没打进 Pump 的兄弟们可以转手理财了，我在 Bybit 不知道打没打进去 😂 ，剩下的钱我就直接稳定币理财了Bybit 的 Megadrop 是我一直存的去处之一。之前行情差的时候 Megadrop 的年化算下来 12-15% 左右（叠加稳定币利率），行情好的时候好项目的年化能有 20-80% 波动，算是一个比较稳定舒服挖矿的地方，年化高还是低主要就看行情和项目质量模式就是存 14 天或者 30 天的定期，每天刷一笔现货交易就可以分新项目的币。本来想续一下 30 天的定期刚看了眼已经完全存满了，整体来说还是对大资金用户比较友好的，有下限但偶尔也会有暴击这次的项目是 TON 生态的项目 TAC，有朋友之前应该打过这个项目的 SBT，感兴趣的可以参与一下，现在大陆身份证也可以注册 Bybit传送门：https://t.co/MFkzGZvfwR ...

Group 1 - Instacart, also known as Maplebear Inc. (NASDAQ: CART), is currently an overlooked marketplace stock that has shown steady outperformance since its public listing in Q3 of 2023 [1] - The company has a conservative balance sheet and a steady growth profile, which may appeal to long-term investors seeking stability [1] - The article emphasizes the potential for safe and growing dividends, positioning Instacart as a long-only investment opportunity [1] Group 2 - The author has a background in both equity and real estate markets, with experience in sourcing over $100 million in commercial real estate investments [1] - The focus on correlation across asset classes and sectors, along with a strong foundation in economics, supports the analysis of investment opportunities [1] - The article aims to provide timely analyses and strategies for investors looking to enhance their portfolios [1]

Core Viewpoint - Mercado Libre has received an investment grade rating of 'BBB-' from S&P Global Ratings, following a similar upgrade from Fitch Ratings, indicating strong confidence in the company's financial health and operational performance [1][2][3]. Group 1: Rating Upgrade - S&P Global Ratings upgraded Mercado Libre's rating from 'BB+' to 'BBB-' with a Stable Outlook, marking it as a full investment grade company [1][3]. - This upgrade reflects the company's strong operating performance, improving profitability, and conservative balance sheet, with debt to EBITDA expected to remain below 2.0x and debt-to-tangible equity below 1.0x [2][3]. Group 2: Business Performance - The rating upgrade underscores Mercado Libre's enhanced financial and operational performance, driven by substantial growth across its business lines, particularly in Commerce and Fintech [3][4]. - The company has successfully expanded its user base and market share, particularly in Brazil, Mexico, and Chile, by driving offline retail online and democratizing access to financial services [3][4]. Group 3: Strategic Strengths - Both S&P and Fitch highlighted the strength of Mercado Libre's vertically integrated ecosystem, which includes marketplace, logistics, fintech, and advertising businesses, as well as its market leadership in key Latin American countries [2][4]. - The company's expanding fintech operations, growth in its credit portfolio, and continued investment in logistics infrastructure are seen as key drivers of long-term potential [4]. Group 4: Market Position - With the second investment grade rating, Mercado Libre strengthens its standing in global capital markets, reflecting high confidence in its growth trajectory, risk management, and long-term strategic vision [5]. - Founded in 1999, Mercado Libre operates in 18 countries, offering a comprehensive ecosystem for commerce and financial services, which positions it well for future growth in a high-potential market [5].

Core Insights - WK Kellogg Co. experienced a nearly 30% stock price increase following Ferrero's announcement of a $3.1 billion acquisition, which includes debt, valuing WK Kellogg at $23 per share, a nearly 40% premium over its 30-day volume-weighted average trading price [2] - The acquisition is part of Ferrero's strategy to expand its U.S. presence and diversify its portfolio beyond confectionery, incorporating well-known cereal brands into its offerings [4] Company Performance - WK Kellogg's sales have declined at an average annual rate of 3.1% over the past three years, with a 6.2% year-over-year decrease to $663 million in the latest quarter [3] - The company has narrow margins, reporting a 5.6% operating margin and a 2.1% net margin, indicating weak pricing power in a mature product category [3] Market Valuation - Prior to the acquisition, WK Kellogg's market capitalization was approximately $1.5 billion, making Ferrero's offer a near 100% premium [5] - WK Kellogg was trading at 0.6x sales and 26.7x earnings, both below historical averages, reflecting skepticism regarding its growth potential [5] - Following the acquisition announcement, the implied P/E ratio for WK Kellogg has risen into the mid-30s, suggesting limited potential for further revaluation [5]

这次，最高薪酬纪录被刷新，从1亿美金直接飙升至超2亿美金！ 他便是——庞若鸣，前苹果AI/ML基础模型团队负责人。 来源丨 新智元（ID：AI_era） 编辑丨桃子 余家辉之外，硅谷一夜之间，又诞生了一位华人AI巨星。 公开资料显示，庞若鸣本科毕业于上交大，主攻计算机科学。随后，他在南加州大学、普林斯顿大学 完成了硕博学位。 值得一提的是，他高中曾就读于上海市重点中学——向明中学。 这个薪酬，是苹果给不起的。毕竟，CEO库克的年薪也才7460万美元。 这个华人学者究竟有着什么样的魅力，能够让小扎亲自下场挖人，并开出如此巨薪？ 上交大毕业，掌舵苹果大模型团队 毕业后，庞若鸣便加入了谷歌，担任了15年的首席软件工程师。 在谷歌期间，他曾参与了Bigtable索引结构化搜索与ZipIt项目，这项成果最终被谷歌内部1000+项目 采用。 随后，他又联手Abhishek Parmar、Zhifeng Chen于2012年联合创立了谷歌全球一致性授权系统 Zanzibar。 2014-2017年间，作为唯一负责人，庞若鸣带领团队将该系统可靠性提升至99.999%。 2017年之后，他又转战「大脑应用研究」，领导了Goog ...

Key Takeaways July 8, 2025 04:05 AM GMT Telecom & Networking Equipment | North America The Optics of Multiple Expansion We have been more reserved on optical valuations given competitiveness of space relative to other AI opportunities. With optical names trading at meaningful premiums to historical multiples, we look at margin health behind revenue trajectories. Downgrade CIEN to UW given lack of margin upside in NT. Outlook is bright in optical, but need to be mindful of margins. Inside or outside the data ...

Core Insights - Vor Bio has appointed Sandy Mahatme as Chief Financial Officer and Chief Business Officer, effective July 9, 2025, to support the company's transformation and growth in autoimmune disease treatment [1][3] Company Overview - Vor Bio is a clinical-stage biotechnology company focused on transforming the treatment of autoimmune diseases, particularly through the development of telitacicept, a novel dual-target fusion protein [5] - The company is advancing telitacicept through Phase 3 clinical development and aims to commercialize it for serious autoantibody-driven conditions worldwide [5] Leadership Experience - Sandy Mahatme brings over 30 years of executive leadership experience in the biopharmaceutical industry, with a strong track record in capital markets, business development, and global operations [2][3] - Prior to joining Vor Bio, Mahatme raised over $2.5 billion in equity and non-dilutive capital at National Resilience, Inc., and led capital formation efforts exceeding $3.5 billion at Sarepta Therapeutics [2][3] Strategic Importance - The appointment of Mahatme is seen as pivotal for Vor Bio as it advances telitacicept through global Phase 3 development and aims to improve the lives of patients with autoimmune diseases [3][5] - Mahatme's experience in navigating strategic growth in both private and public biotech settings is expected to be instrumental for the company's future [3] Inducement Plan - On July 9, 2025, Vor Bio granted Mahatme 13,882,750 restricted stock units (RSUs) as a material inducement to employment, with a vesting schedule over four years [7]

The Nutella and Tic Tacs owner will pay $23 for each of WK Kellogg’s shares. (Photo: Wilfredo Lee via Associated Press) https://t.co/YkTDjzog8j https://t.co/dPoOjksgRO ...

Legal & Regulatory - The Delaware Supreme Court rejected expert testimony linking Zantac to cancer [1] - This is a major win for the drug makers involved [1]

Shares of cereal maker WK Kellogg (KLG 30.66%) rose 34% this week as of noon E.T. Thursday, according to data provided by S&P Global Market Intelligence.One week after being added to a slew of Russell Value indexes, it turns out WK Kellogg was indeed a good value investment -- at least in the eyes of Ferrero.On Wednesday, the Italian chocolate and candy juggernaut announced plans to buy Kellogg for $23 per share, prompting this week's spike in price.The acquisition announcement comes just months after rumor ...