NIO ES9 Ramping to 10K Deliveries, GigaDevice Chip Partnership, Mirattery Win — XPENG Drama & Tech Updates

NIO is executing. The ES9 flagship is already on pace for 10,000 deliveries this month with strong waitlists on higher trims. Fresh today: partnership with GigaDevice on next-gen automotive chips and another smart financing move through Mirattery at ultra-low rates.We also check XPENG — strong demand on the GX SUV but a notable loss in their robotics team. Plus the hot US jobs report, Supabase hitting $10B valuation, Mira Murati speaking out, GM’s battery push, and a quick SpaceX/NASA moment.Real talk: NIO’s steady progress in the premium segment stands out while competition stays intense and macro throws some short-term pressure. The affluent buyer thesis and tech integration moves are what matter long-term.Dial Tone: A Modern Salesman's Story — my debut novel is now available for pre-order on Amazon. E-book ready now, hard copy June 12th. 🔗 https://www.amazon.com/dp/B0H1VRFS5RMoomoo, NordVPN/NordPass, and Discord links in the full show notes.Courtside Financial. Hosted by Obi. NIO bull. Objective lens.