about 3 hours ago
1. CrowdStrike's stock surged nearly 60% in 2025, outperforming cybersecurity peers and the S&P 500; 2. Strong ARR growth, new product adoption, and positive EPS revisions signal continued financial momentum; 3. Despite a high valuation (over 100x FY 2027 EPS), bullish technical indicators suggest a potential $600 price target, though the author maintains a 'Hold' rating due to valuation concerns.
Stock PerformanceTechnical Analysis
about 3 hours ago

➀ The UK's absence of car import tariffs, unlike the EU and US, attracts Chinese automakers, with projections suggesting 25% market share by 2030;

➁ MG (owned by SAIC), Chery, and BYD dominate UK sales, with BYD's September sales surging 880% YoY, making the UK its largest non-China market;

➂ BYD's competitively priced EVs (e.g., Dolphin Surf EV at £18,650) undercut European rivals like Citroen and Tesla, leveraging the UK's lack of domestic brand loyalty.

automotiveBYD
about 3 hours ago

➀ Infineon launches new MOTIX TLE994x/5x 32-bit motor control SoCs for brushed (BDC) and brushless (BLDC) motors in automotive applications;

➁ The chips integrate gate drivers, microcontrollers, and safety features (ISO 26262 ASIL B), enhancing efficiency and reliability for functions like EV battery cooling and seat adjustment;

➂ A unified development ecosystem with reference designs and software accelerates prototyping and reduces time-to-market for automotive systems.

Infineonautomotive
about 4 hours ago
1. The S&P 500's forward 4-quarter earnings estimate rose to $294.87, reflecting upward revisions since August 2025; 2. Positive revisions to the 2027 EPS estimate suggest potential for a fourth consecutive year of mid-teens or higher returns, with 2023 and 2024 returns at 25% each; 3. Tailwinds include higher earnings estimates, anticipated Fed rate cuts, and a pro-business policy environment, supporting bullish market sentiment.
Economic Indicators
about 5 hours ago

➀ Meta proposes a new E2 SSD form factor to support 1PB+ capacities with 80W power, enabling storage servers to scale alongside GPU compute infrastructure;

➁ The E2 design maximizes QLC NAND density and thermal efficiency while leveraging existing EDSFF connectors, aiming to reduce storage costs through higher capacity-per-drive economics;

➂ Industry projections show SSD capacities could reach 1PB by 2029, with E1.S drives dominating performance tiers and E2 drives revolutionizing high-density storage deployments.

MetaSSD
about 8 hours ago

➀ A startup seeks government funding to disrupt the chip industry with a low-cost wafer patterning technology using multiple ion beams, potentially rendering existing fabs obsolete and democratizing chip production;

➁ The initiative risks undermining Western geopolitical strategies focused on maintaining dominance in advanced chip technology through heavy investments in entities like ASML and TSMC;

➂ The author plans to exploit the situation by both suppressing the startup for personal gain and privately investing in it, leveraging leaked claims of government backing to attract funding.

EUVHPC
about 23 hours ago
➀ Krafton has unveiled its new AI-driven companion, 'PUBG Ally', at Nvidia's GeForce Gamer Festival; ➁ The AI is designed for both cooperative and independent gameplay, capable of discussing strategies and adjusting its playstyle; ➂ 'PUBG Ally' supports voice-based communication in English, Korean, and Chinese.
1 day ago

➀ Hanwha Ocean tested its autonomous navigation platform HS4 on the HAN-V ship, integrating real-time AI analytics and digital twin technology, and plans to link with Hanwha Engine for remote monitoring;

➁ Samsung Heavy Industries completed a trans-Pacific voyage using its AI-based SAS system, achieving fuel savings and on-time arrival, while developing the autonomous Shift Auto research vessel with IoT and expanded mission capabilities;

➂ Both companies are advancing fully autonomous navigation technologies, including AI-driven route optimization, collision avoidance, and unmanned docking, to strengthen global maritime leadership.

1 day ago

➀ Yongin City launched a new integrated city brand centered on a dragon symbol, reflecting its vision to become a global semiconductor hub by unifying branding, industrial zones, transportation, and international cooperation;

➁ The city accelerated government approvals (reduced from 4.5 years to 1.9 years) and introduced tax incentives to attract semiconductor projects, while expanding highways (e.g., National Highway 45 expansion to 8 lanes) and residential infrastructure to enhance industrial-living synergies;

➂ Strategic partnerships, such as with Seville, Spain, aim to boost Yongin’s global profile, aligning with its goal to become a "semiconductor belt" connecting key industrial clusters and improving regional accessibility.

1 day ago

➀ Asia-Pacific LNG leaders emphasized LNG's critical role in supporting AI-driven energy demands, particularly for data centers requiring stable power;

➁ U.S. LNG was highlighted for its strategic value in ensuring regional energy security, flexible contracts, and portfolio diversification;

➂ Participants called for policy support to advance carbon capture (CCS) and sustainable LNG development, reinforcing partnerships between U.S. and Asia-Pacific stakeholders.

1 day ago

➀ HD Hyundai and Siemens signed an MOU to modernize the U.S. shipbuilding industry through digital twins and automation, aiming to enhance efficiency, reduce costs, and minimize risks;

➁ The partnership integrates HD Hyundai's shipbuilding expertise with Siemens' digital platforms to optimize design, assembly, and production processes;

➂ Collaborative training programs with U.S. universities and Siemens’ facilities will cultivate specialized talent, while joint initiatives with companies like HII and ECO strengthen local partnerships.

1 day ago

➀ GS Caltex held its 3rd DT Day under the theme 'Way of Work, AI,' showcasing over 20 digital and AI innovation cases, including in-house AI-driven content creation, automated contract review systems, and a digital platform for equipment management.

➁ Key initiatives included the Production Division's 'Asset lus' platform for integrated facility management and the S&T Division's AI-based systems for improving operational efficiency and decision accuracy.

➂ CEO Huh Se-hong emphasized AI as a transformative 'new colleague' to enhance decision-making and collaborative workflows, aiming to build a smarter and more human-centric organizational culture.

1 day ago

ARC Raiders, launched on October 30th, has already exceeded 295K concurrent players on Steam. The game is praised for its stunning visuals, smooth cross-platform performance, and well-crafted third-person extraction shooter gameplay. Despite some critiques regarding the core gameplay loop and limited rewards in PvP, the game offers a free battle pass and a rich single-player story. It is also available on PlayStation 5 and Xbox Series S/X, with reasonable PC system requirements.

Multiplayer
1 day ago

➀ Microsoft is testing a feature in its Insider Preview builds that allows audio to be shared between two separate Bluetooth LE audio devices.

➁ This feature enables two Bluetooth audio accessories to play back the exact same audio stream simultaneously.

➂ The feature is currently only supported on specific systems with Snapdragon processors and Bluetooth devices that support the newer LE Audio standard.

Windows 11

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