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NIO

NIO — Ruslan Averin's Analysis · 2 entries

  1. NIO at $5 — Record Deliveries, Relentless Losses, and a Pentagon Cloud
    ·3 min read

    NIO at $5 — Record Deliveries, Relentless Losses, and a Pentagon Cloud

    Ruslan Averin's read — NIO's May deliveries hit a record 37,705, up 62%, yet the stock is flat at $5 and still loses money on every car. A Pentagon designation dispute adds risk. This stays speculative.

  2. Beijing Just Extended EV Subsidies Into 2026 — NIO and XPeng Popped, and I Think the Trade Has Legs
    ·3 min read

    Beijing Just Extended EV Subsidies Into 2026 — NIO and XPeng Popped, and I Think the Trade Has Legs

    China confirmed its EV trade-in subsidies run through 2026, and NIO and XPeng jumped ~6%. Analyst Ruslan Averin explains why the policy floor matters more than any single delivery number.