ORCL

148.8702.84%

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FaithAnchor

Go Beyond!

Rate Of Return

Aug 19 at 06:02 AM

Oracle’s Jupiter is a massive AI bet, but the road won’t be smooth. Power shortages, a delayed gas pipeline, rising construction costs, huge funding needs and execution risk could pressure margins and cash flow. I’m bullish on the long-term AI demand, but Jupiter must prove it can deliver.

D

Dolphin Research

Unitree Robotics whipsaws on debut; SK hynix unveils KRW 40tn buyback & cancellation | Daily News Recap

Aug 19 | Dolphin Research Focus: 🐬 Macro/Industry

1) Market chatter suggests China may ease import curbs on Nvidia H200 chips, lifting sentiment across compute plays. If enacted, the policy would ease the domestic compute crunch, enabling cloud vendors and LLM developers to scale, and would be positive for Nvidia's China shipments. For now it's only market chatter with no official documentation, so expectations may miss; watch for the final rules and quota sizes.

2) The Zhuque-3 Y2 launch vehicle ignited at the Dongfeng Commercial Space Innovation Test Zone. It then lifted off...

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