dreaming 😶‍🌫️Daydreams.Systems (@daydreamsagents):Dreamers, its good news season ☁️// starting today //Today we bring news of an OTC sale of DREAMS between the Daydreams Foundation and @StarkWareLtd has been completed.Here is what that means: https://t.co/XVv7FLYvTx ...

Solitaire相较于Merge-2、三消等热门玩法而言，似乎是一个不太受关注的休闲品类。 其中相对出彩的，前几年贝塔科技的《Solitaire Home Design》有过不错的出海表现。不过其收入成绩在一年内迅速下滑，并未成为目标中的长线产品。 在之后比较长的一段时间内，Solitaire都没有出现更为亮眼的出海产品。 不过这并不意味着Solitaire玩法不具备诞生新爆款的潜力。 今年Superplay在上线了《Disney Solitaire》之后便迅速起量，花了不到半个月时间就排进美国iOS畅销榜TOP50。根据SensorTower的数据，《Disney Solitaire》的收入还在小幅度上升，月流水已经达到1.6亿元的水平。 尽管Superplay目前还处于亏损状态，但这家经验老道的休闲游戏厂商似乎的确有连续做出爆款的实力。 本质上是自家爆款的复制 《Disney Solitaire》的玩法以Tripeaks Solitaire为基础。 这个玩法中较为长线的产品包括Scopely的《Tiki Solitaire Tripeaks》和Supertreat的《Solitaire Grand Ha ...

Company Overview - Somnigroup International, Inc. is the world's largest bedding company, focused on enhancing people's lives through better sleep [3] - The company operates in over 100 countries and has a portfolio that includes well-known brands such as Tempur-Pedic®, Sealy®, Stearns & Foster®, and Sleepy's® [3] - Somnigroup's capabilities span design, manufacturing, distribution, and retail, allowing it to deliver innovative sleep solutions [3] Financial Results Announcement - Somnigroup will release its financial results for the second quarter ended June 30, 2025, before the NYSE opens on August 7, 2025 [1] - A conference call will be held at 8:00 a.m. Eastern Time on the same day [1] - The call will be accessible via webcast on the company's investor relations website, with a replay available for 30 days post-call [2]

Core Insights - Macau's recovery from pandemic lows is accelerating, with Melco Resorts & Entertainment (MLCO) benefiting significantly from this trend [1][2] Financial Performance - Melco reported strong performance in Q1, surpassing revenue and earnings estimates, driven by increased visitation during peak travel periods like Golden Week [2] - The mass gaming segment saw a notable rise in table drop volumes at key properties, City of Dreams and Studio City [2] - The stock has gained 84.8% over the past three months, outperforming the industry growth of 40.3% [9][11] Strategic Initiatives - CEO Lawrence Ho highlighted that recent gains are attributed to operational improvements, including property renovations and the relaunch of "House of Dancing Water," rather than solely recovery [3] - Melco is focusing on differentiating its offerings to align with changing consumer preferences in China, emphasizing experiences over luxury retail [3] Market Environment - The current pro-consumption policy in China supports domestic tourism and discretionary spending, providing a favorable backdrop for Melco [4] - However, challenges exist, particularly with non-Macau assets facing increased competition, necessitating cost revisions and strategic reviews [4] Competitive Landscape - Melco faces intensified competition from U.S.-listed operators like Wynn Resorts and MGM Resorts, both of which are expanding their market share and enhancing their offerings [6][7] - Wynn's focus on premium clientele and MGM's family-friendly attractions are particularly relevant as they align with Melco's diversification strategy [6][7] Future Outlook - Sustaining top-line growth will depend on disciplined reinvestment, diversification of non-gaming revenues, and navigating regional volatility [5] - The Zacks Consensus Estimate indicates a year-over-year earnings growth of 52.6% for 2025 and 56.3% for 2026, suggesting a positive outlook for Melco [14]

Core Viewpoint - NVIDIA is at the forefront of AI development, transitioning from perception and generation to "Physical AI," which involves understanding real-world physics for autonomous decision-making and reasoning [1][3]. Group 1: NVIDIA's AI Evolution - Over the past decade, NVIDIA has pioneered the use of GPUs in voice and image recognition, establishing a foundation for deep learning with software stacks like CUDA and TensorRT [1]. - In recent years, NVIDIA's advancements in generative AI have enabled tools capable of text, image, and video generation, exemplified by technologies supporting ChatGPT [1]. Group 2: Physical AI and Robotics - The concept of "Physical AI" is seen as the next stage in AI evolution, with robots and autonomous vehicles serving as key applications [1][3]. - NVIDIA's focus on creating a safe environment for simulating and training AI to understand real-world rules is crucial for the development of Physical AI [3]. Group 3: Isaac GR00T and Robotics Development - Isaac GR00T N1.5 is an open-source humanoid robot model designed to enhance robot perception and control, integrating with NVIDIA's Omniverse for realistic motion data generation [5][6]. - The deployment of GR00T N1 in industrial settings, such as automotive manufacturing, marks a significant step in practical applications of humanoid robots [6]. Group 4: Data Generation and Simulation - NVIDIA introduced the Isaac GR00T-Dreams Blueprint, which generates synthetic training data from a single environmental image, significantly reducing costs and risks associated with data collection [10][11]. - The Isaac Sim platform provides a dedicated environment for robot simulation and synthetic data generation, enhancing the training process for robots [13]. Group 5: Jetson AGX Thor and Edge Computing - The upcoming Jetson AGX Thor platform represents a major leap in computational power for humanoid robots, offering up to 800 TFLOPS of AI performance [20]. - Jetson series products are designed for edge computing, enabling real-time data processing and decision-making capabilities in robots [19]. Group 6: Comprehensive Ecosystem - NVIDIA is building an end-to-end ecosystem for Physical AI, integrating chips, systems, software, simulation, and models to drive a transformation in robotic intelligence [22]. - The collaboration of cloud, simulation, and hardware platforms positions NVIDIA to lead the next wave of AI advancements that will significantly impact human productivity and lifestyle [22].

Core Viewpoint - Melco Resorts & Entertainment Limited has appointed Mr. John Peter Ben Wang as an independent non-executive director, effective June 13, 2025, enhancing the board's expertise and governance [1][3]. Company Overview - Melco Resorts & Entertainment Limited is a developer, owner, and operator of integrated resort facilities in Asia and Europe, with operations including City of Dreams and Altira Macau in Macau, City of Dreams Manila in the Philippines, and City of Dreams Mediterranean in Cyprus [4]. - The company is majority owned by Melco International Development Limited, which is led by Mr. Lawrence Ho, who serves as the Chairman, Executive Director, and Chief Executive Officer [5]. Appointment Details - Mr. Wang has been appointed as the chairman of the audit and risk committee and is a member of the compensation committee and nominating and corporate governance committee [1]. - Mr. Wang is recognized as an "audit committee financial expert" as defined in Item 16A of Form 20-F, indicating his qualifications in financial oversight [1]. Mr. Wang's Background - Mr. Wang has extensive experience in finance, accounting, and investment banking, having previously served as a director of Melco from November 2006 to August 2016 and as Deputy Chairman and Executive Director of Summit Ascent Holdings Limited from 2011 to 2019 [2]. - He was the chief financial officer of Melco International Development Limited from 2004 to 2009 and is a chartered accountant with qualifications from the Institute of Chartered Accountants in England and Wales [2].

Group 1 - Melco Resorts & Entertainment Limited will cease operations at Grand Dragon Casino and three Mocha Clubs by the end of 2025, reallocating employees to other properties in Macau [1] - The company plans to apply for authorizations to continue operations at three other Mocha Clubs after December 2025, pending compliance with legal and regulatory requirements [2] - Melco operates integrated resort facilities in Asia and Europe, including City of Dreams and Altira Macau, and is the largest non-casino operator of electronic gaming machines in Macau [4] Group 2 - The company is majority owned by Melco International Development Limited, which is led by Mr. Lawrence Ho, the Chairman and CEO [5] - Melco's business includes operations in the Philippines and Europe, with integrated resorts and licensed satellite casinos [4]

Core Viewpoint - Small-cap stocks are currently undervalued, presenting potential investment opportunities, especially those offering high dividend yields ranging from 8.3% to 17.1% [2] Group 1: Small-Cap Stocks Overview - The valuation gap between the S&P 500 and S&P 600 is at its widest since the late 1990s, suggesting small-cap stocks are significantly cheaper [2] - The article discusses five small-cap stocks with attractive dividend yields, indicating a potential for high returns despite their current low valuations [2] Group 2: Playtika Holding (PLTK) - Playtika, a mobile game developer, has a dividend yield exceeding 8% but has not raised its payout recently, indicating a decline in earnings and sales [4][5] - Analysts project a 32% increase in profits for 2024, despite the company's struggles in the competitive mobile gaming market [6] - Playtika's valuation is low at 6 times forward earnings, but there are concerns about its growth prospects [7] Group 3: Carlyle Secured Lending (CGBD) - CGBD is a business development company focused on U.S. middle-market companies, primarily investing in first-lien debt [8][9] - Recent earnings reports have shown disappointing results, with an increase in non-accrual loans and a stagnant base dividend of 40 cents per share [10][11] - CGBD shares are trading at a 16% discount to net asset value, but operational challenges raise concerns about future dividend sustainability [12] Group 4: Bain Capital Specialty Finance (BCSF) - BCSF provides financing solutions to a diverse range of companies, with a significant portion of its investments in first-lien debt [13][14] - The company has maintained its regular dividend but has introduced special dividends, raising concerns about future dividend coverage due to declining net investment income projections [16][17] - Analysts expect BCSF's dividend ratios to be high, leaving little room for error in case of operational difficulties [17] Group 5: Two Harbors Investment Corp. (TWO) - TWO operates in the mortgage REIT sector, focusing on mortgage servicing rights and agency residential mortgage-backed securities [19][22] - The company has faced significant share price declines, resulting in a high yield of over 17%, but recent litigation charges could impact its book value and dividend sustainability [24][25] - TWO's current dividend rate of 45 cents per share is at risk due to the potential impact of litigation on earnings available for distribution [25] Group 6: Franklin BSP Realty Trust (FBRT) - FBRT is a mortgage REIT focused on commercial mortgage-backed securities, with a significant portion of its portfolio in multifamily properties [26][27] - The company is trading at a 28% discount to book value, with a low P/E ratio based on 2026 earnings estimates, indicating potential value [28] - Concerns exist regarding the stability of its dividend, as the payout has not changed since 2021, and market conditions could necessitate a review of the dividend policy [29][30]

Core Insights - An international team led by the Czech Technical University has developed an AI molecular decoder named DreaMS, which can rapidly analyze the structure of unknown molecules, with potential applications in drug development and space life detection [1][2] - The research highlights that known natural molecules represent only a small fraction of what exists, with many undiscovered molecules in plants, soil, and extraterrestrial environments possibly holding keys to new drug formulations and environmental solutions [1] - DreaMS utilizes a groundbreaking learning approach that mimics how human infants learn language, allowing it to autonomously construct a cognitive framework for molecular structure interpretation without prior chemical rules [1] Molecular Analysis Capabilities - DreaMS can estimate the presence of specific molecular fragments or chemical elements, including mastering fluorine detection, which is crucial for modern pharmaceuticals and pesticides [2] - The team trained DreaMS using fluorine-containing samples, overcoming a long-standing detection challenge in the academic community [2]

Core Insights - NVIDIA's CEO Jensen Huang presented a grand vision for the future of artificial intelligence (AI) at Computex 2025, showcasing new products and technology plans aimed at reshaping the tech ecosystem from cloud to edge and virtual to reality [1] - Huang emphasized that NVIDIA is transitioning from being a tech company to a crucial AI infrastructure company, defining its operations as an "AI factory" that produces valuable outputs known as tokens [2][3] - The chip industry is valued at $300 billion, while the data center opportunity is evolving into a nearly $1 trillion market, driven by the concept of "AI factories" and infrastructure [5] Product Launches - NVIDIA introduced the RTX 5060 GPU and a new MSI laptop equipped with it, set to launch in May [5] - The company announced the Grace Blackwell GB300 system, designed for AI inference performance, featuring 72 NVIDIA Blackwell Ultra GPUs and 36 ARM-based Grace CPUs, with significant performance improvements [7][8] - The new RTX Pro AI platform was launched for enterprises, offering 30 PFLOPS AI computing power and supporting complex AI model training and inference tasks [9] Strategic Developments - NVIDIA is establishing a new headquarters in Taipei, Taiwan, symbolizing its commitment to building a global AI ecosystem [12] - Huang highlighted the importance of robotics in the future of AI, stating that all mobile devices will become robots, leading to an industrial revolution [12][14] - The company is investing in a robot simulation training platform, Isaac GR00T, and has partnered with various companies to advance its integrated hardware and software strategy [14]