$Oracle(ORCL)$   Key Drivers & Catalysts • Cloud Infrastructure (OCI) Growth: Oracle Cloud Infrastructure remains the core growth engine, posting rapid expansion driven by heavy AI and large-scale cloud workloads. Remaining performance obligations (RPO) and total backlog have scaled significantly. • Massive Capital Expenditures: Guidance calls for $90 billion to $95 billion in FY27 CapEx to rapidly build out next-generation AI data centers. This heavy upfront spending has temporarily turned free cash flow negative, causing investor jitters. • High-Profile Headwinds & Contract Shifts: • Microsoft Wind-Down: Reports indicate Microsoft is winding down and not renewing certain AI cloud capacity-renting deals

$CapitaLandInvest(9CI.SI)$   Underlying recurring fees remain resilient despite normalising transaction income. While 9M26 FRR increased 15% y/y, growth moderated to an estimated c.6% y/y in 3Q26, reflecting lower event-driven fees and softer private fund management contributions after a strong 1H26 performance. Encouragingly, recurring listed fund management fees accelerated to approximately 22% y/y in 3Q26, supported by portfolio expansion and a larger fee-generating asset base. Commercial management fees also strengthened, increasing approximately 12% y/y in 3Q26. We believe these trends reinforce CLI's improving recurring earnings profile, although the normalisation of transaction-related fees could temper

$Applied Optoelectronics(AAOI)$   Applied Optoelectronics, Inc. (NASDAQ: AAOI) closed at $46.89 (down -20.89% on the day) following its Q3 2026 earnings report released on November 5, 2026, and dropped further in after-hours trading. Key Financial & Earnings Highlights (Q3 2026) • Revenue: Reached $269.9 million, beating the analyst consensus of $268.11 million and surging 128% year-over-year (representing the sixth consecutive quarter of record revenue). • Adjusted EPS: Reported $0.17 per share, beating the expected $0.14 per share. • GAAP Net Income: Returned to profitability at $6.3 million ($0.07 per share), a sharp turnaround from a net loss of $17.9 million in Q3 2025. • Gross Margin: GAAP gross margin

$Bloom Energy Corp(BE)$   Recent Financial Performance & Guidance • Q3 2026 Results: Posted record quarterly revenue of US$1.24 billion (up roughly 138% to 166% year-over-year depending on metric tracking), with net income reaching US$250.27 million (basic EPS of US$0.85; non-GAAP EPS of US$0.94). • Full-Year 2026 Guidance: Raised full-year revenue expectations to a range of US$4.4 billion to US$4.6 billion, representing over 120% growth at the midpoint compared to 2025, alongside non-GAAP EPS guidance of US$3.10 to US$3.40. • Backlog & Partnerships: Backlog stands near US$20 billion, bolstered by major data center commitments (including expanded deals with Oracle and a non-binding memorandum of understand

$Adobe(ADBE)$   Key Financials & Valuation Metrics • Stock Price: ~US$246.07 (recent snapshot) • Market Capitalization: ~US$95.9B – US$100.6B • Trailing / Forward P/E Ratio: Trailing P/E ~13.7x; Forward P/E ~9.3x to 11.5x (down significantly from historical averages due to growth slowdown fears) • Revenue (TTM): US$25.97B (Fiscal 2025 revenue reached US$23.77B, up 10.53% YoY) • Net Income (TTM): US$7.28B (Fiscal 2025 net income reached US$7.13B, up 28.24% YoY) • Earnings Per Share (EPS): US$17.92 • 52-Week Range: US$190.12 – US$370.86 Bull Case (Why Investors See Value) • Strong Profitability & Cash Flow: Adobe maintains high gross profit margins (~89%) and strong operating margins, backed by an entrench

$Nu Holdings Ltd.(NU)$   Nu Holdings Is Turning Growth into Profits Taking a step back, despite the stock’s poor performance this year, Nu Holdings’ operating fundamentals continue to show significant progress in 2026. Take Q2 2026, for example. On an FX-neutral basis, the Brazilian fintech saw gross revenue grow 39% year-over-year to $5.9 billion, while net income jumped 49% year-over-year to $1.1 billion. Not to mention an impressive ROE of 33% — well above that of traditional Brazilian banks like Itaú Unibanco ITUB +1.68% ▲, which reported an ROE of 24.3% in the same quarter. These figures show that, beyond acquiring customers, Nu Holdings is also monetizing them successfully. In fact, Average Revenue Per Activ

$Oracle(ORCL)$  Oracle Corporation (NYSE: ORCL) trades around $130.67, pulling back from recent volatility following its Investor Day and third-quarter updates. Key Market & Financial Metrics • Stock Price: $130.67 (down 6.39% in the latest session) • Market Capitalization: ~$396.1 billion • Price-to-Earnings (P/E TTM): ~20.49 • Trailing EPS: $6.38 • Dividend Yield: ~1.53% ($2.00 annual dividend) • 52-Week Range: $114.50 – $265.81 (trading significantly below its 52-week peak) Bullish Factors (The Case for Oracle) • Massive Cloud Backlog: Oracle's remaining performance obligations (RPO) stand at an impressive scale (reaching hundreds of billions) driven by heavy enterprise and AI infrastructure demand, supported

$Applied Optoelectronics(AAOI)$   analysis Applied Optoelectronics, Inc. (NASDAQ: AAOI) trades around $69.05 (as of the late October 2026 close), reflecting high volatility and a pullback from its aggressive earlier-year AI-driven rally. Key Financial & Market Metrics • Stock Price: $69.05 (down ~12.8% in the latest trading session; 52-week range spans $18.50 – $233.67). • Market Capitalization: Approximately $5.86B – $6.11B. • Revenue (TTM): ~$455M – $595M (benefiting from strong growth in data center and optical modules). • Net Income / EPS: Still reporting net losses (TTM net income around -$38M to -$57M, basic EPS approx -$0.78). • Analyst Consensus: Generally leans Buy / Hold mix (approx. 66% Buy rating

$Bloom Energy Corp(BE)$   • Full-Year 2026 Guidance: Raised to $4.4 billion – $4.6 billion in revenue (third upward revision of the year) The Bull Case: AI Data Center Power Demand • Urgent Time-to-Power: Bloom Energy's solid oxide fuel cell (SOFC) servers provide reliable 24/7 on-site power without combustion, making them an immediate bridge solution for AI data centers facing severe local grid constraints. • Backlog & Scaling: Hyperscaler demand (including ties with major players like Oracle) has accelerated order velocity, pushing management to project aggressive long-term revenue scaling. • Analyst Support: Major firms maintain bullish long-term stances, with price targets ranging upwards from the mid-$200

$Alphabet(GOOGL)$   Q3 2026 Earnings & Market Reaction • Stock Price & Drop: Alphabet Class C (GOOG) traded sharply lower around $283.08, tumbling roughly 12% following its Q3 report, marking one of the steepest single-day pullbacks in the company’s history. • Revenue & Earnings Miss: Alphabet posted adjusted earnings of $2.67 per share on $127.58 billion in revenue, missing Wall Street consensus estimates on both the top and bottom lines for the first time in nearly four years. • Search Advertising Weakness: Core search revenue slowed more than anticipated (growing ~12% vs. ~15% expected) as investors worried about the transition from traditional search to AI Overviews and agentic experiences. • Ca

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$Boeing(BA)$   Q3 2026 Financial Highlights • Revenue: $24.19 billion (+4% year-over-year), slightly beating consensus estimates. • Bottom Line: Reported a GAAP net loss of $116 million (or -$0.34 per share adjusted), wider than some street projections due to commercial mix issues and cost pressures. • Free Cash Flow (FCF): Came in positive at $464 million for Q3, outperforming expectations. • Backlog: Maintained a massive $745 billion backlog, offering robust underlying long-term demand. Key Drivers & Risks • 737 Production Bottlenecks: Boeing is holding 737 output steady at roughly 47 planes per month, with wing production serving as a primary operational bottleneck. Management delayed its ramp-up milestones

$CoreWeave, Inc.(CRWV)$ Key Financial & Market Metrics • Current Share Price: ~$59.25 USD (up roughly 7.35% in recent trading) • Market Capitalization: ~$30.4B – $32.7B • TTM Revenue: ~$7.59 billion (with explosive projected growth toward $12.87 billion for full-year 2026) • Earnings Per Share (EPS TTM): -$3.80 • Consensus Analyst Rating: Consensus Buy rating, with an average 12-month price target near $134.50 to $140.58 (implying substantial potential upside). • Next Earnings Report: Scheduled for November 9, 2026 (Wall Street projects an EPS loss of -$1.16 and revenue around $3.55 billion). Bull Case: Why Analysts See Upside • Explosive Top-Line Demand: CoreWeave is scaling rapidly as a specialized "neocloud" provider renting out high-end Nv

$Bloom Energy Corp(BE)$   Q3 2026 Financial Highlights • Explosive Top-Line Growth: Revenue surged 138% year-over-year to $1.24 billion, easily topping consensus expectations. • Bottom-Line Beat: Adjusted earnings per share reached $0.94, beating the anticipated $0.69. • Raised Guidance: Management raised full-year 2026 revenue guidance to a midpoint of $4.5 billion ($4.4B–$4.6B range), marking the third consecutive quarter of guidance increases. • AI & Data Center Tailwinds: Rapid deployment capabilities for on-site power generation (critical for data centers facing grid bottlenecks) continue to fuel massive commercial traction, including major framework expansions like Oracle's Project Jupiter (scaling to 2.4 GW). Key Concerns &

C. Microsoft will likely beat estimates again, but expectations are already very high. Investors care more about AI returns, Azure growth, and future spending than just an earnings beat. If MSFT drops despite strong results: I'd buy the dip gradually, not all at once. Microsoft's long-term AI, cloud, and enterprise strengths remain solid. If Azure grows 45%: Yes, that should be strong enough to support the AI rally, as it would show continued enterprise AI demand and successful AI monetization. My move: Hold if owned, Buy on weakness, Sell only if the AI growth story materially weakens.

$NTT DC REIT USD(NTDU.SI)$  NTT DC REIT (SGX: NTDU) is a Singapore-listed data centre real estate investment trust sponsored by Japan's NTT Group. Listed in July 2025 as one of the major data centre offerings on the SGX, the trust has beaten its initial public offering (IPO) forecasts operationally, though its unit price has faced post-listing headwinds. Portfolio & Operations • Assets: Comprises six Tier III-equivalent, carrier-neutral data centres valued at roughly US$1.7 billion, featuring a design IT load of 90.7 MW. • Geographical Spread: Diversified across the United States (~63.9% in Northern Virginia and Northern California), Singapore (18.6%), and Vienna, Austria (17.5%). • Occupancy & WALE: High portfolio occupancy of 98.

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$Circle Internet Corp.(CRCL)$  Circle Internet Corp. will report its first-quarter 2026 results on May 11, 2026 Pre-Market, and this preview consolidates current-quarter forecasts, last-quarter performance, and prevailing institutional views to help investors frame expectations around revenue, profitability, and earnings per share. Market Forecast Based on aggregated forecasts, Circle Internet Corp.’s current quarter is projected to deliver revenue of 722.39 million US dollars, EBIT of 64.38 million US dollars, and adjusted EPS of 0.18; gross margin and net income guidance for this quarter are not explicitly provided, but recent figures point to a low-20% gross margin profile and positive earnings. One sell-side prev