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Saab 2Q25 Earnings: Europe’s First AI-Native Defense Platform
Blowout Q2 earnings showcase operational AI, sovereign backlog visibility, and structural NATO tailwinds — all at a valuation still priced for…
Jul 18
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Kristal Lens by Kristal.AI
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Kristal Lens by Kristal.AI
Saab 2Q25 Earnings: Europe’s First AI-Native Defense Platform
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Netflix 2Q25 Earnings: Netflix’s Operating System Moment
Q2 results validate the platform thesis — scaling across formats, building ad tech in-house, and turning fixed costs into flywheel dominance.
Jul 18
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Kristal Lens by Kristal.AI
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Kristal Lens by Kristal.AI
Netflix 2Q25 Earnings: Netflix’s Operating System Moment
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The Physics Bottleneck: How ASML Turned Light Into the New Oil
A lesson that began with Carl Zeiss's microscopes in 1846 explains why a Dutch toolmaker controls the speed of AI—and why the market still mis-prices…
Jul 17
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Kristal Lens by Kristal.AI
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Kristal Lens by Kristal.AI
The Physics Bottleneck: How ASML Turned Light Into the New Oil
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The Great Energy Mismatch
Why the AI Era Is Re-architecting Power — and Where Markets Are Still Blind
Jul 16
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Kristal Lens by Kristal.AI
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Kristal Lens by Kristal.AI
The Great Energy Mismatch
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BAE : Too Strategic to Replace
Why BAE Systems Is Now the Irreplaceable Nerve Center of Western Military Integration
Jul 15
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Kristal Lens by Kristal.AI
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BAE : Too Strategic to Replace
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The Sovereign Stack: Saab's Strategic Reinvention
How a Swedish defense contractor became Europe's nervous system
Jul 14
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Kristal Lens by Kristal.AI
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Kristal Lens by Kristal.AI
The Sovereign Stack: Saab's Strategic Reinvention
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Rheinmetall AG - Steel After Silence
How Europe's Most Boring Company Became Its Explosive Investment
Jul 11
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Kristal Lens by Kristal.AI
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Kristal Lens by Kristal.AI
Rheinmetall AG - Steel After Silence
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Silicon Dreams and Tariff Schemes
Thursday, July 10, 2025
Jul 10
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Kristal Lens by Kristal.AI
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Kristal Lens by Kristal.AI
Silicon Dreams and Tariff Schemes
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Synopsys: The Certainty Machine
How Synopsys Built an Empire by Selling Guarantees, Not Just Software
Jul 10
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Kristal Lens by Kristal.AI
1
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Kristal Lens by Kristal.AI
Synopsys: The Certainty Machine
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The Invisible Architect: How Cadence Quietly Became the Blueprint for the AI Era
From rubylith and X-acto knives to AI-designed silicon, Cadence Design Systems isn't just enabling chip innovation — it's redefining how compute gets…
Jul 8
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Kristal Lens by Kristal.AI
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Kristal Lens by Kristal.AI
The Invisible Architect: How Cadence Quietly Became the Blueprint for the AI Era
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Markets March Higher as Tariff Deadline Looms Large
Monday, July 7, 2025
Jul 7
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Kristal Lens by Kristal.AI
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Kristal Lens by Kristal.AI
Markets March Higher as Tariff Deadline Looms Large
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ARM- Indispensable by Design
How ARM Outmaneuvered Giants by Becoming the Neutral Layer No One Can Ignore
Jul 4
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Kristal Lens by Kristal.AI
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Kristal Lens by Kristal.AI
ARM- Indispensable by Design
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