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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending due to its highly anticipated earnings report, with community discussion polarized between expectations of surging AI revenue and concerns over high valuation and potential post-earnings sell-offs mirroring other recent tech reports.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is surging as a substantial patent settlement removes a major legal overhang, while the FDA's reversal to review its flu vaccine application is driving bullish sentiment and sparking community talk of a massive short squeeze, with attention now turning to its promising oncology pipeline.

Okta, Inc. engages in the provision of an identity management platform for enterprises. It operates through the United States and International geographical segments. The firm's products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Okta is navigating market volatility following its recent earnings beat and raised guidance, which was initially met with skepticism over AI disruption fears but was bolstered by a newly authorized share buyback program. The community is sharply divided between frustration over perceived price manipulation and strong conviction in the company's long-term opportunity in securing AI agents, despite broader sector concerns about new AI tools.

Day One Biopharmaceuticals, Inc. operates as a holding company. The firm, through its subsidiary, develops and commercializes targeted therapies for patients of all ages with genetically defined cancers. Its products include DAY101 and pimsertib. The company was founded by Julie Grant and Samuel C. Blackman in November 2018 and is headquartered in Brisbane, CA.

Day One Biopharmaceuticals Inc

Day One Biopharmaceuticals is trending amidst fervent buyout speculation, fueled by recent volume spikes and rumors of potential acquisition by suitors such as Jazz Pharmaceuticals or Ipsen. The community is actively debating a potential takeover, with many believing the company's strong oncology pipeline, including OJEMDA and the Mersana acquisition, and current valuation make it an attractive target in an active M&A market.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is trending ahead of its Q4 earnings report, with community sentiment largely negative due to sustained underperformance and price declines, even as some investors highlight its low valuation, substantial cash reserves, and strategic competitive advantages within the Chinese e-commerce sector.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the following segments: B&W Renewable, B&W Environmental, and B&W Thermal. The B&W Renewable segment supports a circular economy, diverting waste from landfills to use for power generation and replacing fossil fuels, while recovering metals and reducing emissions. The B&W Environmental segment focuses on systems for cooling, ash handling, particulate control, nitrogen oxides and sulfur dioxides removal, chemical looping for carbon control, and mercury control. The B&W Thermal segment offers steam generation equipment, aftermarket parts, construction, maintenance, and field services for plants in the power generation, oil and gas, and industrial sectors. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox is trending after securing a $2.4 billion contract to build a 1.2-gigawatt natural gas plant for Applied Digital's AI data centers, a deal widely regarded as transformational given its magnitude relative to the company's market capitalization. The community is actively discussing BW's strong position to rapidly deliver critical power solutions for the booming AI infrastructure, with potential for further substantial projects.

BlackRock Institutional Trust Company N.A. - iShares MSCI South Korea ETF

iShares MSCI South Korea ETF

The iShares MSCI South Korea ETF is highly volatile amid geopolitical concerns that triggered market circuit breakers; however, robust underlying demand for AI-driven memory chips from major holdings like Samsung and SK Hynix is fueling a strong rebound, leading community discussion on whether initial market fear was overblown.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending following multiple new partnerships with major global telecom operators like TELUS and AXIAN Telecom, alongside favorable analyst upgrades and anticipated satellite launch news, which underscore the increasing commercial validation of its direct-to-device network. The community is buzzing about the potential for a short squeeze and ASTS's perceived competitive edge in the burgeoning space-based cellular market.

Gemini Space Station, Inc. is a holding company, which offers a mobile and web based crypto asset exchange platform, proprietary wallet infrastructure and custody solutions, over-the-counter trading solutions tailored to institutions and professionals, a digital art auction platform, a proprietary United States dollar backed stablecoin, and a credit card product that offers crypto asset rewards on customer purchases. The company was founded by Tyler Winklevoss and Cameron Winklevoss in 2014 and is headquartered in New York, NY.

Gemini Space Station Inc. - Ordinary Shares- Class A

Gemini Space Station

Gemini (GEMI) is sparking significant community discussion after securing a CFTC Designated Contract Market license and launching its prediction market, leading to speculation about a short squeeze and its potential to ride a Bitcoin rally, even as past underperformance raises investor skepticism.

Terra is a decentralized financial payment network that rebuilds the traditional payment stack on the blockchain. Luna is the reserve currency of the Terra platform. It has three core functions: i) mine Terra transactions through staking, ii) ensure the price stability of Terra stablecoins and iii) provide incentives for the platform’s blockchain validators.

Terra Luna Classic

Terra Luna Classic (LUNC) is trending due to Binance's recent token burn, which is fueling community optimism about supply reduction and a potential price surge. This comes as the market also processes Do Kwon's sentencing, sparking debate among investors regarding its varied long-term implications for LUNC's recovery and ongoing ecosystem developments.

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Reliance Industries Ltd.

Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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$SPKKY initiated small position here.  Great dividend &amp; low payout ratio.  Seems pretty safe

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Spark New Zealand Ltd (ADR)

 initiated small position here.  Great dividend & low payout ratio.  Seems pretty safe