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Is this statement by Li the foreshadowing of another dilution?
Investor summaryBearish
NIO investors fear another share dilution due to massive smart-driving spending and $1 options max pain.
Bear points
- Massive increase in smart-driving computing spending may lead to another share dilution.
- Pure EV strategy limits global market expansion compared to plug-in hybrids.
- Options chart shows a block of $1 options expiring at max pain later this year, indicating downward pressure.
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Post body
Li also mentioned that plug-in hybrids and internal combustion engine vehicles are more suited for global markets, while Nio currently sells only pure EVs. The company plans to increase spending on computing resources for smart-driving development fivefold this year compared to 2025.
If you look at the options chart, there is a block of $1 option expirations at max pain later this year.
Master Li we will zealousitiously short and watch our brokerage statements Rise if you give the order.
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