➀ Ollie Jones emphasizes customer focus at Sondrel, ensuring high-quality personal service in custom chip delivery; ➁ Sondrel expands into the American market after establishing a strong reputation in Europe and Israel; ➂ The company differentiates itself by providing tailored services for complex chip designs.

➀ Cyber Monday on Amazon offers significant discounts on PC gaming items; ➁ AMD Ryzen 7 5700X CPU is 59% off; ➂ Gaming monitors up to 48% off

➀ The Australian Senate has passed a law banning under 16-year-olds from using social media platforms like TikTok and Instagram; ➁ The law requires platforms to implement age verification; ➂ The government plans to use biometric and behavioral data for age verification trials.

1. CrowdStrike reported better-than-expected earnings for the October quarter, surpassing both top and bottom-line estimates. 2. The company's subscription revenue growth was solid, and it generated strong free cash flow. 3. The stock is now trading significantly above the 3-year average P/S ratio, leading to an unattractive risk profile.

1. Allot, a leader in deep network intelligence technology, has transformed into a cybersecurity company with a new SECaaS product line. 2. Major telecom clients like Vodafone and Verizon are driving SECaaS adoption, with significant opportunities still untapped. 3. Allot is cash flow positive and could achieve 10x returns by 2028.

1. CrowdStrike's strong growth and resilience are notable, but the risk-reward balance is too tight at a 57x forward free cash flow. 2. Despite high retention rates and solid fundamentals, margin pressures and global outage issues pose risks. 3. Analysts' revenue growth expectations for fiscal 2026 seem conservative, requiring flawless execution to justify the current valuation. 4. The author prefers SentinelOne over CrowdStrike due to the latter's high valuation and potential growth challenges.

➀ The rise of generative AI, humanoid and service robots; ➁ AI notebooks and servers becoming mainstream; ➂ Advancements in advanced processes and CoWoS; ➃ Enhanced cybersecurity defenses and threat detection; ➄ AMOLED expansion in consumer electronics; ➅ Miniaturization and low-cost production of CubeSats; ➆ Modular end-to-end model production and Level 4 robotaxi commercialization; ➇ EVs and AI data centers driving battery and energy storage innovations.

➀ Pantherun, a cybersecurity innovator, has developed a keyless encryption system that uses AI to generate keys, enhancing AES network security; ➁ The system eliminates the need for key exchange, reducing network vulnerabilities and enhancing data security; ➂ Pantherun's technology is being explored for applications in automotive, industrial, and military sectors, as well as smartphone encryption and AI laptops.

➀ Scammers in Switzerland are using fake letters with QR codes to trick people into downloading a fraudulent 'Severe Weather Warning App'; ➁ The app mimics the official Alertswiss app and contains the Copper trojan malware; ➂ Swiss authorities are investigating the extent of the scam.

➀ Michael Domberg takes over as the new head of the Scientific Service department at the Cyber Agency on October 1, 2024; ➁ Domberg brings a strong background in IT security and military service, with a focus on strategic intelligence; ➂ He aims to further professionalize and standardize the processes of the Cyber Agency and promote employee development.

➀ Virgin Media O2 introduces AI Granny Daisy to combat phone scammers; ➁ The AI impersonates a confused grandmother to waste scammers' time; ➂ Daisy is designed to keep scammers on the line, preventing them from targeting real victims.

➀ The Russian government is considering banning S.T.A.L.K.E.R. 2; ➁ Players in Russia could face criminal charges for playing the game; ➂ The game's content and the developers' support for Ukraine's military are under evaluation.

➀ The University of Siegen will host two major international conferences, CARV and MCPC 2025, focusing on future industrial challenges such as handling global disruptions in production and supply chains and developing intelligent systems for customized product manufacturing. ➁ The conferences will take place from September 9 to 12, 2025, with experts from around the world expected to discuss current developments and future challenges under the theme 'New Paradigms for Anticipated Uncertainty'. ➂ The two conferences, CARV and MCPC, will address complementary topics: CARV on agile and reconfigurable production systems and sustainable manufacturing processes, and MCPC on the use of digital technologies and product personalization through individual mass production.

1. Since Nikesh Arora became CEO in 2018, Palo Alto Networks has transformed from a hardware firewall company to a comprehensive cybersecurity platform. 2. Arora's platformization strategy consolidates 30-40 cybersecurity tools, enhancing security through better integration between tools. 3. Although platformization hurts the company's short-term results, its long-term revenue growth and profitability potential have risen.

➀ ATHENE Research Center has published a whitepaper to assist companies with the technical implementation of the EU Cyber Resilience Act (CRA); ➁ The whitepaper provides practical guidance and specific action recommendations for manufacturers and retailers of connected products; ➂ It discusses handling vulnerabilities, automated creation of software bill of materials (SBOMs), and integrating security tests into the development process.

➀ The CHERI Alliance has been launched by a group of founding members including Chevin Technology, Google, and others to establish CHERI as a new standard for memory safety and software compartmentalization. ➁ The alliance aims to protect against memory-related vulnerabilities, which account for about 70% of cyberattack vulnerabilities. ➂ CHERI technology, developed since 2010, offers protection against memory safety issues like buffer overflows and heap use-after-free vulnerabilities.

1. Fortinet's stock has surged 57.76% since January, driven by strong management, scalable products, and successful market penetration; 2. Q3 earnings show a 6.1% YoY growth in billings, indicating future sales growth; 3. Fortinet's unified platform, FortiOS, creates high switching costs and pricing power, enhancing customer lifetime value.

➀ Windows 11 24H2 is causing apps like Microsoft Office to hang or crash; ➁ The issue is linked to policy settings involving the CrowdStrike Falcon sensor; ➂ CrowdStrike has confirmed the issue is Windows-related and not related to its software.

➀ Introducing the Elegoo Neptune 4 Pro 3D printer at an affordable price; ➁ Review highlights fast print speeds and excellent quality; ➂ Special discount available on Elegoo's website

➀ Authorities confirm 500,000 people's data was stolen in a recent hack; ➁ The City of Columbus, Ohio, confirms a ransomware attack by Rhysida, affecting at least 500,000 people; ➂ Stolen data includes personal information such as names, birth dates, addresses, and bank information.