Direxion Daily TSLA Bull 2X Shares

Today’s Key News Recap

SSNGY

SPOT

TSLA

01880

OPEN

QCOM

SFTBY

9984

HOOD

DUOL

UBER

601888

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1105 ｜Dolphin Research Key Focus: 🐬 Macro/Industry 1. China has made adjustments to its tariff policy on the United States, announcing the suspension of the previously imposed 24% tariff rate on certain imported goods originating from the United States, while retaining the 10% additional tariff rate. The policy adjustment focuses on balancing trade costs and domestic demand, specifically covering a range of goods including machinery and electronic components. In the short term, the policy will alleviate market concerns about the 'escalation of the tariff war,' while in the long term, further adjustments to tariffs will need to be assessed based on the progress of Sino-US economic and trade negotiations...

Samsung Electronics 

Spotify

Tesla

CTG DUTY-FREE

Opendoor Tech

Taiwan Semiconductor

Qualcomm

SoftBank

SoftBank Group Corp.

Robinhood

Duolingo

Uber Tech

AppLovin

Unity Software

GraniteShares 2x Short TSLA Daily ETF

AXS TSLA Bear Daily ETF

Elon Musk reveals new information about Tesla AI5; CDF plans its first interim dividend | Today's Important News Recap

Google

OpenAI

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GOOG

GOOGL

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DOCS

GEMI

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07766

07366

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CART

OpenAI has been incredibly busy lately, dabbling in e-commerce, social media, and now launching a browser. Emmmm... it seems they've made enemies with half of the 'Seven Sisters.' Dolphin Research can hardly keep up with the trending topics every three days. Before the earnings report of $Alphabet(GOOGL.US), let's catch up on OpenAI's release of Atlas last week, an AI browser that claims to kick Chrome's butt. In fact, OpenAI's plan to launch an AI browser was leaked by Reuters back in July: OpenAI plans to launch an AI browser in the future...

Destiny Tech100

Alphabet - C

Alphabet

DeepSeek

Doximity

Gemini Space Station

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

XI2CSOPTSLA-U

XL2CSOPTSLA

XI2CSOPTSLA

GraniteShares 2x Long TSLA Daily ETF

Instacart（Maplebear）

Park Hotels & Resort

Google: My Fate is Determined by Myself, Not by OpenAI

Conference Minutes

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The following are the minutes of the FY25Q3 earnings call for $Tesla(TSLA.US) organized by Dolphin Research. For earnings interpretation, please refer to &#34;Tesla: Relying on the Stars and the Sea, It's Time to Pay for Faith Again.&#34; Summary of Tesla Minutes: 1. Automotive Business: Existing capacity will reach an annualized production rate of 3 million units within 24 months (possibly sooner), with the core increment coming from the Cybercab model, which will be launched in the second quarter of 2026. This model is optimized for full autonomous driving, with no steering wheel or pedals, focusing on minimizing operational costs. On the demand side, no additional stimulus is needed...

SIASUN

Optec International, Inc.

Ostin Tech

908 Devices

Tesla (3Q25 Minutes): The release and mass production of Optimus 3 have been delayed to 2026.

Financial Analysis

$Tesla(TSLA.US) released its Q3 2025 earnings report after the U.S. stock market closed on October 23rd, Beijing time. In summary, the third-quarter performance was decent, but Tesla is inherently a stock priced for the future, especially at the current relatively high price of $439. However, Tesla's guidance on several key business expectations is not optimistic. Here are the core details: 1. Total revenue performed well: This quarter's total revenue was $28.1 billion, exceeding the market expectation of $27.2 billion. Revenue from energy storage and service businesses both increased quarter-on-quarter, while the most critical car sales revenue...

Paymentus

ING Groep

Tesla: Relying on the Stars and the Sea, It's Time to Pay for Faith Again

Tesla Quick Interpretation: Overall, regarding Tesla's third-quarter performance, the results are fairly decent. Both total revenue and total gross profit exceeded market expectations. However, net profit slightly fell short of expectations due to increased expenses.From the perspective of the automotive business, which is the market's primary concern, Tesla's third-quarter vehicle sales revenue surpassed expectations. The core reason is that the market anticipated a quarter-on-quarter decline in Tesla's vehicle sales revenue, but the actual performance showed that the average selling price remained stable compared to the previous quarter.Dolphin Research believes this is mainly due to Tesla raising the prices of Model S/X in the United States and launching the higher-priced Model L version in China, offsetting the discounts on inventory Model 3/Y vehicles and loan discount offers in various regions.Regarding the most critical vehicle gross margin (excluding carbon credits), this quarter's vehicle gross margin improved quarter-on-quarter, aligning with market expectations. The quarter-on-quarter improvement in vehicle gross margin (excluding carbon credits) is attributed to the quarter-on-quarter increase in delivery volume, which released scale effects and reduced fixed per-unit amortized costs. However, Tesla was still affected by over $400 million in tariffs this quarter, increasing the variable cost per vehicle. Ultimately, the automotive business gross margin was generally in line with expectations.Since the second-quarter report, Tesla's stock price has reached a high of 439, which already reflects relatively full expectations for AI business and the upcoming mass production of Optimus. Therefore, compared to the third-quarter performance, the market is more concerned about the progress of Tesla's anticipated business.In this earnings call, it was confirmed that the reduced configuration version of Model 3/Y has replaced the plan for the low-cost Model 2.5. Instead, Tesla is more focused on the mass production of the autonomous Cybercab (expected to start mass production in Q2 next year). Due to the U.S. IRA subsidies phasing out in the fourth quarter, U.S. demand will face significant pressure. Without the support of Model 2.5, the fundamentals of vehicle sales in the fourth quarter are expected to continue deteriorating.Additionally, the release and mass production plan for the Optimus 3.0 prototype has been further delayed (Optimus P3 prototype release in Q1 2026, with mass production planning starting at the end of 2026), undoubtedly pouring cold water on the anticipated business. $Tesla(TSLA.US)

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1022 | Dolphin Research Focus: 🐬 Macro/Industry 1. Recently, gold prices have experienced a significant decline. The French presidential office issued a joint statement with several European countries supporting the U.S. proposal for an immediate ceasefire between Russia and Ukraine. The Ukrainian president also indicated that the conflict is nearing an end, breaking the market's expectation of a prolonged geopolitical conflict. Coupled with recent mild tariff signals, risk aversion sentiment has cooled. Previously, gold prices had been rising continuously and were at a high level. When negative news emerged, the technical adjustment demand was activated, and long positions took profits and exited, leading to a drop in gold prices. 🐬 Individual Stocks 1. $LAOPU GOLD(06181.HK) Lao Pu Gold announced...

Coca Cola

POP MART

Netflix

Apple

LAOPU GOLD

GraniteShares 2x Long AAPL Daily ETF

Direxion Daily AAPL Bear 1x Shares

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T-Rex 2X Long Apple Daily Target ETF

POP MART HK SDR 20to1

OpenAI showcases 'AI Browser' aiming at Chrome; Laopu Gold plans discounted share placement for financing | Today's Important News Recap

KPOP

BASE

GAME

AMZN

AMZU

User engagement is good, and ad sales hit a record high.

KPOP and Korean ENT ETF

Viant Tech

Couchbase

GameSquare

Amazon

Direxion Daily AMZN Bull 2X Shares

Pro Ultr R Est

Ameriprise Financial

Netflix (Minutes): Programmatic advertising will be an important source of revenue in the future

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0218 ｜Dolphin Research focuses on: 🐬 Individual stocks 1、$Tesla(TSLA.US) At 12 PM Beijing time, Musk's artificial intelligence startup xAI released the latest AI chatbot Grok 3. Previously, Musk had stated on social media that Grok 3 is &#34;the smartest artificial intelligence on Earth,&#34; and claimed that the product's reasoning capabilities would surpass other leading AI models, including ChatGPT and DeepSeek. According to the performance test indicators released, it indeed performs well...

XIAOMI-W

XIAOMI-WR

Xiaomi HK SDR 2to1

Xiaomi Corporation

Baidu

BIDU-SWR

BIDU-SW

Grok 3 is here! Is it really "the smartest AI on Earth"?; Xiaomi YU7 welcomes new developments | Today's important news recap

0205 Dolphin's Key Focus: 🐬 Macro/Industry 1. China's January Caixin Services PMI is 51, down 1.2 points from last month, the lowest since October 2024, but still maintains expansion. The previously released January Caixin China Manufacturing PMI fell 0.4 points to 50.1, also the lowest in nearly four months. Both industries are experiencing a decline in prosperity. 🐬 Individual Stocks 1. $Tesla(TSLA.US) On the first working day of the Year of the Snake, &#34;0 interest car purchase&#34; has become a hot keyword...

Google and AMD's earnings reports disappoint, Tesla kicks off the new year's price war | Today's important news review

&#34;The Musk Premium&#34;has also reached a historical peak

Tesla：AI Ambitions Clash VS Automotive Fundamentals

Nvidia CEO Jensen Huang expresses skepticism about Musk's 'TeraFab' chip factory plan, citing extreme technical difficulty

Tesla and Others Showcase Advanced Tech at CIIE

Tesla plans to start production of its dedicated robotaxi, the Cybercab, in April 2026

Tesla plans to unveil the second-generation Roadster on April 1, 2026

Tesla Offers 1-Year Free Insurance for New Model Y Owners in the Philippines

Spouse of Congresswoman Lisa C. McClain Purchases Tesla Stocks

Tesla's Model Y Performance to Enter Canadian Market in Q1 2026

Tesla's market value evaporated by $545 billion overnight

Decker Retirement Planning Inc. significantly reduces Tesla holdings

Musk admits to "significant mistake" in 4680 battery dry electrode process

Analysis report shows a decline in Tesla's global sales for October 2025

U.S. Regulators Launch Probe into Tesla's Full Self-Driving Feature

Tesla's Model Y Long Range Rear-Wheel Drive Version Now Available for Sale

Tesla's Plan to Invest in xAI Rejected by Shareholders

Competitor Daimler Truck announces Q3 results, showing weakness in the North American market

Cathie Wood's ARK Invest Sold a Large Amount of Tesla Stock on November 7

Tesla Announces Significant Production Increase Goals and Approaches Full Self-Driving

The General Office of the State Council of China issued a document focusing on cultivating and opening up key areas in five aspects

Wedbush Maintains Tesla's Target Price at $600 Per Share

Tesla Investors Approve Musk's $100 Billion Pay Plan

Motorsport Gaming US

Bio-Key

Gulf Island Fabrication

WINTERGREEN ACQUISITION CORP. COM USD0.0001(S/R)

Organogenesis

Rubico

Check Cap

Globus Medical Inc 

Eastman Kodak

Femasys