Will the AI infrastructure frenzy backfire, and is the Trump trade coming to an end?Today's Important News Review | Dolphin Investment ResearchIntel: Can it get back on its feet after shedding the "heavy burden"?Uber Q3 2024 Earnings Call SummaryUber: Plummeted 10%, what mistake did the honor student make?Roblox: Moving towards a long-term goal of 10% market share in game revenue! (3Q24 Conference Call Summary)Apple: Apple Intelligence will be promoted in more countries and languages (FY24Q4 conference call summary)Amazon: Can Profit Margins Continue to Rise Under Massive Investment? (3Q24 Conference Call Summary)Li Auto 3Q24 Conference Call SummaryAmazon: Profits have surged again, but massive Capex has "cast a shadow"Apple: A massive loss of 10 billion, can it withstand?Roblox's growth lifeline is "breaking the circle"Li Auto: Mixed feelings, can new pure electric products support Li Auto again?Microsoft: What is constraining the growth of Azure? (1Q25 Conference Call Summary)Luckin Coffee: Will continue to expand in the future and explore innovative international operation models (3Q24 Summary)After the storm, has Luckin Coffee's brief honeymoon period arrived?Robinhood: Is the king of retail investors in the U.S. facing tragedy?Meta: The surge in Q4 Capex has seasonal disturbances (3Q24 call notes)Microsoft: AI only sees "spending money" and not "returning money"Meta: Completely becoming an "AI fanatic," can high growth withstand high investment?BYD: Stability is key, the big brother is still the big brother!