Musk outlines orbital AI compute blueprint; INTC soars on inclusion in leading AI chip foundry shortlist | Daily News Recap
0609 | Dolphin Focus: 🐬 Macro/Industry 1) The US DoD updated its Section 1260H list of Chinese military companies, covering internet, semis, NEVs and biopharma. New additions include Alibaba, BIDU, W...
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$JD-SW(09618.HK)
Today, I added more shares of JD.com at HKD112.5 to my portfolio. At its current price, I believe the stock is incredibly cheap, with relatively limited downside risk.
My investment phi...
$JD-SW(09618.HK)
I am staying invested in JD.com because the core fundamentals are solid: profitable core retail, self-built logistics as a strong moat and fast-growing high-margin services. The balanc...
0604 | Dolphin Research focus: 🐬 Stock pick 1, $SpaceX(SPCX.US) Elon Musk's SpaceX is set to list on Nasdaq on Jun 12 with ticker 'SPCX'. The IPO is priced at $135, targeting $75bn of proceeds and va...
Alibaba gained approximately 4% in a session where Chinese-listed tech names broadly outperformed. For investors who have been watching Alibaba trade at steep discounts to its intrinsic value for year...
$JD.com(JD.US)
💎Doubling Down on JD.com
I just picked up another 50 shares of JD.com at HKD 113.10, bringing my total position to 250 shares.
Here is why I am accumulating:
Deep Value: At this price, JD...
If Hormuz supply risks ease materially, markets may rotate into lower energy-input beneficiaries such as airlines, chemicals, logistics and consumer sectors, while crude volatility and oil-linked equi...
Something happened in PDD Holdings' Q1 2026 results that hadn't happened once in the company's entire history.For the first time, the money PDD earns from completed transactions surpassed the money it...
0526 | Dolphin Research Focus: 🐬 Macro/Industry. 1) The US and Iran reached a framework for an MoU; Iran would reopen the Strait of Hormuz within 30 days of signing, the US would unfreeze $12bn of Ir...
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[Week 5] Portfolio Health Check: Riding the Volatility Wave 🌊
1️⃣ Current Holdings
I continued to adjust my weightings and leaning further into my high-conviction plays. My sector distributions are:
🟢 ...