Brad Feeser

Digital Art, video production, podcasts and Ai.

[NIO 🇨🇭 Investor @NIOSwitzerland]

wow ONVO L80

[Pierre Collet @ColletPier96354]

Think of battery swapping not as a utility, but as Nio’s Costco Hot Dog, except they’re serving Filet Mignon with sauce béarnaise.

To better understand battery swapping you need to understand that its covert purpose is not necessarily to get a charged battery in 2 - 3 minutes. That's great, but that's just part of it.

Even if there are never any partner swap cars, battery swapping is to differentiate yourself from other EV owners.

Its true purpose isn't just a 3-minute charge; it’s a status symbol that separates you from every other EV owner. Swapping is just the 'hook' to pull you into the ecosystem. Once you’re in, the differentiators and exclusive service create such a walled garden that the infrastructure costs don't matter.

Nio isn't just selling cars; they're building a Chinese EV powerhouse with a cult-like loyalty that will eventually knock Tesla off its mountain top.

Once the Chinese figure out that Nio is not going to go bankrupt, get out of the way of the stock price, because you're going to get run over by national pride.

[Brad Feeser @bradfeeser]

@CSYvc $crispr

[Brad Feeser @bradfeeser]

@ColletPier96354 This needs to be seen #nio and shared.

[Pierre Collet @ColletPier96354]

If you were to show someone these facts without any knowledge of Nio, as to what it does or where it is from, they would think you were lying or insane.

Nio IPO price in September 12, 2018 was $6.26

Nio price April 17, 2026 was $6.83

**Eight years have past between these two Nio stock prices. 57 cents is the difference. As you know, time is money. Eight years of time is extremely valuable, perhaps even more valuable than all the money Nio has spent in that time. If you as a company were exclusively given 8 years of time, what price would you pay for that time??**

What happened in between time, during these past 8 years? In other words, what are you getting for 8 years of company labor, valued at 57 cents over the original price?

Let's figure it out. IP0 2018 - April 2026

Infrastructure & Manufacturing Assets:

NIO has invested heavily in physical assets to support its high-touch service model.

Factories (3 Total):
F1 (Hefei): Original production base; NIO acquired the assets from JAC for $436 million in 2023 to fully own production.
F2 (NeoPark): Highly automated smart manufacturing center for the ET5 and newer models.
F3 (Planned/Scaling): Dedicated facility for the ONVO and FIREFLY brands to reach the 1M annual unit target.

Battery Swap Network (Gen 1–5):
Total Stations: 3,815 stations.
Total Estimated Investment: $2.8 Billion.

Station Cost:
Gen 4/5 stations now cost between $400k and $700k per unit depending on battery configuration.

Charging Piles:
Over 28,000 charging piles deployed globally.

Specialized Technology & Model Detail
Total Models Delivered: 10 core vehicle models (including the ES9, ET9 flagship, and new ONVO L60).

Chips:
Significant R&D spent on the Shenji NX9031 (5nm) and the Yang Jian LiDAR SoC.

IP Assets:
Over 8,500 patents across vehicle systems, energy storage, and AI software.

$19.10 Billion- Direct costs for manufacturing 1.08M vehicles.

Research & Development-$10.15 Billion-Cumulative spending on NAD (Autonomous Driving), internal chips, and solid-state batteries.

SG&A (Ops & Sales)-$8.80 Billion-Operation of Nio Houses, marketing, and expansion into Europe.

Cap Ex (Fixed Assets)-$3.55 Billion-Factory tooling, equipment, and land.

Total Cumulative Spent $41.60 Billion-the sum of all major operational and capital outflows.

So, for a 57 cent premium over the 2018 price you get 1 share of Nio. In return you get a slice of 8 years of company labor, growth, along with 41.6 Billion United States Dollars invested.

Oh, and a couple months ago this same company announced its first quarterly profit and the company CEO has forecasted an entire year of profitability for 2026. (Yes, I know the company has debt. Debt is good, if you spend it wisely, as leverage)

Even accounting for dilution, the market is valuing this profitable giant at a fraction of its true replacement cost.

Don't be the person who looks back in time saying to yourself "how could I have been so blind?"

[Brad Feeser @bradfeeser]

@MarkBTrades Don’t hate. $NIO is an inevitability. Invest in the future of transportation. Or don’t. Day traders don’t give a F***k about the future. They only play the swings. Stay the course NIO fam!

[Brad Feeser @bradfeeser]

@NIO_Army_100 So true. #NIO is inevitable. It’s only a matter of time.

[Brad Feeser @bradfeeser]

The Super Bowl ad that I wish existed… The @pepsi ad misfits that didn’t make the cut… if you’re an underdog… this spot is for you.

[Brad Feeser @bradfeeser]

@figgy1million I don’t understand what this is or what it means. Can someone explain?

[Brad Feeser @bradfeeser]

@ragzyart Okay. I’ll keep looking then.

[William Li @WilliamLiNIO]

Today marks a big moment for NIO, our 1,000,000th vehicle has rolled off the production line!🎉We donated the 1,000,000th production vehicle, a NIO All-New ES8 in Nebula Green, to provide mobility support for leading experts in the quantum science field. I'm deeply grateful to our one million users for being with us on this journey. Let's keep moving forward and Jiadian!⚡
#NIO #BlueSkyComing

[Brad Feeser @bradfeeser]

@ragzyart It’s not bitching. It’s called calling it how I see it. You don’t have to like it. I like your Lego art though.

[Brad Feeser @bradfeeser]

@ragzyart Crypto has so much potential if people were more honest and upfront. “Is Rageguy a blue chip?” How is that even a real question especially not knowing who started the project. A true “culture caller” isn’t self proclaimed, and certainly doesn’t promote mystery projects.

[Brad Feeser @bradfeeser]

@ragzyart What made you think Im losing? I just don’t like click bait. And I’m blunt with my thoughts. Especially with people I thought can handle it. Be better.

[Brad Feeser @bradfeeser]

@ragzyart No. Because I knew it wasn’t Bluechip. Don’t worry, I’m not hating the player… I hate the game.

[Brad Feeser @bradfeeser]

@ragzyart Well you sure were hyping it…

[Brad Feeser @bradfeeser]

@ragzyart

[Brad Feeser @bradfeeser]

@ragzyart So which of the 10000 is the blue chip one? I can’t find it.

[Brad Feeser @bradfeeser]

@ragzyart We can agree to disagree.