Dolphin Research insights
CoreWeave: Blowout results, defying frothy pricing. Can NVDA's protégé rise?HSAI: Soft guidance — is the sector leader stalling?US inflation looks to be broadening beyond energy and food:Shelter rose 0.3% MoM, contributing over 30% of the monthly h…Dolphin Daily | NVDA drops another 5%; 50bp hike on the table; neoclouds on trial again?CoreWeave 3Q26 First Take: On the face of it, the print was solid. Growth and profitability beat, revenue and orders bot…CoreWeave (Trans): Price hikes + legacy card renewals lift margin >10% ahead of planSE: Dual-track investment in e-comm and AI — is the 'Little Tencent' getting awkward too?SE (Trans): Monee to pursue spin-off listing in 1–3 yrsATAT (Trans): Retail growth guidance raised to 50%–55%HSAI (Trans): Robot revenue now over 50%; SGI seen reaching breakeven next yearATAT: Retail as lifeline, hotels bleeding; how long can its 'boutique-chic' image hold up?SE 3Q26 First Take: Results were mixed this quarter: top-line growth was solid with all three segments — e-commerce, fin…Hesai 3Q26 First Take: the miss was on deliveries. Pricing stabilized, but 4Q26 guidance came in well below expectations…ATAT 3Q26 First Take: Overall, it was a repeat of 'hot retail, cold hotels' in Q3. Retail drove another top-line beat, a…RKLB: Neutron Delayed Again; Is SpaceX’s Challenger Still Viable?Dolphin Daily | AI rallies; only 'scandal-hit Jensen Huang' is shunnedRocket Lab 3Q26 First Take: On the surface, a beat — revenue and GPM both hit the high end of guidance, and 4Q26 revenue…RKLB (Trans): Backlog Surges to $3.6bn, Neutron Price HikeCoherent vs. China's 'Yi-Zhong-Tian' trio: Who really has the edge?Coherent: Market cap halved — was the optical‑module 'all‑rounder' oversold?