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There are many ways to measure progress in investing. Some people focus on portfolio value, while others measure annual returns. I like to keep things simple. Sometimes, I measure my option premium by...
TSM reported Q2 2026 results on Jul 16, 2026 (Beijing time) during U.S. pre-market hours. The quarter covered the period ended Jun 2026.
1) Revenue: $40.2bn, up 12% QoQ, near the high end of guidance ($39–40.2bn). Growth was led by AI silicon, with most core customers' AI chips migrating to 3nm (N3). On a 12-inch equivalent basis, wafer shipments were 4,336k...
+11In Dolphin Research's earlier piece 'AMZN's AI Misfire: Can It Mount a Comeback?', we examined AWS's AI buildout from several angles.
From in-house chips and the Anthropic partnership to model performance, we saw a meaningful step-up in AMZN's end-to-end AI capabilities, with the gap vs. Alphabet clearly narrowing.Two questions still stand out for us. First, AI margins at cloud providers seem better than we had penciled in; second, they remain heavily dependent on their model partners...
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