New AI collaboration features ignite MiniMax; Xiaomi 17 Max big-screen flagship debuts | Daily News Recap
0513 | Dolphin Research Focus: 🐬 Macro/Industry 1) On May 12, the Bureau of Labor Statistics reported April CPI rose 0.6% MoM and 3.8% YoY, with core CPI at 2.8% YoY, all higher vs. prior. Energy and...
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After a sharp pullback in the share price, bearish sentiment on Pop Mart has built quickly. How should we view the stock at current levels? Based on the newly released Q1 data, here is a quick take on......
new design of stock to crave for collection. Current designs are mostly grab and done for. Consumers are constantly searching for excitement. This eventually elevates the valuation of the company.✌️
0507 | Dolphin Research Focus: 🐬 Macro/Industry 1) Iran's Foreign Ministry spokesperson Baghaei confirmed it is still reviewing a U.S. peace proposal relayed via Pakistan, which includes a 14-point c...
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DeepSeek-V4 open-sourced, igniting the AI compute supply chain; Tencent's QClaw rolls out a major update | Daily News Recap
0427 | Dolphin Research Focus: 🐬 Macro/Industry
1) Last week, DeepSeek surprise-launched its flagship foundation model DeepSeek-V4 and fully open-sourced it, a key market catalyst. With AI advances as......
$POP MART(09992.HK)
Pop Mart: Is the Labubu Fever Breaking?
According to The Straits Times (2 April), Pop Mart’s staggering $42 billion valuation wipeout signals a “Labubu-sized” identity crisis. Inves...
Powell may not have an FOMC talk, but his recent QnA at a University sparks interests and influenced the market. A simple comment that inflation outlook in check and there's no need to hike rates due ...
Fed is in a dilemma. On one hand, he is cautious of rising inflation due to wars & tariff, on the other hand, he is watching unemployment rate in the labor market. Do nothing is the best current strat...
Fed’s dovish is shifting short term sentiment, creating a tactical risk on window. Not a full pivot yet,so stay long quality growth but keep macro hedges in place
Tesla TERAFAB – Moving into ultra scal...
Musk is again promising the sun and moon; selling a dream, forever over promising and shifting goal posts. With the geopolitical event causing headache and pocket-aches to investors, I don't think any...