NIO ES9 17-Week Queue, Can It Beat The ES8? SpaceX IPO & Florida Sues Sam Altman | June 2

Quick correction upfront — yesterday's story aboutWilliam Li preparing an 8th IPO came from a Chinesearticle headline I could not fully verify. I'm pullingit back until confirmed. Credibility first always.The ES9 launched May 27th and already has a 17-weekdelivery queue. NIO stock surged 6.79% on June 1st andis trading at $6.18. The demand is real. But a seriousquestion is being asked — the ES8 sold 110,000 unitsin 8 months. Can the ES9 replicate that in a marketwhere product half-lives keep shrinking?The honest bull case: the ES9 at 498,000 yuan targetsa different buyer than the ES8 at 406,800 yuan. If NIOopened a new segment rather than cannibalizing anexisting one, the ES9 has its own ceiling to find.The honest bear case: the 17-week queue reflectsinitial pent-up pre-order demand. The real test isAugust and September when that normalizes. Huawei,Aito, Zeekr, and Yangwang are all competing for thesame buyer above 400,000 yuan.The S&P 500 crossed 7,600 for the first time today.HPE surged 30% on its biggest earnings beat since 2018.Alphabet announced plans to raise $80 billion fromstock sales dedicated to AI infrastructure. The AItrade keeps running regardless of macro headwinds.SpaceX's IPO roadshow is live this week. The companytargets $1.8 trillion. Morningstar values it at $780billion. The gap is Elon Musk's broader vision — xAI,X, Starship — versus just the proven rocket andStarlink business. Watch the order book when it opens.Florida's Attorney General sued OpenAI and is seekingto hold Sam Altman personally liable for alleged harms.First major state-level action targeting an AI CEOindividually. If it gains traction every AI company'srisk calculus changes permanently.📖 Dial Tone: A Modern Salesman's Story — my debut novel.A novel for everyone quietly wondering if there's more.E-Book pre-order available now. Hard copy June 12th.🔗 https://www.amazon.com/dp/B0H1VRFS5R---📊 Moomoo US: Up to $1000 in NVDA shares with deposit+ limited time 8.1% APY🔗 https://start.moomoo.com/0AY120Terms and Conditions apply. Securities offered through MFI,Member FINRA/SIPC. See Full Disclosures:https://invest.us.moomoo.com/_disclosurePromo 8.1% APY is for new users only. Cash Sweep Required.Rates may change. Actual APY may vary. Moomoo is not a bank.Click the link for Bank List and Program Terms.🔐 Nord Security:- NordVPN: https://go.nordvpn.net/aff_c?offer_id=15&aff_id=143053&url_id=902- NordPass: https://go.nordpass.io/aff_c?offer_id=488&aff_id=143053&url_id=9356💬 Discord: https://discord.gg/GSbp4wRCourtside Financial. Hosted by Obi.