$NIO Inc.(NIO)$ Two points about NIO: 1. Only the best can survive the brutal EV competition in China; 2. Take a close look at the ES9 and think about how much it would cost if offered by Tesla, BMW, or Range Rover. First, they don't even have the technology, and if they did, the price would be around what a Bentley, Aston Martin, or Rolls Royce SUV costs—$300,000. The ES9 is $77,000!
$Tesla Motors(TSLA)$ Yes, companies are making significant and accelerating progress with the NVIDIA autonomous driving platform. As of early 2026, NVIDIA has solidified its position as the go-to AI partner for the automotive industry, with many automakers, suppliers, and tech firms adopting its DRIVE platforms to power advanced driver-assistance systems (ADAS) and autonomous vehicles (AVs). Toyota, Mercedes-Benz, General Motors, Volvo, Hyundai, BYD, Geely, and Nissan are adopting NVIDIA DRIVE platforms, specifically the DRIVE AGX Orin and next-generation DRIVE Thor system-on-a-chip (SoC).
$NIO Inc.(NIO)$ Deutsche Bank has commented on China's auto sector amidst the crude oil price spike. Analysts from the bank noted that China's mature EV ecosystem offers a natural buffer against rising oil prices.
Seeing so many $Tesla Motors(TSLA)$ on the road, I often catch myself pondering. When the battery gets old and cannot hold a decent charge, those cars will become rather useless. Who would purchase your old $Tesla Motors(TSLA)$ now? Perhaps, similar to our phones, individuals might be able to trade in for a new one? Lol. Maybe $NIO Inc.(NIO)$ would accept old $Tesla Motors(TSLA)$ as scrap metal in exchange for a NIO. Lol. Additionally, battery swap could represent a good source of income for NIO. I tend to think they will certainly charge for swapping, just as one pays at the pump. Merely my though