2 days ago
1. Okta is a leading cybersecurity firm in identity and access management, trading at a forward P/E of 26; 2. The company reported its 20th consecutive double-beat quarter with strong revenue growth, premium margins, and a loyal customer base; 3. Despite recent market volatility, Okta is undervalued due to its market dominance, high growth, and AI-driven cybersecurity demand, warranting a Buy rating with a $108 price target.
Cybersecurity
2 days ago

➀ The Gigabyte B343-C40-AAJ1 is a 10-node AMD EPYC 4005 (or Ryzen 9000) server housed in a 3U chassis, offering high-density computing with compact design;

➁ The system reduces costs through shared 2kW Titanium power supplies (4 for 10 nodes) and centralized management via two CMC ports, minimizing power and network infrastructure requirements;

➂ It utilizes three OCP NIC 3.0 slots for multi-host networking, enabling resource sharing and further lowering deployment costs.

GigabyteAMD
2 days ago
1. Joby Aviation's stock surged due to a partnership with Nvidia to develop autonomous flight technology using the IGX Thor platform; 2. The company remains focused on certifying piloted aircraft, with autonomous operations still distant; 3. The Q3'25 earnings report will emphasize FAA certification progress, while the recent rally to $17 reflects market hype rather than tangible milestones, warranting a Neutral stock rating.
2 days ago
1. Weekly summary of dividend activities for companies categorized as Dividend Champions, Contenders, and Challengers; 2. Highlights companies that recently changed their dividends and lists those with upcoming ex-dividend and payment dates; 3. Introduces the Dividend Champions list, authored by Justin Law, and notes his affiliations with the Dividend Kings service and personal stock disclosures.
InvestingStock Analysis
2 days ago

➀ The author addresses the recent accident and explains the decision to delay response to avoid misunderstandings.

➁ The company's AI system predicted a battery insulation fault four hours before the accident, but the vehicle was allowed to continue driving with the fault.

➂ The recall decision was made based on the consensus that safety must be zero-tolerant, even if the cost is significant.

Quality Control
2 days ago

➀ BonV Aero develops heavy-lift drones for the Indian Army to address high-altitude logistics challenges, replacing traditional mule transport with 20kg-capacity drones operating up to 5,500 meters.

➁ The company’s drones feature custom propulsion systems, AI-driven predictive maintenance, and computer vision for obstacle detection, designed to withstand extreme Himalayan conditions with fail-safe mechanisms.

➂ Supported by defense partnerships and international investors, BonV Aero plans to expand into commercial transport and passenger-carrying drones, aiming to position India as an aerial mobility innovation hub.

AI
2 days ago

➀ Biocomputers utilize living neurons instead of silicon, offering millionfold energy efficiency and potential for sustainable AI development;

➀ By integrating biological systems with optics and electronics, researchers enable neuron-based computing, though practical applications remain experimental;

➂ Market projections suggest growth to $17 billion by 2032, driven by biocomputing's niche advantages in neural simulations over traditional silicon.

AIHPC
2 days ago

➀ A benchmark listing reveals the Samsung Galaxy Book6 Pro with a next-generation Intel chip, hinting at the future of AI PCs driven by Intel’s Panther Lake architecture.

➁ The Core Ultra 5 338H processor, part of Intel's 3rd generation Core Ultra lineup, is expected to offer powerful graphics and AI capabilities.

➂ The laptop is rumored to come in 14-inch and 16-inch variants, running Windows 11 Pro and featuring significant battery capacity upgrades.

Samsung
3 days ago
1. The Nasdaq 100's dominance is fueled by asset flows and leverage, outpacing broader indexes like SPY and RSP; 2. Current market conditions mirror the dot-com bubble, with high concentration in mega-cap stocks and elevated risks from leverage and retail participation; 3. A 30% rally in QQQ is possible before a potential crash, akin to the 1999-2000 market dynamics driven by momentum and central control.
3 days ago
➀ Nintendo has confirmed that Animal Crossing: New Horizons will receive a Switch 2 upgrade early next year; ➁ The upgrade will be available on January 15th, 2023, bringing improved resolutions and online play for up to 12 players; ➂ The upgrade will cost $5 for those who already own the Switch 1 version, but it will be accompanied by a free major 3.0 update with new content.
NintendoGame Update
3 days ago

YouTube TV subscribers are unable to access Disney-owned channels including ESPN, ESPN2, ABC, and more due to a contract dispute. Google claims Disney is using the blackout as a negotiating tactic, while Disney argues Google is refusing to pay fair rates. YouTube TV subscribers will receive a $20 credit if the blackout extends for an extended period.

3 days ago
➀ Analyzes the evolution and impact of the Call of Duty franchise, focusing on gameplay mechanics, content, and monetization strategies. ➁ Discusses the pros and cons of the live-service model, including cosmetic systems and Battle Passes. ➂ Explores the challenges and opportunities for the upcoming Black Ops 7 in light of the changing market and consumer expectations.
Call of Duty

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