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The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeings quarterly results and outlook triggered a sharp selloff, with traders focused on the slower-than-expected 737 production ramp, delayed stabilization targets, and weaker-than-hoped cash-flow trajectory. Community reaction is split between criticism of management and concern that the turnaround is being pushed further out, and dip-buyers arguing the companys backlog supports a longer-term recovery.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. The firm also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment includes products and services sold for applications within the data center, communication networks and commercial and industrial markets in North America and Latin America. The Asia Pacific segment consists of products and services sold for applications within the data center, communication networks and commercial and industrial markets throughout Greater China, Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Westerville, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertivs strong third-quarter results, surging data-center orders and raised full-year outlook are driving attention, reinforcing traders view that AI-related power and cooling demand remains robust. The reaction is largely bullish, though some caution against chasing the sharp jump and cite valuation and the cyclical nature of data-center spending.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynixs record quarterly results, strong AI-memory demand and plans for substantial dividends and buybacks are driving attention; the company says DRAM and HBM supply is committed through 2029, with shortages expected to persist into 2030. Many traders see the results and supply outlook as bullish, while others question the muted share-price reaction and warn that memory remains cyclical.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhoods quarterly results prompted a selloff after earnings and revenue fell short of expectations, with sharply lower crypto revenue adding to concerns despite record revenue and growth in other businesses. Traders are divided between calling the drop an overreaction and buying the dip, and citing weaker profitability, slowing growth, and valuation as reasons for caution.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphases Q3 results missed expectations and its weak Q4 outlook renewed concern about soft residential solar demand, pressured by high interest rates and the loss of tax incentives. Traders largely reacted negatively, while some see the IQ solid-state transformers potential in AI data centers as a longer-term counterpoint, though pilots and commercial sales remain years away.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs advance is being linked to an AI- and semiconductor-led rebound, with traders citing SK Hynixs strong results and memory-demand optimism ahead of the Fed decision and major tech earnings. Bulls see a renewed rally or short squeeze, while skeptics call it a dead-cat bounce and warn about hawkish Fed commentary or weaker AI results.

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

GE Vernova is drawing attention after a strong Q3 earnings report, raised guidance, surging orders and a larger buyback, alongside its planned Trench Group acquisition. Traders are broadly positive on the power-equipment demand tied to data centers, while some question the acquisition price and note the stocks recent volatility.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

CFO Ryan Fiedlers departure sparked a sharp selloff and speculation about possible financial problems; Forgent said the exit did not involve a disagreement and expected fiscal Q1 revenue and adjusted EBITDA to exceed prior guidance. Traders are divided between viewing the drop as an overreaction and buying opportunity, given the companys data-center and grid-power exposure, and remaining wary of unanswered questions around the leadership change.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientifics earnings and weaker-than-expected full-year and fourth-quarter outlook are driving attention, with traders debating whether lingering cyberattack disruptions explain the soft guidance or point to a deeper slowdown. Reactions are split between concern over execution and growth and claims that the bad news is already priced in.

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

ServiceNow is drawing attention ahead of its quarterly earnings report, with traders focused on subscription growth, cRPO, AI product adoption, and forward guidance after a strong run-up. Bulls point to enterprise AI demand and analyst optimism, while others worry expectations are high and debate whether recent volatility signals profit-taking or further downside.

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$SIMO @shoc24 it’s all about revenue, revenue guide and Op margin guide which are all indicators of future profitability. Would like to get confirmation on bootdrive win for GOOG and ramp timeline— this could be massive. Longer term I’d like to hear how they are going to diversify revenue so as not to be so cyclical with the semi/memory cycle. Check out Phison and how they’re becoming an Ai solutions company. If you can eliminate the cyclically in this name you could get an actual valuation more than 10x forward PE. There are any number of reasons the MMs could use to push this lower so don’t think it’s not a possibility regardless of the numbers they produce—Re $AMKR Re $TTMI Re $STX Re $WDC  etc.

$SIMO reports earnings tomorrow after the close. I’m bullish heading into the report: SIMO has beaten EPS estimates in 7 of its last 8 reports, according to Stock Meadow. Analysts expect EPS of $3.30. What are you watching for?

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 it’s all about revenue, revenue guide and Op margin guide which are all indicators of future profitability. Would like to get confirmation on bootdrive win for GOOG and ramp timeline— this could be massive. Longer term I’d like to hear how they are going to diversify revenue so as not to be so cyclical with the semi/memory cycle. Check out Phison and how they’re becoming an Ai solutions company. If you can eliminate the cyclically in this name you could get an actual valuation more than 10x forward PE. There are any number of reasons the MMs could use to push this lower so don’t think it’s not a possibility regardless of the numbers they produce—Re 