Elon&zuck

one life whole world

[The Kobeissi Letter @KobeissiLetter]

Talk about a turn of events.

There is now a 25% chance that the Fed raises interest rates next month, at the July 29th meeting.

At the start of 2026, markets had been pricing-in 2 interest rate CUTS by the July meeting.

"Higher for longer" is officially back.

[Nick Timiraos @NickTimiraos]

Kevin Warsh is set to speak on the policymaker panel at the ECB's Sintra symposium on July 1 at 9:30 am EDT. https://t.co/M3UlhL23dk

[🌈🌈🌈🔥🔥🔥Goldman @Goldman589]

🔥🔥🔥👉#NIO ES8 has been on the market for nine months, delivered 120,000 vehicles, generated RMB 50 billion in revenue, and achieved RMB 12 billion in gross profit; it has ranked first in large SUV sales for six consecutive months! Now the ES9 is here—let's look forward to new records being set together!

[Fox News @FoxNews]

🚨🚨BREAKING: President Trump says the deal with Iran is “now complete” and authorizes the reopening of the Strait of Hormuz and removal of the U.S. naval blockade, after Pakistan’s prime minister said the U.S. and Iran had reached a peace deal to end military operations on all fronts. 🚨🚨

[The Kobeissi Letter @KobeissiLetter]

The Iran peace deal has now been announced by Pakistan on X, confirmed by US leaders and Iranian media on X, and backed by Qatar on X.

X has become the central venue to discuss and announce the most influential decisions in the world.

[Nick Timiraos @NickTimiraos]

“These forecasts have been abysmal. My dots wouldn’t be perfect either, so I wouldn’t give them.”

Fed Chairman Kevin Warsh has spent 15 years arguing the central bank says too much. Wednesday is his first meeting. My story on the quiet revolution he wants:

[🌈🌈🌈🔥🔥🔥Goldman @Goldman589]

"Industry Insight: A Visual Guide to the Core Supply Chain of NIO ES9"

The core takeaway is that the supply chain of the NIO ES9 is characterized by a tripartite structure of "full-stack self-development + capital alignment + regional clustering."

On one hand, the Shenji NX9031 chip, 900V platform, and electric drive system enhance the vehicle’s self-developed capabilities.

On the other hand, a high-density ecosystem of domestically produced core components has been formed by companies such as Innovusion, Sailendo, Likr Technology, and Fute Technology.

More critically, NIO Capital has made deep strategic investments in key companies like Hivi, Enwhi Technology, and Anwen Technology, upgrading the supply chain from a "cooperative supply" model to one of "capital collaboration."

In terms of industrial distribution, Hefei and the broader Anhui region serve as the core manufacturing and industrial hubs, complemented by a cross-regional collaborative network that includes the Yangtze River Delta (Shanghai, Jiangsu) and the electronics industry belt of the Pearl River Delta.

This three-tiered structure of "capital + technology + manufacturing" makes the ES9 not just a vehicle model, but a manifestation of NIO’s industrial organizational capabilities.

Regarding the widely rumored upcoming listing of Changxin Storage, there is currently no official confirmation on whether its memory products are being used in the ES9.

What can be confirmed, however, is that Changxin Storage is indeed being used in the new NIO Onvo L60.

[ThinkerCar @thinkercar]

#NIO Releases May Intelligent Assisted Driving Report
Since the NIO World Model update in January, urban intelligent assisted driving mileage saw MoM growth for five consecutive months, with a further 12.4% increase in May.
Total intelligent assisted driving mileage: 199,588,639 km
Total intelligent parking assist usage: 9,140,454 times
Intelligent safety system interventions: 336,767 times
• Automatic Emergency Braking (AEB): 254,762 times
• Automatic Emergency Steering (AES): 118 times
• Mis-acceleration Suppression Assist (MAI): 2,238 times
• Rear Collision Mitigation (RCM): 79,649 times

[🌈🌈🌈🔥🔥🔥Goldman @Goldman589]

🔥🔥🔥#NIO's new flagship ES9 began deliveries on May 28, with 3,108 units delivered in just three days! The average price exceeds 500,000 RMB! A new milestone!

[unusual_whales @unusual_whales]

BREAKING: South Korea’s stock market has triggered a trading halt after plunging more than 8% at the open.

[🌈🌈🌈🔥🔥🔥Goldman @Goldman589]

Don’t be too pessimistic! NIO has now posted profits for two consecutive quarters, fundamentally reversing its long-running cash-burning phase. The ES9 has achieved unprecedented success in the premium segment (vehicles priced above RMB 500,000), with 10,000 units set to be delivered shortly. This is not only a major milestone for NIO but also a landmark achievement for the entire new-energy vehicle industry.
At the same time, the ES8 has led sales in the RMB 400,000+ SUV category for six straight months and is on track to complete its 120,000-unit delivery milestone very soon. All of this points to monthly deliveries beating expectations—and potentially surpassing the company’s own Q2 guidance.
Shorting the stock at this stage will simply provide extra fuel and momentum for the coming upward trend. Just sit back and watch the rally take off! 😎

[The Kobeissi Letter @KobeissiLetter]

You don’t see this very often.

The Nasdaq 100 is quite literally moving in a straight-line lower.

Now down -4.5%, on track for its biggest daily loss of 2026.

[Nick Timiraos @NickTimiraos]

The U.S. economy added 172,000 jobs in May and the unemployment rate held at 4.3%.

There were large upward revisions to March and April, raising the three- and six-month hiring averages to 188,000 and 92,000, respectively.

[🌈🌈🌈🔥🔥🔥Goldman @Goldman589]

👏👏👏👏👏🐂

[The Kobeissi Letter @KobeissiLetter]

BREAKING: ETH falls below $1,800 for the first time since February 6th.

[ChinaEV Home @CNEVhome]

Look what we just ran into on-site—the first batch of NIO's fifth-generation power-swap stations in Guangzhou.

Compared to the fourth-generation stations, the most noticeable shift is its larger size, adding an extra battery compartment that appears to be specifically for firefly battery packs.

Daniel Jin, head of the firefly brand, previously announced that the first batch of NIO's user-facing fifth-generation pioneer power-swap stations is scheduled to open in mid-to-late June.

$NIO #ChinaEV

[Yicai 第一财经 @yicaichina]

Nio's deliveries surged 62% to 37,705 vehicles last month from a year ago, bringing its total for the year to 150,526 units, the Chinese EV maker said today. Its ES8 was China's best-selling model priced above CNY400,000 (USD59,115) for the fifth straight month. @NIOGlobal

[NIOswaps.com @ItsMeeeeeeReal]

$NIO completed 113 million battery swaps!

113th took just: 09 days 21 hours.

https://t.co/UDMQXvBfm1

@NIOGlobal @WilliamLiNIO

[CnEVPost @CnEVPost]

CPCA's Cui suggests China reform road tax system for NEV era

Cui proposes a statutory tax based on driving mileage and vehicle weight to address structural imbalances caused by declining fuel tax revenues. https://t.co/meMZdqI00M 👇

[ThinkerCar @thinkercar]

The Duku Highway is now open, with 14 #NIO battery swap and charging stations in place. ⬇️
From Urumqi to Kuqa, the end of the Duku Highway (807 km), the route features 5 swap stations and 9 charging stations.
The "Power Journeys" is an energy infrastructure initiative for a smooth and enjoyable journey. To date, NIO has connected 85 scenic routes, and plans to expand to 100 this year.