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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 trending as traders debate the outcome of its invite-only Cybercab launch, with many interpreting the lack of a public livestream and limited real-time updates as a sign of a "sell-the-news" event. While some investors remain bullish on the long-term potential of the company's autonomous strategy, others express frustration over the secrecy and are positioning for potential volatility.

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 Athletica shares are under significant pressure following second-quarter results that missed revenue expectations and a downward revision to full-year guidance, driven by weakened demand and product-related headwinds in North America. Investors are reacting to the poor outlook and ongoing brand challenges, with much of the discussion focused on the stock's sharp decline as Michael Burry remains a prominent, albeit controversial, figure for continuing to hold the position.

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

The community is debating the stock's valuation, frequently highlighting a perceived disconnect between the company's strong AI-related fundamental data and its recent price performance. Traders are divided between those anticipating a short squeeze due to high short interest and undervaluation, and those expressing skepticism over governance concerns and a lack of immediate catalysts to drive the price higher.

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 conversation surrounding the ticker is highly fragmented, consisting almost entirely of inflammatory political discourse, personal attacks, and non-financial memes rather than substantive analysis of the company's financial performance or business operations. Traders are primarily focused on broader geopolitical issues, the current presidential administration's policies, and social grievances, with no consensus or market-related catalyst driving the discussion.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending as traders speculate on potential catalysts including upcoming earnings, the conclusion of the company's bond-related share unwind, and ongoing discussions regarding its eBay stake and cash reserves. While some participants express frustration with the stock's recent price action and management's strategy, others remain bullish, drawing parallels to past meme stock movements and anticipating a short squeeze.

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 shares experienced significant volatility following a second-quarter report that featured a revenue beat and raised guidance, yet left investors divided over the company's growth acceleration in agentic AI. While many traders viewed the post-earnings price swings as institutional manipulation or a strategic buying opportunity, others remain skeptical about the firm's valuation and the actual impact of its AI products on near-term growth.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscaler is experiencing high volatility as traders react to a double beat and raised full-year guidance, though concerns regarding decelerating revenue growth and slowing high-value customer acquisition persist. While retail sentiment remains bullish with many viewing the dip as a buying opportunity, institutional investors and analysts are debating the company's valuation against cybersecurity peers.

Onyx is an infrastructure for a multi-asset, scalable, and cryptographically secure ledger. Onyx functions as a blockchain-based technology that enhances financial ecosystems by enabling a more efficient and interconnected economy, with a mission to develop cryptographic ledgers that optimize security, scalability, and usability. XCN is native to the Onyx XCN Ledger Blockchain as well as the Onyx Goliath Blockchain. XCN is also used as an ERC-20 token for Staking and Governance.

Onyxcoin

Onyxcoin is trending following its recent listing on the Upbit exchange, which triggered a significant spike in trading volume and renewed interest from traders. While some investors view the listing as a positive catalyst for institutional adoption and price recovery, others remain skeptical, citing historical pump-and-dump patterns and long-term concerns regarding project management.

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 attracting attention following a positive earnings report that exceeded revenue and profit expectations, with traders highlighting the company's shift toward cash-flow positive operations and the launch of new AI-driven product features. Despite these gains, debate persists regarding the stock's long-term sustainability as some market participants remain skeptical of its competitive position in the software sector and continue to watch for further insider accumulation.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is seeing upward momentum as traders monitor key technical levels near $81,000, with many debating whether the current price action signals a sustained bull market or a temporary bull trap. The conversation is heavily influenced by anticipation surrounding upcoming U.S. employment data and the potential impact of the proposed Clarity Act on market liquidity.

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Redington shares shot up 11.5% after this Apple report on iPhone making in India

Redington share price rose 11.6% to ₹259.30, ending a five-day decline. The surge follows a report of a 53% increase in iPhone production in India, with Apple producing 55 million units in 2025, enhancing Redington's role as a key distributor in the Indian market.

Brief India: ITC - Is It Time for Contrarian Investors to Enter? and more

In this briefing: ITC - Is It Time for Contrarian Investors to Enter? 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 1. ITC - Is It Time for Contrarian Investors to Enter? ITC's share prices collapsed on 1st-Jan following a larger-than-expected indirect tax hike on Cigarettes in India. The changes translate to a 20-50% increase in MRP, potentially aiding illicit Cigarette trade. We present data on how ITC's Cigarette business has performed well despite regular tax hikes and how steep hikes followed by a stable taxation envrionment benefits in the long term. At CMP, stock is attractive at 20x Cigarette profits alone (peers trade at 25x), offering FMCG and agri business (worth 40/share) + 50k crores in cash/listed investments (40/share) as buffer. 2. 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.

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: India : Making the Best of the US Trade Deal and more

In this briefing: 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 Pitti Engineering Ltd. - Steady Volume Growth Validates Future Earnings Visibility 1. 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. The US deal offers a window to build export momentum and expand manufacturing, that India should capitalize to the best of its ability. More importantly, New Delhi should use the breathing space afforded by the truce with the Washington to focus on the long-term reforms required to lift the economy. 2. HDB Financial Services Ltd: The High-Yield Engine of the HDFC Ecosystem HDB Financial Services Ltd (0117739D IN) operates a nationwide network of 1,744 branches, leveraging its HDFC Limited (HDFC IN) backing to serve 22 million underserved aspirational retail and MSME customers.

Brief India: HDB Financial Services Ltd: The High-Yield Engine of the HDFC Ecosystem and more

In this briefing: 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 Pitti Engineering Ltd. - Steady Volume Growth Validates Future Earnings Visibility VA Tech Wabag Ltd - Healthy Order Inflows Sustain Growth Outlook; Maintain BUY 1. HDB Financial Services Ltd: The High-Yield Engine of the HDFC Ecosystem HDB Financial Services Ltd (0117739D IN) operates a nationwide network of 1,744 branches, leveraging its HDFC Limited (HDFC IN) backing to serve 22 million underserved aspirational retail and MSME customers. Strong growth is powered by a surging high-yield consumer segment and expanded margins following the strategic 125 bps repo rate cuts that reduced borrowing costs. Management anticipates reaching an 18-20% AUM growth target by scaling digital-first lending and expanding secured gold loan portfolios while maintaining resilient margins and asset quality. 2.

Brief Growth Ideas: TAC Index Weekly Air Cargo Bulletin 09.FEBRUARY.2026 and more

In this briefing: TAC Index Weekly Air Cargo Bulletin 09.FEBRUARY.2026 Primer: Greencross Ltd (GXL AU) - Feb 2026 Aequitas: COSMOPlat IoT Technology Pre-IPO Tearsheet Part IV — Expanding Trade Access Reshapes China–Africa Rubber Chain Flows Primer: Redington India (REDI IN) - Feb 2026 1. TAC Index Weekly Air Cargo Bulletin 09.FEBRUARY.2026 Global air freight rates were little changed overall in the week to February 9 according to the latest data from TAC Index, the leading price reporting agency for air freight markets. The global Baltic Air Freight Index (BAI00) calculated by TAC was slightly lower by -0.5% over the last seven days, leaving it narrowly lower at -0.8% year-on-year – with the rising trend of the previous week in the runup to Chinese New Year gradually petering out as the regional holiday period approached. Rates on the busiest lanes out of China were little changed overall WoW – slightly higher to Europe and slightly lower to the US, but still ahead in both directions YoY. 2.

Brief Growth Ideas: Primer: Greencross Ltd (GXL AU) - Feb 2026 and more

In this briefing: Primer: Greencross Ltd (GXL AU) - Feb 2026 Aequitas: COSMOPlat IoT Technology Pre-IPO Tearsheet Part IV — Expanding Trade Access Reshapes China–Africa Rubber Chain Flows Primer: Redington India (REDI IN) - Feb 2026 Primer: New Ruipeng Pet Group (RPET US) - Feb 2026 1. Primer: Greencross Ltd (GXL AU) - Feb 2026 Integrated Pet Care Leader Poised for Public Market Return: Greencross Ltd stands as Australia's largest integrated pet care provider, combining a significant retail footprint through its Petbarn and City Farmers brands with a comprehensive network of veterinary services under Greencross Vets. This integrated model creates a powerful ecosystem, driving cross-selling opportunities and customer loyalty. After being taken private by TPG Capital in 2019, the company is reportedly preparing for a return to the ASX in 2026 with an anticipated valuation exceeding A$4 billion, signaling a new phase of growth. Strong Industry Tailwinds and Resilient Demand: The Australian pet care market is experiencing robust growth, underpinned by the enduring trend of pet humanization, rising pet ownership, and increased spending on premium products and healthcare services.

Brief Growth Ideas: Aequitas: COSMOPlat IoT Technology Pre-IPO Tearsheet and more

In this briefing: Aequitas: COSMOPlat IoT Technology Pre-IPO Tearsheet Part IV — Expanding Trade Access Reshapes China–Africa Rubber Chain Flows Primer: Redington India (REDI IN) - Feb 2026 Primer: New Ruipeng Pet Group (RPET US) - Feb 2026 Aequitas: Anker Innovations Technology A/H Listing - Building a Global Brand 1. Aequitas: COSMOPlat IoT Technology Pre-IPO Tearsheet COSMOPlat IOT Technology Ltd (1729890D CH) (COSMO) plans to raise around US$500m in its upcoming Hong Kong IPO. The deal will be run by CICC and HSBC. COSMO is a leading industrial intelligence provider in China, offering data intelligence and IoT solutions that connect machines, collect and analyze data, and help manufacturers improve efficiency, quality and decisions. As per Frost & Sullivan, COSMO ranked first in China’s platform based industrial data intelligence solutions market by FY24 revenue. 2. Part IV — Expanding Trade Access Reshapes China–Africa Rubber Chain Flows Highlights • Zero-tariff framework strengthens Africa’s upstream role in China • Trade architecture supports sourcing before manufacturing migration • Policy alignment may reshape future tire investment geography • For now, Africa’s role within China’s tire economy is becoming clearer: not a uniform factory floor, but a strategically differentiated partner — supplying raw materials, hosting selective manufacturing hubs, and increasingly embedded in long-term supply security planning. 3.

Brief Equities Bottom-Up: Vista Group The Curtain Rises On 2026s First Act and more

In this briefing: Vista Group The Curtain Rises On 2026s First Act Ryman Healthcare Ensuring History Doesn’t RYM Briscoe Group 4Q26 Trading Update—Cost Control Treasure Chest: WiseTech Global Primer: Redington India (REDI IN) - Feb 2026 1. Vista Group The Curtain Rises On 2026s First Act As reported in our 19 January 2026 Technology Digest (Edition 13—Tech Falls out of Sync with Markets), December 2025 US box office receipts came in modestly below the prior year, leaving FY25 only marginally ahead (+1%) of 2024 at US$8.7bn and below the domestic take likely embedded in Vista Group’s (VGL) estimates. The absence of any VGL update since the balance date on key milestones reiterated at a 25 November 2025 presentation—including the conversion of a large enterprise customer needed to meet its Cloud and Digital site target and the guided FY25 revenue range—has likely contributed to investor unease. Looking ahead, January 2026 US box office revenues opened the year on a firmer footing (+8% year-on-year), and the slate for 2026 looks meaningfully stronger than 2025, even as structural ticket volume trends remain lacklustre. 2.

Brief Equities Bottom-Up: Ryman Healthcare Ensuring History Doesn’t RYM and more

In this briefing: Ryman Healthcare Ensuring History Doesn’t RYM Briscoe Group 4Q26 Trading Update—Cost Control Treasure Chest: WiseTech Global Primer: Redington India (REDI IN) - Feb 2026 Primer: New Ruipeng Pet Group (RPET US) - Feb 2026 1. Ryman Healthcare Ensuring History Doesn’t RYM Ryman Healthcare’s (RYM) 2026 investor day delivered voluminously on detail, but ultimately reinforced rather than reshaped our overarching investment view. The day focussed on RYM’s plans to improve cash generation and returns from its existing asset base, while delivering disciplined organic growth. However, the day stopped short of articulating a clear pathway to material near-term upside from current valuation levels. 2. Briscoe Group 4Q26 Trading Update—Cost Control BGP’s 4Q26 trading update was better than expected, with its revised FY26 NPAT guidance range of NZ$59m–NZ$60m, +2% ahead of our prior expectations. The impact on BGP’s bottom line was insulated through solid cost control, as 2H26 opex fell -4% on the prior year.

Redington Ltd. provision of machinery, equipment and supplies. It includes computers, computer peripheral equipment, software, electronic, and telecommunications equipment and parts. It operates through the India, and Overseas segments. The company was founded by Ramanathan Srinivasan on May 2, 1961 and is headquartered in Chennai, India.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	6.70	--	--	N/A
Q1 '26	5.00	--	--	N/A
Q4 '25	5.45	--	--	N/A
Q3 '25	5.60	--	--	N/A
Q2 '25	4.50	5.00	11.11%	BEAT

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REDINGTON.NSE Earnings

Upcoming Earnings: Q2 '26

Historical Earnings