Core Insights - Celestica reported strong financial performance for fiscal year 2025, with revenue of $12.4 billion and adjusted EPS of $6.05, reflecting growth of 28% and 56% respectively [1] - The company achieved an adjusted operating margin of 7.5%, marking the second consecutive year of 100 basis points improvement, driven by AI-related demand and operational execution [1] Financial Performance - For Q4 2025, Celestica's revenue reached $3.65 billion, a 44% increase year over year, exceeding guidance [3][4] - Adjusted EPS for Q4 was $1.89, up 70% from the previous year, also surpassing the top end of guidance [3][4] - The adjusted operating margin for Q4 was a record 7.7%, up 90 basis points [3][4] Segment Performance - The Connectivity & Cloud Solutions (CCS) segment drove growth, with revenue increasing 64% to $2.86 billion, accounting for 78% of total revenue [6][7] - The Advanced Technology Solutions (ATS) segment saw a slight decline of 1% to $795 million, attributed to lower volumes in capital equipment and portfolio reshaping [8] Capital Expenditure and Growth Plans - Celestica plans to significantly increase capital expenditures to approximately $1 billion in 2026, up from $201 million in 2025, to expand operations in Texas, Thailand, and other locations [5][10] - The company raised its 2026 revenue guidance to $17 billion and adjusted EPS to $8.75, representing year-over-year growth of 37% and 45% respectively [15] Market Demand and Future Outlook - Demand from hyperscalers for networking and AI compute systems is expected to support CCS segment revenue growth of approximately 50% in 2026 [17] - Celestica has secured a design and manufacturing award for a 1.6T networking switch platform, with production expected to begin in 2027 [18] - Customer visibility extends into 2027 and beyond, with Celestica being viewed as a technology leader rather than just a supply chain partner [20]

Core Insights - Resmed (RMD) is scheduled to announce its second-quarter fiscal 2026 results on January 29, with adjusted earnings per share (EPS) of $2.55 in the last quarter, exceeding the Zacks Consensus Estimate by 2.41% [1] Group 1: Q2 Estimates - The Zacks Consensus Estimate for Resmed's revenues in Q2 fiscal 2026 is $1.39 billion, reflecting an 8.3% increase from the previous year [2] - The EPS estimate for the same quarter suggests a 10.3% rise to $2.68 [2] Group 2: Estimate Revision Trend - Earnings estimates for Resmed's fiscal second-quarter have remained stable over the past 60 days, indicating consistent expectations leading up to the announcement [3] Group 3: Factors Influencing Q2 Results - Strong demand for Resmed's mask portfolio in the U.S., Canada, and Latin America is expected to drive growth, with additional contributions from the VirtuOx acquisition [4] - Recent product innovations in the mask portfolio, such as the AirTouch F30i Comfort and AirTouch F30i Clear, are anticipated to positively impact revenues [5] - The integration of machine learning, AI, and generative AI in digital health products, including the Dawn personal sleep health assistant, may enhance overall revenue [6] - Device sales are likely to benefit from the availability of AirSense 10 and AirSense 11 sleep devices, with a projected 6.3% revenue increase in the Sleep and Breathing Health segment [7] Group 4: Residential Care Software - The Residential Care Software division is crucial for supporting the core Sleep and Breathing Health business, with expected revenue growth of 7.1% in Q2 fiscal 2026 [10] - The company is focusing on high-growth, higher-margin areas while reducing exposure to lower-growth segments [9] Group 5: Earnings ESP and Zacks Rank - Resmed has an Earnings ESP of -0.81%, indicating a lower chance of beating estimates, while holding a Zacks Rank of 2 (Buy) [11]

We came across a bullish thesis on Nova Ltd. on Asymmetric Edge’s Substack. In this article, we will summarize the bulls’ thesis on NVMI. Nova Ltd.'s share was trading at $403.62 as of January 12th. NVMI’s trailing and forward P/E were 52.42 and 41.15 respectively according to Yahoo Finance. Analyst Says ASML Holding (ASML) an ‘Exciting’ AI Investment - Here’s Why Nova Ltd. (NVMI) is a leading provider of metrology equipment and software essential for semiconductor manufacturing, listed on NASDAQ with a ...

Core Insights - NextNRG Inc. (NASDAQ:NXXT) experienced a significant share price increase of 36.22% from December 5 to December 12, 2025, making it one of the top-performing energy stocks for that week [1][2]. Company Performance - The company reported preliminary unaudited revenue of $7.51 million for November 2025, reflecting a substantial increase of 271% compared to the same month in the previous year [3]. - For the first eleven months of 2025, NextNRG's revenue reached approximately $73.5 million, indicating a strong potential for record full-year performance as it approaches December [3]. Strategic Developments - NextNRG secured a long-term Power Purchase Agreement (PPA) with Topanga Terrace Rehabilitation & Subacute Care Center in California, which spans 28 years and includes 2% annual rate escalators, expected to generate around $3.85 million in gross revenue over the contract duration [3]. - The company is focused on executing its growth strategy, expanding its project pipeline, and meeting annual targets, as stated by Michael D. Farkas, Executive Chairman and CEO [3]. Industry Context - NextNRG operates in mobile fueling operations and offers services in wireless EV charging, commercial fleet electrification, predictive grid analytics, and advanced microgrid systems, positioning itself within the growing energy sector [2].

RT Avi Chawla (@_avichawla)Bagging vs Boosting in ML, explained visually: https://t.co/7YOYTJiWKa ...

MLOps Fundamentals - MadeWithML is highlighted as a prime resource for integrating AI/ML with software engineering for production-grade solutions [1] - The first principles approach to MLOps is emphasized [1] - These MLOps fundamentals are directly applicable to LLMOps (Large Language Model Operations) [1] Resource Accessibility - The learning resource is 100% free and open-source [1]

Core Insights - AmpliTech Group Inc. is recognized as a promising long-term penny stock with significant upside potential, particularly following its recent strategic partnerships [1] - The company's involvement in ORAN 5G has led to substantial Letters of Intent (LOIs) translating into actual business, including a $78 million LOI that has already produced over $2 million in funded orders [2] - AmpliTech is integrating AI and machine learning into its ORAN 5G and Wi-Fi 6/7 solutions to enhance network optimization, security, and energy efficiency [3] Company Overview - AmpliTech Group Inc. specializes in designing, engineering, and assembling microwave component-based amplifiers, operating in two segments: Manufacturing & Engineering and Distribution [4] Business Developments - The company has secured a $40 million LOI that has generated more than half of its projected value in funded orders, along with an additional $3 million in orders exceeding the original LOI's expectations [2] - AmpliTech is set to showcase its advanced ORAN 5G technology, including a high-configuration 64T64R MIMO radio tailored for densely populated and military applications [3]

Core Insights - Teradata Corporation (NYSE: TDC) is transitioning from traditional on-premises business to a cloud-based platform powered by AI and machine learning [1] Company Overview - Teradata is an enterprise analytics and data platform provider [1] - The company is focusing on hybrid platforms as part of its transition strategy [1]

LLM Evaluation Tools - DeepEval transforms LLM evaluations into a two-line test suite [1] - DeepEval helps identify the best models, prompts, and architecture for AI workflows, including MCPs (Multi-Choice Preference) [1] - DeepEval is 100% open-source with 11 thousand stars [1] Framework Compatibility - DeepEval works with all frameworks like LlamaIndex, CrewAI, etc [1] Community Engagement - The author encourages readers to reshare the information [1] - The author shares tutorials and insights on DS (Data Science), ML (Machine Learning), LLMs (Large Language Models), and RAGs (Retrieval-Augmented Generation) daily [1]

Market Capitalization - Nvidia's stock price has increased more than tenfold compared to Apple's over the past two years [4] - Investors believe Apple has missed the AI wave, while Apple's Siri remains significantly behind competitors like Xiaomi's Xiao Ai [5][6] Historical Context - Steve Jobs' NeXT and Pixar were founded on advanced hardware designs, with NeXT introducing the NeXTdimension graphics card in 1991, which was ahead of its time [7][8] - NeXT's graphics accelerator utilized a superior Intel i860 processor, marking an early instance of GPGPU technology [9] Company Dynamics - Historical tensions between Apple and Nvidia stem from patent disputes and Nvidia's attempts to dominate Apple's ecosystem [14][15] - Apple has chosen to forgo Nvidia's GPUs to maintain control over its ecosystem, even impacting its automotive ambitions [15][16] Technological Developments - Apple is developing its own data center chips, with plans to utilize a "glue" approach for chip integration, similar to AMD's Chiplet strategy [17][18] - Apple has reportedly rented Google's TPU clusters for training and plans to mass-produce a data center chip designed by Broadcom next year [19] Competitive Landscape - Apple does not require CUDA within its ecosystem, similar to Google's situation [21][22] - The AI battlefield is shifting from cloud computing to user experience, with the competition between Nvidia's development ecosystem and Apple's application ecosystem defining the next decade [28]