NIO Phone Leak, ES9 Test Drives Sunday, Leapmotor's Record Problem & Burry's 1999 Warning

Five stories today — NIO leads everything.ES9 test drives open May 11th — this Sunday.NIO has initiated a 10,000 kilometer (6,200 mile)shortest-time driving challenge alongside the opens.Onvo L80 launches May 15. ES9 deliveries begin May 27on the same day as the official launch — nearlyunheard of in the Chinese EV industry.A leaked image circulating on Chinese social mediasuggests NIO is developing a companion smartphonethat extends across all three of its brands — NIO,Onvo, and Firefly. A NIO phone would integratenatively with the swap network, NIO Pilot, vehiclecontrols, and the Shenji chip ecosystem. This is theecosystem thesis playing out in real time.April EV sales are in. Leapmotor hit 71,387 units —a 73.9% year-over-year increase and a new all-timemonthly record. NIO delivered 29,356 units — up22.8% year-over-year but squeezed out of the 30Kclub by Xiaomi. NIO's cumulative deliveries crossed1.11 million units. The April softness was predicted.May 15th is when the recovery starts.Leapmotor's record comes with a problem. Its newD-series flagship is priced at 250,000-300,000 yuan —moving directly into NIO's territory. The brand thatbuilt its identity on affordability is now trying tosell premium products to buyers who expect premiumbrand experience. NIO spent eleven years building that.Leapmotor is trying to do it with a product launch.Markets hit all-time highs today — S&P 500 at 7,398,Nasdaq at 26,247, six straight winning weeks. Micronsurged 13.7%, Oracle 13.56%, SanDisk 14.27% in onesession. Apple signed a chip-making deal with Intel.And Michael Burry compared the AI trade to the finalmonths of the 1999-2000 dot-com bubble.Watch the semis. Watch the AI infrastructure names.The momentum is real. So is the caution sign.---📊 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.