From oil drilling to BYD’s EV inroads, China and Brazil only have a partial claim to climate leadership at COP 30. And they plan to keep it that way https://t.co/kKxrIHwukS ...

Tesla’s Engineering Exodus Comes Amid Shift From Core EV Mission https://t.co/paMCGvLU1x ...

Summary of Key Points from the Conference Call Industry Overview - The focus is on the **Security, Resilience, and Defense** sectors as critical areas for investment in 2026, reflecting a pivot from previous strategies [2][3][4]. Core Insights and Arguments 1. **Adaptation Funding Gap**: The adaptation funding gap is estimated to be between **$194 billion and $366 billion per year**, highlighting the financial challenges faced by multiple stakeholders due to climate events [3][4]. 2. **Investment Opportunities**: - **Defense Capability Domains**: Future investment opportunities are identified in areas such as **drones, electronic warfare, AI, and mobility** [4]. - **Digital Economy**: Emerging investment domains include **cybersecurity, electronic warfare, and space** [4]. - **Critical Minerals**: Essential for energy transition, critical minerals like **lithium, nickel, cobalt, manganese, and graphite** are highlighted as key components for future investments [4][28]. 3. **Energy Transition**: - Global investment in energy transition surpassed **$2.08 trillion** in 2024, marking an **11% increase year-on-year** and doubling the investment from 2020 [12]. - **Electrified Transport** received the largest investment at **$757 billion**, with a **20% increase** in EV spending [12]. - **Renewable Energy** investments reached **$728 billion**, with **$500 billion** allocated to solar energy alone [12]. 4. **Water and Food Security**: - Water security is deemed essential for long-term resilience, impacting national security and economic stability [9]. - Food systems must adapt to climate shocks, emphasizing the importance of **soil health, biodiversity, and water management** [9]. 5. **Climate Adaptation**: - The need for resilient infrastructure is emphasized, including retrofitting and innovations in cooling and flood simulation technologies [11][20]. - Climate adaptation is a top priority for green bond issuances, with **China** leading in green bond issuance at **$85 billion** in 2023 [25]. Additional Important Insights - **Geopolitical Challenges**: The demand for critical minerals is increasing due to decarbonization efforts, leading to geopolitical tensions, particularly between the U.S. and China regarding tariffs and export controls [28]. - **Cybersecurity**: The need for cybersecurity solutions is growing, with companies providing technology for **cyber resilience and defense** being identified as key players in the market [29]. - **Regulatory Developments**: Recent regulatory actions in various countries, including the UK and Japan, indicate a shift towards prioritizing cybersecurity and defense as critical national infrastructure [33][54]. This summary encapsulates the critical themes and insights from the conference call, focusing on the evolving landscape of investment opportunities in security, resilience, and defense sectors.

RT Michelin USA (@MichelinUSA)An EV with the Michelin Man’s face on it? That’s the quiet kind of cool. Literally. 😎 @teslaownersSV https://t.co/2ybjXY3JYN ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Just hopped behind the wheel of the 2025 Tesla Model 3 Standard Range – the entry-level EV that's packing serious punch without breaking the bank!If you're eyeing an affordable Tesla upgrade, this one's a game-changer. Watch the full test drive for real-world footage, acceleration pulls, and why I'm hooked!Drop a like if you're team EV, and sub for more reviews. What's your dream Tesla?Thanks @AudioDrivenTSLA for letting me tag along on your test drive. ...

Experian (OTCPK:EXPG.Y) FY Conference November 04, 2025 03:15 PM ET Company ParticipantsMichele Bodda - General Manager of Mortgage and Verification SolutionsConference Call ParticipantsBrian Sponheimer - Portfolio Manager and Research Analyst of Infrastructure and Industrials SectorNone - AnalystNone - Analyst 2Michele BoddaA pleasure to be here. I think the last time I was here was same time of year. I was actually down at Bellagio. The Strip was closed because they were setting up the stands for the race ...

Just hopped behind the wheel of the 2025 Tesla Model 3 Standard Range – the entry-level EV that's packing serious punch without breaking the bank!If you're eyeing an affordable Tesla upgrade, this one's a game-changer. Watch the full test drive for real-world footage, acceleration pulls, and why I'm hooked!Drop a like if you're team EV, and sub for more reviews. What's your dream Tesla?Thanks @AudioDrivenTSLA for letting me tag along on your test drive. ...

Xiaomi's EV Gambit Includes Heavy Human Cost https://t.co/wl2IVgGq06 ...

Xiaomi Corp. (1810.HK) Conference Call Summary Company Overview - **Company**: Xiaomi Corp. (1810.HK) - **Market Cap**: HK$1.1 trillion / $144.0 billion - **Enterprise Value**: HK$921.6 billion / $118.6 billion - **Current Price**: HK$43.20 - **Target Price**: HK$56.50 (implying 30.8% upside) [1][5] Key Industry Insights - **Smartphone Market**: Expected to face near-term speed bumps but favorable risk-reward on a 12-month basis [1] - **AIoT (Artificial Intelligence of Things)**: Projected revenue growth of 6% in 3Q25 and 9% in 2026, with sequential growth accelerating [10][51] - **EV (Electric Vehicle)**: Anticipated first-time IFRS net profit of Rmb0.7 billion in 3Q25, driven by higher operating leverage [16] Financial Projections - **Revenue Forecasts**: - 2024: Rmb365.9 billion - 2025E: Rmb465.3 billion - 2026E: Rmb595.1 billion - 2027E: Rmb710.8 billion [5][13] - **EBITDA**: - 2024: Rmb30.8 billion - 2025E: Rmb55.3 billion - 2026E: Rmb62.6 billion - 2027E: Rmb79.4 billion [5][13] - **EPS (Earnings Per Share)**: - 2024: Rmb1.07 - 2025E: Rmb1.57 - 2026E: Rmb1.91 - 2027E: Rmb2.38 [5][13] Margin and Profitability - **Gross Profit Margin (GPM)**: Expected to decline to ~10% in 2026E due to rising memory costs, compared to ~11% in 2H25E [10][19] - **Net Profit Resilience**: Core net profit expected to remain flat year-over-year in 2026E, supported by increased contributions from AIoT and internet services [10][19] Competitive Landscape - **Market Position**: Xiaomi's comparative advantages expected to strengthen against peers due to larger scale and ecosystem [10][19] - **Smartphone Contribution**: Smartphone gross profit contribution is projected to decrease to 24% of total gross profit by 2026E [47] Challenges and Risks - **Memory Cost Pressure**: Anticipated challenges in mass model shipments due to rising memory costs, with a significant impact on pricing strategies [30][32] - **Inventory Management**: Longer inventory days observed, which may affect gross profit margins [21][26] Upcoming Events to Monitor - **Singles' Day GMV**: Key indicator of consumer demand and sales performance [17] - **3Q25 Results**: Scheduled for late November, expected to provide insights into revenue and profit growth [17] - **EV Manufacturing Capacity**: Progress on ramping up manufacturing capacity and new model launches [17][18] Summary of Key Metrics - **P/E Ratio**: 16.6 for 2024, increasing to 25.3 in 2025E [11] - **CROCI (Cash Return on Capital Invested)**: Expected to be 21.7% in 2024, declining to 29.8% by 2027E [11] - **Free Cash Flow Yield**: 7.2% in 2024, decreasing to 2.4% in 2026E [11] Conclusion - **Investment Outlook**: Despite short-term challenges, the long-term risk-reward profile for Xiaomi remains favorable, with a target price indicating significant upside potential [1][5]

你敢信嗎？ 決定特斯拉 在加拿大 生死的 竟然是 豬肉！ 你沒聽錯 加拿大之前 不是對中國電車 搞了個 100% 的懲罰性 關稅嗎？ 結果 中國反手就 制裁了他們的 芥花籽和豬肉 這下可炸鍋了！ 西邊的農民 快活不下去了 直接跟政府攤牌 我們的豬肉 賣不出去 你們必須 取消電車關稅！ 但東邊的 汽車工人也炸了 我們剛拿了 幾十億補貼 蓋電池廠 你敢放 中國車進來？ 你看 一場 「豬肉換電車」 的荒謬大戲 就這麼開演了 那這跟特斯拉 有什麼關係？ 關係太大了！ 一旦農民贏了 100% 關稅取消 那意味著什麼？ 意味著特斯拉 上海超級工廠 可以立刻 滿血復活！ 直接供应 加拿大市场 成本瞬間下降！ 利潤直接起飛！ 這簡直是天上 掉下來的禮物 所以你猜 這場農夫和 汽車工人的戰爭 最後誰會贏？. ...