Vishay Precision Group (VPG) Q2 2025 Earnings Call August 05, 2025 09:00 AM ET Speaker0Hello, everyone, and welcome to the VPG Second Quarter twenty twenty five Earnings Call. My name is Ezra, and I will be your coordinator today. I will now hand you over to our host, Steve Cantor, Senior Director of Investor Relations to begin. Please go ahead.Speaker1Thank you, Ezra, and good morning, everyone. Welcome to VPG's twenty twenty five second quarter earnings call. Our Q2 press release and slides have been post ...

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Elon Musk"Tesla is the only company with all the ingredients for making intelligent humanoid robots at scale. My prediction is that Optimus will be the biggest product of all time by far. It will be 10 times bigger than the next biggest product ever made.""Tesla is the only company with all the ingredients for making intelligent humanoid robots at scale. My prediction is that Optimus will be the biggest product of all time by far. It will be 10 times bigger than the next biggest product ever made." ...

RT ARK Funds (@ARK_Funds)Until now, automation has handled only narrow, repetitive tasks. Humanoid robots are changing this. By mimicking humans, they may replace existing labor and turn household and informal work into economic value. We unpack the potential impact in a new blog.https://t.co/mAlgmBWrIy ...

RT ib (@Indian_Bronson)You should cherish today's world.It won't remain for long.- humanoid robots aren't *everywhere*- flying drones aren't *everywhere*- can do work making you valuable to others without specialized/hard-won/secret knowledge (pre-40s)- still legal to manually drive to go where you like- distinct global cultures and languages still exist- most people still share the same pre-/non-digital formative experiences- there are no large scale wars or trade breakdowns between nuclear states or globa ...

Core Viewpoint - TSMC is projected to achieve "record profit" in 2025, with CEO C.C. Wei expressing confidence in the company's growth despite potential tariff impacts [1][3]. Group 1: Company Growth and Market Demand - TSMC anticipates continued sales growth in the mid-20% range, driven by high demand for artificial intelligence applications and emerging markets such as humanoid robots [4]. - The company believes that even if U.S. demand for semiconductors decreases due to tariffs, alternative buyers will sustain overall demand [3]. Group 2: Financial Performance and Stock Valuation - TSMC reported a profit of $39.4 billion over the past year, but its free cash flow (FCF) was only $27.3 billion, indicating a cash profit of approximately $0.69 for each $1 in claimed profit [5][6]. - The company's price-to-earnings (P/E) ratio is 24, which appears attractive compared to its growth rate, but the price-to-free-cash-flow ratio exceeds 31, suggesting that TSMC stock may still be considered expensive [5][6].

Additionally, the stronger free cash flow (over RMB3bn) during theperiod increased net cash to RMB33.3bn. Affected by the postponedall-new model launch and model switch, 2Q25 delivery guidance seemsa bit lower than estimates. Yet we expect strong rally in 2H25 driven byseveral all-new flagship models (G7, next-gen P7, Kunpeng EREVs),while 4Q25 gross margin set to reach high-teens with profitability atthe bottom line. We reckon its recent share prices underperformancemay partially reflect market skepticism o ...