$NIO Inc (NIO.US)$

whyareyougay : hwhahahhaahha

102566976 : I honestly can't make myself take this seriously when all of the cases just read like a bull case. there's little difference between the bear and the base case that it might as well merge those 2 cases plus the "why re rating moment" section together rather than splitting them up, seemingly just for show. a proper bear case should include the upcoming Chinese government EV subsidy reduction and a proper bull case should include Q4 25 profitability guidance smashed for one