$NIO just dropped a month ago its FIRST-EVER quarterly profit... and the bears are still sleeping/dreaming.
After 11 years of burning cash, Q4 2025 delivered:
- First GAAP operating profit;
- Net profit turned positive;
- Gross margins exploding higher.
Now look at Q1 2026:
- March deliveries: 35,486 vehicles → +136% YoY;
- Q1 total: 83,465 vehicles → +98% YoY;
- Cumulative deliveries just crossed 1.08 MILLION.
Three brands firing (NIO + ONVO + FIREFLY), battery swap moat getting stronger every day, and management guiding for full-year profitability in 2026. STILL I did not mention about its Shenji NX9031 chip with over 550,000 units produced as of March 2026.
This isn't another "maybe someday" EV story.
This is the turning point. From the $3 lows to $6+ we going back to $10+ this cycle or what?
NIO bulls; smash that like button if you're still holding through the noise. #NIO #ChinaEV #EV