COIN (Trans): Confident a bill will be enacted by late summerCOIN: Long Dry Spell, Awaiting Timely Policy TailwindsCoreWeave (Trans): Inference now >50% of compute usageMNST (Trans): Zero-sugar lineup remains a key U.S. growth driverMNST: New product cycle fuels demand, intl ignites—sweet turnaround?$ VGT(02476.HK) South Korean retail investors' topCoreWeave: Compute capacity sells, profits prove elusive — NVDA's 'foot soldier' merely scraping by?Prepared to hold for the long term Just don't knowCoinbase 1Q26 First Take: Q1 came in soft, with moMonster 1Q26 First Take: Overall, Q1 results were CRWV 1Q26 First Take: A mixed print. Growth remain$ BitMine Immersion Tech(BMNR.US) Today, Tom Lee gU (Trans): Q2 guide did not factor in potential boost from Runtime dataAI disruption overhang; U steadily turns the cornerUnity 1Q26 First Take: Unity pre-announced 1Q resuDuan Yongping adds to Pop Mart; OpenAI leads 5 tech giants to launch MRC｜Daily News RecapDIS (Trans): 'One Disney' strategy — invest and streamline in tandemAPP (Trans): Multiple growth engines firing; ample runway for investmentARM (Trans): AI CPU to begin contributing revenue by end of next FY; long-term targets unchangedARM: Short-term swings can't mask its edge; AI core underpins a long-term premium?APP: Still a market darling, or has capital moved on?Continued to build a position in $ Microsoft(MSFT.ARM First Take: Results this quarter were in line,APP 1Q26 First Take: Overall results were a small UBER (Trans): Building an AI-era 'everything app'UBER: In-line; Robotaxi Risk Lingers$ Recursion Pharmaceuticals(RXRX.US) If, and I meaDIS: New chief’s strong debut, century-old resilienceDIS 2Q26 FY First Take: The quarter slightly beat Uber 1Q26 First Take: The ride-hailing leader deliWatching the AI supply chain soar to the sky, sayiAnthropic inks multi-bn compute pact with GOOGL; cloud chips ignite QCOM AI rally | Daily News RecapSanhua Intelligent Controls (1Q26 Trans): Still Targeting 15% YoY Net Profit GrowthSanhua Intelligent Controls: Auto parts back in the black; how long until the robot boom?True compound interestcomes from the persistence o$ Novo Nordisk AS(NVO.US) earnings exceeded expectPLTR's earnings report continued its streak of beaBTC is gradually stabilizing around 80000, with daAMD (Trans): CPU/GPU mix converging to 1:1; server CPU TAM raised to 120bn$AMD earnings beat expectations Revenue: $10,253M $ XTALPI(02228.HK) Do something useful. MM, anythiCPUs on a tear, Helios near—Is AMD finally turning the corner?AMD 1Q26 First Take: A solid print, with a revenue$ AMD(AMD.US) The 410 call expiring mid-month alsoSHOP (Trans): Agentic Commerce Won't Disintermediate SHOPSHOP: As AI e-comm agents ebb, is the payments leader swimming naked?Shopify 1Q26 First Take: Purely on results, ShopifDUOL (Trans): Reset year; core KPI is +20% user growthDUOL: Inching Ahead, the Comeback Won't Be EasyPLTR (Trans): Bespoke enterprise solutions, truly autonomous execution; unlike legacy software and theoretical AI.