In the meantime, it's time for a power check where we walk you through some of the big stock stories catching our collective eyes. And today, it's three companies reporting their earnings this week. They are internet security company PaloAlto, cosmetics firm Estee Lauder, and river cruise company Vikings.Now, PaloAlto Network's numbers come out Tuesday, Viking Holdings later in the week, and Estee Lauder as well. Joining us now to talk about how you should be trading these names if at all going into the pri ...

Financial Performance - B2 Cloud Storage revenue grew by 29% year-over-year in Q2 2025 [11, 19, 33], reaching $19.8 million [42] - Total company revenue reached $36.3 million in Q2 2025, representing a 16% year-over-year growth [42] - Adjusted EBITDA margin was 18% in Q2 2025, doubling compared to the previous year [33, 61] - The company is targeting 30%+ B2 growth in Q4 2025 [34] - Adjusted Free Cash Flow margin improved to -11% in Q2 2025 [62] Strategic Initiatives and Growth Drivers - AI is a significant growth driver, with a 70% increase in AI customer count year-over-year [28] and a 40x growth in data stored by AI customers [28] - The company secured a new $20 million line of credit [33] - A stock buyback program of up to $10 million was approved [33, 49, 50] - The company launched new cyber security features, including Anomaly Alerts, Enterprise Web Console, and Bucket Access Logs [16] Customer Success - The company highlighted a B2 Overdrive customer win with a Generative AI Video Company [21] - The company closed a six-figure deal with a hyperscaler displacement customer [24] - The number of customers with ARR above $50,000 increased by 30% year-over-year, reaching 150 [19, 20]

Core Viewpoint - The article discusses the severe impact of a ransomware attack on Einhaus Group, a German mobile repair giant, leading to operational paralysis and financial distress, ultimately resulting in bankruptcy proceedings for its subsidiaries [1][10]. Group 1: Incident Overview - In March 2023, Einhaus Group experienced a ransomware attack by the notorious hacker group "Royal," which encrypted all internal systems, halting business operations [3][4]. - The hackers demanded a ransom of approximately $230,000 in Bitcoin, threatening to permanently delete all data if not paid [4]. Group 2: Immediate Consequences - Following the attack, Einhaus Group faced a complete operational shutdown, leading to significant customer loss and financial damage, with direct losses estimated in the millions of euros [5][6]. - The company had to resort to manual processing of claims and customer inquiries due to the system failure, severely affecting service quality and customer satisfaction [5][6]. Group 3: Recovery Efforts - To mitigate the crisis, Einhaus Group made drastic cuts, reducing its workforce from around 170 employees to just 8 core staff members responsible for all remaining operations [6]. - The company sold its headquarters to alleviate cash flow issues and liquidated capital investments to buy time, but these measures were insufficient to reverse the downward trend [7][8]. Group 4: Legal and Financial Implications - German authorities arrested three suspects linked to the attack and seized cryptocurrency assets, including those believed to be from the ransom payment, but the funds could not be returned to Einhaus Group due to ongoing investigations [9][10]. - The inability to recover the ransom funds effectively ended the company's hopes for restructuring and recovery, leading to bankruptcy proceedings for its subsidiaries [10]. Group 5: Industry Context - The incident highlights a growing trend where companies reliant on digital systems face existential threats from cyberattacks, emphasizing the need for robust cybersecurity measures and strategic resource allocation [11].

Core Problem & Solution - Fable Security addresses the critical issue of human error in cybersecurity, which is a leading cause of breaches, especially with the rise of AI-driven attacks [2][3] - Fable Security offers an AI-first human risk platform that understands human vulnerabilities and deploys personalized behavioral interventions to reduce human errors and improve overall organizational security [3][10] - The company shifts the focus from traditional security awareness training to human risk management, providing more relevant and effective protection for employees [5][7] Product & Technology - Fable Security uses AI to understand customer risk at scale and deliver personalized interventions to end-users, addressing specific organizational hot pockets [10] - The platform proactively briefs campaign staffers on the latest breaches and ensures devices are up-to-date, preventing iOS and Android attacks [11] - Fable is constantly monitoring the latest attack techniques, even before security teams have the tools to spot them [5] Customer Impact & Adoption - Fable Security protects enterprises across various sectors, including financial services, healthcare, technology, logistics, manufacturing, and energy [9] - Customers have observed radical results compared to traditional security awareness programs, with employees demonstrating less repeat offending behavior, such as clicking on fewer links and downloading fewer attachments [9][10] - The Democratic National Committee (DNC) used Fable to proactively brief campaign staffers and secure their devices during the election [11] Investment & Growth - Fable Security raised $31 million in its first year [13] - The company is planning to scale the team significantly [14] - Fable offers a unique opportunity for AI developers to apply their knowledge to solve the challenging problem of understanding and influencing human behavior for the better [14]

Financial Performance - Q2 2025 revenue was $15 million, with a gross profit of $4.8 million (31.9% of revenues), resulting in an operating loss of $2.4 million (negative 15.7% of revenues) and a net loss of $2 million (negative 13.1% of revenues)[26] - H1 2025 revenue reached $29.4 million, with a gross profit of $9.1 million (31.1% of revenues), leading to an operating loss of $4.8 million (negative 16.2% of revenues) and a net loss of $4.1 million (negative 13.8% of revenues)[27] - The company holds $79.7 million in cash and cash equivalents and boasts a strong balance sheet with $121.7 million in stockholders' equity[28] - The company's working capital stands at $100.5 million[28] Strategic Focus - The company aims to achieve an EPS of $3+ as revenues return to the $150-160 million range[14] - The company plans to secure 7-9 new Design Wins (DWs) annually[14] - The company is targeting double-digit annual growth rates starting in 2026[14] Market and Customer Base - The company has a large global customer base with 200+ customers and 400+ active Design Wins[7] - North America accounts for 74% of the company's last twelve-month revenues[12, 13] - EMEA represents 16% of the company's last twelve-month revenues[12, 13] - APAC contributes 8% of the company's last twelve-month revenues[12, 13]

Security Breach & Response - Cyber security company inadvertently hired a North Korean IT worker using a stolen US identity [1] - IT security detected a password-stealing Trojan trying to be installed within 10-15 minutes of the employee turning on the laptop [2] - The company locked down the laptop within 31 minutes of detection, preventing any further action [3] Hiring & Verification Process - The company conducted phone interviews that went well and requested credentials for background verification [1][2] - The new employee provided weird excuses that didn't make sense [3]

Core Problem & Solution - Fable Security targets reducing human errors, a leading cause of breaches, with an AI-first human risk platform [2][3] - The platform understands human vulnerabilities and uses AI to deploy personalized behavioral interventions to improve organizational security [3][10] - Fable shifts from security awareness training to human risk management, addressing the ineffectiveness of traditional methods [5][7] AI's Impact on Threat Landscape - Attackers are using AI to create hyper-realistic social engineering attacks, making them harder to detect [3][4] - Fable focuses on identifying and neutralizing these new attack techniques before traditional security measures can [5] Customer Adoption & Results - Fable protects enterprises across various sectors, including financial services, healthcare, technology, logistics, manufacturing, and energy [9] - Customers have observed radical results compared to traditional security awareness programs, with employees committing fewer repeat offenses [9][10] - Examples include proactively briefing employees to prevent ransomware attacks and protecting the Democratic National Committee during elections [11][12] Company Growth & Opportunity - Fable has raised $31 million in its first year [14] - The company is scaling its team and offers an opportunity to apply AI to understand and influence human behavior for the better [15]

Cybersecurity Vulnerability - Microsoft's SharePoint, a widely used data management application, is vulnerable to hackers, potentially affecting tens of thousands of businesses [1][2] - The U S Cybersecurity and Infrastructure Security Agency issued a warning about Microsoft's vulnerabilities, marking another instance of government scrutiny [3] - The vulnerability primarily affects customers using SharePoint on-premise who may not have updated to the cloud [4] - Microsoft has released instructions for patching the system and addressing potential impacts [5] Potential Impact - Hacked SharePoint systems could allow hackers to access files, teams, and emails, potentially causing customers to reconsider using Microsoft security products [4] - The cybersecurity issue arises approximately one year after a previous incident involving CrowdStrike, adding to the pressure on Microsoft's Cyber Security Division [2] - Microsoft's upcoming earnings report is expected to include questions about the potential impact of this vulnerability on customer behavior [5]

Core Insights - Fundstrat Granny Shots US Large Cap ETF (GRNY) has quickly gained popularity, reaching $1.5 billion in assets under management within eight months of its launch, outperforming many peers and benchmarks [2][3] - The fund has delivered a return of approximately 14% this year, placing it in the top three percent of its category, which includes nearly 1,400 funds [1] - The investment strategy focuses on stocks that align with multiple key themes, such as energy, cybersecurity, and AI, which enhances the likelihood of consistent performance [4][5] Performance Metrics - Since inception, the fund has outperformed the MSCI USA Large Cap Index by 13.7% compared to 7.8% [1] - The fund's disciplined, rules-based approach aims to provide consistent results over time, with a portfolio of about 35 S&P 500 stocks rebalanced every three months [5][6] - The fund has an expense ratio of 0.75% [7] Investment Strategy - The "granny shot" strategy refers to selecting stocks that fall under multiple investment themes, improving the chances of outperformance amid changing market conditions [4][6] - Key holdings include Robinhood, Oracle, and Advanced Micro Devices, which are selected based on their alignment with long-term trends and earnings growth [5][6] - The thematic approach is designed to resonate with investors, as it focuses on enduring story arcs that can lead to sustained outperformance [6][7]

AI发展与应用 - AI可以将梦想或想法变为现实，为内容创作（如图像、视频、音乐等）提供支持，并已应用于幻灯片制作等日常工作中 [5][7][8] - 行业内对AI的应用包括医疗保健领域更快速、更精确的诊断（速度快4倍，准确率提升30%），工业领域预测性维护减少停机时间（减少高达40%），以及自动驾驶汽车等 [12] - 聊天机器人（如ChatGPT）可以作为个人助理，以较低的成本（每月低于25美元）提供全天候支持，协助项目工作 [9] - 目前ChatGPT每1.5秒收到一个请求，相当于每天约57 million个请求，反映了AI驱动决策的普及 [25] AI伦理与安全 - 行业内网络安全是首要支出领域，占比70%，其次是自动化，AI位列第三，表明在AI发展的同时，安全问题日益受到重视 [27] - 强调负责任的AI的重要性，包括伦理、安全和公平，以应对潜在的风险，如机器人或无人机被黑客攻击 [27] - 随着AI系统掌握用户数据，包括恐惧和秘密，数据安全和隐私保护成为重要议题 [26] - 呼吁重视AI时代的情感、共情，避免过度依赖机器导致失去自我 [20][11] 未来展望 - 未来一代将在数字世界中成长，更快地适应技术，因此正确引导和教育他们负责任地使用技术至关重要 [16][18][19] - 鼓励人们记录下任何想法，因为在当今技术下，任何想法都有可能成为现实 [30] - AI的未来是人与机器的协作，而非对抗，共同创造一个更美好的世界 [28][29]