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SHOWING GLOBAL TECHNOLOGY RESEARCH
Data Update (March/April 2024) - AAPL, SMCI, BABA, JD - Monday @ 2pm ET
Buy Now

China E-commerce Grew 6% in March (Aside from Data Discrepancy)
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DIDIY | Keep Raising Estimates - 45% Surge during Qingming Festival
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China TMT Advertising Revenues in Q4 2023 - PDD, Meituan, Douyin the Winners; Baidu, JD the Losers
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Feb 2024 Global Ad Volume - SHEIN Retakes Top Spot; Alibaba.com Moves to #3 - New Battle Emerges
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DIDIY (Also UBER) | Highest Market Share Since Feb 2022; Ok Q4 2023 Print
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Replay | China Govt Data Discrepancy? - Data (Feb/Mar 2024) - AAPL, BABA, JD; MNSO R
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PI | Exaggerated Move on NXPI Resolution + License Fees
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MPNGY/3690.HK | Positive Inflection Happened - Remain Long
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AAPL | Is This New DoJ Antitrust/Monopoly Case Different than Past Cases? Remain Short
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