MRAM
A $40 million contract pushed MRAM to an all-time high
Defense orders ignited, surging +70% in two days, but CEOs and CFOs have successively reduced their holdings. The story behind the 4000x P/E ratio is far from simple
Research Reports
Analyst-grade AI deep-dives on US stocks — thesis, valuation, risks and catalysts. Updated as new reports publish.
APLD
APLD: Is the 23 billion yuan contract enough to sustain a 6x increase?
Adjusted EBITDA turned positive alongside GAAP losses, with valuation anchors shifting from price-to-sales ratio to contract cash flow
Order book doubled, losses narrowed by 69%—why did the market give +20.6% applause?
$FLNC (Fluence Energy) Research Report:
Microsoft (MSFT) Capital Restructuring and the Long March in AI: An In-Depth Report on Bottoming Reversals, Capital Efficiency, and the "Software Apocalypse."
Microsoft (MSFT) Capital Restructuring and the Long March in AI: An In-Depth Report on Bottoming Reversals, Capital Efficiency, and the "Software Apocalypse."
Microsoft (MSFT) Capital Restructuring and the Long March in AI: An In-Depth Report on Bottoming Reversals, Capital Efficiency, and the "Software Apocalypse."
Microsoft (MSFT) Capital Restructuring and the Long March in AI: An In-Depth Report on Bottoming Reversals, Capital Efficiency, and the "Software Apocalypse."
Two consecutive days of gains—reversal or trap?
The market has been rebounding continuously—has the trend truly reversed? This week, both CPI and nonfarm payroll reports are tested, and combined with China's continued reduction of U.S. Treasury holdings, the market faces a critical decision.
Dow Index Breaks 50,000 Points: Six Major Reefs Amid the Frenzy
The Dow's historic breakthrough above 50,000 points sparked market celebration, but options leaned bearish, funds abandoned new investments, and technical signs flashed out, all suggesting that this rebound may be lurking in the future.
2026 Technology Investment: Double Tapping AI and Semiconductors
With the technological cycle's shift, the technology sector will show structural differentiation in 2026. The explosive demand for AI computing power and the accelerated domestic substitution of semiconductors form a dual main theme, and investors need to pay attention to value revaluation opportunities in the core upstream segments of the industry chain.