Opendoor Tech Series A - CW26

Unity

Conference Minutes

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80700

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Below is Dolphin Research's Trans of the Q4 2025 earnings call for $Unity Software(U.US). For our earnings review, see '30% Overnight Plunge: Who Crushed Unity?'. I. Key financials recap. Q4 2025 results. Revenue $503mn (+2% YoY); Adj. EPS $0.24 (vs. Street $0.21). Adj. EBITDA $125mn (margin 25%); FCF $119mn...

Unity Software

Opendoor Tech

Opendoor Tech Series K - CW26

Opendoor Tech Series Z - CW26

TENCENT

TENCENT-R

Tencent HK SDR 10to1

Tencent

Tencent Holdings Limited

Unity (Trans): Vector up 70% YoY in Jan.

Costco

COST

DASH

UBER

Below is Dolphin Research's full earnings call Trans for $Costco Wholesale(COST.US) FY26 Q1. For our First Take, see 'US Gov. shutdown victim? Is Costco's last leg down?'1) Key metrics recap. Headline results: net income of $2.001bn and diluted EPS of $4.50.Excluding tax benefits related to SBC, net income and EPS rose 13.6% YoY. Sales: net sales were $65.98bn (+8.2% YoY), with comps up 6.4%...

Costain Group PLC

Costco Wholesale

Doordash

Uber Tech

Signet

Ameriprise Financial

COST (Trans): Confident on inflation; plans to open 30 warehouses annually.

DELL

Financial Analysis

TECH

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NVDA

GOOG

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Dell Technologies (DELL.N) released its financial report for the third quarter of fiscal year 2026 (ending October 2025) after the U.S. stock market closed on November 26, Beijing time: 1. Core performance: $Dell Tech(DELL.US) reported revenue of $27 billion for the quarter, an increase of 10.8% year-on-year, close to market expectations ($27.3 billion). The company's revenue growth of nearly $2.7 billion this quarter was primarily driven by contributions from AI server shipments. The company's gross margin for the quarter was 20.7%, down 1.1 percentage points year-on-year, slightly better than market expectations (20%). Compared to service revenue...

Bio-Techne

Dell Tech

SMIC

Broadcom

NVIDIA

Alphabet - C

Alphabet

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

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

SMIC HK SDR 5to1

Dell DELL: Storage Price Increase Adds to Troubles? AI Guidance Provides Support

ORCL

OpenAI

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AMDL

The following are the minutes of AMD's Q3 2025 earnings call, compiled by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled 'AMD: Partnering with Open AI? Not a 'Spare Tire' Lifesaver'.1. Review of AMD's Core Financial DataOverall performance for the third quarter: Revenue increased by 36% year-over-year to $9.2 billion, excluding revenue from MI308 sales to China; net profit increased by 31%; free cash flow grew more than threefold; diluted earnings per share were $1.20, up 30% from $0.92 in the same period last year...

Oracle

Destiny Tech100

Digitalocean

Cisco

GraniteShares 2x Long AMD Daily ETF

Crane

AMD (Minutes): No new orders disclosed, MI450 focuses on rack-level solutions

ASIC

MSFT

INTC

AMZN

04335

AMD (AMD.O) released its financial results for the third quarter of 2025 (ending September 2025) after the U.S. stock market closed on the morning of November 5, 2025, Beijing time. Key points are as follows: 1. Overall Performance: AMD achieved a revenue of $9.25 billion in the third quarter of 2025, a year-on-year increase of 35.6%, exceeding market expectations ($8.74 billion). The year-on-year growth in revenue was mainly driven by the client and gaming business, as well as the data center business. The company's gross margin (GAAP) for this quarter was 51.7%, an increase of 1.6 percentage points year-on-year...

Ategrity Specialty Holdings LLC

Meta Platforms

Microsoft

Intel

Amazon

INTEL-T

AMD: 'Tied to' Open AI? Not a 'Backup' Lifesaver

AMD Quick Interpretation: The company's revenue and gross margin for this quarter exceeded previous guidance expectations, primarily driven by growth in the data center, client, and gaming businesses.With the recovery of the PC market, the company's client business reached a new high, and the gaming business has clearly rebounded from the bottom.The most watched data center business achieved revenue of $4.34 billion this quarter, an increase of $1.1 billion quarter-on-quarter, better than market expectations ($4.14 billion). This was mainly driven by the increased production of the MI355 series, with Dolphin Research estimating that AI GPUs contributed approximately $800 million of the incremental revenue.Regarding the company's guidance, it expects next quarter's revenue to be between $9.3 billion and $9.9 billion, with the midpoint ($9.6 billion) representing a 3.8% quarter-on-quarter growth, still mainly driven by the MI355. The company's non-GAAP gross margin for the next quarter is expected to be around 54.5%.As Open AI signed a major contract with the company, market focus has completely shifted from gaining CPU market share to the data center field.Meanwhile, the company's stock price has surged from around $150 to over $200, primarily catalyzed by Open AI.Open AI's 6GW major contract is expected to bring the company approximately $100 billion in revenue, providing support for the company's sustained growth in the future.On the other hand, with the help of Open AI, the market is also looking forward to the subsequent MI450 series products and the enhancement of competitiveness in the AI chip market, and the current high valuation has already factored in the expectation of high growth over the next 2-3 years.For this earnings report, the market is more focused on progress in the data center field, such as the status of new orders and the progress of the MI450, which are more attractive than the next quarter's guidance. For more information, please follow Dolphin Research's subsequent detailed commentary and management minutes. $AMD(AMD.US)

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1. Key Points of the GTC Conference 1. NVIDIA has established a strategic partnership with Nokia, investing $1 billion in Nokia's equity. They released a new product series called 'NVIDIA ARC,' which Nokia will use for future base stations to upgrade 6G and AI capabilities; 2. They released the NVQLink interconnect architecture and the CUDAQ platform, which directly connects GPU supercomputers with QPUs (quantum processors), laying the groundwork for quantum computing processors; 3. $NVIDIA(NVDA.US) is collaborating with the U.S. Department of Energy to build the largest AI supercomputer in the United States...

Nokia Oyj

Bluebird Bio

HeartBeam

IonQ

HEARTBEAM INC C/WTS 31/10/2026 (TO PUR COM)

 GTC Conference: Next Year's Shipment 'Blockbuster', is NVIDIA‘s Limit Really “Sky”？

Opendoor Technologies Inc. Announces Q1 2026 Earnings Report

InMed Pharmaceuticals

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Amesite

CN Energy

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

Earnings Watch

Opendoor Tech Series A - CW26 | 8-K: FY2026 Q1 Revenue: USD 720 M

Opendoor Tech Series A - CW26 | 10-Q: FY2026 Q1 Revenue: USD 720 M

ABTS

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WSHP

Overview of the US Stock Market: The current market shows a clear divergence between strengths and weaknesses, with technology stocks and small-cap stocks performing particularly well. The surge of Abits has attracted widespread attention in the market, with a significant increase in trading volume, indicating strong capital involvement. Meanwhile, some stocks like Twin Vee PowerCats and Interactive Strength have encountered sharp declines, reflecting fluctuations in market sentiment and changes in short-term trading enthusiasm. Overall, it seems that capital is seeking opportunities in high-volatility stocks, with active short-term trading. In the past hour, the stock with the largest movement, Abits, surged by 163.29%, with trading volume significantly increasing, and market sentiment is high, attracting a large influx of short-term capital. The strong performance of this stock appears to have driven up other technology stocks, creating a positive sector effect. Strong stocks include: 1. Rackspace Tech: up 64.49%, as demand for cloud computing services has surged recently, driving a strong rebound in this stock. 2. Neo-Concept: up 27.28%, with a year-to-date increase of 402.65%, demonstrating its strong performance in the market and investor confidence. 3. Novabay Pharmac: up 25.76%, with increased trading volume and strong market expectations for its new products. 4. Planet Image: up 24.73%, with active participation from short-term capital making this stock perform actively

Price Alert

Abits

Rackspace Tech

Twin Vee PowerCats

Interactive Strength

Knorex

WeShop

Abpro

Abundia Global Impact

Dermata Therapeutics

Rubico

Neo-Concept

Novabay Pharmac

Planet Image

Sensei Biotherapeutics

Troops

Cardio Diagnostics

Evolution Metals & Tech

Solidion Tech

Davis Commodities

Jianzhi Edu Tech

TMD Energy

Nasus Pharma

NOODLES

C3is

Lavoro

Allied Gaming & ENT

SABRE

Namib Minerals

Cloudastructure

Starfighters Space

DirectBooking Tech

Intensity Therapeutics

Cadrenal Therapeutics

Akamai Tech

JFrog

Allarity Therapeutics

Lightpath

Aprea Therapeutics

TRAILBLAZER MERGER CORP I USD0.0001 CL A (S/R21/04/2028)

Regencell Bioscience

Baird Medical Investment

Applied Optoelectronics

Ondas

Gaxos.ai

Velo3D

Coreweave

Olenox Industries

Biodexa Pharmaceuticals

PMGC

Society Pass

Bullfrog AI

Sky Quarry

Vivopower

Avalon GloboCare

Auddia

Atomera

Apimeds Pharmaceuticals US

CBL International - B

IP Strategy

TTM Tech

Dragonfly Energy

Lemonade

Faraday Future Intelligent Electric

Jack In the Box

Urban-Gro

Edesa Biotech

Nebius

bioAffinity Tech

US Stock Movement Update: Abits surged 163.29%, Rackspace Tech rose 64.49%, Twin Vee PowerCats fell 54.59%

Opendoor Tech Series A - CW26(OPENL.US)

Opendoor Tech Series A - CW26 | 8-K: FY2026 Q1 Revenue: USD 720 M

Opendoor Tech Series A - CW26 | 10-Q: FY2026 Q1 Revenue: USD 720 M

US Stock Movement Update: Abits surged 163.29%, Rackspace Tech rose 64.49%, Twin Vee PowerCats fell 54.59%

Popular pre-market trades in US stocks: Opendoor Tech Series A - CW26 pre-market up 34.63%; WeShop pre-market down 12.20%

Opendoor Tech Series A - CW26 | 10-K: FY2025 Revenue: USD 4.371 B

Opendoor Tech Series A - CW26 | 8-K: FY2025 Q4 Revenue: USD 736 M

Pre-market hot trades in US stocks: Opendoor Tech Series A - CW26 up 7.36% in pre-market; Sandisk down 4.15% in pre-market

U.S. stock market update: Opendoor Tech down 15.31%, trading volume increased, market sentiment fluctuations attract attention

Unity (Trans): Vector up 70% YoY in Jan.

Popular pre-market trades in the US stock market: Opendoor Tech Series A - CW26 pre-market up 10.38%; E-Home Household pre-market up 9.79%