Latest / Stock Picking with Fexingo: Individual Equities, Research, and Building a Concentrated Portfolio
Why Nio Surged 10 Percent on Its First New EV in Two Years
Lucas and Luna break down Nio's surprise 10 percent jump after the Chinese EV maker unveiled its first new flagship model in over two years. They dig into what the ET9 says about Nio's strategy—targeting the premium sedan segment dominated by Mercedes and BMW rather than chasing Tesla on volume. Lucas walks through why the stock has been stuck in a range, how the ET9 launch changes the narrative, and the key metric to watch: deliveries per month in the second half of 2026. Luna pushes back on the China EV valuation question, and they discuss whether Nio can really earn a premium…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.