Palantir Q1 2026: Revenue Up 85%, CEO Calls Most AI Garbage
Palantir reported Q1 2026 revenue growth of 85%, its fastest since the 2020 IPO. On the same call, CEO Alex Karp called most commercial AI garbage. The two facts are not contradictory, and that distinction is the key to understanding the business.
NVL Hits Floor After 3-Year Peak: 48% Dilution Locked In
On May 4, NVL dropped to its daily floor price (-6.83%) after touching a 3-year high. The market is repricing a dilution plan for 1,079 million new shares, nearly 48% of current float, approved at the April 23 AGM.
GameStop's $56 Billion eBay Bid: From Meme Stock to Serious M&A
Same ticker, two completely different stories: January 2021 was a social-media bubble; May 2026 is a genuine M&A proposal from a company that spent five years accumulating $9 billion in cash.
Petrolimex Loses VND 1,000bn in Core Segment Despite Peak Gas Prices
Petrolimex posted an estimated loss of over VND 1 trillion in its petroleum distribution segment in Q1/2026, exactly when domestic fuel prices were rising sharply. A lesson in reading regulated-price distributors correctly.
VHC March US Exports Up 71%: A Time-Limited Advantage
Vinh Hoan's US exports surged 71% in March and Q1 net profit rose 35%. But the underlying structure reveals that most of this growth stems from VHC's unique tax position, not broad market expansion in pangasius.
ACV Down 27%: Two Construction Packages Hold Long Thanh's Fate
The June 2026 deadline has slipped to 'within 2026'. ACV's 27% decline from its peak already reflects this risk. The terminal and taxiway packages will determine what happens next.
Spirit Airlines Shuts Down, VJC Posts 59% Profit Surge: Three Structural Axes
Both carry the 'budget airline' label, but Spirit Airlines just liquidated after 34 years while VietJet reported Q1 profits up 59.6%. Three structural axes explain why the same model produces opposite outcomes.
Q1/2026: Vietnam Property Brokers Surge, Developers Wait
In the same quarter, DXG's brokerage unit tripled revenue and hit 80% of its annual profit target, while DIG posted a net loss and DRH received a stock exchange warning. The divergence has a clear structural explanation.
Selling 2M MWG Shares: DMX CEO Bets on His Own IPO
Doan Van Hieu Em registered to sell 56.5% of his personal MWG stake to participate in the Dien May Xanh IPO. What kind of insider transaction is this, and how should MWG shareholders read the signal?
Meta Revenue Up 33%, Stock Down 7%: The AI Valuation Lesson
On the night of April 29, all four Big Tech giants beat revenue estimates, yet the market reacted very differently. Three cloud names rallied; Meta dropped 7%. The reason has nothing to do with revenue.
HPG Cash Dividend Returns: A Policy Signal, Not a Capex Exit
Hoa Phat's AGM approved a cash dividend worth VND 500 per share, the first cash payout in four years. The data tells a more nuanced story than the market's instinct to call it the end of the investment cycle.
Thep Nha Be's 70x Profit Surge in Q1/2026: Three Mechanisms Explained
Same quarter, same steel sector: TNB +6,972%, VCA +4,558%, HPG +170% — while NKG lost 92% of earnings. Three simultaneous mechanisms explain this extreme divergence.
NVL Hits 3-Year High: From the Brink to the Next Generation
On April 28, 2026, NVL closed at VND 20,500, its highest level in three years. Behind the price milestone: three debt restructuring layers, a public apology to shareholders, and a rare leadership handover.
Q1 2026: Proprietary Trading Drove 21 Firms to a Loss
Brokerage fees alone can't offset losses when proprietary trading dominates the balance sheet. Here's how to read a securities firm's financials like an analyst.
VIC Hits All-Time High as Real Estate Sector Drops: A Repricing Signal
On April 28, VIC surged 6.88% to an all-time high of VND 226,700 while the real estate sector index fell 1.53%. The market may be repricing Vingroup under an entirely different framework.