Dolphin Research insights
NFLX: From Internet Darling to Pariah?
Dolphin Research·
AI Compute: From Feast to Leftovers?
Dolphin Research·
Asia-Pac markets tumble; Tencent launches SkillPay, an Agent paid‑skill monetization platform | Daily News RecapNFLX (Trans): Live streams cut avg. watch time/user, but deliver stronger monetizationNFLX: From Internet Darling to Pariah?NFLX 2Q26 First Take: Results were lukewarm against modest expectations, with revenue in line with guidance and growth c…TSM (Trans): FY growth 40%+; capex hike remains prudent.No 'blowout'; just 'ok.' Can TSM still carry the AI narrative?TSMC 26Q2 First Take: with the AI market in need of a confidence boost, this print is unlikely to satisfy. As the compan…ASML Trans: Memory sales up 75%+, DRAM migrating to advanced nodesASML: AI Frenzy, Picks-and-Shovels On Fire?ASML posts strong Q2; Tencent Yuanbao links to JD shopping | Daily News RecapASML First Take: A solid print, with revenue and GPM beating estimates. Growth re-accelerated, driven by pull-ins from T…AI Compute: From Feast to Leftovers?TSM: Strong as expected; SK hynix tumbles pre-mkt after listing frenzy | Daily News RecapExcess subleasing vs. aggressive buildouts: Is META's 'split personality' a blatant open play?SK hynix Heads to the U.S. Seeking a Fair Valuation?Tencent to outbid META for Manus; SK Hynix to ring the Nasdaq bell tonight | Daily News RecapCXMT IPO lifts chip sector; SK hynix US IPO 7x oversubscribed | Daily News RecapSpaceX: Space Compute — Musk's new hype or real future?BABA up on earnings preview; Xiaomi teases new range-extended SUV｜Daily News RecapSince the open, Alibaba rallied sharply. Beyond a broad rebound in HK stocks, the main catalyst was Alibaba's freshly re…