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$NIO Inc(NIO.US) What dog is controlling the market here

$NIO Inc(NIO.US) is really something else

Licking blood off a knife's edge🩸$Invesco QQQ Trust(QQQ.US)

$NIO Inc(NIO.US)$NIO-SW(09866.HK)

Estimate Nio's Q4 deliveries

L90 starts production capacity of 15,000 in October, 45,000 per quarter

ES8 43,000 (45,000 annually, 2,000 delivered in September)

5566 weekly sales 2,000, quarterly 24,000

L60 based on old model weekly sales 1,500, quarterly 18,000 (new model has incremental opportunity)

Firefly 6,000 per month, quarterly 18,000

Total 148,000, basically meeting breakeven guidance

Q2 old model clearance overall gross margin 10%

Based on ES8 gross margin 15%, other models 10%

Feels like more than breakeven, with some profit