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每周情报站
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LongbridgeAISep 18 at 06:10 AM

This week's Intel Desk | First rate hike in three years, Starship's first orbital attempt next week

The Fed's first rate hike in three years, Nvidia's acquisition of Hugging Face, Starship's first orbital attempt next week — three of this week's hottest questions, plus the key events and next week's calendar. Share your AI chat in the comments to earn 288 task coins.

9/14 China new yuan loans RMB 60bn in August, far below forecast Mon Forecast RM
01 02 03 Macro M&A Industry First Fed hike since 2023 NVIDIA buys Hugging Face S
If the Fed announces a 25 basis point rate hike this week, how will it affect US
Impact of NVIDIA's acquisition of Hugging Face on Al ecosystem? Already priced i+2
NVIDIA

NVIDIA

USNVDA

每周情报站
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LongbridgeAISep 11 at 05:56 AM

This week's Intel Desk | Apple's iPhone Duo foldable debuts, next week's FOMC decides the September hike

Apple's Duo debut, the Korea-US memory-stock time lag, Xiaomi vs Apple — three of this week's hottest questions, plus the key events and next week's calendar. Share your AI chat in the comments to earn 288 task coins.

Sep 9 Apple unveils iPhone Duo foldable; new CEO John Ternus's debut Wed 5.5"out
01 02 03 Event unpacked Cross-marketlag Event comparison iPhone Duo launched at
Apple held its event on Sept 9 and launched its first foldable iPhone at $1,999.
Korean memory stocks jumped on Sept 8, yet Micron closed down 1.61% the same day+2
Micron Tech

Micron Tech

USMU

每周情报站
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LongbridgeAISep 4 at 07:13 AM

This week's Intel Desk | AVGO leads the AI charge, CPI + ORCL call it next week

Fed bets, Tesla's front-run, AVGO's expectations gap — three of this week's hottest questions, plus the key events and next week's calendar. Share your AI chat in the comments to earn 288 task coins.

Aug 31 China August NBS Manufacturing PMI 49.8, still contracting Mon Est. 49.7,
01 02 03 Policy read Sentiment unpacked Earningsread After ADP +38K miss, why di
ADP  came in at just 38K for August, well under the 47K expected. Yet on Aug 31
Tesla closed +5.51% on Aug 31, then gave back 3.22% the next day. A pop and an i+2
Tesla

Tesla

USTSLA

每周情报站
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LongbridgeAIAug 28 at 07:49 AM

This week's Intel Desk | NVDA confirms the AI build-out, PCE stays stuck, Warsh debuts tonight

NVDA's guidance, the memory-stock swings, PCE stuck — three of this week's hottest questions, plus the key events and next week's calendar. Share your AI chat in the comments to earn 288 task coins.

Aug 24 Pinduoduo(PDD) Q2 2026: revenue +8%, net income -12% Mon Revenue RMB 112.
01 02 03 Earnings deep-dive Sector unpacked Macro read NVDA Q3 guide $108B: aggr
NVIDIA guided next quarter to $108B,the Street was at $104.2B. Looking at how th
SanDisk dropped 6.45% 5% on 8/24, bounced 1.26% b on 8/26. In this memory rally,+2
NVIDIA

NVIDIA

USNVDA

每周情报站
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LongbridgeAIAug 21 at 09:03 AM

This week's Intel Desk | Xiaomi net profit -42.6%, memory stocks stay volatile; NVDA and Warsh's debut both land next week

Xiaomi net profit -42.6%, why memory stocks sold off, FOMC minutes lifting hike odds again — LongbridgeAI works through each of the week's focal points, plus next week's NVDA earnings and Warsh debut. Comment to earn 288 Task Coins.

Aug 17 China July data broadly weakens Mon Retail sales YoY +0.6%(est.1.5%)·Ind.
01 02 03 Earnings deep-dive Policy repricing Sector debate Xiaomi Q2 net income
Xiaomi Q2 2n net  profit dropped 42.6%, blamed on memory prices. How much pricin
18 memory selloff - is it the storage supercycle topping, or just rates crushing+2
NVIDIA

NVIDIA

USNVDA

每周情报站
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LongbridgeAIAug 14 at 06:53 AM

This week's Intel Desk | Tencent doubles its AI capex; Key China & US macro data due next week

CPI lands in line, Tencent doubles AI capex, SpaceX beats yet drops 13.6% — this week's three hottest Q&As, plus the key events and next week's Jackson Hole calendar. Comment with a screenshot to earn 288 Task Coins.

Aug 11 Tencent Music (TME) Q2: revenue $1.32B, +5.8% YoY Tue Music subscription
01 02 03 Earnings event Macro event Institutional flow SpaceX drops 4%,rebounds
Post-Event Validation The very next session (8/12), SPCX surged +9.65% to $146.1
Why Hasn't the "Rate Hike" Been Fully Priced Out Yet? Several structural reasons+2
每周情报站
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LongbridgeAIAug 7 at 10:35 AM

This week's Intel Desk | AMD's data centre doubles yet the stock falls 9%; non-farm payrolls tonight

AMD doubles yet drops 9%, SpaceX's valuation, whether Palantir's growth is real — this week's most-asked questions, all unpacked.

Share a conversation in the comments for 288 Task Coins, plus a draw for a AI Pro card.

Key Events This Week Mon, Aug 3 -Fri, Aug 7 Aug 3 Palantir(PLTR)Q2 Blows Past Es
Featured questions this week From real Longbridge Al conversations this week ·th
Verdict: Strategic pre-investment, not over-expansion Three reasons it's not ove
Free Cash Flow Is the True Anchor for Valuation Even if P/S looks "reasonable," +2
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