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NIO is bleeding but the smart money is quietly loading up. Here's the full breakdown of why this could be the most important EV trade of 2026. 📌 WHAT WE COVER IN THIS VIDEO ✅ Why NIO's stock is stuck at under five dollars ✅ The real reason big banks are selling — and who's quietly buying ✅ NIO's first-ever profit forecast and what it means for the share price ✅ The hidden infrastructure moat that Wall Street is completely ignoring ✅ NIO's three-brand strategy and how it captures every type of EV buyer ✅ The 2026 catalyst roadmap — exact dates and milestones to watch ✅ Short-term vs long-term verdict — should you buy now or wait? 📊 KEY NUMBERS YOU NEED TO KNOW 🔢 One hundred million — cumulative battery swaps hit February 2026 🔢 Ninety-six percent — NIO's year-over-year delivery jump in January 2026 🔢 One hundred to one hundred seventy-two million dollars — projected Q4 adjusted operating profit 🔢 Fourteen point seven percent — current vehicle profit margin (target: twenty percent) 🔢 Three thousand seven hundred fifty — active battery swap stations globally 🔢 Forty-eight point two million shares — D.E. Shaw's stake after tripling their position 🔢 Six point one percent — Canada's new tariff on Chinese EVs (down from one hundred percent) ⚡ 5 CRITICAL FACTORS DRIVING THIS SETUP 🔑 First-ever profit forecast signals NIO's cash-burn era may finally be over 🔑 Battery swap network is becoming a shared industry utility — CATL, Geely & GAC are all plugging in 🔑 Institutional smart money rotating in — D.E. Shaw tripled their stake while banks exited 🔑 Multi-brand attack across luxury, mass market & urban mobility opens three revenue streams at once 🔑 Global tariff softening + Firefly international expansion unlocks entirely new markets in 2026 👇 SUBSCRIBE TO STOCKS WITH DAVID NOW 👇 / @stockswithdavid 📈 MY MISSION IS EARN TOGETHER STOCKS WITH DAVID Welcome to Stocks with David! My channel is dedicated to helping you navigate the US Stock Market and the NASDAQ. Whether you are looking for daily market updates, deep dives into tech stocks or long-term investing strategies, this channel provides the data and analysis you need. I break down complex financial charts and news into simple, actionable insights to help you build wealth and manage your portfolio. ⚠️ DISCLAIMER: NOT FINANCIAL ADVICE The content provided on the Stocks with David YouTube channel and in this video is for and educational purposes only. I am not a professional financial advisor. #stockmarket #nio #ShortSqueeze #NIOStock #ChineseEVStocks