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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 drawing attention after reports that the Advent InternationalStripe consortium abandoned its proposed acquisition, removing the takeover premium and triggering a sharp selloff. Traders are divided between viewing the drop as an overreaction and buying opportunity based on PayPals cash generation and buybacks, while others expect further downside as the company faces standalone growth and competitive risks; a renewed bid remains speculative.

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 shares are drawing attention after a post-earnings selloff despite a quarterly beat and higher multi-year outlook, as traders focus on gross-margin compression, elevated valuation, and the view that Google-related AI revenue is largely embedded in guidance and ramps later. The community is divided between bears calling the reaction a repricing of overhyped expectations and bulls viewing the decline as a buying opportunity ahead of further custom-AI details at the investor day.

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

Traders are attributing the sharp selloff to Army news widening the Stinger replacement search, which has fueled speculation that the NGSRI down-selection could be delayed or that competition may weaken LightPaths opportunity. Others view the reaction as excessive, arguing production timing is unchanged and broader demand for missile seekers and counter-drone optics could create additional design-in opportunities.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Strong quarterly results and raised guidance have drawn attention, but shares sold off sharply in a classic sell-the-news reaction after a substantial pre-earnings run. Bulls view the decline as profit-taking and emphasize organic ARR growth, cash generation and improving margins, while skeptics cite high expectations, slower cloud ARR growth, stock-based compensation and limited guidance flow-through.

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 quarterly earnings miss, heavy investment needs, dilution concerns, and unclear guidance are driving IRENs sharp selloff despite its AI Cloud revenue overtaking bitcoin mining and contracted demand supporting the transition. Traders are split between viewing the decline as justified by execution and financing risks or as an overreaction to non-cash mining write-offs and a bullish long-term AI infrastructure outlook.

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

A strong fiscal fourth-quarter earnings beat and better-than-expected forward outlook are driving attention, with traders highlighting Affirms growth, improving profitability, and expanding BNPL usage. The community is broadly bullish, though some traders question the quality of the profit beat, valuation, credit risk, and the stocks tendency to fade after earnings-driven spikes.

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

Federal Reserve Chair Kevin Warshs Jackson Hole speech is the dominant catalyst, with traders parsing his comments on persistent inflation, potential rate hikes and limited forward guidance. The community is split between hawkish interpretations that could pressure equities and views that the speech is vague or effectively dovish, contributing to volatile, two-way SPY trading.

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

Speculation around Fed Chair Kevin Warshs Jackson Hole remarks and the resulting interest-rate outlook is driving attention, with traders divided over whether lower rates could support SoFi or a hawkish tone could pressure the stock. The discussion also centers on repeated resistance near the $19$20 area, with bulls anticipating a breakout and bears expecting another fade.

We believe that there are significant, attractive investment opportunities that exist within industries that benefit from strong Environmental, Social and Governance (“ESG”) profiles. While investing in ESG covers a broad range of themes, we are focused on evaluating suitable targets that have existing environmental sustainability practices or that may benefit, both operationally and economically, from our management team’s commitment and expertise in executing such practices.

TMC the metals company Inc

NOAAs progress on reviewing TMCs deep-seabed mining applications is driving attention, alongside expectations for regulatory approval, Brownsville processing development, and potential U.S. government support for critical-minerals projects. Traders are broadly bullish, while options activity, short interest, and possible gamma- or short-squeeze dynamics are amplifying speculation around the move.

Gap, Inc. operates as a global apparel retail company, which offers clothing, apparel, accessories, and personal care products for men, women, and children. The firm operates through the following segments: Gap Global, Old Navy Global, Banana Republic Global, Athleta, and Other. The Gap Global segment includes apparel and accessories for men and women under the Gap brand, along with the GapKids, BabyGap, GapMaternity, GapBody, and GapFit collections. The Old Navy Global segment offers clothing and accessories for adults and children. The Banana Republic Global segment provides clothing, eyewear, jewelry, shoes, handbags, and fragrances. The Athleta segment offers fitness apparel for women. The company founded by Donald G. Fisher and Doris F. Fisher in July 1969 and is headquartered in San Francisco, CA.

Gap, Inc.

A quarterly profit beat, stronger margins, robust comparable-sales growth at the namesake Gap brand, and a raised full-year profit outlook have driven the sharp rally, with traders also focusing on Michael Francis taking over Old Navy. The community is broadly bullish and discussing short covering and momentum, though some caution that tariff-related benefits, weaker Old Navy and Athleta performance, and profit-taking could limit the move.

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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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$LITE 
 next-quarter target price: 1062.71 
 
Key drivers for next-quarter valuation: 
- AI-driven data center infrastructure demand 
- Secular shift to optical interconnects 
- Stable macroeconomic and interest rate environment 
- Margin expansion and operational efficiency 
- Competitive positioning in optical components

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Lumentum Holdings Inc

 
 next-quarter target price: 1062.71 
 
Key drivers for next-quarter valuation: 
- AI-driven data center infrastructure demand 
- Secular shift to optical interconnects 
- Stable macroeconomic and interest rate environment 
- Margin expansion and operational efficiency 
- Competitive positioning in optical components