Equity Field Notes from temporal sources

[DanWebzster]

NIO seeks to be a mobility-lifestyle platform company. They design EVs that give customers access to a network of razorbladesque battery swapping and in-car entertainment privileges.

Since the beginning of the Pandemic, deliveries have rebounded and funding issues seem solved.

Intel Mobileye is paying NIO handsomely for the right to burrow through competitive obstacles to gain access to Chinese autonomous vehicle data collection. You know, kind of like the way Einstein gained access to Physics patents.

So far in 2020, NIO has cut their losses by 64% while building more of their clubby battery switching stations. They presently have 143 battery stations and plan to triple that by the end of 2021.

Some projections have NIO growing revenues 5-fold in the next 4 years, albeit from a small base.

I will likely take a position if there is a major pullback. China won the Great Pandemic War. Jewmerica is fucked.