Knights of Columbus Asset Advisors LLC purchased a new position in shares of Western Digital Corporation (NASDAQ:WDC – Free Report) during the third quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 7,997 shares of the data storage provider’s stock, valued at approximately $960,000. Get Western Digital alerts: Several other hedge funds also recently modified their holdings of WDC. SYM FINANCIAL Corp bought a new position in shares of Western Digital during ...

Core Insights - Qualstar Corporation has announced a partnership with Scale Logic to develop integrated solutions aimed at addressing challenges in the rich media market, particularly focusing on remonetizing and regaining control of existing tape content libraries [1][2]. Group 1: Partnership Details - The collaboration will also involve SFS Media for migration and archiving expertise, and Obvious Future's CaraOne platform to create a comprehensive ecosystem that enhances the discovery, retrieval, and access of archived intellectual property using AI analysis [2]. - The partnership aims to unlock new profitability from legacy media and extend insights into both new and existing archives [2]. Group 2: Company Statements - Qualstar's CEO, Steven N. Bronson, emphasized the strategic expansion of their offerings to better serve customers across various media verticals and expressed excitement about collaborating with select companies for mutual business growth [3]. - Scale Logic's CEO, Robert Herzan, highlighted their commitment to delivering advanced shared storage workflow solutions and the importance of AI-powered insights in revitalizing previously locked media [3]. Group 3: Company Background - Qualstar Corporation, founded in 1984, is a leading provider of digital storage solutions with over 35,000 units sold globally, specializing in scalable, energy-efficient tape libraries for long-term data preservation [6]. - As the last independent tape library manufacturer, Qualstar offers flexibility without proprietary software lock-in or slot licensing fees, ensuring faster turnaround times compared to larger competitors [6].

Core Insights - Loomis Sayles Global Growth Fund achieved a return of 7.59% in Q3 2025, slightly below the MSCI ACWI Index Net return of 7.62% [1] - The fund focuses on investing in high-quality businesses with sustainable competitive advantages, particularly those trading at significant discounts to their intrinsic value [1] Company Analysis: Oracle Corporation - Oracle Corporation is highlighted as a key investment, being a leader in the enterprise software market with strong positions in database, infrastructure, application software, and cloud services [3] - The stock of Oracle experienced a one-month return of -29.37% but gained 5.73% over the last 52 weeks, closing at $198.76 per share with a market capitalization of $566.624 billion on November 21, 2025 [2] - Competitive advantages for Oracle include a large and experienced sales force, a founder-driven management team focused on maintaining a strong intellectual property portfolio, and a large client base with high switching costs, achieving renewal and retention rates in the mid-90% range [3] - The company is well-positioned to benefit from ongoing growth in data storage and enterprise application software, as well as the transition to cloud-based solutions [3]

RT Chris Maddern (@chrismaddern)an update on @OpenSea & broader internet services availabilityAs you may have seen online, Amazon AWS is experiencing a severe & extended service degradation. In practice, their primary east-coast datacenter is effectively inoperable — many websites & services are down.https://t.co/ZAe2Zwdwfb is currently up, however a number of upstream providers that power parts of OpenSea (including data storage, and blockchain indexing) are experiencing significant outages due to the AWS ...

Platform Overview - Dash is positioned as a decentralized digital cash and data storage DApp platform [1] - The platform emphasizes being fully-permissionless, instant, affordable, scalable, and private [2] Value Proposition - Dash empowers users with control over their money and data [2]

Core Insights - Oracle Corp (NYSE:ORCL) is highlighted as a potential winner in the upcoming product and service boom, as noted by finance professor Aswath Damodaran [2] - The company's recent quarterly results indicate a strong performance, with expectations for booked revenue to exceed $0.5 trillion [3] - Oracle's competitive advantages include a strong market position in enterprise databases and ERP software, a large and experienced sales force, and high customer retention rates [4] Financial Performance - Oracle's quarterly results surpassed management guidance and consensus expectations, particularly in remaining performance obligation (RPO) bookings [4] - The company anticipates at least 16% revenue growth in its 2026 fiscal year, driven by cloud growth exceeding 40% [4] - The transition to a cloud computing subscription-based model is expected to lead to faster growth over time due to higher customer lifetime value [4] Market Position - Oracle is recognized as a leader in the enterprise software market, particularly in database, infrastructure, and application software [4] - The company maintains a durable moat through high switching costs for clients, achieving renewal and retention rates in the mid-90% range [4] - The shift to cloud-based solutions positions Oracle well to benefit from the ongoing growth in data storage and enterprise application software [4]

Core Insights - Oracle Corp (NYSE:ORCL) shares surged following the announcement of its latest quarterly results, with expectations for booked revenue to exceed $0.5 trillion [2] - The company maintains a strong competitive position in enterprise databases and ERP software, catering to large clients such as banks and hospitals [2] - Oracle differentiates itself by providing cost-effective cloud services while integrating SaaS, ERP, and HCM, which creates high switching costs and a durable competitive advantage [2] Industry Context - The demand for computing resources is driving growth for companies like Oracle, as highlighted by industry experts [3] - There is a significant infrastructure boom, yet a capacity constraint exists, leading to a shortage of compute cycles to meet global demand [4] - The booming business of hyperscalers, including Oracle, is indicative of the increasing demand for computational resources in the market [4] Competitive Advantages - Oracle is recognized as a leader in the enterprise software market, with a strong position in database, infrastructure, application software, and cloud services [5] - The company benefits from a large and experienced direct sales force, a founder-driven management team, and a robust intellectual property portfolio [5] - High client retention rates in the mid-90% range and significant switching costs contribute to Oracle's competitive edge in the market [5]

此前，Irys @irys_xyz 和 Kaito 展开合作，开放了全球和 7 大地区排名的 Yap 排名的专区。具体奖励措施还未公布，但是很多大 V 都已经开始关注。从以往情况来看，上专区的项目大多都会有对应的 yapper 代币激励，如果在公布激励前开撸反而没那么卷Irys 是集数据存储、编程和 Dapp + AI 应用为一体的 L1 可编程数据链（programmable datachain）， 让数据同时具备可验证性、可执行性和永久储存性是它的最大特征，融资金额两轮共 890 万美元目前 Irys 已经开启了测试网，并且官方鼓励大家参与 Kaito 嘴撸（最近的热度翻了 10 倍），TGE 应该也不远了。现在参与机会主要有两个：1️⃣ 嘴撸在推上发表 Irys 相关内容，直接在 @KaitoAI 上查看实时排名2️⃣ 测试网水龙头每个钱包每天领 0.1 测试币，然后链接钱包，去体验各种互动小游戏。可以先跑着，为 TGE 做准备水龙头传送门放在评论区 ...

Company Overview - ICN Protocol 正在构建 AI 基础设施的存储层 [1] - ICN Protocol 专注于数据存储，而非算力 [2] Key Metrics - ICN Protocol 拥有超过 1,000 家企业客户 [1][2] - ICN Protocol 的年度经常性收入 (ARR) 达到 700 万美元 [2] Technology Focus - ICN Protocol 的存储层设计用于大规模、高吞吐量、区域分布式和可验证的数据 [2]