Dolphin Research insights
AMD (Trans): DC to double; 2x+ again by 2027
Dolphin Research·
SPOT (Trans): Subs Top 300mn, Monetizing MAUs
Dolphin Research·
AMD has added several marquee AI customers — OpenAI, Meta, and Anthropic — and this time also Microsoft. Layered on top …SpaceX’s big AI bet: is the $100bn opportunity real?Draft ban roils AI compute supply chain; SpaceX adopts NVDA architecture for space compute | Daily News RecapAMD: Grabbing AI megadeals — why isn't the market buying?SpaceX 2Q26 First Take: This was SpaceX's first earnings release, and results were solid. Revenue continued to beat expe…AMD 2Q26 First Take: results broadly in line with the Street. Revenue growth re-accelerated, led by a doubling in the Da…AMD (Trans): DC to double; 2x+ again by 2027SpaceX (Trans): AI turns profitable for the first time; targeting 100bn ARR by year-endSPOT: Muted print; story priced in, waiting for the next catalystSPOT (Trans): Subs Top 300mn, Monetizing MAUsSPOT 2Q26 First Take: Q2 was mixed, with headline results broadly in line. For Q3, guidance is better on revenue and mon…AI compute sector sentiment rebounds; First global HBF storage standard goes live | Daily News RecapPLTR: Issues Fixed, Is the Cult Stock Back in Full Force?Palantir 2Q26 First Take: Q2 results offset the Q1 slowdown in US commercial growth and kept the acceleration intact. Re…PLTR（Minutes）: US Corporate Revenue Seen Holding Its Q2 Torrid Pace Through End-2027LKNCY: Past the delivery hangover, is the 'Little Blue Cup' now riding tailwinds?LKNCY (Trans): SSS Turned Negative, Expansion UnabatedLuckin Coffee 2Q26 First Take: Overall, Q2 was solid despite last year's delivery-subsidy high base. SSSG turned negativ…Alibaba officially launches Qwen 3.8-MAX; Xiaomi raises prices on several phone models | Daily News RecapRDDT: Beat but Plunged — Where’s the Catch?