Spotify: The definite Netflix of the music industryPalantir（minutes）： hopes to become the cornerstone company of this AI revolutionPalantir: Beating down short sellers, the unattainable "AI faith"Intel（Minutes）: Achieve breakeven for foundry services by the end of 2027 (24Q4 conference call)Intel: Layoffs and cost reductions show results, but growth has become a "major challenge"?Apple（Minutes）: Continue to use a hybrid model to optimize costs and performanceApple: LLM "Slimming Down," Hardware Becomes the Final Winner?Microsoft（Minutes）: Current Investment vs Future Prospects is a Question All AI Players Need to Consider"Dislocated" Microsoft: Lean Reality vs Ambitious Future, it's time to test faith again!Tesla: The AI Narrative Continues to Surge (4Q24 Earnings Call Summary)Meta (Minutes including small meetings): "Every year" is a key year, and this year is not just about Meta AIASML（Minutes）: Revenue in mainland China will fall to around 20%Tesla：AI Ambitions Clash VS Automotive FundamentalsWolfspeed（Minutes）: Expected capital expenditures will significantly decrease in 2026Meta: Once again, Zuckerberg is excited to spend money. Why is the market not panicking this time?Wolfspeed: No surprises, continuing to close factories, lay off employees, and reduce costsASML: The Return of the Industry LeaderThe Asset Management Mantra in China for 2025: U.S. Stock Assets Focus on AI Intelligence | Year-End Summary Series (Final)Hard Technology: Those who gain AI will gain the world, "pureblood" AI is the biggest winner | Year-End Summary Series (8)U.S. Internet Giants: "Build High Walls, Accumulate Grain, Secure the Throne" | Year-End Summary Series (7)New Energy Vehicles: Changing the heart of the car cannot change the heart of the business; is intelligence the ultimate remedy? | Year-End Summary Series (6)Is the worst yet to come for the consumer sector? The path is forged through struggle, and brand globalization is the vast ocean of consumption | Year-End Summary Series (5)"Product is King" in the Internet: Don't Shift Blame! Strengthen Yourself First | Mid-Year Summary Series (Part Four)