MRVL: ASIC card miss; wins back AI with interconnect.MRVL First Take: Results broadly in line with estiBILI (Trans): Will reinvest part of incremental profits in AI this yearJD (Trans): Electricals sales to improve in 1H26---JD: Another pullback? Keep calm — a rebound is near!---The TAM for PLTR's defense business in the internaBILI: Ads holding up; the platform is in a tough patch---JD 4Q25 First Take. Overall, results were steady aBILI 4Q25 First Take: Q4 results were decent, with$ Robinhood(HOOD.US) Hold steady, it's time for thNVDA to reallocate H200 capacity; OpenAI races toward IPO | Daily News Recap
---Watching helplessly, day after day, day after day.$ CAITONG SECURITIES(601108.SH)'s Hong Kong entityAVGO Trans: AI revenue to top 100bn by 2027; XPU collaboration is sustainable---AVGO: AI firing on all cylinders; a fiercer rival to NVDA?---Some buddy asked about the long call on $ AlphabetWatching to recoup some lossesThe drop a few days AVGO First Take: revenue and GPM met expectations $ XL2CSOPHYNIX(07709.HK) Looking at the trend of t$ Netflix(NFLX.US)$ Rocket Lab(RKLB.US)Cleared theFrom value investing + value speculationGradually ATAT: Hotel fandom, retail cash-out — how long can the 'boutique-chic' darling keep winning?---The AI concept is another roller coaster ride. $ C$ Robinhood(HOOD.US)$ Recursion Pharmaceuticals(RXThe market has seen a slight pullback again over tBABA Qwen chief steps down; NVDA sets GTC 2026 dates ｜ Daily News Recap---Cathie Wood added positions in $TSLA $AMZNAfter the US stock market closed, Trump posted, crLast night, I opened a long call on $ Apple(AAPL.USE (Trans): Shopee profit flat in 2026?---SE: Burning cash for growth — is SE Asia's 'mini Tencent' heading into another money pit?---'Little Tencent' Sea 4Q25 First Take: Results showThese areas like chips, interconnects, manufacturiWatching $ MNSO(09896.HK), $ CHERY AUTO(09973.HK),The situation is unstable.Better not think about lBMNR extreme value deduction 3.03Today， OpenClaw surpassed 250K+ Stars， officially Geopolitical shock triggers broad selloff; AAPL's budget 17e launch props up sentiment｜Daily News Recap
---Don't say if XXX...Don't say wait for XXX...The loBe flexible and adaptSince Berkshire fell, I addedWhat is Trump yelling about this time? The Secreta$ Netflix(NFLX.US) to top up the household budget.$ Netflix(NFLX.US) Feels like those who shorted eaLLM losses widened 360%, MiniMax still a 'darling'?MiniMax (Trans): Doubling down on coding, productivity, and multimodal use casesMiniMax (Trans): Coding, Office, MultimodalWatch the market lessLift more weightsRead more bo$ Netflix(NFLX.US) $ Rocket Lab(RKLB.US) $ Tesla(Haven Rush Ignites Gold & Silver; BYD to Host 'Disruptive Tech' Press Event｜Daily News Recap
---Some folks asked if $BRK Berkshire Hathaway still