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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is facing a sharp sell-off despite delivering strong quarterly earnings, as investors react to concerns over share dilution and a cooling tech platform segment. The community remains deeply divided, with many retail investors calling for a hold while criticizing institutional manipulation, while others are aggressively buying the dip as a long-term growth opportunity.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is trending as investors aggressively position themselves ahead of upcoming earnings, with high-volume call options and community debate centering on the company's massive AI capital expenditure versus its ad-monetization efficiency. Beyond the earnings anticipation, discussion is currently fueled by a strategic shift toward utilizing Amazons Graviton chips for data center workloads and reports regarding the termination of a significant acquisition in China.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as investors brace for high-stakes earnings while digesting a restructured partnership with OpenAI that removes exclusive licensing, sparking debate over cloud competition and AI monetization. The community remains deeply divided, with many monitoring Azure growth and capital expenditure as key indicators of the company's ability to maintain its AI market leadership.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is surging to all-time highs as investors position for a highly anticipated earnings report, with the community closely tracking the company's aggressive infrastructure spending and strategic expansion into AI-driven enterprise tools. Market sentiment remains bullish as traders digest the implications of multi-year deals with Anthropic and OpenAI, viewing the stock as a critical compounding asset within the broader AI and cloud compute landscape.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending as investors digest the tech giant's pivotal expansion into specialized AI hardware, with two new TPU chips designed for training and inference, alongside a massive strategic investment in Anthropic. The market is actively weighing these aggressive infrastructure commitments against broader concerns about AI monetization, intense hyperscaler competition, and rising geopolitical risks impacting global tech operations.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is seeing significant community enthusiasm driven by its deepening integration into physical AI and automotive safety sectors, specifically through high-profile partnerships with NVIDIA and major EV manufacturers. Traders are closely monitoring a key debt-related price threshold that could trigger a forced conversion of notes, fueling speculation about a potential breakout as the company shifts focus toward long-term growth and recurring revenue models.

Alphabet Inc - Ordinary Shares - Class C

Alphabet Inc. (GOOG) is currently a focal point as investors weigh massive AI infrastructure spending against long-term monetization potential, with significant community discourse centered on whether heavy capital expenditure will yield sustainable growth. Sentiment remains bolstered by Alphabets integration of Gemini across its ecosystem and its strategic positioning in cloud and quantum sectors, even as some participants express caution regarding market valuation levels and the ongoing competitive pressure in the AI space.

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

PayPal is trending as market sentiment shifts following a high-profile industry conference, with investors closely watching for strategic updates from the CEO. The community is actively debating the company's valuation, potential consolidation of its business units, and the sustainability of ongoing share buybacks versus long-term growth prospects.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech 100 is drawing significant investor interest as a primary proxy for exposure to highly anticipated upcoming IPOs, most notably SpaceX and Anthropic. The community is actively debating the fund's valuation relative to its holdings, with many focusing on the potential for massive upside as these companies move toward public market debuts.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is trending due to heightened investor optimism surrounding a strategic pivot toward internal mortgage financing and a new partnership with Fannie Mae, which community members view as key catalysts for increasing transaction volume. Despite ongoing debates between long-term bulls and skeptical short-sellers, traders remain focused on the companys path to profitability and upcoming earnings as potential drivers for a significant price re-rating.

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KYIV Barclays initiates coverage on Kyivstar ($KYIV) with an Overweight rating and $12.50 PT. Key points: * Sees ~10% revenue & EBITDA CAGR through 2028 * Strong pricing power + ~50% market share * Trading at 3.5x EV/EBITDA vs ~5.7x peers * Upside case to $23/share if risk premium normalizes War risk remains the key overhang, but Barclays sees resilient growth at a discount.