For those of us that had no audience to get rich from bybit or other CEX reflinks in 2021+ mania, do we think Coinbase advanced (for perps/etc) will have reflinks for us to shill to our TradFi and stock maxi friends? ...

Core Insights - Quantum computers have the potential to revolutionize industries by performing complex calculations much faster than current supercomputers [1] - D-Wave Quantum and IonQ are two companies in the quantum computing sector that present intriguing investment opportunities, but their performance and strategies differ significantly [2] D-Wave Quantum - D-Wave's stock has increased over 90% in 2025, reaching a 52-week high of $19.77 in May, driven by a 509% year-over-year increase in Q1 revenue to $15 million, surpassing its total sales of $8.8 million for all of 2024 [4][5] - The revenue surge was attributed to the first sale of its proprietary Advantage quantum machine, shifting from a previous reliance on quantum computing as a service (QCaaS) [5] - D-Wave's Q1 operating loss improved to $11.3 million from $17.5 million in 2024, with total assets of $325.6 million, including $304.3 million in cash, and liabilities of $118.2 million [6] - The company has sufficient cash reserves, approximately $815 million after an equity offering, to sustain operations until profitability, with some funds allocated for acquisitions [7] IonQ - IonQ's stock performance has been less impressive, with a 9% increase through July 9, attributed to disappointing Q1 results [8] - Q1 revenue was flat at $7.6 million compared to 2024, while operating losses increased to $75.7 million from $52.9 million the previous year [9] - IonQ maintains a strong balance sheet with total Q1 assets of $850.1 million and liabilities of $85 million, and announced a $1 billion equity offering to bolster finances [10] - The company is focused on building a quantum computing network, which is costly and requires acquiring various capabilities, such as the recent acquisition of Lightsynq Technologies [11] Comparative Analysis - D-Wave claims to be the sole provider of both quantum gate technology and quantum annealing, while IonQ is pursuing a network-building strategy [12] - The long-term success of either company remains uncertain, with potential competition from larger players like Microsoft [13] - D-Wave's impressive Q1 results may not be sustainable, as they represent a shift from its traditional revenue model [14] - IonQ, despite a slow start in 2025, reported a 95% year-over-year revenue growth to $43.1 million by the end of 2024 and projects sales between $75 million and $95 million for 2025 [15] - Valuation metrics indicate that both D-Wave and IonQ have higher price-to-sales (P/S) ratios compared to Microsoft, suggesting potential overvaluation [16] Investment Strategy - Given the high valuations and uncertainty in the quantum computing sector, it may be prudent to wait for Q2 earnings reports to assess the sustainability of D-Wave's Q1 results and IonQ's recovery potential [18]

Group 1: Amprius Technologies - Amprius Technologies' stock price is rising, reaching multi-year highs in Q3 2025, driven by improved manufacturing capabilities and increased sales, with Q1 revenue exceeding consensus by approximately 35% [2][3] - The company specializes in advanced silicon-anode lithium-ion batteries, serving diverse industries including aerospace and defense, with a client base growing by roughly 65% in Q1 to over 100 [4] - Analysts unanimously rate AMPX as a Buy, expecting a 60% advance, with a high-end target of $15, indicating a potential 150% gain [5] Group 2: Joby Aviation - Joby Aviation is ramping up manufacturing capabilities and is on track for commercial operations in 2026, with a growing deal pipeline and regulatory processes progressing smoothly [8] - The company has secured a distribution agreement in Saudi Arabia, potentially worth $1 billion or more in total revenue within a few years [9] - Despite a Hold rating from analysts, increased coverage and price target increases are trending higher, with Q2 earnings expected to act as a catalyst for share price [11] Group 3: Ambarella - Ambarella is positioned for substantial long-term growth in the physical AI sector, focusing on computer vision semiconductor solutions and edge computing, with a consensus low 20% compound annual growth rate (CAGR) expected through the middle of the next decade [13] - Recent bullish price action includes a sharp advance in late June and early July, confirming a recent bottom and suggesting a potential move to the $80 range [14] - Analysts rate AMBA as a Moderate Buy, with expectations of a 25% advance at consensus [15]

Company Overview - IQVIA Holdings Inc. provides advanced analytics, technology solutions, and contract research services to the life sciences industry, formed through the merger of IMS Health and Quintiles [11] - The company operates in over 100 countries and employs approximately 88,000 people [11] Investment Ratings - IQVIA is currently rated 3 (Hold) on the Zacks Rank, with a VGM Score of A [12] - The Growth Style Score for IQVIA is B, indicating a forecasted year-over-year earnings growth of 6.4% for the current fiscal year [12] Earnings Estimates - In the last 60 days, three analysts have revised their earnings estimates upwards, with the Zacks Consensus Estimate increasing to $11.84 per share [12] - IQVIA has an average earnings surprise of +1.7%, suggesting a positive trend in earnings performance [12] Investment Potential - With a solid Zacks Rank and top-tier Growth and VGM Style Scores, IQVIA is recommended as a potential investment opportunity for growth investors [13]

Core Insights - The integration of generative AI and agentic AI in medical devices is transforming clinical workflows and patient care, with generative AI focusing on content creation and design optimization, while agentic AI enables autonomous decision-making based on real-time data [1][3] Group 1: AI Integration in Medical Devices - Generative AI is used to create synthetic medical images for training diagnostic tools, enhancing datasets [1] - Agentic AI supports predictive maintenance in medical equipment, reducing downtime through fault detection and automated service scheduling [3] - AI-powered tools like Nuance Communications's Dragon Ambient eXperience improve clinical documentation by transcribing doctor-patient conversations into structured notes [2] Group 2: Key Factors Driving AI Adoption - There is a rising demand for precision and personalized medicine, with AI enabling individualized diagnostics and treatments based on patient-specific data [5] - The regulatory environment is favorable, with over 700 AI-enabled devices approved by the FDA, significantly increasing from 2020 [6] Group 3: Medical Device Stocks to Watch - Boston Scientific Corporation (BSX) is investing in AI for improved procedural outcomes, with a projected 2025 sales growth rate of 16.4% and earnings expected to grow by 15.9% [8][7] - Johnson & Johnson (JNJ) employs AI in surgical robotics and digital surgery analytics, with a historical earnings growth rate of 5.5% and projected sales growth of 2.8% for 2025 [11][10] - GE HealthCare Technologies Inc. (GEHC) leads in FDA-cleared AI devices, with a projected sales growth rate of 3.2% for 2025 and a focus on enhancing imaging through AI solutions [13][12]

根据国际半导体设备材料协会（SEMI）11日发布的《300毫米（12英寸）晶圆厂展望报告》显 示，预计自去年底至2028年，全球晶圆产能将以年均7%的速度增长，到2028年，月晶圆产能预计 将达到创纪录的1110万片。 分析人士将此归因于先进制程产能的持续扩张。预计到2028年，7纳米（nm；1nm=十亿分之一 米）以下先进制程的产能将从去年的每月85万台增长约69%，达到每月140万台，创历史新高。 据报道，半导体行业的跨国公司正在大幅扩大其生产能力，以满足对生成人工智能 (AI) 应用日益 增长的需求。 SEMI预计2纳米以下制程的产能将大幅扩张，今年的产能将不足20万片，到2028年将超过50万 片。SEMI总裁兼首席执行官Ajit Manocha指出："人工智能仍然是推动半导体行业转型的关键驱 动力。人工智能应用的扩展正在推动对先进芯片的需求，因此，整个行业的投资也变得更加活 跃。" 预计到2028年，先进工艺设备的投资将超过500亿美元，高于去年的260亿美元。预计到2028年， 2纳米以下工艺晶圆设备的投资将从去年的190亿美元增加一倍以上，达到430亿美元，增幅达 120%。 如果您希望可以时常 ...

Financial Performance & Growth - The company delivered profitable revenue growth, maintaining a "+40% Rule Of" since its IPO in 2021[16] - The company's core business is strong and growing, with a 17% growth in the first half of 2025[19, 283] - Q2 2025 revenue is expected to grow approximately 17% year-over-year, with revenue between $180 million and $184 million[267] - The company's adjusted EBITDA for FY 2025 is expected to be between $52 million and $56 million, with a margin of approximately 32%[267] Platform & Product Innovation - The company is expanding into media optimization and performance measurement via the DV Media AdVantage Platform (MAP), expanding its total addressable market (TAM)[19, 20] - The company launched suitability measurement and activation on Meta and TikTok[18] - The company's CTV measurement volumes have grown from 5% to 11%[18] - The company's AI-powered implementations have doubled, accelerating some development cycles by 20X[18] Market Opportunity & Strategy - The company estimates its total addressable market (TAM) to be $27 billion+, including verification ($21 billion), optimization ($1 billion), and outcomes ($5 billion)[39, 40] - The company is expanding its reach across channels (Social, CTV, retail media), customers (large advertisers, mid-market, performance marketers), and the full-funnel (brand metrics to business outcomes)[48] AI & Data Advantage - The company possesses an independent, differentiated, and scaled proprietary data set to leverage AI, processing 300 billion+ daily signals[45, 46, 204] - The company's hybrid AI approach combines rules-based systems, neural networks, traditional ML, and LLMs for customizable, multimodal, scalable, auditable, and agentic solutions[220] DV Authentic AdVantage & Social Media - 87% of consumers expect brands to avoid unsafe content, and 2/3 will walk away if they don't[84] - A CPG brand using DV Authentic AdVantage saw a 35% decrease in media CPM, a 60% increase in impression volume, and a 10% increase in suitability score[118] - A global footwear company using DV Authentic AdVantage Pre-Bid & Scibids on YouTube experienced a 70% lower cost, a 200% greater volume, and a 30% greater suitability score[124] DV Scibids AI & Outcomes - The company has scaled and upsold DV Scibids AI to 200 clients[144] - DV Scibids AI has driven an average increase of 4x in client ROI and a 67% increase in campaigns optimized[144] - Icelandair maximized bookings at the lowest possible cost, achieving a 10.4x DV Scibids ROI and a 70% reduction in CPA after implementing DV Scibids[145]

Core Viewpoint - BigBear.ai Holdings, Inc. has experienced a significant stock price increase of nearly 90% in the last 30 days, indicating a potential shift in investor focus towards small-cap AI companies that are achieving operational successes [1][2]. Group 1: Business Growth and Strategic Moves - BigBear.ai's stock rally is attributed to its strategic expansion and operational wins, showcasing the company's ability to deliver on its goals [2]. - A key driver of growth is the company's exclusive partnership with Easy Lease PJSC and Vigilix Technology to provide AI solutions in the UAE, addressing logistics and predictive fleet maintenance needs [3]. - The collaboration with Analogic to integrate "Pro-Detect" vision AI into airport CT scanners highlights BigBear.ai's application of technology in commercial sectors, particularly in aviation security [4]. - The company has reinforced its defense business by successfully demonstrating advanced forecasting technology at the U.S. Army's Project Convergence experiment, strengthening relationships with government clients [5]. - Increased global government spending on AI capabilities serves as a favorable market trend for BigBear.ai's growth [6]. Group 2: Market Sentiment and Analyst Ratings - Current market data suggests a positive outlook for BigBear.ai, with a 12-month stock price forecast averaging $6.33, indicating a potential downside of 11.16% from the current price of $7.13 [7]. - H.C. Wainwright's recent analyst action maintained a Buy rating and raised the price target from $6.00 to $9.00, reflecting Wall Street's recognition of the company's strong execution [8]. - The high short interest of nearly 28% in BigBear.ai's public shares indicates negative sentiment, which could lead to a short squeeze if the stock continues to rise, potentially driving the price higher [9]. Group 3: Overcoming Past Challenges - BigBear.ai faced challenges in March 2025, including a financial restatement and identified weaknesses in internal controls, which initially created buying opportunities for long-term investors [10]. - The market's current focus appears to be on the company's future, with a rally suggesting confidence in its ability to navigate past hurdles and strengthen financial governance [11]. - The narrative surrounding BigBear.ai has shifted from past issues to its operational achievements and growth strategy, positioning it as a compelling investment opportunity in the AI sector [12][13].

ORANGE, Calif., July 10, 2025 (GLOBE NEWSWIRE) -- Alignment Healthcare, Inc. (NASDAQ: ALHC), will release its second quarter 2025 financial results on Wednesday, July 30, after market close. Following the release, the company will host a conference call to review its financial results at 5 p.m. EDT. Conference Call DetailsA live audio webcast will be available online at https://ir.alignmenthealth.com/. At the start of the conference call, participants may access the webcast at the following link: https://ed ...

Core Viewpoint - Genpact is set to report its financial results for Q2 2025 on August 7, 2025, after U.S. market close, followed by a management conference call to discuss performance [1]. Group 1 - The financial results will cover the period ended June 30, 2025 [1]. - A conference call is scheduled for 5:00 p.m. ET on the same day to discuss the results [1]. - Participants are encouraged to register in advance for a seamless experience during the call [2]. Group 2 - Genpact is described as an advanced technology services and solutions company that aims to deliver lasting value for leading enterprises globally [3]. - The company utilizes deep business knowledge, operational excellence, and cutting-edge solutions to help various industries [3]. - Genpact emphasizes its commitment to innovation through data, technology, and AI to create future solutions [3].