Core Viewpoint - CrowdStrike offers a way to hedge investments in the AI sector while capitalizing on the growth of AI in cybersecurity, positioning itself as a strong investment opportunity amidst concerns of an AI bubble [1][2]. Company Overview - CrowdStrike is primarily a cybersecurity company, with its flagship product, Falcon, enhancing the effectiveness and usability of cybersecurity measures [3]. - Falcon integrates multiple cybersecurity functions, such as cloud security, data protection, and threat intelligence, into a single program, making it more cost-effective and user-friendly compared to traditional solutions [4]. Product Features - Falcon operates as a proactive defense mechanism, actively hunting for threats rather than merely serving as a passive shield [7]. - The cloud-native architecture of Falcon allows for collaborative defense across its network, improving its threat detection and response capabilities as more clients join [5]. Performance Metrics - Falcon detects breaches in an average of 4 minutes and achieves a 75% faster mean-time-to-respond (MTTR) compared to previous measures, resolving over 13 million threats annually [10]. - CrowdStrike's market cap is approximately $118 billion, with projected annual revenue nearing $3.8 billion for 2025, indicating robust growth akin to that of a start-up [11]. Financial Growth - For fiscal year 2025, CrowdStrike reported a 31% increase in revenue compared to fiscal 2024, with annual recurring revenue (ARR) growing by 23% [12]. - In Q3 2025, total revenues rose by 22% year-over-year to $1.2 billion, with ARR reaching $4.9 billion, also up 23% [12]. - Operating income increased by 32% to $265 million, with diluted earnings per share (EPS) rising by 26% and free cash flow growing by 28% to $296 million [13]. Market Potential - CrowdStrike anticipates its total addressable market (TAM) will expand from $140 billion in 2026 to $300 billion by the end of the decade, indicating significant growth potential [14]. - The company maintains a strong financial position with total debt of about $818 million against cash reserves of $4.8 billion, supporting continued growth [15]. Investment Appeal - CrowdStrike has outperformed the S&P 500 with a five-year annualized return of 18% compared to the S&P's 13%, and a 25% increase over the last 12 months against the S&P's 14% [15]. - The company presents an attractive option for investors looking to benefit from AI advancements in cybersecurity without directly investing in AI firms [16].

Tonner Drones Strategically Reallocates Capital into Leading Global Aerospace Player Paris, January 28th, 2026, 18:00, Tonner Drones (’the Company’) is pleased to announce that it has successfully secured a strategic investment position in Space Exploration Technologies Corp. (“SpaceX”), the world’s preeminent aerospace manufacturer, space transport provider, and satellite communications leader. Following the successful financial stabilization achieved in 2025, Tonner Drones is transitioning into a phase of ...

Core Insights - The Vanguard Growth ETF has a strong historical performance, consistently outperforming the S&P 500 since its inception in 2004, with a compound annual return of 12.1% compared to the S&P 500's 10.5% [10] Group 1: ETF Overview - The Vanguard Growth ETF tracks the CRSP U.S. Large Cap Growth Index, which represents 85% of the total market capitalization of the CRSP U.S. Total Market Index, consisting of 3,498 companies [2][4] - The ETF holds around 150 stocks, with its top five positions accounting for 49.5% of its total portfolio value [5] Group 2: Performance Drivers - The five largest holdings in the Vanguard Growth ETF—Nvidia, Apple, Microsoft, Alphabet, and Amazon—have significantly contributed to its outperformance, delivering an average return of 363% since the AI boom began in early 2023, compared to the S&P 500's 80% gain [7][8] - The ETF's strategy includes maintaining less exposure to weaker sectors, such as financials and utilities, which have higher weightings in the S&P 500 compared to the Vanguard ETF [12] Group 3: Future Outlook - The technology sector, particularly AI stocks like Nvidia, is expected to continue driving market growth, positioning the Vanguard Growth ETF for potential outperformance against the S&P 500 in 2026 [13] - The ETF also includes defensive tech stocks with reliable revenue streams, such as Microsoft, Alphabet, Amazon, and CrowdStrike, which could provide stability even if the AI segment experiences a pullback [13]

Core Insights - Dassault Aviation has entered a strategic partnership with Harmattan AI to enhance the integration of controlled autonomy and AI in air combat systems, participating in a $200 million Series B funding round for Harmattan AI [1][2]. Group 1: Partnership and Funding - The partnership aims to accelerate the deployment of AI-integrated missions in new operational theaters and expand Harmattan AI's product offerings into new domains [2]. - The $200 million raised will be used to increase production capacity for ISR platforms, drone interception, and electronic warfare capabilities [2]. Group 2: Company Profiles - Harmattan AI specializes in integrated autonomous systems for defense, including multi-layered air defense solutions, coordinated ISR and strike drones, and electronic warfare capabilities. Founded in 2024, it has quickly become one of the fastest-growing players in the sector, delivering thousands of systems monthly [5]. - Dassault Aviation has delivered over 10,000 military and civilian aircraft in more than 90 countries over the past century, with a revenue of €6.2 billion in 2024 and a workforce of 14,600 employees [6].

Cybersecurity Industry Overview - Cybersecurity is a rapidly growing industry with increasing threats to both companies and government networks, as every internet-connected device is at risk [1][2] - Microsoft reported approximately 600 million cyberattacks occurring daily worldwide, indicating a significant and escalating threat landscape [2] Company Focus: CrowdStrike - CrowdStrike offers a cloud-native cybersecurity solution called Falcon, which leverages security data from all users to enhance protection across networks [5][6] - The Falcon software boasts a mean time to detect threats of just four minutes and enables a 75% reduction in mean time to respond to threats, resolving over 13 million detected threats annually [6][8] Competitive Advantage - Unlike many cybersecurity programs that focus on specific elements, Falcon provides comprehensive protection against a wide range of cybersecurity threats, simplifying the user experience and reducing costs [7][8] - CrowdStrike has achieved a 22% revenue growth and maintains low debt levels relative to its cash reserves, positioning it favorably in the market [8] Market Potential - The total addressable market for CrowdStrike is projected to reach $140 billion by the end of the year, with expectations for it to more than double by 2030, highlighting significant growth opportunities [8]

Deliveries - In 2025, Dassault Aviation delivered 26 Rafale aircraft (15 for export, 11 for France), exceeding the guidance of 25 and up from 21 delivered in 2024 [1] - A total of 37 Falcon aircraft were delivered, which is below the guidance of 40 and an increase from 31 delivered in 2024 [1] Orders - In 2025, 26 Export Rafale were ordered, a decrease from 30 Export Rafale in 2024 [2] - 31 Falcon aircraft were ordered, an increase from 26 Falcon in 2024 [2] Backlog - As of December 31, 2025, the backlog includes 220 Rafale (175 Export, 45 France) compared to 220 Rafale (164 Export, 56 France) as of December 31, 2024 [7] - The backlog for Falcon aircraft stands at 73, down from 79 as of December 31, 2024 [7] Net Sales Guidance - Dassault Aviation has raised its net sales guidance for 2025 to over 7 billion euros [3] Upcoming Financial Release - The company will publish its full annual results on March 4, 2026, which will include net sales, order intakes, and backlog amounts in euros [4] Company Overview - Dassault Aviation has delivered over 10,000 military and civil aircraft in more than 90 countries over the last century, with expertise in designing, producing, selling, and supporting various types of aircraft [5] - In 2024, the company reported revenue of €6.2 billion and employs 14,600 people [5]

Core Insights - The cybersecurity market is projected to grow at a steady CAGR of 13.8% from 2026 to 2034, making it a promising sector for investment [2] Company Summaries CrowdStrike - CrowdStrike offers a cloud-native platform called Falcon, which eliminates the need for on-site appliances, making it easier to scale and maintain [4] - The company serves over 30,000 subscription customers, including 70 of the Fortune 100, with 49% of customers adopting at least six modules [6] - Analysts expect CrowdStrike's revenue and adjusted EPS to grow at a CAGR of 22% and 17% from fiscal 2025 to fiscal 2028 [7] Zscaler - Zscaler specializes in "zero trust" services and does not require appliance installations, securing over 500 billion transactions daily [7] - The company plans to expand its enterprise and public sector deployments and enhance its AI-powered ZDX Copilot platform [9] - Analysts project Zscaler's revenue and adjusted EPS to grow at a CAGR of 21% and 18% from fiscal 2025 to fiscal 2028 [10] Palo Alto Networks - Palo Alto Networks serves over 70,000 enterprise customers globally and has three main platforms: Strata, Prisma, and Cortex [11] - The company is acquiring CyberArk for $25 billion and Chronosphere for $3.35 billion to enhance its capabilities [12][13] - Analysts expect Palo Alto's revenue and adjusted EPS to grow at a CAGR of 14% and 13% from fiscal 2025 to fiscal 2028, with potential for higher growth due to acquisitions [14]

Core Viewpoint - CrowdStrike Holdings Inc. has shown strong performance in 2025 with a stock increase of 39%, outperforming the broader market, but has faced a recent decline of 6.6% in the last month despite a strong earnings report [2][3] Financial Performance - Revenue for the most recent quarter rose 21% year-over-year to $1.23 billion, while annual recurring revenue (ARR) grew in the low 30% range, driven by multi-module adoption across the Falcon platform [4] - Adjusted operating margins have improved to the mid-20% range, indicating increased operational efficiency as free cash flow scales with workload consolidation on Falcon [6] Growth Outlook - CrowdStrike is recognized as a "best in breed" stock in cybersecurity, with a significant stock increase of 115% since overcoming a software glitch in July 2024 [3] - The company is transitioning from a hypergrowth phase to a "scale and optimize" era, which could benefit long-term investors if valuation compresses or earnings align with stock price [7] Valuation Concerns - CrowdStrike currently trades at approximately 30 times sales, which is typical for top-tier cybersecurity stocks but leaves little margin for error [3] - Future growth rates are expected to be more measured, with current metrics not matching the previous 40-60% growth rates that supported higher valuations [5]

RT World of Statistics (@stats_feed)@elonmusk 🚀 SpaceX launches by year:2006: 12007: 12008: 22009: 12010: 22011: 02012: 22013: 32014: 62015: 72016: 92017: 182018: 212019: 132020: 272021: 332022: 612023: 982024: 1332025: 167 as of December 18Falcon + Starship successful launches ...

RT Kiko Dontchev (@TurkeyBeaver)Congrats to the entire @SpaceX team for achieving 165 launches🚀 ! While we originally set out for 170, we actually revised the manifest to 165 this summer based on business and manifest needs. We have two more Falcon launches to go in 2025 for extra credit for a total of 1-6-7 🤣!Worth noting that SL6-99 was also our last single stick from 39A for some time as we put full focus on Falcon Heavy launches and ramping Starship from the Cape! ...