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Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is trending following its earnings report, which saw a beat on Q4 results but softer-than-expected Q1 revenue guidance, leading to a sharp sell-off. The community is actively debating whether this decline is an overreaction to conservative projections and a perceived AI threat, or a valid response to concerns about sustained profitability and competitive pressures in the software development and advertising sectors.

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

Robinhood is trending following its Q4 earnings report, where an EPS beat was overshadowed by a revenue miss primarily driven by a significant decline in crypto trading activity. The community is sharply divided between those who see the dip as a buying opportunity, citing strong growth in other segments and new product launches like prediction markets, and those who believe the stock remains overvalued and too dependent on volatile crypto markets.

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SPY is actively discussed following stronger-than-anticipated jobs data, which has divided the community between those questioning the veracity of the numbers and others expecting continued market upside, despite the potential implications for future interest rate adjustments.

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 upward following a strong Q4 earnings beat, optimistic Q1 guidance, and the announcement of a $2 billion share repurchase program. The community is buzzing about the company's consistent growth, impressive free cash flow, and successful AI integration, driving a distinctly bullish outlook.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is actively discussed as market participants keenly await the January jobs report, with community sentiment sharply divided on its accuracy and implications for future interest rate cuts, amidst broader concerns about market manipulation.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is trending after its Q4 earnings report, which showed revenue growth and optimistic long-term guidance, yet a muted market reaction has ignited debate among investors about potential market manipulation and the company's resilience against broader credit cycle risks.

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. It 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 offers 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 includes products and services sold for applications within the data center, communication networks, and commercial or industrial markets throughout Greater China, Australia and New Zealand, Southeast 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 Columbus, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv Holdings (VRT) is surging following strong earnings and optimistic 2026 guidance, fueled by record backlogged orders and robust demand for its AI data center infrastructure solutions, while the community actively debates its premium valuation amidst this significant growth.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is experiencing a sharp sell-off, with T-Mobile's new AI translation service fueling broader concerns about AI's impact on language learning platforms. While many in the community debate if the stock is now deeply oversold given its strong fundamentals, others fear its business model faces increasing obsolescence.

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan Green in 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

Lyft Inc

Lyft is trending following a significant stock drop driven by its Q4 earnings and Q1 guidance, where the community is sharply divided between those pointing to disappointing forecasts and intense competition from Uber, and others who believe the sell-off is an overreaction considering some reported beats and a new share buyback program.

BlackRock Institutional Trust Company N.A. - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is trending amidst intense debate following soft retail sales data and contentious job reports, with bulls anticipating imminent rate cuts and a bond rally while bears fear rising yields due to the Fed's hawkish stance and perceived fiscal irresponsibility.

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Brief India: DOMS Industries Ltd - DOMS Scaling with Discipline; Maintain BUY and more

In this briefing: DOMS Industries Ltd - DOMS Scaling with Discipline; Maintain BUY Axis Intellect - Aggressive Axis Intellect - Balanced Impact of India-US Trade Deal Yes Bank (YES IN) Vs IDFC First Bank (IDFCFB IN): Fresh Stat Arb Signal Backed by Historical Success 1. DOMS Industries Ltd - DOMS Scaling with Discipline; Maintain BUY Robust Performance: DOMS reported 18.2% YoY revenue growth, driven by strong volume-led demand across key categories, including Scholastic Art Materials, Office Supplies, Kits & Combos, and Hobby & Craft. Office supplies benefited from capacity enhancements and favourable product reception, while Kits & Combos and Hobby & Craft saw robust traction supported by new, utility-led launches. Scholastic Art Materials gained from infrastructure additions and process modernisation, improving operational efficiency. 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: Impact of India-US Trade Deal and more

In this briefing: Impact of India-US Trade Deal Yes Bank (YES IN) Vs IDFC First Bank (IDFCFB IN): Fresh Stat Arb Signal Backed by Historical Success Primer: Vardhman Textiles (VTEX IN) - Feb 2026 MS-India Index Earning Revision (Jan): HDFC Bank, IndusInd Bank, InterGlobe Aviation, Eternal HDFC Bank (HDFCB IN): Underperformance Turns into an Overweight Signal 1. Impact of India-US Trade Deal The US has decided to reduce the reciprocal tariff on Indian goods to 18% from the earlier 50%. The trade deal is structurally positive for India’s medium-term growth and external stability. Improved market access and tariff certainty are likely to boost exports, support manufacturing investment, and strengthen inflows of foreign direct investment (FDI). 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. Yes Bank (YES IN) Vs IDFC First Bank (IDFCFB IN): Fresh Stat Arb Signal Backed by Historical Success Context: The IDFC First Bank (IDFCFB IN) vs.

Brief India: Primer: Vardhman Textiles (VTEX IN) - Feb 2026 and more

In this briefing: Primer: Vardhman Textiles (VTEX IN) - Feb 2026 MS-India Index Earning Revision (Jan): HDFC Bank, IndusInd Bank, InterGlobe Aviation, Eternal HDFC Bank (HDFCB IN): Underperformance Turns into an Overweight Signal IDFC First Bank Ltd. - Lower Credit Costs + Improving Opex Ratios = 1.2% RoA by FY28E Prestige Estates Projects Ltd - Q3FY26: Record Sales, Expanding Pipeline & Annuity Ramp Up 1. Primer: Vardhman Textiles (VTEX IN) - Feb 2026 Vardhman Textiles (VTL) is India's largest vertically integrated textile manufacturer, providing a significant competitive advantage through control over the entire production chain, from fiber to garments, ensuring quality, reliability, and flexibility. The company is well-positioned to benefit from structural tailwinds in the Indian textile industry, including government support through initiatives like the National Fibre Scheme and the 'China Plus One' global supply chain diversification strategy. While facing near-term headwinds from raw material price volatility and potential demand slowdown in key export markets, VTL's strategic focus on capacity expansion, product diversification into value-added segments, and sustainability initiatives supports a positive long-term outlook.

Brief India: MS-India Index Earning Revision (Jan): HDFC Bank, IndusInd Bank, InterGlobe Aviation, Eternal and more

In this briefing: MS-India Index Earning Revision (Jan): HDFC Bank, IndusInd Bank, InterGlobe Aviation, Eternal HDFC Bank (HDFCB IN): Underperformance Turns into an Overweight Signal IDFC First Bank Ltd. - Lower Credit Costs + Improving Opex Ratios = 1.2% RoA by FY28E Prestige Estates Projects Ltd - Q3FY26: Record Sales, Expanding Pipeline & Annuity Ramp Up Ambuja Cements Ltd - Performance Below Estimates On Higher Cost; Retain BUY 1. MS-India Index Earning Revision (Jan): HDFC Bank, IndusInd Bank, InterGlobe Aviation, Eternal We analysed the earning revision of component stocks of MS-India in the past month. We tabulated stocks with the top impact on index's EPS, stocks' EPS revision, and revenue revision. We highlighted EPS revision on HDFC Bank, IndusInd Bank, InterGlobe Aviation, Eternal, Bharat Petroleum, Infosys, Vedanta, Hindalco Industries. 2. HDFC Bank (HDFCB IN): Underperformance Turns into an Overweight Signal Context: The HDFC Bank (HDFCB IN) vs. the NSE Nifty Bank Index (NSEBANK INDEX) price ratio has deviated significantly from its one-year average, presenting a potential relative value opportunity.

Brief India: HDFC Bank (HDFCB IN): Underperformance Turns into an Overweight Signal and more

In this briefing: HDFC Bank (HDFCB IN): Underperformance Turns into an Overweight Signal IDFC First Bank Ltd. - Lower Credit Costs + Improving Opex Ratios = 1.2% RoA by FY28E Prestige Estates Projects Ltd - Q3FY26: Record Sales, Expanding Pipeline & Annuity Ramp Up Ambuja Cements Ltd - Performance Below Estimates On Higher Cost; Retain BUY Nestle India Ltd - Steller Topline Growth; Margins Under Pressure 1. HDFC Bank (HDFCB IN): Underperformance Turns into an Overweight Signal Context: The HDFC Bank (HDFCB IN) vs. the NSE Nifty Bank Index (NSEBANK INDEX) price ratio has deviated significantly from its one-year average, presenting a potential relative value opportunity. Highlights: The dislocation highlights the recent underperformance of HDFC Bank (HDFCB IN) versus the sector, pointing to a potential overweight in a portfolio context. Why Read: Essential for portfolio managers seeking tactical alpha-generation and quantitative traders seeking mean-reversion opportunities. 2. IDFC First Bank Ltd. - Lower Credit Costs + Improving Opex Ratios = 1.2% RoA by FY28E Credit Costs to Decline Led by MFI Recovery: IDFCFB’s credit costs tapered QoQ, led by improvement in MFI slippages from Rs 249 Cr in Q2 to Rs 153 Cr in Q3.

IDFC First Bank Ltd. engages in the provision of financial and banking solutions. It operates through the following segments: Treasury, Corporate and Wholesale Banking, Retail Banking, Other Banking Business, and Unallocated. The Treasury segment consists of the Bank's investment portfolio; money market borrowing and lending; investment operations; and entire foreign exchange and derivative portfolio of the Bank. The Corporate and Wholesale Banking segment is involved in loans, non-fund facilities and transaction services to corporate relationship not included under Retail Banking, corporate advisory, project appraisal placement, and syndication. The Retail Banking segment constitutes lending to individuals and business banking customers through the branch network and other delivery channels. The Other Banking Business segment refers to revenue from distribution of third-party products. The Unallocated segment consists of items which are considered at an enterprise level. The company was founded by Rajiv Behari Lall on October 21, 2014, and is headquartered in Mumbai, India.

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