r/nio
⚡NIO isn't making a contribution to the Chinese army, it's making a contribution to the entire world...
NIO boasts record fundamentals and profitability, but its stock is crushed by US-China geopolitical tensions and military blacklist fears.
- Record financial metrics including sales, revenue, gross margin, cash flow, and ASP, marking its first year of profitability.
- Its marginal inclusion in the military blacklist is a result of broad US-China geopolitical decoupling rather than company-specific military ties.
- Technical indicators point to an expanding wedge and a gap at 4.97, threatening the current double bottom if the broader market drops.
- Systemic US policy restrictions on Chinese ADRs are triggering portfolio rotation and arbitrage, completely overshadowing the company's strong fundamentals.
¡Follow us 👉 r/Nio ⚡. Well, a double bottom... zero interest... Whether this will be a bottom or not, who knows? Besides, if the Nasdaq opens on Monday with a -2% correction, the "double bottom" will be blown to bits... by the way, it has a gap at 4.97... Technically, there would be an expanding wedge... https://www.tradingview.com/x/pB6UXhjq/
Record sales, record revenue, record gross margin, record cash flow... record ASP... First year turning a profit... Does anyone care about all this? Of course not... Portfolio rotation, arbitrage, and restructuring, I imagine, stemming from this blacklist news, in which NIO only has a marginal stake... There are 265 ADRs of Chinese companies... and currently there are 188 companies on that blacklist and growing, with, who knows what's next? What criteria... Let's see... we can only assume they're trying to restrict market access. To take China out of the game.
For those interested, you can see the list here: https://media.defense.gov/2026/Jun/08/2003945537/-1/-1/1/ENTITIES-IDENTIFIED-AS-CHINESE-MILITARY-COMPANIES-OPERATING-IN-THE-UNITED-STATES-IN-ACCORDANCE-WITH-SECTION-1260H.PDF
From this perspective, the discussion is no longer about the rigor of each individual inclusion. The question becomes whether the objective is to select a few dangerous companies or to build an architecture of pressure on China as a whole.
Statistically, it appears more like a general policy toward Chinese corporations than a case-by-case assessment. In other words, if they add another 20, 30, or 50 companies tomorrow, it won't be surprising anymore. It fits with a trend that has been observed for years: export controls, investment restrictions, military lists, technology sanctions, limits on semiconductors, pressure on supply chains, etc.
If the main objective is to limit China's access to capital, technology, markets, and economic influence, then individual justifications become secondary. The list wouldn't be the end goal; it would be a tool.
If the pretext is this "Civil-Military Fusion," SpaceX should be the first IPO to be blacklisted... The Pentagon, Space Force, intelligence agencies, etc., are its main clients.
Pentagon... Did anyone here see War Dogs 2016? So you can see how "serious" the Pentagon is...
Decentralized power storage will save the world
Taking NIO private with help from Chinese and UAE governments may be the only quick boost to the share price . NIO has to free itself from the shackles of fraud US financial markets
The Evil will ultimately be beaten ! All failing empires end their reign with a scorched earth tactics , but it won’t work for too long !
https://preview.redd.it/mjgg973m6w6h1.png?width=2142&format=png&auto=webp&s=16593fec6a800c4dd1081cd7afcda4ed6b7dff21
Taking NIO private with help from Chinese and UAE governments may be the only quick boost to the share price . NIO has to free itself from the shackles of fraud US financial markets
We have to swallow it. The world isn’t fair, and building and maintaining military empires has never been fair either — quite the opposite. Empires were built through conquest and cunning, often using dirty tactics.
The US will put on that list every advanced tech company it has no chance of beating in normal competition. And there will be more and more of those companies, because China is turning into a technological giant.
The USSR did exactly the same thing in the 1970s: constant propaganda about how evil, poor, and collapsing the West was; cutting itself off from Western technologies; closing its own markets — and then, after two decades, collapse.
Now it will be identical, except that the exchange of information has accelerated massively, so the process of the next imperial collapse will take less time.
😂