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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 high volatility following a revenue beat and raised full-year guidance, with traders debating whether the results show enough momentum to support the recent sharp rally or if valuation and narrowing margins remain headwinds. Sentiment is sharply divided between bulls expecting a short squeeze due to high short interest and skeptics who view the performance as insufficient to justify its current price levels.

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 shares are trending sharply lower following disappointing second-quarter results, a downward revision to full-year guidance, and concerns regarding slowing traffic and inconsistent product performance. While some traders are attempting to buy the dip, pointing to the company's clean balance sheet and the upcoming arrival of a new CEO, many others are expressing skepticism about a near-term turnaround, citing increased competition and a decline in brand heat.

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 facing retail skepticism and downward price pressure following its Cybercab launch event, which drew criticism for its lack of a public livestream and limited disclosure regarding deployment details. The conversation is dominated by debates over the event's execution, regulatory concerns from the NHTSA, and skepticism regarding the scalability and profitability of the robotaxi business.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending as investors react to a newly expanded AI infrastructure deal with Hewlett Packard Enterprise, while the community remains divided over the stock's valuation and volatility ahead of upcoming earnings. While many retail traders are bullish on the company's AI backlog and potential for a short squeeze, some investors express caution regarding the company's debt levels and macro-related headwinds.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is trending following a record fiscal second-quarter earnings beat, where double-digit revenue growth and surprise profitability in defense and intelligence sectors drove positive sentiment. While traders have expressed frustration over recent volatility and concerns regarding Q3 guidance, many are focused on the company's strong contract pipeline and its long-term potential as a defense and AI infrastructure play.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is receiving attention as investors react to the appointment of Anil Chakravarthy as the new CEO, effective December 1, following the announcement of Shantanu Narayen's transition to executive chair. Market participants are divided on the transition, with some expressing optimism about internal continuity while others voice concern over the timing and the potential impact of competitive pressures in the AI landscape.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is trending as traders speculate on the company's potential inclusion in the S&P 500 during the upcoming rebalancing, which is driving significant interest despite recent volatility. The community remains divided between those viewing the current price as a buying opportunity and those concerned by broader downward trends in the AI connectivity sector.

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 investors weigh strong fiscal fourth-quarter results and positive analyst outlooks against concerns regarding decelerating revenue growth and conservative guidance. The community remains divided, with many traders viewing the stock as undervalued despite recent price target hikes, while others express frustration over the stock's sluggish performance relative to its cybersecurity peers.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is trending following reports that some Chinese suppliers are halting rare earth shipments to U.S. customers due to geopolitical tensions. While investors are debating the long-term potential of the company's domestic supply chain and its acquisition of Serra Verde Group, sentiment remains highly volatile as market participants react to recent earnings and institutional positioning.

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 trending as investors debate the cause of a sharp sell-off, with many traders viewing the stock as significantly oversold following recent earnings results and speculating that the decline is driven by algorithmic selling or market maker manipulation rather than poor fundamentals. While some express frustration with the volatility, others are aggressively buying the dip, citing strong long-term growth prospects in the AI connectivity sector.

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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 India: 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 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 Aequitas: Raajmarg InvIT IPO - Stable Assets in a Small Portfolio, but Limited Immediate Appeal 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.

Brief USA: Primer: Century Aluminum Company (CENX US) - Mar 2026 and more

In this briefing: Primer: Century Aluminum Company (CENX US) - Mar 2026 The Market Is Saying That the World Needs the Strait of Hormuz Reopened, Not an IEA Stock Release Telegram X TON: How to Build a Business that Brings Digital Freedom and Privacy to 1 Billion Users SaaSpocalypse Now. Are We Done Already? Sharp Surge in Memory Chip Prices: 2 Smallcap Indian Benficiaries 1. Primer: Century Aluminum Company (CENX US) - Mar 2026 Century Aluminum is strategically positioned as a key U.S. domestic producer, set to benefit from favorable trade policies and growing demand for aluminum in high-growth sectors like electric vehicles and renewable energy. The company's financial performance is highly leveraged to volatile aluminum and energy prices, creating significant earnings uncertainty. However, recent results show strong top-line growth driven by pricing power, particularly the U.S. Midwest Premium. Future growth is contingent on the successful execution of major capital projects, including the restart of idled capacity at its Mt.

Brief USA: The Market Is Saying That the World Needs the Strait of Hormuz Reopened, Not an IEA Stock Release and more

In this briefing: The Market Is Saying That the World Needs the Strait of Hormuz Reopened, Not an IEA Stock Release Telegram X TON: How to Build a Business that Brings Digital Freedom and Privacy to 1 Billion Users SaaSpocalypse Now. Are We Done Already? Sharp Surge in Memory Chip Prices: 2 Smallcap Indian Benficiaries CX Daily: Hidden Dangers Loom Behind China’s Wildlife Feeding Craze 1. The Market Is Saying That the World Needs the Strait of Hormuz Reopened, Not an IEA Stock Release In typical market behavior we all have seen over the years, the IEA stock release had been more than discounted by the market. Market participants are still willing to buy unless they see the Strait of Hormuz reopened and remain reopened. We will suggest that the prompt NYMEX crude oil contract will not return to near-$120 per barrel, since in our view the last $40-odd dollars largely represented short covering. 2. Telegram X TON: How to Build a Business that Brings Digital Freedom and Privacy to 1 Billion Users Our fourth research piece on TON and Telegram focuses on how they protect digital freedom and privacy at scale, contrasting with the dominant internet business model that commodifies user data for ad sales.

Brief India: LPG Crisis Proxy Play: How Middle Eastern War Opens Opportunity in India's Induction Industry and more

In this briefing: 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 Aequitas: Raajmarg InvIT IPO - Stable Assets in a Small Portfolio, but Limited Immediate Appeal InterGlobe Aviation- Turbulence Beyond Operations 1. LPG Crisis Proxy Play: How Middle Eastern War Opens Opportunity in India's Induction Industry Strait of Hormuz disruptions choked India's LPG imports, triggering a 20x demand spike for induction cooktops across e-commerce and quick-commerce platforms overnight. TTK Prestige (TTKPT IN) , Stove Kraft (STOVEKRA IN) , and Butterfly Gandhimathi Appliances (BGAL IN) surged 14-17% ; their moats lie in brand depth, distribution scale, and complete cooking ecosystems. Even if LPG normalises quickly, we expect 30-40% of first-time induction buyers likely retain usage, pulling forward 2 years of structural volume growth. 2. SaaSpocalypse Now.

Brief Growth Ideas: Aequitas: PayPay IPO Trading - Valuations Digestible, Sentiment Suffering and more

In this briefing: Aequitas: PayPay IPO Trading - Valuations Digestible, Sentiment Suffering Aequitas: Delton Technology A/H Listing - Wide A/H Premium and Cheaper than International Peers Primer: adidas (ADDYY US) - Mar 2026 Sharp Surge in Memory Chip Prices: 2 Smallcap Indian Benficiaries Aequitas: Raajmarg InvIT IPO - Stable Assets in a Small Portfolio, but Limited Immediate Appeal 1. Aequitas: PayPay IPO Trading - Valuations Digestible, Sentiment Suffering PayPay (PAYP US) , a payments and financial services platform, raised around US$880m in its US IPO after pricing below the range. PP operates a digital finance platform that serves as a payment solution for users and merchants, along with offering additional services. We have looked at its past performance and valuations in our earlier notes. In this note, we talk about the trading dynamics. 2. Aequitas: Delton Technology A/H Listing - Wide A/H Premium and Cheaper than International Peers Delton Technology (1989 HK) is looking to raise up to US$420m in its upcoming Hong Kong IPO.

Brief Growth Ideas: Aequitas: Delton Technology A/H Listing - Wide A/H Premium and Cheaper than International Peers and more

In this briefing: Aequitas: Delton Technology A/H Listing - Wide A/H Premium and Cheaper than International Peers Primer: adidas (ADDYY US) - Mar 2026 Sharp Surge in Memory Chip Prices: 2 Smallcap Indian Benficiaries Aequitas: Raajmarg InvIT IPO - Stable Assets in a Small Portfolio, but Limited Immediate Appeal Suzhou Genhouse Bio (勤浩医药) Pre-IPO: Moderate Innovation, Capped by Combination Economics 1. Aequitas: Delton Technology A/H Listing - Wide A/H Premium and Cheaper than International Peers Delton Technology (1989 HK) is looking to raise up to US$420m in its upcoming Hong Kong IPO. It is a leading manufacturer of customized printed circuit boards (PCBs) for high performance servers and other computing applications. In this note, we examine the IPO dynamics, and look at the firm’s valuation. 2. Primer: adidas (ADDYY US) - Mar 2026 Adidas is in a turnaround phase under CEO Bjørn Gulden, who took over in January 2023, with a focus on product innovation, strengthening wholesale partnerships, and improving profitability after a challenging period.

Brief India: SaaSpocalypse Now. Are We Done Already? and more

In this briefing: SaaSpocalypse Now. Are We Done Already? Sharp Surge in Memory Chip Prices: 2 Smallcap Indian Benficiaries Aequitas: Raajmarg InvIT IPO - Stable Assets in a Small Portfolio, but Limited Immediate Appeal InterGlobe Aviation- Turbulence Beyond Operations Primer: Gateway Distriparks (GDPL IN) - Mar 2026 1. SaaSpocalypse Now. Are We Done Already? From its all time high of ~$118 back in September 2025, IGV, the iShares Expanded Tech-Software Sector ETF, is currently down ~26% Despite the Saaspocalypse, SaaS earnings and outlook have rarely looked better. The issue isn't that AI can replace SaaS, it's the risk that SaaS per seat pricing models will fall apart in an agent-centric world. 2. Sharp Surge in Memory Chip Prices: 2 Smallcap Indian Benficiaries AI-Driven demand for High Bandwidth Memory (HBM) has triggered a global DRAM supercycle, with prices rising over 170% year-on-year by late 2025. Indian listed distributors Rashi Peripherals (RPTECH IN) and GNG Electronics- one riding pre-buy inventory demand, the other benefiting from structural cost tailwinds in refurbishment.

Brief USA: SaaSpocalypse Now. Are We Done Already? and more

In this briefing: SaaSpocalypse Now. Are We Done Already? Sharp Surge in Memory Chip Prices: 2 Smallcap Indian Benficiaries CX Daily: Hidden Dangers Loom Behind China’s Wildlife Feeding Craze Oil futures: Crude higher despite IEA strategic stocks release plan Primer: Italic - 11 Mar 2026 1. SaaSpocalypse Now. Are We Done Already? From its all time high of ~$118 back in September 2025, IGV, the iShares Expanded Tech-Software Sector ETF, is currently down ~26% Despite the Saaspocalypse, SaaS earnings and outlook have rarely looked better. The issue isn't that AI can replace SaaS, it's the risk that SaaS per seat pricing models will fall apart in an agent-centric world. 2. Sharp Surge in Memory Chip Prices: 2 Smallcap Indian Benficiaries AI-Driven demand for High Bandwidth Memory (HBM) has triggered a global DRAM supercycle, with prices rising over 170% year-on-year by late 2025. Indian listed distributors Rashi Peripherals (RPTECH IN) and GNG Electronics- one riding pre-buy inventory demand, the other benefiting from structural cost tailwinds in refurbishment.

Brief Growth Ideas: Sharp Surge in Memory Chip Prices: 2 Smallcap Indian Benficiaries and more

In this briefing: Sharp Surge in Memory Chip Prices: 2 Smallcap Indian Benficiaries Aequitas: Raajmarg InvIT IPO - Stable Assets in a Small Portfolio, but Limited Immediate Appeal Suzhou Genhouse Bio (勤浩医药) Pre-IPO: Moderate Innovation, Capped by Combination Economics Primer: Gateway Distriparks (GDPL IN) - Mar 2026 Aequitas: Ringpai Vet Hospital Pre-IPO- The Negatives- Supplier Concentration in a Fragmented Market 1. Sharp Surge in Memory Chip Prices: 2 Smallcap Indian Benficiaries AI-Driven demand for High Bandwidth Memory (HBM) has triggered a global DRAM supercycle, with prices rising over 170% year-on-year by late 2025. Indian listed distributors Rashi Peripherals (RPTECH IN) and GNG Electronics- one riding pre-buy inventory demand, the other benefiting from structural cost tailwinds in refurbishment. Government is also pushing chip manufacturing in India by introducing India Semiconductor Mission (ISM), backed by INR 1.8 lakh crore as incentives. 2. Aequitas: Raajmarg InvIT IPO - Stable Assets in a Small Portfolio, but Limited Immediate Appeal Raajmarg Infra Investment Trust (RIIT IN) is planning to raise about US$652m through its India IPO.

Rashi Peripherals Ltd. engages in the provision of information and communication technology solutions. It operates in a single segment namely Computer Systems, Software and Peripherals, Mobiles, and Cloud Services.. The company was founded by Krishna Kumar Choudhary and Suresh Kumar Pansari in 1989 and is headquartered in Mumbai, India.

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