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X @Mayne
Mayne· 2025-07-17 17:33
RT Breakout (@breakoutprop)We’re making a major change to how funded trading works at Breakout.Newly funded accounts will now run on A-Book execution.No more misaligned incentives. No more trading against the house.We’re fully aligned with our traders.Here’s what that means 👇 https://t.co/D8ZsfXPWnE ...
TechnipFMC Partners With Equinor to Enhance Heidrun Field
ZACKS· 2025-07-16 13:06
Key Takeaways FTI won a significant iEPCI contract from Equinor for the Heidrun extension in the Norwegian North Sea. The award followed a successful iFEED phase that optimized field layout and minimized lifecycle costs. The project supports Heidrun's long-term output while reducing environmental impact and capital expenditure.TechnipFMC plc (FTI) , a Houston, TX-based oil and gas equipment and services company, has been awarded a significant integrated Engineering, Procurement, Construction, and Installa ...
Why your team isn’t acting on your decisions | Dimos Karantzas | TEDxRizalStreet
TEDx Talks· 2025-07-09 16:00
Have you ever asked someone to do something and they just didn't? It happens to us almost every day. At work, for example, we might ask our colleagues, can we please call all of our customers and get feedback about how our product is and then no action or they don't really do it or they don't really feel connected, which is something that we don't want. Or maybe to our partners, can you please the famous, can you please take out the trust? and after hours it's still there. Or our parents, can you please sto ...
X @Messari
Messari· 2025-07-02 17:34
TEEs are turning privacy + performance into default blockchain infrastructure.Messari deep dive 👇cereal_killer (@FBitach):TEEs are becoming core to blockchain infra.Projects like @iEx_ec, @OasisProtocol, and @PhalaNetwork use TEE tech for confidential, verifiable computation at scale.Here’s why this matters 👇🔒 https://t.co/FPkCkJ2THD ...
X @Bloomberg
Bloomberg· 2025-06-29 12:15
It’s hard enough for governments to execute well on core functions like policing, schools and transit, says @mattyglesias. Why take on the assignment of running grocery stores? (via @opinion) https://t.co/iBcKF48mSm ...
Containing Agent Chaos — Solomon Hykes, Dagger
AI Engineer· 2025-06-28 16:30
AI agents promise breakthroughs but often deliver operational chaos. Building reliable, deployable systems with unpredictable LLMs feels like wrestling fog – testing outputs alone is insufficient when the underlying workflow is opaque and flaky. How do we move beyond fragile prototypes? This talk, from the creator of Docker, argues the solution lies outside the model: engineering reproducible execution workflows built on rigorous architectural discipline. Learn how containerization, applied not just to depl ...
Events are the Wrong Abstraction for Your AI Agents - Mason Egger, Temporal.io
AI Engineer· 2025-06-27 09:35
Welcome everyone. Uh my name is Mason Edgar. I work at Temporal and today we're going to talk about uh events are the wrong abstraction for your AI agents.So uh who here raise of hands recognizes what this diagram is out of curiosity. Okay. So this is a map of our solar system um in a geocentric projection. Uh this is where we have earth as the center of our solar system and this is how celestial objects move around the earth.And this was used to kind of calculate uh celestial trajectories prior to like the ...
X @Bankless
Bankless· 2025-06-26 18:31
Privacy in Crypto Is Getting an UpgradeNew privacy technologies are emerging: MPC, FHE, TEEs, and zkTLS. Each tackles privacy from a different angle — and major projects are building with them now.Here’s how these technologies work — and where they’re going👇~~ Analysis by @davewardonline ~~Multi-Party Computation (MPC)MPC allows multiple parties to compute something together without revealing their inputs.Say six friends want to find their average salary without revealing individual amounts. Each splits the ...
3 Reasons Take-Two Stock is a Sell Despite a 32% YTD Surge
ZACKS· 2025-06-25 16:51
Core Viewpoint - Take-Two Interactive Software (TTWO) has seen a 32% increase year to date, but this rally is viewed with caution due to fundamental weaknesses and concerning financial metrics indicating the stock may be overvalued and due for a correction [1][10]. Financial Performance - Take-Two reported a GAAP net loss of $4.48 billion for fiscal 2025, worsening from a $3.74 billion loss the previous year, primarily due to goodwill impairment charges of $3.55 billion [2]. - The company's operational cash flow turned negative at $45.2 million for fiscal 2025, highlighting fundamental weaknesses despite the stock's recent surge [3]. - Adjusted EBITDA for the full year was only $199.1 million, indicating a disconnect between financial performance and stock price appreciation [4]. Revenue and Growth Expectations - The Zacks Consensus Estimate for fiscal 2026 revenues is $5.99 billion, reflecting a 6.1% year-over-year growth, with earnings expected to rise 42.93% to $2.93 per share [5]. - The company's fiscal 2026 guidance for net bookings is $5.9-$6 billion, representing only 5% growth, which does not justify the recent stock surge [7]. Dependence on Key Releases - Take-Two's business model is heavily reliant on a few blockbuster releases, with the anticipated Grand Theft Auto VI release delayed to May 26, 2026, impacting near-term revenue expectations [6][7]. - The concentration risk is evident as a small number of franchises, such as NBA 2K and Grand Theft Auto, generate the majority of income, limiting diversification [8]. Growth Trajectory and Margin Pressures - The company faces a declining growth trajectory, with guidance indicating flat recurrent consumer spending in fiscal 2026, raising concerns for its business model [9]. - Operating expenses are projected to increase by 3% year-over-year, primarily due to higher marketing costs, which, combined with modest revenue growth, suggests margin compression [12]. - Capital expenditures are planned at approximately $140 million for fiscal 2026, which may not yield immediate returns, adding pressure to near-term financial performance [13]. Competitive Landscape - Take-Two trades at a premium P/E ratio of around 55.11, significantly above the industry average of 34.38, indicating a stretched valuation [14]. - The gaming industry is increasingly competitive, with major players like Microsoft and Sony capturing market share, while Take-Two struggles to match operational metrics of competitors like Electronic Arts and Activision Blizzard [22].