Group 1 - Company announced the launch of ASIC security dedicated chips and is preparing for mass production, aiming to complete the transition to the ASIC platform for all products by 2025, which is a key part of the "Dual A Strategy" (ASIC + AI) [1] - The cloud firewall market is expected to grow from $2.208 billion in 2021 to $10.334 billion by 2028, with a compound annual growth rate of 24.67%, highlighting the company's position as a representative vendor in Gartner's security visionary quadrant [1] - The company has transformed from a traditional boundary security vendor to a comprehensive security service provider with 57 products across 10 categories, becoming the third network security company to launch ASIC security dedicated chips [2] Group 2 - The ASIC chip, built on a 28nm process, is expected to reduce hardware dependency on CPUs and is crucial for integrating both domestic and international markets [2] - The company aims to achieve an incremental revenue of approximately $8 million to $10 million annually in the financial and internet sectors through optimized product and market strategies [2] - The company has set 2023 to 2025 as an adjustment period to gradually reduce losses, with 2026 to 2028 designated as a transition period to achieve profit growth through market share increase and profit margin expansion [3]

Immigration Policy & Legal Challenges - A federal judge blocked the Trump administration from arresting individuals in numerous California counties, including Los Angeles, without legitimate suspicion of illegal presence [1] - The ruling prohibits arrests based on race, language, or type of work [1] - The court decision emphasizes the importance of basic rights for individuals [11] - California's Governor criticized the Trump administration's immigration agenda as chaotic, cruel, and fear-inducing [12] Impact on Los Angeles & Community - Los Angeles, with a population of 38 million (38,000,000), is approximately 50% Latino, leading to widespread terror and fear due to immigration raids [3] - Residents are afraid to leave their homes for basic necessities like groceries, impacting daily life [9] - There are reports of ICE agents using unmarked cars and lacking uniforms, causing confusion and fear [4] - The city is filing a Freedom of Information Act request to identify the detaining agents and locate detained individuals [10] City Government Response - The Mayor signed an executive order instructing city departments on how to protect themselves from federal government interference, requiring warrants for ICE to enter city facilities like libraries [7][8] - The Mayor questions the presence of Marines and the National Guard in Los Angeles, stating that the city's police and sheriff's departments did not request their assistance [17] - The Mayor describes the situation in Los Angeles as an "experiment" and warns other cities to be on alert [17]

RT selinam (@bennynotblanco)this nigga pioneered “scaring the hoes” music ...

Model Overview - The Gordon Growth Model (GGM) is employed to ascertain a stock's intrinsic value [1] Valuation Method - The model relies on a future series of dividends that exhibit a constant growth rate [1]

Core Viewpoint - The automotive industry is experiencing a backlash against touchscreen-dominated interfaces, with a growing demand for physical controls due to safety concerns and customer dissatisfaction [3][5]. Group 1: Industry Trends - The shift to touchscreens was primarily driven by financial motivations, reducing manufacturing complexity and enabling software-based monetization [2]. - Studies indicate that touchscreen interactions can slow driver reaction times more than alcohol or cannabis impairment, raising significant safety concerns [3]. - The Euro NCAP will mandate physical controls for key functions by 2026 to achieve top safety ratings, accelerating the trend back to physical controls in Europe [5]. Group 2: Company Responses - Asian companies like BYD, Denza, and Xiaomi are leading the movement to restore physical controls in vehicles, with models featuring tactile buttons [4]. - Subaru is also reintroducing buttons in its upcoming models, such as the 2026 Outback, reflecting the industry's shift back to basics [4]. - BYD has surpassed Tesla in European sales, a trend that may continue with new model launches and decreasing demand for Tesla vehicles [5].

Group 1: Amprius Technologies - Amprius Technologies' stock price is rising, reaching multi-year highs in Q3 2025, driven by improved manufacturing capabilities and increased sales, with Q1 revenue exceeding consensus by approximately 35% [2][3] - The company specializes in advanced silicon-anode lithium-ion batteries, serving diverse industries including aerospace and defense, with a client base growing by roughly 65% in Q1 to over 100 [4] - Analysts unanimously rate AMPX as a Buy, expecting a 60% advance, with a high-end target of $15, indicating a potential 150% gain [5] Group 2: Joby Aviation - Joby Aviation is ramping up manufacturing capabilities and is on track for commercial operations in 2026, with a growing deal pipeline and regulatory processes progressing smoothly [8] - The company has secured a distribution agreement in Saudi Arabia, potentially worth $1 billion or more in total revenue within a few years [9] - Despite a Hold rating from analysts, increased coverage and price target increases are trending higher, with Q2 earnings expected to act as a catalyst for share price [11] Group 3: Ambarella - Ambarella is positioned for substantial long-term growth in the physical AI sector, focusing on computer vision semiconductor solutions and edge computing, with a consensus low 20% compound annual growth rate (CAGR) expected through the middle of the next decade [13] - Recent bullish price action includes a sharp advance in late June and early July, confirming a recent bottom and suggesting a potential move to the $80 range [14] - Analysts rate AMBA as a Moderate Buy, with expectations of a 25% advance at consensus [15]

Core Argument - The presentation explores the relationship between tradition and modernity, suggesting they are not opposing forces but rather cyclical and interconnected elements [2][3][4] - It emphasizes that every modern concept emerges from a preceding tradition, and every tradition can be seen as the modern iteration of earlier traditions [4] Allegory in Folk Music - Folk music utilizes allegory in two primary ways: through the allegorical instrumentality of musical instruments and through allegorical narratives within the music itself [6] - Instruments like the *saz* (a stringed instrument) can convey meaning through their construction, such as the number of strings or holes, which may hold cultural or religious significance [8][9] - In folk songs, the *saz* is often personified and used as a vehicle for expressing ideas, with the musician claiming, "I am not speaking, my *saz* is speaking" [9][10] Aşık Veysel as a Symbol - Aşık Veysel, a prominent figure in Turkish folk music, embodies the fusion of tradition and modernity, symbolized by his traditional *saz* paired with a modern fedora hat [11][12][13] - His famous song "Uzun İnce Bir Yoldayım" ("I am on a long, narrow road") uses allegorical language to reflect on life's journey [14][15] Interpreting Allegorical Expressions - Folk music contains allegorical expressions using elements like celestial bodies, landscapes, flora, fauna, and everyday objects, but their interpretation requires careful consideration [17][18] - Symbols such as doors, windows, roads, chimneys, numbers, and body parts may have hidden, esoteric meanings, particularly in *deyişler*, *tevhitler*, and *devriyeler* (types of Sufi devotional songs) [19] The Case of Aşık Sıtkı Baba's "Devriye" - Aşık Sıtkı Baba's *devriye* is rich in meaning and requires extensive knowledge to decipher its esoteric and Sufi content [20] - A misinterpretation of a line in his *devriye*, where "14 years" was mistakenly rendered as "14,000% years," led to extensive analysis by theologians, anthropologists, and sociologists [21][22][23] Re-evaluating Tradition - Re-examining tradition involves not only incorporating new sounds and styles but also correcting errors, distinguishing between genuine folklore and fabricated traditions, and recognizing invented traditions [25] - Tradition serves as a blueprint for the future, and the future is a reflection of tradition [25]

Artistic Achievements & Recognition - Joseph Toto performed a dynamic selection of works, showcasing technical excellence and emotional expressiveness [1] - Joseph was recognized with a Star Performance Award at age 9 [1] - Joseph has been accepted into the Manhattan School of Music to pursue a Bachelor of Music in Classical Composition [1] Educational Background & Training - Joseph has over 13 years of piano study and 3 years of composition experience [1] - Joseph is currently enrolled in the music program at Brookdale Community College, performing in numerous school concerts since 2023 [1] - Joseph has studied under distinguished pianists, including Dr Cory Hall and Sunhwa Kim, and studies composition with Jee Won Kim [1] Performance Highlights & Repertoire - Performance highlights include playing Chopin's Octave Etude and Liszt's Transcendental Etude No 11 at Steinway Hall in New York City [1] - Joseph's repertoire spans from Bach and Mozart to Beethoven, Chopin, and Liszt, showcasing versatility and ambition [1]

Group 1 - The individual has retired after over 43 years in investment research, now operating independently to provide actionable investment insights [1] - The focus is on rules and factor-based equity investing strategies, emphasizing the use of numbers to inspire human intelligence-driven investment stories rather than serving the numbers themselves [1] - The approach combines quantitative analysis with classic fundamental analysis to uncover the true story of a company and its stock, highlighting the importance of future potential over past data [1] Group 2 - The individual has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and special situations [1] - Previous roles included managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, contributing to the development of Robo Advising [1] - A passion for investor education has led to conducting numerous seminars and authoring two books on stock selection and analysis [1]

Financial Highlights - Ondas expects to report approximately $6 million in revenue for Q2 2025, a 6-fold increase compared to Q2 2024[29] - The company estimates its backlog at $22.8 million, adjusted for the expected Q2 2025 revenue[29] - Ondas anticipates total revenue of $25 million for Ondas Holdings in 2025, with at least $20 million expected from OAS[29] - Convertible notes outstanding were reduced to $5.4 million at the end of Q2 2025[29] - The company's cash position is fortified with over $67 million as of Q2 2025[29] Market and Growth Strategy - NATO's commitment to increase defense spending to 5% of GDP by 2035 represents a significant shift, potentially leading to $1.2 trillion in annual defense outlays[40, 41] - The FY2025 bill allocates approximately $21.2 billion to programs relevant to Ondas' capabilities and services for governmental defense and security applications in the U.S[44] - The Optimus drone-in-a-box market is projected to reach $1.5 billion in 2025[118] - The counter-drone market, relevant to Iron Drone Raider, is projected to reach $3 billion in 2025[121] Future Outlook - OAS targets revenue of $40 million in 2026[176] - OAS aims to achieve positive EBITDA in the second half of 2026[174, 180] - OAS projects revenue between $140 million and $150 million and EBITDA between $40 million and $45 million by 2030[180]