
$Taiwan Semiconductor(TSM.US) Google is holding up well. The market is clearly doubting NVDA's uniqueness. Half of the top models (Gemini, Claude) can run on TPUs. So the scarcity of NVDA might be loo...
Good grief, META has me confused again. The metaverse is still a work in progress, and now they’re pushing AI. Ads have recovered a bit, but Apple’s privacy policies are still a major pain, and cost p...
1121 | Dolphin Research Focus: 🐬 Macro/Industry 1. Last night's non-farm payroll data was released, presenting a 'split' scenario. On one hand, the number of jobs grew beyond expectations, while on t...
$Alphabet(GOOGL.US)$Alphabet - C(GOOG.US)Google’s unreleased image generation model, Nano Banana2, has drawn attention due to an API leak. The leaked content reveals that the model can generate highly...
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Single Choice
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$NVIDIA(NVDA.US)$Alphabet(GOOGL.US) started to skid. It shows that the market risk hasn't been eliminated. It's a bit bumpy, so I held on firmly.

