Nio STUNS the EV Market: Stock Pops 7% whilst Rivals are Left in Dust 🚀

Added: 2026-06-03

[00:00:00]Now yesterday the NEO stock price finished the day up 6.79% trading at $5.98.

[00:00:10]Um the whilst Leo finished the day down 3.13% trading at $14.54.

[00:00:18]Then we have Xpang finishing the day up 4.56% trading at $1720.

[00:00:26]Rivian up 3.99% trading at $16.95.

[00:00:32]Then Lucid up 1.53% trading at $6.65.

[00:00:36]Last but not least, Tesla down $4.57% trading at $415.88.

[00:00:44]Now, when you go to the market cap of each of those companies, especially the ones that obviously are still having a market cap of over uh o over that of NEO, excluding Tesla, of course, in fact, let's start with new NEO at market gloss yesterday, they had a market cap of 14.98 billion and uh their trading volume was 65 million, right? Being more than the average of 14 43 million, right? And then uh going to Leoro, Leo's market cap it's 74.76 billion. So for the very first time after probably 3 years, we are seeing Leoro's market cap falling below the market cap of NEO. It is a good thing that shows you the kind of great performance that we are seeing onto or that NEO is showing to the world which is obviously great. Now, when you go to Xpang, Xpang's market cap is still $16.44 billion. And uh last but not least, Rivian's market cap $22.76 billion. Now, Xpang, Rivian, their market cap are still way above NEO's 14.9 billion market cap. I mean, with Rivian, it's worse. I don't even know how they are getting this valuation of 22 uh billion, right? or over $22 billion of market cap because in terms of sales, in terms of earnings, they are not doing they are very far from where your is at in terms of performance, in terms of revenue, in terms of profitability and all that.

[00:02:17]They are still very far, but the market is giving them obviously a a $22 billion market cap. But then when you go to of course Xpang, Xpang Pang, it has got a market cap of $16.4 billion. Xpang they sold just around I think 33,000 cars yesterday Neo sold 37,000 cars take cognizance of the fact that whatever Xpang it's selling in fact it's average selling price it's way below the average selling price of of of NEO think when I checked the average selling price of Xpang was below even uh 200,000 R&B which shows you that look In terms of revenue generation, Xpang it's very far.

[00:03:06]Go check revisit [clears throat] Q1 again. You will notice that the total revenues for Xpang in quarter 1 were sit at were sitting at $1.8 billion. Whilst our very own Neo's revenue for quarter 1 were sitting at $3.7 billion. So whatever XPang is generating on a quarterly basis, it's you need to multiply that by two to get to where NEO is at. But when you go to the market cap, NEO has got a lower market cap than Xpang. Neo's market cap it's $14.9 billion. Xpang's market cap it's uh $16.4 billion. With Rivian, we don't even want to go because like I said, this company, if it was a Chinese company, I'm telling you, their market cap was going to be probably below $10 billion. That's a fact, man, because performance-wise, they are still not that good. Yes, deliveries are growing, but margins are still very far. But anyways, this is what we saw yesterday. Neo was rewarded yesterday because of its deliveries. The three 37 the 37,000 or over 37,000 cars they sold. It's what made them be rewarded by the market and hopefully we get to see more of this onto our very own NEO. I mean I was checking yellow date of the NEO stock price and NEO is up 16.34%.

[00:04:43]which simply means that indeed NEO has turned the corner because this year we are seeing NEO up 16% right plus 16% which is obviously good and investors or as investors we are accepting this and we hope for more because NEO has showed to the world that indeed they've turned a corner. The NEO CEO said no more losses, no more losses. They they are going to do everything in their power to maintain profitability. And already you can see from the deliveries we saw yesterday that profitability can indeed be easily maintained. And my dear friends, we look forward look forward to quarter two quarter 2 earnings, right?

[00:05:26]Which probably they will it will come either end of August or somewhere or midepptember.

[00:05:34]We are looking forward to that because already we know NEO from their guidance they gave during the Q1 earnings they expecting a total of 110 to 115,000 cars and as of this quarter Neo has sold a total of 67,000. So they still like need 43,000 cast to get to the lower side of their guidance which like I said yesterday I'll say it again right now.

[00:06:04]It's very much possible that we see them achieving that that coming to pass. It's very much possible that is what we are going to see coming from NEO and my dear friends I just look forward look forward to to what is coming. So this is how the market has been performing my dear friends and it makes me to look forward look forward to to what is coming. I remain long. I remain strong on to because I know one thing and that is blue skies coming. I know one thing and that is those that are persevering throughout the headwinds of the share price are going to be rewarded rewarded with time. It does take me some time to create this kind of content which is why I ask you to like to subscribe to hit or click the notification bell. Let's see how it goes today in the market. So let's see how it goes this week in the market ES9 orders are exploding. We have already done that video showing you the conversion rate to see that six out of 10 there placing an order of the ES9 and that is all good news my dear friends that should make you to see the kind of a potential that lies within NEO. Let me leave this one here. I'll see you on the next one. Blue sky is coming long time.

[00:07:16]That's all from me and God bless you all.