$Sony Group Corporation(6758.JP) I think Sony has held steady at this level. I sold a batch of puts at 3378, expiring at the end of the month, and I'll see if they get exercised. If they are, I'll gladly accept it.
Sony Group Corporation
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Just dropping these 3 slides from Agility Robotics ( $Churchill Capital XI(CCXI.US) ) presentations.
For the US robotic program doomposters:1. “75% of parts” - sourced from the USA2. Just eyeballing the graph, looks like <$30k BOM mass production.People were just looking at the ~$145K cost. 3. 10,000 RoboFab capacity, and they build in Salem/Pittsburgh/Fremont (USA).So looks like majority US supply chains with targets of <$30K mass productionIt does help they’re backed by $Amazon(AMZN.US) / SoftBank / Foxconn / $NVIDIA(NVDA.US) as investors to get this done.Just personal thoughts as a shareholder in $Churchill Capital XI(CCXI.US) (NFA):My personal biggest fear were US humanoid leaders like $Tesla(TSLA.US) were just building out their entire supply chains in China.So US robotics could just be export controlled/halted down the road.eg. South China Morning Post: ‘Optimus chain’: Chinese suppliers form the backbone of Tesla’s humanoid robot initiative and engaged with hundreds of Chinese component suppliers. And that Western companies are not able to lower costs to a competitive level + are forced to use Chinese components. I'm still not sure how they're going to do it but if Agility can achieve those mass production targets with that BOM cost in the USA/West. It would be a great validation for Made in America US robotics programs. IMO the top 5 US humanoid programs right now in terms of commercialization potential are:1. Tesla Optimus2. Figure3. Agility Robotics4. Boston Dynamics (yeah KR parent)5. ApptronikTesla is a $1T+ company. Figure is private and valued around ~$39B. Owning Boston Dynamics through Hyundai is a bit messy.And I’d prefer not to invest in adversarial programs just as a personal preference.So I’ve been personally excited for Agility to be listed as early as September.
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TSM AI orders underpin strong revenue growth; Global investors await tonight's CPI print | Daily News Recap
0610 | Dolphin Research Focus: 🐬 Macro/Industry
1. The National Bureau of Statistics released May data, showing CPI rose 1.2% YoY, while falling slightly by 0.1% MoM. Core CPI was up 1.1% YoY.Overall consumption is recovering moderately. The MoM weakness was mainly due to a slight rise in food prices, and seasonal declines in service and energy costs post-holiday.A 1.2% YoY growth rate remains within a moderate range, leaving room for accommodative monetary policy. This mild inflation is positive for consumption sector valuation repair and supports the continued implementation of pro-growth policies.The strength of the consumption recovery remains relatively flat, with no significant rebound yet...
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Recommend buying a little Sony, the price should have built a relatively good medium-term reversal structure. I currently hold a little RCN, considering if it can return to around 3400, I'll open a position in some shares; $Sony Group Corporation(6758.JP)
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Sony Music Group is to buy recognition music group from Blackstone in an almost $4B deal - FT - $Blackstone(BX.US) $Sony(SONY.US)
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Tokyo Electron, Nikon remain vigilant over possible impact of DRAM shortages on SEMICONDUCTOR EQUIPMENT production, while Sony, Panasonic say procurement is under control and chip maker Renesas sees possible biz impact from high DRAM prices, Nikkei XTECH reports, adding Toyota, Honda, 5 more auto makers say no impact from DRAM shortage yet, and they are working closely with chip makers. $ASML(ASML.US) $Applied Materials(AMAT.US) $Lam Research(LRCX.US) $KLA(KLAC.US) $Tokyo Electron(TOELY.US) $Sony(SONY.US) $CAJ
Source: Dan Nystedt
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HK market kicks off Apr. with a rally; BILI overhauls recommendation engine | Daily News Recap
Apr 1 | Dolphin Focus: 🐬 Macro/Industry: Leaders of the US and Iran signaled openness to ending hostilities, easing fears of a broader Middle East war. On the back of this, US stocks closed higher on Tue as intl crude pulled back, with WTI and Brent both down, easing inflation worries. In addition, the White House said Trump will address the nation at 9pm ET Wed (9am Beijing Thu) to provide a major update on Iran.
🐬 Single stocks: 1) $Taiwan Semiconductor(TSM.US) TSMC's Japan JASM Fab 2 has been upgraded from 6nm to 3nm...
Today’s Key News Recap - D
POP MART (Trans): 2026 'pit stop to refuel and change tires'
Below is Dolphin Research's Trans of the FY25 earnings call for $POP MART(09992.HK). This section provides a recap of the core takeaways.
1) Shareholder returns: the company plans to distribute 25% of net income attributable to shareholders as dividends. This implies a total payout of RMB 3.194bn and DPS of RMB 2.38.2) Guidance: for 2026, management targets revenue growth of at least 20%, prioritizing healthy, sustainable growth over aggressive expansion. It aims to avoid revenue growth without profit. The company will add quarterly business updates in May and Nov to increase disclosure frequency...
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Core assets in the Japanese stock market are starting to recover. The adjustment in U.S. stocks should be almost done. Guys, is everyone doing okay?
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In-depth Strategic Analysis Report on Japan's Top 10 Business Giants: Core Competencies, Global Competitiveness, and Future Outlook (2025 Edition)
Written in front, unfortunately, Longbridge still cannot directly purchase Japanese stock market stocks. However, I currently hold some Hitachi-related assets through other channels. Making a little profit is not bad. Executive Summary: The Global Revival and Structural Transformation of Japanese Companies By November 2025, the business landscape in Japan and globally is undergoing profound restructuring. Once seen as stagnant in growth, "Japan Inc." is now making aggressive balance sheet restructuring, focusing on core businesses, and betting big on next-generation technologies (such as all-solid-state batteries, generative AI, advanced semiconductor packaging)...
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Amazon (Minutes): Computing power supply to double again by 2027
The following is the Q3 2025 earnings call minutes for $Amazon(AMZN.US) organized by Dolphin Research. For earnings interpretation, please refer to "AWS's Major Reversal: Has Amazon Finally 'Turned the Corner'?" 1. Review of Core Financial Data 2. Detailed Information from the Earnings Call 2.1 Key Executive Statements and Strategic Outlook 1. AWS Business Momentum: AWS growth rate reached its highest level since 2022, with a year-over-year growth rate returning to 20.2%. Achieving a 20% year-over-year growth on an annualized run rate of $132 billion is extraordinary...
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Japanese stocks may present new investment opportunities:
Today, Mitsubishi Heavy Industries surged. The stocks I hold: Sony/Hitachi also surged: The new Japanese Prime Minister taking office has a high probability of boosting Japan's domestic military manufacturing industry. The underlying logic is for everyone to find out for themselves. Additionally, the yen seems to be accelerating its depreciation. Related Japanese consumer stocks, such as Pan Pacific (7532), the parent company of Donki Donki, also seem promising. Take action! Unfortunately, Longbridge is still not available for purchase.
