Three days from NIO's Q4 2025 earnings — and potentially its first-ever quarterly profit. This week delivered three major stories that every NIO investor needs to understand before Monday.WHAT WE COVER:— NIO hits 2 million electric drive systems produced in Hefei — 23 months to double from 1 million, 99.6% pass rate, world-first 925V winding technology— NIO revamps European operations: Germany, Netherlands & Sweden shifting to asset-light distributor model — why this is actually the right strategic call— Norway retains direct sales and why that distinction matters— BYD's 2nd-gen Blade Battery: 9-minute 0-97% charge, 1,500kW peak chargers, 20,000 new stations planned — honest breakdown of what it means for NIO's swap thesis— Why NIO's 3,750 built swap stations beating BYD's 20,000 station plan— Why the ES8 buyer and the BYD buyer are not the same person— March 10th earnings: what to watch and why this report is different from any before itCourtside Financial. Hosted by Obi. NIO bull. Objective lens.

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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