It's time for great power competition again: Are cyclical and tech stocks on the rise?Today's Important News Review | Dolphin Investment ResearchUnity: Customer Relationships, Product Quality, and Execution (3Q24 Earnings Call)Soul-searching question, has Unity's "bottom" been reached?Block: Square is mired in difficulties, Cash App struggles to stand aloneSMIC: The potential risk for next year is "increased volume without increased price" (24Q3 conference call)Today's Important News Review | Dolphin Investment ResearchDespite supply shortages, still maintain the goal of turning positive gross margin in the fourth quarter (Rivian 3Q24 earnings call summary)Tesla's killer is instead killed, and Volkswagen can't save the shattered Rivian?ARM: Market share in cloud services and automotive will continue to grow (FY25Q2 conference call)ARM: AI faith, can it support a hundredfold valuation?Airbnb Q3 2024 Conference Call Summary: How Much Contribution Can New Businesses Bring?Slowing growth & narrowing profits, Airbnb is still going through a tough timeSMIC: Can it support the hopes of the entire village?Today's Important News Review | Dolphin Investment ResearchQualcomm: Has entered the $700 PC market (FY24Q4 interpretation meeting minutes)AI PCs are now showing "signs," is Qualcomm's second spring coming soon?Today's Important News Review | Dolphin Investment Research