The analysis is very thorough, 👍👍, truly well thought out, thank you
This week, $PDD(PDD.US) posted disappointing results, sending the stock down nearly 15%.
For a detailed take, see 'PDD: Old and Arrogant, Now Universally Disliked'. The most glaring issue: ad revenue ...
+1
Time to load up on $Alibaba(BABA.US)
$Alibaba(BABA.US) unveiled the Zhenwu M890 AI accelerator/chip targeted at autonomous agents and the agentic AI era, alongside broader AI model/stack upgrades building on prior Qwen efforts.
This is po...
0528 | Dolphin Research Focus 🐬 Stock 1, $Taiwan Semiconductor(TSM.US) — Supply chain checks indicate that, on surging AI compute demand and fully loaded 3nm lines, TSMC plans to raise 3nm foundry pr...
...
$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...
$TENCENT(00700.HK) Liquidated Tencent, and then used the corresponding funds to switch positions to Alibaba; Goodbye, Tencent!$BABA-W(09988.HK)
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...
CATL lands a large-scale ESS project in Europe; MU tops RMB 1tn mkt cap as memory rally continues | Daily News Recap
0527 | Dolphin Research Focus: 🐬 Macro/Industry
1) Per the National Bureau of Statistics (NBS), profits at industrial enterprises above designated size rose 24.7% in Apr., accelerating from 15.8% in M.........
So sad about CSRC’s escalated enforcement actions today against 3 major HK-based brokerage platforms. The latest move includes formal investigations, confiscation of illegal gains, severe penalties, a...