Global Buy the Dip

SK hynix

Market Cap: ₩393.5t

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.

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.

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.

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$289.5b

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.

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.

ASE Technology Holding

Market Cap: NT$938.2b

Provides semiconductor manufacturing services in the United States, Taiwan, rest of Asia, Europe, 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.

Expedia Group

Market Cap: US$29.4b

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

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$23.4b

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: ₩26.7t

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

Banco de Sabadell

Market Cap: €15.4b

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

Asia Vital Components

Market Cap: NT$531.8b

Provides thermal solutions worldwide.

Zhejiang Century Huatong GroupLtd

Market Cap: CN¥120.4b

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

Roku

Market Cap: US$14.1b

Operates a TV streaming platform in the United States and internationally.

IREN

Market Cap: US$13.8b

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

Rubrik

Market Cap: US$13.8b

Provides data security solutions to individuals and businesses worldwide.

SBI Holdings

Market Cap: JP¥2.1t

Engages in the online securities and investment businesses in Japan and Saudi Arabia.