AI memory demand likely is a real multi-year super cycle driven by AI growth, but markets have already priced in much of the optimism, leaving mixed upside.
the world's top 3 semicon memory heavyweights: SK hynix, Samsung elec & micron. SK share price returns at 800% in a year so Micron has to catch up.
High tech companies and their's supply chains continuously dominate the market, which are only key drivers, and the money flows toward them are over concentrated. Things will turn around if their earn...
Emotions are a funny thing. It makes people buy things they don’t need or things that just doesn’t make sense in value. When an item is selling much cheaper, no one wants its coz its not popular. When...
Spot gold rose 0.5% to $4,536.84 per ounce, staying near historical highs amid persistent geopolitical uncertainty.
Gold remains a safe-haven asset and should occupy a certain proportion in one's portf...
Wow. So much bullishness and euphoria all around in an overpriced, overvalued market. People are funny. History lessons are meant for them to learn from. Yet they run headlong into the same things tha...
just holding my small position, watching earnings come in. if it beats I add, if it misses I hold. China tech is volatile but the valuation is too cheap to ignore 💤
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Below is Dolphin Research's transcript of $NetEase(NTES.US) $NTES-S(09999.HK) 1Q26 earnings call.
For our earnings take, see 'NetEase: Making money through the lull; the evergreen franchise keeps gain......
$NetEase(NTES.US) released its Q1 2026 results after the Hong Kong close on May 21 (Beijing time).
Results were above expectations, with the upside driven by game revenue, GPM, and tight opex discipli......
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