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The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desks stronger-than-expected quarterly results and outlook, along with an expanded share-repurchase authorization, fueled bullish turnaround and short-squeeze talk. The sharp reversal after the earnings call drew criticism of management and renewed concerns about weak growth and margin pressure, leaving traders divided on whether the beat marks a durable recovery.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

A disappointing Q3 report and reduced profit outlook are weighing on Hims & Hers, as traders focus on compressed margins and weaker-than-expected results despite strong revenue growth. The community is split between concern about profitability and subscriber trends and optimism around the Lilly partnership, peptides, and longer-term growth.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia shares are drawing attention after Jensen Huang acknowledged an extramarital relationship with a businesswoman suspected by U.S. authorities of having ties to Chinese intelligence, prompting a board investigation. Traders are divided over potential governance, security and leadership risks versus the view that the controversy does not change Nvidias business and may be a buying opportunity.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

ASTS is drawing attention after its quarterly report missed expectations, while traders focused on managements deployment plans, a satellite-production ramp and the Rakuten Japan venture with government backing. Bulls see the partnerships and potential government financing as signs of demand; skeptics remain concerned about launch delays, cash burn and the cost and execution risks of the Blacklift rocket plan.

Digital Turbine, Inc. engages in mobile growth platform solutions for advertisers, publishers, carriers, and device original equipment manufacturers. It operates through the following segments: On Device Solutions and App Growth Platform. The On Device Solutions segment consists of products and services that simplify the discovery and delivery of mobile apps and content media for device end users. The App Growth Platform segment provides Advertising Solutions and Ad Monetization Solutions. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbines earnings report is driving attention: revenue growth and raised revenue guidance were offset by margin compression and concerns that growth is not translating into stronger profits, alongside debt and accounting questions. Traders are split between viewing the sharp selloff as an overreaction to an otherwise solid quarter and seeing the margin and profitability issues as warning signs.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

Take-Twos quarterly update is drawing attention after bookings came in below expectations and management held its fiscal-year outlook unchanged, while the CEO described GTA VI preorders as unprecedented ahead of launch. Traders are split between expecting the blockbuster and future online spending to outweigh the softer outlook and broader portfolio concerns, and worrying that the hype is priced in or could lead to a sell-the-news reaction.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas strong quarterly earnings beat and raised full-year guidance are driving attention, with bullish traders highlighting growth and cash generation. The discussion also centers on sharp after-hours swings and a sell-the-news reaction, as some see the pullback as a buying opportunity while others question why the stock did not rise more.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

A stronger-than-expected third-quarter report and raised full-year outlook are driving CEGs sharp move higher. Traders are broadly upbeat, linking the results to demand for reliable power from data centers, though some are watching whether the rally holds rather than chasing the jump.

Sanmina Corp. engages in the provision of integrated manufacturing solutions, components, products and repair, logistics and after-market services. It operates through the following segments: Integrated Manufacturing Solutions (IMS) and Components, Products and Services (CPS). The IMS segment consists of printed circuit board assembly and test, final system assembly and test and direct-order-fulfillment. The CPS segment includes interconnect systems and mechanical systems. The company was founded by Jure Sola in 1980 and is headquartered in San Jose, CA.

Sanmina Corp

Sanminas strong quarterly earnings beat is driving attention, with traders linking the results to demand for AI hardware and data-center infrastructure. The sharp rally has sparked optimism, though some are debating whether the gains will hold or fade and noting the companys thin-margin exposure.

Wingstop, Inc. is a franchisor and chicken wings-focused restaurant. The firm is engaged in the flavor business offering cooked-to-order, hand-sauced, and tossed classic and boneless wings, tenders and chicken sandwiches in flavors, with signature sides, such as its seasoned fries and house made ranch and bleu cheese dips. The company was founded in 1994 and is headquartered in Dallas, TX.

Wingstop Inc

A post-earnings rebound and reclaim of the 200-day moving average are driving attention; traders point to an EPS beat, while noting revenue missed and same-store-sales guidance weakened. Bulls see momentum and high short interest as supportive, while skeptics question the rally amid continuing sales weakness; buyout talk remains speculative.

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$IVR Oh would you look at that basically called ER…. Honestly guys just use the Divvy release, it has the BV numbers. I called CMBS lower 10+ days ago.

bdubdc

Solo

$IVR I have BV recovered a little to the $6.90 area (yeah I know I said this number before). This is probably a good dip buy, but never a long-term investment. Most of the recent BV losses are permanent, with last month’s update coming at the expense of CMBS… almost a 25% reduction in holdings. Hedging is also up, making an environment of stable rates and tightening Agency MBS spreads probably the most favorable backdrop. Remember, Divvy is large part being funded by these hedges.

Biggest boon to US Treasuries is probably France. That’ll bring down the EU, making the US seem a bit more attractive as of late.

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Invesco Mortgage Capital Inc

Wyatt

 Oh would you look at that basically called ER…. Honestly guys just use the Divvy release, it has the BV numbers. I called CMBS lower 10+ days ago.