6/5/24 - vrockstar - 
NIO - just tough to justify 1-2 bn of burn even if co is net cash. sales trends not obvious and seem to have considerable competition esp from BYD (look at that chart!) and others esp in their low margin home market. the chart is death. probably will be volatile but as a trading stock only for now - hard to own profitable chinese tech nevermind cap intensive, cash burning, losing-scale stuff like $nio. gl to holders but i'm just going to watch this from the sidelines - i'd stay away until the dust clears and we have a clear rising tide in chinese equities
NIO - just tough to justify 1-2 bn of burn even if co is net cash. sales trends not obvious and seem to have considerable competition esp from BYD (look at that chart!) and others esp in their low margin home market. the chart is death. probably will be volatile but as a trading stock only for now - hard to own profitable chinese tech nevermind cap intensive, cash burning, losing-scale stuff like $nio. gl to holders but i'm just going to watch this from the sidelines - i'd stay away until the dust clears and we have a clear rising tide in chinese equities 
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