Pro Ultra 7-10Yrs

PLTR

ALL-B

ALL-H

ALL-I

ALL-J

PLTR 4Q25 First Take: Q4 was solid, with key metrics beating. Growth reaccelerated in Q4, easing concerns about the durability of the high-growth profile underpinning its rich multiple. 1) Headline results: Revenue surged 70%, with QoQ acceleration, driven by US customers across Gov. and commercial. Adj. OP was nearly $800 mn, and OPM expanded sharply to 57%, up 4ppts QoQ, helped by higher product GPM and workforce efficiency. GPM improved by 2ppts. Beyond mix shift, it also signals customer recognition of Palantir's product edge, supporting premium pricing. The opex ratio also improved by 2ppts. Notably, a deepening partner ecosystem leverages partners' mature sales networks, helping Palantir trim near-term sales costs. 2) By segment: Growth was largely US-led, with commercial up 82% and Gov. up 60%, both meaningful contributors. Non-US regions remained in single-digit growth, with revenue mix down to 24%. 3) Leading indicators: Ample near- and long-term growth fuel. RPO, customer adds, and NDR all look healthy, capturing new demand and retention. Notably, after a pullback last quarter, RPO accelerated in Q4. 4) Outlook: Guidance for Q1 and 2026 corroborates those signals. It points to healthy growth, well ahead of Street expectations. $Palantir Tech(PLTR.US)

Palantir Tech

Byline Bancorp

Allstate

Franklin Universal Trust

ALLSTATE CORP 5.1% PREF 15/01/2053

ALLSTATE CORP DEP SHS REP 1/1000 NON CUM PER PRF SER H

ALLSTATE CORP 4.750% DEP SHS REP 1/1000TH PRP PFD SR I

ALLSTATE CORP DEP SHS REPSTG 1/1000TH NON PERP PFD SER

Tesla

Deep Research

TSLA

ALLY

UBER

DIDIY

Can Robotaxis turn ride-hailing from a low-margin business into a cash cow?

EVe Mobility Acquisition

Canaan

Ally Financial

Uber Tech

DiDi

Robotaxi Empire: Can It Create the Next TSLA?

Marvell

Conference Minutes

TECH

NVDA

NVDL

07788

07388

NVDY

NVDD

NVDX

NVDQ

MRVL

ASIC

The following are the minutes of Marvell Technology's Q3 2026 earnings call. For an interpretation of the earnings report, please refer to &#34;Marvell: Acquisition to Fill Gaps, Is the NVIDIA Alternative Route Almost Complete?&#34; 1. $Marvell Tech(MRVL.US) Key Financial Data Review Revenue: Achieved a record $2.075 billion in the third quarter, a quarter-over-quarter increase of 3% and a year-over-year increase of 37%. Excluding the divested automotive Ethernet business, core business revenue grew approximately 6% quarter-over-quarter and 41% year-over-year...

Bio-Techne

NVIDIA

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

XI2CSOPNVDA

YieldMax NVDA Option Income Strategy ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long NVIDIA Daily Target ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Marvell Tech

Hudbay Minerals

Pampa Energia SA -SPON

Ategrity Specialty Holdings LLC

Cambria Global Asset Alloc

Outfront Media

Marvell (Minutes): AWS is the first to become Celestial AI's 'core leading customer'

Financial Analysis

FUTU

03588

BMNR

SBET

KONG

TSDD

TSLL

TSLQ

09366

07766

07366

TSLR

BRK.B

BRK.A

07777

The following are the Minutes of the 3Q25 earnings call for $Futu(FUTU.US) compiled by Dolphin Research. Detailed business data for the quarter can be viewed in the Longbridge APP under Stocks - Panorama - Performance Composition. I. Review of Core Financial Information 1. $FUTU-W(03588.HK) The company's total revenue for the quarter reached HKD 6.4 billion, a significant year-on-year increase of 86%, mainly driven by comprehensive growth in brokerage, interest, and other service income. 2. Brokerage commission and fee income increased to HKD 2.9 billion, up 91% year-on-year and 13% quarter-on-quarter...

Futu

Camden National

FUTU-W

BitMine Immersion Tech

Sharplink

Formidable Fortress ETF

AT & T

GraniteShares 2x Short TSLA Daily ETF

Direxion Daily TSLA Bull 2X Shares

AXS TSLA Bear Daily ETF

XI2CSOPTSLA-U

XL2CSOPTSLA

XI2CSOPTSLA

GraniteShares 2x Long TSLA Daily ETF

Reliance

Berkshire Hathaway B

Berkshire Hathaway

XL2CSOPBRKB

AT&T INC 5.000% DEP SHS REP 1/1000 PERP PFD SER A

AT&T INC DEP SHS EACH REP 1/1000TH PERP PFD SER C

Futu (3Q25 Minutes): Crypto Trading Surges, Hong Kong Remains the Main Source of New Customers

Luckin

LKNCY

01364

00700

TCEHY

TCTZF

80700

HTCD

Luckin Coffee (LKNCY) $Luckin Coffee(LKNCY.US) released its Q3 2025 financial report (ending September 2025) before the U.S. stock market opened on the afternoon of November 17, 2025, Beijing time. Overall, in the third quarter, under the backdrop of the peak season and continued delivery subsidies, Luckin's revenue accelerated quarter-on-quarter, showing very impressive performance. However, the downside was that the impact of the 'delivery war' leading to soaring delivery costs was fully reflected in the third quarter, dragging down the profit performance. But this was actually within Dolphin Research's expectations. 1. The store opening speed hit a new single-quarter high...

Luckin Coffee

GUMING

TENCENT

Tencent

Tencent Holdings Limited

TENCENT-R

Tencent HK SDR 10to1

Luckin Coffee: Profit 'Squat' is Just for a Better 'Jump'

AIMID

GOOG

GOOGL

NNOX

000656

GGLS

GGLL

NANO

SBCWW

After the Hong Kong stock market closed on November 13, Beijing time, $TENCENT(00700.HK) released its third-quarter 2025 results. Overall, while there were not many surprises compared to expectations, stability remains the key theme, with no significant weaknesses in the three major business lines. Since the beginning of this year, Tencent has entered a new investment cycle, yet traces of the management's refined operations and effective capital allocation can still be observed. Specifically: 1. Gaming remains the standout: Tencent Games maintained high growth of 23% in the third quarter, driven by the product cycle. Overseas, under the leadership of Supercell's 'Clash Royale,' it continued to surge (with favorable exchange rate contributions)...

Meta Platforms

AIM IMMUNOTECH INC

AIM ImmunoTech

Alphabet - C

Alphabet

Nano-X Imaging

JINKE PROPERTY

SBC Medical

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Nanoco Group PLC

SBC MEDICAL GROUP HOLDINGS INCRPRTD C/WTS 17/09/2029 (TO PUR COM)

Tencent: Not playing heartbeats with Meta, just seeking stable happiness

Palantir

VNTG

300024

The following are the minutes of the FY25Q3 earnings call for $Palantir Tech(PLTR.US) organized by Dolphin Research. For earnings interpretation, please refer to &#34;Palantir: Valuation Too Advanced, Backlash is Coming.&#34; 1. Review of Core Financial Data Total Revenue: $1.181 billion, up 63% year-over-year, up 18% quarter-over-quarter, reaching a historical high, far exceeding expectations. U.S. Market: Revenue of $883 million, up 77% year-over-year, up 20% quarter-over-quarter, accounting for three-quarters of total revenue. 40 Rule Score: Reached 114 points, up 20 points quarter-over-quarter, setting a historical record...

C3.AI

Vantage

SIASUN

Ameriprise Financial

Mirae Asset Global Investments Co., Ltd.

Palantir (Minutes): Customers are no longer satisfied with a single scenario but rather with a system restructuring.

MercadoLibre

MELI

09988

BABA

89988

KBAB

BABO

BABX

COST

MEHCQ

VCTR

HBBD

The Latin American version of &#34;Alibaba&#34;—$Mercadolibre(MELI.US) (hereinafter referred to as Meli) released its financial report for the third quarter of 2025 on October 30. Overall, the revenue side performed well, with accelerated growth quarter-on-quarter and slightly exceeding expectations. Conversely, due to increased logistics subsidies within the e-commerce segment and a decline in financial business due to structural factors and interest rates, profit margins fell short of sell-side expectations. 1. Growth outperformed but profits underperformed: In terms of overall performance, Meli's total revenue (denominated in USD) grew approximately 39.5% year-on-year, with a significant acceleration from the previous quarter...

Mercadolibre

BABA-W

Alibaba

BABA-WR

KraneShares 2x Long BABA Daily ETF

YieldMax BABA Option Income Strategy ETF

BABA 2x Long Daily ETF - GraniteShares

Costain Group PLC

Costco Wholesale

MoneyLion

23andMe

CHROME HLDG CO

Victory

Alibaba HK SDR 5to1

Meli: Profit miss? It might just be the 'growing pains' before victory.

OPTIMI HEALTH CORP

HCW Biologics

FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

Micware

GCL Global

Silexion Therapeutics

MetaVia

EMMIS ACQUISITION CORP. ORD USD0.0001 (S/R 12/09/2030)

Bristol-Myers Squibb Company

VCIT

SCHI

U.S. Treasury futures experienced a downturn, with the 10-year Treasury futures falling by 8 points and the 30-year Treasury futures dropping by 15 points. According to Jin10, this decline reflects ongoing market volatility and investor concerns over economic indicators. The movement in Treasury futures is closely watched as it can signal broader trends in the financial markets, impacting interest rates and investment strategies. Analysts are monitoring these shifts to assess potential implications for the U.S. economy and global financial stability.

Pro Ultra 7-10Yrs(UST.US)

U.S. Treasury Futures Decline Amid Market Volatility

The bond market has been doing something strange despite a hot inflation report