It’s now been about three months since my previous bullish rating on Joby Aviation, Inc. ( JOBY ), where the FAA-type certification drove my primary bullish outlook. The stock has gained aboutFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked investment o ...

now it is a fair counter that first principles does not matter here as much as chronology and time dependencethat is likely correct on several dimensions, but the grander point is that there is no objective reason why new SoVs can't arise ...

Vitalik with the first-principles slapDon't be evil -> can't be evilCEX < DEX https://t.co/xIVPHr8eWM ...

Towards the end of September, I rated TTM Technologies, Inc. ( TTMI ) as a buy due to an expansion in Wisconsin and the acquisition of Land in Penang. The company wasFirst Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked investment opportunities.With a strong ...

Core Insights - The article discusses the positive outlook for UnitedHealth Group, driven by increasing membership and effective cost-cutting strategies [1] Group 1: Company Performance - UnitedHealth Group has seen a bolstering in membership, which is a key driver for its growth [1] - The company is implementing cost-cutting strategies that are expected to enhance profitability [1] Group 2: Analyst Background - The analyst specializes in technology, innovation, and sustainability investment, utilizing a "First Principles" approach to identify investment opportunities [1] - The analyst has a strong background in investment, private equity, and venture capital, with a proven track record of delivering strong returns [1]

Core Viewpoint - The article expresses a bullish outlook on LG Display Co., Ltd. (NYSE: LPL), primarily due to its innovative display technology, specifically the RGB Tandem OLED, which is considered the best in the world [1]. Company Analysis - LG Display is leveraging new technology in its display business, which is expected to enhance its market position and drive growth [1]. - The RGB Tandem OLED technology represents a significant advancement in display technology, potentially leading to increased demand and sales for LG Display [1]. Investment Perspective - The analyst emphasizes a unique investment approach called "First Principles," which focuses on breaking down complex financial and technological problems to identify overlooked investment opportunities [1]. - The analyst has a strong background in investment, private equity, and venture capital, indicating a solid foundation for evaluating investment opportunities in the technology sector [1].

Core Viewpoint - The article expresses a bullish outlook on LG Display Co., Ltd. (NYSE: LPL) due to its innovative display technology, specifically the RGB Tandem OLED, which is highlighted as the best in the world [1]. Group 1: Company Insights - LG Display is recognized for its advancements in OLED technology, particularly the RGB Tandem, which positions the company favorably in the display market [1]. - The company is expected to benefit from emerging technologies and sustainable investing trends, aligning with broader market shifts towards innovation [1]. Group 2: Analyst Background - The analyst has a strong background in investment, private equity, and venture capital, indicating a solid foundation for evaluating investment opportunities [1]. - The approach taken by the analyst, termed "First Principles," focuses on breaking down complex financial and technological problems to identify overlooked investment opportunities [1].

Group 1 - The core viewpoint is bullish on Bitcoin Depot Inc. (NASDAQ: BTM) due to its expansion of bitcoin treasury holdings to 100.35 Bitcoins, with a recent purchase of 6 Bitcoins for $0.6 million [1] - The company has previously acquired 83 Bitcoins, indicating a strategic approach to increasing its cryptocurrency assets [1] Group 2 - The analyst emphasizes a unique investment approach called "First Principles," which focuses on breaking down complex financial and technological problems to identify overlooked investment opportunities [1] - The analyst has a strong background in investment, private equity, and venture capital, showcasing a proven track record of delivering strong returns [1] - Articles published on Seeking Alpha highlight themes of emerging technologies, sustainable investing, and the intersection of innovation and finance [1]

Core Viewpoint - Aeluma, Inc. (NASDAQ: ALMU) is rated as a buy due to significant contracts with NASA, the Department of Energy (DOE), and the US Navy, which are expected to drive revenue growth in FY2026 [1] Group 1: Company Overview - Aeluma, Inc. has secured contracts with key government agencies, indicating strong potential for future revenue [1] - The company's focus on technology, innovation, and sustainability positions it well within the investment landscape [1] Group 2: Analyst Background - The analyst employs a "First Principles" approach to investment analysis, breaking down complex problems to identify overlooked opportunities [1] - The analyst has a strong background in investment, private equity, and venture capital, with a proven track record of delivering strong returns [1]

Core Viewpoint - The company Rezolve AI PLC (NASDAQ: RZLV) is viewed positively due to its partnership with Google and Microsoft, which is expected to enhance its market performance [1]. Group 1: Company Performance - Prior to the partnership with major tech firms, Rezolve AI PLC experienced poor price returns, leading to a significant decline at one point [1]. Group 2: Analyst Background - The analyst, associated with First Principles Partners, specializes in technology, innovation, and sustainability investments, employing a unique approach that breaks down complex problems to identify overlooked investment opportunities [1]. - The analyst has a strong background in investment, private equity, and venture capital, with a proven track record of delivering strong returns [1]. Group 3: Investment Focus - Articles published on Seeking Alpha by the analyst focus on emerging technologies, sustainable investing, and the intersection of innovation and finance, aiming to share insights and learn from fellow investors [1].