???????, ????, ??? ??DB? ???(8? 25?~8? 29?) ??? ??? ??? ?????: ??? ??????? ?? ???? ????

Nabaparna Bhattacharya 31-Aug-2025 9:47 AM

? 10?? ???? ??? ??? ??? ???. ??? ??? ?????? ?????

1. ????(EchoStar Corporation) (NASDAQ:SATS) ??? ?? ?? 105.98% ?????, ?? $230? ??? ??? ?? ???? ?????? ?? ??? AT&T Inc (NYSE:T)? ????? ? landmark ??? ?? ?????.
2. ??DB(MongoDB, Inc.) (NASDAQ:MDB) ??? ?? ?? 44.44% ?????, ?? ??? ???? ?? 2?? ?? ??? ???? FY26 ????? ???? ???? ?? ???? ????. ??, ?? ??? ?? ??? ?? ????.
3. ?? ????(Pure Storage, Inc). (NYSE:PSTG) ??? ?? ?? 33.16% ?????, ?? ??? ???? ?? 2?? ?? ??? ???? 3?? ?? ????? ???? ???? ?? ???? ????. ?? FY26 ?? ????? ???? ???? ?? ????.
4. ???????(Snowflake Inc.) (NYSE:SNOW) ??? ?? ?? 21.20% ?????, ?? ??? 2?? ?? ??? ???? ??? EPS ? ?? ????? ?? ??? ???? ????. ?? ????? ??? ?? ?? ??? ?? ????.
5. ???? ??(Trip.com Group Limited) (NASDAQ:TCOM) ??? ?? ?? 12.03% ?????, ?? ??? ???? ?? 2?? EPS ? ??? ???? ????.
6. ????(Fabrinet) (NYSE:FN) ??? ?? ?? 9.20% ?????, ?? JPMorgan? ??? Neutral?? Overweight? ?? ???? ?? ??? $318?? $345? ?? ???? ????.
7. ??? ???(Affirm Holdings, Inc.) (NASDAQ:AFRM) ??? ?? ?? 11.89% ?????, ?? ??? ???? ?? 4?? EPS ? ??? ???? ????.
8. ? ???(Wynn Resorts, Limited) (NASDAQ:WYNN) ??? ?? ?? 9.47% ?????, ?? UBS ??? ?? ??? ??? Neutral?? Buy? ?? ???? ?? ??? $101?? $147? ?? ???? ????.
9. ??? ????(Deckers Outdoor Corporation) (NYSE:DECK) ??? ?? ?? 9.47% ????.
10. ?? ???(Dutch Bros Inc.) (NYSE:BROS) ??? ?? ?? 9.5% ?????, UBS ??? ??? ???? Buy? ???? ?? ??? $80?? $85? ?? ????.