Global Buy the Dip

Lam Research

Market Cap: US$185.2b

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$165.6b

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.

Deutsche Bank

Market Cap: €56.2b

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.

Sungrow Power Supply

Market Cap: CN¥359.3b

Researches, develops, produces, sells, and services of new energy power equipment in solar, wind, energy storage, hydrogen, electric vehicles, and charging infrastructure.

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$43.0b

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.

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.

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$33.6b

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

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.

Expedia Group

Market Cap: US$29.9b

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

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.

SK Square

Market Cap: ₩37.5t

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.

Wiwynn

Market Cap: NT$767.5b

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$23.5b

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.

AST SpaceMobile

Market Cap: US$20.8b

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

Banco de Sabadell

Market Cap: €15.4b

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

Shanghai Electric Group

Market Cap: HK$133.5b

Manufactures and sells industrial and energy equipment in Mainland China and internationally.

Asia Vital Components

Market Cap: NT$531.8b

Provides thermal solutions worldwide.

TBEA

Market Cap: CN¥114.4b

Provides power transmission, renewable energy, new materials, and energy solutions in China and internationally.

Unity Software

Market Cap: US$15.7b

Operates a platform to create and grow games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices in the United States, China, Hong Kong, Taiwan, Europe, the Middle East, Africa, the Asia Pacific, Canada, and Latin America.

Horizon Robotics

Market Cap: HK$111.8b

An investment holding company, provides automotive solutions for passenger vehicles in China.

Rubrik

Market Cap: US$13.8b

Provides data security solutions to individuals and businesses worldwide.

IREN

Market Cap: US$13.4b

Operates in the vertically integrated data center business in Australia and Canada.

Nextpower

Market Cap: US$13.3b

Provides solar tracker technologies and solutions for utility-scale and distributed generation solar applications in the United States and internationally.

Wayfair

Market Cap: US$13.0b

Engages in the e-commerce business in the United States and internationally.

Zhaojin Mining Industry

Market Cap: HK$97.9b

An investment holding company, engages in exploration, mining, processing, smelting, and sale of gold and other metallic products in the People’s Republic of China and internationally.

IbidenLtd

Market Cap: JP¥1.7t

Manufactures and sells electronic and ceramics products in Japan, Asia, North America, and internationally.

CITIC Metal

Market Cap: CN¥75.5b

Trades in metals and mineral products in China and internationally.