GIỚI THIỆU VỀ TẬP NÀY
Quick correction upfront — yesterday's story about
William Li preparing an 8th IPO came from a Chinese
article headline I could not fully verify. I'm pulling
it back until confirmed. Credibility first always.
The ES9 launched May 27th and already has a 17-week
delivery queue. NIO stock surged 6.79% on June 1st and
is trading at $6.18. The demand is real. But a serious
question is being asked — the ES8 sold 110,000 units
in 8 months. Can the ES9 replicate that in a market
where product half-lives keep shrinking?
The honest bull case: the ES9 at 498,000 yuan targets
a different buyer than the ES8 at 406,800 yuan. If NIO
opened a new segment rather than cannibalizing an
existing one, the ES9 has its own ceiling to find.
The honest bear case: the 17-week queue reflects
initial pent-up pre-order demand. The real test is
August and September when that normalizes. Huawei,
Aito, Zeekr, and Yangwang are all competing for the
same 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 from
stock sales dedicated to AI infrastructure. The AI
trade keeps running regardless of macro headwinds.
SpaceX's IPO roadshow is live this week. The company
targets $1.8 trillion. Morningstar values it at $780
billion. The gap is Elon Musk's broader vision — xAI,
X, Starship — versus just the proven rocket and
Starlink business. Watch the order book when it opens.
Florida's Attorney General sued OpenAI and is seeking
to hold Sam Altman personally liable for alleged harms.
First major state-level action targeting an AI CEO
individually. If it gains traction every AI company's
risk 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
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