NIO ES9 Deliveries Live, NIO vs Xpeng Q1 Earnings & Ferrari's First EV Got Compared To A Nissan Leaf

Welcome back. A lot happened. Let's get into it.NIO ES9 deliveries kicked off yesterday — one day early.NIO hired NBA legend Yao Ming as Chief Experience Officer.The stock surged 9.3% in the US and 10.45% in Hong Kong.The higher-priced Executive Signature Edition and HorizonSpecial Edition trims are selling far above managementexpectations — a margin story that flows directly intoQ2 revenue per unit.NIO Q1 2026: Revenue $3.7 billion — up 123% year over year.Deliveries 83,465 — up 98.3%. Vehicle margin 18.8% — fourthconsecutive quarterly improvement. Net loss narrowed to 332million yuan from 6.75 billion yuan a year ago. Q2 guidance:110,000-115,000 deliveries. Bank of America doubled its stake.Morgan Stanley and Bernstein both upgraded.Xpeng Q1 2026: Revenue $1.89 billion — down 17.6% year overyear. Deliveries 62,682 — down 33.3%. Gross margin 20.6%.Same market. Same quarter. Two completely different storiesabout brand positioning and where each company sits in theChinese EV landscape.Ferrari unveiled the Luce on May 25th — their first fullyelectric production car, designed with Jony Ive, priced at$645,000. Italy's deputy prime minister said it doesn't looklike a Ferrari. The Chinese internet compared it to a NissanLeaf. Ferrari's stock dropped 8% on launch day. China'sluxury EV market — NIO ET9 at 818K yuan, Maextro S800 at1 million yuan — doesn't need Ferrari's validation. It'salready here and already won.PCE inflation hit 3.8% for April — highest in nearly threeyears. And Wall Street is quietly profiting from the samewar it publicly says it wants to end. The financial incentiveskeeping Hormuz closed are enormous. Follow the money.📖 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.