Cryptovicci 🌐

🌐 ♟️ 📜 | Connect the dots in a noisy world

[Cryptovicci 🌐 @cryptovicci]

$NIO May deliveries: 37,705 (+62.3% YoY, +28.4% MoM) ✅

#NIO needs only ~43k deliveries in June to reach the low end of Q2 guidance and ~48k to hit the high end.

June adds a full month of:
🔹 ES9
🔹ONVO L80
🔹 ONVO L90 ramp
🔹 Launch of the new L60

A 45k–48k June now looks increasingly realistic. If achieved, NIO finishes Q2 near the top end of guidance while growth continues to accelerate. ✅📈

[Cryptovicci 🌐 @cryptovicci]

@LFC Well, well, well… Arne Slot out.

Salah walks away a legend. Slot walks away a failure.

Totally unexpected, right?

https://t.co/4iDIAgzoCh

[Cryptovicci 🌐 @cryptovicci]

Arne Slot came to a team built to win. They won. Thanks to all players, but mostly to Salah. Now he will see how his arrogance will destroy the team. Not just for one occasion, but for many during the current season. How he himself thrown players under the bus. That’s the reason for the teams weak performance lately.

[Cryptovicci 🌐 @cryptovicci]

$NIO $180 thesis 2030

👇 👀
https://t.co/yBKUcGEUOI

[R_R @SignalsUSA]

$NIO
$XPEV
$LI
$TSLA

NIO is expected to generate around $20B in revenue this year. applying an average gross margin of 18% implies approximately $3.6B in gross profit, a very different story for the year

[Cryptovicci 🌐 @cryptovicci]

Only $NIO battery infrastructure = $30 Billion

[Cryptovicci 🌐 @cryptovicci]

Most people look at $NIO’s 3,800 battery swap stations and see EV infrastructure.

I see a distributed energy asset.

Assuming ~8 GWh of batteries across the network, that’s equivalent to storing roughly 8 hours of output from a 1 GW nuclear reactor.

The interesting part isn’t the storage itself, it’s the flexibility.

Every station can potentially:
✅ Absorb excess renewable power
✅ Provide grid balancing services
✅ Support frequency regulation
✅ Reduce local grid congestion
✅ Create new revenue streams beyond vehicle sales

In a world increasingly powered by intermittent renewables, flexible storage becomes critical infrastructure.

The market may value NIO as an automaker today.

The longer-term opportunity could be as an energy infrastructure platform hiding in plain sight.

[Cryptovicci 🌐 @cryptovicci]

@HoodKaylee6728 You'll always throw away a digital watch over a Rolex.

[Jason @Jas0nYu]

Yao Ming test drive NIO ES9 $NIO

[Cryptovicci 🌐 @cryptovicci]

$NIO ES9 competition in China. For reference.

Buick Century: 469,900–689,900 yuan
NIO ES9: 528,000 yuan (including battery)

[William Li @WilliamLiNIO]

Proud to share that the NIO ES9 was officially launched tonight!🎉
It starts at RMB 498,000 for full purchase and RMB 390,000 with Battery as a Service (BaaS) option. Built on NIO's 11 years of innovation, the ES9 is ready to lead the way into a new era!
Let's Power Up! Let's Jiadian!⚡
#NIO #NIOES9 #BeyondHorizon #BlueSkyComing

[Cryptovicci 🌐 @cryptovicci]

Big people need big space. $NIO ES9

NIO is telling the market: premium no longer needs a German badge. China’s next luxury champion can be built in China and respected globally.

[NIO @NIOGlobal]

NIO ES9 Welcomes Yao Ming as Chief Experience Officer

As the ES9, NIO’s flagship executive SUV, approaches its launch, we are honored to welcome Yao Ming as Chief Experience Officer of the ES9.

From becoming the NBA’s first international No.1 overall draft pick and an eight-time NBA All-Star, to earning induction into both the Naismith Basketball Hall of Fame and the FIBA Hall of Fame, Yao Ming’s career has defined a new height for China on the world stage. With his global perspective and cultural influence, he has also become a bridge between East and West as one of China’s most internationally recognized athletes and a defining figure in China’s growing engagement with the world.

After retiring from elite competition, Yao Ming has continued to drive the development of sports and champion public welfare. Through the Yao Foundation and other initiatives, he has long been committed to supporting children’s sports education in under-resourced communities. This long-term commitment to the future, together with his vision and sense of responsibility, embodies the spirit of “Vision, Action” that the NIO ES9 honors.

As the culmination of NIO’s 11 years of system innovation, the ES9 is designed for leadership and a new era. A pioneer in the smart electric executive flagship SUV segment, it delivers across-the-board excellence for leaders shaping their time.

Tune in at 19:30 on May 27 for the official launch of the NIO ES9.

[Cryptovicci 🌐 @cryptovicci]

$NIO Doji

[Cryptovicci 🌐 @cryptovicci]

Shorting $NIO when Ferrari shows this is wild.

[Polymarket @Polymarket]

NEW: Ferrari unveils the Luce, its first electric vehicle designed by Jony Ive.

[Dr Fred Wu @DrFredWu]

WOW #NIO

[Cryptovicci 🌐 @cryptovicci]

$NIO spent years building the infrastructure before the economics showed up in the numbers.

The chart explains operating leverage:

31K deliveries → 1.5% gross margin
55K → 8%
73K → 12%
87K → 15%
125K → 17.5–19%

Battery swap stations, manufacturing, charging, software and ecosystem costs are largely fixed upfront.

As deliveries scale, those costs are spread across more vehicles and each additional unit becomes increasingly profitable.

The market sees vehicle deliveries.

The figures suggest something bigger: $NIO may have already built the machine. Now scale determines how much cash it can print.

Home-market with 1.5 billion people is where they should take the throne first.

[Cryptovicci 🌐 @cryptovicci]

$NIO | Deliveries & Gross margin 2023-2026

✅ Accumulation phase
✅ Margin 1% --> 19%
✅ Q4 2025 deliveries greater than Q1-2-3 2023

[Cryptovicci 🌐 @cryptovicci]

$NIO | Deliveries & Gross margin 2023-2026

✅ Accumulation phase
✅ Margin 1% --> 19%
✅ Q4 2025 deliveries greater than Q1-2-3 2023

[Cryptovicci 🌐 @cryptovicci]

$NIO other revenues development. 20,6% margin.

[Cryptovicci 🌐 @cryptovicci]

Everyone is chasing AI.

But AI doesn’t run on hype. It runs on electricity.

More AI → more data centers → more grid stress → more need for energy storage and balancing.

While most still see $NIO as an EV company, they have quietly built 3,800+ battery swap stations and completed 100M+ battery swaps.

The question may not be: “How many cars will NIO sell?”

It could become:
“How valuable is a distributed battery network in an AI-driven world?”

[Catalyst Research @Thecatalyst_btc]

$VERBIO valuation vs GHG price

Quota back to peak, Verbio share price lag.
-
#Germany #Biofuels #REDIII #GHGquota

[Cryptovicci 🌐 @cryptovicci]

$NIO debt narrative vs actual balance sheet:

Shorts say:
“NIO has too much debt and no assets.”

Q1’26 says otherwise:

💰 Total assets: $18.3B
💰 Cash + investments + time deposits: $7.0B
💰 Total borrowing debt: ~$2.1B

That means:

📈 Liquid resources exceed borrowing debt by roughly $4.9B

Asset base includes:

🏭 Property & equipment: $3.7B
📦 Inventory: $1.2B
💰 Short-term investments: $3.3B
🤝 Receivables + other assets: billions more

The debate should not be:

“Does NIO have assets?”

The debate is:

“How efficiently can NIO convert its asset base into sustainable earnings?”

Very different question.

[Cryptovicci 🌐 @cryptovicci]

$NIO Q4’25 vs Estimated Q2’26

Q4’25 (actual)

🚗 Deliveries: 124,807
💰 Revenue: $5.02B
📈 Gross margin: 17.5%
✅ Operating profit: $117M
💰 Net profit: $41M

Q2’26 (guided + estimated)

🚗 Deliveries: 110k–115k
💰 Revenue: $4.75B–$4.99B
📈 Gross margin: ~19.0% (assuming Q1)
✅ Estimated operating profit: $150–200M
💰 Estimated net profit: $100–180M

[Cryptovicci 🌐 @cryptovicci]

$NIO Q1’26

Key figures:

💰 Revenue: $3.70B (+112% YoY)
🚗 Deliveries: 83,465 (+98% YoY)

📈Vehicle margin: 18.8% vs 10.2% last year
📈 Gross margin: 19.0% vs 7.6% last year
📈 Other-sales margin reached 20.6%

💰Gross profit: $704M (+428% YoY)
✅ Adjusted operating profit: +$9.7M
💰Cash reserves: $7.0B

Now lets estimate Q2 in parity to Q4-2025 in next comment below 👇