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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Goldman Sachs upgrade to Buy, citing Palantirs sovereign-AI and customized-software opportunities, coincided with a breakout to fresh highs. Bulls celebrate the momentum and speculate about a short squeeze, while skeptics warn that the valuation is stretched and the rally could reverse.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Repeated analyst price-target cuts amid a steep pullback are driving debate over APPs valuation and volatile price action. Bulls cite the companys cash generation and ad-growth potential and are watching for a recovery into Q3 earnings, while others remain wary of further downside and legal concerns.

Dog (Bitcoin) is a fully decentralized memecoin on the Bitcoin blockchain, backed by a community dedicated to onboarding millions of people to Bitcoin.  Dog is secured by the Bitcoin blockchain and exists on Bitcoin L1, marking a significant innovation compared to Bitcoin with just BTC. Dog is a Bitcoin Runes token with a minimal on-chain footprint, native to Bitcoin, and stored in UTXOs, just like Bitcoin.   What is the project about?  Dog does not do any paid promotion and is fully decentralized just like Bitcoin. Every influencer who chooses to post about Dog either received the airdrop or bought on secondary. Dog leverages the CC0 license to ensure that Dog is not owned by any single entity but rather by everyone. This had lead to the "DOG Army" independently creating art, apps, lotteries, plushies, websites, podcast, magazines, X account, IRL meetups, clothing lines, PFP collections, Telegram groups, and TikTok/Instagram about Dog.  What makes your project unique?  Dog was airdropped in the fairest memecoin launch ever. In early 2024, the Bitcoin Ordinals ecosystem came together in a full volunteer initiative that rewarded early adopters of the Ordinals Protocol. There was no team allocation, and 100% of the supply was airdropped for free. The airdrop algorithm favored neither whales nor influencers; it was determined by the community and made open-source for maximum transparency.

Dog (Bitcoin)

DOG, a Bitcoin-native Runes memecoin, is drawing attention through community promotion and dip-buying, with traders speculating that Bitcoin strength or Rune-related momentum could support a rebound. Skeptics counter that weak liquidity and volume, price declines, and limited exchange access make the bullish hype risky.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopifys partnership with Metas Muse to enable AI-agent purchases through Shop Pay is fueling interest, with bulls seeing a new commerce channel and skeptics questioning how quickly it can be monetized. Traders are also debating whether the sharp rally can continue amid volatility and resistance near recent highs.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

IBRXs high-volume rally is being linked by traders to founder Patrick Soon-Shiongs scheduled oncology fireside chat, where he is expected to discuss trial progress, as well as anticipation around bladder-cancer regulatory milestones. Speculation about a partnership, a connection to the NIH cancer-vaccine initiative, and a possible short squeeze is circulating, but those claims are unconfirmed.

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

TG Therapeutics MSToronto presentation schedule is drawing attention, particularly the late-breaking oral presentation of initial azer-cel findings in progressive MS alongside BRIUMVI trial data. Traders see the presentation selection as encouraging, but emphasize that it is not proof of positive results and debate whether the pipeline catalysts will overcome the stocks choppy trading.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHounds steep decline to repeated 52-week lows is driving attention, with traders pointing to dilution and uncertainty over profitability and managements execution despite company expansion and partnership headlines. The community is split between expectations of further downside and speculation about a short squeeze, with many looking to the next earnings report for evidence of progress.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

Reports that Michael Burry disclosed a stake in QXO have sparked a rebound after a prolonged selloff, with traders speculating about short covering. Some see the move as a turning point, while others remain focused on pressure from high rates, soft housing and construction demand, and integrating recent acquisitions.

Merck & Co., Inc. is a health care company, which engages in the provision of health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products. It operates through the following segments: Pharmaceutical, Animal Health, and Other. The Pharmaceutical segment includes human health pharmaceutical and vaccine products. The Animal Health segment discovers, develops, manufactures, and markets animal health products, such as pharmaceutical and vaccine products, for the prevention, treatment and control of disease in livestock, and companion animal species. The Other segment consists of sales for the non-reportable segments of healthcare services. The company was founded in 1891 and is headquartered in Rahway, NJ.

Merck & Co Inc

A reported NIH-backed push to accelerate personalized cancer vaccines is drawing attention to Mercks role in the field, including its V940 partnership with Moderna and promising melanoma-trial results. Traders see the initiative as supportive of Mercks oncology prospects, though some caution that a research push does not guarantee near-term revenue.

T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.

T-Mobile US Inc

SpaceXs agreement to acquire Grain Managements 800 MHz spectrum has stoked fears that Starlink Mobile could become a stronger competitor to T-Mobile and other U.S. carriers, driving a sharp selloff in telecom shares. Traders disagree over whether the deal signals a serious long-term threat or an overreaction, citing the spectrums limits and the infrastructure needed to build a competing network.

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Brief India: Aye Finance IPO: A Play on Formalising India’s Micro-Enterprise Credit and more

In this briefing: Aye Finance IPO: A Play on Formalising India’s Micro-Enterprise Credit India : Making the Best of the US Trade Deal HDB Financial Services Ltd: The High-Yield Engine of the HDFC Ecosystem Primer: Redington India (REDI IN) - Feb 2026 HSIE Results Daily: State Bank of India, Tata Steel, Shree Cement, Repco Home Finance 1. Aye Finance IPO: A Play on Formalising India’s Micro-Enterprise Credit Aye Finance Limited, a fast-growing MSME-focused NBFC, is launching a INR 1,010 crore IPO comprising a fresh issue and an offer for sale. The company operates in India’s structurally underpenetrated micro-MSME credit segment , combining rapid AUM growth with a granular, cash-flow based underwriting model. Aye Finance offers exposure to a large, underserved lending opportunity , but elevated credit costs and recent profitability pressure warrant close monitoring post listing. 2. India : Making the Best of the US Trade Deal India's terms, as set out in the framework for the agreement, appear generous relative to its SEA peers.

Brief India: HSIE Results Daily: State Bank of India, Tata Steel, Shree Cement, Repco Home Finance and more

In this briefing: HSIE Results Daily: State Bank of India, Tata Steel, Shree Cement, Repco Home Finance Pitti Engineering Ltd. - Steady Volume Growth Validates Future Earnings Visibility VA Tech Wabag Ltd - Healthy Order Inflows Sustain Growth Outlook; Maintain BUY Hero Motocorp Ltd - Margin Stability, Global Scale-Up & Strong Demand Automotive Axles Ltd - Sequential Margin Upswing with Volume-Led Upside 1. HSIE Results Daily: State Bank of India, Tata Steel, Shree Cement, Repco Home Finance State Bank of India: SBIN’s Q3FY26 earnings beat estimates on the back of healthy growth on both sides of the balance sheet, stable margins, in-line asset quality, and interim dividend from SBI Funds management (~INR2.2bn) Loan growth (+15% YoY) continued to outpace the system, led by pick-up in the corporate segment, even as growth in RAM segments remained strong Deposit growth (+9% YoY, 2% QoQ) was relatively soft, while the CASA ratio declined to 37.5% (-46bps QoQ), with softer traction in CA balances Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Brief Finance: Molten Ventures — Improved exit visibility and more

In this briefing: Molten Ventures — Improved exit visibility Japanese Banks – 2026 High Conviction Ideas NB Private Equity Partners (NBPE): 2025 CMD: good returns from low-risk PE model Partners Group Private Equity — Strong exits may trigger sizeable buybacks Primer: Repco Home Finance (REPCO IN) - Dec 2025 1. Molten Ventures — Improved exit visibility Molten Ventures posted a solid 7.9% NAV per share total return in H126, supported by a c 6% constant currency increase in gross portfolio value (driven by operational performance and in some cases improving market multiples) and a c 2% NAV accretion from buybacks. Standout return drivers were two spacetech businesses (ICEYE and Isar Aerospace), fintech Revolut, digital asset custody business Ledger and AI-powered, cloud-based phone platform Aircall. Molten maintains a good realisation pace, with £62m in proceeds in H126, representing 4.5% of opening gross portfolio value (broadly in line with its through-the-cycle target of 10% per year).

Brief India: Meesho Ltd IPO - Value-Led Play, Moderately Priced and more

In this briefing: Meesho Ltd IPO - Value-Led Play, Moderately Priced Thematic Report on Indian Wood Panel Industry: The "Compliance Moat" Supercycle Aequs IPO: Strong Backlog, Weak Margins — An Operating-Leverage Re-Rating Story Primer: Castrol India (CSTRL IN) - Dec 2025 Primer: Repco Home Finance (REPCO IN) - Dec 2025 1. Meesho Ltd IPO - Value-Led Play, Moderately Priced Meesho (1546271D IN) is looking to raise around US$607m in its upcoming India IPO. Meesho is an e-commerce marketplace, offering a wide assortment of products ranging from low cost unbranded products, regional and national brands at affordable prices to consumers. In our earlier notes, we have looked at the company’s past performance earlier. In this note, we talk about the implied valuations in the price range. 2. Thematic Report on Indian Wood Panel Industry: The "Compliance Moat" Supercycle The full enforcement of Bureau of Indian Standards (BIS) Quality Control Orders (QCO) has triggered a supply shock, collapsing wood panel imports by 90% as of late 2025.

Brief India: Thematic Report on Indian Wood Panel Industry: The "Compliance Moat" Supercycle and more

In this briefing: Thematic Report on Indian Wood Panel Industry: The "Compliance Moat" Supercycle Aequs IPO: Strong Backlog, Weak Margins — An Operating-Leverage Re-Rating Story Primer: Castrol India (CSTRL IN) - Dec 2025 Primer: Repco Home Finance (REPCO IN) - Dec 2025 Primer: Ambika Cotton Mills (ACML IN) - Dec 2025 1. Thematic Report on Indian Wood Panel Industry: The "Compliance Moat" Supercycle The full enforcement of Bureau of Indian Standards (BIS) Quality Control Orders (QCO) has triggered a supply shock, collapsing wood panel imports by 90% as of late 2025. This creates an immediate INR3,000+ crore revenue vacuum . Combined with a K-shaped real estate recovery favoring premium homes, demand is shifting from unorganized sector (70% share) to compliant listed leaders. The industry is transitioning from a fragmented, low-entry-barrier market into a compliance-driven oligopoly . Organized leaders with scale, certification, and capital efficiency are positioned to capture disproportionate value. 2.

Brief Finance: Japanese Banks – 2026 High Conviction Ideas and more

In this briefing: Japanese Banks – 2026 High Conviction Ideas NB Private Equity Partners (NBPE): 2025 CMD: good returns from low-risk PE model Partners Group Private Equity — Strong exits may trigger sizeable buybacks Primer: Repco Home Finance (REPCO IN) - Dec 2025 Chubb Insurance Pre-IPO Tearsheet 1. Japanese Banks – 2026 High Conviction Ideas Our key themes for Japanese banks in 2026 are top line growth due to a hawkish BoJ and the potential for shareholder value creation through cross-holding disposals In the big caps, we stick with Resona Holdings as our top pick for its strong gearing to rising interest rates and its relatively high equity cross-holdings to market value Our top mid-caps picks are Iyogin Holdings and Hokuhoku, both of which are well positioned to benefit from higher interest rates and also have healthy cross-holdings relative to market value 2. NB Private Equity Partners (NBPE): 2025 CMD: good returns from low-risk PE model NBPE’s key takeaways from its 2025 Capital Markets day were i) high-quality portfolio (strong underlying operating performance, particularly among larger positions), ii) well positioned for improving exits (mature portfolio with a number of exit-ready companies), iii) balance sheet strength (flexibility to increase investment in attractive new opportunities in addition to returning capital to shareholders, iv) optimal access via co-investments (NB’s differentiated co-investment platform provides efficient access to attractive opportunities alongside high-quality managers), and v) attractive investment pipeline (focus on mid-life co-investments providing exposure to companies already in the value-creation phase). 3.

Brief Finance: NB Private Equity Partners (NBPE): 2025 CMD: good returns from low-risk PE model and more

In this briefing: NB Private Equity Partners (NBPE): 2025 CMD: good returns from low-risk PE model Partners Group Private Equity — Strong exits may trigger sizeable buybacks Primer: Repco Home Finance (REPCO IN) - Dec 2025 Chubb Insurance Pre-IPO Tearsheet Primer: KakaoBank (323410 KS) - Dec 2025 1. NB Private Equity Partners (NBPE): 2025 CMD: good returns from low-risk PE model NBPE’s key takeaways from its 2025 Capital Markets day were i) high-quality portfolio (strong underlying operating performance, particularly among larger positions), ii) well positioned for improving exits (mature portfolio with a number of exit-ready companies), iii) balance sheet strength (flexibility to increase investment in attractive new opportunities in addition to returning capital to shareholders, iv) optimal access via co-investments (NB’s differentiated co-investment platform provides efficient access to attractive opportunities alongside high-quality managers), and v) attractive investment pipeline (focus on mid-life co-investments providing exposure to companies already in the value-creation phase). 2.

Brief Finance: Partners Group Private Equity — Strong exits may trigger sizeable buybacks and more

In this briefing: Partners Group Private Equity — Strong exits may trigger sizeable buybacks Primer: Repco Home Finance (REPCO IN) - Dec 2025 Chubb Insurance Pre-IPO Tearsheet Primer: KakaoBank (323410 KS) - Dec 2025 NIFTY200 Momentum30 Index Rebalance Preview: 64% One-Way Turnover & US$1.8bn Trade 1. Partners Group Private Equity — Strong exits may trigger sizeable buybacks Partners Group Private Equity Limited (PEY) continues its strong exit activity with €65.4m in distributions in the first nine months of 2025 (9M25) and a further 22% of its end-September 2025 NAV in agreed sales processes. Another 11% of NAV is in listed holdings, which gradually will be sold off. Overall, PEY’s manager expects c €200m in proceeds in both FY25 and FY26, which would bring its exit activity closer to the historical average of 21% of opening NAV per year and which bodes well for its share buybacks. PEY posted a 2.1% NAV total return (TR) in Q325 (supported by a 2.6pp impact from changes in portfolio value), which partly offset the (largely fx-driven) 5.7% NAV TR decline in H125.

Brief Equities Bottom-Up: Sinopharm Group (1099 HK) – Downgrade to a Sell and more

In this briefing: Sinopharm Group (1099 HK) – Downgrade to a Sell Aequs IPO: Strong Backlog, Weak Margins — An Operating-Leverage Re-Rating Story Primer: Castrol India (CSTRL IN) - Dec 2025 Primer: Repco Home Finance (REPCO IN) - Dec 2025 Primer: Ambika Cotton Mills (ACML IN) - Dec 2025 1. Sinopharm Group (1099 HK) – Downgrade to a Sell We expected growth to improve, however, on the contrary growth has slowed, and there seem to be limited short to medium term positive catalysts. Pricing pressure is still a problem, and competition is intense especially in the fragmented medical device market. Given the relatively low growth outlook, and the fact that Sinopharm is largely a distribution model, we see limited opportunity for the company to re-rate from the current level. 2. Aequs IPO: Strong Backlog, Weak Margins — An Operating-Leverage Re-Rating Story Aequs has a strong integrated aerospace ecosystem and deep OEM ties, but consolidated margins remain weak due to low overseas utilisation and losses in the consumer vertical.

Brief India: Aequs IPO: Strong Backlog, Weak Margins — An Operating-Leverage Re-Rating Story and more

In this briefing: Aequs IPO: Strong Backlog, Weak Margins — An Operating-Leverage Re-Rating Story Primer: Castrol India (CSTRL IN) - Dec 2025 Primer: Repco Home Finance (REPCO IN) - Dec 2025 Primer: Ambika Cotton Mills (ACML IN) - Dec 2025 Primer: Kse Ltd (KRSE IN) - Dec 2025 1. Aequs IPO: Strong Backlog, Weak Margins — An Operating-Leverage Re-Rating Story Aequs has a strong integrated aerospace ecosystem and deep OEM ties, but consolidated margins remain weak due to low overseas utilisation and losses in the consumer vertical. A robust ₹4,200–4,500 Cr aerospace backlog and India cluster scale provide visibility, but working-capital stretch and customer concentration elevate execution risk. View: Operating-Leverage story; valuation upside (₹180–200) requires utilisation lift and margin recovery. OFS-heavy structure and promoter dilution temper near-term sentiment. 2. Primer: Castrol India (CSTRL IN) - Dec 2025 Castrol India stands as a leading player in the Indian lubricant market, commanding a significant market share of approximately 20-22% driven by its powerful brand equity, extensive distribution network, and technological prowess inherited from its parent company, BP.

Repco Home Finance Ltd. is a housing finance company, which engages in the provision of loans for acquisition and construction of residential property. Its products include dream home, rural home, plot, prosperity, super, and home makeover loans. The company was founded on April 4, 2000 and is headquartered in Chennai, India.

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