KD Kyndryl Holdings Inc

$KD Broadcom's post-acquisition VMware pricing and licensing overhaul pushed many enterprise customers to reassess their VMware estates. That churn creates consulting demand, customers need help deciding whether to modernize in place, move to public cloud, or rearchitect around VCF. Kyndryl is trying to shift its revenue mix away from lower-margin legacy infrastructure management toward higher-margin advisory/AI/cloud work. Deals like this are part of that "focus accounts" and alliance-led growth strategy. For Broadcom, Kyndryl is a distribution and delivery arm, it helps convert reluctant or stalled VMware customers into paying, modernized VCF customers, which supports Broadcom's software attach and renewal economics.

$KD Krungsri (Bank of Ayudhya PCL): Founded: 1945 (80+ years) Rank: 5th-largest Thai bank by assets/loans/deposits; one of Thailand’s D-SIBs Ownership: MUFG Bank (Japan) 76.88% Total assets (mid-2026): ≈ $78.8 billion Loans: ≈ $58.8 billion Deposits: ≈ $51.2 billion 1H 2026 net profit: ≈ $513 million (+6.8% YoY) 1Q 2026 net profit: ≈ $262 million (+14.4% YoY) Branches: ~542–544 domestic + 1 overseas Market shares (consumer finance): Auto hire-purchase ≈30%; personal loans & credit cards mid-teens % Capital: Strong ratios (CET1 ~16%, total capital ~20% of RWA) Focus is consumer finance strength, ASEAN expansion, and sustainability targets under MUFG ownership.

$KD Nvidia's forecast of 70% (!) revenue growth basically confirms hyperscalers and A.I. companies are going to keep pouring money into GPU clusters, and those clusters need enormous amounts of power, which is exactly the gigawatt capacity Soluna is building out and selling. The strong Nvidia guidance is a decent leading indicator for Soluna's demand environment, more A.I. buildout forecast from Nvidia's customers means more appetite for the power and compute hosting deals Soluna is signing. LFG now.