Group 1 - The global data storage needs are increasing significantly, driven by applications such as AI training, big data analytics, and cloud storage [1] - Various surveys and reports indicate different growth levels in data storage, but a common consensus is that there is a strong tailwind supporting this growth [1] Group 2 - The article emphasizes the importance of rigorous risk management and a long-term perspective on value creation in investment strategies [1]

Core Viewpoint - Protests against Palantir Technologies highlight public dissent regarding its contracts with U.S. Immigration and Customs Enforcement (ICE) and the Israeli military, raising ethical concerns about its operations and impact on communities [1][3][4]. Group 1: Protests and Public Sentiment - A protest organized by Planet Over Profit involved over 30 participants, leading to the detention of six individuals who were later released [2]. - The protestors criticized Palantir for its role in deportations, military actions in Gaza, and surveillance practices, asserting that the company's technology contributes to violence and social injustice [3]. Group 2: Company Background and Financials - Palantir, co-founded by billionaire Peter Thiel, has received significant government contracts, including a $30 million deal with ICE for monitoring self-deportations [4]. - The company's CEO, Alex Karp, has publicly supported Israel, which has led to employee departures, and he expressed pride in Palantir's operations in Israel following the October 7, 2023, Hamas attacks [5]. - Palantir's stock has surged 500% over the past year, reaching a new high recently [5].

Core Viewpoint - Jiayin Group Inc. will release its unaudited financial results for the first quarter of 2025 on June 4, 2025, before the U.S. market opens, followed by a conference call to discuss these results [1][2]. Group 1 - Jiayin Group Inc. is a leading fintech platform in China, established in 2011, focused on connecting underserved individual borrowers with financial institutions [4]. - The company operates a secure platform with a comprehensive risk management system and a proprietary risk assessment model utilizing advanced big data analytics [4]. - The conference call to discuss the financial results will take place at 8:00 AM U.S. Eastern Time on June 4, 2025, with a live and archived webcast available on the company's investor relations website [2][3].

Core Viewpoint - Gaotu Techedu Inc. is set to report its financial results for the first quarter of 2025 on May 15, 2025, before U.S. markets open, indicating the company's ongoing commitment to transparency and investor communication [1]. Group 1: Company Overview - Gaotu Techedu Inc. is a technology-driven education company and online large-class tutoring service provider in China, focusing on delivering educational content and digitalized learning products [3]. - The company utilizes an online live large-class format to provide courses, which is believed to be an effective and scalable model for distributing high-quality teaching resources to students in China [3]. - Big data analytics is integrated into all aspects of Gaotu's business, enhancing teaching delivery, student learning experiences, and operational efficiency [3]. Group 2: Earnings Conference Call - Gaotu's management will conduct an earnings conference call on May 15, 2025, at 8:00 AM U.S. Eastern Time, allowing investors to gain insights into the company's performance [2]. - Dial-in details for the conference call are provided for international, U.S., Hong Kong, and Mainland China participants, ensuring accessibility for a global audience [2]. - A telephone replay of the conference call will be available for a week following the event, along with a live and archived webcast on the company's investor relations website [2].