Core Points - Intermap Technologies Corporation held its annual general meeting on June 26, 2025, with 27,270,817 Class A common shares represented, accounting for 45.93% of total shares outstanding [1] - Shareholders voted in favor of all business items, including the election of directors and the appointment of MNP LLP as auditors [2] Election of Directors - Patrick A. Blott was elected with 18,579,224 votes for (96.38%) and 698,190 votes withheld [3] - Philippe Frappier received 18,696,326 votes for (96.99%) and 581,088 votes withheld [3] - John (Jack) Hild was elected with 18,694,826 votes for (96.98%) and 582,588 votes withheld [3] - Jordan Tongalson also received 18,696,326 votes for (96.99%) and 581,088 votes withheld [3] Appointment of Auditors - MNP LLP was appointed as auditors with 26,566,313 votes for (97.42%) and 704,504 votes withheld (2.58%) [3] Company Overview - Intermap Technologies, founded in 1997 and headquartered in Denver, Colorado, specializes in geospatial intelligence solutions, focusing on 3D terrain data and high-resolution thematic models [4] - The company utilizes scientific analysis, patented sensors, and processing technology to provide multi-source datasets for geospatial intelligence integration [4] - Applications of Intermap's products include defense, aviation, insurance, disaster mitigation, environmental planning, and more [4]

AI Engineering Career Development - Identifies 10 GitHub repositories for building a career in AI engineering [1] - Highlights a 100% free roadmap for AI engineering [1] Key Areas in AI/ML - Covers basics of AI/ML [1] - Includes neural networks [1] - Focuses on research paper implementations [1] - Addresses MLOps [1] - Encompasses LLMs/RAG/Agents [1]

Core Viewpoint - Bank of America Securities maintains a Neutral rating on Micron Technology despite strong earnings and positive guidance due to muted demand in the PC and phone markets affecting memory chip pricing [1] Financial Performance - Micron reported third-quarter revenue of $9.3 billion, a 16% increase, surpassing the consensus estimate of $8.87 billion [2] - The company achieved adjusted earnings of $1.91 per share, exceeding analyst expectations of $1.60 per share [2] - For the fourth quarter, Micron expects revenue of $10.7 billion, plus or minus $300 million, compared to estimates of $9.88 billion, and anticipates adjusted earnings of $2.50 per share, plus or minus 15 cents, against estimates of $2.01 per share [3] Market Position and Product Outlook - Micron is the last remaining pure-play U.S.-based memory company and the third-largest supplier of memory chips, including DRAM and NAND [4] - The company supports trends in artificial intelligence, 5G, machine learning, and autonomous vehicles, with an improved outlook for DRAM and a ramp in High Bandwidth Memory (HBM) [4] Gross Margin and Inventory Management - Micron expects a fiscal fourth-quarter gross margin of 42.0%, up from the guided 36.5% in the fiscal third quarter, attributed to a strong pricing environment and better product mix [5] - Management anticipates exiting fiscal 2025 with tight DRAM inventories and significantly reduced NAND inventories, aiming for overall company inventory near the target 120-day level [6] AI and HBM Opportunities - Micron's HBM opportunities are expanding, with shipments of HBM3e 12-high to four customers, and a projected market share of 20-25% in the $35 billion Total Addressable Market for calendar 2025, potentially reaching $2.4-2.5 billion by the end of the fiscal first quarter [7] Future Projections - The analyst raised sales estimates for calendar years 2025-2027 by 4-6% and EPS by 13-23%, but reiterated a Neutral rating due to uncertain NAND pricing and ongoing cost headwinds affecting gross margins into calendar 2026 [8] - Projected fourth-quarter sales are now $10.71 billion (previously $9.83 billion) and adjusted EPS of $2.50 (previously $1.82) [8]

Core Insights - BluSky AI Inc. is developing modular AI data center infrastructure to meet the growing compute demands of artificial intelligence and high-performance computing [2][4] - The company's flagship product, SkyMod data centers, are designed for rapid deployment and energy efficiency, allowing clients to lower costs and complexity [2][3] - BluSky AI aims to fill a significant gap in the AI ecosystem by providing scalable, rapidly deployable compute solutions [4] Company Overview - BluSky AI is headquartered in Salt Lake City, Utah, and focuses on innovative and sustainable infrastructure solutions for the AI sector [6] - The company plans to address the global AI supply shortage with turnkey modular solutions across multiple locations [6] Market Position - North America accounts for over 40% of the $347.6 billion global data center market, with U.S. demand expected to grow at a double-digit rate [4] - BluSky AI's modular, GPU-centric approach positions it well to scale with market demand [4] Strategic Partnership - BluSky AI has selected IBN to lead its corporate communications, leveraging IBN's extensive distribution network to enhance visibility among investors and the public [5][6] - IBN has over 19 years of experience and a large audience, which will help BluSky AI reach a broader market [6]

Core Insights - One Stop Systems, Inc. (OSS) has received a third order worth $340,000 from a leading defense contractor in Asia for autonomous maritime applications, indicating a shift from system development to production deployment [1][2] - OSS anticipates approximately $4 million in cumulative sales from 2026 to 2029 due to the expected expansion of unmanned surface vehicle (USV) production [2] - The company’s rugged computing technology is designed to convert manned patrol boats into autonomous vessels, supporting various mission profiles in defense and maritime security [3] Company Overview - OSS specializes in rugged Enterprise Class computing solutions for AI, machine learning, and sensor processing, catering to demanding environments [6][8] - The company’s product offerings include ruggedized servers, compute accelerators, and storage solutions, utilized across multiple industries including defense, autonomous trucking, and farming [7] - OSS's technology addresses the entire AI workflow, providing high-speed data acquisition and deep learning capabilities, positioning the company as a leader in the edge computing market [8] Product Details - OSS is supplying 16 rugged 3U Gen 5 Short Depth Servers and redundant ethernet switches for high-speed data processing from over 30 cameras, designed to operate reliably in extreme temperatures [4] - The systems are integral to the USV's computer vision and autonomous navigation, enhancing operational capabilities in complex marine environments [4] Strategic Positioning - The CEO of OSS highlighted the importance of the partnership with the defense contractor, emphasizing the transition to production and the long-term value of this relationship [5] - OSS aims to embed its PCIe/Switch Fabric technology throughout the lifecycle of defense programs, aligning with how global defense contractors manage critical projects [5]

Core Insights - Diginex Limited has been included in the S&P Global Broad Market Index (BMI), effective June 22, 2025, marking a significant milestone for the company [1][2][3] Company Overview - Diginex Limited is a leading provider of Sustainability RegTech solutions, focusing on streamlining ESG, climate, and supply chain data collection and reporting [5] - The company utilizes advanced technologies such as blockchain, AI, and machine learning to enhance transparency in corporate regulatory reporting and sustainable finance [5] S&P Global BMI Inclusion - The S&P Global BMI is a comprehensive equity benchmark that includes over 14,000 companies from developed and emerging markets, indicating Diginex's compliance with standards of market capitalization, liquidity, and public float adjustment [2][4] - Inclusion in the S&P Global BMI is expected to enhance Diginex's visibility among institutional investors and broaden its shareholder base, potentially improving trading liquidity and supporting long-term growth [3][2] Product and Service Offerings - Diginex's award-winning diginexESG platform supports 17 global frameworks, including GRI, SASB, and TCFD, providing clients with comprehensive ESG reporting solutions [6] - The platform offers end-to-end support, including materiality assessments, data management, stakeholder engagement, and report generation [6]

AI Engineering Roadmap - The roadmap emphasizes the progression towards Large Language Models (LLMs), Natural Language Processing (NLP), and AI agents [2] - The roadmap suggests exploring Computer Vision (CV) and Reinforcement Learning (RL) as equally valuable paths for AI engineers [2] Resources for AI Development - The roadmap provides links to resources for Machine Learning (ML) and AI beginners [3] - The roadmap includes resources for hands-on experience with LLMs and advanced Retrieval Augmented Generation (RAG) techniques [3] - The roadmap offers resources for building AI agents, from beginner level to production-ready [3] - The roadmap links to a hub for AI engineering resources [3]

[Applause] Hey everybody, my name is Andre Mai and you guys might know me from this viral clip from graduation. Today I want to let you guys know what was actually on my computer screen. Ready.One, two, three. I'm a computational systems biology student at UCLA and I had two finals. One was due at 5:00 p.m. and the other one was due at midnight. And with my graduation ceremony at 3 p.m. , I just knew I had to lock in. For example, I was wrapping up all the documentation that I've ever for my machine learnin ...

Core Insights - Amphenol (APH) and Bel Fuse (BELFB) are prominent manufacturers of electrical and electronic products, with Amphenol focusing on connectors, interconnect systems, antennas, and cables, while Bel Fuse offers products that power, protect, and connect electronic circuits [1][2] Market Overview - The global electronic components market was valued at $393.63 billion in 2024 and is projected to grow to $847.88 billion by 2032, with a CAGR of 10.3% from 2025 to 2032, presenting significant growth opportunities for both companies [3] Amphenol (APH) Analysis - Amphenol's diversified business model reduces volatility across end markets and geographies, with strong demand in commercial aerospace and defense driving growth [4] - The company anticipates high-single-digit sequential sales growth in Q2 2025, supported by demand for jetliners and next-gen aircraft [4] - The increasing use of AI and machine learning is expected to enhance APH's long-term prospects in the IT datacom market [5] - Acquisitions have bolstered APH's product offerings, contributing 8% to 2024 revenues, with notable acquisitions including CIT and Lutze [6][7] - APH's acquisition of CommScope's Andrew business is projected to add approximately $0.09 to earnings in 2025, while the LifeSync acquisition enhances its medical interconnect product range [7] Bel Fuse (BELFB) Analysis - Bel Fuse also benefits from a diversified business model, with a backlog of orders reaching $395.7 million, up 4% sequentially, driven by strength in aerospace, defense, space, and AI [8] - However, Bel Fuse faces challenges from lower sales in the consumer market and elevated costs associated with the Enercon acquisition, impacting revenues [9][10] - The company is implementing cost-saving initiatives expected to materialize over the next 12 to 18 months [11] Stock Performance and Valuation - Year-to-date, APH shares have increased by 37.9%, outperforming BELFB's 12.1% rise [12] - Valuation metrics indicate APH shares are overvalued with a Value Score of D, while BELFB shares are considered cheap with a Value Score of B [15] - APH's forward 12-month Price/Sales ratio stands at 5.58X, significantly higher than BELFB's 1.82X [18] Earnings Estimates - The Zacks Consensus Estimate for APH's 2025 earnings is $2.68 per share, reflecting a 41.8% year-over-year increase [19] - For Bel Fuse, the consensus estimate for 2025 earnings is $6.05 per share, indicating an 84.45% year-over-year increase [20] Investment Outlook - Amphenol is viewed as a stronger investment option compared to Bel Fuse, benefiting from acquisitions and solid cash flow, while Bel Fuse is facing tariff-related challenges [21] - Amphenol holds a Zacks Rank 2 (Buy), while Bel Fuse has a Zacks Rank 3 (Hold) [22]

Oh, it's a great question. Um, you know, I'm trying to think what do I tell my kids to go to school for. What what should they do.The short answer is I don't know. But what I speculate, anything machine learning, AI, large language models. What happened is back in the day, you were competing over Java, Python coders.They'd come in and you they they were preaching top dollar. Whatever they wanted, you had to give it to them. Now, with AI, it will code in any language you want.And so, you can be much more uh ...