Dolphin Research insights
TSLA 3Q26 First Take: Solid quarter. Revenue missed slightly, while GPM and FCF beat by a wide margin.OP came in a touch…TSLA (Trans): Orders at 4-yr high; Robotaxi to generate revenue next yearMETA (Trans): Muse surpasses 10mn in 6 wks; burn compute now, monetize laterChina Mobile: Pricing slide not over; high dividend may be inflated?Pop Mart extends a 5-day slide as Duan Yongping weighs in; NVDA GTC set for a marquee keynote | Daily News RecapSpaceX: From 'Rocket Man' to 'Landlord' — Who Will Foot the Bill for Musk's Next Trillion-Dollar Moonshot?AI agents are shifting the commercialization battleground from 'chat' to getting real work done. This raises a question:…SpaceX 3Q26 First Take: Overall, SpaceX delivered another across-the-board beat, while guidance was outright blowout. De…Dolphin Daily | Musk goes all-in on AI compute CapEx; are AI bets bleeding again?NFLX: Soft guide dents confidence; can 'new leadership + peak season' reverse the slide?Netflix 3Q26 First Take: Q3 underwhelmed overall. Earnings slightly beat, but the quality was low given a modest bar and…NFLX (Trans): Ads up 80%+ but still below target; U.S. content needs to speed upSpaceX (Trans): SI revenue up $5bn QoQ, compute capacity headed to 13 GWEVs are mature; the de-CATL push is here. Is CATL in real trouble this time?CATL (Trans): Tax burden compresses unit earnings; demand next year still seen up 20-30%CATL 3Q26 First Take: Overall, CATL delivered a 'shocking' print. Revenue still grew 59% YoY, but attributable NP rose o…Policy and competition squeeze: will China LLMs pivot to Ascend?AI workplace tools face a core monetization challenge: chatbots can scale to massive user bases, yet paid conversion sta…CXMT 4F^2: Will it disrupt the memory triopoly?Dolphin Daily | AMZN says 'sold out' vs CoreWeave rushes to sell shares: Who picks up the AI tab?