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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 revenue miss and large non-cash impairment tied to decommissioning bitcoin-mining equipment triggered a sharp selloff, with traders also concerned about heavy future capex, dilution risk, and unclear guidance. Bulls argue the charge reflects IRENs transition to AI cloud infrastructure and point to rising AI revenue, contracted capacity, and the Microsoft ramp, while bears question execution, valuation, and management credibility.

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

Reports that Advent International and Stripe abandoned their potential PayPal takeover have erased the acquisition premium and shifted attention back to the companys standalone fundamentals. Traders are divided between bears citing competitive and growth concerns and bulls arguing the offer undervalued PayPal, with cash generation, buybacks and potential renewed interest supporting the long-term case.

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

A post-earnings selloff is driving attention after Marvell delivered a modest beat and raised its multi-year outlook, but traders focused on lower near-term gross margins and the view that the Google AI-chip deals major revenue contribution arrives later than expected. Bulls see the decline as an overreaction to strong AI infrastructure demand and analyst upgrades, while bears argue the valuation and elevated expectations left little room for disappointment.

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Federal Reserve Chair Kevin Warshs Jackson Hole speech, which emphasized persistent inflation and a less predictable, data-dependent policy approach, has centered debate on the possibility of a September rate hike. Despite the hawkish interpretation, SPY rallied, leading traders to argue that markets are shrugging off rate risks while others view the move as a fragile, positioning-driven rally vulnerable to a pullback.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Post-earnings selling, tied to a slight revenue miss and below-consensus guidance, has kept AppLovin in focus alongside a wave of analyst price-target cuts. Bulls view the decline as an overreaction and point to e-commerce ad expansion, strong fundamentals, buybacks and possible short covering, while bears remain concerned about slowing growth, execution and the stocks persistent downtrend.

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 better-than-expected quarterly report and upbeat forward outlook are driving attention, with traders highlighting strong growth, profitability, and continued merchant adoption. The community is split between bullish views that the results validate Affirms growth story and concerns that a one-time profit boost, elevated valuation, credit risk, and the stocks recurring post-earnings selloff could limit the move.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas planned acquisition of Claros is driving attention, with traders viewing its vertical power-delivery and voltage-regulation technology as a way to expand Navitas AI data-center grid-to-xPU offering. The community is divided between bullish expectations for AI infrastructure growth and concerns about dilution, execution, limited near-term revenue, and ongoing litigation.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

A blowout quarterly report and stronger forward outlook have renewed enthusiasm around NVIDIAs AI-chip demand and the broader AI infrastructure trade. Traders remain divided as the stock pulls back after the earnings surge, with profit-taking, options positioning, valuation and balance-sheet concerns competing with bullish views that demand remains robust; Federal Reserve rate uncertainty is adding volatility.

First Majestic Silver Corp. engages in the production, development, exploration, and acquisition of mineral properties, with a focus on silver and gold production in North America. It owns and operates producing mines in Mexico, including the Santa Elena Silver & Gold Mine, the Los Gatos Silver Mine, the San Dimas Silver & Gold Mine, and the La Encantada Silver Mine. It also owns the Jerritt Canyon Gold Mine in Nevada, USA, which is currently in the process of restarting. The company was founded by Keith Neumeyer on September 26, 1979 and is headquartered in Vancouver, Canada.

First Majestic Silver Corporation

Renewed hawkish Federal Reserve and rate-hike concerns attributed to Kevin Warsh are weighing on silver miners, with traders highlighting First Majestics weakness despite relatively firm silver prices. The community is split between bears expecting further downside as yields rise and bulls viewing the move as temporary selling or consolidation ahead of a potential silver breakout.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrikes strong fiscal Q2 results, record ARR momentum, improved full-year outlook, and AI-driven cybersecurity demand have fueled the rally and analyst target increases. Traders remain divided, with bulls citing durable cybersecurity growth while skeptics point to stretched valuation, insider selling, and profit-taking risk after the sharp advance.

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UBS⬆️ $RVMD&#39;s PT to $265,⬆️peak sales to $14.4B, keeps at Buy and said -- We are increasing our PT to $265 from $220 by adjusting to the announced price of daraxonrasib and increasing our 2026 and 2027 sales estimates for daraxonrasib. 
$IMRX $ERAS TNGX BBOT ANL VSTM 
UBS added —We have also increased the probability of success (PoS) to 100% following the drug&#39;s approval. 
 
Given these changes, we believe a higher multiple is warranted, as they increase our confidence in both the commercial outlook for the product and our overall investment thesis for the company. 
 
We now value RVMD at 3.7x EV/2035 peak sales (vs. 3.5x prior) of $14.4B vs. $12.3B prior. Our 3.7x multiple is supported by our DCF sensitivity analysis and at the higher range of comparable companies.

Oppenheimer y&#39;day⬆️ $RVMD&#39;s PT to $260 and reiterated Outperform. 
$IMRX $ERAS TNGX BBOT ANL VSTM 
Oppenheimer said -- We view today&#39;s FDA approval of RASONQUE (daraxonrasib) as a transformative event for RVMD and a landmark moment for metastatic pancreatic ductal adenocarcinoma (PDAC) based on the approved label, which exceeded investor expectations by including not only previously treated metastatic PDAC patients but also patients who are not candidates for multiagent systemic therapy, thus creating a meaningful opportunity for first-line utilization at physician discretion. 
 
The approval is supported by unprecedented Ph3 survival data, including a 60% reduction in risk of death and nearly double mOS versus chemotherapy. 
 
We increase our sales forecast, driving our new $260 price target versus $230 prior.

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Revolution Medicines Inc

Immuneering Corp

Erasca Inc

Quantumup

's PT to $265,⬆️peak sales to $14.4B, keeps at Buy and said -- We are increasing our PT to $265 from $220 by adjusting to the announced price of daraxonrasib and increasing our 2026 and 2027 sales estimates for daraxonrasib. 


 TNGX BBOT ANL VSTM 
UBS added —We have also increased the probability of success (PoS) to 100% following the drug's approval. 
 
Given these changes, we believe a higher multiple is warranted, as they increase our confidence in both the commercial outlook for the product and our overall investment thesis for the company. 
 
We now value RVMD at 3.7x EV/2035 peak sales (vs. 3.5x prior) of $14.4B vs. $12.3B prior. Our 3.7x multiple is supported by our DCF sensitivity analysis and at the higher range of comparable companies.