TSM Reddit Mentions | ChartExchange

First off battery swap is an anchor to this company right now, in order to just break even on battery swap they need to double the amount of cars on the road right now without even adding another swap station. No mention of nio power or how much is own by other companies, so we really don't know how much a piece of the pie they receive on battery swap anyway. Battery swap is a good thing just not for nio.
**Battery swap is an anchor of Nio's future profitability. Without battery swap, Nio is like any other EV company. Battery swap offers a recurring revenue model, lowers the initial cost of the vehicle, takes advantage of government policy that specifically benefits vehicles that have BAAS, transfers ownership responsibility of the battery, offers community energy regulation with the swap stations charging at non-peak times and cars become mobile battery packs, increases quality of life of customers, saves customers valuable time, reduces friction of charging with predictable queues and swap times. How do you quantify these intangible benefits? You are micro-focused on profit of battery swap stations when adoption becomes self-perpetuating. Nio owners who swap become converts and prefer swapping over charging. You are repeating FUD narratives about Nio Power, e.g. "how much is owned by other companies". That is a repeat of the FUD from a certain EV blog that was spreading rumors NIO Power was being sold.**
You mentioned nothing about the in house chip, which theoretically could make more money than battery swap, but they still had to contract an outside chip firm to help them supply chips they are in short supply of.
**NVIDIA contracts outside chip firms to help them supply chips. Name how many chip or car companies have their own semiconductor fab? Everyone is outsourcing to TSM. You are spouting nonsense.**
Most of the cooperation agreements are meaningless , and I'm pretty sure most of those partner cars aren't being built, and are probable working with a CATL, which makes more sense.
**It's too early to judge whether Nio's cooperation agreements are meaningless, but what is known is that Nio's market valuation did not rise after announcing cooperation agreements. Whether the cooperation agreements are meaningful or not, the market has not priced them. You're not sure about anything, because you have no insider information. Lastly, CATL is Nio's partner and partners with many others, that does not preclude other EVs also wishing to work with Nio and adopt Nio technology.**
Outside sales are still lagging behind due to tariffs, and the cars they are selling are either 2-3 years old or are low margin cars, that's not including failed attempt a battery swap outside of China.
**Outside sales are less than 1% of sales. If the author's premise is that "Nio is undervalued", what nonsense is it to mention poor sales of a market that is less than 1% of sales. How are sales in China doing? How is the Nio ES8 selling? Make an argument for why lack of outside sales should have an outsized effect on valuation when domestic sales are growing exponentially? There are cities in China where Nio sells poorly, why don't you mention those? Because total sales is the ultimate focus, not individual markets or cities.**
Should I go into all the cash they have spent on bs projects, or the dilution they have had the last 4-5 years, which is pretty much par for the course of stocks like amc, tilray, gme, etc .
**There is no company that executes every strategy perfectly, and there is no company that has perfect strategies. Cyber truck is a "bs project" that Tesla sank $3-5 billion in developing. Cyber taxi has failed every deadline. Name a Nio project that has failed as spectacularly as Tesla's multibillion dollar boondoggles. After you list the "bs projects", list Nio's accomplishments.**
**Mentioning dilution is also not an argument. Name a company that doesn't dilute. Does Amazon have the same number of shares as when it IPO'd?**
"Nio a Slerping Giant". Nobodies heard that one before, ever.
You wrote a generic write up from a 2 day old account.
**It's fine to be skeptical of new accounts, but even if an account is 11 months or 11 years old, it can still be nonsense. What that 2 day account wrote is more rational than what you wrote.**