Group 1: Core Insights - The article emphasizes the importance of foundational skills in programming and software engineering for entering the AI field, with Python being the preferred language due to its ease of use and comprehensive ecosystem [1][2][4] - It highlights that while many AI roles stem from machine learning, the most sought-after positions are closer to software engineering, necessitating knowledge of languages like Java, GO, or Rust [1][2] - Continuous practice and real-world application are deemed essential for mastering programming languages, rather than solely relying on courses or books [2] Group 2: Recommended Resources - A variety of resources are suggested for learning Python, including a beginner's course that can be completed in four hours and a highly regarded specialization course [5] - For mathematics and statistics, specific books and courses are recommended to understand the underlying principles of machine learning and AI [9][10] - The article lists essential resources for deep learning and large language models, emphasizing the significance of frameworks like PyTorch and TensorFlow in the industry [13][14] Group 3: AI Engineering and Productization - The article stresses the need for skills in productizing AI models, indicating that most AI roles resemble traditional software engineering rather than pure machine learning engineering [11] - It mentions the importance of learning MLOps for model deployment, covering aspects like containerization and cloud systems [11] - The article concludes with advice on becoming an expert in the field through project-based learning and self-reflection [14]

Overview - The author, Avi Chawla (@_avichawla), shares tutorials and insights on Data Science (DS), Machine Learning (ML), Large Language Models (LLMs), and Retrieval-Augmented Generation (RAGs) daily [1] - The author has been using Jupyter Notebooks for over 9 years [1] Jupyter Notebook Features - The author highlights 5 hidden features of Jupyter Notebooks that most users are unaware of [1]

Core Viewpoint - OppFi Inc. (OPFI) is set to report its second-quarter 2025 results on August 6, with expected revenues of $141.6 million, reflecting a 12.1% year-over-year increase, and earnings per share (EPS) anticipated to rise by 3.5% to $0.30 [1][8]. Financial Performance - The Zacks Consensus Estimate for revenues in Q2 2025 is $141.6 million, indicating a 12.1% increase from the previous year [1]. - The consensus EPS estimate is set at 30 cents, which represents a 3.5% rise from the year-ago figure [1]. - The company has a history of earnings surprises, having beaten the Zacks Consensus Estimate in the last four quarters with an average surprise of 59.5% [2]. Earnings Prediction - Current analysis indicates a low probability of an earnings beat for OppFi, with an Earnings ESP of 0.00% and a Zacks Rank of 3 (Hold) [3][4]. - There have been no changes in analyst estimates or revisions recently, maintaining a consistent EPS forecast [2]. Customer Strategy - OppFi's customer-centric approach, supported by AI and machine learning, is expected to drive revenue growth by increasing auto-approval rates and enhancing client satisfaction [5][8]. - The company reported a 4.7/5.0-star rating on Trustpilot and a Net Promoter Score of 78, indicating strong customer loyalty and satisfaction [6]. Stock Performance - OppFi's stock has surged 203.1% over the past year, outperforming its industry (22.4% increase) and the Zacks S&P 500 composite (19.5% increase) [9]. - The stock is currently trading at a trailing 12-month price-to-earnings ratio of 7.99, significantly lower than the industry average of 21.65 and cheaper than peers WEX and Corpay [11]. Market Position and Risk Management - OppFi focuses on the underbanked population, which involves high credit risk, but has effectively implemented risk management strategies to minimize losses [13]. - The net charge-off rate as a percentage of total revenues decreased by 1300 basis points year-over-year in Q1 2025, showcasing the effectiveness of its risk mitigation strategies [14]. - Despite the potential for growth in serving the underbanked, concerns about credit risk remain due to the high probability of default [15]. Investment Considerations - The company is fundamentally strong with a discounted valuation, appealing to investors, but caution is advised due to the inherent risks in its primary market [16]. - Existing investors are recommended to hold the stock, while new buyers should consider waiting until after the earnings release to assess performance [17].

Financial Data and Key Metrics Changes - The company invested over $725 million across its three external growth platforms in the first half of the year, representing more than a twofold increase compared to the same period last year [6] - The full-year investment volume guidance has been raised to a range of $1.4 billion to $1.6 billion, which is a 58% increase over the previous year's total investment volume [6] - Core FFO per share was $1.05 for the second quarter, a 1.3% increase year-over-year, while AFFO per share was $1.06, reflecting a 1.7% year-over-year increase [19] - The updated full-year AFFO per share guidance is now between $4.29 and $4.32, indicating over 4% growth at the midpoint [19] Business Line Data and Key Metrics Changes - In the second quarter, the company invested over $350 million in 110 properties, including $328 million in acquisition volume across 91 high-quality retail net lease assets [10] - The weighted average cap rate of acquired properties was 7.1%, with a weighted average lease term of 12.2 years [11] - The company executed new leases, extensions, or options on approximately 950,000 square feet of gross leasable area during the quarter, with a recapture rate of approximately 104% [13] Market Data and Key Metrics Changes - The company noted the highest level of retailer demand for new brick-and-mortar locations since the Great Financial Crisis, with nearly every retailer in its focus area looking to add new stores [10] - The investment-grade exposure stood at 68%, and occupancy rebounded to 99.6% after re-tenanting efforts [15] Company Strategy and Development Direction - The company aims to solidify its dominant market position through a best-in-class team executing hundreds of transactions annually across its three growth platforms [7] - The company is focused on core durable goods and necessity-based retailers, avoiding experiential and discretionary sectors [31] - The development platform is expected to ramp up significantly, with plans to break ground on a minimum of $100 million in projects before year-end [40] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the portfolio's defensive nature and the ability to provide consistent earnings growth without increasing risk [7] - The management acknowledged a deterioration in consumer sentiment but emphasized that their focus on necessity-based retailers positions them well in the current environment [31] - The company anticipates that larger retailers will continue to gain market share, benefiting from their stronger balance sheets and ability to manage costs [33] Other Important Information - The company raised over $1 billion in capital year-to-date, with total liquidity standing at $2.3 billion [8] - The monthly cash dividend declared for the second quarter was $0.0256 per common share, representing a 2.4% year-over-year increase [23] Q&A Session Summary Question: Can you provide color on your ATM activity in Q2 and the timing of your overnight equity offering? - Management confirmed that ATM activity during the quarter predated the overnight offering in April and that they remained inactive in the capital markets post-offering [27][28] Question: What is the outlook for acquisition cap rates going forward? - Management indicated that acquisition cap rates could expand, with no new tenants targeted outside their established focus area [29] Question: How is the health of retailers and consumers currently? - Management noted a deterioration in consumer sentiment but emphasized that their focus on core durable goods retailers positions them favorably [30][31] Question: What opportunities do you see in the development business? - Management expressed excitement about the development pipeline, with plans to break ground on significant projects before year-end [39][40] Question: Is there an upper limit to investment in the development platform? - Management stated that while they have set a goal of investing $250 million annually in development, they are open to further investments as opportunities arise [60][62] Question: Can you provide an update on your watch list? - Management indicated that the watch list is minimal, primarily focused on a few movie theaters and previously mentioned retailers [90][92]

Financial Data and Key Metrics Changes - The company invested over $725 million across its three external growth platforms in the first half of the year, representing more than a twofold increase compared to the same period last year [5] - Core FFO per share was $1.05 for Q2, a 1.3% increase year-over-year, while AFFO per share was $1.06, reflecting a 1.7% year-over-year increase [19] - The full year AFFO per share guidance was raised to a range of $4.29 to $4.32, indicating over 4% growth at the midpoint [8][19] Business Line Data and Key Metrics Changes - In Q2, the company invested over $350 million in 110 properties, including $328 million in acquisition volume across 91 high-quality retail net lease assets [10] - The weighted average cap rate of acquired properties was 7.1%, with a weighted average lease term of 12.2 years [11] - The company executed new leases, extensions, or options on approximately 950,000 square feet of gross leasable area during the quarter, with a recapture rate of approximately 104% [13] Market Data and Key Metrics Changes - The company noted the highest level of retailer demand for new brick-and-mortar locations since the Great Financial Crisis, with nearly every retailer focused on adding net new stores [10] - The investment grade exposure stood at 68%, and occupancy rebounded to 99.6% post re-tenanting of former Big Lots [14] Company Strategy and Development Direction - The company is focused on maintaining a dominant market position through a best-in-class team and a robust asset management platform [6] - The company anticipates a significant ramp-up in development spending, expecting at least a 50% year-over-year increase [12] - The strategic focus remains on core durable goods and necessity-based retailers, avoiding discretionary and experiential sectors [30] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ability to provide consistent earnings growth without deviating from the investment strategy, despite a deteriorating consumer sentiment [30] - The company is well-positioned with over $2.3 billion in total liquidity and no material debt maturities until 2028, supporting growth into the next year [7][18] Other Important Information - The company raised over $1 billion in capital year-to-date, with total capital markets activity exceeding $1.3 billion [17] - The monthly cash dividend declared for Q2 was $0.0256 per common share, representing a 2.4% year-over-year increase [22] Q&A Session Summary Question: Can you give us some color about your ATM activity in 2Q and overall timing given your overnight equity offering in late April? - The ATM activity during the quarter all predated the overnight offering in April, and the company promised to remain inactive in the capital markets post-offering [26][27] Question: What’s the magnitude of acquisition cap rates going forward? - The company anticipates acquisition cap rates to expand but will remain focused within their established tenant base [28] Question: How are you thinking about retailer and consumer health right now? - Consumer health has deteriorated, but the focus remains on core durable goods and necessity-based retailers, which are expected to gain market share [30][32] Question: Can you talk about some of the opportunities in the DFT business for developments? - The company plans to break ground on a minimum of $100 million in projects before year-end, with a significant shadow pipeline [39][40] Question: Is there an upper limit on investment in the development platform? - The company has set a three-year goal of investing $250 million annually in development, with no speculative development planned [60][62] Question: What is the status of your watch list? - The watch list is minimal, primarily focused on At Home and a few movie theaters, with no significant credit issues anticipated [86][89]

Core Points - V2X, Inc. has been awarded a $4.3 billion contract by the U.S. Air Force for supply services related to the T-6 aircraft [1][2] - The contract aims to ensure safe, flyable aircraft to meet the operational needs of the U.S. Air Force, Navy, and Army [2] - The work is expected to be completed by July 2034 and will take place at various military bases across the United States [3] Company Overview - V2X integrates physical and digital environments to enhance mission readiness and optimize resource management [4] - The company employs approximately 16,000 professionals and focuses on national security, defense, civilian, and international markets [4] - V2X utilizes AI and machine learning to address challenges across all operational domains [4]

Group 1 - The core viewpoint of the articles highlights a significant increase in copper demand driven by global investments in modernizing electrical grids and the rise of clean energy, with predictions of copper prices reaching historical highs by 2030 [1][2] - Major copper-producing countries like Chile and the Democratic Republic of Congo are facing supply constraints due to insufficient new mining investments, which could lead to sustained high copper prices [1] - The International Energy Agency forecasts that global investment in electrical grids will exceed $400 billion this year, following a record $390 billion in 2024, indicating a robust demand for copper in infrastructure [1] Group 2 - Analysts predict that global copper demand will grow by 10% to 30.32 million tons by 2030, with a supply-demand gap of 1.84 million tons [2] - The demand for copper in data centers is expected to surge from 7.8 million tons in 2020 to over 65 million tons by 2030, driven by the growth of AI and machine learning [2] - Electric vehicles are projected to significantly increase copper usage, with demand rising from 20.4 million tons in 2020 to 220 million tons by 2030 [2] Group 3 - Companies in sectors like construction and manufacturing are accelerating the exploration of alternative materials and recycling solutions due to rising copper costs and impending supply shortages [4] - While aluminum is cheaper, its application in data centers has been largely phased out due to performance issues, and recycled copper supply is expected to grow only marginally by 2030 [4] - Analysts believe that existing alternatives will not quickly alleviate the copper supply crisis, particularly for critical infrastructure projects essential for economic growth [4]

Financial Data and Key Metrics Changes - The company reported record performance in Q2 2025 with revenue of $172 million, up from $159 million in Q2 2024, representing an increase of approximately 8.2% [6][14] - Net income for Q2 2025 was $67 million, or $1.41 per diluted share, compared to $52 million, or $1.10 per diluted share in the same period last year, reflecting a year-over-year increase of 28.8% in net income [18] - The company raised the low end of its 2025 revenue guidance to a range of $650 million to $700 million [6][14] Business Line Data and Key Metrics Changes - Total material sales in Q2 2025 were $89 million, down from $95 million in Q2 2024 [15] - Green emitter sales were $64 million, compared to $72 million in the prior year, while red emitter sales increased slightly to $24 million from $23 million [15] - Royalty and license fees increased to $76 million in Q2 2025 from $60 million in Q2 2024 [15] Market Data and Key Metrics Changes - The OLED market is projected to grow significantly, with IT units expected to double from 23 million in 2024 to 48.6 million in 2027 [6] - Automotive OLED display shipments are forecasted to grow by over 300% from 2.8 million units in 2024 to 9.1 million units in 2029 [8] - The company noted that OLED adoption in the automotive sector is expanding, particularly among luxury brands and new energy vehicles [8] Company Strategy and Development Direction - The company aims to maintain its leadership position in the OLED ecosystem by focusing on innovation and product leadership [20] - The strategic foundation includes a robust global infrastructure, a flexible supply chain, and deepening customer relationships [20] - The company is committed to advancing its proprietary AIML platform to enhance material research and development [11][20] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the OLED industry's growth trajectory despite macroeconomic uncertainties [6] - The company believes that the OLED industry is entering a new phase of expansion driven by increasing demand in consumer electronics and automotive markets [6] - Management highlighted the importance of upcoming Gen 8.6 OLED fabs from major manufacturers as a pivotal shift in medium-sized OLED manufacturing [7] Other Important Information - The company ended the quarter with approximately $932 million in cash, cash equivalents, and investments [18] - A quarterly dividend of $0.45 was approved and paid to shareholders [18] Q&A Session Summary Question: Benefits from foldable phones versus traditional smartphones - The company sees incremental revenues from foldable phones due to increased surface area, estimating material usage could be 2 to 3 times that of traditional smartphones [24][25] Question: Revenue from Blue development emitter - The company recorded $1.1 million in Blue revenues for the quarter, totaling $2.2 million for the first half of the year [28] Question: Increase in contract research service revenue - The increase is attributed to recent successes in the Adhesives business, which operates independently from the OLED business [32][34] Question: Use of AI and ML in material research - AI and ML have accelerated the determination of successful pathways in OLED development, supported by a large OLED database [36] Question: Revenue guidance and seasonality - The company indicated that the strong first half of the year aligns with their original plans, and they expect the rest of the year to continue as forecasted [41][43] Question: Design activity in tandem architecture - Tandem architecture is primarily used in IT and automotive segments, with significant growth opportunities as OLED penetration in IT is currently low [52][54]

As filed with the Securities and Exchange Commission on July 31, 2025 Registration No. 333-284368 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 4 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 SALARIUS PHARMACEUTICALS, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) 2450 Holcombe Blvd. Suite X Houston, TX 77021 713-91 ...

Core Insights - Fresenius Medical Care announced a collaboration involving Frenova, Nephronomics, and GENEWIZ to enhance genomic analysis for the My Reason® genomics research program, focusing on kidney, cardiovascular, and metabolic diseases [1][3][6] Group 1: Collaboration Details - The collaboration aims to leverage advanced technologies for a better understanding of kidney and related diseases, driving advancements in precision medicine [1][4] - Frenova's My Reason® program has registered over 35,000 participants, with a goal of reaching 50,000 in the next two years, focusing on genomic and clinical data to uncover insights into kidney disease [3][4] - Nephronomics holds exclusive commercial rights to the My Reason® dataset, which is integral to the Nephronomics Atlas, aimed at developing targeted therapies through precision medicine insights [4][11] Group 2: Technological Contributions - GENEWIZ will utilize its DNA sequencing technologies to generate large-scale genomic data from biospecimens collected through Frenova's nephrology research network [5][6] - Azenta will provide long-term storage solutions for the samples, enhancing the research capabilities of the collaboration [5][6] Group 3: Industry Context - Fresenius Medical Care is a leading provider of products and services for individuals with renal diseases, serving approximately 4.2 million patients globally [7] - The collaboration represents a significant step forward in advancing precision medicine and improving patient outcomes in the cardio-kidney-metabolic field [4][6]