Core Insights - Krown Technologies and Quantum eMotion are advancing the development of quantum-secure cryptocurrency wallets, specifically the Qastle Quantum Hot Wallet and the Excalibur Quantum Cold Wallet, to protect digital assets from quantum computing threats [1][9] Group 1: Product Development - The Excalibur Cold Wallet is designed to be compact and offers universal compatibility, utilizing QeM's Quantum Random Number Generator (QRNG) technology, which reduces monetary loss risk by up to 98% compared to traditional cold wallets [3] - The Qastle Hot Wallet aims to provide quantum-grade security for online transactions, integrating advanced post-quantum algorithms to protect against quantum attacks [4] Group 2: Strategic Partnerships - The collaboration between Krown Technologies and Quantum eMotion is enhanced by a partnership with Esposito Intellectual Enterprises, which aims to accelerate the commercialization and visibility of the quantum-secure wallets [5][6] - Esposito Intellectual Enterprises leverages its extensive network to promote the adoption of Krown's Qastle and Excalibur wallets across various sectors [6] Group 3: Industry Context - The advancements in quantum cybersecurity are crucial as recent research indicates that quantum computers could potentially break traditional encryption more easily than previously thought [9]

Core Viewpoint - Radware, a leader in application security and delivery solutions, is set to announce its second quarter results on July 30, 2025, and will provide an outlook for the third quarter of 2025 [1][2]. Company Overview - Radware specializes in application security and delivery solutions for multi-cloud environments, utilizing AI-driven algorithms for real-time protection against sophisticated cyber threats [3]. - The company's solutions are relied upon by enterprises and carriers globally to address evolving cybersecurity challenges while reducing operational costs [3]. Conference Call Details - The management will host a conference call on July 30, 2025, at 8:30 AM EDT to discuss the second quarter results and future outlook [2]. - Participants are encouraged to join the call 15 minutes early, with toll-free numbers provided for both US and international participants [2]. Replay Information - A replay of the conference call will be available for seven days after the call, accessible via specified telephone numbers [3].

Core Insights - The evolution of artificial intelligence (AI) is seen as the next significant technological leap, similar to the internet's impact on corporate growth [2][4] - AI is projected to add $15.7 trillion to the global economy by 2030, creating numerous investment opportunities [4] Group 1: Investment Opportunities - Alphabet (Google's parent company) is identified as a strong buy due to its historically low valuation and dominant market share in internet search, holding 89.6% as of May 2025 [5][6] - Alphabet's revenue is heavily reliant on advertising, which constitutes approximately 74% of its net sales, positioning it well for economic growth [7][8] - Google Cloud is highlighted as a key growth driver, with an annual run-rate revenue exceeding $49 billion, benefiting from generative AI solutions [9] - Alphabet's shares are trading at a forward price-to-earnings (P/E) ratio of 17.5, representing a 28% discount to its five-year average [10] - Okta, a cybersecurity company, is also recommended as a buy, with a forward P/E ratio of 27 and a subscription-based model that offers high margins [12][16] - The demand for cybersecurity solutions is expected to grow, driven by the increasing necessity for businesses to protect sensitive data [13] Group 2: Investment Risks - Palantir Technologies is flagged as a stock to avoid due to its excessively high price-to-sales (P/S) ratio, which recently surpassed 110, indicating overvaluation [17][19] - Despite having a sustainable business model with predictable cash flow, Palantir's valuation is considered unsustainable compared to historical norms for innovative companies [18][19] - The narrow customer base for Palantir's most profitable segment, Gotham, limits its long-term growth potential, as it primarily serves the U.S. and its allies [22]

The world’s largest internet security provider just defaulted to blocking AI crawlers—and lets publishers set a price for scraping. https://t.co/hbiu78HXZ3 ...

Core Viewpoint - Zscaler, Inc. is a leading player in the cybersecurity sector, but its high price-to-sales (P/S) multiple of 15.56X raises concerns about its valuation amid slowing growth rates [1][6]. Financial Performance - In Q3 FY25, Zscaler reported a year-over-year revenue growth of 22.6%, a decline from the 30% range in FY24 and 40% in FY23 [3][4]. - The revenue growth forecast for FY25 is expected to be around 22.7%, indicating a continued slowdown [4]. - The Zacks Consensus Estimate for Zscaler's FY25 earnings suggests a year-over-year decline of 0.31% [7]. Competitive Landscape - Zscaler faces increasing competition from established cybersecurity firms such as Palo Alto Networks, CyberArk, and CrowdStrike, which are investing heavily in innovative cybersecurity solutions [5][6]. - The company must maintain high spending on R&D to stay competitive and innovate in the market [5][6]. Growth Initiatives - Zscaler's New Growth Categories, which include Zero Trust Everywhere and Agentic Operations, reached approximately $1 billion in annual recurring revenues (ARR) [10]. - The company has successfully implemented its Zero Trust Exchange, gaining over 210 adoptions and achieving 60% quarter-over-quarter growth in Q3 FY25 [9]. - Zscaler's total ARR reached $2.9 billion in Q3 FY25 [10]. Strategic Partnerships and Innovations - Zscaler has launched new solutions like Asset Exposure Management and partnered with SAP to integrate its services within SAP's RISE framework [11]. - The company is enhancing its offerings with AI technologies through partnerships with NVIDIA and CrowdStrike [12]. Government Sector Expansion - Zscaler is expanding its GovCloud solutions and has enabled numerous government agencies to utilize its products, serving 14 out of 15 U.S. cabinet-level agencies [14][15]. - The inclusion in Amazon Web Services' Internet Control Message Protocol enhances Zscaler's accessibility to U.S. federal agencies [15]. Market Performance - Zscaler's share price has surged 74% year-to-date, outperforming the Zacks Security Industry and its peers [16].

Key Takeaways PANW added over 90 new platformized deals in Q3, reaching 1,250 among its top 5,000 accounts. Large wins include a $90M deal replacing legacy SIEM and a $46M switch by a financial services firm. Only 2% of PANW's 70,000 customers are fully platformized, showing significant future growth potential.Palo Alto Networks (PANW) is gaining strong traction with its platformization strategy, which involves getting customers to adopt multiple PANW products across network, cloud, and security operation ...

Core Insights - Gorilla Technology Group Inc. (GRRR) announced a $105 million direct offering of common stock, including a $100 million investment from a new institutional investor [1][2] - The company will sell 6 million shares at $17.50 per share, which is a significant discount from its previous closing price of $22.38 [4][8] - The fresh capital will enhance Gorilla's ability to pursue large-scale projects and fund previously announced acquisitions [2][5] Funding and Acquisitions - The funding will support acquisitions, bid bonds, and growth in AI and smart city technologies [8] - Gorilla Technology agreed to acquire two Thai tech firms, CNS and its subsidiary CANS, to gain access to their AI platforms and customer base in Thailand [3][8] Market Position and Performance - Gorilla Technology's shares have gained 10.1% year to date, outperforming the broader industry [7] - The company trades at a forward price-to-sales ratio of 3.25X, above the industry average of 2.86X, with a Zacks Consensus Estimate for 2025 earnings implying a 115.8% improvement year over year [9]

Core Insights - Fortinet has been recognized as the Overall Leader in the IT/OT Network Protection Platform Navigator 2025 report by Westlands Advisory, achieving top rankings in both strategic direction and capability for IT/OT security [1][2] Company Overview - Fortinet is a global leader in cybersecurity, focusing on the convergence of networking and security, with over 20 years of experience in protecting operational technology environments [2][7] - The company offers a comprehensive OT security platform that integrates advanced threat detection and protection capabilities, enhancing cyber resiliency and production reliability [3][5] Product and Technology Highlights - The Fortinet OT Security Platform provides end-to-end network segmentation, asset visibility, and advanced threat protection, all managed through a unified platform [3][4] - The platform includes over 20 products across three solution pillars: Secure Networking, Unified SASE, and Security Operations, delivering high-performance security solutions across IT and OT infrastructures [4][5] - Fortinet's custom-built ASIC technology in FortiGate appliances ensures high network security performance and reliability, essential for 24/7 operational technology environments [5] Market Position and Recognition - Fortinet's OT security innovations have been recognized with multiple industry awards, including the 2024 Red Dot Product Design Award and the 2025 Gold Product of the Year Award for FortiGate Rugged 70G-5G-DUAL [4][5] - The company has established significant market share and growing alliances in the OT cybersecurity space, reflecting deep trust from customers and partners [2][4]

Core Viewpoint - Maris-Tech Ltd. has entered into a distribution agreement with Precision Technologies to enhance its presence in the Asia-Pacific defense and security markets, promoting its video-based edge AI computing solutions [1][2][3] Group 1: Agreement Details - The distribution agreement allows Precision Technologies to promote and distribute Maris-Tech's full range of video-based edge AI computing solutions across key markets including defense, homeland security, aerospace, and commercial sectors in Singapore [2] - This collaboration is seen as a significant milestone for Maris-Tech, indicating a strong vote of confidence in its technology and products [3] Group 2: Company Overview - Maris-Tech is recognized as a global leader in video and AI-based edge computing technology, specializing in intelligent video transmission solutions that address complex encoding-decoding challenges [4] - The company offers miniature, lightweight, and low-power products that provide high-performance capabilities such as raw data processing, seamless transfer, advanced image processing, and AI-driven analytics [4] - Founded by veterans of the Israeli technology sector, Maris-Tech serves leading manufacturers in various industries including defense, aerospace, intelligence gathering, homeland security, and communication [4]

Core Viewpoint - Check Point Software Technologies Ltd. will announce its financial results for Q2 2025 on July 30, 2025, before U.S. markets open [1] Company Overview - Check Point is a leading provider of cyber security solutions, protecting over 100,000 organizations globally [2] - The company utilizes AI-powered solutions and its Infinity Platform to deliver industry-leading security efficacy while reducing risk [2] - Check Point's hybrid mesh network architecture, with SASE at its core, unifies management across on-premises, cloud, and workspace environments [2]