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Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys sharp post-earnings selloff despite strong results and raised guidance has traders focused on negative cash flow, heavy spending to expand capacity, and a demanding valuation. Bulls call the drop an overreaction to investment in strong demand for data-center power, while bears see cash-generation and broader AI-spending risks.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&T shares are under pressure as traders react to SpaceXs plans to expand Starlink Mobile, including reported spectrum acquisitions and efforts to build a competing wireless network. The community is divided between seeing a serious long-term competitive threat and viewing the selloff as an overreaction because building out a nationwide service could take years; some also point to AT&Ts earnings beat and raised outlook as support for the stock.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude rallies on escalating Middle East tensions and fears of renewed Iran conflict and oil-supply disruptions. Traders are split between riding the momentum and viewing the surge as overextended, with bearish voices warning that de-escalation or peace headlines could trigger a sharp reversal.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

MaxLinears plans to target Credos dominant active electrical cable market are driving concern about future competition and weighing on shares. Traders debate whether the rival can meet its market-share ambitions; some see Credos incumbent position and fast-growing AEC demand as a cushion, while others view the selloff as a warning about its moat.

MGM Resorts International is a holding company, which engages in the ownership and operations of casino resorts. The firm's casino resorts offer gaming, hotel, convention, dining, entertainment, retail, and other resort amenities. It operates through the following business segments: Las Vegas Strip Resorts, Regional Operations, MGM China, and MGM Digital. The Las Vegas Strip Resorts segment operates the following casino resorts: Bellagio, MGM Grand Las Vegas, Mandalay Bay, The Mirage, Luxor, New York-New, Excalibur, Park MGM, and Circus Las Vegas. The Regional Operations segment consists of the following casino resorts: MGM Grand Detroit in Detroit, Michigan, Beau Rivage in Biloxi, Mississippi, Gold Strike Tunica in Tunica, Mississippi, Borgata in Atlantic City, New Jersey, MGM National Harbor in Prince George’s County, Maryland, and MGM Springfield in Springfield, Massachusetts. The MGM China segment includes MGM Macau and MGM Cotai. The MGM Digital segment focuses on the online gaming portfolio, which consists primarily of Leo Vegas, which is headquartered in Sweden and Malta. The company was founded by Kerkor Kerkorian on January 29, 1986 and is headquartered in Las Vegas, NV.

MGM Resorts International

The withdrawal of People Inc.s proposal to take MGM private removed the takeover premium and is a major focus of the ongoing slide to new lows. Traders are split between expecting a renewed deal or viewing MGM as undervalued and worrying about weak gaming-sector fundamentals and managements response.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is drawing attention ahead of its Q3 earnings report, as traders debate whether results can reverse its weakness and underperformance versus Bitcoin and other crypto-linked shares. Bears cite the downtrend and muted response to crypto rebounds, while bulls are positioning for an earnings-driven bounce.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is drawing attention around new long-term LNG supply agreements, including deals with ConocoPhillips and China Gas, against a backdrop of disrupted global supply. Traders view the contracts as demand validation, while skeptics argue that long-dated commitments limit exposure to higher spot prices and do little to resolve concerns about debt and arbitration liabilities.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendys shares are drawing attention amid a steep decline and fresh lows, with traders pointing to weak restaurant traffic, falling earnings, a dividend cut, and franchisee bankruptcy concerns. Bulls argue the company can turn around through new leadership and international growth, while takeover and short-squeeze hopes remain speculation rather than confirmed developments.

Phathom Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel treatments for gastrointestinal diseases. The company was founded by Tadataka Yamada, David Socks, Azmi Nabulsi, Aditya Kohli, and Roger Ulrich on January 9, 2018 and is headquartered in Florham Park, NJ.

Phathom Pharmaceuticals Inc

BDR Pharmaceuticals lawsuit challenging the FDAs handling of generic access to VOQUEZNA and its exclusivity through 2032 is weighing on PHAT shares. Traders debate whether the case poses a meaningful long-term risk to the drugs sales or is legal overhang rather than evidence of a product or demand problem.

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 C

Alphabets upcoming earnings report is the focus as traders weigh whether AI and cloud growth can justify heavy investment, while concerns about search competition and weakening core business have pressured shares. Bears expect more downside if spending fails to show returns; bulls see the selloff as a buying opportunity and point to Alphabets AI and cloud businesses.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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$DIS fair value here until rates and oil come down

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Walt Disney Co

 fair value here until rates and oil come down