$Sony Group Corporation(6758.JP) I think Sony has held steady at this level. I sold a batch of puts at 3378, expiring at the end of the month, and I'll see if they get exercised. If they are, I'll gladly accept it.
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Just dropping these 3 slides from Agility Robotics ( $Churchill Capital XI(CCXI.US) ) presentations.
For the US robotic program doomposters:1. “75% of parts” - sourced from the USA2. Just eyeballing the graph, looks like <$30k BOM mass production.People were just looking at the ~$145K cost. 3. 10,000 RoboFab capacity, and they build in Salem/Pittsburgh/Fremont (USA).So looks like majority US supply chains with targets of <$30K mass productionIt does help they’re backed by $Amazon(AMZN.US) / SoftBank / Foxconn / $NVIDIA(NVDA.US) as investors to get this done.Just personal thoughts as a shareholder in $Churchill Capital XI(CCXI.US) (NFA):My personal biggest fear were US humanoid leaders like $Tesla(TSLA.US) were just building out their entire supply chains in China.So US robotics could just be export controlled/halted down the road.eg. South China Morning Post: ‘Optimus chain’: Chinese suppliers form the backbone of Tesla’s humanoid robot initiative and engaged with hundreds of Chinese component suppliers. And that Western companies are not able to lower costs to a competitive level + are forced to use Chinese components. I'm still not sure how they're going to do it but if Agility can achieve those mass production targets with that BOM cost in the USA/West. It would be a great validation for Made in America US robotics programs. IMO the top 5 US humanoid programs right now in terms of commercialization potential are:1. Tesla Optimus2. Figure3. Agility Robotics4. Boston Dynamics (yeah KR parent)5. ApptronikTesla is a $1T+ company. Figure is private and valued around ~$39B. Owning Boston Dynamics through Hyundai is a bit messy.And I’d prefer not to invest in adversarial programs just as a personal preference.So I’ve been personally excited for Agility to be listed as early as September.
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Recommend buying a little Sony, the price should have built a relatively good medium-term reversal structure. I currently hold a little RCN, considering if it can return to around 3400, I'll open a position in some shares; $Sony Group Corporation(6758.JP)
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Sony Music Group is to buy recognition music group from Blackstone in an almost $4B deal - FT - $Blackstone(BX.US) $Sony(SONY.US)
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Tokyo Electron, Nikon remain vigilant over possible impact of DRAM shortages on SEMICONDUCTOR EQUIPMENT production, while Sony, Panasonic say procurement is under control and chip maker Renesas sees possible biz impact from high DRAM prices, Nikkei XTECH reports, adding Toyota, Honda, 5 more auto makers say no impact from DRAM shortage yet, and they are working closely with chip makers. $ASML(ASML.US) $Applied Materials(AMAT.US) $Lam Research(LRCX.US) $KLA(KLAC.US) $Tokyo Electron(TOELY.US) $Sony(SONY.US) $CAJ
Source: Dan Nystedt
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HK market kicks off Apr. with a rally; BILI overhauls recommendation engine | Daily News Recap
Apr 1 | Dolphin Focus: 🐬 Macro/Industry: Leaders of the US and Iran signaled openness to ending hostilities, easing fears of a broader Middle East war. On the back of this, US stocks closed higher on Tue as intl crude pulled back, with WTI and Brent both down, easing inflation worries. In addition, the White House said Trump will address the nation at 9pm ET Wed (9am Beijing Thu) to provide a major update on Iran.
🐬 Single stocks: 1) $Taiwan Semiconductor(TSM.US) TSMC's Japan JASM Fab 2 has been upgraded from 6nm to 3nm...
Today’s Key News Recap - D
POP MART (Trans): 2026 'pit stop to refuel and change tires'
Below is Dolphin Research's Trans of the FY25 earnings call for $POP MART(09992.HK). This section provides a recap of the core takeaways.
1) Shareholder returns: the company plans to distribute 25% of net income attributable to shareholders as dividends. This implies a total payout of RMB 3.194bn and DPS of RMB 2.38.2) Guidance: for 2026, management targets revenue growth of at least 20%, prioritizing healthy, sustainable growth over aggressive expansion. It aims to avoid revenue growth without profit. The company will add quarterly business updates in May and Nov to increase disclosure frequency...
Pop MartConference Minutes - B
Core assets in the Japanese stock market are starting to recover. The adjustment in U.S. stocks should be almost done. Guys, is everyone doing okay?
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In-depth Strategic Analysis Report on Japan's Top 10 Business Giants: Core Competencies, Global Competitiveness, and Future Outlook (2025 Edition)
Written in front, unfortunately, Longbridge still cannot directly purchase Japanese stock market stocks. However, I currently hold some Hitachi-related assets through other channels. Making a little profit is not bad. Executive Summary: The Global Revival and Structural Transformation of Japanese Companies By November 2025, the business landscape in Japan and globally is undergoing profound restructuring. Once seen as stagnant in growth, "Japan Inc." is now making aggressive balance sheet restructuring, focusing on core businesses, and betting big on next-generation technologies (such as all-solid-state batteries, generative AI, advanced semiconductor packaging)...
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Amazon (Minutes): Computing power supply to double again by 2027
The following is the Q3 2025 earnings call minutes for $Amazon(AMZN.US) organized by Dolphin Research. For earnings interpretation, please refer to "AWS's Major Reversal: Has Amazon Finally 'Turned the Corner'?" 1. Review of Core Financial Data 2. Detailed Information from the Earnings Call 2.1 Key Executive Statements and Strategic Outlook 1. AWS Business Momentum: AWS growth rate reached its highest level since 2022, with a year-over-year growth rate returning to 20.2%. Achieving a 20% year-over-year growth on an annualized run rate of $132 billion is extraordinary...
AmazonConference Minutes - B
Japanese stocks may present new investment opportunities:
Today, Mitsubishi Heavy Industries surged. The stocks I hold: Sony/Hitachi also surged: The new Japanese Prime Minister taking office has a high probability of boosting Japan's domestic military manufacturing industry. The underlying logic is for everyone to find out for themselves. Additionally, the yen seems to be accelerating its depreciation. Related Japanese consumer stocks, such as Pan Pacific (7532), the parent company of Donki Donki, also seem promising. Take action! Unfortunately, Longbridge is still not available for purchase.
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An explosion and fire at a Kanto Denka factory in Japan on 8/7 has raised concerns over a key semiconductor material called nitrogen trifluoride (NF), used by clients: TSMC, Sony, Samsung, Micron, Kioxia, etc., media report. The explosion killed one worker and sent another to hospital, prompting authorities to shut the plant. 1/2 $Taiwan Semiconductor(TSM.US) $Sony(SONY.US) $Micron Tech(MU.US) #Samsung #Kioxia #semiconductors
Source: Dan Nystedt
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Only 3 of 7 semiconductor plants built in Japan in 2023 and 2024 have begun mass production as of April this year due to the slow recovery in demand for non-AI chips, Nikkei reports, noting Japan’s Renesas opted not to start mass production at its Kofu plant due to slow demand for power semiconductors used in EVs, while Sony, Rohm, Sanken Electric are holding off on mass production at new facilities. TSMC’s Japan unit is also said not to be using much of its capacity now. $Sony(SONY.US) $Taiwan Semiconductor(TSM.US) #semiconductors #semiconductor
Source: Dan Nystedt
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Sony is considering spinning off its chip unit, Sony Semiconductor Solutions, as early as this year, Bloomberg reports, citing unnamed sources. A spinoff would allow the semiconductor business to make faster decisions and raise funds. $Sony(SONY.US) #semiconductor #semiconductors
Source: Dan Nystedt
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The CES 2025 (International Consumer Electronics Show), also known as the "Tech Spring Festival Gala," will kick off in Las Vegas, USA from January 7th to January 11th.
As the first and largest technology event of the year, what content is worth paying attention to?
1. NVIDIA$NVIDIA(NVDA.US) 、AMD$AMD(AMD.US) 、 Samsung and Toyota's keynote speeches
Before the official opening of the exhibition, some attendees will hold press conferences and small events from January 5th to 6th.
Nvidia is scheduled to hold a press conference on Monday evening at 9:30 PM Eastern Time. It is expected that the company's founder and CEO, Huang Renxun, will announce its latest developments in AI, including the highly anticipated GeForce RTX 50 graphics card.
AMD is scheduled to hold a press conference on Monday afternoon at 2:00 PM Eastern Time. At that time, it is expected to launch its next generation GPU to compete with Nvidia's RTX 5000. As part of its rebranding plan, the company may launch the RDNA 4 graphics card, or name it the RX 8000 or RX 9000 series.
Samsung Electronics is scheduled to hold a press conference on Monday evening at 8:00 PM Eastern Time. Samsung is expected to continue announcing its progress in television and home appliances, with a speech topic of "AI for All: Everyday, Everywhere". It is predicted that the company may also showcase consumer robots, but it is unlikely that such products will be put into commercial production.
Toyota is scheduled to hold a press conference on Monday evening at 19:00 Eastern Time. At that time, Toyota Chairman Akio Toyoda is expected to report on the latest progress of his "Woven City" project, with a focus on how startups are integrated into the project and whether Toyota has successfully built a complete ecosystem driven by hydrogen fuel cells. According to the previous public information, "weaving the city" aims to test and develop new technologies such as hydrogen energy, autonomous vehicle, robots and artificial intelligence.
In addition, other noteworthy speeches were given by Linda Yaccarino, CEO of X platform, and Ed Bastian, CEO of Delta Air Lines, on Tuesday Eastern Time.
2. AI remains a major focus, and industries such as automobiles and robots are also worth paying attention to
Artificial intelligence undoubtedly continues to be a hot topic at CES 2025.
On the basis of the 2024 conference, AI will be more widely applied to various products this year, including cars, refrigerators, etc. According to Huafu Securities' previous expectation, the landing of AI terminals will become the core theme of this exhibition. This year, it will focus on the acceleration of AI underlying technology innovation and in-depth exploration of AI application landing scenarios. Innovative products supported by AI will be launched intensively.
The automotive industry will also be one of the highlights of the exhibition. In addition to Toyota, it is expected that Sony will continue to promote the pure electric model Afeela, which is in cooperation with Honda, at the press conference.
In recent years, robots have increasingly become the focus of attention at CES, and it is expected that most transportation companies will discuss this topic, covering manufacturing to electric vertical takeoff and landing vehicles (eVTOLs). Companies such as Hyundai may showcase their attention to humanoid robots and other robotics technologies.
CES remains the main showcase for computer displays. Currently, Samsung, Asus, and MSI have all launched 27 inch 4K OLED displays with a refresh rate of 240Hz on the eve of the conference.
Considering the development of generative AI technology and the successive release of intelligent assistant functions by Google, Amazon, and Apple, it is expected that the highly favored smart home appliance industry may also usher in a wave of "new releases". At present, LG has released relevant information, and Samsung should also announce its latest progress on Monday.
After experiencing the hype, Extended Reality (XR) products have been proven to have room for improvement. The current situation in the industry is that Vision Pro has not taken off as expected by Apple, and there are no competitors who can compete with Meta's flagship VR headset product Quest. Leading companies such as HTC and Magic Leap have basically turned to enterprise applications.
