RT Ansem (@blknoiz06)Robinhood vs. Hyperliquid is gonna be primetime television next five years or soone needs to figure out crypto perpsone needs to figure out stocks + options ...

The answer is always in the charts lads. When a coin pumps mysteriously, there's a reason. ...

Core Insights - The TJX Companies, Inc. reported a slight year-over-year decline in first-quarter fiscal 2026 earnings, with EPS at 92 cents, but this was above internal expectations. The company maintains its full-year EPS guidance of $4.34 to $4.43, indicating a projected growth of 2-4% over the previous year's EPS of $4.26 [1][7] Financial Performance - The decline in EPS was attributed to a 50-basis-point contraction in gross margin due to unfavorable inventory hedge adjustments, alongside a 20-basis-point increase in SG&A expenses driven by higher wage and payroll costs. Interest income also negatively impacted pre-tax margin by 20 basis points due to lower cash balances and interest rates [1][7] - Management believes that much of the margin pressure is front-loaded, with expectations that mitigation efforts such as expense controls and productivity initiatives will take effect in the second half of the fiscal year [2][3] Comparative Analysis - In contrast to TJX, Burlington Stores reported an 18% increase in adjusted EPS to $1.67 in the first quarter of fiscal 2025, despite flat comparable store sales, attributed to favorable timing of merchandise receipts and early cost-saving initiatives. Burlington maintained its full-year adjusted earnings guidance of $8.70 to $9.30 [4] - Dollar General also reported a 7.9% increase in EPS to $1.78 in the first quarter of fiscal 2025, focusing on inventory control and margin improvement. The company raised the lower end of its full-year EPS guidance to a range of $5.20 to $5.80 [5] Market Performance - TJX shares have decreased by 3.9% over the past month, slightly better than the industry average decline of 4.5% [6] - The forward price-to-earnings ratio for TJX is 26.52X, which is lower than the industry average of 32.3X, indicating a potentially favorable valuation [9] Future Estimates - The Zacks Consensus Estimate for TJX's current fiscal-year sales and EPS implies year-over-year growth of 4.4% and 4.7%, respectively [10] - For the upcoming quarters, the consensus estimates suggest a year-over-year growth of 4.55% for the current quarter and 4.27% for the next quarter [12]

Market Performance - In the first half of 2025, major A-share indices saw an overall increase, with the Shanghai Composite Index rising by 2.76% and the North Star 50 Index surging by 39.45%, reaching a historical high [1] - The market experienced structural opportunities, with themes such as DeepSeek, humanoid robots, and innovative drugs gaining significant attention from investors [1] Fund Issuance Trends - The public fund industry saw a total of 663 new funds established in the first half of 2025, a year-on-year increase of 6.25%, although the total issuance volume decreased by 20.18% to 5,267.68 million units [1] - Stock funds showed a remarkable recovery, with the number of new stock funds increasing by 67.5% and issuance volume rising by 180.2% compared to the previous year [3] - Index products, particularly ETFs and enhanced index funds, contributed significantly to the growth in stock fund issuance [3][4] Fund Types and Performance - In the first half of 2025, 483 new pure index stock funds were established, with a total issuance of 1,445.84 million units, making them the top category in terms of new fund issuance [2] - Despite the strong performance of stock funds, bond funds still led in total issuance volume, with 2,469.98 million units issued [2] - The issuance of mixed funds decreased by 22.7% in number but increased by 17.5% in volume, indicating a mixed performance across fund types [3] Innovative Products and Market Dynamics - The issuance of innovative public fund products, such as FOFs and REITs, showed significant growth, with FOFs reaching an issuance scale of 327.52 million units, over five times that of the previous year [6] - The market is witnessing a shift towards active equity funds, driven by improved performance and investor interest, particularly in technology themes [8] - Fund companies are diversifying their product offerings, focusing on broad-based ETFs, technology themes, and dividend themes to cater to varying investor needs [9][10]

Core Insights - Amazon Web Services (AWS) is positioned as a leader in cloud computing, providing over 200 types of cloud services across 245 countries and regions, significantly aiding SaaS companies in their international expansion and innovation efforts [3] Group 1: Compliance and Security - The primary challenge for SaaS companies in international markets is ensuring compliance with global service platform regulations, which includes data cross-border transmission, continuous security monitoring, and legal risk assessment [1] - AWS's "shared responsibility model" clarifies the security and compliance responsibilities between cloud service providers and customers, offering clear compliance guidance for SaaS enterprises [1] - AWS provides a multi-layered security mechanism, from identity management to compliance certification, helping SaaS companies meet various legal and regulatory requirements [1] Group 2: Modern Platform Architecture - Emphasis is placed on agile innovation, system resilience, and cost efficiency optimization as critical factors for SaaS companies [1] - AWS recommends platform engineering practices based on DevOps principles to break down barriers between development, operations, and business, standardizing and automating business processes [1] - Tools such as Amazon EKS and CodePipeline are highlighted as means for SaaS companies to quickly establish internal development platforms, enhancing development efficiency and accelerating product innovation [1] Group 3: AI Empowerment - AWS offers a comprehensive suite of AI products and services, including data lakes, the Bedrock model management platform, AI agents, and multi-agent collaboration frameworks, supporting SaaS companies throughout the AI application process [2] - The Nova series of large models, which include text and image understanding models, content generation models, and the latest voice dialogue model Nova Sonic, provide robust AI capabilities for SaaS companies [2] - AWS's collaborative approach with clients in AI application development accelerates the implementation of AI technologies, delivering significant commercial value to SaaS enterprises [2]

RT RippleX (@RippleXDev)1/ The XRPL EVM Sidechain is live on mainnet: https://t.co/CJ61aqZvhpAfter years of building with @Peersyst and the XRPL community, devs can now build, port, and deploy cross-chain and EVM-only dApps using XRP as gas, with a direct bridge to the XRPL.Get started 👇 ...

Core Viewpoint - Clearmind Medicine Inc. has achieved a significant milestone by dosing the first participant with its proprietary drug candidate CMND-100 in a Phase I/IIa clinical trial aimed at treating Alcohol Use Disorder (AUD) [1][3]. Group 1: Clinical Trial Details - The Phase I/IIa trial is being conducted at prestigious clinical sites, including Yale School of Medicine, Johns Hopkins University, and medical centers in Israel [2]. - The trial's objectives include evaluating the safety, tolerability, and pharmacokinetic profile of CMND-100, as well as assessing its preliminary efficacy in reducing alcohol cravings and consumption [2][3]. - This trial represents the first time Clearmind's neuroplastogen compound has been administered to humans in a controlled clinical setting [3]. Group 2: Company Overview - Clearmind is a clinical-stage biotech company focused on developing psychedelic-derived therapeutics to address significant health issues, particularly AUD [4]. - The company holds an intellectual property portfolio consisting of nineteen patent families and 31 granted patents, with plans to seek additional patents as necessary [5].

Defense Industry Trends - Increased venture funding for defense startups driven by ongoing conflicts, potentially leading to further innovation [1] - Expectation of a durable trend of increased spending in the defense sector, possibly a continuation of the Cold War or the beginning of World War II [2][3] - NATO member countries are committing to spending 5% of their GDP on defense [3] - Cultural aversion in Silicon Valley towards supporting American defense is diminishing, making the sector more attractive for investment [4] - Market pull for the entire defense supply chain, including startups, is increasing [4][5] Procurement Challenges & Solutions - Both increased overall defense spending and a reallocation towards more efficient, higher-tech defense companies are anticipated [6] - Lengthy procurement cycles (NATO: ~17 years, US DoD: ~7+ years) pose a significant challenge for startups [7] - Efforts are underway to reduce and rationalize procurement cycles to enable startups to participate effectively [8] - Bureaucratic processes and a lack of financial incentives in the military hinder the adoption of innovative solutions from startups [11][12][13][14] Venture Capital & Private Equity Concerns - Illiquidity and lack of distributed capital (DPI) are major crises facing VC and private equity [17][18] - The concept of "private forever" is alarming because the industry depends on long-term liquidity to pay back distributions [20] - Extension of fund lifecycles (from 8 years to 12-15 years) and compression of fees are indicators of the liquidity crisis [21]

SPRING Trial Data Presented at BSG Live’25 Confirms the Clinical Potential of Nebokitug as a First-in-Class Novel Treatment for PSC and Supports Advancement to Phase 3 Treatment with Nebokitug Is Well-Tolerated and Associated with Substantial Improvements in Multiple Fibrotic and Inflammatory Biomarkers that Represent Slowing of PSC Disease Progression TEL AVIV, Israel and GLASGOW, United Kingdom, June 30, 2025 (GLOBE NEWSWIRE) -- Chemomab Therapeutics, Ltd., (Nasdaq: CMMB), a clinical stage biotechnology c ...

Data show that simufilam reduced seizure activity in a preclinical mouse model Presentation also highlights favorable human safety data from 1,929 patient Phase 3 program AUSTIN, Texas, June 30, 2025 (GLOBE NEWSWIRE) -- Cassava Sciences, Inc. (NASDAQ: SAVA, “Cassava”, the “Company”), a clinical-stage biotechnology company focused on developing novel, investigational treatments for central nervous system (CNS) disorders, today announced that the Company presented a poster at the TSC International Research Co ...