ecosystem is not so easy and are bringing manufacturing back. https://t.co/b9YAyBlxRN

[Fully Charged Mind @JeremyBrownJun2]

@habibislop @sprirt24 @truesteel23 Tesla stopped innovating. Were it CCP who asked Tesla to produce newer better cars ? Stop blaming China for everything others do not do.