Bearish
$NIO Will default on the first payment of the loan in early February. Really, after the first phase of trade deal is signed on January 15, the hopium wave will run out of steam. “China will not let it happen”, “management will not let that happen”, etc. This is a public company; the government cannot just step in and give money. What does the government get in return? Stupid baseless hopium. #whereisthefudge
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