VanEck Semiconductor ETF

Strategy Report

PHUN

ABTC

DJTWW

.SPX

SOXS

.IXIC

SQQQ

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SDOW

SGOL

A hand-controlled life necessity price, plus a man-made interest price, will ochestrate US' economy boom in 2036.

Phunware

Trump Media & Tech

American Bitcoin

Trump Media & Tech - CW28

C3.AI

iShares Core S&P Mid Cap

S&P 500

Direxion Semicon Bear 3X

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NASDAQ Composite Index

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iShares Core S&P Small Cap

ISHRS Russ 1000

iShares Core S&P 500

Invesco QQQ Trust

Pro UltrPro Shrt Dow30

Abrdn Gold ETF Trust

3% US 2026 GDP—New Policy Floor of AI Era?

OpenAI

DXYZ

NVDA

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

Originally, the market was continuously declining due to liquidity withdrawal caused by the U.S. government shutdown and concerns over supply chain financing surrounding OpenAI. However, now that the U.S. government has reopened and NVIDIA's strong performance has been released, the market still isn't buying it. What exactly is wrong with the U.S. stock market? With only five weeks left in 2025, has it completely turned into garbage time? Is there still hope for AI in 2026? 1. Looking towards 2026, what exactly are Trump's demands? There is one last chance for a rate cut this year—the interest rate meeting on December 10th. From a macro perspective, the current market's short-term nerves seem to be dominated by the prospect of a rate cut...

Destiny Tech100

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Bubble Talk Rising, Will AI Continue as Hottest Bet in 2026?

GBTC

SBET

Continued tight liquidity has started to affect beneficiaries under ample liquidity, such as Bitcoin, as well as tech growth stocks with weak fundamentals and excessive valuations. But what cause the liquidity shortage abruption? what may ease it? and how to position portfolios under this circumstance?

Grayscale Bitcoin Trust BTC - ETF

SharpLink Gaming

Angel Oak Mortgage-Backed Securities ETF

ON Semiconductor

U.S. gov. shutdown to trigger a 'dollar shortage'?

000831

00769

SOXL

SOXX

CP00062

The U.S. federal government has been in a shutdown since October 1st, and it has now been over a month. During this period, although there has been almost no release of federal-level macroeconomic data, the 'G2' meeting between China and the U.S. in South Korea, the Federal Reserve's interest rate cut, and the AI infrastructure investment frenzy by American tech giants during the earnings season have resonated to create a small peak in the U.S. stock market. However, the core issue the market now faces is whether the realization of these benefits means that all the good news has been priced in, and whether the remaining time in 2025 will be 'junk' time. 1. Powell's 'hawkish' rate cut...

ZGXT

CHINA RAREEARTH

Direxion Semicon Bull 3X

iShares Semiconductor ETF

Semiconductor

All become 'money-eating beasts'! Can the giants of the US stock market still take the lead?

$NVIDIA(NVDA.US) Quick Interpretation: The company's financial report data for this quarter is average, with revenue failing to maintain the previous beat guidance of “+2 billion USD,” and the gross margin slightly below market expectations. Although Blackwell provided incremental support for this quarter, the ramp-up situation of GB200 affected revenue growth and gross margin performance.The company's operating expenses are relatively stable. Research and development expenses, as well as selling and administrative expenses, have increased, but both have been diluted by high revenue growth, resulting in a stable decline in overall operating expense ratio, with the company's net profit margin maintained at 56.2%.For NVIDIA, the market is actually more concerned about next quarter's guidance and the progress of Blackwell. The company expects next quarter's revenue to be 43 billion USD, which is better than the lowered buy-side expectation (around 42 billion USD). However, the gross margin (GAAP) for next quarter is 70.6%, lower than the market expectation of 72.3%, indicating that the gross margin is still significantly affected by the ramp-up of Blackwell.From the guidance perspective, the incremental support provided by Blackwell for the next quarter looks good. For more detailed data and the progress of GB300, please follow Dolphin Research for subsequent specific comments and conference call content.

Conference Minutes

NVIDIA (NVDA.O) released its Q3 fiscal report for 2025 (ending October 2024) after U.S. stock market hours on November 21, Beijing time. The specific content is as follows: Below is the summary of NVIDIA's Q3 fiscal performance conference call for 2025. For the interpretation of the financial report, please refer to &#34;NVIDIA is still the backbone, just the firepower is nearing its peak.&#34; 1. $NVIDIA(NVDA.US) Core information review of the financial report: 2. Detailed content of NVIDIA's financial report conference call 2.1. Executive team presents core information: 1) Business progress data center business revenue situation: - Revenue was $30.8 billion...

Nvidia: Blackwell delivery volume will exceed previous expectations (FY25Q3 conference call)

$NVIDIA(NVDA.US)Quick Interpretation: The company's earnings report was quite good this time.Revenue continued to beat guidance by +$2 billion, and gross margin also met expectations. All of the company's businesses showed varying degrees of growth this quarter, with data center and gaming contributing significantly to the incremental growth. As downstream cloud providers continue to increase capital expenditures, the company's data center business has grown to over $30 billion, accounting for nearly 90% of total revenue. Despite the absolute increase in R&amp;D and sales expenses due to business expansion, the expense ratio continues to decline. Overall operating expenses remain healthy.After achieving the usual guidance beat of +$2 billion, the market is more focused on the company's next-quarter guidance. For the next quarter, the company expects revenue of $37.5 billion and a gross margin of 73%. The performance will be primarily driven by the mass production of Blackwell, though the initial ramp-up may have some impact on gross margins. The overall guidance and pace are in line with market expectations.In summary, Nvidia's current performance is mainly focused on its data center business, which is heavily influenced by procurement from downstream cloud providers. Based on the capital expenditure expectations of the four major cloud providers, combined capital expenditures are still expected to grow next quarter. The company remains unaffected by its main competitors—AMD's guidance for its related products is weak, while Nvidia has raised its guidance again this quarter, demonstrating its leading product capabilities. With the shipment of Blackwell, the company is expected to further widen its gap with competitors. Going forward, it is recommended to pay attention to the conference call for updates on Blackwell's shipment expectations, progress in the PC segment, and the company's outlook for the data center business.

TSMC to hold an investor conference on January 15, with market focus on capital expenditure and global expansion progress

Nokia and Nvidia Reach Investment Agreement, Transitioning to AI Infrastructure Company

Industry analysis indicates AI is the core of the electronics sector's growth in 2026, with NVIDIA poised for steady benefits

NVIDIA and AMD to Increase Graphics Card Prices in Early 2026

Taiwan stocks start 2026 strong, with TSMC's stock price hitting a new high of NT$1565.

Supply chain news indicates AMD and Nvidia will raise GPU prices in early 2026 due to rising memory costs

Consumer electronics prices expected to rise in 2026 due to surging demand for AI chips

Taiwan Semiconductor Manufacturing Co's Nanjing Plant Secures One-Year License, Anticipated 2026 Revenue Growth

Nvidia reportedly asks TSMC to increase H200 chip production due to strong demand in China

Media Preview: AMD CEO Lisa Su to announce Ryzen AI 400 series processors at CES 2026

Nokia and NVIDIA partner to develop AI infrastructure and 6G networks

Researcher discovers vulnerability in Nvidia Tegra X2 chip, potentially affecting Tesla's Autopilot system

NVIDIA to participate in CES 2026, with CEO Jensen Huang delivering a keynote presentation.

Trump's White House Plans to Siphon Profits from Nvidia's Chinese Chip Sales

Analysis: The NVIDIA 'myth' may be 'disenchanted' in 2026, as the growth rate of the intelligent computing market is expected to slow down significantly

Micron Technology Reports Record Revenue and Profit Growth

Analysis suggests TSMC still has growth potential in 2026 due to its dominant position in AI chip manufacturing

Samsung reportedly plans to develop its own in-house GPU for future Exynos chips, aiming to replace AMD's RDNA architecture

Analysis suggests Nvidia's Rubin architecture will use TSMC's 3nm process, further strengthening their partnership

Analysis suggests NVIDIA is transitioning from a chip designer to an architect of the 'Intelligence Age'

Intelligent Bio Solutions

Anghami

UTime

ESH ACQUISITION CORP COM USD0.0001 CL A (S/R 13/06/2028)

Northann

FG MERGER II CORP COM USD0.0001 11/02/2030 (SUBS/RTS)

ESH Acquisition

INFLECTION POINT ACQUISITION CORP V COM USD0.0001 CL A (SUB/RIGHST)

RISING DRAGON ACQUISITION CORP COM USD0.0001 15/11/2028 (SUBS/RT)

Datavault AI

VanEck Semiconductor ETF(SMH.US)