NIO is 7 days from potentially its first quarterly profit ever. The stock is at $4.59 — down nearly 88% over five years. In this episode, Obi breaks down the honest reason why: it's not the business. It's the world around it.WHAT WE COVER:— The Iran conflict & oil price surge — why it matters for Chinese equities right now— US-China trade: structural shifts, 100% tariffs, and Trump's review of Chinese automakers— William Li's 2023 Financial Times warning about US protectionism — and why it's more relevant than ever— Tesla up 37.86% on conceptual bets. NIO down 87.96% on real progress. The sentiment gap explained.— BYD overtook Tesla in global EV sales — and is still down 16.74% in the past year— Michael Burry's warning today about VIE structures & the Cayman Island shell trap— The ADR vs Hong Kong listing breakdown — what six-year holders need to know— Why Wall Street sentiment is a self-fulfilling prophecy in both directions— March 10th earnings: why NIO's first profit matters beyond just the numbersCourtside Financial is hosted by Obi. Business, tech, and the EV space — with a perspective, not just a recap.

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

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