Markus

Non-conformist engineer, lifelong apprentice, passionate about the sea ...

#EVs #Semiconductors #Solarpower #WindEnergy #Nuclearpower #Uranium

[Wild trading @YYDSxjm]

$NIO CORRUPTION ON A MASSIVE BANANA REPUBLIC SCALE

NIO's Mkt Cap $12.68B
NIO has 7B In cash and Equivalents
So, the company is valued at 5.68B
Projected sales 20B
Massive moat and four Factories 4000 Swap stations
Profitable in the last two reported Quarters

[Markus @marcus_uf]

@wholemars Not so confidentially then... 😉

[Huff© @drumkix]

That moment you realize...
✅ NIO is the Fastest Growing EV Tech Company on the Planet
✅NIO Is Larger Than LI Auto
✅NIO Is Larger Than XPEV & RIVN Combined
But...
Is "Valued" Below ALL of Them 🤔
NIO Blue Sky Is Already Here... Wallshit just Doesn't want to Accept It *cheers*

[Markus @marcus_uf]

@_mm85 I have been saying for many years now that until $NIO delist from NYSE, US institutional investors and "some American companies" won't let #NIO stock rise. Besides, every time HK has the opportunity to push the SP up, nothing happens... Patience needed.

[Doug Casey's International Man @intlmandotcom]

The 10-year Treasury yield is perhaps the most important financial benchmark in the global fiat system, as it drives valuations and market trends worldwide. It is widely—and erroneously—regarded as the risk-free rate of return.

The 10-year Treasury yield can be thought of as a key barometer of the US dollar-based fiat system—a critical measure akin to its beating heart.

Bond yields move inversely to bond prices. When bond prices fall, bond yields rise.

A rising 10-year Treasury yield signals trouble for the US dollar because it means investors are selling Treasuries, which pushes up the US government’s borrowing costs. That is why the 10-year Treasury yield is a major pain point for the US government.

The 10-year Treasury yield was 3.97% when the war started. Now it is around 4.60%, an increase of roughly 63 basis points.

I expect the 10-year Treasury yield to keep climbing over the coming weeks and months—until it forces the Fed’s hand. At that point, the intervention will be sold as “stability,” but the mechanism will be familiar: suppress yields by debasing the currency.

At today’s debt levels, every 1 basis point increase in the government’s average borrowing cost adds roughly $3.9 billion in annual interest expense. So a 63 bps rise is not trivial—it translates to nearly $250 billion in additional yearly interest costs, materially widening a 2025 budget deficit that was already around $1.8 trillion.

Higher yields mean the US government must pay tens or even hundreds of billions more in interest on its debt. At the same time, the global economy faces even greater added costs because Treasury rates serve as the benchmark for borrowing worldwide.

That is not an insignificant move. However, given all the headwinds I have discussed, I suspect the 10-year Treasury yield is headed much higher because investors will demand higher yields to compensate for rising inflation. Further, if Hormuz remains closed, drastically higher oil prices are all but certain. Higher energy prices mean higher prices across the economy and higher official inflation rates, which means investors will demand still higher yields to compensate.

The problem is that interest on the federal debt is already over $1.2 trillion and is now the second-largest item in the budget. The US government cannot afford yields going much higher because the interest expense would push it toward bankruptcy.

I am not sure how—or even if—the US government can manage this situation. Something has to give, and we will not have to wait long to find out what.

The Iran war may prove to be more than another foreign policy disaster. It could be the trigger that exposes the fragility of the entire dollar-based financial system.

[Markus @marcus_uf]

@Klp168 Thanks 👍🏼

[Ricardo @Ric_RTP]

Trump just got exposed for running the biggest insider trading operation in American history.

Nancy Pelosi traded $5 million in stocks and Congress lost its mind.

Trump literally executed $750 MILLION worth of stock trades in ONE quarter while being President.

His ethics filing just dropped and the numbers are genuinely unprecedented in history:

Between January and March 2026, Donald Trump personally executed 3,700 individual stock transactions worth between $220 million and $750 million.

That's roughly 60 trades PER DAY.

While signing executive orders, meeting foreign leaders, and making policy decisions that directly impact the companies he's buying and selling.

Now here's where it gets really insane:

On February 10, Trump bought between $1 million and $5 million worth of Dell stock.

Three months later, on May 8, he stood at a Mother's Day event at the White House, thanked Michael Dell by name, and told Americans to "go out and buy a Dell."

Dell stock surged 14.6% that day to an all-time high of $263.99.

Since Trump's February purchase, Dell is up 96%.

And 5 months BEFORE Trump bought Dell stock, Michael and Susan Dell donated $6.25 billion to Trump Accounts, one of the largest philanthropic commitments to a sitting president's signature program in modern history.

So the timeline goes: Dell donates $6.25 billion to Trump's program -> Trump buys Dell stock ->Trump tells America to buy Dell from the White House podium -> Stock hits all-time high

And that's just ONE stock...

The same filing shows Trump bought Nvidia stock on February 10. One week later, Nvidia announced a massive chip deal with Meta.

He bought more Nvidia stock one week BEFORE his own Commerce Department approved the sale of Nvidia chips to Saudi Arabia.

He bought Intel stock starting in March 2026. The US government already owned a 9.9% stake in Intel worth over $41 billion. On April 30, Trump posted on Truth Social praising Intel, writing that "Intel Stock continues to rise."

Intel jumped 3% in after-hours and is now up 140% year-to-date.

He bought Palantir stock while his administration was actively handing them billion-dollar government contracts for immigration enforcement and defense.

He bought Robinhood stock while his own Trump Accounts program uses Robinhood as the broker.

He's currently sitting on over 100% profit on AMD, Intel, Bloom Energy, Marvell Technology, and at least 10 other positions.

Every single president since Lyndon B. Johnson has used a blind trust to avoid exactly this situation. But Trump didn't.

His assets sit in a trust controlled by his own children, and the filings show a broker acted as agent on several trades.

The White House says the portfolio is "independently managed."

But here's what independently managed looks like:

Buy Dell stock. Three months later, publicly endorse Dell from the White House. Stock hits all-time high.

Buy Nvidia stock. One week later, your own government approves their chip sales. Stock rips.

Buy Intel stock. Post about Intel on Truth Social. Stock jumps. The government you run already owns a 10% stake.

Buy Palantir. Hand them contracts. Buy Robinhood. Route a federal program through their platform.

Nancy Pelosi got absolutely destroyed for her husband's stock trades.

Her husband's total disclosed trades in his most controversial year were worth roughly $5 million.

Trump just disclosed up to $750 MILLION in a single quarter.

While making the actual policy decisions that move these stocks.

This isn't a left or right issue.

We're talking about the President of the United States averaging 60 stock trades per day in companies his own administration regulates, contracts with, and publicly endorses.

What do you think?

[Li Zexin 李泽欣 @XH_Lee23]

Ford CEO Jim Farley: We should not let Chinese EVs into the US.

Jim himself drove a Chinese Xiaomi Su7 and has been to China 6-7 times a year.

He said, "It's the most humbling thing I've ever seen. They have far superior in-vehicle tech."

Can't win, so they ban.

[Mike @Mike65462413]

$NIO

[Glenn Diesen @Glenn_Diesen]

Future generations will curse her name for pulling Europe into an unnecessary and disastrous war against the world's largest nuclear power

[Sociedad Nuclear Española (SNE) @SNEu235]

🇩🇪 Un estudio de 2024 señaló que Alemania podría haber ahorrado hasta 332.000 millones de euros si hubiese mantenido su parque nuclear y apostado por nuevos reactores, en lugar de centrarse en la transición energética del programa #Energiewende. Mientras esta estrategia supuso unos costes totales cercanos a 697.000 millones de euros entre inversiones y subvenciones, la alternativa nuclear habría requerido una inversión muy inferior, estimada en unos 36.000 millones. 💰

⚛️ Además del impacto económico, el abandono de la energía nuclear incrementó la dependencia del gas, especialmente de Rusia, lo que aumentó la vulnerabilidad del país durante la reciente crisis energética. Según el análisis, mantener la nuclear habría permitido a Alemania alcanzar sus objetivos climáticos de forma más eficiente, con menores costes, mayor estabilidad del sistema y menor exposición a riesgos geopolíticos. 🌍

📢 Noticia publicada por @ForoNuclear en septiembre de 2024 👉🏻 https://t.co/7TIPQ1FyVh

#EnergíaNuclear #CentralesNucleares #NuclearSí #VocesxAlmaraz #SalvemosAlmaraz

[Markus @marcus_uf]

$NIO Battery Swapping is the way to go.

[Jason @Jas0nYu]

CATL Battery Swap division CEO talks about why Battery Swap is meaningful when 6 minutes charging is possible #CATL $NIO

[Markus @marcus_uf]

$NIO Short Squeeze?

[Brian Tycangco 鄭彥渊 @BrianTycangco]

Maybe I haven’t been observing enough before but 77% short selling turnover for $NIO in Hong Kong must be some kind of record. Holy crap! 😂

You’d think this company was as bad as $LCID but far from it. NIO sales are surging and is expected to turn a profit in full year 2026.

[Markus @marcus_uf]

@Dexter_nn_nn Tu mismo lo has dicho, o se tiene o no se tiene, no tiene nada que ver con una pajarita...

[Markus @marcus_uf]

@Dividend_Dollar Wait till Monday...

[Markus @marcus_uf]

@amazing_physics 254

[Chris @Klp168]

$NIO
As of April 15, 2026, the AEB system has averted 392,571 dangerous situations. 🦺

[Markus @marcus_uf]

These are the politicians we have in #Europe... I guess we have to suffer a lot before people start waking up and ask for changes. #EU

[Mario Nawfal @MarioNawfal]

🚨🇷🇺🇪🇺 Putin's top economic envoy called this to the exact day...

On April 4th, @kadmitriev predicted the EU's last Hormuz shipments would arrive April 11th, bureaucrats would start panicking on April 13th, and reserves would run dry around April 20th.

It's April 14th. He's batting 1.000 so far.

The EU's response to a blockaded Strait and emptying fuel reserves?

Ursula von der Leyen telling Europeans the cheapest energy is the energy you don't use.

Dmitriev's argument is simple: Europe didn't get here because of the Iran war.

It got here because it sanctioned Russian energy after 2022 and never replaced it.

The Strait closing just pulled the trigger on a gun Europe loaded itself.

[Markus @marcus_uf]

@NIOSwitzerland @business Losers...