Hi, I am Dolphin Research!Coinbase (Trans): Last Year Was an 'Investment Year,' This Year Will See Prudent Cost ControlBad Tape + Weak Print: When Does COIN Bottom?---RIVN (4Q25 Trans): All-in on R2 and AD, Can It Mount a Comeback?RIVN: Post-subsidy era — can R2 lead a turnaround?
---AMAT: Capex upcycle arrives, equipment stocks enter spring!
---ABNB (Trans): Accelerating Boutique Hotel Onboarding & AI Dev.Airbnb: 业绩还不赖，但已沦为周期股？Unity (Trans): Vector up 70% YoY in Jan.LLMs race ahead as AI apps surge; Apple revamps Siri amid tech bottlenecks｜Daily News RecapAPP (Trans): Highly confident vs. Meta
---APP: Haunted by 'ghost stories'—even strong results can't hold?
---SHOP (Trans): Under the e-com Agent model, the company still monetizes primarily through paymentsSHOP: Solid quarter, stock plunges — Are e-com AI agents a boon or a bane?
---NTES (Trans): '遗忘之海' launch slips to Q3; '无限大' still being polishedNTES: The 'Pig Farm' Must Still Tough It Out
---HOOD: Stock Halved? Let Earnings Speak, Other Notes
---MSFT Eyes High-Temp Superconductors to Ease AI Power Bottlenecks; BABA's RynnBrain Aims to Give Machines a Brain | Daily News RecapHOOD: What's Left After the Frenzy?SMIC (Trans): Street Too Bearish on Smartphones; Memory Shortage to Ease in Q3KO (Trans): Will Deepen End-to-End DigitalizationSPOT (Trans): AI unlocks content at scale, boosts personalization and user engagement
---