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Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase (COIN) is trending due to polarized community reactions to its recent Super Bowl commercial, with sentiment sharply divided on its effectiveness amid broader discussions of significant crypto market volatility. The debate continues on whether the stock has found a bottom or is poised for further declines, alongside anticipation for upcoming earnings.

SMX (Security Matters) Plc is a holding company, which engages in the provision of authentication solutions. It offers brand protection, authentication, and track and trace technology. The company was founded by Haggai Alon on July 1, 2022 and is headquartered in Dublin, Ireland.

SMX (Security Matters) Plc

SMX (Security Matters) PLC

SMX is drawing significant attention following news of its extended $250 million capital runway through 2028, which many believe secures its operations and removes dilution concerns. The community is sharply divided, with bulls anticipating a short squeeze and another historic surge in the blockchain and molecular-marker technology stock, while skeptics argue it remains a "dilution machine" without sustained product revenue.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is trending as the Super Bowl drives massive betting volume and user engagement, with the community actively debating the company's expanding prediction market offerings and the broader sector's evolving regulatory landscape, all ahead of its anticipated earnings report.

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 is trending after abruptly ceasing its compounded GLP-1 weight-loss pill offering amid intensified FDA scrutiny and legal threats, sparking widespread debate about the company's regulatory risks and strategic direction. The community is sharply divided, with bears pointing to management's judgment and potential lawsuits, while bulls emphasize the removal of legal overhang and the broader telehealth platform's potential for recovery and growth, especially with the upcoming Super Bowl ad.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

Community excitement for TG Therapeutics is surging following Christina Applegate's Super Bowl commercial for Briumvi, which is expected to drive substantial patient awareness and market adoption. The authentic endorsement is viewed as a significant catalyst, further differentiating Briumvi amidst competitor safety concerns.

Cingulate, Inc. operates as a clinical stage bio pharmaceutical company using a Precision Timed Release drug delivery platform technology to build a pipeline of next-generation pharmaceutical products. The firm initially focused on the treatment of Attention Deficit/Hyperactivity Disorder (ADHD). It identifies and evaluates additional therapeutic areas, PTR technology employed to develop future product candidates. Cingulate was founded by Shane J. Schaffer, Craig Steven Gilgallon, Raul R. Silva, Matthew N. Brams in May 2012 and is headquartered in Kansas City, KS.

Cingulate Inc

Cingulate Inc. is gaining attention after the FDA accepted its New Drug Application for CTx-1301, an ADHD treatment designed for all-day efficacy, setting a PDUFA date of May 31, 2026, with investors also keenly awaiting US patent updates. The community is highly polarized, with many anticipating significant upside due to the large ADHD market and innovative drug delivery, while others express caution regarding potential dilution and market competition.

Papa John's International, Inc. engages in the operation and franchise of pizza delivery and carryout restaurants. It operates through the following segments: Domestic Company-owned Restaurants, North America Franchising, North America Commissaries, International Operations, and All Others. The Domestic Company-Owned Restaurants segment consists of retail sales of pizza and side items, breadsticks, cheese sticks, chicken poppers and wings, dessert items, and canned and bottled beverages. The North America Franchising segment involves the offering of sales and support activities, development rights, and collection of royalties from franchisees located in the United States and Canada. The North America Commissaries segment includes the eleven full-service regional dough production and distribution and quality control centers. The International Operations segment represents all restaurant operations outside of the United States and Canada. The All Others segment focuses on franchise contributions to marketing funds and sale, company-owned and franchised restaurants, information systems and related services used in restaurant operations, point-of-sale system, online and other technology-based ordering platforms, printing, and promotional items. The company was founded by John H. Schnatter in 1984 and is headquartered in Louisville, KY.

Papa John`s International, Inc.

PZZA is trending due to persistent buyout speculation, with community sentiment driven by reports of private equity offers at a premium to its perceived undervalued share price, alongside discussions of activist investor interest and its attractive dividend yield.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending as futures indicate strong bullish momentum leading into the week, while the community is widely discussing the Super Bowl halftime show's perceived, albeit speculative, impact on market sentiment alongside anticipation for upcoming jobs and inflation reports.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is drawing significant attention for its NVIDIA partnership aiming to enhance AI-powered air taxis and ahead of anticipated FAA eIPP city selections, which the community sees as key operational catalysts. Investors are also actively discussing Archer's perceived strengthening position compared to competitors after recent industry capital raises, with BlackRock's increased stake reinforcing confidence in its long-term urban air mobility vision.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - VR PRF PERPETUAL USD 100 - Ser A

Strategy Inc Variable Rate Series A Perpetual Stretch Preferred

STRC is trending as it maintains its position around $100 par value, buoyed by its attractive variable dividend rate of 11.25%, with the community actively debating its role in funding MSTR's Bitcoin strategy and its viability as a high-yield income instrument.

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Initial testing of Banswara atomic power project expected by FY33: Naik

This 4x700 MW project is a joint venture between NTPC and NPCIL. Prime Minister Narendra Modi laid the foundation stone for the project last year. NTPC aims to establish 30 GW of nuclear capacity by 2047.

Amit Rautela appointed CFO of Patratu Vidyut Utpadan Nigam, Boosting NTPC JV performance

Amit Rautela has been appointed as the new Chief Financial Officer of Patratu Vidyut Utpadan Nigam, a joint venture between NTPC and the Jharkhand government. Rautela, who previously held a similar role at Meja Urja Nigam Private Limited, brings over 27 years of experience to his new position.

ACEN consolidates RE business in India

ACEN Corp. on Thursday said that it had consolidated its renewable energy (RE) operations in India after acquiring full ownership of a joint venture with UPC Renewables, strengthening its presence in one of the world’s fastest-growing clean energy markets. In a statement, the Ayala-led energy firm said that subsidiary ACEN Renewables International Pte. Ltd. (ACRI) now owned 100 percent of the India development platform, giving ACEN full control of a fast-growing and diversified renewable energy portfolio. Following the acquisition, ACEN now fully owns a 1,059-megawatt-direct current (MWdc), or 819-MW alternating current (MWac), portfolio consisting of three renewable energy projects under construction and in advanced development stages in Rajasthan and Karnataka. The company also gained a development pipeline of nearly 7 gigawatts of renewable energy projects across India. ACEN said the consolidation reinforced its long-term commitment to India’s clean energy transition and supports its broader strategy to scale up RE capacity across key growth markets in the Asia-Pacific region. “India is a core market for ACEN’s international growth, and this transaction reflects our long-term confidence in the country’s renewable energy sector,” said Patrice Clausse, group chief investments officer and president and chief executive officer of ACEN International. “With full ownership of this platform, we are well positioned to accelerate development, optimize our portfolio, and continue delivering clean, reliable power at scale,” he added.

NTPC Green Energy Limited (NGEL) and Assago sign MoU to Develop India’s First Indigenous Green Urea Plant at Pudimadaka Green Hydrogen Hub

New Delhi / Amaravati (Andhra Pradesh) [India], February 3: NTPC Green Energy Limited (NGEL), a subsidiary of India's largest power utility NTPC Ltd., and Assago Industries Pvt. Ltd. (Assago), a fast-growing player in bio-energy and sustainable manufacturing, today announced the signing of a strategic Memorandum of Understanding (MoU) to develop and operationalize India's first large-scale Green Urea production ecosystem within the upcoming Green Hydrogen Hub at Pudimadaka, Andhra Pradesh.

Brief Equities Bottom-Up: Ambuja Cements Ltd - Performance Below Estimates On Higher Cost; Retain BUY and more

In this briefing: Ambuja Cements Ltd - Performance Below Estimates On Higher Cost; Retain BUY Nestle India Ltd - Steller Topline Growth; Margins Under Pressure Relaxo Footwears Ltd - Soft Quarter Continues; Maintain HOLD KPIT Technologies Ltd - Soft Quarter; Solution-Based Transformation NTPC - Q3 - Stable Performance Backed by Capacity Additions 1. Ambuja Cements Ltd - Performance Below Estimates On Higher Cost; Retain BUY Capacity Addition to Support Volume and Revenue Growth: The company is expanding capacity from 109 MTPA (including 8.5 MTPA from Orient Cement) to 115 MTPA by FY26. It now targets 155 MTPA by FY28, supported by incremental expansion and debottlenecking initiatives. With current utilisation at 69%, there remains meaningful upside potential as demand strengthens. 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. Nestle India Ltd - Steller Topline Growth; Margins Under Pressure Nestlé reported an 18.5% YoY growth in revenue, supported by its strongest volume expansion in nearly five years.

NTPC Ltd. engages in the generation of electric power in coal based thermal power plant. It operates through the Generation of Energy and Others segments. The Generation of Energy segment involves the generation and sale of bulk power to State Power utilities. The Others segment includes provision of consultancy, project management and supervision, energy trading, oil and gas exploration, and coal mining. The company was founded on November 7, 1975 and is headquartered in New Delhi, India.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	8.82	--	--	N/A
Q3 '25	5.47	--	--	N/A
Q2 '25	5.30	5.15	-2.83%	MISSED
Q1 '25	5.91	--	--	N/A
Q4 '24	6.18	--	--	N/A

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