RT Mizzy (🀄,♟️) (@mizzytohblaq)@blknoiz06 Decluttering physical space mirrors is exactly how we should approach digital systems too.We should Regularly review what we keep, whether tangible items or code, so it prevents unnecessary accumulation and improves efficiency. 🧹 ...

BREAKING: Tesla says "Cybercab will run on a new platform with 5.5 miles per kWh"⚡️That’s one of the most efficient EV designs ever. HUGE, https://t.co/0MLftRs9CA ...

Whenever people go one direction, I actually want to go the other direction and see where that is. For example, when I was doing my PhD thesis, I wanted to work on power consumption in processor architecture, and honestly, my advisor would look at me like, "Why are we talking about this?" I just thought that that was super important. 15 years later, it received the Test of Time Award saying that was a seminal paper that changed how we think about power in the industry.So my role at AMD is to work in the res ...

It's hard to understand the scale of this journey until you see it up close and in person at one of the connectivity hubs known as central offices. Traffic is aggregated from the different neighborhoods and then on to what it's going to call off for. Think about it as the brains of the network.It gives routing instructions in terms of where the traffic needs to go to based upon the command from your phone, your tablet, your computer. We're talking next to another room that looks sort of like this, but a lit ...

Throughout Madalena’s TEDxYouth@DAA talk, she explores the abstract concept of time, investigating how our lives would look like 'If Only We Had More Time'. She challenges the common idea that "we don't have enough time", accentuating its power. Madalena claims that while the idea of having more time seems attractive in the short run, essentially, in the long-run, having more time would not solve our problems. Ultimately, she argues that the lack of time allows us to (1) work more efficiently, (2) value our ...

[Music] I'm Isis Julian and I'm a senior software engineer at Morning Star and I work on the intelligence engine. Morning Star is a global leader in providing investment research data and analysis and we pride ourselves in empowering investor success by serving transparent, accessible, and reliable investment information. So, with AI gaining increasing popularity nearing the end of 2022 and early 2023, with a scrappy team of just five engineers, we were able to launch our first ever AI research assistant na ...

director of U.S. Equity strategy at Citigroup. Drew, thank you very much for being here right now. What do you make of the market action so far today.I mean, it's not going to get close to getting back what we lost on Friday, but it seems interesting that we do have a bid given escalations in the Middle East. >> Yeah. Look, sometimes markets feel a little bit inhuman at these points, right.Like conflict really isn't good. We all would like to see, you know, relatively peaceful resolutions here. But you know ...

Core Viewpoint - Moody's has affirmed the ratings of BAWAG P.S.K. and changed the outlook on long-term deposit, senior unsecured, and long-term issuer ratings from stable to positive, reflecting the impact of recent acquisitions and improved business performance [1][2]. Group 1: Company Strategy and Performance - The positive outlook indicates the effectiveness of BAWAG Group's strategy focused on sustainable growth, efficiency, and maintaining a secure balance sheet, which has remained unchanged since 2012 [2]. - Recent acquisitions have enhanced the company's business profile, particularly in the DACH/NL region and Retail & SME sectors, contributing to increased profitability [2]. Group 2: Company Overview - BAWAG Group AG is a publicly listed holding company based in Vienna, Austria, serving over 4 million customers across various regions including Austria, Germany, Switzerland, Netherlands, Ireland, the United Kingdom, and the United States [3]. - The company operates under multiple brands and offers a wide range of financial products and services, including savings, payment, lending, leasing, investment, and insurance [3].

Core Viewpoint - Alcoa Corporation (AA) and Constellium SE (CSTM) are key players in the aluminum sector, with high aluminum prices driven by global economic uncertainties and trade tensions, making them relevant for investors in the Zacks Metal Products - Distribution industry [1] Group 1: Industry Overview - Aluminum has gained attractiveness as an investment due to the rising demand for lighter and energy-efficient electric vehicles, recycled aluminum, and rechargeable batteries, alongside a recovery in global air travel boosting demand for aluminum alloys [2] - The demand for aluminum is increasing as industries focus on sustainability and efficiency [2] Group 2: Alcoa Corporation (AA) - Alcoa's Aluminum segment is expected to produce 2.3-2.5 million tonnes in 2025, with shipments anticipated between 2.6-2.8 million tonnes, despite recent challenges [6] - The Alumina segment is benefiting from the popularity of its low-carbon EcoLum primary aluminum, with production expected to be 9.5-9.7 million tonnes and shipments likely at 13.1-13.3 million tonnes in 2025 [7] - Alcoa's strategic actions, including the acquisition of Alumina Limited, aim to enhance its position as a leading bauxite and alumina producer, providing long-term value creation [8] - Alcoa's third-party shipments of alumina declined by 8% in Q1 2025, and total shipments from the Aluminum segment decreased by 5% sequentially [5] Group 3: Constellium SE (CSTM) - Constellium's Packaging & Automotive Rolled Products segment saw a 2% year-over-year increase in shipments to 269,000 metric tons in Q1 2025, with revenues rising 17% to $1.2 billion [9] - Total revenues for Constellium increased by 5% to $2 billion compared to the prior-year quarter, driven by strong demand and higher metal prices [10] - Constellium is investing in its production capacity and recycling capacity in France to leverage its market position [11][12] - The company has a share repurchase program of up to $300 million, with approximately $206 million remaining as of Q1 2025 [13] Group 4: Financial Performance and Estimates - The Zacks Consensus Estimate for Alcoa's 2025 sales implies a year-over-year growth of 4.3%, while EPS estimates indicate a significant increase of 164.4%, although estimates have been trending downward [15] - In contrast, Constellium's 2025 sales and EPS estimates imply year-over-year growth of 7.2% and 184.2%, respectively, with EPS estimates increasing over the past 60 days [16] - Alcoa's shares have lost 32.7% in the past six months, while Constellium's stock has gained 6.6% [18] - Alcoa is trading at a forward P/E ratio of 9.12X, below its three-year median of 14.47X, while Constellium's forward earnings multiple is at 9.54X, close to its median of 9.51X [19] Group 5: Conclusion - Alcoa's strength in electrical and packaging markets is hindered by production constraints and lower shipments, leading to cautious earnings estimates [21] - Constellium's robust performance in the Packaging & Automotive segment, along with growth investments and favorable earnings estimates, positions it as a more attractive investment option compared to Alcoa [22]

Financial Data and Key Metrics Changes - Company reported first quarter sales of $126 million, essentially flat compared to the first quarter of 2024 [5][20] - Adjusted diluted earnings were $0.44 per share, down from $0.47 per share in the same period last year [22][23] - Adjusted gross margin was 37%, up 77 basis points year-over-year [21] Business Line Data and Key Metrics Changes - Diversified end market sales increased by 14% year-over-year, accounting for 53% of overall revenue [5][6] - Medical end market sales rose by 13% compared to the same period in 2024, with a book to bill ratio of 1.3 [6][8] - Aerospace and Defense sales surged by 39% year-over-year, with bookings up 32% [9][10] - Industrial market sales increased by 4% year-over-year, with bookings up 19% [11][12] - Transportation sales decreased by 12% due to market dynamics in China [13][20] Market Data and Key Metrics Changes - Current bookings for the second quarter indicate an improving trend, but there is caution regarding second half demand due to tariffs and geopolitical uncertainty [4][19] - North American light vehicle market is expected to be in the 15 million to 16 million unit range, with potential impacts from tariffs [16][17] Company Strategy and Development Direction - Company is focused on diversification across medical, industrial, aerospace, and defense markets, while progressing in electrification and transportation [3][15] - The strategy includes moving from a component supplier to a supplier of sensors, transducers, and subsystems [10] - Company aims to expand its customer base and range of applications in diversified end markets [15] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in long-term prospects despite near-term tariffs and economic pressures [19][69] - Demand in the medical end market is expected to remain solid, driven by ultrasound and therapeutic volume growth [15] - Aerospace and Defense revenue is anticipated to remain strong due to a healthy backlog and the SideQuest acquisition [15][18] Other Important Information - The company generated $16 million in operating cash flow for the first quarter, with a cash balance of $90 million [23][24] - Long-term debt balance was $87 million, providing good liquidity for strategic acquisitions [24] Q&A Session Summary Question: Booking profile strength in non-transportation business - Management noted strong bookings in diversified markets, particularly in medical therapeutics, but did not observe broad-based pre-buying [29][32] Question: Changes in transportation market assumptions - Management continues to monitor the transportation market but has not factored in any demand drop in guidance [33] Question: Guidance on profit profile for the year - Management indicated an increasing revenue profile throughout the year, supported by SideQuest seasonality and a mix change in diversified markets [34][35] Question: Manufacturing footprint and tariffs - Company has a regional manufacturing footprint with minimal imports from Asia, and is actively discussing pricing strategies with customers [39][41] Question: Margin improvement drivers - Expected margin enhancement is driven by growth in diversified markets, operational efficiency improvements, and currency impacts [64]