You got me. I was at 80% playing conservatively and you reset. Then I was at 85% and you reset. Now I'm at 0% expecting another reset, and it didn't happen.
Story of my life on the stock market.
This is pretty big news considering the number of vehicles Tesla sells from China. This comes after Mercedes BMW and other European legacy automakers pivot and surrender to China’s enterprises.
I made a separate post (https://www.reddit.com/r/cursor/comments/1uxi4i5/cursor\_using\_unintentionally\_used\_claude\_opus\_and/) 2 days ago regarding this, except last time I was using Cursor-Grok-4.5 and it swapped to Claude Opus 4.8 Thinking High again.
This time I was using auto, it spun up sub-agent again and burned 35M tokens as a sub-task. Not only that, I looked at the work and it had barely done anything at all. In 2 days I've spent $55 from this issue alone.
This is ridiculous. I do not plan on trusting Cursor if I cannot get a workaround or having it be acknowledged and addressed.
Cursor developers
Is this an intended feature?
If so how do I disable it?
To others, have you encountered this? If so how do you avoid it?
This is the first time I had encountered this, I'm using plan mode then I proceeded with implementation. Everything was toggled as 'Cursor Grok 4.5 High'. I switched to Agent mode and typed 'proceed with implementation' (didn't click Build on the plan).
I'm not sure if this is a UI difference, but when it started, the implementation wasn't doing it in my current chat window, it had created what looked like if you would use Multitask creating a separate chat you have to click into, which I didn't notice until 80% of the way through, and that's when I noticed my window still on Grok had the sub-instance task (I'm not sure what to refer to) saying Opus 4.8 for the implementation.
Has anyone else experienced this?
Cursor Version 3.9.16
There is a lot of speculation about whether NIO can actually cross the 40,000 monthly delivery milestone for June. If you look closely at the official milestone announcements dropped over the last few days for the ES8, ES9, and Onvo, the math shows that 40k is already a done deal.
Here is the exact breakdown and calculation based on existing, tracked company data:
1. The Tracked Milestone Numbers (Month-to-Date)
By comparing NIO's newly announced cumulative milestones against their official May 31 closing numbers, we can extract exact June delivery figures for key models:
NIO ES9 (The Flagship SUV): NIO just announced its 10,000th cumulative delivery for the ES9. It closed May at 3,108 deliveries.
June Month-to-Date: 10,000 - 3,108 = 6,892 units
Onvo L60: The Onvo brand announced it just crossed its 100,000th cumulative delivery. It sat at 97,654 at the end of May.
June Month-to-Date: 100,000 - 97,654 = 2,346 units
NIO ES8: NIO announced its 120,000th cumulative ES8 delivery on June 22. Given it logged 11,472 retail sales in May, it is safely maintaining a baseline of roughly 11,000 units for June to cross that line.
Total for just these 3 tracked milestones: ~20,238 vehicles.
2. Factoring in the Rest of the Lineup
To find the true total, we have to add the rest of NIO's massive portfolio. In May, the rest of the lineup—including the premium core (ES6, EC6, ET5, ET5T, ET7), the newly launched mass-market Onvo L80, and Firefly—combined for 21,079 units.
If we assume the rest of the catalog stayed completely flat compared to last month:
20,238 (Tracked Milestones) + 21,079 (Rest of Portfolio) = 41,317 vehicles.
3. Why the Final Number Will Likely Be Way Higher (48k - 55k)
The "flat" calculation is an ultra-conservative baseline. In reality, NIO is in hyper-growth mode right now:
Q2 Guidance Check: NIO's Q2 guidance is 110k–115k. Having delivered 29.3k in April and 37.7k in May, they only need 42.9k to hit the low end. They traditionally guide to hit their targets.
TL;DR
The milestone numbers prove mathematically that NIO's baseline floor for June is already at 41,317 vehicles. The 40k hurdle is cleared. With the massive factory ramp-up to clear the Onvo and ES9 backlog, we are realistically tracking toward a record-shattering 48,000 to 55,000 deliveries when the official numbers drop on July 1.
Positions: Long NIO. Let's see those Q2 margins expand!
Many of the sell offs in the US market for Chinese stocks have been due to the harder regulations of closing doors on illegal cross market trading between Hong Kong and mainland China.
Beijing and Shanghai indexes are actually at 1 year highs (+20%), while HK index is dropping below 52 week low and -18% in 5 years.
If NIO gets approved, a ton more money will funnel. The HKSE is piss useless and does not provide much money other than a middle man to list in the US. These past trading sessions have displayed how HK continues to drag the stock price lower.
I believe NIO might be going covert and not announcing delivery milestones. This wouldn't be the first time as ONVO's delivery milestone was last in March, and we know they've delivered 20k more after that. I used AI to analyze based off past few months trends, collecting data, as well as new refresh models prior months and following months delivery trajectory, while being conservative.
| Brand Lineup [1] | May Base Data | Average Trend Applied | Calculated June Projection |
|---|---|---|---|
| Main NIO Brand | 20,013 units | -5.11% historical smoothing | 18,991 units |
| ONVO Brand | 12,029 units | +51.29% multi-month ramp | 18,199 units |
| Firefly Brand | 5,663 units | -2.45% production plateau | 5,524 units |
| Consolidated Total | 37,705 units | Smoothed Group Velocity | 42,714 units |
Mass production and assembly line rollout for the heavily upgraded 2026 ONVO L60 refresh began in mid-May 2026 at NIO’s Advanced Manufacturing F2 Factory in Hefei. [1]
The factory adjusted its manufacturing lines to support the new vehicle's structural overhauls ahead of its official timeline:
Because the refreshed L60 enters June with over 25,000 pre-orders already logged during its pre-sale phase, the delivery bottleneck is no longer demand—it is entirely dependent on factory throughput. [1]
For fun, by switching the predictive formula to simulate an aggressive factory ramp-up—pushing the new ONVO L60 and L80 lines to a high-capacity velocity of 500 units per day—NIO Inc. is mathematically projected to shatter the 50,000 mark, reaching 55,497 total group deliveries for June 2026.
| Brand / Model Lineup [1] | May Base Data | Calculation Method (Aggressive 500/day) | June Simulated Target |
|---|---|---|---|
| ONVO Brand (L60 + L80 + L90) | 12,029 units | 500 units/day ramp on hot new models | 27,000 units |
| Main NIO Brand (Inc. ES8 & ES9) | 20,013 units | 15% surge via flagship ES9 ramp | 23,015 units |
| Firefly Brand (Compact EV) | 5,663 units | Stable output with narrow 3% optimization | 5,482 units |
| Consolidated Group Output | 37,705 units | Sum of Maximized Supply Lines | 55,497 units |
tldr:
Just wanted to let anyone know who was looking to do it. I did the form through their new online portal and you pick an appointment, September 24th and onwards earliest availability.
On the CCW application it looks like there might be a separate reference form we need. Is this going to delay the application I’m assuming if it’s not submitted together? I sent an email but no response. If the answer is yes there is, can you forward me a copy? Much thanks.
https://www.pdcn.org/DocumentCenter/View/4446/PLS-application-instruction-2024?bidId=
