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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom shares faced volatility after the company reported strong quarterly results and tripled its AI semiconductor revenue, though its fourth-quarter revenue guidance slightly missed analyst expectations. Traders are debating whether the stock's significant long-term AI growth projections for fiscal 2027 and 2028 represent a compelling buying opportunity or an over-leveraged bet on speculative demand from large-scale AI infrastructure customers.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake shares are surging after the company reported strong quarterly earnings and raised its full-year guidance, driven by accelerating enterprise AI demand. While many investors are celebrating the growth, the community is divided as skeptics debate whether the rally is sustainable given the company's premium valuation and continued lack of GAAP profitability.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPE is trending following its fiscal third-quarter results, where the company exceeded analyst expectations for revenue and earnings and raised its future guidance, though investors expressed concerns regarding margin pressure and supply-chain constraints. While some traders view the resulting price decline as an undervaluation opportunity given the company's strong AI-driven networking and hybrid cloud growth, others remain cautious about potential margin deterioration and structural risks.

Ultragenyx Pharmaceutical, Inc. is a biopharmaceutical company, which engages in the identification, acquisition, development, and commercialization of novel products for the treatment of genetic diseases. Its products include Crysvita, Mepsevii, Dojolvi, and Evkeeza. The company was founded by Emil D. Kakkis in April 2010 and is headquartered in Novato, CA.

Ultragenyx Pharmaceutical Inc.

Ultragenyx Pharmaceutical Inc

Ultragenyx is trading significantly lower after its late-stage study of the experimental Angelman syndrome therapy, GTX-102, failed to meet its primary and secondary endpoints. While some traders view the selloff as an overreaction, pointing to the company's established commercial product portfolio and upcoming regulatory catalysts, many others are expressing concern over the pipeline's growth outlook and the company's future spending plans.

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 trending as traders focus on the upcoming Cybercab robotaxi launch in Austin, with sentiment split between excitement over the potential technological breakthrough and skepticism regarding the company's valuation and the actual commercial viability of the fleet. The conversation is further fueled by speculation about a possible surprise announcement or short squeeze, though many participants remain cautious about the event potentially being a 'sell-the-news' catalyst.

Ciena Corp. is a network technology company, which engages in the provision of hardware, software, and services to network operators, as well as enabling enhanced network capacity, service delivery, and automation. It operates through the following segments: Networking Platforms, Platform Software and Services, Blue Planet Automation Software and Services, and Global Services. The Networking Platforms segment consists of converged packet optical and packet networking portfolios. The Platform Software and Services segment provides analytics, data, and planning tools to assist customers in managing its networking platforms products. The Blue Planet Automation Software and Services segment enables customers to implement large-scale software and IT-led OSS transformations by transforming legacy networks into service ready networks. The Global Services segment offers a broad suite of value-added services. The company was founded by Patrick H. Nettles and Kevin Brian Kimberlin in 1992 and is headquartered in Hanover, MD.

CIENA Corp.

Ciena is attracting significant attention as investors react to a beat-and-raise earnings report, with the company raising its fiscal year revenue guidance amid sustained AI-driven demand for its optical networking infrastructure. While some traders are capitalizing on recent volatility and price pullbacks, the broader conversation remains focused on the company's role as a key player in the AI hardware supply chain.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is experiencing strong momentum and heightened market interest as traders anticipate its upcoming earnings report, with many focusing on the company's potential for a short squeeze given its significant short interest. Investors are closely monitoring the stock's performance alongside other enterprise software companies, debating whether its shift into Agentic AI will drive a valuation re-rating.

AeroVironment, Inc. is a defense technology company delivering integrated capabilities across air, land, sea, space, and cyber. The company develops and deploys autonomous systems, loitering munitions, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities-built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. At the core of these technologies lies AV_Halo, a modular, mission-ready suite of AI-powered software tools that empowers warfighters and enables full-battlefield dominance: detect, decide, deliver. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future-defining capabilities at speed, scale, and operational relevance. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment is trending following the announcement of a significant U.S. Army contract for the Locust X3 laser weapon system, which traders view as a major milestone for directed-energy drone defense. While some investors remain frustrated by the stock's recent performance, the contract win and a subsequent analyst upgrade have fueled optimism regarding the company's backlog and growth trajectory in modern defense.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is experiencing significant volatility driven by a major guidance cut and revenue deferral, leading traders to weigh the company's massive $6.4 billion backlog against ongoing execution and margin concerns. While some in the community are accumulating shares at lower prices, betting on the long-term data center and grid-scale storage demand, others remain skeptical, pointing to the company's historically poor margins and serial project delays.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is experiencing sharp volatility and a significant price decline following fiscal first-quarter results that beat expectations but raised concerns regarding margin compression and the pace of optical business expansion. While analysts maintain bullish long-term ratings, the community is divided between those viewing the pullback as an institutional-led manipulation or overreaction providing a buying opportunity, and others warning of further downside due to lofty valuations and market-wide AI sector cooling.

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Brief Consumer: Primer: Blackmores Ltd (BKL AU) - Jan 2026 and more

In this briefing: Primer: Blackmores Ltd (BKL AU) - Jan 2026 Sell Pop Mart (9992 HK) Updates (2026 Jan): Offline Channel Checks and Trend Data Geely (175 HK): 2025 Sales Volume – A Successful Year Pre-IPO Busy Ming Group (PHIP Updates) - Some Points Worth the Attention Primer: Majestic Auto (MATO IN) - Jan 2026 1. Primer: Blackmores Ltd (BKL AU) - Jan 2026 Acquisition by Kirin Holdings Marks a New Strategic Era: In August 2023, Blackmores was acquired by Japanese beverage and pharmaceutical giant Kirin Holdings for A$1.88 billion, delisting from the ASX. This transaction positions Blackmores as the cornerstone of Kirin's rapidly expanding Health Science division, aiming to create a leading consumer health platform in the Asia-Pacific region. The acquisition provides Blackmores with significant financial backing and synergistic opportunities, fundamentally altering its strategic outlook and growth trajectory. Strong Brand Equity and Established Asia-Pacific Footprint: Blackmores is a leading natural health brand in Australia with over 90 years of heritage and deep brand trust.

Brief India: Aequitas: Travelstack Tech Limited Pre-IPO Tearsheet and more

In this briefing: Aequitas: Travelstack Tech Limited Pre-IPO Tearsheet Aequitas: Horizon Industrial Parks Limited Pre-IPO Tearsheet Aequitas: BCCL IPO - Market Leadership in Domestic Coking Coal, with Key Considerations to Monitor Bharat Coking Coal IPO - Don’t Go by the Name,Legacy Parent Issues And Century-Old Jharia Mine Fires Primer: Majestic Auto (MATO IN) - Jan 2026 1. Aequitas: Travelstack Tech Limited Pre-IPO Tearsheet Travelstack Teck Pvt Ltd (1527561D IN) (TTL) plans to raise around US$100m in its upcoming India IPO. The deal will be run by Motilal, IIFL and Nuvama. TTL runs an asset-light private-label portfolio under FabHotels and Via, with 1,379 onboarded properties as of September 30, 2025. As per 1Lattice Report, TTL’s TravelPlus, is India’s largest hotels-focused corporate travel management platform in terms of revenue in FY25 2. Aequitas: Horizon Industrial Parks Limited Pre-IPO Tearsheet Horizon Industrial Parks Limited (1327105D IN) (HIPL) plans to raise around US$290m in its upcoming India IPO.

Brief Consumer: Sell Pop Mart (9992 HK) Updates (2026 Jan): Offline Channel Checks and Trend Data and more

In this briefing: Sell Pop Mart (9992 HK) Updates (2026 Jan): Offline Channel Checks and Trend Data Geely (175 HK): 2025 Sales Volume – A Successful Year Pre-IPO Busy Ming Group (PHIP Updates) - Some Points Worth the Attention Primer: Majestic Auto (MATO IN) - Jan 2026 US Customs & Border Protection Data: Northern Crossings Down, Western (Asian?) Air Crossings Firmer 1. Sell Pop Mart (9992 HK) Updates (2026 Jan): Offline Channel Checks and Trend Data Following our initial Sell Pop Mart note, we conducted selective offline channel checks across overseas markets, and provided updated trend indicators. Our observations are consistent with the view that recent strength in Labubu-driven sales is unlikely to be sustainable. In parallel, secondary-market pricing for key Pop Mart items has continued to weaken after launch, reinforcing signs of demand normalization. 2. Geely (175 HK): 2025 Sales Volume – A Successful Year Geely deliveries grew by 47% in 2025, but all major competitors were below 10%.

Brief India: Aequitas: Horizon Industrial Parks Limited Pre-IPO Tearsheet and more

In this briefing: Aequitas: Horizon Industrial Parks Limited Pre-IPO Tearsheet Aequitas: BCCL IPO - Market Leadership in Domestic Coking Coal, with Key Considerations to Monitor Bharat Coking Coal IPO - Don’t Go by the Name,Legacy Parent Issues And Century-Old Jharia Mine Fires Primer: Majestic Auto (MATO IN) - Jan 2026 APAC Healthcare Weekly (January 11) – Hengrui, Hansoh, InSilico Medicine, Takeda, Hanmi Pharm 1. Aequitas: Horizon Industrial Parks Limited Pre-IPO Tearsheet Horizon Industrial Parks Limited (1327105D IN) (HIPL) plans to raise around US$290m in its upcoming India IPO. The deal will be run by JM, Axis, IIFL, SBI and 360 One. HIPL is India’s largest industrial and logistics infrastructure developer, owner and operator, with a pan-India network of 45 assets across 10 cities, as per JLL. HIPL operates across three segments: fulfillment centers, industrial facilities, and in-city centers. 2. Aequitas: BCCL IPO - Market Leadership in Domestic Coking Coal, with Key Considerations to Monitor Bharat Coking Coal Limited (BCCL) (7535956Z IN) is looking to raise around US$119m in its all-secondary India IPO.

Brief India: Aequitas: BCCL IPO - Market Leadership in Domestic Coking Coal, with Key Considerations to Monitor and more

In this briefing: Aequitas: BCCL IPO - Market Leadership in Domestic Coking Coal, with Key Considerations to Monitor Bharat Coking Coal IPO - Don’t Go by the Name,Legacy Parent Issues And Century-Old Jharia Mine Fires Primer: Majestic Auto (MATO IN) - Jan 2026 APAC Healthcare Weekly (January 11) – Hengrui, Hansoh, InSilico Medicine, Takeda, Hanmi Pharm Relative Value Opportunities in Asia-Pac, Pair Trade Roundup (12 Jan 2025) 1. Aequitas: BCCL IPO - Market Leadership in Domestic Coking Coal, with Key Considerations to Monitor Bharat Coking Coal Limited (BCCL) (7535956Z IN) is looking to raise around US$119m in its all-secondary India IPO. Coal India's subsidiary, it is engaged in the mining of coking coal. BCCL produces various grades of coking coal, non-coking coal, and washed coal, primarily for use in the steel and power sectors. In this note, we talk about the company’s historical performance and IPO valuations. 2. Bharat Coking Coal IPO - Don’t Go by the Name,Legacy Parent Issues And Century-Old Jharia Mine Fires New Issue,Old memories: We present reasons why we believe the Bharat Coking Coal Limited (BCCL) (7535956Z IN) IPO could see similar trend as its parent Coal India Ltd (COAL IN 's IPO.

Brief Equities Bottom-Up: Geely (175 HK): 2025 Sales Volume – A Successful Year and more

In this briefing: Geely (175 HK): 2025 Sales Volume – A Successful Year Copper Breaks 13,000 USD/Ton, Upgrades To Equities To Gain Momentum Lonking (3339 HK): Another Great Year, with 67% of Share Price Is Net Cash Primer: Majestic Auto (MATO IN) - Jan 2026 Primer: Lendingtree Inc (TREE US) - Jan 2026 1. Geely (175 HK): 2025 Sales Volume – A Successful Year Geely deliveries grew by 47% in 2025, but all major competitors were below 10%. The year-end sales volume competition no longer continued in December 2025. We believe total revenue will grow by 38% in 2025 and 22% in 2026. 2. Copper Breaks 13,000 USD/Ton, Upgrades To Equities To Gain Momentum Copper ended the week having breached 13,000 USD/ton in the cash market. We elaborated on this in Copper Breaks 12k USD/Ton: Move To 13k USD/Ton By Early Next Year Prior to this, we highlighted supply issues in Copper Mine By Mine Supply Challenges For Everyone: Update As Copper Is Set to Break 12k USD/Ton We now see a revision in earnings upwards for the equities, which we will touch upon here, our favorites being Southern Copper (SCCO US) / Antofagasta PLC (ANTO LN) 3.

Brief Consumer: Geely (175 HK): 2025 Sales Volume – A Successful Year and more

In this briefing: Geely (175 HK): 2025 Sales Volume – A Successful Year Pre-IPO Busy Ming Group (PHIP Updates) - Some Points Worth the Attention Primer: Majestic Auto (MATO IN) - Jan 2026 US Customs & Border Protection Data: Northern Crossings Down, Western (Asian?) Air Crossings Firmer Asia-Pac M&A Weekly Wrap:ANE Cayman, Tsuruha/Aeon, Jinke Smart, Sankei Real Estate, Hisamitsu Pharma 1. Geely (175 HK): 2025 Sales Volume – A Successful Year Geely deliveries grew by 47% in 2025, but all major competitors were below 10%. The year-end sales volume competition no longer continued in December 2025. We believe total revenue will grow by 38% in 2025 and 22% in 2026. 2. Pre-IPO Busy Ming Group (PHIP Updates) - Some Points Worth the Attention The revenue growth being higher than the GMV growth in 25Q1-Q3 indicates that BUSY MING’s control over channels and supply chains as well as its bargaining power are strengthening. BUSY MING’s business model has a low tolerance for errors. Upstream cost increase, downstream price wars, or decline in operational efficiency would break through the already thin profit barrier.

Brief Equities Bottom-Up: Copper Breaks 13,000 USD/Ton, Upgrades To Equities To Gain Momentum and more

In this briefing: Copper Breaks 13,000 USD/Ton, Upgrades To Equities To Gain Momentum Lonking (3339 HK): Another Great Year, with 67% of Share Price Is Net Cash Primer: Majestic Auto (MATO IN) - Jan 2026 Primer: Lendingtree Inc (TREE US) - Jan 2026 US Customs & Border Protection Data: Northern Crossings Down, Western (Asian?) Air Crossings Firmer 1. Copper Breaks 13,000 USD/Ton, Upgrades To Equities To Gain Momentum Copper ended the week having breached 13,000 USD/ton in the cash market. We elaborated on this in Copper Breaks 12k USD/Ton: Move To 13k USD/Ton By Early Next Year Prior to this, we highlighted supply issues in Copper Mine By Mine Supply Challenges For Everyone: Update As Copper Is Set to Break 12k USD/Ton We now see a revision in earnings upwards for the equities, which we will touch upon here, our favorites being Southern Copper (SCCO US) / Antofagasta PLC (ANTO LN) 2. Lonking (3339 HK): Another Great Year, with 67% of Share Price Is Net Cash Lonking Holdings (3339 HK) , as the leader in wheel loader, should see strong profit as industry sales grew 30% in Dec 2025 and 18.4% in FY25.

Brief Consumer: Pre-IPO Busy Ming Group (PHIP Updates) - Some Points Worth the Attention and more

In this briefing: Pre-IPO Busy Ming Group (PHIP Updates) - Some Points Worth the Attention Primer: Majestic Auto (MATO IN) - Jan 2026 US Customs & Border Protection Data: Northern Crossings Down, Western (Asian?) Air Crossings Firmer Asia-Pac M&A Weekly Wrap:ANE Cayman, Tsuruha/Aeon, Jinke Smart, Sankei Real Estate, Hisamitsu Pharma Pacific Industrial (7250 JP): A Revised JPY3,036 Offer Finally Draws Effissimo’s Support 1. Pre-IPO Busy Ming Group (PHIP Updates) - Some Points Worth the Attention The revenue growth being higher than the GMV growth in 25Q1-Q3 indicates that BUSY MING’s control over channels and supply chains as well as its bargaining power are strengthening. BUSY MING’s business model has a low tolerance for errors. Upstream cost increase, downstream price wars, or decline in operational efficiency would break through the already thin profit barrier. BUSY MING’s valuation should be lower than Pop Mart, but may be slightly higher or on par with MINISO, and in the same range as Wanchen. 20-30x P/E is acceptable. 2.

Brief Growth Ideas: Sunway Healthcare Pre-IPO: Favorable Industry Positioning and Expansion Plan to Drive Growth and more

In this briefing: Sunway Healthcare Pre-IPO: Favorable Industry Positioning and Expansion Plan to Drive Growth Aequitas: ECM Weekly (12 January 2026) - Biren, MiniMax, Gigadevice, Omnivision, Busy Ming, HPSP, GF Aequitas: OmniVision Integrated Circuits Group A/H Trading -Weak Retail and Mediocre Insti Demand Bharat Coking Coal IPO - Don’t Go by the Name,Legacy Parent Issues And Century-Old Jharia Mine Fires Primer: Majestic Auto (MATO IN) - Jan 2026 1. Sunway Healthcare Pre-IPO: Favorable Industry Positioning and Expansion Plan to Drive Growth Sunway Healthcare plans to offer up to 1,974M shares for its upcoming Malaysian IPO, comprising of up to 1,399M existing shares to be offered for sale and 575M new shares. Sunway intends to utilize IPO proceeds for greenfield and brownfield Capex and redemption of debt. The company aims to double its bed capacity by 2032. As one of the major hospital groups in Malaysia, Sunway is well-positioned to capitalize on industry’s growth opportunity and further solidify its presence in the private healthcare services industry. 2.

Majestic Auto Ltd. engages in the business of providing facility management and rental services. Its facility management covers two main areas: Space and Infrastructure such as planning, design, workplace, construction, lease, occupancy, maintenance, and furniture. and People and Organization which include catering, cleaning, ICT, HR, accounting, marketing, and hospitality. The company was founded on April 23, 1973 and is headquartered in Noida, India.

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