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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

Metas quarterly results drew attention as revenue and advertising growth beat expectations, with investors also weighing Muses potential and the companys expanding AI investment. Bullish reactions cited strong ad momentum and AI opportunities, while skeptics focused on negative free cash flow, higher capital spending, and the new non-voting share class; the initial earnings pop later faded.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBMs quarterly earnings beat expectations, led by software growth and the recovery of delayed contracts, but the stock gave back a sharp post-report pop. Traders are debating whether the reversal reflects a sell-the-news reaction and unchanged revenue guidance or an overreaction to otherwise strong results.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Researchs strong quarterly results and higher outlook are being overshadowed by a selloff as traders say guidance did not clear high expectations; some attribute the outlooks limits to cleanroom and supply-chain constraints rather than weakening demand. The community is split between buying the dip and worrying that growth is peaking or the stocks valuation leaves little room for a merely solid forecast.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas quarterly results and earnings call are driving attention, with traders weighing an adjusted earnings and cash-flow beat against flat revenue, weaker operating profitability, and the companys heavy investment plans. Many focused on the post-report pullback and reduced capex guidance, while optimism around AI and autonomyand speculation about a possible SpaceX mergercompetes with concerns about execution and valuation.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is sliding with broader Chinese tech stocks as the Hang Seng Tech Index falls below 4,000 and reaches a multi-year low, despite strength in U.S. markets. Traders debate whether the selloff reflects persistent China-market headwinds and a value trap or an oversold dip worth buying.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoins rebound is driving renewed buying in Strategy as a leveraged BTC proxy, with bulls pointing to momentum and a possible short squeeze. The rally is contested by concerns over Bitcoin volatility, shareholder dilution and a potential MSCI index exclusion.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

A report that the U.S. Navy halted new purchases of AEVEXs GARC drone boats over performance concerns drove the steep selloff. AEVEX disputed that orders were halted, saying it completed its delivery obligations and no additional vessels were planned, leaving traders divided between calling the drop an overreaction and worrying about future Navy demand.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arms exposure to AI and agentic-computing CPU demand is a key focus, with traders citing Metas Muse and Arms data-center CPU opportunity as bullish drivers. The discussion is tempered by concerns over the stocks rich valuation, sharp volatility, and whether AI spending can support further gains.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Attention centers on Aurinias patent disputes with generic Lupkynis challengers, as court extensions and patent developments fuel hopes for settlements and, speculatively, a buyout. Traders are divided between optimism about a resolution and frustration over delays and limited company communication; a TD Cowen Buy reiteration is also being noted.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

The USPTOs decision not to intervene in the Federal Circuit appeal over Netlists 912 patent claim 16after Samsung and Micron withdrew following settlementsis driving discussion. Traders disagree on whether the appeal could still lead to a remand or vacatur, or be dismissed as moot; the patent has not been restored, and any benefit to Netlists Google dispute remains uncertain.

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@JOEYBUYDEN tbh, the turnaround appears to be happening much faster than I anticipated. Seems like they are on the right track. Cutting useless management and having R&amp;D work hands on with the CEO is a good signal. That’s solid restructuring. The business achieved a better than expected profit, without a substantial revenue increase. They are currently focusing on improving margins and cutting SG&amp;A.

Very impressed with this ER. I finally believe in Intel’s ability to evolve.

Joe Buyden

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 tbh, the turnaround appears to be happening much faster than I anticipated. Seems like they are on the right track. Cutting useless management and having R&D work hands on with the CEO is a good signal. That’s solid restructuring. The business achieved a better than expected profit, without a substantial revenue increase. They are currently focusing on improving margins and cutting SG&A.

Very impressed with this ER. I finally believe in Intel’s ability to evolve.