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Trending Now
  • Kimi's K3 Moment: A Shift in the US-China AI Narrative?
  • $Ondas(ONDS.US) is worth considering for a long po
  • Sell call, sell call
  • Semiconductors $Taiwan Semiconductor(TSM.US) and $
  • 📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Tempus AI(TEM.US) Tempus AI Lau
  • $AMC ENT(AMC.US) 🍿🎬AMC Entertainment surged afte
  • Datacenters have always kept reciprocating engines
  • $PDD(PDD.US) is statistically extremely cheap. Aft
  • $Celsius(CELH.US)A dead counter. Hardly moves.And
  • Update: It's been 341 days since Michael Burry pub
  • $Microsoft(MSFT.US)I am solidly Bullish on Microso
  • $Tesla(TSLA.US) earnings tonight. Here's the cheat
  • $Super Micro Computer(SMCI.US) Smci jumped higher,
  • According to a senior engineer at Inphi: > Hype
  • $Tesla(TSLA.US)I am cautiously bullish on Tesla he
Longbridge - Dolphin ResearchLongbridge - Dolphin Research
Dolphin Research9 Hours ago

Kimi's K3 Moment: A Shift in the US-China AI Narrative?

Global markets left investors stunned last week as rumors and speculation ran rampant amid the sell-off.

Beyond liquidity deleveraging triggered by South Korea's rate hike and geopolitical tensions, t...
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Hot topic
Longbridge - Boss's Boss
Boss's Boss19 Hours ago

$Ondas(ONDS.US) is worth considering for a long position. Planning to re-enter.

My stock US market auto-tracking Agent also sent me a reminder .

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Longbridge - morning_wind
morning_windYesterday at 16:09

Sell call, sell call

Longbridge - ValueNvest
ValueNvestYesterday at 13:50

Semiconductors

$Taiwan Semiconductor(TSM.US) and $ASML(ASML.US)

These two cash cows are what I've always been bullish on

Their ability to generate consistent profits

And their deep moats

The only downsid...

Longbridge - Hardik Shah
Hardik Shah8 Hours ago

📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Tempus AI(TEM.US) Tempus AI Launches OneOme Pharmacogenomics Testing Nationwide

👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:

➤ 𝗧𝗲𝗺𝗽𝘂𝘀 𝗔𝗜 launches 𝗢𝗻𝗲𝗢𝗺𝗲 pharmacogenomics testing nat...
Longbridge - Jeanine
JeanineAMC ENT Return RateACHRYesterday at 03:59

$AMC ENT(AMC.US) 🍿🎬

AMC Entertainment surged after reporting a much stronger-than-expected second quarter.

Revenue increased 14.2% year-on-year to a record US$1.60 billion, while adjusted earnings rea...

Trade Showcase: Trade, Show & Earn Rewards!
Longbridge - @SemiAnalysis
@SemiAnalysisYesterday at 13:32

Datacenters have always kept reciprocating engines on site as emergency standby, kicking in when the grid drops and running a handful of hours a year. That role is changing, as recips are increasingly...

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Longbridge - Marina Bay
Marina BayTraded ValueYesterday at 15:18

$PDD(PDD.US) is statistically extremely cheap. After subtracting its large cash holdings of roughly $60 billion (about 60 percent of market cap), the company trades at only around three times forward ...

Trade Showcase: Trade, Show & Earn Rewards!
Longbridge - BangAli
BangAliTraded ValueYesterday at 13:25

$Celsius(CELH.US)A dead counter. Hardly moves.

And when it does move, it move downward.

Will avoid this stock once current holdings of 260 units are sold.

Longbridge - Michael Burry Tracker
Michael Burry TrackerYesterday at 16:12

Update: It's been 341 days since Michael Burry publicly bought shares of Lululemon $Lululemon(LULU.US)

It's down ~40% since

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Longbridge - NoTimeCountMoney
NoTimeCountMoneyRate Of ReturnTraded ValueYesterday at 14:09

$Microsoft(MSFT.US)

I am solidly Bullish on Microsoft ahead of its earnings report.

Key Thesis & Catalysts:

1. Strong Azure AI Demand: Azure revenue growth is guided at a robust 39%–40%, backed by accele...

Earnings Week: Tesla, Google & Intel Report
Longbridge - Gene Munster
Gene Munster8 Hours ago

$Tesla(TSLA.US) earnings tonight. Here's the cheat sheet:

1. Auto Margins ex Credits: I expect auto gross margin ex-credits to be slightly above the Street's 18.5% because volumes were so strong. It wa...
Longbridge - NewUser_zS0M8w
NewUser_zS0M8w Nebius Return RateMicrosoft7 Hours ago

$Super Micro Computer(SMCI.US) Smci jumped higher, fueled by a robust update that it expects to nearly double its gross margins in upcoming quarters. The company highlighted a staggering new order int...

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Trade Showcase: Trade, Show & Earn Rewards!
Longbridge - Equity research
Equity researchYesterday at 14:01

According to a senior engineer at Inphi:

> Hyperscalers prefer to stay on 800G as long as possible to maximize existing infrastructure investments unless specific inference workloads (like long-contex...
Longbridge - dingdongbell
dingdongbellRate Of Return13 Hours ago

$Tesla(TSLA.US)

I am cautiously bullish on Tesla heading into earnings. The company delivered 480,126 vehicles during Q2 and deployed a record 13.5 GWh of energy-storage products, giving it stronger op...

Earnings Week: Tesla, Google & Intel Report

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