Below is Dolphin Research's Trans of Sanhua Intelligent Controls' FY25 annual report earnings call.
---
Oil Brent above $100 looks like mostly geopolitical risk premium. Short term bullish but the trade is getting crowded. Add energy exposure on pullbacks
NVDA moving from chips to the full AI stack is st...
I used to adore Adobe Photoshop and their PDF software. However, after it changed its biz model, I no longer use them. Now with free alternatives and AI tools around, its Photoshop "moat" has been tot...
I hope the war will come to an end before oil reserves run out. We are not feeling the impact of oil prices yet in our electricity prices but it won’t be long if the war continues.
Trump was trying to calm the market and bring doen oil prices. In war, nothing is certain. Trade with caution.
Today is Friday. It is always wise to close your trades positions if you trade CFDs. Watch out for next Federal Reserve meeting on 17 March. Market will likely to focus on a series of key US data rele...
Markets were already due for a pullback before all the narratives. I am expecting a rebound soon. Stay safe!
US-Iran tensions escalate, with Brent crude oil prices surpassing $100 for the first time since August 2022. US futures plummet, intensifying stagflation concerns.
Although the US has announced the rel...
The $700B data center commitment confirms AI infra spending isn't slowing
☀️ Morning everyone ☕️ Iran tensions escalate, oil breaches $100, Nvidia drops $26B on AI models, markets tumble. Let's jump straight into today's big questions 👇
