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......
Overall GPM is expected to remain resilient in 2026. Resilience should hold through the year.
FY26 shipment guidance raised sharply to 3.0-3.5 mn units
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Hesai 4Q25 First Take: Results again showed high shipment growth driven by price compression. The company protected margins via solid cost control and issued upbeat 2026 shipment guidance.
I. 4Q25 res...
Seriously, Singtel stop making my life hard. I need the connectivity. Can't believe they are so terrible. I am cancelling my plan with them and will short it!
I believe Alibaba is going to surprise the market with a major new chip product. 💪🏽
It is also surprising that no one is talking about yesterday’s gold movement. Gold has never, in history, dropped 1...
Singtel -5.4% on outage is a buying opportunity if you believe network reliability is fixable. Core business unchanged
Hi guys ☕️ Big news: Alibaba dropping a new chip? SK Hynix goes all in on HBM. Apple teases a big one at WWDC. Singtel tanks 5.4%. CapLand Ascendas REIT goes big. Plus 6 earnings. What's catching your...
Zijin Mining's drop over the past two days has been a bit absurd. Gold prices just plunged without warning. The A-share market can still hold up, but the Hong Kong market got hammered directly. Althou...
TSLA at $1.5tn: priced for the future, or still undervalued as an AI crown jewel?
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