‌$Asana, Inc.(ASAN)$  ‌ Key Facts and Figures from Asana’s FY25 Earnings Calls Revenue and Growth Q1 FY25 Revenue: $172.4 million, up 13% YoY​ . Q2 FY25 Revenue: $177 million–$178 million (guidance), representing 9%-10% YoY growth​ . Reported revenue was slightly ahead of guidance​ . Q3 FY25 Revenue: $183.9 million, up 10% YoY​ . Non-tech verticals grew 15% YoY, faster than overall growth​ . Customer Metrics Core Customers: Q1: 22,162 customers spending $5,000+ annually, contributing 74% of revenue, up from 73%​ . Q3: 23,609 core customers, representing 75% of revenue, up from 74% YoY​ . Enterprise Customers: Q1: 607 customers spending $100,000+ annually, up 19% YoY​ . Q3: 683 customers in this cohort, up 18% YoY​ . Retention Rates: Q1 DBNR:

‌$SoFi Technologies Inc.(SOFI)$  ‌ Q4 2024 Earnings Release (Key Highlights) Financial Performance: Record net revenue of $734 million for Q4 (19% YoY growth), and $2.7 billion for FY 2024 (26% YoY growth). Achieved GAAP profitability for the first full year, with a net income of $499 million for FY 2024 and $332 million for Q4. Adjusted EBITDA of $198 million for Q4 and $666 million for FY 2024, with an adjusted EBITDA margin of 26%. Segment Performance: Significant revenue growth in Financial Services (84% YoY) and Tech Platform (6% YoY) segments. Lending remained a strong contributor, with net interest income driving 82% of the segment’s revenue. Operational Metrics: Member growth of 34% YoY, reaching over 10.1 million members. Total produ

‌$SoFi Technologies Inc.(SOFI)$  ‌ Financial Performance, Market Reaction, and Current Valuation Financial Performance: In Q4 2024, SoFi reported record adjusted net revenue of $739.1 million, significantly surpassing analysts' expectations. The company also recorded substantial growth in fee-based revenue, financial services revenue, and loan originations, demonstrating strong operational momentum. Market Reaction and Analyst Sentiment: Despite robust revenue growth, SoFi's stock experienced a 10.3% decline following the earnings announcement. This decline was primarily driven by a downbeat profitability outlook for the upcoming quarter, with projected adjusted EBITDA of $175 million to $185 million, falling short of the FactSet consensus of

‌$ON Semiconductor(ON)$  ‌ Onsemi and DENSO Deepen Partnership to Advance Autonomous Driving and ADAS Technologies: Onsemi (Nasdaq: ON) and leading automotive supplier DENSO CORPORATION have announced an expanded collaboration to enhance autonomous driving (AD) and advanced driver assistance systems (ADAS) technologies. For over a decade, onsemi has provided DENSO with state-of-the-art intelligent automotive sensors, critical to advancing vehicle connectivity and reducing traffic fatalities. These cutting-edge semiconductors have played a pivotal role in boosting vehicle intelligence for safer driving. "DENSO's commitment to strengthening our partnership highlights their trust in our innovation, expertise, and reliable supply of automotive tech

‌$Archer Aviation Inc.(ACHR)$  ‌ Strengths Strong Liquidity Position Over $500M in cash and cash equivalents, providing financial stability to sustain operational expansion and R&D efforts. Consistent funding inflows, including $400M potential investment from Stellantis and $171.7M equity financing in Q3, highlight investor confidence. Scalable Manufacturing Capabilities Completion of the ARC facility in Georgia, a ~350,000 sq. ft. site capable of producing 650 aircraft annually by 2030, positions Archer to meet future demand. Efficient construction completed within 18 months for $65M, showcasing strong project execution capabilities. Global Partnerships and Order Book Agreements with Japan Airlines, Sumitomo Corporation (Japan), and a UA

‌$e.l.f. Beauty Inc.(ELF)$  ‌ Recent Performance: ELF stock has dropped -10.2% over the past month, underperforming both the Zacks S&P 500 composite (+2.1%) and the Zacks Cosmetics industry (+3.1%). Earnings Estimates: Current quarter EPS is projected at $0.76, up +2.7% year-over-year, with a +2.6% revision in the last 30 days. FY23 EPS is expected at $3.61, a +13.5% increase, with a +0.1% revision over 30 days. FY24 EPS estimate is $4.35, reflecting a +20.6% year-over-year growth, but revised down -0.7% recently. Revenue Growth: Current quarter sales estimate: $329.49 million, up +21.6% YoY. FY23 sales estimate: $1.34 billion, a +30.7% increase. FY24 sales estimate: $1.57 billion, up +17.4%. Recent Earnings: Last quarter revenue: $301.08

‌$Tempus AI(TEM)$  ‌ ‌[财迷] ‌ Tempus AI Shares Soar Following Launch of AI-Powered Health App 'Olivia' Tempus AI (TEM) shares surged over 32% in recent trading after the company unveiled "Olivia," a cutting-edge AI-powered app designed to deliver actionable health insights. The app integrates personal health data from over 1,000 health systems using electronic health record connectivity. Additionally, users can sync data from Google (GOOG, GOOGL) and Apple (AAPL) health devices or upload records manually. Available on both iOS and Android platforms, Olivia promises to enhance patient access and health management. ‌@Daily_Discussion  ‌‌

‌$Himax(HIMX)$  ‌ Himax Expands AI and Sensing Capabilities for Diverse Applications Himax is strategically expanding its AI and sensing capabilities through key partnerships and investments, focusing on democratizing endpoint AI and addressing the growing demand for advanced machine vision. Democratizing Endpoint AI with NVIDIA TAO: Himax's collaboration with NVIDIA TAO allows WiseEye Module customers to easily optimize and quantize deep learning models for resource-constrained endpoint devices. By leveraging NVIDIA's pretrained enterprise-ready AI models and tools, this partnership accelerates the development of cost-effective, production-ready AI modules for various use cases, facilitating the rapid democratization of endpoint AI applicati

‌$NVIDIA(NVDA)$  ‌ Despite Nvidia's stock suffering its largest one-day drop ever due to China's DeepSeek launching a new AI model, short-term traders are heavily betting on a rapid recovery. They're pouring money into leveraged ETFs that double Nvidia's daily returns. While these ETFs experienced significant losses on Monday (around 33-34%), they also saw substantial inflows, indicating strong bullish sentiment and speculative trading activity. ‌@TigerCommunity  ‌‌@Tiger_comments  ‌‌@TigerWire  ‌‌@TigerEvents  

‌$Himax(HIMX)$  ‌ Himax Unveils Groundbreaking 400K Nit LCoS Microdisplay for Next-Gen AR Applications at CES 2025 Himax Technologies, Inc., a leader in fabless display driver ICs and other semiconductors, has announced it will showcase its next-generation, proprietary ultra-luminous Color Sequential Front-lit LCoS Microdisplay solution at CES 2025 in Las Vegas, from January 7-10, 2025. This display sets a new standard for brightness in microdisplays, solidifying Himax's leadership in LCoS technology and its commitment to advancing AR applications.   Key Features and Benefits: Unprecedented Brightness: The microdisplay boasts an industry-leading brightness of 400K nits, ensuring excellent visibility even in bright outdoor environments. &

‌$Archer Aviation Inc.(ACHR)$  ‌ Archer Aviation (NYSE: ACHR) has received the certificate of occupancy for its 400,000-square-foot aircraft manufacturing facility, ARC, located in Covington, Georgia, adjacent to the Covington Municipal Airport. A ribbon-cutting ceremony marked this milestone, with tooling load-in for the initial production line already underway. Key Highlights: Initial Production Timeline: Production is set to begin in early 2025, targeting a ramp-up to two aircraft per month by the end of the year. Future Scaling Goals: Archer aims to scale the facility to produce 650 aircraft annually by 2030. Partnership with Stellantis: Stellantis will serve as Archer’s exclusive contract manufacturer for the Midnight eVTOL aircraft. St

‌$Himax(HIMX)$  ‌ Himax's WiseEye PalmVein: Revolutionizing Biometric Authentication for Battery-Powered Devices Himax's WiseEye PalmVein, a key component of its WiseEye AI module business, offers a groundbreaking approach to contactless biometric authentication. This innovative solution integrates Himax's WiseEye2 AI processor, an AoS CMOS sensor, and a proprietary palm vein authentication algorithm.   Key features and benefits include: Ultra-Fast and Power-Efficient: Authentication occurs in under 100 milliseconds while consuming minimal power (just a few milliwatts), making it ideal for battery-powered devices.   Enhanced Security: Palm vein authentication offers superior accuracy and robust liveness detection, significantly redu

S&P 500: Started 2025 on a weak note after rising 23% in 2024, marking its second consecutive year with gains over 20%. Major Stock Moves Tesla (-6.1%): Missed Q4 delivery estimates (495,570 vs. 507,000 expected) and reported an annual sales decline. CEO Elon Musk said a Cybertruck explosion in Las Vegas was unrelated to the vehicle itself. Tesla gained 63% in 2024, boosted by Donald Trump’s election win. Palantir (-0.6%): 2024's top S&P 500 stock (+340%) due to AI focus. Vistra (+8.5%): Second-best 2024 performer (+258%). Nvidia (+3%): Third-best (+171%). Walgreens (-1.5%): Worst S&P 500 performer in 2024 (-64%), struggled with store closures despite buyout interest from Sycamore Partners. Apple (-2.6%): UBS lowered iPhone sales estimates, predicting a 5% decline in revenue fo

‌$Archer Aviation Inc.(ACHR)$  ‌ Archer Aviation Secures $430M and Launches Defense Unit in Partnership with Anduril Archer Aviation (NYSE: ACHR) has announced the formation of a new Archer Defense business unit, leveraging its existing eVTOL (electric vertical take-off and landing) technologies for defense applications. Key Highlights: Funding Secured: Archer has raised $430 million in new capital to support its defense initiatives and broader business goals. Exclusive Partnership with Anduril: Archer is collaborating with Anduril Industries, a leading defense technology company, to develop a specialized defense aircraft. CEO Remarks: Adam Goldstein, Archer’s CEO, described the defense unit as an extension of the company’s existing expertise

‌$Joby Aviation, Inc.(JOBY)$  ‌ Joby Aviation, Inc. (NYSE: JOBY) has entered the final phase of FAA certification for its electric air taxi, marking significant progress toward commercial service. The company recently conducted its first FAA testing under Type Inspection Authorization (TIA), a critical step where FAA test pilots evaluate aircraft performance, safety, and human factors. This milestone highlights Joby's leadership in the eVTOL industry and the maturity of its testing program. Joby plans to begin TIA flight testing in 2025 with its first FAA-conforming aircraft, currently under construction in Marina, California. The air taxi, designed to carry a pilot and up to four passengers, offers speeds of up to 200 mph, low noise, and zer

‌$Hims & Hers Health Inc.(HIMS)$  ‌ Hims & Hers: Unlocking Long-Term Value with Strong Growth Metrics Hims & Hers Health, Inc. has made notable strides in key unit economics, cementing its position among top-tier SaaS companies for scalability and growth potential. The company delivered outstanding Q3 FY2024 results, showcasing a 77% year-over-year revenue surge fueled by impressive subscriber growth and strong retention in its personal health services. While facing regulatory challenges and competitive pressures, HIMS’ cutting-edge technology platform and emphasis on personalized healthcare set a solid foundation for sustainable shareholder value. The stock appears significantly undervalued, with an anticipated upside of 30-40% s

‌$KULR Technology Group, Inc.(KULR)$  ‌ KULR Technology Group Collaboration with U.S. Army Partnership: KULR is collaborating with the U.S. Army to evaluate its KULR VIBE system for vibration reduction and balance optimization on AH-64E Apache and UH-60 Black Hawk helicopters. Study Details: A 12-month study starting in 2025 at South Carolina’s McEntire Joint National Guard Base. Goals: Improve vibration standards, streamline track/balance operations, reduce maintenance costs, and enhance aircraft longevity and reliability. Potential Outcome: Boost operational efficiency and safety while reducing costs, paving the way for broader adoption. Track Record: KULR previously helped the U.S. Marine Corps save a $39M AH-1Z Viper asset and reduced tro

‌$AST SpaceMobile, Inc.(ASTS)$  ‌ AST SpaceMobile (ASTS) is a startup building a space-based cellular broadband network. 1 They have launched their first five BlueBird satellites, which are now operational, providing coverage in areas including the US, Europe, and Japan. 2 They are working with AT&T and Verizon on beta service. 3 Future launches of approximately 60 Block 2 satellites are planned with Blue Origin in 2025 and 2026. 4 A new ASIC chip, planned for 2025, will increase data speeds significantly. 5 ASTS has also secured US government contracts. 6 Financially, they have a strong cash position of $518.9 million and are pursuing non-dilutive financing options. 3 They aim to address the global broadband access gap and capitalize on

‌$Hims & Hers Health Inc.(HIMS)$  ‌ Insider Activity Update: CCO Sells Stock, Increases Personal Holding On December 24th, Chief Commercial Officer Mike Chi exercised 17,000 stock options at a strike price of approximately US$5.01 and sold the shares at an average price of US$27.97 each. This transaction did not alter his existing shareholding. Since March 2024, Mike’s direct individual shareholding has grown from 175,710 shares to 193,600 shares. However, over the past 12 months, company insiders have sold a net total of US$100 million worth of shares through options exercises and market transactions.