$ Rocket Lab(RKLB.US) The one from Bezos's family DELL (Trans): Demand outpaces supply; biz. pipeline several times backlogDELL: AI Surges, Legacy Biz Heats Up; Firing on All Cylinders!When I invest,I only invest in companies that drivCostco F3Q26 First Take: results remained steady wDELL 1QFY27 First Take: Results beat across the boXtalPi's science tokens business model$ Tesla(TSLA.US) Suddenly felt like trying to buy $ Li Auto(LI.US)$ XPeng(XPEV.US) reported earningsXPEV (1Q26 Trans): Humanoid robot to begin mass production by year-endXPEV: Inflection Point in Sight — Does the 'Eastern Tesla' Story Still Have Legs?XPeng 1Q26 First Take: results modestly beat a lowCRM (Trans): What Do 28.6T Tokens and 3.8bn AWUs Buy?訪華週 CLI 命令行活動獲獎公示NIO launches flagship SUV ES9; META rolls out AI subscription | Daily News RecapCRM: No growth, no profit — is the 'AI story' still compelling?$ XTALPI(02228.HK) The liquidity of Hong Kong stoc$ TENCENT(00700.HK) Liquidated Tencent, and then uMRVL (Trans): FY2028 guide $16.5bn; upside aheadThe collaboration between $SNOW and Amazon $AMZNThMRVL: In the AI inference era, is connectivity more valuable than compute?$ Netflix(NFLX.US) Jason 🍎's simple analysis for mSalesforce F1Q27 First Take: results were broadly MRVL 1QFY27 First Take The print was broadly in li$ NVIDIA(NVDA.US) can't stand it anymore. Sell a bPDD (Trans): New 10-Yr Starting Line; 'New Pinmu' to Reinvent PDDPDD: Dated, 'Arrogant', and Universally Disliked$ Netflix(NFLX.US) established a sell put positionKuaishou (Trans): Bullish on Kling outlook; shareholder yield lifted to 4% this yearKuaishou: Turnaround Hinges on 'Keling'$ Rocket Lab(RKLB.US) Rocket Lab officially releasPDD 1Q26 First Take: results missed, with both rev$ Rocket Lab(RKLB.US)$ Tesla(TSLA.US) Keep up the $ Taiwan Semiconductor(TSM.US) Making a separate p$ Rocket Lab(RKLB.US) feels like it's about to be Kuaishou 1Q26 First Take: Results were broadly in CATL lands a large-scale ESS project in Europe; MU tops RMB 1tn mkt cap as memory rally continues | Daily News RecapBMNR Extreme Value Deduction 5.27$ JOYY(JOYY.US), cash equals market cap, a very agSuddenly reminded to replace the low-voltage batte$ Costco Wholesale(COST.US) feels like a good pric$ Netflix(NFLX.US)buy 1000 87.88 filledXiaomi (Trans): Paid tokens >30%; confident of hitting 550k vehicles target$ AST SpaceMobile(ASTS.US) Calling on Jason:I rece$ Rocket Lab(RKLB.US) is still worth a little cele$ AMD(AMD.US) AMD and OpenAI are both racing towarXiaomi: Rock bottom? The worst is over$ AST SpaceMobile(ASTS.US) But after all my calcul$ AST SpaceMobile(ASTS.US) Frankly speaking, I've $ Rocket Lab(RKLB.US) reminds me of many years ago