Core Viewpoint - Momentum investing focuses on "buying high and selling higher" rather than traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Strategy - Momentum investors typically do not time the market, instead they capitalize on stocks that are already trending upwards [1] - Identifying the right entry point for fast-moving stocks can be challenging, as these stocks may lose momentum if their valuations exceed future growth potential [2] Group 2: Investment Opportunities - Investing in bargain stocks that have recently shown price momentum can be a safer strategy [3] - 3D Systems (DDD) is highlighted as a strong candidate due to its recent price momentum, with a four-week price change of 47.2% [4] - DDD has gained 82.5% over the past 12 weeks, indicating strong long-term momentum [5] - The stock has a beta of 2.11, suggesting it moves 111% higher than the market in either direction [5] Group 3: Valuation and Earnings Estimates - DDD has a Momentum Score of B, indicating a favorable time to invest [6] - The stock has a Zacks Rank 2 (Buy) due to upward revisions in earnings estimates, which attract more investor interest [7] - DDD is trading at a Price-to-Sales ratio of 0.97, suggesting it is undervalued at present [7] Group 4: Additional Investment Options - Besides DDD, there are other stocks that meet the criteria of "Fast-Paced Momentum at a Bargain" [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]

Group 1 - The 2025 Most Fundable Companies list recognizes 15 promising U.S.-based startups with strong investment potential, evaluated from over 2,300 early-stage companies [1][3] - The winning companies span diverse industries including aerospace, medical technology, construction, consumer health, and sustainable packaging [2][4] - The program aims to connect startups with investors while highlighting business viability, but selection does not constitute investment advice [3] Group 2 - Notable companies include Avol, developing autonomous electric aircraft, and Azure Printed Homes, utilizing recycled polymers and 3D printing for home construction [2] - Healthcare and biotechnology companies such as Siren Biotechnology, focusing on cancer therapy, and Somnair, developing a treatment for sleep apnea, are included [5] - Consumer-focused ventures like Scarlet by RedDrop, offering puberty education products, and Mela Vitamins, addressing wellness for people of color, are also recognized [6] Group 3 - Additional honorees include PVpallet, providing reusable shipping platforms, and Space Phoenix Systems, enabling logistics for space transport [8]

Core Insights - Flashforge's new multi-color printer, AD5X, has quickly gained traction in the U.S. market, climbing Amazon's bestseller rankings shortly after its launch [1][8] - The innovative all-in-one design of AD5X enhances space efficiency and has earned it recognition at the 2025 London Design Awards [3] - AD5X offers a strong balance of performance and affordability, priced at approximately $379.99, making it competitive in the consumer 3D printing market [6] Product Features - The AD5X features a self-developed Intelligent Filament System (IFS) that ensures ease of use and stable output, compatible with various filaments including engineering and flexible options [5] - The printer is equipped with a hardened steel nozzle, allowing it to handle advanced materials like PLA-CF and PETG-CF, which are typically found in professional-grade printers [5] Market Strategy - The availability of AD5X in all 29 Micro Center stores across the U.S. allows consumers to experience the product in-store, enhancing its market presence [8] - Extensive media coverage and social media engagement from industry influencers have contributed to the growing buzz around AD5X, positioning it for sustained sales growth [8][9] - Flashforge's established reputation in the consumer 3D printing space, combined with the innovative features of AD5X, strengthens its competitive position against brands like Bambu Lab and Anycubic [9]

Core Insights - 3D Systems has launched the MJP 300W Plus, an advanced 3D wax printer designed for jewelry manufacturing, offering enhanced efficiency and quality for jewelers of all sizes [1][5][12] Product Features - The MJP 300W Plus features three print modes—High Resolution, Premium, and Standard—resulting in a 30% increase in productivity and a 20% reduction in overall material usage compared to other wax pattern solutions [2][8] - The printer utilizes break-away supports that can reduce post-processing time by up to 60% and support material waste by up to 50%, leading to lower costs and improved throughput [3][7] Design and Security - The printer maintains pattern design files locally to protect intellectual property and is designed to comply with upcoming Cybersecurity Standards effective in 2027 in the U.S. and Europe [4][7] Market Potential - The 3D-printed precious metal jewelry market is projected to grow from $1 billion to $3 billion by 2030, indicating significant growth opportunities for 3D Systems and its products [7]

Core Insights - 3D Systems is shifting its strategic focus towards its proprietary polymer solution, 3D Sprint®, while divesting its software platforms Oqton® MOS and 3DXpert® to enhance innovation and value delivery in additive manufacturing [1][6][9] - The divestiture aims to foster industry standardization in metal printing processes, which is essential for accelerating customer adoption and increasing investment in software capabilities [2][4] - Hubb Global Holdings has signed an agreement to acquire Oqton MOS and 3DXpert, with the transaction expected to close in Q4 2025, enhancing their capabilities and driving broader industry adoption [3][4] Company Strategy - 3D Systems will concentrate R&D efforts on advancing 3D Sprint, leveraging AI and machine learning to improve part quality and optimize manufacturing workflows [6][9] - The company aims to provide integrated additive manufacturing solutions that enhance ease-of-use in factory environments, focusing on high-volume production [6][9] - The partnership with Hubb Global Holdings will support the integration of 3DXpert into their metal solution portfolio, aiming to accelerate the adoption of production-scale 3D metal printing [5][6] Industry Impact - The transition of Oqton MOS and 3DXpert to an independent developer is expected to accelerate OEM adoption of additive manufacturing and standardization in the metal printing industry [2][4] - Oqton MOS is designed to manage complete workflows for additive component printing, enhancing productivity and reliability in manufacturing processes [8] - The divestiture is anticipated to benefit the entire 3D printing industry by maintaining an industry-wide focus and accelerating growth [8]

Core Insights - Scandium Canada Ltd. has confirmed advancements in aluminum-scandium (Al-Sc) alloys for additive manufacturing, specifically addressing the challenge of cracking in high-strength aluminum alloys [1][2] - The company has established a division, Scandium+, to focus on the commercialization of these alloys and engage with end-users [1][2] Group 1: Technological Advancements - The new Al-Sc alloys are designed for high-strength and lightweight applications in sectors like aerospace and automotive, promoting sustainability and energy efficiency [2][3] - The alloys maintain a grain-refining effect, allowing for significant reductions in scandium content while preventing hot cracking during laser powder-bed fusion (L-PBF) processing [3] - Testing has shown that the new alloys achieve relative densities above 99% under optimal conditions, indicating high component integrity [3] Group 2: Mechanical Properties - Ultimate tensile strengths (UTS) of the alloys range from approximately 330 to 380 MPa in the as-built state, with heat treatment increasing UTS by 17–25% [3] - The proprietary blending procedure minimizes defect density, significantly reducing microcracks and microporosity compared to previous generations of L-PBF aluminum alloys [3] Group 3: Intellectual Property and Commercialization - A new international patent application has been filed under the Patent Cooperation Treaty (PCT) to protect the innovations developed in partnership with McMaster University [4] - An ongoing study with Productique Quebec is assessing 10 short-term commercial opportunities for Scandium Canada's alloys, targeting various applications beyond L-PBF [5] Group 4: Company Overview - Scandium Canada aims to become a market leader in scandium by developing its Crater Lake mining project and focusing on the commercialization of Al-Sc alloys [6] - The Scandium+ division is dedicated to unlocking the potential of scandium through strategic partnerships and innovative technology [7]

Core Viewpoint - Momentum investing focuses on "buying high and selling higher," contrasting with traditional strategies of "buying low and selling high" [1] Group 1: Momentum Investing Characteristics - Momentum investing can be risky as stocks may lose momentum when their valuations exceed future growth potential, leading to potential losses for investors [2] - A safer approach may involve investing in bargain stocks that are experiencing recent price momentum, utilizing tools like the Zacks Momentum Style Score to identify such opportunities [3] Group 2: Case Study - 3D Systems (DDD) - 3D Systems (DDD) has shown significant price movement, with a 13.7% increase over the past four weeks, indicating growing investor interest [4] - Over the past 12 weeks, DDD's stock has gained 61.2%, with a beta of 2.09, suggesting it moves 109% higher than the market on average [5] - DDD has a Momentum Score of B, indicating a favorable time to invest based on its momentum characteristics [6] Group 3: Earnings Estimates and Valuation - DDD's upward trend in earnings estimate revisions has contributed to its Zacks Rank 2 (Buy), as analysts raising estimates typically attract more investor interest [7] - The stock is currently trading at a Price-to-Sales ratio of 0.70, suggesting it is undervalued at 70 cents for each dollar of sales, providing room for further price appreciation [7] Group 4: Additional Investment Opportunities - Besides DDD, there are other stocks that meet the criteria of the 'Fast-Paced Momentum at a Bargain' screen, presenting additional investment opportunities [8] - Investors can explore over 45 Zacks Premium Screens tailored to different investing styles to identify potential winning stocks [9]

Financial Data and Key Metrics Changes - Revenue for Q2 2025 was $25.8 million, a year-over-year growth of approximately 72% compared to $15 million in Q2 2024, primarily driven by the acquisition of Markforged which contributed $16.1 million in revenue [11] - Excluding Markforged, revenue was $9.7 million for the quarter, down 35% year over year, reflecting strategic diversity tools and macroeconomic headwinds [12] - Gross profit for the quarter was $11.6 million, with a gross margin of approximately 44.7%, a decrease from 46.1% in the prior year [12] - Adjusted EBITDA for the quarter was a loss of $16.7 million compared to a loss of $14.6 million last year [12] Business Line Data and Key Metrics Changes - The integration of Markforged is progressing as planned, with efforts focused on identifying synergies and aligning operations [7] - The acquisition of Desktop Metal resulted in a non-cash impairment of $139.4 million and a loss from its operation of $30.4 million during the quarter [7] Market Data and Key Metrics Changes - Positive momentum is noted in regulated industries such as defense, with a critical defense order valued at approximately $3 million completed during the second quarter [9] - Global brands like Nestlé are expanding their use of Markforged systems, indicating scalability and tangible ROI for customers [9] Company Strategy and Development Direction - The company is exploring a comprehensive range of strategic alternatives to unlock shareholder value, engaging Guggenheim Securities and Houlihan Lokey as financial advisors [6] - The focus is on high-value technologies and opportunities, with a commitment to capital discipline and margin expansion [9][16] Management's Comments on Operating Environment and Future Outlook - Management acknowledges macroeconomic headwinds, particularly in industrial sectors, but expresses confidence in the foundation being built for long-term growth [8][9] - The company aims to lead the future of advanced digital manufacturing, focusing on delivering innovative solutions to customers [16] Other Important Information - The transition from IFRS to U.S. GAAP reinforces the company's commitment to financial transparency [11] - Total cash, cash equivalents, and investable securities stood at $551 million at the quarter end, providing substantial liquidity for strategic options [13][14] Q&A Session Summary - The Q&A session was not detailed in the provided content, and no specific questions or answers were recorded [18]

Core Insights - Stratasys Ltd. has released its fourth annual Environmental, Social and Governance (ESG) and Sustainability Report, highlighting significant advancements in its Mindful Manufacturing™ principles [1] - The 2024 report features the company's first-ever year-over-year Scope 3 greenhouse gas (GHG) emissions disclosure, which has been verified by independent third parties [1]

Core Insights - Flashforge is expanding its U.S. retail presence by launching the AD5X multi-color FDM printer at all 29 Micro Center stores starting September 1, 2025, allowing customers to experience the product in person [1][3] - Micro Center, recognized as the 1 Tech Retailer in America by PCMag Readers' Choice 2024, has been serving over 22 million tech enthusiasts since its founding in 1979, enhancing Flashforge's brand visibility among mainstream consumers [3] - The AD5X printer features significant upgrades over its predecessor, the Adventurer 5M, including an integrated IFS system for four-color printing, high-speed capabilities of up to 600 mm/s, and compatibility with various materials like TPU 64D, catering to makers and small-batch production [5][7] Company Overview - Flashforge, established in 2011, focuses on delivering advanced and accessible 3D printing solutions, with a diverse product portfolio that includes FDM, MJP, and resin-based technologies [7] - The Adventurer 5M has been a global best seller on Amazon, and Flashforge products are available in over 70 countries, serving millions of users worldwide [7]