Nobody is talking about this
Base Group is the lead investor in a South Korean aluminum company with an open dispute against Trump's Commerce Department since 2023Base Group and the Trump family go back further than thatThey have also sold Trump-branded wine in South Korea for nearly a decadeIn 2025, Base Group paid Trump's private company $2,000,000Months later, Eric Trump flew to their Seoul headquarters and called them a "loyal partner"That case is still active, so we'll be watching closelyThe White House says there are no conflicts of interest
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COIN (Trans): Confident a bill will be enacted by late summer
Below is Dolphin Research's compiled Trans of $Coinbase(COIN.US) FY26 Q1 earnings call.
For the earnings analysis, please see 'Coinbase: After a long drought, awaiting policy rain'.1) Earnings highlights recap. Shareholder returns: repurchased approx. 6 mn shares in Q1, spending $1.1 bn. Cumulative buybacks have offset about 90% of dilution from employee equity grants since Q4 2024.The 2026 convertible notes ($1.3 bn) mature on Jun 1. If the conversion price is not triggered, the company plans to repay in cash...
CoinbaseConference Minutes - D
COIN: Long Dry Spell, Awaiting Timely Policy Tailwinds
$Coinbase(COIN.US) reported Q1 results, and most of the pullback was largely as anticipated. The quarter played out against a backdrop of the CLARIFY bill stalling and Middle East tensions lifting oil and even reviving rate-hike expectations, both negatives for risk assets.
However, crypto-exposed stocks moved ahead of fundamentals; as geopolitical tensions eased in Apr, digital assets staged a rebound. Versus last quarter’s earnings day, BTC climbed from $67k to $80k, and Coinbase’s valuation rose from $38.5bn to $50bn...
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CoinbaseFinancial Analysis - L
Circle Arc 和 ETH
During Circle's earnings call, the progress of its self-built mainnet Arc was mentioned. Some investors asked if this would pose a challenge to ETH. Let me share my view: Arc's essence is an "enterprise-grade compliant intranet." Through its underlying KYC/AML mechanisms, it creates a clean "sterile room," encouraging traditional financial capital to enter. However, as a permissioned chain, Arc does not yet possess the vast, freely composable DeFi ecosystem and liquidity depth found on the Ethereum mainnet in the short term. This means that no matter how USDC circulates on Arc...
ETH相关分析 - N
Bearish in the short term with trump's tariffs and the whole Greenland saga... watching Netflix to maybe beat expectations and solidify its support line
Featured🔥 U.S. & Global Market Watch | Jan 20, 2026: Safe Havens Soar as Trade Tensions Explode 🔥
👋 Hey brilliant investors — buckle up. Global markets are caught between escalating trade wars and a relentless AI-driven tech narrative. Here’s your breakdown for a volatile Tuesday.
- T
Watch out below!
Featured🔥 U.S. & Global Market Watch | Jan 20, 2026: Safe Havens Soar as Trade Tensions Explode 🔥
👋 Hey brilliant investors — buckle up. Global markets are caught between escalating trade wars and a relentless AI-driven tech narrative. Here’s your breakdown for a volatile Tuesday.
- H
Looks like precious metals are extending their rally with the fear and uncertainties around. Stay safe everyone!
Featured🔥 U.S. & Global Market Watch | Jan 20, 2026: Safe Havens Soar as Trade Tensions Explode 🔥
👋 Hey brilliant investors — buckle up. Global markets are caught between escalating trade wars and a relentless AI-driven tech narrative. Here’s your breakdown for a volatile Tuesday.
- Y
Anyone noticing that the AI, cloud memory, chips & generally the next IT, web & online industries are doing their own development & progress while the politicians and government administrators are also going their own way, thinking they can affect the big market economy but are actually trying to catch up?
Featured🔥 U.S. & Global Market Watch | Jan 20, 2026: Safe Havens Soar as Trade Tensions Explode 🔥
👋 Hey brilliant investors — buckle up. Global markets are caught between escalating trade wars and a relentless AI-driven tech narrative. Here’s your breakdown for a volatile Tuesday.
- M
PolarDB breaking performance records is cool. But the cloud price war is brutal. Can they grow profitably? That's the billion-dollar question🧐
Featured🔥 U.S. & Global Market Watch | Jan 20, 2026: Safe Havens Soar as Trade Tensions Explode 🔥
👋 Hey brilliant investors — buckle up. Global markets are caught between escalating trade wars and a relentless AI-driven tech narrative. Here’s your breakdown for a volatile Tuesday.
- B
Micron's warning is critical. Memory is the oil of the AI era. A multi-year shortage means pricing power and capex cycles are just beginning.
Featured🔥 U.S. & Global Market Watch | Jan 20, 2026: Safe Havens Soar as Trade Tensions Explode 🔥
👋 Hey brilliant investors — buckle up. Global markets are caught between escalating trade wars and a relentless AI-driven tech narrative. Here’s your breakdown for a volatile Tuesday.
- Y
interesting read!
Featured🔥 U.S. & Global Market Watch | Jan 20, 2026: Safe Havens Soar as Trade Tensions Explode 🔥
👋 Hey brilliant investors — buckle up. Global markets are caught between escalating trade wars and a relentless AI-driven tech narrative. Here’s your breakdown for a volatile Tuesday.
- T
Gold, as a high-quality safe-haven asset, is definitely safe and effective.
Featured🔥 U.S. & Global Market Watch | Jan 20, 2026: Safe Havens Soar as Trade Tensions Explode 🔥
👋 Hey brilliant investors — buckle up. Global markets are caught between escalating trade wars and a relentless AI-driven tech narrative. Here’s your breakdown for a volatile Tuesday.
- M
Ignore the tariffs, ignore the noise, ignore Trump!
Featured🔥 U.S. & Global Market Watch | Jan 20, 2026: Safe Havens Soar as Trade Tensions Explode 🔥
👋 Hey brilliant investors — buckle up. Global markets are caught between escalating trade wars and a relentless AI-driven tech narrative. Here’s your breakdown for a volatile Tuesday.
- G
Ignore the tariffs, ignore the noise, ignore Trump!
Featured🔥 U.S. & Global Market Watch | Jan 20, 2026: Safe Havens Soar as Trade Tensions Explode 🔥
👋 Hey brilliant investors — buckle up. Global markets are caught between escalating trade wars and a relentless AI-driven tech narrative. Here’s your breakdown for a volatile Tuesday.
- I
Ignore the tariffs, ignore the noise, ignore Trump!
Featured🔥 U.S. & Global Market Watch | Jan 20, 2026: Safe Havens Soar as Trade Tensions Explode 🔥
👋 Hey brilliant investors — buckle up. Global markets are caught between escalating trade wars and a relentless AI-driven tech narrative. Here’s your breakdown for a volatile Tuesday.
- J
Ignore the tariffs, ignore the noise, ignore Trump!
Featured🔥 U.S. & Global Market Watch | Jan 20, 2026: Safe Havens Soar as Trade Tensions Explode 🔥
👋 Hey brilliant investors — buckle up. Global markets are caught between escalating trade wars and a relentless AI-driven tech narrative. Here’s your breakdown for a volatile Tuesday.
- S
$Oracle(ORCL.US) at bottom of wedge base. A close over 188ish-189 and then maybe I have something. The big overhead ER gap won't be easy. This name has an ATR over 11 so have to give a little room but I will inch up my stop no green to red fairly quick if I get the chance. The more I type it makes me look a little harder at this and I would say it is more of a b setup yet clear risk. Hmm Probably will inch up the stop sooner than I had thought. I am a good trader but not a perfect trader. I post both wins and losses. I am also publicly second guessing myself right here. 😕no noise once I take a trade even noise from my own head.
Source: Sunrise Trader
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Netflix (Minutes): Programmatic advertising will be an important source of revenue in the future
User engagement is good, and ad sales hit a record high.
NetflixConference Minutes - D
ASML (Minutes): Maintain 2030 target, next year's expectations will be updated in the next quarter
The following are the Minutes of ASML's Q3 2025 earnings call. For an interpretation of the financial report, please refer to "ASML: AI Capex Adds Buff, The Worst Period is Over!" 1. $ASML(ASML.US) Review of Core Financial Information 1. Shareholder Returns Dividends: The first interim dividend for 2025 has been paid, at EUR 1.60 per share. The second interim dividend, also EUR 1.60 per share, will be paid (Payment Date: November 6, 2025). Stock Repurchase: Approximately EUR 148 million worth of shares were repurchased in the third quarter...
ASMLConference Minutes
