NIO — Research (2026-09-08)

2026-09-08T18:30:00Z 2026-10-05T18:03:00Z nio tli research china ev
What changed in the latest update +17 −1
@@ -5 +5 @@ created: '2026-09-08T18:30:00Z' @@ -7,0 +8 @@ sources: + - email://104036 @@ -35 +36,16 @@ NIO (NIO Inc.) is covered by TLI with a Q2'26 Equity Brief received Sep 8, 2026. − All TLI NIO content to date is image-based (chart screenshots). No text analysis, price levels, targets, or entry/exit guidance available for extraction. A gap task has been created for manual review. + All TLI NIO content to date is image-based (chart screenshots). No text analysis, price levels, targets, or entry/exit guidance available for extraction. A gap task has been created for manual review. + ## Price Check + + ### 2026-09-20 — email #103581 — TOP 20 (Image-based) + **Subject:** $NIO - TOP 20 - + **Type:** Image-based TOP 20 chart post. No extractable text. + **Price check:** 2026-09-18 — $NIO TOP 20 image post received Sunday. NIO bottoming per Chinese Stocks Update video. Wave 3 target ~$12. + + ### 2026-10-01 — email #104036 — Chinese Stocks Update Video — Testing Support, Long-Term Add + **Subject:** Chinese Stocks Update - Video - + **Type:** Video with full transcript by Vojtech. + - $NIO very similar to $BIDU; solid quarter, exciting news (Geely deal) + - Testing support; would not like to see weekly closes below this level + - Still optimistic, expects continuation to the upside; painful but not losing faith + - "A very nice opportunity to add to your long-term position... build a position and forget about it for a few years" + **Price check:** 2026-10-02 — **$3.40** (-0.87%). Testing support. Long-term add opportunity per Vojtech. W3 target ~$12 intact.

Sources

email://103119
email://104036
email://104240
new section edited section · markers reflect the latest update

Summary

NIO (NIO Inc.) is covered by TLI with a Q2'26 Equity Brief received Sep 8, 2026. This email was image-based (charts) with no extractable text — content requires visual review.

TLI Coverage

  • Sep 8, 2026 (email #103119) — Q2'26 Equity Brief. Image-based — chart post, no extractable text.
  • Earlier mentions: Q2'26 Valuation Analysis (image-based, Sep 2 email #102850), Q2'26 Infographics (image-based, Sep 7 email #103073)

Position Context

  • Type: Chinese EV manufacturer
  • Coverage format: Image-based chart posts — no text analysis available from inbox
  • Conviction: ⭐ — infrequent coverage, chart-only format

Gaps edited

All TLI NIO content to date is image-based (chart screenshots). No text analysis, price levels, targets, or entry/exit guidance available for extraction. A gap task has been created for manual review.

Price Check new

2026-09-20 — email #103581 — TOP 20 (Image-based) new

Subject: $NIO - TOP 20 - Type: Image-based TOP 20 chart post. No extractable text. Price check: 2026-09-18 — $NIO TOP 20 image post received Sunday. NIO bottoming per Chinese Stocks Update video. Wave 3 target ~$12.

2026-10-01 — email #104036 — Chinese Stocks Update Video — Testing Support, Long-Term Add new

Subject: Chinese Stocks Update - Video - Type: Video with full transcript by Vojtech. - $NIO very similar to $BIDU; solid quarter, exciting news (Geely deal) - Testing support; would not like to see weekly closes below this level - Still optimistic, expects continuation to the upside; painful but not losing faith - "A very nice opportunity to add to your long-term position... build a position and forget about it for a few years" Price check: 2026-10-02 — $3.40 (-0.87%). Testing support. Long-term add opportunity per Vojtech. W3 target ~$12 intact.

2026-10-05 — email #104240 — Updated Top 20 List — NIO OUT

Subject: Updated Top 20 List Type: Text-based — "$NIO out / Silver in" — NIO removed from the TOP 20 on the latest list refresh, replaced by Silver. - NIO dropped from the TOP 20 Monday Oct 5. Thesis unchanged (Chinese EV, long-term add per Vojtech's Oct 1 video), but no longer a TOP 20 list name. Price check: 2026-10-05 — $3.41 (live). Removed from TOP 20. W3 target ~$12 thesis intact per Sep/Oct coverage.