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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 for a slower 737 production ramp, with stabilization pushed into 2027, triggered a sharp selloff and renewed doubts about its recovery and managements execution. Traders are split between calling the decline an overreaction and buying the dip, and expecting further weakness as cash-flow progress is pushed further out.

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, driven by AI-related memory demand, and its large dividend and buyback plans are driving attention; management also expects DRAM and HBM supply to remain tight for years. Many traders are bullish on the outlook, while others question the muted share-price reaction and warn that memory remains cyclical, with some pointing to a net-profit shortfall.

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 mixed quarterly resultswith earnings and revenue missing expectations and crypto revenue falling sharply despite record revenuesparked a selloff. Traders are divided between calling the reaction an overreaction and buying the dip, and warning that weaker crypto activity and profit pressure point to further risk.

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 Q3 results topped expectations and the company raised its full-year outlook, with strong orders reinforcing demand for power and cooling equipment used in AI data centers. Many traders welcomed the report as evidence the buildout remains robust, while others cautioned that high valuations and the sectors volatility could limit the stocks gains.

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

Enphase is drawing attention after quarterly results missed expectations and management issued a weaker outlook, with traders citing soft residential solar demand amid elevated interest rates and the tax-credit expiration. The reaction is largely bearish, though some investors see a buying opportunity and point to the AI data-center transformer as a longer-term possibility, while others argue that opportunity is still years away.

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 stronger-than-expected third-quarter results and raised outlook are driving attention, with traders pointing to surging orders and sustained demand for turbines and grid equipment amid data-center power needs. The reaction is broadly bullish, though some question the cost of its Trench Group acquisition and whether the stocks move fully reflects the results.

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.

Bullish analyst coverage and demand for electrical equipment serving AI data centers and the power grid are driving interest in Forgent. Traders are watching for a breakout above a stubborn resistance level, while repeated pullbacks have left some cautious about the stocks volatile price action.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs post-earnings selloff and repeated 52-week lows are being linked to weaker forward guidance, a reduced advertising outlook, and concerns about slowing engagement and competition from YouTube. Traders are divided between expecting further declines and viewing the selloff, valuation, and buybacks as a buying opportunity.

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 quarterly results were roughly in line, but its outlook for a sales decline next quarter and softer full-year growth is drawing attention. Traders are split between calling the results solid and viewing the guidance as evidence of a deeper slowdown, with debate over how much lingering disruption from the cyberattack is responsible.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

A sharp share-price pullback ahead of quarterly results has focused discussion on Reddits U.S. user growth and whether AI search could divert traffic or weaken the value of its data-licensing deals. Bears worry about slowing users, insider selling and valuation, while bulls are buying the dip and argue that ad growth and a possible earnings beat support the business.

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$NVDA $AMZN Q2 2026 13Fs (311 investors, vs Q1): NVDA had the most full exits - 12 sold out (48 sellers, est. -$7.8B) vs 33 buyers (est. +$1.7B). AMZN was heavy both ways: 53 buyers (12 new) vs 54 sellers; est. +$7.0B bought, -$7.5B sold. Estimates = share change x quarter-end price; 13Fs are US long equities only, filed up to 45 days late. Source: SEC EDGAR 13F-HR; table: GoodStock123. Not advice.

Tom H.

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Amazon.com Inc

 Q2 2026 13Fs (311 investors, vs Q1): NVDA had the most full exits - 12 sold out (48 sellers, est. -$7.8B) vs 33 buyers (est. +$1.7B). AMZN was heavy both ways: 53 buyers (12 new) vs 54 sellers; est. +$7.0B bought, -$7.5B sold. Estimates = share change x quarter-end price; 13Fs are US long equities only, filed up to 45 days late. Source: SEC EDGAR 13F-HR; table: GoodStock123. Not advice.

Byungduk Yu

@copangman  Net math tells it pretty clean. $NVDA had -$7.8B of selling against +$1.7B of buying, call it -$6.1B net, while $AMZN was basically a wash at +$7.0B in vs -$7.5B out. One was an exit, the other was just churn.

 had -$7.8B of selling against +$1.7B of buying, call it -$6.1B net, while 

 was basically a wash at +$7.0B in vs -$7.5B out. One was an exit, the other was just churn.