$NIO Inc.(NIO)$ Their vehicle margins are holding up pretty well, and the fact that they're seeing an uptrend in deliveries shows that they're scaling up effectively. Diversification across products and price points is a smart move too – it allows them to reach more customers and hedge against fluctuations in specific market segments.

What really stands out to me, though, is their valuation. NIO is trading at a relatively low multiple based on earnings, which definitely reflects some skepticism from investors about the long-term trajectory of the EV market. But when you look at how NIO is evolving – expanding its product line, improving margins, and growing deliveries – there’s a strong case that the company is positioning itself well for the future.

If NIO can continue to improve its operating income, I think a revaluation to around $10 per share is absolutely possible.

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