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Archive_View: 2026-01-29
Carnival Corporation & pl…
CCL
SPY
+8.46%
"The world
BULLISH
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Datadog, Inc.
DDOG
SPY
-8.81%
Datadog is a cloud-native monitoring and security platform offering "observability" for developers and IT operations teams. Its SaaS platform integrates metrics, traces, and logs to provide real-time visibility into cloud infrastructure and applications.
NEUTRAL
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First Solar, Inc.
FSLR
SPY
-10.18%
First Solar is a leading American solar technology company and global provider of comprehensive photovoltaic (PV) solar energy solutions, utilizing proprietary Cadmium Telluride (CdTe) thin-film semiconductor technology.
NEUTRAL
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3i Group plc
III.L
FTSE100
+8.77%
A leading international investment manager focused on mid-market Private Equity and Infrastructure. Its strategy relies heavily on a "buy-and-build" approach, with its crown jewel being the Dutch discount retailer Action.
BULLISH
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Southwest Airlines Co.
LUV
SPY
+18.7%
Southwest Airlines Co. is a major U.S. carrier historically known for low-cost, no-frills service. The company recently pivoted to a hybrid model offering assigned seating and premium legroom to capture higher-yield business travelers.
BULLISH
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Las Vegas Sands Corp.
LVS
SPY
-13.96%
"Las Vegas Sands Corp. is the world
BEARISH
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Meta Platforms, Inc.
META
SPY
+10.4%
"Meta Platforms, Inc. operates the world
BULLISH
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Microsoft Corporation
MSFT
SPY
-9.99%
A global technology leader developing software, services, and devices. Core segments include Intelligent Cloud, Productivity and Business Processes, and More Personal Computing.
BULLISH
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Norwegian Cruise Line Hol…
NCLH
SPY
+10.25%
Norwegian Cruise Line Holdings Ltd. is a leading global cruise company operating the Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises brands. The company focuses on "Freestyle Cruising" and high-end luxury experiences, serving over 400 destinations worldwide.
BULLISH
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ServiceNow, Inc.
NOW
SPY
-9.94%
ServiceNow provides a cloud-based platform for automating enterprise workflows. It has expanded from IT Service Management into HR, Customer Service, and Security Operations.
BEARISH
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Royal Caribbean Cruises L…
RCL
SPY
+18.65%
"The world
BULLISH
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Seagate Technology Holdin…
STX
SPY
+28.87%
Seagate Technology Holdings plc is a global leader in data storage solutions, primarily designing and manufacturing Hard Disk Drives (HDDs) and Solid State Drives (SSDs). The company dominates the mass capacity storage market essential for cloud data centers.
BULLISH
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Trane Technologies plc
TT
SPY
+8.08%
Trane Technologies plc is a global climate innovator providing heating, ventilation, air conditioning (HVAC), and transport refrigeration solutions. Its key brands include Trane and Thermo King.
BULLISH
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Tyler Technologies, Inc.
TYL
SPY
-9.33%
Tyler Technologies, Inc. is the leading provider of integrated software and technology services specifically for the public sector. It provides end-to-end solutions for local, state, and federal government entities.
BULLISH
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United Rentals, Inc.
URI
SPY
-12.86%
United Rentals, Inc. is the world's largest equipment rental company, serving the construction and industrial sectors. It offers a fleet of general construction equipment and specialty solutions.
NEUTRAL
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