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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 is trending as investors digest recent financial results, with community chatter focused on valuation concerns after a significant run-up. While some bulls remain optimistic about the company's AI prospects and long-term growth, bears point to a high P/E ratio and potential market correction. News of a major investor taking a short position is also contributing to the conversation.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer ($PFE) is trending due to significant trading volume and speculation around potential acquisitions and earnings. Community discussions revolve around Michael Burry's call option positions and Pfizer's ongoing legal battles with Novo Nordisk over Metsera. Some traders anticipate a breakout post-earnings, while others remain skeptical, citing past performance and heavy debt.

$WAGMI is a community-driven meme token built on the Solana blockchain, designed to bring positivity, unity, and humor into the crypto space. The project encourages community engagement through memes, social interaction, and token-based activities. It leverages Solana’s fast and low-cost infrastructure to allow for smooth on-chain interactions, such as token transfers, community games, and NFT integration. The goal is to foster a fun, inclusive ecosystem where holders feel they are part of a larger movement – "We Are Gonna Make It."

WAGMI

WAGMI CRYPTO is gaining attention, particularly within communities focused on the Solana ecosystem, with some users expressing bullish sentiment while others discuss challenges. The community emphasizes a shared vision and encourages building together, fostering a sense of unity despite market conditions.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending amid discussions about a confirmatory trial and its potential impact on existing PMO therapies, which are facing scrutiny, while Elevidys sales remain a key focus. The community is weighing the implications for future revenue and potential FDA actions, with some speculating about a possible Roche buyout amid the uncertainty. Discussions also involve management's handling of recent data releases and their overall strategy.

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, or 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

Uber is trending due to positive earnings reports and increasing discussion around its partnerships, especially regarding autonomous vehicle technology with companies like NVIDIA and Lucid. The community is actively discussing the potential for robotaxis and the impact on Uber's future profitability, though some express frustration with the stock's price action despite positive news. Some traders are wary of a potential downside setup, while others are aggressively buying calls in anticipation of a significant move upwards leading up to earnings.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

JASMY is trending amidst community debates about its long-term potential and current market performance, with some expressing concerns about its ranking and past hype, while others remain hopeful for future gains related to data management and AI. Discussions include technical analysis with an emphasis on key resistance levels, while some traders discuss longing or shorting the token. The community speculates on potential market catalysts, including developments with Janction and the J-Credit system.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending after OpenAI announced a partnership to enable in-app purchases within ChatGPT, potentially driving more traffic to SHOP merchants. Community members are discussing the implications for e-commerce and SHOP's competitive positioning, with some highlighting the company's growth prospects and others questioning its valuation. The stock is testing new 52-week highs as investors assess the impact of this development on Shopify's long-term growth and AI strategy.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines ($LUNR) is trending due to its acquisition of Lanteris Space Systems, a move seen as transforming the company into a major competitor in the aerospace and defense sector. The community is discussing the combined revenue, backlog, and expanded capabilities into new mission types and government programs. This acquisition is viewed as a shift in the valuation story, with some anticipating a rotation into smaller, innovative players in the space industry.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health is trending amid discussions about its upcoming earnings report and potential partnerships, particularly with Novo Nordisk ($NVO). Community members are debating the company's growth prospects, with some highlighting its expansion into new markets and others expressing concern over profitability and insider selling. Analyst ratings are mixed, with some firms setting high price targets while others have a more cautious outlook.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It also operates the Nichols Ranch, Alta Mesa, and White Mesa Mill projects. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels ($UUUU) is trending as investors assess the impact of potential shifts in rare earth trade dynamics with China. Community members are weighing the implications of a possible easing of export restrictions, while also considering the company's strategic position in domestic uranium and rare earth production amid growing interest in nuclear energy and AI infrastructure. Discussions also focus on upcoming earnings and technical analysis, with some traders anticipating a volatile week.

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Ashok Leyland wins TNSTU order for 1,937 buses

Chennai: Ashok Leyland, a leading truck and bus manufacturer, has secured an order from the Tamil Nadu State Transport Undertakings (TNSTU) for 1,937 .

Brief Industrials: Primer: Chongqing Machinery & Electric (2722 HK) - Oct 2025 and more

In this briefing: Primer: Chongqing Machinery & Electric (2722 HK) - Oct 2025 The Beat Ideas: Elecon Engineering - Defence-Grade Precision, Global-Scale Ambition Primer: Singamas Container Holdings (716 HK) - Oct 2025 Regal Rexnord Corp (RRX) - Monday, Jul 14, 2025 Pick of the Week: Ashok Leyland - 11th October, 2025 1. Primer: Chongqing Machinery & Electric (2722 HK) - Oct 2025 CQME is a diversified industrial conglomerate with a broad product portfolio, including power equipment, automotive parts, and general machinery, positioning it to benefit from China's industrial upgrading. The company exhibits strong value and dividend characteristics, with a low price-to-book ratio and a history of attractive shareholder payouts, supported by robust recent growth in net income and free cash flow. Despite recent positive performance, the company faces headwinds from declining gross and EBITDA margins, historical earnings volatility, and high competitive intensity within China's machinery sector.

Brief Industrials: Primer: Singamas Container Holdings (716 HK) - Oct 2025 and more

In this briefing: Primer: Singamas Container Holdings (716 HK) - Oct 2025 Regal Rexnord Corp (RRX) - Monday, Jul 14, 2025 Pick of the Week: Ashok Leyland - 11th October, 2025 RPMGlobal (RUL AU): Caterpillars Binding Proposal at A$5.00 Fevara Targeting profitable growth 1. Primer: Singamas Container Holdings (716 HK) - Oct 2025 Singamas is a major global container manufacturer facing a cyclical industry downturn, characterized by overcapacity and pressure on container prices. Despite challenging market conditions, the company maintains a strong balance sheet, an asset-light model, and is diversifying into higher-margin specialized containers, such as Energy Storage Systems (ESS), and growing its leasing business to provide more stable revenue streams. The company offers a compelling dividend yield, supported by a stated policy of returning value to shareholders, but faces significant risks from global trade tensions, economic slowdowns, and intense competition. This content is AI-generated and displayed for general informational purposes only.

Brief India: Mahindra Lifespaces: Record BD to Help Achieve 5x Presales Target. Maintain BUY and more

In this briefing: Mahindra Lifespaces: Record BD to Help Achieve 5x Presales Target. Maintain BUY Pharmaceuticals: IPM: grows 6.1% in Sep25 and 7.2% in Q2FY26 MCX: Riding the Bullion Wave. Maintain BUY Result Update: Avenue Supermarts Ltd. - 13 Th October, 2025 Pick of the Week: Ashok Leyland - 11th October, 2025 1. Mahindra Lifespaces: Record BD to Help Achieve 5x Presales Target. Maintain BUY Mahindra Lifespaces (MLDL) has demonstrated exceptional execution in its land acquisition/redevelopment strategy during H1FY26, securing new projects with a combined GDV of ~INR 95bn This significantly surpasses our initial FY26 BD expectation of INR 80-100bn and represents a remarkable ~2-2.5x multiple of its recent annual averages This performance is a clear testament to the company's accelerated growth trajectory and its focused strategy in core markets Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Brief India: Pharmaceuticals: IPM: grows 6.1% in Sep25 and 7.2% in Q2FY26 and more

In this briefing: Pharmaceuticals: IPM: grows 6.1% in Sep25 and 7.2% in Q2FY26 MCX: Riding the Bullion Wave. Maintain BUY Result Update: Avenue Supermarts Ltd. - 13 Th October, 2025 Pick of the Week: Ashok Leyland - 11th October, 2025 Rays Power Infra Pre-IPO Tearsheet 1. Pharmaceuticals: IPM: grows 6.1% in Sep25 and 7.2% in Q2FY26 As per IQVIA, IPM saw moderate growth for Sep25 at 6.1% YoY (vs 8.1% in Aug25), with 2.4% YoY decline in units The strong growth in cardiac, respiratory, and oncology was offset by muted growth in anti-infective, gastro, VMN, and pain For Q2FY26, IPM grew 7.2% YoY, with 1.7% decline in units. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2. MCX: Riding the Bullion Wave. Maintain BUY MCX continues to present a compelling growth story built on its earlier driversnew product launches, a robust product pipeline, tech upgrades, and rising participation As we had highlighted in our earlier report The new gold standard, gold and silver were expected to emerge as major contributors to options premium, and this trend is firmly on track and gaining strength Options premium ADTV has witnessed strong growth, jumping to ~INR 67bn in October 2025 vs INR 41bn in Q2FY25, led by surging gold and silver volumes, which now account for ~60% of total notional volume and ~30% of premium ADTV.

Ashok Leyland Ltd. engages in the manufacture and sale of commercial, defense vehicles, and power solutions. The company was founded by Raghunandan Saran on September 7, 1948 and is headquartered in Chennai, India.

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