Dolphin Research insights
MU (Analyst huddle): SCA covers 35% of revenue; at least two nodes ahead of Chinese peersMU: Without the AI melt-up, can LTAs sustain the memory supercycle?Micron 4QFY26 First Take: revenue and GPM met market expectations. Revenue rose 30% QoQ, driven by memory price increase…MU Trans: Supply-demand tight through 2028; bigger capital returns from Dec.From Sidekick to Star: How AI inference can rewrite NAND's destiny?Forcing a DSec angle? How Muse can truly unlock CPU demandFrom HBM stack caps to a NAND ramp, NVDA vs. memory makers: who has the leverage?Muse goes viral: Is this the CPU's ChatGPT moment?COST: Consumer Polarization Deepens — Still 'Sitting Pretty'?Costco 4Q FY26 First Take: Overall, 4Q results came in slightly above expectations, with a steady profile. More importan…COST (Trans): comps steady at 6.7%, membership growth slowedFrom optical interconnect veteran to all-in 'picks-and-shovels' supplier: Why LITE?USTs flash warning; stocks under pressure; GOOGL's flagship AI model Gemini 4 nears launch | Daily News RecapMuse went viral, is META at a real inflection or just a head fake?Meta Connect: Waiting on fresh Muse signals; QCOM rolls out two flagship chips | Daily News RecapIBKR: The Quiet Master of Ultra-Efficient TradingMETA Muse Tops Charts, Lifts AI Agent Trade; Tencent Rallies on AI | Daily News RecapCan GOOGL's 'Optical Net' take on NVDA's dominance?If NAND is 'born prolific,' how does SanDisk defend an 80% GPM?Jensen Huang touts a 'double boost' in chips; SK hynix and Solidigm plan a US NAND fab | Daily News Recap