Longbridge HK, US stocks community
- An analysis by JP Morgan on the winners of open-so
- $Butterfly Network(BFLY.US)The Bigger Story Is Sta
- Sony’s talks with TSMC over joint venture developm
- $XL2CSOPHYNIX(07709.HK) just came a bit early. Hah
- $T3 Defense(DFNS.US)those of you here, maybe it’s
- been smooth
- We believe the MI455 is the first known chip to sh
- This is super interesting. $USO is right at the la
- $Microsoft(MSFT.US) $MSFU sold a slice as price is
- $Microsoft(MSFT.US)Microsoft has nearly recovered
- $Zeta Global(ZETA.US) price action is warranted to
- Palantir Just Grew 93%. That Is The Easy Part.
- UBER 2Q26 First Take: Q2 results were broadly in l
An analysis by JP Morgan on the winners of open-source vs. closed-source in different scenarios
The conclusion is that regardless of whether open-source weights, closed-source weights win or lose, or i...
$Butterfly Network(BFLY.US)
The Bigger Story Is Starting to Show Up
Butterfly Network is best known for turning ultrasound into a handheld, whole-body imaging device powered by its proprietary Ultrasoun...
Sony’s talks with TSMC over joint venture development of image sensor production lines at Sony's new fab in Koshi City, Japan (Kumamoto) “are progressing smoothly with a view to signing definitive agr...
$XL2CSOPHYNIX(07709.HK) just came a bit early. Hahaha, this stock is much more thrilling than our big crypto circle. Comparing the price changes of bitcoin, it's basically a stablecoin.
$T3 Defense(DFNS.US)those of you here, maybe it’s time to pivot to $Shuttle Pharmaceuticals(SHPH.US)👀
been smooth
We believe the MI455 is the first known chip to ship with active Local Silicon Interconnect (LSI) bridges, the chiplet-to-chiplet links inside a CoWoS-L package.
In CoWoS-L's short history, those bridg...
This is super interesting. $USO is right at the launch pad(pink line) that's built from March 2nd when it all started. Market is front running on possible deal. Can we expect its over or does this ent...
$Microsoft(MSFT.US) $MSFU sold a slice as price is putting in a potential temp top stick at overbought. Temp tops don't mean a stock is going to crash out it means basing/pullback likely. Have to se...
$Microsoft(MSFT.US)Microsoft has nearly recovered its entire year-long decline in less than a week after earnings, which highlights just how extreme market sentiment has become. When investors lose co...
$Zeta Global(ZETA.US) price action is warranted today in my opinion.
Stock was trading at 3x sales growing 40% and just turned profitable with record operating margins after beating/raising the guide f...
Palantir closed up about 30% on Tuesday, its best single day in two years, and short sellers are reported to have lost roughly 3 billion dollars on paper in one session. So today we are going to talk ...
UBER 2Q26 First Take: Q2 results were broadly in line, neither a beat nor a miss. With the Robotaxi threat still looming, the market wanted an upside surprise to get more conviction. In this setup, no...
