Four stories today — all connected to your portfolio.Trump extended the Iran ceasefire hours after saying he wouldn't, calling Iran "seriously fractured." JD Vance called off his Pakistan trip. Iran said it hadn't decided whether to show up. And then — extension, no end date. Oil moves tonight. Nothing is resolved.CATL held its Super Tech Day in Beijing. Five new battery products. The headline: a full charge from 10% to 98% in 6 minutes and 27 seconds — a new global record. The Kirin Condensed Matter Battery delivers 1,500 km of range. And Naxtra — the world's first mass-producible sodium-ion battery — goes into production by end of 2026. CATL supplies NIO. Better batteries strengthen the swap network. And NIO already owns 4,000 stations — the infrastructure CATL is now trying to build from scratch.The 2026 Onvo L90 launched today with NIO's in-house Shenji NX9031 chip for the first time. Nvidia chips out. NIO silicon in. Deliveries start May 9th. The L80 comes next.NIO stock is up 95% over the past 12 months — its best run since 2020. The fundamentals are finally matching the promise. Beijing Auto Show starts April 24th. This week is loud.Courtside Financial. Hosted by Obi.

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