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ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNows steep selloff followed its Q3 report: despite solid revenue growth and raised AI targets, an earnings miss and softer-than-expected Q4 contracted-revenue growth guidance stoked concerns about decelerating growth and AI disruption. Traders are divided between calling the drop an overreaction and seeing it as a warning for the SaaS business model.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Updated Phase 2 lung-cancer results showed a 24.6% response rate across the study, with a much higher rate in a small biomarker-selected subgroup, prompting a sharp selloff. Traders are divided between viewing the subgroup findings as a promising precision-treatment path and worrying that the narrower evidence, need for validation, and unclear regulatory timeline weaken the opportunity; frustration with managements presentation also surfaced.

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

Amazons quarterly earnings report is the main focus, with traders scrutinizing AWS growth and margins, AI-related capital spending, free cash flow, and guidance. Some expect strong cloud results to support the stock and broader tech sentiment, while others fear heavy spending and weak cash flow could trigger a selloff, particularly after Alphabets market reaction.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is drawing attention ahead of its quarterly earnings report, with traders weighing whether AI-driven NAND and data-center storage demand will support strong results and guidance. Bulls point to favorable memory-sector signals, while bears worry that high expectations, recent weakness across chip stocks, and a possible sell the news reaction could outweigh a beat.

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

A weaker-than-expected quarterly report, slowing Search and advertising growth, and concerns about AI spending and cash flow drove a sharp selloff, despite strong Google Cloud growth. Traders are divided between worries that AI is eroding Search monetization and that spending is outpacing returns, and buyers who view the drop as an overreaction and a long-term opportunity.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels upcoming quarterly report and guidance dominate discussion, with traders debating whether results can overcome pre-earnings weakness. The selloff also reflects broader chip-sector pressure after major cloud providers capital spending came in below expectations; bulls anticipate a strong report, while bears cite elevated expectations and concerns about margins and foundry progress.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit shares are drawing attention amid a steep selloff ahead of the quarterly earnings report, with traders focused on U.S. user growth, advertising performance, and whether Googles AI search features are diverting traffic. Bears fear weaker user metrics and a lack of new AI data-licensing deals, while bulls argue growth and past earnings beats could support a rebound.

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

Marvells reported advanced talks to acquire Lumentum have focused attention on the stock, with traders weighing the strategic appeal of securing optical components for AI data centers against concerns about the deals size, financing and potential shareholder dilution. The talks remain unfinalized, and while some view the selloff as an overreaction, others see the proposed acquisition as a near-term risk for MRVL holders.

Alphabet Inc - Ordinary Shares - Class C

A quarterly earnings miss has driven a sharp selloff, with traders focused on slowing Search and ad growth and heavy AI infrastructure spending that weighed on free cash flow, despite strong Cloud growth. The debate is between dip-buyers calling the drop an overreaction and bears concerned that AI could weaken Search monetization and that returns on AI spending remain uncertain.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs Phase 3 REGAL AML trial reached its 80th event, triggering final analysis, but the milestone did not disclose whether the treatment improved survival. Traders are divided: bullish investors view the upcoming topline readout as a major catalyst and are buying dips, while skeptics point to the sharp selloff and say the trials results remain uncertain.

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HS tech is now 5% away from wiping out all stimulus induced gains since Sep 2024 and 45% off recent highs. The 2024 stimulus was when Trump was not there, no tariff overhang, no war or Oil price shock.

CN knows that if they do anything, it could have limited impact…so they only way is slow bleeding. In any case stock mrkt is not their #1 priority.

But of course don’t worry cz CNY is 4% stronger this year as some would claim 🤣

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HS tech is now 5% away from wiping out all stimulus induced gains since Sep 2024 and 45% off recent highs. The 2024 stimulus was when Trump was not there, no tariff overhang, no war or Oil price shock.

CN knows that if they do anything, it could have limited impact…so they only way is slow bleeding. In any case stock mrkt is not their #1 priority.

But of course don’t worry cz CNY is 4% stronger this year as some would claim 🤣

