Brief Archive

13 deep dives · 87 rapid scans · AMAT fell 5% after hours despite record $9.12bn revenue and a $10.25bn Q4 guide — priced-for-perfection risk hangs over semicap today.

13 deep dives · 68 rapid scans · Today's HK session centers on Tencent's post-earnings reaction, with attention on how heavy AI spending weighs on margins.

14 deep dives · 74 rapid scans · US July CPI at 08:30 today — the single largest variable in this brief.

14 deep dives · 66 rapid scans · Wednesday's CPI is the pivotal variable: 3.4% expected versus 3.5% prior.

14 deep dives · 90 rapid scans · TTD guided to its first-ever revenue decline, hitting a seven-year low

14 deep dives · 82 rapid scans · SNDK grew revenue 372% at an 84.6% gross margin, yet fell 6.81%

13 deep dives · 30 rapid scans · SPCX 8/6 首个解禁窗口，约 $123B 内部人股份可交易

14 deep dives · 72 rapid scans · SPCX fell 8.8% after hours on its first report as capex hit $18.4B

14 deep dives · 79 rapid scans · PLTR posted $0.41 EPS vs $0.28 est., revenue +92.8% after the close

12 deep dives · 44 rapid scans · 今夜 FOMC：62% 押注维持 3.50%-3.75% 不变

13 deep dives · 98 rapid scans · Wednesday 7/29: the FOMC decision collides with MSFT/META earnings after the close

13 deep dives · 97 rapid scans · Tonight after close: Alphabet, Tesla, IBM and AT&T — the AI-capex referendum

14 deep dives · 109 rapid scans · Book cleanup: three stopped out, four closed proactively, zero new positions

12 deep dives · 93 rapid scans · Stop-loss day: MU $853<$880, AMD $501<$518, BEAM and Asymchem — four positions closed, discipline without exceptions

12 deep dives · 89 rapid scans · Earnings minefield week: TSM/ASML ripples spreading; 7/22 brings TSLA and the already-warned IBM

12 deep dives · 100 rapid scans · Tonight 8:30pm HKT: US June CPI — consensus sees 4.2%→3.9%, core 2.9%; the year's biggest data point

11 deep dives · 87 rapid scans · Monday 7/13: GigaDevice's H-share unlock lands — stress-test day for HK's chip chain

13 deep dives · 82 rapid scans · SKHY's debut is the memory sector's pricing ceremony — Micron's direct comp has arrived

13 deep dives · 87 rapid scans · SK Hynix lists on Nasdaq July 10 — a direct comp lands next to Micron

13 deep dives · 96 rapid scans · SK Hynix lists on Nasdaq Jul 10 — memory-trade money faces reallocation

13 deep dives · 93 rapid scans · SpaceX joins Nasdaq-100 today: passive inflows vs. the historical one-month give-back

13 deep dives · 71 rapid scans · Mon 7/7: SpaceX officially joins the Nasdaq-100 — index funds become forced buyers

14 deep dives · 55 rapid scans · After the close: Tesla Q2 deliveries, consensus 397–420k — 400k is the bull/bear line