
$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...
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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$NVIDIA(NVDA.US)$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.
Fun, let's have some fun$Alphabet(GOOGL.US)


