Abstract of MRVL (Buy) Earnings Preview, QCOM (Hold) Initiation MRVL (Buy) Earnings Preview 🚀 •Maintain Buy & $280 TP •F2Q27E: Expect +12% QoQ revenue, ~59% non-GAAP GM (vs. Street 58.8%) •F3Q27E: +13% QoQ revenue (vs. consensus +11%), GM 58.9% (vs. 58.3%) •Likely raise to FY27 guidance; upside seen to FY28 revenue & FY29 custom ASIC target •FY27E/28E/FY29E EPS: $4.2 / $7.6 / $14 •FY29 ASIC revenue: $15bn+ (guidance $10bn+), powered by Google CXL/DPU, one ver of Trainium 4 & Maia 300 QCOM (Hold) 💤 •Initiated Hold: DC business partially priced in since Investor Day •Mgmt targets $5bn/$15bn DC revenue in FY27/FY29; we model $4.7bn/$8.8bn in FY27/28 •AI250 competitiveness vs. GPU limited by high LPDDR5 pricing & inferior scale-up •CPU ramp (2028) still far away •Custom Silicon can leverage its high wafer allocation •Handset remains a drag; Android recovery overly optimistic amid high wafer inventory & weak sell-through •Smartphone share pressure continues from competitors’ effort to gain OPPO/vivo Ultra models •FY26E/27E EPS: $10.7 / $11.3 → TP $203 (18x) #MRVL# #QCOM# #Semiconductors#

This is great news. As you age, sugar binding to your proteins creates stiff, sticky chemical scars that affect skin, arteries, eyes and more. It was considered irreversible and now may be reversible, restoring to a healthy state. Researches did this by using AlphaFold to search 45,000 oxidases, then screened more than 500 million engineered variants through directed evolution. The work is still ex vivo in a lab setting. Delivering a large bacterial enzyme safely into living tissues, with sufficient penetration and bioavailability, remains a major challenge.

Teneo Beacon update: Android, Mac, Windows, and Linux. The Teneo Beacon is the foundation of the Teneo Protocol. This release focuses on real-time accuracy and better background reliability for Android devices that aggressively manage processes. - Pull-to-refresh on Android. Refresh button on desktop, next to Settings. - Fragment counter now updates in real time. No more stale numbers between sessions. - Vendor-specific battery and background tips for Xiaomi, Huawei, Oppo, Realme, Vivo, and OnePlus now in Settings. All newer Android devices still get the run-in-background prompt on first launch. - Auto-updater improvements. - Tray menu reliability fixes and screensaver mode polish. -Background process fixes across platforms. iOS update rolling out shortly. Every node running contributes to the data layer that powers AI agent queries on Teneo. Install, run, keep it online.

THREE LANGUAGES. THREE LIVE AI APPLICATIONS. THREE COMPLETE RESUMES. 2 MINUTES, 27 SECONDS. ZERO HIDDEN CUTS. The first note looked like absolute trash. It had been scribbled on, torn across the top, crushed into a ball, and reopened live on camera. One job was partially split by the tear. Some of the writing was barely legible. ECHO read it anyway: It recognized the progression from cashier, to barista, to shift leader. Then it transformed a damaged piece of paper into a professional résumé positioned for the next step: café manager. Then it did it again in Vietnamese. Then again in Japanese. Each note was attached live. Each application was running independently in its community’s language. Each résumé remained on screen long enough to be read. There were no hidden cuts. We only accelerated the waiting time. During a week when most of the AI world was debating regulation, platforms, and what might break next, we quietly built a working piece of the future. And we built it for more than one community: LATAM. Việt Nam. 日本. You did not simply watch ECHO. You tested it. Challenged it. Corrected it. Shared it. And carried this company beyond 200M views in three weeks. So we are building the next phase with you. We are not merely translating an American product after the fact. We will continue developing Pattern Audit, Drift Forensics, and the deeper ECHO Premium systems that help people use AI with more clarity, structure, and judgment. At the same time, ECHO Careers will continue building practical tools for the person trying to get hired, change careers, prepare for an interview, negotiate compensation, or finally communicate the value of years of real work. And for the students and families preparing for university: We have not forgotten you. ECHO Academia begins rolling out August 1. We have already built new tools for applications, essays, interviews, degree discovery, and the documents families are expected to understand without ever being taught how. Careers and Academia are already operational across our languages. The dedicated website for job seekers and university applicants is complete. It will open in the coming weeks. This summer, we will preview the rooms one by one: Not rushed. Not reduced. The same standard of excellence for every community. Phase I proved the architecture. Phase II applies it to opportunity. 🇪🇸 LATAM Lo que acabas de ver no fue una maqueta. Las tres aplicaciones estaban activas, usando IA en vivo, y cada currículum se generó a partir de la nota que apareció en pantalla. La nota de LATAM estaba rota, arrugada, tachada y apenas legible. Aun así, ECHO convirtió una trayectoria real, cajero, barista y jefe de turno, en un currículum profesional orientado al siguiente paso: gerente de cafetería. No hubo cortes para ocultar el proceso. Solo aceleramos el tiempo de espera. Seguiremos desarrollando Pattern Audit, Drift Forensics y las herramientas profundas de ECHO. También seguiremos construyendo para quienes buscan empleo, una mejor carrera y una oportunidad real de demostrar lo que saben hacer. Y para quienes quieren entrar a la universidad: ECHO Academia comienza el 1 de agosto. 🎓 Las aplicaciones en español ya están funcionando. Muy pronto podrán verlas en acción. 🇻🇳 VIỆT NAM Những gì bạn vừa xem không phải là một bản mô phỏng. Cả ba ứng dụng đều đang hoạt động trực tiếp bằng AI thật. Mỗi CV được tạo từ chính tờ giấy ghi chú xuất hiện trên màn hình. Không có cảnh cắt để che giấu quá trình. Chúng tôi chỉ tăng tốc thời gian chờ. ECHO sẽ tiếp tục phát triển Pattern Audit, Drift Forensics và những công cụ giúp mọi người sử dụng AI rõ ràng, an toàn và có định hướng hơn. Đồng thời, ECHO Careers sẽ tiếp tục xây dựng cho những người đang tìm việc, đổi nghề, luyện phỏng vấn, thương lượng lương hoặc muốn biến kinh nghiệm thật của mình thành một hồ sơ chuyên nghiệp. Và đối với các bạn học sinh, sinh viên và gia đình đang chuẩn bị cho đại học: Chúng tôi chưa quên bạn. ECHO Academia bắt đầu được giới thiệu từ ngày 1 tháng 8. 🎓 Các ứng dụng tiếng Việt đã hoạt động. Những bản trình diễn đầu tiên sẽ sớm ra mắt. 🇯🇵 日本 今ご覧いただいたのは、演出用のモックではありません。 3つのアプリはすべて実際に稼働し、画面に映ったメモから、それぞれの言語で履歴書を作成しました。 結果を隠すためのカット編集はありません。 待ち時間だけを早めています。 ECHOはこれからも、Pattern Audit、Drift Forensics、そしてAIをより明確に、構造的に、適切な判断とともに使うためのツールを開発し続けます。 同時にECHO Careersでは、就職、転職、面接準備、給与交渉、そしてこれまでの経験を正しく伝えるための実用的なツールを作り続けます。 そして、大学進学を目指す学生とご家族へ。 皆さんのことも忘れていません。 ECHO Academiaは8月1日から順次公開します。🎓 日本語版のアプリはすでに稼働しています。 デモも近日公開します。 Try Pattern Audit + Drift Forensics free now: 🌊 🌊 🌊 🌊 For exclusive career content and professional releases: 💼 Follow Restrained Depth AI on LinkedIn. For ECHO Academia, university applications, and content built for students and families: 🎓 Follow Restrained Depth AI on Instagram and Facebook. Want early demo access, feedback invitations, and launch updates for Careers and Academia? 📩 Join the founding list: DM Career or Academia We helped people build businesses and brands. Now we are building for the job seeker, the student, and the family trying to reach what comes next. The future should not belong only to the people who already know how the system works.

You paid $1,000 for a Samsung phone. Samsung pre-installed dozens of apps you never asked for. Facebook. Microsoft Office. Netflix. Samsung's own browser. Samsung's own email. Samsung's own calendar. Samsung's own notes. Samsung's own cloud. Samsung's own payment app. Samsung's own voice assistant. Duplicates of apps you already use. Running in the background. Eating your battery. Using your storage. You cannot delete them. The delete button is greyed out. You paid for the hardware. They control the software. Xiaomi is worse. Pre-installed games. Shopping apps. Some serve full-screen ads on your phone. Carriers add more. T-Mobile, Verizon, AT&T each pre-install apps you will never open. Uninstall button? Greyed out. Someone built a tool that removes every single one. No root needed. It's called Universal Android Debloater. Written in Rust. Cross-platform GUI. Plug your phone in. Click. Gone. → Remove any pre-installed app. Samsung, Xiaomi, OnePlus, Oppo, Vivo, Huawei, Motorola, Nokia. → Remove carrier bloatware. T-Mobile, Verizon, AT&T, and carriers worldwide. → No root required. → Restore anything you removed. One click. → Battery life improves immediately. → Storage freed. Gigabytes recovered. → Privacy improved. Fewer apps tracking you. → Community-maintained database of known bloatware. → Works on Windows, macOS, and Linux. Here's the wildest part: The phone you paid for is not yours. It is a billboard you carry in your pocket. The manufacturer sold you hardware and then sold your attention to their partners. This tool gives you YOUR phone back. GPL-3.0. Written in Rust. Community-maintained. But DO NOT use Universal Android Debloater. We should all keep running dozens of apps we never installed on the phone we already paid for.