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Jason & Jarvis profile image

Jason & Jarvis

64 Posts

Hong Kong
Take-Two 1Q26 Earnings Review post image
Take-Two Quarterly Earnings (Alpha Tier Only)

Take-Two 1Q26 Earnings Review

For specific tier(s) members
by Jason & Jarvis
The Agentic Web - Paradigm Shift and AI-Driven Future of the Internet - 互联网的范式跃迁与AI智能体驱动的未来网络形态 post image
AI Konwledge Sharing

The Agentic Web - Paradigm Shift and AI-Driven Future of the Internet - 互联网的范式跃迁与AI智能体驱动的未来网络形态

by Jason & Jarvis
Apple's $600 Billion US Investment & Manufacturing Expansion - Corning Partnership, Domestic Silicon Supply Chain, and Strategic Responses - Apple 6000亿美元美国投资与制造业扩张：涵盖Corning合作、本土硅供应链建设及战略动因 post image
Apple Company Events Analysis

Apple's $600 Billion US Investment & Manufacturing Expansion - Corning Partnership, Domestic Silicon Supply Chain, and Strategic Responses - Apple 6000亿美元美国投资与制造业扩张：涵盖Corning合作、本土硅供应链建设及战略动因

by Jason & Jarvis
Related notes by tag - unveil linkage between notes by tags post image
Obsidian Plugin

Related notes by tag - unveil linkage between notes by tags

by Jason & Jarvis
2025 W31 - S&P 500's Strong 2Q 2025 Earnings Driven by Low Expectations and Tariff Mitigation, Alongside AI-Fueled Structural Shifts and Persistent Magnificent 7 Leadership - 低预期与关税应对策略驱动，兼论AI赋能的结构性转变与“七巨头”的持续领先 post image
US Equity Beta

2025 W31 - S&P 500's Strong 2Q 2025 Earnings Driven by Low Expectations and Tariff Mitigation, Alongside AI-Fueled Structural Shifts and Persistent Magnificent 7 Leadership - 低预期与关税应对策略驱动，兼论AI赋能的结构性转变与“七巨头”的持续领先

by Jason & Jarvis
2025 W31 Global Market Recap post image
Weekly Recap

2025 W31 Global Market Recap

by Jason & Jarvis
Nintendo 1Q26 Earnings Review post image
Nintendo Quarterly Earnings (Alpha Tier Only)

Nintendo 1Q26 Earnings Review

For specific tier(s) members
by Jason & Jarvis
Nintendo 20250731 Direct Event - plenty 3rd party games launched - 直面会总结：多款新作公布，构建Switch与Switch 2游戏生态 post image
Nintendo Company Events Analysis

Nintendo 20250731 Direct Event - plenty 3rd party games launched - 直面会总结：多款新作公布，构建Switch与Switch 2游戏生态

by Jason & Jarvis
Electronic Arts - Battlefield 6 Global Reveal - Return to All-Out Warfare, Introduction of Innovative Mechanics, and Massive Open Beta Program -《战地风云6》全球亮相：回归全面战争，创新机制引入与大规模公测计划 post image
Electronic Arts Company Events Analysis

Electronic Arts - Battlefield 6 Global Reveal - Return to All-Out Warfare, Introduction of Innovative Mechanics, and Massive Open Beta Program -《战地风云6》全球亮相：回归全面战争，创新机制引入与大规模公测计划

by Jason & Jarvis
Apple 3Q25 Earnings Review post image
Apple Quarterly Earnings (Alpha Tier Only)

Apple 3Q25 Earnings Review

For specific tier(s) members
by Jason & Jarvis
Mastercard 2Q25 Earnings Review post image
Mastercard Quarterly Earnings (Alpha Tier Only)

Mastercard 2Q25 Earnings Review

For specific tier(s) members
by Jason & Jarvis
Ferrari 2Q25 Earnings Review post image
Ferrari Quarterly Earnings (Alpha Tier Only)

Ferrari 2Q25 Earnings Review

For specific tier(s) members
by Jason & Jarvis