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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFis quarterly earnings and forward guidance are the dominant focus, with traders watching whether growth can translate into stronger expectations. The community is split between hopes for a beat and renewed momentum and concerns that conservative guidance or the stocks pattern of selling off after results could keep pressure on shares.

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

PayPals quarterly earnings report is the main focus, with traders weighing whether a potential beat and strong cash flow can offset concerns about branded-checkout growth, margins and the companys history of post-earnings weakness. Views are split between hopes for a relief rally and expectations of another selloff if results or guidance disappoint.

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

A major financing arrangement to fund Broadcom AI chips and networking equipment for Anthropic has put the companys AI demand prospects in focus. Bulls see the deal as a source of long-term demand visibility, while others question Broadcoms financing and credit exposure and complain that the shares have lagged despite the positive news.

XP, Inc. engages in the operation of technology-driven financial services platform. The firm provides customers with two principal types of offerings, financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients, and an open financial product platform providing access to over 800 investment products including equity and fixed income securities, mutual and hedge funds, structured products, life insurance, pension plans, real-estate investment funds (REITs) and others from XP, its partners and competitors. he company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

XP Inc - Ordinary Shares - Class A

Lulas re-election triggered a sharp selloff across Brazilian assets, with traders attributing XPs plunge to fears about government spending, fiscal discipline and the weaker real rather than a company-specific development. The community is split between calling the move an overreaction and buying the dip, and warning that political and currency risks could leave room for further losses.

Papa John's International, Inc. engages in the operation and franchise of pizza delivery and carryout restaurants. It operates through the following segments: Domestic Company-owned Restaurants, North America Franchising, North America Commissaries, International Operations, and All Others. The Domestic Company-Owned Restaurants segment consists of retail sales of pizza and side items, breadsticks, cheese sticks, chicken poppers and wings, dessert items, and canned and bottled beverages. The North America Franchising segment involves the offering of sales and support activities, development rights, and collection of royalties from franchisees located in the United States and Canada. The North America Commissaries segment includes the eleven full-service regional dough production and distribution and quality control centers. The International Operations segment represents all restaurant operations outside of the United States and Canada. The All Others segment focuses on franchise contributions to marketing funds and sale, company-owned and franchised restaurants, information systems and related services used in restaurant operations, point-of-sale system, online and other technology-based ordering platforms, printing, and promotional items. The company was founded by John H. Schnatter in 1984 and is headquartered in Louisville, KY.

Papa John`s International, Inc.

Papa Johns is drawing attention amid a steep decline tied to weak sales and confidence in its turnaround, with traders criticizing management for rejecting reported buyout offers and suspending the dividend. Discussion centers on speculation about a renewed take-private bid or activist pressure, but no completed deal is established.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Reports that DoorDash is pursuing Instacart after Uber exited preliminary takeover talks have fueled debate over whether Uber avoided an expensive acquisition or gave up a grocery-delivery growth opportunity. The discussion also reflects frustration with Ubers weak share performance and concern that robotaxis could pressure its core business.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is drawing attention amid a prolonged slide alongside Chinese tech stocks, with traders pointing to weak investor flows, limited stimulus and persistent selling; many call it a value trap, while others see an oversold opportunity. Bulls cite the companys buybacks and AI and chip businesses, but hopes for a Kunlunxin IPO remain speculative.

ExxonMobil Holdings Corp. is an international energy and petrochemical company, which creates solutions that improve quality of life and meets society’s evolving needs. The company is headquartered in Spring, TX.

ExxonMobil Holdings Corp.

Exxon Mobil Corp

Exxons breakout to record highs is drawing attention as elevated crude prices and strong refining margins shape expectations ahead of its Q3 report. Bullish traders see those conditions supporting results, while others warn that oil-price swings, a higher earnings bar, and valuation could leave the stock vulnerable to a pullback.

Schwab Strategic Trust - Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

SCHDs strong performance and repeated reports of new highs have drawn attention, with traders attributing its relative strength to a rotation from growth and tech into dividend-paying value and defensive holdings. Many see it as a portfolio stabilizer and continue accumulating, while others point to rising Treasury yields, profit-taking, and renewed tech interest as risks to the rally.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celesticas stronger-than-expected quarterly results and raised outlook, including an ambitious 2027 forecast, have renewed attention on its role supplying AI data-center infrastructure. Traders are largely bullish on demand growth and the post-earnings rebound, while some question whether margins, cash generation and the pace of AI spending can sustain expectations amid volatile trading.

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$CLS a 20 forward PE places us over $400 per share. would be priced for perfection but these guys deserve it. it’s not some small speculative name, it’s a canadian juggernaut that’s been around for decades. 

some could argue customer concentration but big tech doesn’t seem to be slowing down any time soon and it protects from the debt worries.

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 a 20 forward PE places us over $400 per share. would be priced for perfection but these guys deserve it. it’s not some small speculative name, it’s a canadian juggernaut that’s been around for decades. 

some could argue customer concentration but big tech doesn’t seem to be slowing down any time soon and it protects from the debt worries.