Jun. 23 at 9:29 AM
$NIO $TSLA $SPCX
If I were Elon Musk, I would find a way to get involved with NIO, whether through a strategic investment, a major stake, a partnership, or even a full buyout if such a deal were ever possible.
At today’s valuation, it’s hard to ignore what NIO has built. NIO stands apart in the EV industry thanks to its technology, premium positioning, and especially its battery-swapping ecosystem.
The real hidden value may be BaaS, which could eventually generate billions in recurring revenue as adoption grows.
Sales growth has been phenomenal, and NIO has been profitable since Q4 2025. William Li expects Q2 to mark a third consecutive profitable quarter, with Q3 and Q4 expected to be even stronger as volumes continue to ramp.
NIO isn’t just building cars. It’s building an ecosystem around its customers, which is why I compare its long-term vision to companies like Apple.
At roughly a
$10B MC, I believe the market is dramatically underestimating what NIO could become.
