Paul Serro

Outdoorsman

[Paul Serro @serro_paul]

@Almighty_Heini @WilliamLiNIO They need sell lot cars margins a are not good Nios

[Paul Serro @serro_paul]

@AlexaBliz_ Recycle bin

[Paul Serro @serro_paul]

@MarkBTrades Your fucked in head

[Paul Serro @serro_paul]

Ear pods

[Paul Serro @serro_paul]

@Philly_P87 For sure

[Paul Serro @serro_paul]

@OnTheFencepost Canada bringing China ev s gm ford done

[Paul Serro @serro_paul]

@ChadimirPoutine We need own refineries fuck USA

[Paul Serro @serro_paul]

@_The17thletterQ Who gives fuck maybe now should clean it up!

[Paul Serro @serro_paul]

@MAGAVoice He’s stupid fuck

[Paul Serro @serro_paul]

@TheCryptoSquire She’s fucken bitch!

[Paul Serro @serro_paul]

@_Crypto_Barbie They are toast!

[Paul Serro @serro_paul]

@_mm85 Go NIO!

[millenium @milleni26591534]

#Nio Institutional Owners 458 total, 423 long only, 7 short only, 28 long/short .. Well what I see is the biggest SURGE of institutional ownership is happening right now.
This rocket🚀is fueled up and sitting on the launch pad.. Nio Group booked roughly 100,000 firm orders #NYSE

[Paul Serro @serro_paul]

NIO Group nears 100,000 orders in last four weeks, behind only BYD and Geely https://t.co/xttkDBZ6Lj

[Trader Chris @5littlebass]

电动兄弟: After $NIO released the NWM today, all the car owner groups went wild, with everyone posting their own smart driving videos. This video is quite interesting, showcasing an extremely absurd route-selection capability.

@NIOGlobal #NIO

[David Abitbol @DavidAbitb43802]

I asked AI the following
I didn’t mention it was $nio

If an OEM can grow at 50% while the industry is contracting at 20%

What does that tell you about this company?

If those numbers are accurate and sustained over a meaningful period, it tells you several important things about the company:

It’s gaining market share rapidly. If the overall industry is shrinking by 20% but this company is growing 50%, then customers are shifting toward it from competitors. The company isn’t being lifted by a favorable market; it’s outperforming despite a difficult environment.
Its value proposition is resonating. That could be due to better products, stronger branding, superior technology, lower prices, a unique business model, better distribution, or some combination of these factors.
It may have a competitive advantage. The advantage could be temporary (a successful new product launch) or durable (network effects, cost leadership, infrastructure, ecosystem, regulatory positioning). Determining which requires deeper analysis.
Execution appears strong. Growing in a declining market usually indicates effective management in manufacturing, marketing, supply chain, and sales execution.

However, it does not automatically mean the company is a great investment. You would still want to ask:

Is the growth profitable, or is it being bought through heavy discounts and incentives?
How long has the outperformance lasted—one quarter, one year, or several years?
Is the company’s valuation already pricing in this success?
Are there one-time factors, such as a new model launch, that could distort the comparison?

For example, if the industry sold 100 units last year and 80 units this year (−20%), while the company sold 10 units last year and 15 units this year (+50%), its market share would rise from 10% to 18.75%. That’s a very significant gain.

So, the main conclusion is that the company is almost certainly taking share from competitors and executing well, but whether it represents an attractive investment depends on the quality, sustainability, and profitability of that growth.

[NIO Admirer @NIOAdmirer]

The parking lot of the NIO F2 factory is packed with ES8 and ES9 vehicles that have just rolled off the production line; the production capacity is at its maximum!
$NIO

[Paul Serro @serro_paul]

@Collins69446 @Darcie1387 That’s what enterprise car rental does when u return car!

[Paul Serro @serro_paul]

@NIOSwitzerland @Progrs_Forward He’s fucken crooked bastard!

[WOLF @WOLF_Financial]

JUST IN: CITRON RESEARCH FOUNDER ANDREW LEFT FOUND GUILTY OF SECURITIES FRAUD

A federal jury in Los Angeles convicted him after three weeks of trial. He earned roughly $20 million from these trades between 2018 and 2023, as per Bloomberg.

Then prosecutors showed the jury his private messages.

Left was accused of using explosive tweets to move stock prices on dozens of companies while privately not believing what he was writing. Post the tweet, profit on the move, exit.

He took the rare step of testifying in his own defense. Prosecutors used his own messages to challenge his credibility on cross-examination.

Citron Research is one of the most-followed short-selling operations in the world.