Obi is reporting from San Jose the night before Nvidia GTC and breaking down one of the most important — and underreported — stories in the Chinese EV market right now. Some manufacturers are using OTA software updates to quietly limit battery capacity and motor power on vehicles that have hardware defects, avoiding expensive physical recalls by pushing silent software patches instead. Other manufacturers are abandoning older owners entirely, refusing to push updates to cars that are fully capable of receiving them. Obi breaks down what's happening, what the Chinese government is doing about it, and why NIO's approach to its owner community and technology stack is a genuine competitive advantage in this environment. Recorded from San Jose the night before Jensen Huang takes the stage at Nvidia GTC 2026.

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After slamming the anatomy book shut and telling his mom he was switching majors, Obi spent the summer working two jobs simultaneously — Enterprise Rent-A-Car by day, Cole Haan retail by night. Standing in that mall watching the clock, he knew he was paying his dues. His target: get into one of the top university sales programs in the country. One problem — the application window was already closed. This episode covers the phone call that taught him his first real sales lesson without him even realizing it, how he learned to get past a gatekeeper before he knew what a gatekeeper was, and how he earned his spot in a program with a 70-80% placement rate into top sales organizations. The internship story — and the first cold call — comes next.

Obi is driving to San Jose for Nvidia GTC — the world's biggest AI conference — and breaking down exactly why what gets announced there this week matters more for NIO's long term story than anything the stock did this month. Jensen Huang takes the stage Monday with next generation chip architecture and new automotive compute platforms that will set the pace for every smart driving system being built in China right now. Obi also breaks down why the Chinese EV price war is losing steam, why the brands growing right now are the premium ones not the cheap ones, and exactly where NIO stands as smart driving becomes the new price of admission in the world's largest auto market.

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I graduated high school smart but completely directionless. Ended up at community college on a pre-med track I never chose — because at 18, sitting in a registration office with my mom, I didn't have the courage to say no.I transferred to a university three hours from home, didn't know a single person, got so low I started seeing the school therapist. And one night cramming for an anatomy exam — something snapped.I slammed the book shut. Dropped my classes the next morning. Switched my major. And did all of it without telling my mom or my stepdad.This is Episode 2 of my full tech sales origin story. Episode 3 drops soon — the conversation with my parents. Subscribe so you don't miss it.Nord Security Products:* 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

Honda just reported its first annual loss since listing in 1957 — nearly $15.7 billion written off on a failed EV strategy. Combined with write-downs from Ford, GM, and Stellantis, the Western auto industry has now lost over $67 billion trying to catch up on EVs. Obi breaks down what went wrong for Honda, what it signals for the broader global auto industry, and why the contrast with the Chinese EV sector couldn't be sharper. Also covered: NIO's Onvo brand adding LiDAR to the L60 in a quiet but important product move, and Xpeng's flying car division closing in on $1 billion in total funding with mass production launching this year.

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Obi breaks down his full tech sales origin story — from growing up in a Nigerian household where doctor, engineer, or lawyer were the only options, to switching majors without telling his parents, working two jobs in college, transferring schools, and getting cussed out on his very first cold call at a Fortune 500 internship. He walks through the exact mindset shift that turned it all around and how he went on to lead 12 interns and land a full-time offer before his senior year ended. If you're trying to figure out what you want to do with your life — or break into tech sales without a traditional background — this episode is your starting point.

Following NIO's first profit in 11 years, this video contrasts their performance with Li Auto's recent earnings, providing crucial financial news. We break down the current state of the china ev market and what these developments mean for electric vehicles. Discover the implications for NIO's future in the competitive EV space.Following NIO's first profit in 11 years, this video contrasts their performance with Li Auto's recent earnings, providing crucial financial news. We break down the current state of the china ev market and what these developments mean for electric vehicles. Discover the implications for NIO's future in the competitive EV space.Following NIO's first profit in 11 years, this video contrasts their performance with Li Auto, examining the current state of the "china ev market". We break down what's actually happening across the Chinese EV space and what these "nio earnings" mean for the company's future. Discover the implications for "electric vehicles" and "chinese evs" as we analyze this significant "financial news" impacting "nio stock".
We are breaking down the latest financial performances in the Chinese EV market, especially after NIO posted its first profit in over a decade. This video offers a detailed nio stock analysis, contrasting NIO's success with other electric vehicles manufacturers. Discover what these developments mean for the future of chinese evs and the broader evs landscape.

NIO hit its first quarterly profit in 11 years.

Stock up 15% yesterday. Down 4% today. Up 16% on the week.

Today I go deeper than the headlines and ask the harder question:

did William Li actually win his long bet? And what comes next?

WHAT WE COVER:

— 100 billion yuan in losses over 11 years: what that road

really means for long-term investors

— Why NIO's 18% vehicle margin is more impressive than it looks

given everything they were building simultaneously

— The $2.5 billion battery swap bet — where it stands and

what 10,000 stations by decade's end means for the moat

— The ES8 carried Q4. Where is the next breakout model?

— ES9, Onvo L80, and new large SUV all launching in 2026 —

five large SUVs in market by H2

— Full-year non-GAAP profitability: the real milestone to watch

— $4.59 to $5.47 in five trading days — the bigger trend

Still bullish. Still objective. Still watching every number.

Courtside Financial. Hosted by Obi.

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NIO just reported its first quarterly profit in 11 years.

They beat the top end of their own guidance. The stock closed

at $5.70 — up 15.38% on the day. A week that started with

NIO at $4.59 ended with a historic earnings report.

Full breakdown in this episode:

— The numbers: $178.9M non-GAAP operating profit, $40.4M GAAP

net profit, 75.9% revenue growth, 17.5% gross margin

— 124,807 Q4 deliveries — up 71.7% — ES8 carrying 32% of volume

at ~20% gross margin

— The cost story: R&D cut 44.3%, SG&A cut 27.5% — how they

engineered the profit

— William Li's pay package: 10 tranches, market cap targets from

$30B to $120B — why it's a shareholder alignment signal

— Q1 guidance: 80-83K vehicles, revenue more than doubling YoY

— Full year 2026: 40-50% growth target and full-year profitability

— Shenji chip 2 in mass production — and the robotics angle

— $6.6B cash on hand. The liquidity question is answered.

Courtside Financial. Hosted by Obi.

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NIO drops Q4 2025 earnings tomorrow. Potentially the first quarterly

profit in eleven years.

Tonight — four stories from today that, when you put them together,

tell you exactly where this company stands heading into tomorrow.

WHAT WE COVER:

— CATL posts 42% profit growth and $10.4B net income: what it means

for the broader EV ecosystem and NIO specifically

— NIO's smart driving crosses 200M kilometers in a single month for

the first time — up 81.5% after the NWM world model update

— Users spending 50%+ of drive time on NIO's autonomous system up

210% month over month: behavioral change, not just a feature bump

— Lamborghini abandons pure EV — and why the ET9 selling out at $112K

is the real answer to that story

— CYVN Holdings: the Abu Dhabi sovereign fund invested in both NIO

and McLaren — and what that thread could mean long term

— China's highway charging infrastructure crosses 98% coverage:

the range anxiety argument is officially over

— Full earnings setup and what to watch when numbers drop tomorrow

Earnings reaction drops tomorrow morning.

Courtside Financial. Hosted by Obi.

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