Core Viewpoint - There is a notable disconnect between Wall Street's perception of Qualcomm and its actual performance, suggesting potential investment opportunities as the company shows strong operational results despite a consensus Hold rating from analysts [1][15]. Financial Performance - Qualcomm's diversification into high-growth sectors beyond smartphones is yielding significant financial growth, indicating that the current stock price may not fully reflect its balanced business model [2][16]. - The automotive division has seen a substantial revenue increase of 59% year-over-year, reaching $959 million, driven by the adoption of the Snapdragon Digital Chassis platform [4]. - The Internet of Things (IoT) segment has also emerged as a growth engine, with revenue climbing 27% year-over-year to $1.58 billion, fueled by industrial applications [6]. Future Growth Catalysts - Qualcomm is launching a major push into the personal computer market with its Snapdragon X Elite and X Plus processors, which could significantly enhance future revenue streams [8][9]. - The automotive design-win pipeline exceeds $45 billion, indicating a strong future revenue stream from this segment [5]. Valuation and Dividend - Qualcomm's stock trades at a trailing P/E ratio of approximately 16.50, which is considered attractive compared to the industry average of 57, suggesting a potential undervaluation [12]. - The company offers a dividend yield of 2.20%, supported by a sustainable payout ratio of 36%, providing direct cash returns to shareholders [10][14]. Strategic Outlook - Qualcomm's leadership is focused on reducing dependence on any single customer, particularly in light of potential risks associated with its relationship with Apple [11]. - The company's successful transformation and diversification strategy present a compelling investment case, challenging the current market sentiment [16].

Core Insights - Treasure Global Inc. has formed a strategic partnership with Taxieco New World Limited to enhance grocery logistics for SMEs in Malaysia through real-time tracking and IoT integration [1][2][5] - The collaboration aims to improve operational efficiency and support small business growth while contributing to regional economic development [1][2][4] Company Overview - Treasure Global operates as a leading e-commerce platform in Malaysia, with its subsidiary Tien Ming Distribution focusing on grocery delivery services [1][7] - The company’s flagship product, the ZCITY Super App, has attracted over 2.9 million registered users as of March 2025, positioning it as a key player in the digital economy [7] Industry Context - The online grocery delivery market in Malaysia is projected to reach US$2.50 billion in 2025 and grow to US$4.03 billion by 2030, reflecting a compound annual growth rate (CAGR) of 9.9% [4] - The growth is driven by consumer preferences for fresh, locally sourced products and the demand for convenient, tech-enabled grocery delivery solutions [4]

Core Viewpoint - Lantronix Inc. has entered into a cooperation agreement with Chain of Lakes Investment Fund LLC and other stockholders, leading to the appointment of Jim Auker to the Board of Directors, aimed at enhancing shareholder value [1][2]. Company Overview - Lantronix Inc. is a global leader in compute and connectivity IoT solutions, focusing on high-growth industries such as Smart Cities, Automotive, and Enterprise [3]. - The company's offerings include Intelligent Substations infrastructure, Infotainment systems, and Video Surveillance, along with advanced Out-of-Band Management for Cloud and Edge Computing [3]. Strategic Developments - The cooperation agreement reflects Lantronix's commitment to maximizing shareholder value and includes customary standstill and voting commitments from Chain of Lakes and its representatives [2]. - The appointment of Jim Auker is expected to provide valuable insights and guidance as the company continues to pursue its strategic priorities [2].

Core Insights - Arm Holdings plc (ARM) is positioned at the center of the AI revolution, with its architecture being integral to a wide range of chips used in devices from smartphones to AI applications [1] - The current valuation of ARM, trading at nearly 85X forward 12-month earnings, is significantly higher than the semiconductor industry average of 33X, indicating high expectations that may take time to reflect in financial results [2] Financial Performance - ARM ships over 30 billion chips annually but generates modest revenue, reporting $4 billion in total revenue for fiscal 2024, with $2 billion from royalties, resulting in an average royalty rate of approximately 6.5 cents per chip and overall per-chip revenue of about 13 cents [3][9] - Despite a 28% year-to-date stock surge, earnings estimates for ARM have declined over the past 60 days, highlighting potential concerns about future performance [10][12] Competitive Landscape - NVIDIA and Qualcomm are presented as better-valued alternatives for semiconductor exposure, with NVIDIA trading at a forward P/E of 32 and showing strong revenue growth driven by demand for GPUs, while Qualcomm trades at just 13X forward earnings and has a diversified chip portfolio [5][6] - Both NVIDIA and Qualcomm have demonstrated more effective monetization of their innovations compared to ARM, making them compelling investment options [6]

Xiaomi Corporation June launch event: YU7 pricing in line, upbeat orders to support share price Maintain Rating: BUY | PO: 66.00 HKD | Price: 56.90 HKD YU7 pricing largely in line, initial orders beat SU7's Xiaomi hosted "Human + Car + Home" new product launch event on 26 June. We note the market's key focus is on the pricing of YU7, which is at RMB253.5k/ RMB279.9k/ RMB329.9k for YU7/ YU7 Pro/ YU7 Max. Although the Max version's price is slightly above our estimated range of RMB250-300k, it still has bette ...

Group 1 - Khaveen Investments is a global Investment Advisory Firm serving high-net-worth individuals, corporations, associations, and institutions [1] - The firm offers comprehensive services including market and security research, business valuation, and wealth management [1] - The flagship Macroquantamental Hedge Fund maintains a diversified portfolio across various asset classes, geographies, sectors, and industries [1] Group 2 - Khaveen Investments employs a multifaceted investment approach integrating top-down and bottom-up analysis [1] - The investment strategies include global macro, fundamental, and quantitative approaches [1] - The firm's core expertise focuses on disruptive technologies such as Artificial Intelligence, Cloud Computing, 5G, Autonomous and Electric Vehicles, FinTech, Augmented and Virtual Reality, and the Internet of Things (IoT) [1]

Lantronix Edge Intelligent Gateways and Percepxion Platform to Improve Network Resilience, Reduce Service Disruptions and Cut Operational CostsIRVINE, Calif., June 26, 2025 (GLOBE NEWSWIRE) -- Lantronix Inc. (NASDAQ: LTRX), a global leader of compute and connectivity IoT solutions enabling Edge AI Intelligence, today announced a multi-year agreement with a Tier-1 U.S. mobile network operator to digitally transform the management of more than 50,000 backup power systems across wireless cell sites nationwide. ...

Core Viewpoint - BlackBerry shares surged significantly after the company reported better-than-expected first-quarter financial results and raised its fiscal 2026 sales guidance [1][3]. Financial Performance - BlackBerry reported quarterly earnings of $0.02 per share, surpassing the analyst consensus estimate of $0.00 [1]. - Quarterly revenue reached $121.7 million, exceeding the Street estimate of $112.18 million [1]. - QNX revenue increased by 8% to $57.5 million, while Secure Communications revenue exceeded guidance at $59.5 million [2]. Fiscal Guidance - The company affirmed its fiscal 2026 adjusted EPS guidance of $0.08 to $0.10 [3]. - Fiscal 2026 revenue guidance was raised from $504 million-$534 million to $508 million-$538 million, compared to the $513.51 million estimate [3]. Analyst Reactions - RBC Capital analyst Paul Treiber maintained a Sector Perform rating and slightly increased his price forecast from $3.75 to $4, noting strong revenue from Secure Communications and QNX segments [4]. - Canaccord Genuity analyst Kingsley Crane maintained a Hold rating while modestly increasing the price forecast from $4.25 to $4.60, highlighting strong IoT results [5][6]. Market Outlook - Analysts noted that the raised fiscal 2026 guidance remains conservative due to uncertainties in the automotive sector and broader macroeconomic conditions [5][11]. - A backlog of approximately $865 million in QNX presents significant revenue opportunities, though clarity on timing for revenue recognition remains a concern [9][10]. Strategic Initiatives - The company is positioned for substantial expansion in the general embedded opportunity, which represents 43% of the overall pipeline for Software-Defined Vehicle 8.0 [12]. - Management's tone has improved, indicating a more optimistic outlook for the business compared to the previous year [11].

Key Takeaways VZ to deploy Private 5G in major UK ports, including DP World London Gateway and Ford Dagenham. The network will support AI, IoT, automation and real-time logistics to boost operational efficiency. VZ's customizable B2B 5G solutions offer enhanced security, reduced time to market and revenue growth.Verizon Communications Inc. (VZ) recently secured a multibillion-dollar contract to provide a Private 5G Network along the River Thames Estuary in the United Kingdom – one of the busiest maritime ...

Financial Performance & Growth - Protolabs achieved $504 million in revenue in 2023[6] - The company's Non-GAAP gross margin was 45% in 2023[6] - Adjusted EBITDA reached $83 million in 2023[6] - Protolabs Network revenue experienced a 69% year-over-year growth in constant currencies in 2023[60] - The company's revenue increased by 5% year-over-year, excluding Japan, in 2023[56] Customer Base & Manufacturing - Protolabs has served over 53,000 customer contacts[6,36] - The company has manufactured over 450 million parts to date[6] - Over 85% of Fortune 500 companies in target industries are served by Protolabs[36] - More than 90% of revenue comes from returning customers[44] Market & Outlook - Protolabs operates in a $100 billion+ market[8,14,18] - The company anticipates Q1 2024 revenue between $120 million and $128 million, representing a growth range of -5% to 2% year-over-year[73] - Non-GAAP EPS for Q1 2024 is projected to be between $0.26 and $0.34, indicating a year-over-year growth range of -12% to 15%[73]