Global Buy the Dip

SK hynix

Market Cap: ₩388.0t

Manufactures, distributes, and sells semiconductor products in Korea, China, rest of Asia, the United States, and Europe.

Lam Research

Market Cap: US$179.9b

Designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe.

SoftBank Group

Market Cap: JP¥26.0t

Provides telecommunication services in Japan and internationally.

Intel

Market Cap: US$163.8b

Designs, develops, manufactures, markets, and sells computing and related products and services worldwide.

Arista Networks

Market Cap: US$160.3b

Engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific.

Xiaomi

Market Cap: HK$1.0t

An investment holding company, engages in the development and sales of smartphones in Mainland China and internationally.

UniCredit

Market Cap: €96.5b

Provides commercial banking services in Italy, Germany, Central Europe, and Eastern Europe.

Tokyo Electron

Market Cap: JP¥14.1t

Develops, manufactures, and sells semiconductor production equipment in Japan, South Korea, Taiwan, China, North America, Europe, and internationally.

Rheinmetall

Market Cap: €73.2b

Provides mobility and security technologies in Germany, Rest of Europe, North, Middle, and South America, Asia and the Near East, and internationally.

Deutsche Bank

Market Cap: €57.0b

A stock corporation, provides corporate and investment banking, private clients, and asset management products and services in Germany, the United Kingdom, rest of Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.

Seagate Technology Holdings

Market Cap: US$56.9b

Engages in the provision of data storage technology and infrastructure solutions in Singapore, the United States, the Netherlands, and internationally.

Veeva Systems

Market Cap: US$45.4b

Provides cloud-based software for the life sciences industry in North America, Europe, the Asia Pacific, the Middle East, Africa, and Latin America.

Monolithic Power Systems

Market Cap: US$41.1b

Designs, develops, markets, and sells semiconductor-based power electronics solutions for the storage and computing, automotive, enterprise data, consumer, communications, and industrial markets in the United States, China, Taiwan, South Korea, Europe, Southeast Asia, Japan, and internationally.

Commerzbank

Market Cap: €35.2b

Provides banking and capital market products and services to private and small business customers, corporate, financial service providers, and institutional clients in Germany, rest of Europe, the Americas, Asia, and internationally.

Baidu

Market Cap: US$39.2b

Provides online marketing and non-marketing value added services through an internet platform in the People’s Republic of China.

China Hongqiao Group

Market Cap: HK$291.6b

An investment holding company, manufactures and sells aluminum products.

Celestica

Market Cap: CA$50.0b

Provides supply chain solutions in Asia, North America, and internationally.

Reddit

Market Cap: US$35.5b

Operates a digital community in the United States and internationally.

Symbotic

Market Cap: US$33.2b

An automation technology company, develops technologies to enhance operating efficiencies in modern warehouses.

Nokia Oyj

Market Cap: €28.5b

Provides mobile, fixed, and cloud network solutions in North and Latin America, Greater China, India, rest of the Asia Pacific, Europe, the Middle East, and Africa.

Ubiquiti

Market Cap: US$32.8b

Develops networking technology for service providers, enterprises, and consumers in North America, Europe, the Middle East, Africa, Asia Pacific, South America.

Tencent Music Entertainment Group

Market Cap: US$29.9b

Operates online music entertainment platforms that provides music streaming, online karaoke, and live streaming services in the People’s Republic of China.

Expedia Group

Market Cap: US$29.4b

Operates as an online travel company in the United States and internationally.

SK Square

Market Cap: ₩37.7t

Invests in semiconductor, and information and communication technologies in South Korea, China, Asia, the United States, and Europe.

Bloom Energy

Market Cap: US$25.3b

Designs, manufactures, sells, and installs solid-oxide fuel cell systems for on-site power generation in the United States and internationally.

Aviva

Market Cap: UK£19.2b

Provides various insurance, retirement, and wealth products in the United Kingdom, Ireland, Canada, and internationally.

Wiwynn

Market Cap: NT$771.2b

Engages in the research, development, design, testing, and sales of semi products, and peripheral equipment and parts in the United States, Europe, Asia, and internationally.

Futu Holdings

Market Cap: US$23.4b

Provides digitalized securities brokerage and wealth management product distribution service in Hong Kong and internationally.

Coherent

Market Cap: US$21.9b

Develops, manufactures, and markets engineered materials, optoelectronic components and devices, and laser systems for the use in the industrial, communications, electronics, and instrumentation markets worldwide.

Nebius Group

Market Cap: US$21.7b

A technology company, engages in building full-stack infrastructure to service the global AI industry in the Netherlands, Europe, North America, and Israel.

Flex

Market Cap: US$21.3b

Provides technology innovation, supply chain, and manufacturing solutions to data center, communications, enterprise, consumer, automotive, industrial, healthcare, industrial, and power industries.

AST SpaceMobile

Market Cap: US$20.8b

Designs and develops the constellation of BlueBird satellites in the United States.

Samsung Life Insurance

Market Cap: ₩26.6t

Engages in the life insurance business to corporate and individual customers in South Korea and internationally.

Banco de Sabadell

Market Cap: €15.5b

Provides banking products and services to personal, business, and private customers in Spain and internationally.

Zhejiang Century Huatong GroupLtd

Market Cap: CN¥123.4b

Engages in the auto parts, Internet games, and cloud data businesses in China and internationally.

Asia Vital Components

Market Cap: NT$520.2b

Provides thermal solutions worldwide.