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Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is trending after a significant post-earnings sell-off, despite beating Q4 estimates, as conservative Q1 guidance and concerns over AI chip sales to China have sparked community debate over whether the sharp decline is an overreaction or market manipulation impacting the broader semiconductor sector.

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

Alphabet is trending intensely ahead of its pivotal earnings report, as the community eagerly anticipates details on its AI monetization and cloud growth, while debating if strong results will boost the broader market or lead to a re-evaluation of its high valuation.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Holdings Inc

Ondas Holdings is trending due to significant community discussion surrounding a recently contested short-seller report and its potential involvement, through affiliates, in the Department of War's Drone Dominance Program. Despite recent defense contract wins and an acquisition, volatility is widely attributed to broader tech sector weakness and perceived market manipulation, prompting many to view current levels as a long-term buying opportunity.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is experiencing a significant sell-off despite reporting strong earnings, fueling intense community debate over its high valuation amid broader tech sector weakness and aggressive profit-taking.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is a focal point ahead of its upcoming earnings report, with the community highly anticipating how its AI advancements like Gemini, coupled with Waymo's substantial funding and expansion, will impact its performance and potentially influence the broader tech market amidst ongoing volatility.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer Inc. is trending following its robust earnings report and significantly raised full-year guidance, which has ignited community discussion about its perceived undervaluation and potential for a short squeeze. The stock's notable resilience on a challenging day for the broader tech sector has further fueled conversations around its pivotal role in AI infrastructure and anticipated margin improvements.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is trending amid a $2 billion non-dilutive debt offering to finance its Amazon-leased Black Pearl data center, reinforcing its strategic pivot to AI infrastructure. The community is actively discussing this move and a recent analyst upgrade, while debating if the stock is truly decoupling from volatile Bitcoin prices.

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 Energy is experiencing a significant surge after reporting better-than-expected earnings and providing positive guidance, triggering multiple analyst upgrades and sparking widespread community discussion of a potential short squeeze. Traders are actively debating if this strong momentum marks a turning point and broader recovery for the solar sector, as the stock demonstrates resilience.

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

IREN is experiencing significant volatility and trending due to a broad market sell-off impacting AI and crypto-related stocks, fueling accusations of manipulation ahead of its upcoming earnings report. The community is sharply divided between those seizing the deep dip as a buying opportunity based on strong AI infrastructure fundamentals and high expectations for a potential new hyperscaler deal, and others bracing for further declines if anticipated announcements fall short.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is the subject of intense investor conversation, grappling with concerns over its premium valuation and market reactions to guidance, even as its foundational technology is critical for advancing AI, robotics, and data center compute. The community is deeply split, with many highlighting its expanding "Physical AI" division and strategic position, while others remain skeptical about its near-term execution and market performance.

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Adani Ports, Adani Green, Adani Energy Solutions get JCRA landmark ratings

Ahmedabad, Jan 30 : In a significant milestone for the Adani Group’s global credit journey, Japan Credit Rating Agency (JCRA) has initiated ratings of three Portfolio companies — Adani Ports and SEZ (APSEZ), Adani Green Energy Ltd. (AGEL) and Adani Energy Solutions Ltd. (AESL) — assigning long-term foreign currency credit ratings with a ‘Stable’ outlook to all three companies, it was announced on Friday. Japan’s leading rating agency assigned Adani Ports and Special Economic Zone Ltd. (APSEZ) a A- (Stable) rating, representing a rare breach of the sovereign threshold by an Indian corporate by an international rating agency. Moreover, Adani Green Energy Ltd. (AGEL) and Adani Energy Solutions Ltd. (AESL) have each been rated BBB+ (Stable). These ratings are at par with India’s sovereign rating of BBB+. “These landmark ratings reflect the Adani Group’s commitment to disciplined financial management, strengthening balance sheet fundamentals, and world-class execution across our diversified infrastructure platform,” said Jugeshinder Singh, Group CFO, Adani Group. “They reaffirm the depth and resilience of our business model and reflect the confidence global lenders, institutional investors, and capital markets place in our long-term strategy.

Three Adani companies secure landmark ratings from Japanese credit rating agency, JCR

Ahmedabad: Japan Credit Rating Agency (JCR), Japan’s leading rating agency has initiated ratings of three Adani Portfolio companies—Adani Ports & SEZ (APSEZ), Adani Green Energy Ltd. (AGEL) and Adani...

NTPC, NLC India, Adani Green Commission 321.6 MW Solar Projects

NTPC Green Energy, NLC India, and Adani Green Energy have cumulatively commissioned 321.6 MW of solar projects in Gujarat and Rajasthan. NTPC Green Energy has commissioned 130.47 MW out of the 1,255 MW Khavda-I Solar project in Gujarat under the central public sector undertaking (CPSU) program’s Phase-II of Tranche-III. After the latest commissioning, NTPC Green Energy’s commercial capacity stands at 8478.25 W. Last year, NGEL commissioned 243.66 MW of the same project in Gujarat.

Brief India: Buy the Dip Part 2: What Gold, Bitcoin and the SP500 Reveal About Investor Behaviour and more

In this briefing: Buy the Dip Part 2: What Gold, Bitcoin and the SP500 Reveal About Investor Behaviour India: Potential Free Float Changes & Passive Flows in February 2026 India: CA Surplus Likely Despite US Tariffs; Tame Inflation Allows More Rate Cuts Quiddity Leaderboard NIFTY Mar26: Five Changes and US$367mn One-Way Flow NIFTY Next 50 Lucror Analytics - Morning Views Asia 1. Buy the Dip Part 2: What Gold, Bitcoin and the SP500 Reveal About Investor Behaviour This follow-up revisits Buy the Dip by testing calendar effects and ETF fund flows to distinguish price outcomes from actual investor behaviour across different market regimes. ETF flow analysis provides a clearer window into behaviour, revealing how investors allocate capital during rising, falling, and transitional markets. Comparing ETFs highlights that Buy the Dip cannot be universally applied and depends heavily on asset-specific dynamics 2. India: Potential Free Float Changes & Passive Flows in February 2026 Companies in India have disclosed their shareholding pattern as of end-December in January.

Brief India: India: Potential Free Float Changes & Passive Flows in February 2026 and more

In this briefing: India: Potential Free Float Changes & Passive Flows in February 2026 India: CA Surplus Likely Despite US Tariffs; Tame Inflation Allows More Rate Cuts Quiddity Leaderboard NIFTY Mar26: Five Changes and US$367mn One-Way Flow NIFTY Next 50 Lucror Analytics - Morning Views Asia Pick of the Week: DOMS Industries - 24th January, 2026 1. India: Potential Free Float Changes & Passive Flows in February 2026 Companies in India have disclosed their shareholding pattern as of end-December in January. There are companies with significant float changes from end-September and/or end-June. The changes in free float could be reflected in domestic and global indices over the next few weeks and months resulting in flow from passive trackers. Depending on the date that the shareholding was published, there could be 19 stocks with passive inflows from global trackers while 8 could have passive outflows in February. 2. India: CA Surplus Likely Despite US Tariffs; Tame Inflation Allows More Rate Cuts Merchandise exports grew 3.1%YoY in Oct-Dec'25 despite Trump's 50% tariffs, but imports grew 7.8%YoY.

Adani Green Energy Ltd. engages in the business of selling power generated from 12 MW wind power project, purchasing and sale of ancillary goods. The company was founded by Adani Gautambhai Shantilal on January 23, 2015 and is headquartered in Ahmedabad, India.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	7.61	--	--	N/A
Q3 '25	3.12	--	--	N/A
Q2 '25	3.90	3.90	--	EXPECTED
Q1 '25	7.11	--	--	N/A
Q4 '24	3.43	--	--	N/A

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