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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

A post-earnings selloff after IREN missed expectations has drawn attention, with traders criticizing unclear guidance, heavy planned capex, dilution risk and management. Bulls argue the results reflect the transition from Bitcoin mining to AI infrastructure and point to contracted AI-cloud demand, Microsoft deployments and an unnamed frontier-AI customer, though funding and execution remain debated.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

Reports that Advent International and Stripe have abandoned their pursuit of PayPal removed the takeover premium and triggered a sharp selloff. Traders are divided between those who see an overreaction and favor PayPals cash generation, buybacks and potential renewed bids, and those who believe standalone fundamentals, competition and weak growth justify further downside.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Kevin Warshs first Jackson Hole speech is driving attention, with his emphasis on still-elevated inflation and higher rate-hike odds prompting hawkish interpretations. Traders remain divided because he offered no clear timing or policy commitment, while SPYs rally and falling volatility have fueled debate over whether markets are dismissing the risks or squeezing bearish positions.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

A post-earnings selloff is driving attention as investors focused on softer near-term gross margins, elevated valuation, and expectations that the Google custom-AI deal will contribute more meaningfully later than initially hoped, despite a quarterly beat and higher multi-year outlook. Traders are split between viewing the decline as an overreaction and buying opportunity versus arguing that the stocks sharp prior rally had already priced in the AI growth story.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

A post-earnings selloff, compounded by multiple analyst price-target cuts and concerns about slowing growth and execution of AppLovins e-commerce expansion, is driving attention. Traders are divided between bears expecting further downside and bulls calling the decline an overreaction, citing strong fundamentals, potential buybacks, e-commerce adoption, and possible short covering as reasons for a rebound.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

Affirms quarterly earnings beat and stronger-than-expected forward outlook have driven heavy attention, with traders highlighting profitability, GMV growth and continued BNPL adoption. The community remains broadly bullish, but debate centers on a tax-related boost to reported profit, credit quality, premium valuation and the stocks recurring pattern of fading after an earnings pop.

First Majestic Silver Corp. engages in the production, development, exploration, and acquisition of mineral properties, with a focus on silver and gold production in North America. It owns and operates producing mines in Mexico, including the Santa Elena Silver & Gold Mine, the Los Gatos Silver Mine, the San Dimas Silver & Gold Mine, and the La Encantada Silver Mine. It also owns the Jerritt Canyon Gold Mine in Nevada, USA, which is currently in the process of restarting. The company was founded by Keith Neumeyer on September 26, 1979 and is headquartered in Vancouver, Canada.

First Majestic Silver Corporation

Rising silver prices and expectations for a broader precious-metals rally are driving attention, with traders citing a weaker dollar, Treasury bond buybacks, and possible Federal Reserve easing as supportive for miners. The community is split between bulls expecting a breakout or short squeeze and bears focused on resistance, rate risks, and AGs underperformance despite strong silver prices and recent operating results.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas planned acquisition of Claros is driving attention, with traders viewing its vertical power-delivery and voltage-regulation technology as a way to expand Navitas AI data-center grid-to-xPU offering. The community is divided between bullish expectations for AI infrastructure growth and concerns about dilution, execution, limited near-term revenue, and ongoing litigation.

LightPath Technologies, Inc. engages in the design, development, manufacture, and distribution of optical and infrared components. Its products include molded glass and assemblies, infrared molded lenses, diamond turned, conventional ground and polished ground lenses and assemblies, and collimator assemblies, which are used in applications involving light detection and ranging technology. The firm supports a range of customers in the field of industrial, laser, defense, medical, telecommunications, and instrumentation. The company was founded in1985 and is headquartered in Orlando, FL.

Lightpath Technologies, Inc. - Ordinary Shares - Class A

The Armys decision to broaden the search for additional potential sources for the NGSRI/Stinger replacement program has triggered a sharp selloff, as some traders fear increased competition or a delayed down-selection. Others argue the notice does not change the targeted production timeline and that LightPath could benefit by supplying seeker optics across multiple missile designs.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrikes strong fiscal Q2 results, record ARR momentum, improved full-year outlook, and AI-driven cybersecurity demand have fueled the rally and analyst target increases. Traders remain divided, with bulls citing durable cybersecurity growth while skeptics point to stretched valuation, insider selling, and profit-taking risk after the sharp advance.

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Bitcoin

Ethereum

Solana

Ripple

Dogecoin

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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