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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

Alphabets quarterly results and outlook sparked a sharp selloff, with traders focused on missed expectations, slower Search and advertising growth, negative free cash flow, and expectations for substantially higher AI-related capital spending. Some view the spending and cash burn as a risk to returns, while others see the strong Cloud growth and AI adoption as reasons the drop is overdone and are buying the dip.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances announcement of positive Phase 2 lifileucel results in previously treated metastatic lung cancer, alongside a precision-medicine update, is driving attention. Traders are broadly bullish on the potential to expand beyond melanoma, while debating the still-awaited efficacy details and whether the rally could fade on the data; short-squeeze talk remains speculation.

Alphabet Inc - Ordinary Shares - Class C

Alphabets quarterly results missed expectations, with traders pointing to heavy AI infrastructure spending, pressure on cash flow, and slower Search and advertising growth amid questions about AI monetization. The reaction is divided: some see an overdone selloff given strong Cloud and AI demand, while others worry the spending may not deliver sufficient returns and that search faces growing competition.

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

Reports that Marvell is in advanced talks to acquire Lumentum have driven attention, though no deal is final. Traders are divided between the strategic appeal of securing optical components for AI data centers and concerns about financing, dilution, and integration risk.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Reports that Marvell is in advanced talks to acquire Lumentum are driving attention, though no deal is final. Traders see strategic value in Lumentums AI-optics components but debate the potential deals price and financing, with dilution concerns contributing to volatile reactions.

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

ServiceNows sharp selloff follows quarterly results that missed earnings expectations and a softer outlook for near-term contracted revenue growth, reviving concerns about decelerating growth, valuation, and whether AI sales can offset the slowdown. Some traders see the reaction as excessive given continued revenue growth and a raised AI target, while others view the outlook as evidence of mounting pressure on the software business.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS reached the pre-specified 80th event in its Phase 3 REGAL leukemia trial, triggering final analysis ahead of topline results expected this quarter; the update disclosed no survival benefit. The shares fell sharply, prompting bullish traders to call it a sell-the-news reaction and focus on the upcoming readout, while skeptics emphasized that the trials outcome remains uncertain; some also point to a separate SLS009 data readout as another catalyst.

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 Vernovas strong Q3 results and raised 2026 outlook are drawing attention alongside its proposed Trench Group acquisition, as shares have fallen despite the upbeat update. Traders are split between viewing the pullback as an overreaction to the deals cost and questioning its price and financing.

Fortinet, Inc. provides cybersecurity solutions to a variety of businesses, such as enterprises, communication service providers, government organizations, and small to medium-sized businesses. Its product portfolio includes network security, secure access service edge, enterprise networking, security operations, application security, and operational technology. The company was founded by Ken Xie and Michael Xie in November 2000 and is headquartered in Sunnyvale, CA.

Fortinet Inc

Fortinets quarterly results triggered a sharp selloff despite beating headline estimates and raising its overall outlook; traders focused on slowing product growth, weaker service-revenue expectations and margin pressure, amplified by the stocks high valuation. The reaction is debated, with some calling the drop excessive and buying the dip while others see growth deceleration and valuation as reasons for caution.

Intellia Therapeutics, Inc. is a biopharmaceutical company, which engages in the development of curative therapeutics using the CRISPR/Cas9 system. Its CRISPR/Cas9 system transforms medicine by both producing therapeutics that permanently edit and/or correct disease-associated genes in the human body with a single treatment course and creates engineered cells that can treat oncological and immunological diseases. The company was founded by Andrew May, Luciano Marraffini, Rodolphe Barrangou, Nessan Bermingham, Rachel Haurwitz, Erik Sontheimer, Jennifer Doudna and Derrick Rossi in May 2014 and is headquartered in Cambridge, MA.

Intellia Therapeutics Inc

NTLA is gaining alongside other gene-editing stocks after the FDA proposed a faster regulatory pathway for personalized rare-disease gene edits. Traders also point to Intellias Lonvo-z HAE program and its pending FDA review, while debate continues over short-covering potential, commercial prospects, and the stocks volatility.

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$AMTM call: Neutral. 
Cheap: ~8.7x fwd P/E, record 8.3% EBITDA margin, $48.2B backlog, ~10% FCF yield. 5 straight up days off the $19.27 low, closed $22.07 Oct 26. 
Catch: revenue down 2% last qtr, FY26 rev guide cut, FY27 starts with ~3% NASA in-sourcing hit + ~1% program exits. First FY27 outlook at next report (date not confirmed). 
Levels: $21.79-22.00 ceiling (needs to hold), $20.00-20.65 support, $19.27 line in the sand. 
Favorable if FY27 EBITDA guide ≥$1.13B, FCF ≥$600M, buyback. Unfavorable if close &lt;$19.27. 
Disclosure: I own $AMTM shares. Educational only, not financial advice.

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Amentum Holdings Inc.

 call: Neutral. 
Cheap: ~8.7x fwd P/E, record 8.3% EBITDA margin, $48.2B backlog, ~10% FCF yield. 5 straight up days off the $19.27 low, closed $22.07 Oct 26. 
Catch: revenue down 2% last qtr, FY26 rev guide cut, FY27 starts with ~3% NASA in-sourcing hit + ~1% program exits. First FY27 outlook at next report (date not confirmed). 
Levels: $21.79-22.00 ceiling (needs to hold), $20.00-20.65 support, $19.27 line in the sand. 
Favorable if FY27 EBITDA guide ≥$1.13B, FCF ≥$600M, buyback. Unfavorable if close <$19.27. 
Disclosure: I own 

 shares. Educational only, not financial advice.