September 9, 2025 10:53 PM GMT Meta Platforms Inc | North America $600bn of US Investment? It's in the Model…So What Matters From Here? $600bn of US investment through '28 likely already in base numbers. Focus should remain on engagement and rev benefits from GPU based ML (larger/improving models, Andromeda/GEM expansion, video improvements, etc.). Good news is pipeline here seems long. OW META with 11%/44% upside to base/bull $600bn of US Investment? Already in the Model: Investor questions and (to an exte ...

Group 1 - Protiviti has been recognized on the Fortune Best Workplaces in Consulting & Professional Services list for nine consecutive years, based on survey responses from over 149,000 U.S. employees [1] - The firm has also been included in the Forbes list of the World's Best Management Consulting Firms for the fourth consecutive year, determined through an online survey of over 10,000 partners and executives [2] - Protiviti has surpassed $2 billion in revenue and expanded its services to cover more than 20 solution areas across 22 industries since its founding in 2002 [2][3] Group 2 - Protiviti has been named to the Fortune 100 Best Companies to Work For list for 11 consecutive years and has received multiple accolades for its workplace culture, including being recognized as a Glassdoor Best Place to Work in 2025 [3][5] - The firm serves over 80% of Fortune 100 and nearly 80% of Fortune 500 companies, as well as government agencies and smaller companies [5] - Protiviti focuses on delivering technology-enabled solutions and emphasizes innovation, strong client relationships, and empowering teams to enhance client experiences [3]

Volvo Trucks Load Finder Photo 1 Volvo Trucks launched Load Finder as a free service designed to help carriers reduce empty miles, improve efficiency, and boost revenue. Load Finder uses real-time data and machine learning to quickly connect trucks with available spot loads and is available to all carriers, regardless of the truck manufacturer or model. Volvo Trucks Load Finder Photo 2 Volvo Trucks North America is now offering Load Finder, a load board service that helps carriers streamline logistic ...

Core Viewpoint - GreetEat Corporation is expanding its technology portfolio with the launch of WallStreetStats.io, a fintech platform aimed at providing retail investors with advanced trading data and analytics tools [1][5]. Group 1: Company Overview - GreetEat Corporation (OTC: GEAT) focuses on innovative platforms that integrate AI, fintech, and data-driven solutions, including WallStreetStats.io and GreetEat.com [6][7]. - WallStreetStats.io is designed to empower investors by addressing the challenge of information overload in trading [2][4]. Group 2: Platform Features - The platform utilizes big data, AI, and machine learning to process various financial signals, including stock price movements, options flow, and social sentiment from platforms like X (formerly Twitter) and Reddit [3][4]. - WallStreetStats.io offers a comprehensive dashboard that helps investors monitor market sentiment, identify trading opportunities, and refine strategies [3][4]. Group 3: Strategic Goals - The mission of WallStreetStats.io is to provide retail investors with data and tools comparable to those used by institutional investors, aiming to simplify complex market signals into actionable insights [4][5]. - GreetEat Corporation's strategic push into fintech innovation is intended to create long-term value for both investors and end users by focusing on AI, data science, and trading intelligence [5].

Group 1 - The core lesson for investors is to find businesses that are robust enough to withstand weak management, as illustrated by Warren Buffett's insights on business economics [1] - Nvidia is highlighted as a prime example of a company with strong business economics, likely earning Buffett's respect despite his general avoidance of high-growth tech stocks [2] - Nvidia is recognized not just as a hardware company but as a leader in GPU design, with margins significantly higher than competitors like Intel and AMD, due to its control over both hardware and software through the CUDA platform [3][4] Group 2 - The integration of software and hardware in Nvidia's business model creates high switching costs for customers, making it difficult for them to transition to competitors [4] - Nvidia's current market position suggests it can maintain its dominant market share and high gross margins even with weaker management, aligning with Buffett's investment philosophy [5] - The company is characterized as one that is set up for success regardless of leadership, emphasizing its strengths in both hardware and software [6]

Core Insights - CorVel Corporation announced the winners of the 2025 Theo Awards, recognizing Sharp HealthCare, the State of North Carolina, and The Save Mart Companies for their achievements in workers' compensation [1][6] - The awards highlight organizations that have innovatively transformed workplace safety, claims management, and employee care, leading to reduced costs and new industry standards [2] Group 1: Sharp HealthCare - Sharp HealthCare was recognized for its biopsychosocial transdisciplinary model, which effectively addresses complex claims related to traumatic brain injuries, chronic pain, PTSD, and substance abuse [3] - The model focuses on early identification of psychosocial risk factors, resulting in accelerated recovery timelines and reduced prescription drug dependency [3] Group 2: State of North Carolina - The State of North Carolina demonstrated exceptional crisis management following Hurricane Helene, ensuring access to medical care and wage replacement for injured workers in the disaster area [4] - The partnership with CorVel involved expanding provider search efforts and coordinating care during significant infrastructure damage and communication outages [4] Group 3: The Save Mart Companies - The Save Mart Companies implemented a comprehensive workers' compensation strategy focusing on prevention, early intervention, efficient claim resolution, and collaborative execution [5] - This strategy has led to fewer claims, faster settlements, and reduced overall program costs while enhancing workplace safety [5] Group 4: CorVel Corporation - CorVel applies advanced technology, including AI and machine learning, to improve the management of care episodes and related healthcare costs [7] - The company partners with various stakeholders, including employers and government agencies, to manage workers' compensation and health services [7]

Table of Contents As filed with the U.S. Securities and Exchange Commission on September 10, 2025. Registration No. 333-289810 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Pattern Group Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 5961 83-2556861 (State or Other Jurisdiction of Incorporation or Organization) (Primary Standard Industrial Classification Code Number) 1441 West ...

End-of-line packaging is the final stage in the manufacturing process, where products are securely prepared for shipment. This stage involves case forming, labelling, sealing, palletising, and stretch wrapping to ensure products reach customers intact. In recent years, the UK end-of-line packaging sector has seen substantial growth, largely driven by automation, sustainability initiatives, and the demands of modern supply chains. Understanding end-of-line packaging End-of-line packaging encompasses all ...

Core Insights - Tiger Global Management's billionaire boss, Chase Coleman, has made significant changes to his investment portfolio, notably reducing his stake in CrowdStrike Holdings while increasing his investment in Amazon, a leader in multiple industries [1][16]. Group 1: CrowdStrike Holdings - Chase Coleman reduced Tiger Global's stake in CrowdStrike from over 6.55 million shares to just 900,000 shares by the third quarter of 2022, and further sold 400,000 shares in the second quarter of 2025 [5][9]. - CrowdStrike's Falcon security platform utilizes AI and machine learning, enhancing its ability to respond to threats, and has maintained customer loyalty despite premium pricing [6][8]. - As of September 5, CrowdStrike shares were valued at approximately 24 times trailing-12-month sales and 87 times forward-year earnings, raising concerns about the sustainability of its premium valuation [12][13]. Group 2: Amazon - Amazon has become a significant focus for Tiger Global, with Coleman increasing his stake by 62% during the June-ended quarter of 2025, making it a top-four holding for the fund [17]. - Amazon Web Services (AWS) is a key driver of growth, accounting for 32% of global market share and expected to grow significantly due to aggressive AI integration [19][20]. - Despite representing less than 19% of net sales, AWS contributes nearly 58% of Amazon's operating income, highlighting its importance to the company's financial health [20].

Core Insights - Nvidia has become the world's largest company by market cap, largely benefiting from the rising adoption of artificial intelligence (AI) and its GPUs being the standard for generative AI [2][3] - The ongoing AI adoption presents significant investment opportunities for Nvidia, with predictions suggesting substantial growth in stock price by 2030 [3] Data Center Growth - Nvidia's GPUs, originally designed for gaming, are now pivotal in various computational tasks, including machine learning and self-driving cars [5] - Data center spending is a key driver of the AI revolution, with major cloud operators expected to spend $454 billion on capital expenditures (capex) in 2026, a 26% increase, primarily for AI support [6] - Nvidia holds a dominant 92% share of the data center GPU market, with its products accounting for 58% of data center infrastructure spending [7][8] Revenue Projections - Nvidia's data center revenue for fiscal 2025 was $115 billion, indicating a 25% capture of global data center spending [10] - If data center spending reaches $3 trillion, Nvidia's revenue could potentially increase to $750 billion, representing a sixfold growth in five years [10] - With a current market cap of approximately $4 trillion and a forward price-to-sales ratio of 20, Nvidia's stock price could rise by 265% to $608 if it achieves $750 billion in revenue [11] Market Position and Valuation - Nvidia's GPUs are essential for advancements across various sectors, including robotics, healthcare, and manufacturing, indicating ongoing growth potential even if projections are not fully realized [12] - The company is currently valued at 26 times next year's earnings, suggesting it is attractively priced given its growth opportunities [13]