Applovin (Summary): The Best Case of Technology Meeting Cross-Market DemandSurging 30%! How did Applovin beat the shorts?"Short essay" coming again; JD.com entered the food delivery market | Review of today's important newsCoca-Cola (Minutes): Organic growth may slow down in 2025SMIC (Minutes): Capital expenditure plan remains the same as last yearCoca-Cola: Buffett's Vision Shines as the Iconic Drink Thrives!Shopify (Minutes): There are too many growth opportunities, and the current profit margin is already satisfactoryShopify: The Sin of Overvaluation - Is Mediocrity Unacceptable?SMIC: With "national subsidies" in hand, can it withstand the cycle?The tariff war stirs up waves again; BYD's nationwide intelligent driving is here | Today's important news reviewBYD（minutes）: The Era of Equal Driving Intelligence Has ArrivedChinese concept stocks: Worth a serious "cognitive reassessment"!The new Doubao model shines on stage; BYD's "king bomb" is coming tonight | Today's important news reviewRoblox (Minutes): Give benefits to developers and expand the ecosystem"Sliding Kneel" Roblox: Is the ultimate banner holder of the metaverse going to fall?Amazon: How much impact does AI have, and can profit margins continue to improve?Amazon: Rapidly investing in the cloud, is the profit release period about to disappear again?ARM: Most of the future growth will come from royalties, not licensing revenue (Q3 FY25 conference call)ARM: AI helps achieve performance targets, high valuation remains a "sweet burden"Qualcomm: Achieve non-mobile business revenue of $22 billion by 2029 (1QFY25 conference call)"The Eye of the God" opens, BYD hits the daily limit in the afternoon; Xindong surges 16%, what news is there? | Today's important news reviewUber: How to View the Development and Impact of Autonomous DrivingDisney: Three-Year Outlook "Big Pie" Still Needs to Be Digested Slowly