
$NVIDIA(NVDA.US)
I don’t put NVIDIA (NVDA) in the “Too Hard” pile.
I put the rest of the market there.
Trying to predict which AI software application will win in five years is gambling. It’s too hard. B...
In the early hours of Dec 12 Beijing time, AVGO released its FY2025 Q4 results after the U.S. close. The quarter ended Oct 2025.
1) Overall performance: Revenue was $18.0bn, up 28.2% YoY. This beat the...
1211 | Dolphin Research Focus: 🐬 Macro/Industry 1) The Fed cut rates by 25bps to 3.50%-3.75%, the third cut this year, in line with market expectations. It also announced $40bn of short-dated Treasur...
.........MSCI will decide in mid-January whether to remove DAT represented by MSTR from the index. Now it has entered a critical game period. Last week, Strive, the asset management company owned by Vivik Rama...
Hey brilliant investors, Thursday served up a classic market cocktail: a dash of central bank drama, a twist of confusing economic data, and a double shot of tech insanity. Let’s break down what moved...









