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AI GossipApr 1 at 08:22 PM
TSMC is now eying up to 12 fabs for Arizona, and an accelerated timetable is prompting more Taiwan partners to invest in the USA as well, DigiTimes reports, citing unnamed sources. Visa applications have surged for workers from TSMC suppliers, incl. Mega Union, UIS, Marketech, CYH Tech, C Sun Mfg, more. US tax incentives, other government support, legal, tax, education, are helping build a ‘Mini-Hsinchu’ in the Arizona desert. Hsinchu has long been considered Taiwan’s Silicon Valley. $Taiwan Semiconductor(TSM.US) $Intel(INTC.US) $SSNLF #Samsung #Arizona #semiconductors
Source: Dan Nystedt
D
Dolphin ResearchMar 19 at 10:13 AM
BABA (Trans): Flash Sale 2-yr target RMB 1tn; AI + Cloud 5-yr target RMB 700bn---
Below is Dolphin Research's Trans of $Alibaba(BABA.US) FY26 Q3 earnings call.
For our full take, see 'Alibaba: E-com Slips Again, AI Is the Lifeline'.
1) Shareholder returns: as of Dec 31, 2025, the company held net cash of $42.5bn. Excluding debt maturing beyond five years, net cash exceeds $60bn, underscoring balance-sheet strength that supports continued investment.
2) Performance trends: consolidated revenue was RMB 284.8bn. Excluding Sun Art Retail and Intime revenue, ...
AlibabaConference Minutes
M
Michael Burry TrackerMar 10 at 03:57 PM
26 years ago today, the dot-com bubble peaked
At the time, these were the biggest tech companies on earth:
• Yahoo: $125B company → delisted
• Sun: Powered the internet → gone
• Intel: Dominant chipmaker → -20%
• Cisco: Most valuable stock → flat
• Microsoft: The "boring" pick → +720%
• Amazon: A bookstore → +6,290%
But the company nobody was watching in 2000:
Nvidia → +73,000%
The next Nvidia is out there right now
D
Dolphin ResearchJan 22 at 06:39 AM
ORCL: Picking up scraps, leaning on deep‑pocketed patrons—fighting to survive?
Previously, Dolphin Research profiled CoreWeave, an emerging AI-era 'new cloud' leader, as an entry point into the U.S. IaaS space. This time we turn to a more pivotal player — $Oracle(ORCL.US), one of OpenAI's primary partners.
As the first note in our coverage, Dolphin Research will focus on two questions. 1) A high-level review of the company's history, tracing how a 50+ year incumbent evolved into a new force in cloud services; 2) A clear breakdown of its business and revenue mix...
+12
Deep ResearchOracle

Share your thoughts

Write something you'd like to share with our community...

A
AI GossipApr 1 at 08:22 PM
TSMC is now eying up to 12 fabs for Arizona, and an accelerated timetable is prompting more Taiwan partners to invest in the USA as well, DigiTimes reports, citing unnamed sources. Visa applications have surged for workers from TSMC suppliers, incl. Mega Union, UIS, Marketech, CYH Tech, C Sun Mfg, more. US tax incentives, other government support, legal, tax, education, are helping build a ‘Mini-Hsinchu’ in the Arizona desert. Hsinchu has long been considered Taiwan’s Silicon Valley. $Taiwan Semiconductor(TSM.US) $Intel(INTC.US) $SSNLF #Samsung #Arizona #semiconductors
Source: Dan Nystedt
D
Dolphin ResearchMar 19 at 10:13 AM
BABA (Trans): Flash Sale 2-yr target RMB 1tn; AI + Cloud 5-yr target RMB 700bn---
Below is Dolphin Research's Trans of $Alibaba(BABA.US) FY26 Q3 earnings call.
For our full take, see 'Alibaba: E-com Slips Again, AI Is the Lifeline'.
1) Shareholder returns: as of Dec 31, 2025, the company held net cash of $42.5bn. Excluding debt maturing beyond five years, net cash exceeds $60bn, underscoring balance-sheet strength that supports continued investment.
2) Performance trends: consolidated revenue was RMB 284.8bn. Excluding Sun Art Retail and Intime revenue, ...
AlibabaConference Minutes
M
Michael Burry TrackerMar 10 at 03:57 PM
26 years ago today, the dot-com bubble peaked
At the time, these were the biggest tech companies on earth:
• Yahoo: $125B company → delisted
• Sun: Powered the internet → gone
• Intel: Dominant chipmaker → -20%
• Cisco: Most valuable stock → flat
• Microsoft: The "boring" pick → +720%
• Amazon: A bookstore → +6,290%
But the company nobody was watching in 2000:
Nvidia → +73,000%
The next Nvidia is out there right now
D
Dolphin ResearchJan 22 at 06:39 AM
ORCL: Picking up scraps, leaning on deep‑pocketed patrons—fighting to survive?
Previously, Dolphin Research profiled CoreWeave, an emerging AI-era 'new cloud' leader, as an entry point into the U.S. IaaS space. This time we turn to a more pivotal player — $Oracle(ORCL.US), one of OpenAI's primary partners.
As the first note in our coverage, Dolphin Research will focus on two questions. 1) A high-level review of the company's history, tracing how a 50+ year incumbent evolved into a new force in cloud services; 2) A clear breakdown of its business and revenue mix...
+12
Deep ResearchOracle

Sunoco LP

Sunoco LP

BABA (Trans): Flash Sale 2-yr target RMB 1tn; AI + Cloud 5-yr target RMB 700bn---

ORCL: Picking up scraps, leaning on deep‑pocketed patrons—fighting to survive?

BABA (Trans): Flash Sale 2-yr target RMB 1tn; AI + Cloud 5-yr target RMB 700bn---

ORCL: Picking up scraps, leaning on deep‑pocketed patrons—fighting to survive?