
The recent volatility has been significant. Adjust the position to stocks with more concentrated certainty.$Alphabet(GOOGL.US)$Taiwan Semiconductor(TSM.US)$NVIDIA(NVDA.US)$PDD(PDD.US)
$Alphabet(GOOGL.US)$Alphabet - C(GOOG.US)Google has launched Ironwood, its seventh-generation TPU, designed to go head-to-head with NVDA. It is four times faster than the previous version and links ov...
ARM (ARM.O) released its financial report for the second quarter of fiscal year 2026 (ending September 2025) after the U.S. stock market closed on the morning of November 6, 2025, Beijing time. Key po...
$NVIDIA(NVDA.US) 2025 is hailed as the “Year of AI,” with global capital and tech giants doubling down on artificial intelligence. Nvidia, as the leading player, saw its market cap soar past $5 trilli...
Uber (Minutes): Deliberately slowing profit margin growth, AV will not be profitable for a long time
The following are the FY25Q3 earnings call minutes compiled by Dolphin Research. For earnings interpretation, please refer to "Uber: Performance is Fine, but Scared by Robotaxi Again?" 1. Review of Co...



