NIO investor. Tweets are my opinions. I am not a financial advisor.
Wisconsin, USA
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Nenad Markovic retweeted
H1 2026 deliveries:
Li Auto: 193,472
NIO: 191,123
XPeng: 165,977
Rivian: 22,559
Lucid: 7,046
Approximate market caps as of early October 2026:
Rivian: about $21 billion
Li Auto: about $10.5–11 billion
XPeng: about $9 billion
NIO: about $8.5 billion
Lucid: about $1.6 billion
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Nio Sets Daily Battery Swap Record of 183,469 on China’s National Day — EV $NIO via @EV_CARBA
eletric-vehicles.com/nio/nio…
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NIO Inc. Delivers 37,408 Vehicles in September, Up 49.2% YoY in First Three Quarters
In September 2026, NIO Inc. delivered 37,408 vehicles, representing an increase of 7.7% year-over-year. The deliveries consisted of 21,318 vehicles from the premium smart electric vehicle brand NIO, up 55.3% year-over-year; 8,763 vehicles from the family-oriented smart electric vehicle brand ONVO; and 7,327 vehicles from the small smart high-end electric car brand firefly, increasing 26.9% year-over-year.
In the first three quarters of 2026, NIO Inc. delivered a total of 300,301 vehicles, up 49.2% year-on-year, with all three brands setting record highs for the period. The NIO brand delivered 181,988 vehicles, up 63.4% year-on-year; the ONVO brand delivered 70,191 vehicles; and the firefly brand delivered 48,122 vehicles, up 136.7% year-on-year. To date, NIO Inc.’s cumulative deliveries have reached 1,297,893 vehicles.
#NIO #BlueSkyComing
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Nenad Markovic retweeted
$NIO — Weekly In-Depth Analysis 📈
Many people will regret not buying at these prices.💰
As I mentioned earlier, $NIO is currently in the Wyckoff Spring stage. It’s a textbook setup that we see play out over and over again.
This stage is important because it shakes weak hands out of the stock.
Once these structures are established, market makers can take advantage of the liquidity created by the move. The narrative is extremely negative while the structure is being built.
Everything is bad.
Then, when price starts moving higher, suddenly $NIO becomes the greatest car company in the world.
You’ll see the news cycle change with the price.
That’s how markets work.📊
Now, let’s look at the other technical setups.
The 2W RSI is bouncing out of the Bollinger Bands, which is in line with the Spring stage.
The 2W red RCI lines have also been sitting near their lowest levels for several weeks.
Then we have the 3W Bressert indicator.
Once it turns upward, we're going to have a lot of momentum
And then comes the macro signal.❗️
There is a 5-year RSI trendline forming, with three perfect retests so far.
Once the 3W RSI starts turning upward and that 5-year trendline breaks, the macro shift will happen
By that point, price will already be higher than it is today.
That’s why this zone is a golden opportunity to buy $NIO. 💰
Once that 5-year trendline breaks, the resulting momentum will push price significantly higher.
And when that happens?
You’ll see positive $NIO headlines everywhere.
Only the $NIO army are going to win big from here, because they are die-hard believers, and one day they will win big for never stopping believing.
That’s how markets work. 🫡
$NIO - WEEKLY UPDATE 👀
Many people are losing patience.
While the S&P keeps pumping, $NIO is still in the Spring Stage.📈
This stage is crucial for a healthy continuation to the upside.
Let’s take a look at $btc for a Wyckoff comparison.
If you study Bitcoin, you’ll see it repeating Wyckoff structures over and over again.
And when the structure is respected, breakouts can become extremely clean.
The same will happen to $NIO.
It’s a textbook play by market makers.
Market makers take control.
They don’t have many certainties , but when they see one, they secure it.
A golden opportunity. 🫡
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Nenad Markovic retweeted
Appreciate it @LoganTillman
2031’s On The Rise Vol 38 👇🏾 🔗
lt2fbaglobal.com/blog/8dm2fg…
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Proud to share that NIO and Geely have entered into comprehensive strategic partnership in charging and battery swapping!🎉 We've reached broad agreement on cooperation across technology, operations, and capital, and will jointly invest in our respective charging and battery swapping businesses, share technologies and standards, and develop a shared service network. Together, we're exploring a new model for open collaboration and mutually beneficial cooperation in China's automotive industry. Let's Power Up! Let's Jiadian!⚡
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Nenad Markovic retweeted
NIO and Geely Enter into Comprehensive Strategic Partnership in Charging and Battery Swapping
On September 28, 2026, NIO and Geely Holding Group entered into a comprehensive strategic cooperation in charging and swapping. The two sides have reached broad agreement on cooperation across technology, operations, and capital, and will jointly invest in their charging and battery swapping businesses, share technologies and standards, and develop a shared service network. The partnership marks a new model for open collaboration and mutually beneficial cooperation in China’s automotive industry.
Under the agreement, Geely Holding Group will invest in NIO Power through a combination of its 100% equity interest in Yiyi Power, a subsidiary of Geely Holding Group, and RMB 640 million in cash. Upon completion of the transaction, Geely Holding Group will hold a 30% stake in NIO Power. Yiyi Power’s battery swapping business for commercial mobility services will subsequently be integrated into NIO Power. NIO Power will continue to optimize its battery swapping network for commercial fleets, supporting the growth of Yiyi Power’s commercial mobility business. In the meantime, the two sides will co-develop unified battery swapping technologies and standards for consumer-facing vehicle models. Geely Holding Group will develop consumer-facing battery-swappable vehicle models, while NIO Power will provide battery swapping services for these models. This cooperation will also further accelerate the development of NIO’s Power Swap Network. NIO Power aims to have 10,000 Power Swap Stations in operation by 2030, with annual electricity demand across the network expected to exceed 10 billion kWh. As Power Swap Stations become an increasingly important new type of energy infrastructure, their commercial and social value will become more evident.
In the smart charging business, NIO will invest in Haohan Energy, a subsidiary of Geely Holding Group. Upon completion of the transaction, NIO will hold a 10% equity stake in Haohan Energy. The two sides will fully connect their charging infrastructure, jointly expanding coverage and improving the operational efficiency of their charging networks. By the end of 2027, Geely plans to build more than 22,000 charging stations with more than 100,000 charging connectors, including more than 15,000 smart charging stations with over 50,000 smart charging connectors, with the goal of being the first in the industry to achieve full coverage of county-level cities in China.
This partnership is a concrete step by the two companies to support the goals of the 15th Five-Year Plan for the Development of the Intelligent Connected New Energy Vehicle Industry, address involution-style competition, and improve the allocation of industry resources. It will provide users with a better recharging experience while contributing to China’s green and low-carbon transition.
#NIO #BlueSkyComing
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Wow wow wow wow wow.
What a blockbuster announcement between @NIOGlobal and @GeelyGroup.
This is the biggest tieup in the battery swapping space to date and reflects what I've said before: we are going into a new period of industry consolidation where consolidation will take place not necessarily through complete mergers between two companies but rather through cross-shareholding to reduce waste.
This has just happened with FAW Group and GAC Group/LeapMotor. And now with NIO and Geely. Not the first nor the last.
Quick initial reaction. Need to digest a bit more on this.
#consolidation #jiadian #batteryswapping #valuecreation
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Sources say #Geely Group and #NIO will hold a signing ceremony in Hangzhou at 8 a.m. tomorrow to seal a major strategic cooperation agreement.
Based on available information, the cooperation may cover several key areas:
First, upgraded cooperation on NIO Power’s battery swap business. The two parties are expected to further integrate their battery swap systems, enable cross-brand vehicle compatibility for battery swapping and share battery swap station resources, expanding the reach of NIO’s battery swap network. The two companies have already carried out preliminary cooperation in battery swapping previously.
Second, commercial rollout of the Shenji autonomous driving chip. NIO’s self-developed Shenji AD chip may be supplied for use in Geely vehicles. This would mark the large-scale external supply of NIO’s in-house chip business and serve as a landmark case of self-developed autonomous driving chips from a Chinese automaker being exported to other OEMs.
In addition, sources note that deeper forms of collaboration between the two firms are not ruled out.
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Nenad Markovic retweeted
Nio and Geely are rumoured to make an announcement tomorrow. Several influencers/bloggers are now in Hangzhou ahead of the event, which is scheduled for early Monday. $NIO $GELYF via @EV_CARBA
eletric-vehicles.com/nio/nio…
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Nenad Markovic retweeted
Chinese EVs will come to US despite no summit deal, analysts say s.nikkei.com/46Kxpqs
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