Airbnb: Is it truly climbing out of the trough, or is it just a 'last-ditch effort'?Duolingo (Minutes): Many future opportunities, actively focusing on DAU expansionDuolingo: Weak Guidance + Uncertainty of Short-term Changes, Green Bird Falls from High Valuation PedestalARM (Minutes): All new computing power is based on Arm architectureARM: With SoftBank as a backer, a 'hot commodity' in the AI chain?Robinhood (Minutes): Not only to trade, but also to be the 'origin' of trading ideasXPeng humanoid robot's catwalk amazed the audience; Moutai announced repurchase + dividend｜Today's Important News ReviewRobinhood: Quadruple in a Year, Is the King of U.S. Retail Investors Really That Impressive?Applovin (Minutes): Currently, the week-over-week growth rate of new user spending on the self-service advertising platform has reached 50%Qualcomm (Minutes): Details and performance metrics of AI chips will be announced early next year.Qualcomm: Shedding the 'Mobile Stock' Label, Is AI Computing Power the 'New Hope'?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' Lifesaver