Discover and read the best of Twitter Threads about #NIODay

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Quick thread on #NIODay from this weekend, the effect it is having on $TSLA, $BYDDF, $QS, $LAZR, $NVDA, CATL, and what is to come.

The NIO ET7 boasts 621mi range (150kWh battery) for $70k-$80k & Level 3 autonomy. This prices right in-between Model 3 SR+ & base Model S.
2/ $TSLA is down -6% today, largely on this news. Not surprising, but TSLA bulls aren't flinching from this. NIO ET7 isn't really expected to hit the roads until late next year–enough time for Tesla to refresh S/X & boost pack size, TSLA bulls think.

$NIO is up 8.5% today.
3/ BYD (1211 HK) was up 6.7% in China on Monday partially on the news of its surprise unveiling this morning of 3 new "super hybrid" models (PHEV): Qin PLUS DM-i, Song PLUS DM-i, & Tang DM-i.

$BYDDF is up 3.5% today
Read 13 tweets
I must admit, I'm still in shock and awe at today's #NioDay. It goes without saying that expectation was very high. But there was so much more than I could ever have imagined. Here is a list of my highlights, for us all to look forward to....
1. A new program that allows NIO users to track their carbon reductions, and in turn receive NIO points (carbon credits).
2. Battery Swap 2.0: accommodate 3x more batteries than prior generation, + a daily capacity of 312 swaps. A single tap of the button the swap will be initiated. 500 swap stations launching by the end of the year.
Read 6 tweets
Why #Tesla needs to double/quadruple down in #China now by increasing EV production, FSD dev; starting RoboTaxi & insurance!

#elonmusk, 4X in China will greatly accelerate transition to sustainable energy and cement Tesla’s leadership.
1/10 Quick thoughts & winner/loser prediction after watching #NIO day. Impressive event, nice sedan, wish NIO to be successful, but some concerns:
1. FSD HW from #Nvidia. HW spec does not equal good AI results. #Tesla chip is custom & optimized for Tesla only, super efficient...
Additional thoughts/info on #NIO after #NIODay, & which #EV#Battery companies I think are best bets 2021.

Again I am rooting for NIO's long term success, while I try my best to focus analysis 100% on facts & share my rationale for your own consideration & benefits.
Read 17 tweets

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