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Robinhood

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On November 6th, the American influencer retail brokerage stock $Robinhood(HOOD.US) released its earnings report before the U.S. stock market opened. After a nearly 300% surge over three quarters, the market's expectations were high. Can the actual results meet the capital market's enthusiastic expectations? Let's take a closer look: 1. Total revenue was $1.27 billion, up 100% year-on-year and 29% quarter-on-quarter; it slightly exceeded Bloomberg's consensus estimate of $1.21 billion. However, since the company had already announced impressive operational data for September on September 29th, the real buy-side expectations have been elevated since then...

Charles Schwab

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GraniteShares 2x Long COIN Daily ETF

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Trump Media & Tech - CW28

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Robinhood: Quadruple in a Year, Is the King of U.S. Retail Investors Really That Impressive?

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Successfully climbed out of the second quarter loss mire

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Rivian: Narrowing Losses, R2 Mass Production Imminent, Is Rivian's Dawn Approaching?

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$OpenAI(OpenAI.NA) has been extremely busy recently, sometimes engaging in e-commerce, sometimes in social media, and now launching a browser (Dolphin Research's commentary). Emmmm... it seems like half of the Seven Sisters have become rivals. A trending topic every three days, Dolphin Research can hardly keep up. On the surface, OpenAI is thriving, poised to become the next star to reshape humanity's trajectory. But behind the star's glow, Dolphin Research can already sense OpenAI's anxiety. The greater the responsibility, the greater the pressure. Starting from 2026, OpenAI's commercialization capabilities will no longer be just the demands of the initial investors...

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Destiny Tech100

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All in the same boat, is OpenAI a divine pearl or a demonic pill?

Today’s Key News Recap

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1020 ｜Dolphin Research Key Focus: 🐬 Macro/Industry 1. In the latest interview, Trump continued to release signals of easing and hinted that the door is still open. Additionally, according to media reports, the Trump administration is quietly relaxing several tariff policies. This statement temporarily alleviated market concerns about the escalation of trade friction and is expected to boost risk asset sentiment. However, caution is needed regarding the repetitiveness of his strategy, and subsequent developments need to be observed for detailed implementation and continuity of execution. 2. Data released by the National Bureau of Statistics shows that the domestic gross domestic product for the first three quarters of 2025 was 101.5 trillion yuan, calculated at constant prices...

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GraniteShares 2x Long NVDA Daily ETF

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YieldMax NVDA Option Income Strategy ETF

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CATL HK SDR 30to1

Nvidia's Blackwell chip is about to be mass-produced in the United States; tariff easing signals continue to be released | Today's important news review

Strategy Report

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Originally, in the mid-September Madrid negotiations, the U.S.-China talks resolved the long-standing major conflict over TikTok. However, Trump's emotional essay on a 100% tariff seemed to have set back the bilateral relations overnight. But following Trump's press inquiries, Vance's statements, and press conferences from China's Ministry of Commerce, the TACO transaction became almost a consensus expectation. In this article, Dolphin Research will elaborate more on how this TACO transaction differs from previous ones and what other insights can be drawn besides TACO. 1. This TACO...

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Trump 'Breaks Defense': Not Just TACO, Will There Be a Revaluation of Chinese Assets?

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1013 | Dolphin Research Focus: 🐬 Macro/Industry 1. Trump announced on the evening of the 10th that he plans to impose an additional 100% tariff on all Chinese goods starting November 1st and initiate 'critical software' export controls. In response, China will charge a 'special port fee' on American-made ships starting October 14th. Risk aversion sentiment has driven gold prices up, while U.S. stock futures rebounded during the Asian session on Monday, indicating that the market is betting on 'extreme pressure' as a bargaining chip before negotiations. Hong Kong stocks also rebounded in the afternoon. 🐬 Stocks 1. $XIAOMI-W(01810.HK) Chengdu traffic police report...

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Tariff War Sees Tense Tug-of-War; Xiaomi EV Catches Fire Again｜Today's Important News Review

Hello everyone, I am Dolphin Research! In the previous 'Strategy Weekly Report,' Dolphin Research mentioned that Trump's 'One Big Beautiful Bill' and the subsequent change in the Fed Chairman have basically confirmed the prospect of dual easing policies of loose fiscal and loose monetary policy for next year. Coupled with the generally smooth progress of global trade tariffs, the U.S. stock market has already begun to celebrate the great prospects for next year in advance. However, as U.S. stocks hover at high levels, there are three challenges to face in the second half of this year—fundamentals, Federal Reserve interest rate cuts, and the pace of U.S. debt issuance. This week, Dolphin Research will focus on these three points to look at the latest developments: 1. Fundamentals: Overpricing saturation...

Rising Performance, Flat Prices: U.S. Equities—Risk or Chance?

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0508 | Dolphin Research focus: 🐬 Macro/Industry 1. US President Trump officially announced that he plans to hold a press conference on Thursday (10 PM Beijing time tonight) to discuss &#34;a major trade agreement reached with representatives of a highly respected major country&#34;. No details have been provided about which country or the specifics of the agreement, but it is most likely the UK. Gold fell slightly on the negative news, but US stock futures rebounded sharply, while Hong Kong and A-shares closed steadily higher today. 2. Foreign media reports suggest that the Trump administration plans to cancel the Biden-era restrictions on AI chips, which were originally scheduled to take effect on May 15...

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Trump warned of possible turmoil tonight? Google got backstabbed by Apple｜Today's important news recap

Hello everyone, I am Dolphin Research! After the grand performance of Trump, who wielded the big stick, he first introduced a 90-day pause, and then suddenly, as if he had &#34;switched souls,&#34; he began to frequently show goodwill towards countries including China. The market originally expected the average tax rate to be around 20%, but now it seems that after Trump's moderation, the final tariff rate might only be between 5-10%. In this situation, the market has shifted from Risk-off mode back to Risk-on mode, but after this wave of miraculous operations by the Trump administration, the U.S. stock market will laugh off past grievances...

Trump backed down, can the US stock replay "KTV" mode?

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0423 | Dolphin Research focuses on: 🐬 Macro/Industry 1. Recently, the White House is gradually approaching agreements with multiple countries to avoid large-scale U.S. tariffs. In the most critical U.S.-China standoff, Trump also gave a speech, admitting that tariffs on Chinese exports are too high, and the rates are expected to be significantly reduced. Last night, the U.S. stock market saw a major reversal in style, with the three major indices collectively closing higher, driving today's Hong Kong stocks to perform equally well, while gold prices quickly plunged from highs. Although Trump's tone has softened, follow-up negotiations still cannot rule out the possibility of prolonged tug-of-war, and continuous tracking and attention are still required...

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The trend of high tariffs has changed, Hong Kong stocks staged a strong rebound | Today's important news recap