Top highlights this week:• Added BonkFun section on our Tokens page• Launched airdrop checker for $TAKER• Welcomed 7 projects to our ecosystem https://t.co/ar24MVacqH ...

Investment Case for Lockheed Martin - The investment case for Lockheed Martin is supported by the ongoing need for defense equipment and services, particularly in the context of geopolitical conflicts and increasing defense budgets, including a proposed record U.S. defense budget of $1.01 trillion [1] - Lockheed Martin specializes in missile defense and tactical missiles, aligning with U.S. spending priorities [2] - The company has a significant backlog of $173 billion, equating to 2.3 years of sales based on management's guidance for 2025 revenue, with the U.S. government as a reliable customer [2] Valuation Metrics - Management's guidance indicates earnings per share of $23.15 and free cash flow of $6.7 billion, leading to valuations of 17.2 times earnings and 16.3 times free cash flow, which are attractive given the company's growth prospects [3] Execution Challenges - Lockheed Martin faces execution challenges, particularly highlighted by the Department of Defense's decision to reduce F-35 procurement, focusing instead on making existing F-35s mission-capable [4][5] - The F-35 program has experienced significant cost overruns and delays, impacting confidence in Lockheed Martin's ability to grow margins [5][9] - The loss of the next-generation air dominance contract to Boeing is also attributed to issues with the F-35 program [6] Long-term Defense Spending Concerns - There are concerns regarding the sustainability of long-term government spending on defense, especially in light of rising U.S. public debt to GDP ratios [7][9] - The ability to predict future global defense priorities remains uncertain, which could impact defense spending [10] Overall Assessment - While defense stocks may appear undervalued, Lockheed Martin's specific issues with the F-35 may limit its attractiveness as an investment for significant long-term returns [11]

来源：内容来自 semiengineering 。 多年来，处理器一直专注于性能，而性能几乎无需对其他任何因素负责。性能仍然重要，但现在它必须对功耗负责。 公众号记得加星标⭐️，第一时间看推送不会错过。 如果性能的小幅提升导致功耗不成比例地增加，设计人员可能需要放弃这些改进，转而采用更具能效的方案。尽管当前的架 构在性能和功耗方面持续稳步改进，但进一步的提升正变得越来越困难。 Cadence Tensilica 音频/语音 DSP 产品营销总监 Prakash Madhvapathy 表示："每个人都在重新设计他们的微架构，看看 如何改进它们以控制功耗。" 许多旨在提高计算吞吐量的处理器功能，例如乱序执行，增加了复杂的电路，从而提高了功耗和电路面积。由于功耗成本， 类似的改进在今天可能不会被接受。那么，我们当前的处理器架构还有哪些机会呢？ 高效实现还不够好 许多提 高效率 的努力都涉及对现有架构的更好设计，并且在这方面仍然可以取得一些进展。Ansys 产品营销总监 Marc Swinnen 表示："在实现方面，有很多节能技术。" 一种非常基本的方法是利用工艺改进，以更少的功耗完成更多工作。"摩尔定律并未消亡， ...

Someone thinks so:banditxbt ☂️ (@banditxbt):This ENS (agent.eth) just sold for 42 ETH ($149K) on Opensea https://t.co/HEFr33gdjw ...

And ENS? h/t @banditxbthttps://t.co/W69fb3mAcabanditxbt ☂️ (@banditxbt):This ENS (agent.eth) just sold for 42 ETH ($149K) on Opensea https://t.co/HEFr33gdjw ...

According to Etherscan, after nearly four months of inactivity, dYdX: Rewards Treasury burned 24.066 million DYDX tokens today at 13:13, worth approximately $15.7 million. To date, around 123 million DYDX tokens have been burned, with a total burn value of approximately $79.42 million. https://t.co/TkDgS9lTHN ...

Opensea probably with big focus on historical activity, but you can still farm quests today with as little as $50 USD. Abstract pretty similar, ecosystem participation, not just a $$ game. Kaito ecosystem can be "farmed" with content ...

RT Binance (@binance)Binance is the first platform to feature Yooldo Games (ESPORTS), with trading opening on July 19th, 2025, at 09:00 (UTC).🌟 Once trading begins, users with at least 160 Binance Alpha Points can claim an airdrop of 900 ESPORTS tokens on a first-come, first-served basis, until the airdrop pool is fully distributed or the airdrop event expires.Please note that claiming the airdrop will consume 15 Binance Alpha Points. Users must confirm their claims on the Alpha Events page within 24 hours; ...

Binance is the first platform to feature Yooldo Games (ESPORTS), with trading opening on July 19th, 2025, at 09:00 (UTC).🌟 Once trading begins, users with at least 160 Binance Alpha Points can claim an airdrop of 900 ESPORTS tokens on a first-come, first-served basis, until the airdrop pool is fully distributed or the airdrop event expires.Please note that claiming the airdrop will consume 15 Binance Alpha Points. Users must confirm their claims on the Alpha Events page within 24 hours; otherwise it will be ...

Core Insights - The excitement surrounding the release of OpenAI's ChatGPT agent is primarily felt by competing companies rather than end users, indicating a competitive landscape in the agent market [5][6]. - Companies like Manus and Genspark are actively comparing their products with ChatGPT, suggesting a fierce competition and positioning themselves as superior alternatives [1][4][50]. Product Comparisons - Manus has released multiple tweets highlighting its agent's capabilities compared to OpenAI's, claiming to be faster and more efficient [1]. - Genspark showcased a demo that emphasizes its agent's ability to complete tasks more smoothly than ChatGPT, indicating a focus on user experience [4]. - The ChatGPT agent has been rolled out to Pro users, with demand exceeding expectations, leading to a phased rollout for Plus and Team users [6]. User Experience and Performance - A user tested the ChatGPT agent by generating a comprehensive retirement plan presentation, which took about 20 minutes to complete, but the final product was deemed simplistic [12][14]. - The agent's process involved automatic information gathering without user intervention, showcasing its efficiency [13]. - Comparisons with Manus and Genspark revealed that while ChatGPT can generate presentations, the quality and aesthetics of the outputs from competitors were often superior [50][105]. Market Dynamics - The launch of the ChatGPT agent is perceived as a significant event in the agent market, akin to a "competitive bomb" being dropped, which has prompted other companies to enhance their offerings [5]. - The competitive landscape is characterized by rapid responses from companies like Manus and Genspark, who are eager to demonstrate their products' advantages over ChatGPT [1][4][50]. Financial Independence and Retirement Planning - The article discusses a financial independence model (FIRE) for a high-income individual aiming to retire at 30 with $5 million, highlighting the challenges of achieving such goals in a high-cost city like Vancouver [156][160]. - The analysis indicates that even with high savings rates (80-90%), the target of $5 million may not be feasible without extraordinary investment returns or additional income sources [157][159].