In today’s briefing:
- HKBN (1310 HK): Response Doc Out. IFA Says Fair
- Intel. Crisis Mode All Over Again
- Q2 Holdings: Innovation Studio Adoption As A Significant Contributor To Growth!
- Confluent Secures Massive Multiyear Deals—Enterprise Clients Go All In!
- KLAC US – KLA Corporation: Seizing The Advanced Packaging Surge With 100% Defect Inspection Power!
- Littelfuse Is Moving Forward In Renewables & Grid Storage—Is This the Industrial Play Wall Street Missed?
- Mastercard Is Battling FX Turbulence But Can Its Value-Added Services Keep The Cash Flowing?
- MicroStrategy’s Bitcoin-Backed Securities Promise High Yields–Can They Outshine Traditional Investments?
- Monolithic Power Systems: Expanding Market Share Through Enterprise Data, AI, & Robotics Synergy!
- Palantir’s 600% Rally: Can 100x Revenue Valuation Ever Be Justified?
HKBN (1310 HK): Response Doc Out. IFA Says Fair
- After a protracted period towards securing the necessary regulatory approvals, this transaction has since accelerated.
- Just two days after the Offer Doc was issued, the Response Doc has now been dispatched.
- The IFA (Somerley) says China Mobile (941 HK)‘s terms are fair & reasonable. The First Close is the 3rd September. Expect the Offer to turn unconditional before that date.
Intel. Crisis Mode All Over Again
- President Trump wants Intel CEO Lip Bu Tan to resign immediately because he claims that he is “highly CONFLICTED”
- The President’s concerns likely relate to a recent DoJ case against Cadence as well an investigation by the Select Committee on the CCP into Walden International’s Chinese investments
- That both these topics weren’t comprehensively addressed and mitigated prior to Mr. Tan’s appointment beggars belief. Where was the due diligence Mr. Yeary?
Q2 Holdings: Innovation Studio Adoption As A Significant Contributor To Growth!
- Q2 Holdings reported its financial results for the second quarter of 2025, demonstrating strong performance in several key areas.
- The company achieved revenue of $195 million, representing a 13% increase compared to the previous year.
- This growth was largely driven by subscription-based revenues, which saw a 16% year-overyear increase, contributing to 81% of the total revenue mix.
Confluent Secures Massive Multiyear Deals—Enterprise Clients Go All In!
- Confluent’s second-quarter results for 2025 reveal a mix of growth opportunities and challenges, reflecting the dynamic nature of the data streaming market.
- The company reported a 21% increase in subscription revenue, driven by a 28% growth in Confluent Cloud revenue and a 12% rise in Confluent Platform revenue.
- The nonGAAP operating margin improved by 6 percentage points, reaching 6.3%.
KLAC US – KLA Corporation: Seizing The Advanced Packaging Surge With 100% Defect Inspection Power!
- KLA Corporation reported strong results for the June 2025 quarter, performing at or above the high end of their guidance ranges.
- Revenue was reported at $3.175 billion, with non-GAAP diluted EPS at $9.38 and GAAP diluted EPS at $9.06.
- The company also achieved a record free cash flow of over $1 billion for the quarter.
Littelfuse Is Moving Forward In Renewables & Grid Storage—Is This the Industrial Play Wall Street Missed?
- Littelfuse, Inc. delivered a robust performance in the second quarter of 2025, reporting a 10% revenue increase compared to the previous year.
- The results highlight strong execution in its growth strategies, with improved demand across its segments.
- The Electronics segment benefitted particularly from heightened demand for passive electronics and protection products.
Mastercard Is Battling FX Turbulence But Can Its Value-Added Services Keep The Cash Flowing?
- Mastercard Inc. delivered strong financial results for the second quarter of 2025, with net revenues increasing 16% and adjusted net income up 12% from the previous year on a non-GAAP currency-neutral basis.
- This growth underscores the effectiveness of Mastercard’s diversified business model and execution against strategic priorities.
- The company experienced continued growth in both its payment network and value-added services and solutions, with acquisitions contributing 1 percentage point to revenue growth.
MicroStrategy’s Bitcoin-Backed Securities Promise High Yields–Can They Outshine Traditional Investments?
- MicroStrategy’s Q2 2025 earnings report and the prevailing strategic focus provide a comprehensive picture of the company’s operations, financial outcomes, and the inherent risks and opportunities.
- MicroStrategy’s commitment to Bitcoin as a foundational component of its strategy is evident.
- By Q2 2025, the company held 628,791 Bitcoins, comprising about 3% of the world’s Bitcoin supply, which underscores its dominant position in the Bitcoin Treasury space.
Monolithic Power Systems: Expanding Market Share Through Enterprise Data, AI, & Robotics Synergy!
- Monolithic Power Systems (MPS) reported solid financial performance for the second quarter of 2025, achieving record quarterly revenues of $664.6 million.
- This represents a 4.2% increase over the first quarter of 2025 and a robust 31.0% year-over-year growth from Q2 2024.
- The driving forces behind this performance include MPS’s diverse market strategy, sustained innovation, and enhanced execution focused on solving complex customer issues.
Palantir’s 600% Rally: Can 100x Revenue Valuation Ever Be Justified?
- Palantir Technologies has transformed from a scrappy Silicon Valley startup into a national-security powerhouse with remarkable speed.
- In Q2 2025, the company reported over $1 billion in revenue—its first billion-dollar quarter—driven by 68% year-over-year growth in its U.S. business and record-high contract bookings of $2.3 billion.
- Under CEO Alex Karp’s bold leadership, Palantir has leveraged its deep Washington connections and prescient AI bets—most notably its ontologypowered AIP platform—to secure a 10-year, up to $10 billion Army enterprise agreement, multiple Defense Department delivery orders, and rapid crisis-response deployments in Ukraine, Israel, and pandemic relief.
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