Without the high-growth violent aesthetics, is Applovin still appealing?Unity (Minutes): Its unique runtime data possesses monetisation growth value.Unity: Patience is key, the metamorphosis is underwayShopify (Minutes): Optimistic about the enterprise market + AI development in e-commerceShopify: Imperfection is Unacceptable, the Original Sin of High Valuation?Elon Musk reveals new information about Tesla AI5; CDF plans its first interim dividend | Today's Important News RecapRivian (3Q25 Minutes): Still Confident in Achieving the Goal of Halving R2 CostsAMD (Minutes): No new orders disclosed, MI450 focuses on rack-level solutionsRivian: Narrowing Losses, R2 Mass Production Imminent, Is Rivian's Dawn Approaching?Uber (Minutes): Deliberately slowing profit margin growth, AV will not be profitable for a long timeAMD: 'Tied to' Open AI? Not a 'Backup' LifesaverUber: Performance is flawless, but scared by Robotaxi again?Spotify (Minutes): Currently focusing on further activating the user ecosystemCan Spotify's new price hike cycle take off again?U.S. gov. shutdown to trigger a 'dollar shortage'?AWS & OpenAI Ink Computing Agreement; Ele.me Starts Name Change｜Today's Important News RecapPalantir (Minutes): Customers are no longer satisfied with a single scenario but rather with a system restructuring.Palantir: Expensive Valuation is Biting Back!Has China Duty Free finally "bottomed out"?All become 'money-eating beasts'! Can the giants of the US stock market still take the lead?Reddit (Minutes): There are still user penetration opportunities among specific groups in North America