Nobody79

IT Manager and tech enthusiast. Investor mainly in future trends and products. Located in Austria 🇦🇹 - Portfolio: NIO , NEL ASA, Paysafe, ams Osram, SPCE

[NIO @SZABOBENOIT]

The NIO ES9 is incredibly popular! Look at the crowds in the dealerships right now! Everyone wants to see it and try it, and you even have to queue and make an appointment! 😂 Former BMW, Mercedes-Benz or Audi customers are completely addicted to the ES9

[Jason @Jas0nYu]

ES9: Deliveries remain constrained by supply chain issues despite a 15-week order backlog.

New Models: The ET6 Touring (ET6T) and other 3.0 platform vehicles are undergoing road testing, with launches expected next year. They will feature minor design refinements and will not include steer-by-wire.

Battery Updates: condensed batteries are expected to debut next year, and the monthly BaaS subscription fee will be lowered.
$NIO

[Nobody79 @Nobody796]

@adibs88 I expect 32% growth this year.. 430k !

[Nobody79 @Nobody796]

Wow, what an incredible song! It couldn’t be more relevant to what’s happening around the world right now. Please feel free to share it. #song #strongmessage #theechoknows #ekasto

https://t.co/PVsAU7SG2z

[NIO Today @NioToday]

Something is starting to change around $NIO.

I don't talk about bullshit analyst upgrades or social media sentiment.

It’s the quant funds.

Renaissance Technologies, the LEGENDARY quantitative hedge fund founded by Jim Simons, increased its NIO position by roughly 70% in Q1 2026, adding about 5.96M shares.

Renaissance doesn’t buy stocks because it likes the CEO, the product, or the story. Its edge comes from models, data and statistical signals.

And it’s not alone.

D.E. Shaw, Two Sigma and Citadel also reported sizeable NIO positions.

Does that mean these funds are making a huge long-term bet on NIO? Of course not. Quant positions can exist for many reasons, and 13F filings only show part of the picture.

But I still find it interesting that $NIO is increasingly showing up in the portfolios of some of the most sophisticated quantitative investors in the world.

Especially while the underlying business is improving:

+112.2% revenue growth
19% gross margin
2nd consecutive quarter of positive adjusted operating profit

None of this proves the stock is going higher.
But the picture is starting to look very different from the old:

“Chinese EV company that just burns cash.”

And I think that shift is worth paying attention to.

[NIO 🇨🇭 Investor @NIOSwitzerland]

@OrbitalQuantum CHEERS

[CovidNoGood @CovidNoGood]

Internet find

#NIO $NIO

[CovidNoGood @CovidNoGood]

Idk who created this but man… NIO needs to build this!

#NIO $NIO

[NIO 🇨🇭 Investor @NIOSwitzerland]

TESLA delivered Pure BEV 126,157 Q2 in China
NIO delivered Pure BEV 107,658 Q2 in China
XIAOMI delivered Pure BEV about 99,000 Q2 in China

[Nobody79 @Nobody796]

@InvestorSince21 Absolutely not. I’m hoping for at least 44,200 deliveries. Since that figure had already been mentioned several times, I just picked a slightly higher number at random. 😆

[Jason @Jas0nYu]

10,000 ES9s × ~$80k ASP = ~$800M in revenue. That's roughly 24% of NIO's entire Q1 vehicle sales revenue. $NIO

[Nobody79 @Nobody796]

Community support would mean a lot! Please follow, like, and share the songs from my favorite artist, EKASTO.
https://t.co/nI4h7OLtGk

It’s completely free 🙂 Follow along and discover some great songs if this genre is your vibe. #spotify #applemusic #youtubemusic

[Nobody79 @Nobody796]

@NotA_Bull $NIO …

[Nobody79 @Nobody796]

Vote for me on the @DistroKid Playlist Spotlight https://t.co/aIEg8xcPEu

#newsong #ekasto #NEWWAV_ALBUM_RELEASE #spotify #amazonmusic #applemusiclive #arcade #arcadedreams

[CnEVPost @CnEVPost]

Nio ES9 hits market with prices undercutting pre-sales levels

Nio priced the ES9 starting at 498,000 yuan ($73,400) including the battery pack, down nearly 6% from the pre-sales price announced last month. https://t.co/uqHhijWwbj 👇

[EV @EV_carba]

CLSA Raises Nio’s Price Target, Expects 441,000 EVs Delivered in 2026 — EV $NIO via @EV_CARBA
https://t.co/MqR4qzL4Zk

[CnEVPost @CnEVPost]

The starting price for the Nio ES9 with battery pack is 498,000 yuan ($73,430), while the starting price under the BaaS plan is 390,000 yuan.

[Nobody79 @Nobody796]

@NIONenad @NIOSanFrancisco By 2028, NIO’s share price reach $6, and the company may pay a $2 dividend thanks to massive profits. .. no financial advice 😆😂. Long !

[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.