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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 debate the company's valuation, upcoming earnings expectations, and the impact of recent bond and share conversions on its balance sheet. While some participants express frustration over price stagnation and call for strategic announcements, others maintain a bullish outlook based on the firm's cash position and eBay investment.

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 plummeted after the company reported disappointing quarterly results and slashed its full-year outlook, citing weakened North American demand and inconsistent performance from new product launches. The community is sharply divided, with some investors debating the potential for a turnaround under new leadership, while others view the stock as a 'falling knife' and express frustration over the brand's perceived loss of quality and market relevance.

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 strong second-quarter results, where the company exceeded revenue and earnings expectations. While some traders expressed concern over weaker third-quarter guidance and SpaceX's constrained launch capacity, the broader sentiment remains extremely bullish on the company's backlog and its leadership in geospatial intelligence.

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 shares are trending as traders debate the company's invite-only Cybercab launch event, with sentiment divided between enthusiasm for the potential autonomous future and skepticism regarding the lack of a public livestream and potential regulatory hurdles. Many participants are expressing caution, citing a history of 'sell-the-news' price action surrounding company events.

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 trended heavily around its quarterly earnings release, which featured a headline revenue beat and raised full-year guidance that fueled intense debate over the company's growth trajectory and agentic AI strategy. While bullish traders highlighted strong fundamentals and the potential for a short squeeze, skeptics expressed concern over margin compression and limited growth acceleration, leading to high volatility and significant disagreement on whether the results justify a long-term re-rating.

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 trending following its fiscal fourth-quarter earnings report, where a double beat and raised guidance for the upcoming fiscal year were met with mixed reactions. While many traders highlight strong demand for AI-driven security and a solid report, some express concerns over decelerating growth and high-value customer acquisition trends, leading to post-earnings price volatility.

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 experiencing downward price pressure following the announcement of Anil Chakravarthy as the next CEO, with community discussion split between those viewing the internal hire as a stabilizing move for continuity and others interpreting it as a failure to attract external leadership. Traders remain cautious, weighing the leadership transition against lingering investor concerns over generative AI competition and broader software sector volatility.

Victoria's Secret & Co. operates as a lingerie, clothing and beauty retailer. It offers bras, panties, lingerie, sleepwear, apparel, sport and swim apparel, and beauty products. The company was founded in 1963 and is headquartered in Reynoldsburg, OH.

Victoria`s Secret & Co

Victoria's Secret shares experienced a sharp decline following the company's fiscal second-quarter results, which fell short of analyst revenue expectations despite a profit beat and raised full-year guidance. While some traders view the pullback as a potential buying opportunity, sentiment remains divided between those betting on the company's turnaround efforts and others skeptical of the brand's long-term growth prospects.

Ciena Corp. is a network technology company, which engages in the provision of hardware, software, and services to network operators, as well as enabling enhanced network capacity, service delivery, and automation. It operates through the following segments: Networking Platforms, Platform Software and Services, Blue Planet Automation Software and Services, and Global Services. The Networking Platforms segment consists of converged packet optical and packet networking portfolios. The Platform Software and Services segment provides analytics, data, and planning tools to assist customers in managing its networking platforms products. The Blue Planet Automation Software and Services segment enables customers to implement large-scale software and IT-led OSS transformations by transforming legacy networks into service ready networks. The Global Services segment offers a broad suite of value-added services. The company was founded by Patrick H. Nettles and Kevin Brian Kimberlin in 1992 and is headquartered in Hanover, MD.

CIENA Corp.

CIENA Corp. is experiencing a significant pullback following its latest quarterly report, with the stock price dropping double digits despite beating earnings expectations. The primary community conversation centers on disappointment over the market's negative reaction to the strong results, with many traders debating whether this is a temporary profit-taking event or a sign of a broader valuation reset after the stock's massive rally over the past year.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshire Hathaway is trending following its Q2 financial results, which revealed that the company has reversed a long-standing trend of net equity selling to become a net buyer of stocks, notably increasing its position in Alphabet. Traders are debating the significance of this shift in capital allocation under CEO Greg Abel, with some viewing it as a positive sign of market confidence while others express skepticism over the timing of these investments given current market valuations.

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Brief India: India: CA Surplus Likely Despite US Tariffs; Tame Inflation Allows More Rate Cuts and more

In this briefing: India: CA Surplus Likely Despite US Tariffs; Tame Inflation Allows More Rate Cuts Quiddity Leaderboard NIFTY Mar26: Five Changes and US$367mn One-Way Flow NIFTY Next 50 Lucror Analytics - Morning Views Asia Pick of the Week: DOMS Industries - 24th January, 2026 HSIE Results Daily: Dr Reddy’s Laboratories, Supreme Industries, Dalmia Bharat, Gujarat Gas... 1. India: CA Surplus Likely Despite US Tariffs; Tame Inflation Allows More Rate Cuts Merchandise exports grew 3.1%YoY in Oct-Dec'25 despite Trump's 50% tariffs, but imports grew 7.8%YoY. The Apr-Dec'25 goods deficit rose 10.8%YoY, but the services surplus for Apr-Nov'25 expanded 17%YoY. Our estimated CAD for Apr-Dec'25 is US$6bn (0.2% of GDP). Even with a smaller Jan-Mar surplus than last year's US$13.4bn, we expect a FY26 current account surplus (0.1% of GDP). CPI inflation averaged 0.9%YoY in Oct-Dec'25, and will likely average 2%YoY in Jan-Mar'26 (vs RBI forecast of 2.9%YoY). We expect another 50bp of cuts by Jun'26, to a 4.75% repo-rate. 2.

Brief India: Quiddity Leaderboard NIFTY Mar26: Five Changes and US$367mn One-Way Flow NIFTY Next 50 and more

In this briefing: Quiddity Leaderboard NIFTY Mar26: Five Changes and US$367mn One-Way Flow NIFTY Next 50 Lucror Analytics - Morning Views Asia Pick of the Week: DOMS Industries - 24th January, 2026 HSIE Results Daily: Dr Reddy’s Laboratories, Supreme Industries, Dalmia Bharat, Gujarat Gas... HSIE Results Daily: Indian Bank, Mphasis, Go Digit General Insurance, Bandhan Bank... 1. Quiddity Leaderboard NIFTY Mar26: Five Changes and US$367mn One-Way Flow NIFTY Next 50 NIFTY 50 represents the 50 largest stocks listed in the National Stock Exchange (NSE) of India and the NIFTY Next 50 index tracks the next 50 largest names. Here we take a look at the names leading the race to become ADDs/DELs for these indices during the March 2026 index rebal event. We see no changes for NIFTY 50 and five changes for NIFTY 100 (and NIFTY Next 50). 2. Lucror Analytics - Morning Views Asia In today's Morning Views publication we comment on developments of the following high yield issuers: Adani Green Energy, Jababeka, Nissan Motor, JSW Steel UST yields fell 1-2 bps on Friday, although there were no material catalysts.

Brief Growth Ideas: GAS [MARKET PERFORM -3.9%] - Higher LPG, IP Profits to Boost Growth and more

In this briefing: GAS [MARKET PERFORM -3.9%] - Higher LPG, IP Profits to Boost Growth BID - Steady Growth Amid Capital Constraints and NPL Control LX Hausys (108670 KS/Hold)Building Materials Earnings Recovery Likely to Take Time Pick of the Week: DOMS Industries - 24th January, 2026 HSIE Results Daily: Dr Reddy’s Laboratories, Supreme Industries, Dalmia Bharat, Gujarat Gas... 1. GAS [MARKET PERFORM -3.9%] - Higher LPG, IP Profits to Boost Growth We raise our target price (TP) for GAS by 29% to VND98,200/share but downgrade our rating from BUY to MARKET PERFORM as the share price has risen by 67% over the past three months. Our higher TP is mainly due to:1) an 11% higher aggregate 5-year NPAT forecast, and 2) higher target P/E multiple of 20x (vs 15.5x previously) in addition to raising the weight of the P/E method from 30% to 50% to reflect its growth cycle (projected 2026-28F NPAT CAGR of 25%). We believe gas volume bottomed out in 2025 and will double over the next five years. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Brief Growth Ideas: BID - Steady Growth Amid Capital Constraints and NPL Control and more

In this briefing: BID - Steady Growth Amid Capital Constraints and NPL Control LX Hausys (108670 KS/Hold)Building Materials Earnings Recovery Likely to Take Time Pick of the Week: DOMS Industries - 24th January, 2026 HSIE Results Daily: Dr Reddy’s Laboratories, Supreme Industries, Dalmia Bharat, Gujarat Gas... HSIE Results Daily: Indian Bank, Mphasis, Go Digit General Insurance, Bandhan Bank... 1. BID - Steady Growth Amid Capital Constraints and NPL Control We issue an updated valuation report on BID shares of the JSC Bank for Investment and Development of Vietnam, with a 12-month target price of VND 50,100, equivalent to a projected 2026F P/B multiple of 1.8x. BID is Vietnam's largest state-owned commercial bank by total assets, exceeding VND 3.25 quadrillion (approximately USD 133 billion) as of end-2025. It benefits from a low cost of funds, a comprehensive financial services ecosystem, and an extensive nationwide distribution network. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Brief Growth Ideas: LX Hausys (108670 KS/Hold)Building Materials Earnings Recovery Likely to Take Time and more

In this briefing: LX Hausys (108670 KS/Hold)Building Materials Earnings Recovery Likely to Take Time Pick of the Week: DOMS Industries - 24th January, 2026 HSIE Results Daily: Dr Reddy’s Laboratories, Supreme Industries, Dalmia Bharat, Gujarat Gas... HSIE Results Daily: Indian Bank, Mphasis, Go Digit General Insurance, Bandhan Bank... Ping An (2318 HK) - Banca Fuelling NBV Growth in Jumpstart Sales... 1. LX Hausys (108670 KS/Hold)Building Materials Earnings Recovery Likely to Take Time For 4Q25, we expect LX Hausys to report consolidated revenue of W816.3bn (-8.3% YoY) and operating profit of W11.2bn (+128.6% YoY; below the consensus of W16.7bn). Building materials earnings likely remained weak, due to: 1) a decline in B2B sales following subdued new housing presales; and 2) persistently weak profits in premium product lines (e.g., PF insulation materials, US engineered stone). By contrast, the automotive materials/industrial film division likely drove company-wide earnings growth, supported by a solid performance in automotive fabrics and a broader overseas customer base for film exports.

Brief Growth Ideas: Pick of the Week: DOMS Industries - 24th January, 2026 and more

In this briefing: Pick of the Week: DOMS Industries - 24th January, 2026 HSIE Results Daily: Dr Reddy’s Laboratories, Supreme Industries, Dalmia Bharat, Gujarat Gas... HSIE Results Daily: Indian Bank, Mphasis, Go Digit General Insurance, Bandhan Bank... Ping An (2318 HK) - Banca Fuelling NBV Growth in Jumpstart Sales... Ujjivan Small Finance Bank Ltd. - Stress Behind, Strength Ahead; Set for a Stronger FY27! 1. Pick of the Week: DOMS Industries - 24th January, 2026 DOMS is a leading name in India's stationery and art market with a portfolio of over 4,000 SKUs covering scholastic stationery, art materials, office supplies, and more. The company has approximately 11 manufacturing facilities located in Umbergaon, Gujarat, and Bari Brahma, Jammu & Kashmir. DOMS witnessed a short-term business impact during the quarter due to transitory disruptions from GST 2.0 reforms, which led to inventory clearance and deferred orders. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Brief India: Pick of the Week: DOMS Industries - 24th January, 2026 and more

In this briefing: Pick of the Week: DOMS Industries - 24th January, 2026 HSIE Results Daily: Dr Reddy’s Laboratories, Supreme Industries, Dalmia Bharat, Gujarat Gas... HSIE Results Daily: Indian Bank, Mphasis, Go Digit General Insurance, Bandhan Bank... Ujjivan Small Finance Bank Ltd. - Stress Behind, Strength Ahead; Set for a Stronger FY27! Bandhan Bank Ltd. - Credit Costs Improvement Keenly Eyed; Upgrade to BUY on Valuation Comfort 1. Pick of the Week: DOMS Industries - 24th January, 2026 DOMS is a leading name in India's stationery and art market with a portfolio of over 4,000 SKUs covering scholastic stationery, art materials, office supplies, and more. The company has approximately 11 manufacturing facilities located in Umbergaon, Gujarat, and Bari Brahma, Jammu & Kashmir. DOMS witnessed a short-term business impact during the quarter due to transitory disruptions from GST 2.0 reforms, which led to inventory clearance and deferred orders. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Smartkarma | HSIE Results Daily: Dr Reddy’s Laboratories, Supreme Industries, Dalmia Bharat, Gujarat Gas...

» Smartkarma / by HDFC Securities / Thematic (Sector/Industry) Dr Reddy’s Laboratories: EBITDA^ declined 11% YoY due to moderate sales growth of +4% YoY (as 10% QoQ decline in the US on lower gRevlimid sales was offset by +19% YoY growth in India and +20% in EU), gross margin correction (-456 bps YoY) and high staff costs (+16% YoY^) DRRD expects the US base business to stabilize led by new launches in FY26/ 27 (18 in 9M) The company is hopeful of new launch visibility in biosimilars to drive growth over the next few years, including (1) Abatacept: BLA submitted in Dec-25 and on track to launch in FY28, it expects EU launch in CY27, (2) Denosumab: launch in EU under progress but US timeline uncertain, and (3) Rituximab: in process to address CRL and approval possible after re-inspection 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. » Get straight to the source on Smartkarma.

Brief India: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 23 Jan 2026 and more

In this briefing: Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 23 Jan 2026 HSIE Results Daily: Persistent Systems, AU Small Finance Bank, Oberoi Realty, CreditAccess Grameen HSIE Results Daily: Dr Reddy’s Laboratories, Supreme Industries, Dalmia Bharat... Eternal (3QFY26 Results Review): FD Recovery Continues, Blinkit in the Black. Maintain ADD Exencial Industry Tidings 1. Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 23 Jan 2026 China’s 2025 GDP met targets, with fourth-quarter growth weaker year on year but stronger on a quarter-on-quarter annualised basis, especially in nominal terms. Japan experienced sharp yield increases across the curve, signalling bond market volatility amid persistent inflation and delayed monetary tightening. Geopolitical discussions in Europe focused on Greenland, security arrangements, and transatlantic power dynamics highlighted during international meetings in Zurich. 2. HSIE Results Daily: Persistent Systems, AU Small Finance Bank, Oberoi Realty, CreditAccess Grameen Persistent Systems: Persistent Systems (PSYS) delivered a strong Q3FY26, beating expectations with +4.1% QoQ CC revenue growth and a +40bps QoQ adjusted margin expansion, driven by robust execution Growth was broad-based, led by strong performance in the Healthcare and BFSI verticals and the Americas region The order book remained healthy with a new TTM TCV of USD 369mn (+11% YoY) and new ACV of USD 256mn (+31% YoY), supporting a continued growth momentum Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Brief Growth Ideas: F88 [OUTPERFORM +18.7%] - Attractive ROE Profile with Structural Competitive Advantages and more

In this briefing: F88 [OUTPERFORM +18.7%] - Attractive ROE Profile with Structural Competitive Advantages Oil futures: Crude slides as Trump rows back on Europe tariff threat Tech Supply Chain Tracker (23-Jan-2026): China reintroduces trade-in subsidies for ICT HSIE Results Daily: Persistent Systems, AU Small Finance Bank, Oberoi Realty, CreditAccess Grameen HSIE Results Daily: Dr Reddy’s Laboratories, Supreme Industries, Dalmia Bharat... 1. F88 [OUTPERFORM +18.7%] - Attractive ROE Profile with Structural Competitive Advantages Founded in 2013, F88 has grown into Vietnam’s largest tech-enabled pawnshop chain, serving over 1.2 million customers (accumulated) through a network of 950 standardized stores nationwide as of YE2025. Please refer to our Listing Note dated August 7, 2025,for more details on the company and an industry overview. We expect F88 to sustain an attractive ROE profile of 28%-33% over 2025–2030F, underpinned by strong earnings growth that gradually normalizes as the company shifts from a rapid network build-out toward more productivity-driven scaling.

Supreme Industries Ltd. engages in the business of manufacturing plastic products. Its product segments include plastic piping, industrial, packaging, consumer, and others. The company was founded on February 17, 1942 and is headquartered in Mumbai, India.

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