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Robinhood: Is the king of retail investors in the U.S. facing tragedy?
Meta: The surge in Q4 Capex has seasonal disturbances (3Q24 call notes)
Microsoft: AI only sees "spending money" and not "returning money"
Meta: Completely becoming an "AI fanatic," can high growth withstand high investment?
BYD: Stability is key, the big brother is still the big brother!
BOE Technology Group: Weak demand, waiting for another cycle?
"Getting more expensive as it falls," is there still a bottom for China Duty Free Group?
AMD: What exactly is falling?
Google: Promoting efficiency and investment simultaneously (3Q24 conference call minutes)
Today's Important News Review | Dolphin Investment Research
AMD: Next year's MI350 will compete with Nvidia's Blackwell (24Q3 conference call minutes)
AMD: "Timid" guidance, does AI implementation equal AI downhill?
Google: Is the little ghost haunting? AI solves a thousand worries
Today's Important News Review | Dolphin Investment Research
Where is the "Trump Trade" heading?
Focus Media: The Hot Expectations and Cold Reality of the "Advertising Empire"
Today's Important News Review | Dolphin Investment Research
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