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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing selling pressure as market participants react to disappointment over the Cybercab launch, with analysts criticizing the event's limited disclosures and lack of a livestream. Additionally, sentiment is being weighed down by an investigation launched by the National Highway Traffic Safety Administration into the vehicle's certification processes.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon shares are trending following a significant sell-off triggered by disappointing second-quarter results and reduced full-year guidance, which has fueled debate over the brand's growth prospects and market positioning. While some investors view the stock's decline toward $100 as a buying opportunity, others express concern over brand fatigue and deteriorating consumer demand, with significant skepticism regarding the upcoming leadership transition.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending as traders speculate on potential product launch announcements and partnership updates expected throughout September, coinciding with upcoming industry conferences like CIOE. While sentiment remains divided between bullish long-term investors tracking manufacturing progress and bearish skeptics questioning the timing of revenue conversion, significant focus is placed on the company's scaling efforts and the impact of broader market macro conditions.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix shares are under pressure following news of subscription price increases in the United Kingdom, sparking a debate among the community over whether the move represents a bullish sign of pricing power or a risk to subscriber retention. Traders are expressing frustration with the stock's recent volatility and are closely monitoring key technical levels while speculating on the long-term impact on earnings.

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 is trending as traders debate the stock's ability to sustain gains above $40 amid intense volatility and heavy intraday selling pressure. While some bulls emphasize the company's valuation discount and AI-related growth catalysts, others argue the price action remains driven by market makers and persistent short-selling.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is trending as investors monitor the probability of the stock's potential inclusion in the S&P 500 index during the upcoming rebalancing. While many market participants maintain a bullish outlook citing the company's role in the AI data center energy infrastructure, others express uncertainty regarding the timing of the announcement and the impact of broader market volatility.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is trending following a significant single-day rally that traders largely attribute to aggressive share buyback activity and heavy options-related gamma positioning. Community sentiment is deeply divided, with bulls pointing to the buybacks and memory demand as reasons to hold, while bears dismiss the price action as a manipulated bubble or "scam" fueled by low volume.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi is seeing volatility as investors weigh its binding lease agreement with TensorWave against concerns over project execution timelines, financing, and a broader industry backlash against data center infrastructure. While some traders are accumulating shares at current levels in anticipation of a Tier 1 guarantor announcement, others express skepticism regarding management's transparency and the long-term outlook for the company's power capacity build-out.

Asana, Inc. engages in the business of developing a work management platform that helps organizations orchestrate work from daily tasks to cross-functional strategic initiatives. The company was founded by Dustin Moskovitz and Justin Michael Rosenstein on December 16, 2008 and is headquartered in San Francisco, CA.

Asana Inc - Ordinary Shares - Class A

Asana Inc

Asana is trending following its latest earnings report, which highlighted a beat on estimates, the launch of new AI-driven product features, and a share repurchase authorization. While many traders are optimistic about these developments and the company's long-term AI strategy, others remain skeptical, citing continued stock volatility and questioning the stock's valuation.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as traders debate the potential impact of reports that initial production of its upcoming foldable iPhone is limited due to strict quality-control requirements. Sentiment is split, with some investors viewing the pullbacks as buying opportunities ahead of the product launch event, while others express skepticism over the foldable model's production viability and the company's recent innovation.

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Mumbai Police files chargesheet against sunshine developers partners; Rs18.22 crore diverted, project stalled

Mumbai EOW filed a chargesheet against three Sunshine Developers partners for allegedly diverting Rs 18.22 crore from a Rs 90 crore LIC Housing Finance loan. The funds were misused, halting construction and leading to bankruptcy, causing losses to the lender and complainant Pratik Vira, who alleged a larger fraud.

Shishu Sarothi Hosts Conclave to Push Disability-Inclusive Hiring in Assam's Hospitality Sector

A first-of-its-kind stakeholders' conclave focused on inclusive employment in the hospitality and tourism sector was held in Guwahati on Tuesday, bringing together industry leaders, academics, and civil society organisations to chart a practical course forward. Titled "Hospitality for All: Pathways to Inclusive Workplaces & Accessibility," the event was organised by Shishu Sarothi under its new skill development initiative, supported by LIC Housing Finance Ltd's Sarthak programme and conducted in collaboration with Assam Skill University. Also Read: Guwahati: Shishu Sarothi Hosts Workshop on Autism Spectrum Disorder The hospitality and tourism industry is one of the world's largest employers — yet it remains a largely underutilised space for persons with disabilities. Global evidence suggests that inclusive workplaces improve not just diversity, but also a business's brand value and customer loyalty. With the right training, accessible infrastructure, and greater industry awareness, hotels, restaurants, travel agencies, and the MICE (Meetings, Incentives, Conferences, and Exhibitions) sector can open up a wide range of jobs for persons with disabilities.

Brief India: LG Electronics India: Demand Recovery Underway. Maintain ADD and more

In this briefing: LG Electronics India: Demand Recovery Underway. Maintain ADD IT Sector: Disruption yields opportunities Nazara's $200M Bet on AI-Native Gaming: Dissecting the Bluetile & BestPlay Acquisition Edelweiss: Q3FY26 Update LICHF: Growth Sluggish, But Valuation Presents Strong Upside As Growth Revives 1. LG Electronics India: Demand Recovery Underway. Maintain ADD We visited the company’s Pune manufacturing facility and interacted with the management The plant operates nine production lines, manufacturing refrigerators, washing machines, air conditioners, and televisions The company expects FY26E revenues to remain largely flat YoY (implying 5% YoY growth in Q4), with EBITDA margin staying in the low double digits 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. IT Sector: Disruption yields opportunities The Indian IT sector has endured a sharp 25% correction over the past three months, fuelled by investor fears that Gen-AI platforms like Claude (by Anthropic) and Palantir could upend traditional SaaS and IT services models Yet the industry demonstrates resilience, contending that deploying these unproven technologies in complex, "brownfield" regulatory landscapes prove far more challenging than the hype implies As noted in our December 2025 sector update, we initially pegged AI's deflationary impact at ~4%, anticipating offsets from fresh deal wins 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: IT Sector: Disruption yields opportunities and more

In this briefing: IT Sector: Disruption yields opportunities Nazara's $200M Bet on AI-Native Gaming: Dissecting the Bluetile & BestPlay Acquisition Edelweiss: Q3FY26 Update LICHF: Growth Sluggish, But Valuation Presents Strong Upside As Growth Revives HDFC Bank: The Reality Behind the Chairman’s Resignation and the Strategic Road Ahead 1. IT Sector: Disruption yields opportunities The Indian IT sector has endured a sharp 25% correction over the past three months, fuelled by investor fears that Gen-AI platforms like Claude (by Anthropic) and Palantir could upend traditional SaaS and IT services models Yet the industry demonstrates resilience, contending that deploying these unproven technologies in complex, "brownfield" regulatory landscapes prove far more challenging than the hype implies As noted in our December 2025 sector update, we initially pegged AI's deflationary impact at ~4%, anticipating offsets from fresh deal wins 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: Nazara's $200M Bet on AI-Native Gaming: Dissecting the Bluetile & BestPlay Acquisition and more

In this briefing: Nazara's $200M Bet on AI-Native Gaming: Dissecting the Bluetile & BestPlay Acquisition Edelweiss: Q3FY26 Update LICHF: Growth Sluggish, But Valuation Presents Strong Upside As Growth Revives HDFC Bank: The Reality Behind the Chairman’s Resignation and the Strategic Road Ahead Primer: Sansera Engineering Ltd (SANSERA IN) - Mar 2026 1. Nazara's $200M Bet on AI-Native Gaming: Dissecting the Bluetile & BestPlay Acquisition Nazara Technologies UK Limited has signed definitive agreements to acquire a 50% controlling stake in Bluetil. and BestPlay for $100.3 Mn with performance-linked up to $98.2 Mn through 2030. The AI-native development stack is the real strategic differentiator, but casual gaming's hit-driven volatility means the structure's downside protection may get tested sooner than management hopes. The deal's earn-out is nearly as large as the upfront payment — the investment thesis rests entirely on CY27-29 execution. Funding the acquisition remains a concern and potential dilution. 2.

Brief India: LICHF: Growth Sluggish, But Valuation Presents Strong Upside As Growth Revives and more

In this briefing: LICHF: Growth Sluggish, But Valuation Presents Strong Upside As Growth Revives HDFC Bank: The Reality Behind the Chairman’s Resignation and the Strategic Road Ahead Primer: Sansera Engineering Ltd (SANSERA IN) - Mar 2026 CMPDIL: Powering Indian Coal Mining by Mapping the Depths - Priced for a Listing Pop Exencial Industry Tidings - 19-03-2026 1. LICHF: Growth Sluggish, But Valuation Presents Strong Upside As Growth Revives While LIC Housing Finance ("LICHF") has significantly improved its asset quality, its growth continues to remain sluggish due to intense competition from banks. LICHF has been diversifying away from lending to salaried prime borrowers into affordable home loans. Its impact on growth would be gradual as the mix improves. However, LICHF is trading at a very cheap valuation of 0.7x P/B, similar to COVID level, thus offering a strong upside potential even if growth takes a while to revive. 2. HDFC Bank: The Reality Behind the Chairman’s Resignation and the Strategic Road Ahead HDFC Bank (HDFCB IN) shares plunged nearly 9% intraday following the sudden resignation of Chairman Atanu Chakraborty over undisclosed personal values and ethical differences Interim Chairman Keki Mistry assured investors that no material matters exist, attributing the sudden departure to a relationship issue with the management Although the core franchise remains robust , the bank continues to face structural headwinds regarding the merger, asset liability mismatches, and persistent deposit challenges 3.

LIC Housing Finance to Auction Properties of Ex- MP Renuka

KURNOOL: LIC Housing Finance has initiated steps to auction … `340 crore from LIC Housing Finance in the past. While repayments … ’s Bengaluru branch, LIC Housing Finance announced the e-auction of …

Big relief for homebuyers! LIC Housing Finance cuts home loan interest rates – check details

India Business News: LIC Housing Finance has announced a reduction in its home loan interest rates, providing fresh relief to homebuyers. The lender has lowered the starti.

Brief India: Kajaria Ceramics: Operational Lapse, Strengthening Processes. Maintain REDUCE and more

In this briefing: Kajaria Ceramics: Operational Lapse, Strengthening Processes. Maintain REDUCE Ambuja Cement: Subsidiary Merger: A Value Accretive Deal. Maintain BUY Event Driven: The Adani Cement Empire’s Merger Analysis Decoding the Cobrapost Allegations on Murugappa Group: Noise Vs. Structural Governance Risk LIC Housing Finance (LICHF): Growth Still Elusive But Asset Quality Has Normalized 1. Kajaria Ceramics: Operational Lapse, Strengthening Processes. Maintain REDUCE We attended Kajaria Ceramics' analyst con call today Management launched "Project Manthan" in Apr–May 2025 to unify sales teams across divisions, streamline processes, and boost cost efficiency via manpower rationalization, optimized raw material use, lower travel expenses, and forgone promoter salaries During the rollout of a new vendor onboarding system under this initiative, the company found that there was an embezzlement amounting to ~INR 200mn as advance payments for a capex for a new plant at Kerovit Global Pvt Ltd— a wholly owned subsidiary of Kajaria Bathware Pvt Ltd—perpetrated by the subsidiary’s CFO in the past two years Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Brief Growth Ideas: Shortlist Of High Conviction Ideas Across China, Japan, India - December 2025 and more

In this briefing: Shortlist Of High Conviction Ideas Across China, Japan, India - December 2025 Biren Technology IPO (6082.HK): Signals Investor Conviction With Higher Valuation Vs. Prior Funding Primer: TIGER Synth Korea-China EV ETF (449680 KS) - Dec 2025 Primer: TIGER Synth Korea-China Semiconductor ETF (449690 KS) - Dec 2025 LIC Housing Finance (LICHF): Growth Still Elusive But Asset Quality Has Normalized 1. Shortlist Of High Conviction Ideas Across China, Japan, India - December 2025 We compile our selection of companies across Japan, China and India based on bottom-up triggers in each company. Top-Picks in China are Haier Smart Home (6690 HK) , Midea Group (300 HK) & Yadea Group Holdings (1585 HK) . In Japan its Suzuki Motor (7269 JP) , ROHM Co Ltd (6963 JP) & Aisin (7259 JP) . In Indian auto it is Mahindra & Mahindra (MM IN) & Ashok Leyland (AL IN) .We also like the recently listed ICICI Prudential AMC (570643Z IN) . 2. Biren Technology IPO (6082.HK): Signals Investor Conviction With Higher Valuation Vs.

LIC Housing Finance Ltd. engages in the provision of loans for purchase, construction, repairs, and renovation of houses to individuals, corporate bodies, builders, and co-operative housing societies. It also offers finance on existing property for business and personal needs and gives loans to professionals for purchase and construction of clinics, nursing homes, diagnostic centers, office space, and purchase of equipment. The company was founded on June 19, 1989 and is headquartered in Mumbai, India.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	23.76	--	--	N/A
Q1 '26	27.51	--	--	N/A
Q4 '25	25.09	--	--	N/A
Q3 '25	25.33	--	--	N/A
Q2 '25	25.59	24.60	-3.86%	MISSED

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