NIO Inc. (NIO): A Bull Case Theory 

We came across a bullish thesis on NIO Inc. on LongYield’s Substack. In this article, we will summarize the bulls’ thesis on NIO. NIO Inc.'s share was trading at $4.7700 as of January 29th.

NIO Inc. designs, develops, manufactures, and sells smart electric vehicles in China, Europe, and internationally. NIO has evolved into a multi-brand electric vehicle company targeting distinct market segments through its premium NIO brand, family-oriented ONVO SUVs, and compact high-end FIREFLY EVs. This three-tier strategy, launched in 2025 with vehicles like the ES8, L90, and FIREFLY,...