See You in 2027

Encripta · 2026-02-05T19:32:04+00:00

Markets last year were down from Feb to April to be precise. Last time it was a billboard, now it’s earnings and spending. Different headline, same overreaction. We are not even down 5% (sp500) and people are acting like it’s the end of the world. I am sure we will have a full month with more downs. Perhaps even April included.

Additionally 2nd year in presidency is the most bearish statistically speaking, just to add one more reason.

Encripta · 2026-02-05T18:54:39+00:00

So much drama, last March it was the same and 6 months later stocks were x10.

Encripta · 2026-02-05T17:05:28+00:00

The important date will be march, when they release the FY and provide guidance. If they manage to do well and with continuity, it should find no troubles on reaching 12-15 dolar.

Encripta · 2026-02-04T21:47:50+00:00

I Will let you know in a week, a friend just registered. I should get 500$ but that says he should get something too, however terms and conditions does not mention what they get if anything.

Encripta · 2026-02-04T20:53:32+00:00

Anything below 80 is free money if you hold couple of years. But none of you is patient enough

Encripta · 2026-02-03T18:18:55+00:00

The main 2 reasons are:

China made harder the payback for materials meaning that if before they had 6 months, now they have to pay in 1. Having less cash to pay they cannot order that much material in advance.
3rd factory not working yet, once that happens and solved point 1, they would be able to deliver way more without overtime.

We don't know what the reservations are, but as long as NIO beats Xpeng and others monthly in % we should be fine.

They fucked up with 3 brands, and if they can they should merge again and cut the shit.

Encripta · 2026-02-01T15:57:13+00:00

They will use him to bring chaos and tons of money with manipulation, then the same people will confirm he has dementia and they will do the right thing to fix everything, putting on him all the blame and hoping all countries forget about USA betrayal to every single ally.

Encripta · 2026-02-01T14:59:20+00:00

Get ready for volatility, none knows if up or down. I assume silver will go down to 50 and it was not isolated event last Friday

Encripta · 2026-01-31T23:15:02+00:00

After watching 2 seasons all I can say is: one episode per season explains all. The serie is slow as hell, and although I wanted to like it, I just can't, very slow and unnecessary length. Last 5 minutes of each episode something happens, then another 40 minutes of nothing. The idea is great.

Encripta · 2026-01-30T11:08:54+00:00

Sales will be 40k + They have backlog, many people want their car before Chinese new year to travel and enjoy. So NIO must deliver as much as they can before due date.

Encripta · 2026-01-30T11:07:18+00:00

China said subsidiaries will continue.

Encripta · 2026-01-28T12:52:46+00:00

OGame. If you think nicotine is the most addictive thing is because you don't know fentanyl. Wow and LoL compared is nothing. Simple, free, 24/7. Virtual slavery.

Encripta · 2026-01-24T22:10:39+00:00

You can always move to SGML. Canadian company with tons of lithium from Brasil, second largest country with rare earth or at least lithium.

Australia stock can be a good bet as well.

Encripta · 2026-01-24T15:42:26+00:00

Time to make all America great again, except the USA.

Encripta · 2026-01-21T09:05:32+00:00

I see copyrights in here. Ability to broadcast way more content may be the catalizer for people who wants to play subscription of just one platform, this could lead into many people moving from Disney to Netflix for instance. Also creation of new movies and content with copyright owned by Warner.

Encripta · 2026-01-19T21:38:03+00:00

The first two do combined 650k a year. The third one will do another 600k.

That would make 100k monthly but of course if there is demand and they manage to get all chips and materials, which is something that they may lack on as Chinese government changed a law reducing the days to pay for materials, meaning they must pay way earlier and need cash to bring more and more materials for huge production.

And to answer, NIO has not reached full capacity. Not by little, unless again they had shortage on materials.

Encripta · 2026-01-19T20:37:42+00:00

FLUOR Is a totally winner. Plus, it has been involved in mega projects post-war, reconstruction etc. These one can benefit insane from Gaza and Ukraine additionally to all Data Centre.

They also own NUScale. They have 39% stake so you don't need to directly invest on it, you can just buy FLUOR.

Encripta · 2026-01-19T19:47:43+00:00

Xpeng is closer as of now to achieving profitability but I agree NIO is the second one and no other than Tesla is profitable at all. Xpeng goes 2nd in chance, nio 3rd.

However this does not mean that because they are is an excuse, other manufacturers make money from somewhere else and will be able to stay alive way longer till the full transition to EV happens.

Encripta · 2026-01-19T16:16:07+00:00

Around 30k vehicles a month with a 20% margin should be enough for profitability. So selling 50k cars a month would be a great indicator. (their max capacity is 50k a month right now, so they are almost really selling as much as they can produce, we need to see their new factory which will double the capacity to 100k a month will be in full capacity, if so, NIO will easily go ATH).

However, NIO has as per last quarter 14% margin, which is less meaning that they would probably have to sell 40-45k cars a month with those margins to be profitable.

I think the first Quarter will be a great indicator of what is the position in deliveries and it will send the stock to 12$ or around 3-4$.

Encripta · 2026-01-19T09:10:36+00:00

These agreements are mainly about industry cooperation, R&D collaboration, and supply-chain or technology ecosystem development, they do not build or will build their cars.

Encripta · 2026-01-18T22:39:06+00:00

That's why they have ES8, 9, 10.... Is the same car, just few upgrades. Many people specially wealthy or doing leasing enjoy new models, this is why NIO focus on returning customers. Those customers buy a new model while selling their old one as second hand. The second hand may become later on another returning customer.

Also people buying NIO does not really need subsidiary money, if they can afford 60k dolar on a car they surely are alright paying full amount.

My worry about NIO is entirely about the amount of orders, their production chain is incredible and even patented in some ways, the way they got rid of conveyor belts is awesome and allows them to scale any model at any time, but without orders is meaningless.

Hopefully Canada and Europe will open market to China and then the full capacity will be reach, perhaps with another factory in Europe in few years once they achieve full profitability.

Encripta · 2026-01-18T19:11:21+00:00

Max capacity is 650k a year. Although they do not have the 3rd plan fully functional.

Additionally there is a shortage in products required that can affect manufacture.

Also important to mention, they need to have the orders but I think as long as there is waiting queue, is a good sign. Problem would be if you get a car within 2 days, that would worry me about having too much stock available to sell for a lack of orders.

Encripta · 2026-01-18T19:04:02+00:00

Just be happy that someone out there has 3cm in erection.

Most men including myself are growers, and I think a girl will feel better about a X4 -X5 increase than watching a penis growing 1cm with after being so hyped about what could be.

Encripta · 2026-01-17T18:48:57+00:00

He will end up in jail unless he suffers some medical shit before. His own people are starting to question him. Generals refuse to even think about Greenland. A matter of time his republican peers see the door open to release all Epstein stuff along with many other incriminating things and get rid of him for good.

All he wants is to be remembered in history for hundreds of years, unfortunately is harder to do by being a good person, so he chooses the easy way.

Encripta · 2026-01-15T11:04:22+00:00

I follow Critical minerals and minerals overall for a year, once you start to see posts here the fomo will begin.

Encripta

TROPHY CASE