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Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies shares jumped after the company reported record quarterly revenue and significantly raised its full-year financial outlook, driven by explosive demand for its AI-optimized servers. While the stock saw significant volatility, investors reacted positively to the massive increase in AI server backlog and orders, which the community views as validation of the broader AI infrastructure supercycle.

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

Credo Technology Group is trending following its recent earnings release, where shares experienced significant volatility. While some investors are concerned about the stock's high valuation relative to revenue and are reacting to broader sector-wide selling, others maintain a bullish outlook, citing the company's strong guidance, hyperscaler partnerships, and long-term role in AI infrastructure.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is trending following a fiscal fourth-quarter earnings beat and upbeat guidance, despite some investor concern over the pace of recurring revenue growth and the company's high valuation. The cybersecurity provider's acquisition of Console and its focus on agentic AI security remain central to the community's bullish outlook on the company's long-term competitive position.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple shares are trending amid a leadership transition as John Ternus officially takes over as CEO from Tim Cook, with the community reacting to Ternus's optimistic outlook for upcoming product launches. Discussion is heavily focused on the company's product roadmap, including a highly anticipated iPhone event, alongside debates over the stock's valuation and ongoing legal challenges with OpenAI.

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

Alphabet is trending as traders debate the stock's valuation and its ability to compete in the AI infrastructure space, with discussion frequently focusing on the stock's low P/E ratio and conflicting sentiments regarding its long-term growth versus competitive pressures. Investors are also monitoring reports of potential revenue-sharing talks with Moonshot AI and ongoing regulatory developments, including settlements related to its app store and advertising policies.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB shares dropped significantly after the company's second-quarter results failed to satisfy investor expectations despite beating analyst estimates. The sell-off was primarily driven by a sequential decline in third-quarter revenue guidance, which weighed on sentiment given the stock's elevated valuation leading into the report.

GitLab, Inc. engages in the intelligent development, security, and operations (DevSecOps) platform for software innovation. It enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab is trending following an expanded partnership with Google Cloud that integrates its AI agent platform with Vertex AI, a move traders are interpreting as a potential catalyst for valuation recovery. Community discussion remains polarized between investors hopeful for a stabilization or buyout and those concerned by the stock's significant decline and ongoing competitive pressures.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

Fervo Energy is trending following a significant 396-megawatt power purchase agreement with Google, with the community highlighting the deal as a major validation of the company's enhanced geothermal technology for AI data centers. While many traders expressed bullish sentiment regarding the contract and the company's long-term potential, others raised concerns about valuation and the risks of future share dilution.

Litecoin is a decentralized, peer-to-peer digital currency designed to enable instant, near-zero cost payments to individuals and merchants worldwide. As an open-source global payment network that functions independently of central banks or intermediaries, its main value proposition lies in providing a scarce digital asset with a fixed maximum supply of 84 million tokens.  The network operates using a Proof of Work mechanism where computers solve complex puzzles to confirm transactions and secure the blockchain. It is distinguished by a block generation time of 2.5 minutes, which allows for faster transaction confirmations and a higher total throughput than earlier protocols. Key technical features include the Scrypt hashing algorithm, which promotes wider network participation, and MimbleWimble Extension Blocks, which improve user privacy by allowing transaction details to be hidden.  The LTC token is used for settling global payments, executing microtransactions through smaller units called litoshis, and diversifying digital portfolios with a highly liquid asset. New tokens are issued to miners as rewards for verifying blocks, though these rewards undergo a halving event approximately every four years to strictly control inflation. This process ensures the ledger maintains immutability, meaning records cannot be changed once they are saved to the global network.  Created by former Google engineer Charlie Lee, the project is supported by the Litecoin Foundation, a non-profit organization dedicated to ecosystem adoption. Unlike many venture-backed projects, it is maintained by a decentralized community of independent developers and a global network of miners. The project has seen recent institutional adoption, with entities like Lite Strategy and Luxxfolio Holdings adding significant amounts of LTC to their corporate treasuries as of late 2025.

Litecoin

Litecoin is experiencing significant volatility and intense community debate as traders monitor support levels near $45–$50, with many speculating that the asset is undervalued and positioned for a potential breakout. Opinions remain sharply divided between those accumulating positions in anticipation of a major rally and those expressing frustration over persistent underperformance relative to other cryptocurrencies.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The GWIM segment focuses on solutions to meet clients’ needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 and is headquartered in Charlotte, NC.

Bank Of America Corp.

Bank of America Corp

Bank of America shares are receiving attention as traders evaluate its Q2 earnings report, which highlighted record trading revenue and a rebound in investment banking, alongside the bank's role in recent major stablecoin and bond market activity. Community discussion remains mixed, with some traders focused on technical setups and long-term dividend growth, while others express ongoing skepticism regarding bank valuation and broader economic conditions.

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$SMERY Morgan Stanley: We like Siemens Energy because  
(1) Gas turbine pricing is still growing and we do not yet see signs of moderating for some of the engine companies this fiscal year. This underpins our confidence on our EBITA forecasts out to 2030, given SE is already largely booked out through 2029. Slot reservations also indicate that pricing on new orders will still be rising on firm orders in the next 6-12mths, and these orders with higher prices will make up 2030 deliveries.  
(2) We think the risk reward is still skewed positively into year end. We think the shares could have a run-up towards our €200 PT into fiscal year end around the new targets issued on 11 November. The new targets are the key catalyst this year, and we think will trigger further consensus upgrades.  
(3) De-escalation in the Middle East should help the relative valuation of Siemens Energy versus GEV in the near-term, given the  val. gap driven by concerns around SE&#39;s relatively higher Mid. East exposure.

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Siemens Energy AG - ADR - Sponsored

 Morgan Stanley: We like Siemens Energy because  
(1) Gas turbine pricing is still growing and we do not yet see signs of moderating for some of the engine companies this fiscal year. This underpins our confidence on our EBITA forecasts out to 2030, given SE is already largely booked out through 2029. Slot reservations also indicate that pricing on new orders will still be rising on firm orders in the next 6-12mths, and these orders with higher prices will make up 2030 deliveries.  
(2) We think the risk reward is still skewed positively into year end. We think the shares could have a run-up towards our €200 PT into fiscal year end around the new targets issued on 11 November. The new targets are the key catalyst this year, and we think will trigger further consensus upgrades.  
(3) De-escalation in the Middle East should help the relative valuation of Siemens Energy versus GEV in the near-term, given the  val. gap driven by concerns around SE's relatively higher Mid. East exposure.