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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

Investors are closely watching upcoming quarterly results and forward guidance as strong sector tailwinds drive community excitement around artificial intelligence infrastructure demand.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Retail traders are closely watching Marvell's latest earnings report and raised forward outlook, with many drawing parallels to recent semiconductor market reactions.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

Affirm Holdings is surging following strong quarterly revenue and gross merchandise volume figures, alongside robust adoption of the Affirm Card and AI partnership expansions.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubrik is trading sharply higher as investors weigh strong quarterly earnings and robust subscription growth against ongoing debates surrounding valuation and stock-based compensation.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

Investors are closely watching SentinelOne as discussions heat up around its strong growth potential, valuation relative to cybersecurity peers, and speculation regarding potential M&A activity.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as investors discuss its QNX software expansion into robotics and physical AI, alongside broader market reactions to tech sector developments.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

The community is actively discussing ongoing political controversies and trade disputes, focusing on executive actions and their potential economic impact.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

Take-Two Interactive is currently trending as retail investors hotly debate the massive hype, preorder metrics, and recent leaks surrounding the upcoming release of Grand Theft Auto VI.

Workday, Inc. engages in the development of enterprise cloud applications for finance and human resources. The firm delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. It operates through the Cloud Applications segment. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending as investors digest its strong quarterly earnings report, which featured an earnings and revenue beat alongside an increased full-year margin outlook that helped ease broader market concerns over software sector disruption.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is rallying on strong market momentum, breaking past key resistance levels alongside broader crypto gains and rising institutional interest.

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Indian companies announce $1.1 billion investment in US, to create 1,500 jobs

Twelve Indian companies announced over USD 1.1 billion in US investments across aerospace, defense, energy, and AI sectors at the SelectUSA Investment Summit. These significant investments are projected to create 1,500 jobs in the United States, with major contributions from Abhyuday Group and Sterlite Technologies Limited.

Iran war: Adani Power, Hatsun Agro among 10 stocks that surged up to 40% since conflict began

Amidst geopolitical tensions and market corrections, select Indian stocks have surged significantly. Defence, jewellery, digital infrastructure, and energy sectors have shown robust performance, with companies like Swan Defence, Bluestone Jewellery, Sterlite Technologies, and Adani Power leading the gains. Resilience in banking and consumption stocks also highlights selective investor interest in stable businesses.

Brief India: Aequitas: Moneyview Limited Pre-IPO Tearsheet and more

In this briefing: Aequitas: Moneyview Limited Pre-IPO Tearsheet Lucror Analytics - Morning Views Asia Primer: Syrma SGS Technology (SYRMA IN) - Mar 2026 India's LPG Shock: Mapping the Multiplier Effect Across 10 Sectors Optical Fiber Cable, 5G, and AI: The 3-Wave Demand Surge for India's Cable Manufacturers 1. Aequitas: Moneyview Limited Pre-IPO Tearsheet Moneyview Limited (1588198D IN) (MVL) is looking to raise up to US$327m in its upcoming India IPO. The deal will be run by Axis, BofA, IIFL and Kotak. Moneyview Limited (MVL) is a consumer and focused, digital only, credit-led financial services platform for middle India customers providing access to a suite of financial products on its mobile application. Personal loans is its flagship offering, personalized through in-house AI/ML segmentation and risk models. 2. Lucror Analytics - Morning Views Asia UST yields jumped 6-9 bps across the curve yesterday, as the market pared rate-cut expectations on inflation concerns (despite the inline February CPI data), and following soft demand for a 10Y note auction.

Brief India: Primer: Syrma SGS Technology (SYRMA IN) - Mar 2026 and more

In this briefing: Primer: Syrma SGS Technology (SYRMA IN) - Mar 2026 India's LPG Shock: Mapping the Multiplier Effect Across 10 Sectors Optical Fiber Cable, 5G, and AI: The 3-Wave Demand Surge for India's Cable Manufacturers LPG Crisis Proxy Play: How Middle Eastern War Opens Opportunity in India's Induction Industry SaaSpocalypse Now. Are We Done Already? 1. Primer: Syrma SGS Technology (SYRMA IN) - Mar 2026 Syrma SGS Technology is a leading Indian Electronics System Design and Manufacturing (ESDM) company, well-positioned to capitalize on the high-growth domestic EMS market, driven by government initiatives like 'Make in India' and the global 'China+1' strategy. The company is strategically shifting its revenue mix from lower-margin consumer electronics to higher-margin verticals such as automotive, industrial, and healthcare, which is expected to improve profitability. With a strong focus on R&D and a proven track record of inorganic growth through acquisitions, Syrma SGS is expanding its technological capabilities and product offerings to cater to a diversified customer base, including a significant and growing export market.

Brief India: India's LPG Shock: Mapping the Multiplier Effect Across 10 Sectors and more

In this briefing: India's LPG Shock: Mapping the Multiplier Effect Across 10 Sectors Optical Fiber Cable, 5G, and AI: The 3-Wave Demand Surge for India's Cable Manufacturers LPG Crisis Proxy Play: How Middle Eastern War Opens Opportunity in India's Induction Industry SaaSpocalypse Now. Are We Done Already? Sharp Surge in Memory Chip Prices: 2 Smallcap Indian Benficiaries 1. India's LPG Shock: Mapping the Multiplier Effect Across 10 Sectors India's domestic gas supply collapsed after the US-Iran war shut the Strait of Hormuz, cutting 85-90% of natural gas imports and triggering emergency government rationing. Ceramics, QSR chains, food delivery, and gig workers face severe disruption ; induction appliance makers and domestic-focused CGD operators emerge as clear structural beneficiaries. Duration determines the damage: a short shock(Scenario-1) is a blip, but a prolonged crisis(Scenario-3) permanently rewires India's cooking fuel mix and equity positioning across sectors. 2. Optical Fiber Cable, 5G, and AI: The 3-Wave Demand Surge for India's Cable Manufacturers Global fiber optic cable demand is entering a structural upcycle driven by 5G densification, AI data center buildouts, and national broadband mandates.

Brief USA: LE: 4Q Preview: Ending 2025 On A High Note; Reiterate Buy Rating, $45 PT and more

In this briefing: LE: 4Q Preview: Ending 2025 On A High Note; Reiterate Buy Rating, $45 PT Hunting plc - Clear catalysts for further value accretion Primer: American Resources (AREC US) - Mar 2026 Optical Fiber Cable, 5G, and AI: The 3-Wave Demand Surge for India's Cable Manufacturers Primer: Addus Homecare (ADUS US) - Mar 2026 1. LE: 4Q Preview: Ending 2025 On A High Note; Reiterate Buy Rating, $45 PT We are reiterating our Buy rating, projections and $45 price target for Lands’ End with the company announcing 4QFY25 (January) results before the open on Thursday. We believe, with a continued switch to more lifestyle focused offerings, lower overall discounting levels and highly seasonal weather, Lands’ End is poised to drive strong bottom line result and, with virtually all key licensed categories anniversaried, YoY top line growth also. Further, we expect a positive update on the impending 50/50 joint venture with leading brand licensor WHP Global, which should serve to deleverage Lands’ End balance sheet and set up the company for expansion. 2.

Brief USA: Hunting plc - Clear catalysts for further value accretion and more

In this briefing: Hunting plc - Clear catalysts for further value accretion Primer: American Resources (AREC US) - Mar 2026 Optical Fiber Cable, 5G, and AI: The 3-Wave Demand Surge for India's Cable Manufacturers Primer: Addus Homecare (ADUS US) - Mar 2026 Primer: Sonida Senior Living (SNDA US) - Mar 2026 1. Hunting plc - Clear catalysts for further value accretion Hunting has set out clear strategic goals over an extended time horizon. The company took tangible steps in 2025 towards their attainment, meeting guidance for the year at the same time. Subsea’s elevated potential is important for many reasons, and within this, the development of Organic Oil Recovery could be a significant value trigger. 2. Primer: American Resources (AREC US) - Mar 2026 American Resources Corp. is undergoing a significant strategic pivot, shifting from a traditional metallurgical coal producer to a technology-focused supplier of critical and rare earth elements (REEs) for the electrification and infrastructure markets.

Brief Growth Ideas: The Law Debenture Corporation — Outperforming with consistency and more

In this briefing: The Law Debenture Corporation — Outperforming with consistency Primer: American Resources (AREC US) - Mar 2026 Optical Fiber Cable, 5G, and AI: The 3-Wave Demand Surge for India's Cable Manufacturers Lupeng Pharmaceutical (麓鹏制药) Pre-IPO: Competitive BTK Product Asia Real Estate Tracker (12-Mar-2026): Brookfield Acquires NZ Hotels for $150M Investment 1. The Law Debenture Corporation — Outperforming with consistency The Law Debenture Corporation (LWDB) has published 2025 results, a year in which it built on its long-term record of outperformance versus its broad UK equity market benchmark and peers. We believe LWDB’s unique combination of a UK investment trust and a cash-generative professional services operating business (IPS) are core to this performance. In 2025, portfolio returns were driven by strong stock selection across the range of market capitalisations, with investment flexibility supported by the earnings and cash flow of IPS. With debt and IPS at fair value, NAV total return of 28% was 4.4pp ahead of the benchmark and DPS increased by 6.0%. 2.

Brief USA: Primer: American Resources (AREC US) - Mar 2026 and more

In this briefing: Primer: American Resources (AREC US) - Mar 2026 Optical Fiber Cable, 5G, and AI: The 3-Wave Demand Surge for India's Cable Manufacturers Primer: Addus Homecare (ADUS US) - Mar 2026 Primer: Sonida Senior Living (SNDA US) - Mar 2026 Primer: Century Aluminum Company (CENX US) - Mar 2026 1. Primer: American Resources (AREC US) - Mar 2026 American Resources Corp. is undergoing a significant strategic pivot, shifting from a traditional metallurgical coal producer to a technology-focused supplier of critical and rare earth elements (REEs) for the electrification and infrastructure markets. The company's future hinges on the successful commercialization and scaling of its subsidiary, ReElement Technologies, which utilizes a proprietary chromatography process for refining REEs from recycled materials and mining waste. This technology is claimed to be more cost-effective and environmentally friendly than traditional methods. Financial performance has been extremely weak, characterized by plummeting revenues, significant net losses, and negative cash flows, reflecting the transition away from legacy coal operations and heavy investment in the new REE venture.

Brief Growth Ideas: Optical Fiber Cable, 5G, and AI: The 3-Wave Demand Surge for India's Cable Manufacturers and more

In this briefing: Optical Fiber Cable, 5G, and AI: The 3-Wave Demand Surge for India's Cable Manufacturers Lupeng Pharmaceutical (麓鹏制药) Pre-IPO: Competitive BTK Product Asia Real Estate Tracker (12-Mar-2026): Brookfield Acquires NZ Hotels for $150M Investment Primer: Taiyo Industrial (6663 JP) - Mar 2026 Primer: Daishinku Corp (6962 JP) - Mar 2026 1. Optical Fiber Cable, 5G, and AI: The 3-Wave Demand Surge for India's Cable Manufacturers Global fiber optic cable demand is entering a structural upcycle driven by 5G densification, AI data center buildouts, and national broadband mandates. Three domestic manufacturers, Sterlite Technologies (SOTL IN) , HFCL Ltd (HMFC IN) , and Finolex Cables (FNXC IN) , are positioned directly in the path of this demand surge. The India OFC story is early-cycle, policy-backed, and supply-constrained. With BharatNet Phase III, 5G backhaul demand, AI-driven data center, the next 36-months could be defining for Indian fiber cable manufacturers. 2. Lupeng Pharmaceutical (麓鹏制药) Pre-IPO: Competitive BTK Product Lupeng Pharmaceutical, a China-based biotech, is looking to raise at least USD100m via a Hong Kong listing.

Sterlite Technologies Ltd. engages in the manufacturing of telecom products, providing telecom services and digital and technology solutions. It operates through the following segments: Optical Networking Business (ONB), Global Service Business (GSB), and Digital and Technology Solutions (Digital). The ONB segment refers to the design and manufacture of optical fiber, cables and optical interconnect products. The GSB segment is involved in fiber roll out, end to end system integration and network deployment. The Digital segment is responsible for enabling digital transformation of telcos and enterprises. The company was founded in 1988 and is headquartered in Pune, India.

Current Price	695.85
Prev Close	662.00
Open	684.10
Dividend Yield	0.00%
50-Day Moving Average	593.01
Beta	0.04
Avg. Volume	2.44M
PE Ratio	139.79

52-Week High	695.85
52-Week Low	84.60
Market Capitalization	340.26B
EPS (Annual)	1.15
Price to Book	14.98
Revenue Per Employee	15.32M

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