For the record, I am far more aligned with $Tesla(TSLA.US) longs than shorts. Of all OEMs, TSLA has the greatest chance over the next 12-18 months to exploit the opportunity from unsupervised autonom...
........................CATL's new battery charges to 100% in 6 min; BABA unveils AI digital human 'Qwen Dimples' | Daily News Recap
Apr 22 | Dolphin Research Key Watch:
🐬 Macro/Sector 1) Trump said the U.S. will extend the ceasefire because of 'serious internal divisions' in Iran, until Tehran presents a unified negotiating plan a............
0416 | Dolphin Research Focus: 🐬 Macro/Sector 1) The National Bureau of Statistics released China's Q1 2026 macro data today. Preliminary estimates put GDP at RMB 33.42tn, up 5.0% YoY in real terms, ...
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Anthropic may roll out Opus 4.7 as early as this week; NVDA's quantum model targets baryons | Daily News Recap
Apr 15 | Dolphin Research Focus: 🐬 Macro/Industry. 1) Anthropic plans to roll out its next-gen flagship model Claude Opus 4.7 this week, alongside AI-powered design tools for website and presentation...
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Highlights from today’s pre-mkt summary for Subscribers: Equities fell globally as oil surged above $100/barrel after President Trump ordered a blockade of the Strait of Hormuz following the collaps......
$BABA-W(09988.HK)
Alibaba remains my core long-term investment. Its valuation is a major differentiator in the Hong Kong tech space, offering a unique mix of earnings recovery, capital returns and AI g...
We took a lot of grief from $Tesla(TSLA.US) bulls on X when we exited the balance of our TSLA position last May at $358. Since then it has been the right call (TSLA -1% vs NDX +12%) as TSLA has strug...............
In today’s pre-mkt summary for subscribers: Stocks were flat as they headed for a third straight weekly drop as investors weigh US and Israel efforts to ease concerns over the Iran war, now entering ..................
In today’s pre-mkt summary for Subscribers: Stocks were little changed as Brent crude surged to $116/bbl amid escalating Middle East attacks threatening long-term damage to key oil & gas facilities in.....................
☁️ Team Cloud here! Alibaba's cloud segment growing 35% is no joke — especially with AI demand exploding in China. The 380B CapEx plan shows they're serious about competing with Tencent and Baidu in t...