Moments like this are why tracking hedge fund conviction matters. $AMD has been a member of our Stocks Rated Accumulate list — supported by strong hedge fund inflows and record institutional ownership.👇🏼 When conviction meets momentum, you want to be in it before the breakout.

$TSM | Record High on Strong Q3 Results $TSM hit a new record high of $311.37 today after reporting Q3 2025 revenue of $33.1B, up 41% y/y. The company now expects Q4 2025 revenue of at least $32.2B, representing ~20% y/y growth. Early #13F data shows 50% of institutional

$MU | New All-Time High 🚀 $MU closed up 5.5% today at $202.53, reaching a new all-time high. It’s another major win for top hedge funds that have been bullish on the stock. Besides David Tepper, Slate Path Capital was an early high-conviction buyer, initiating a Top 10

$APP | Institutional Buying Continues Despite SEC Noise Early #13F data shows institutional investors raised stakes significantly in Q3. Among $APP holders who have reported so far: ➣ 37% initiated new positions ➣ 67% were net buyers, including existing holders Institutional

There are 30 publicly traded stocks in the Fantastic 40 index. Coatue Mgmt's portfolio currently holds 19 of them, including 8 in the top 10 of Coatue's portfolio. $NVDA $AMD $TSM $MSFT $META $AMZN $GOOGL $AVGO $TSLA $APP $GEV $CEG $ARM $ORCL $SPOT $NFLX $ISRG $INTU $BABA

Tech earnings we'll be watching for the week of October 20, 2025 Tue 10/21 Ticker High-conviction hedge fund holder $NFLX Whale Rock $ISRG Sands Capital $TXN Wed 10/22 $TSLA Strategy Capital $GEV** Tiger Global $APH** Alkeon $VRT** Atika Capital $IBM $QS $SAP

Some of the smartest investors with front-row seats in AI innovation — public & private — share their best insights here. Investors: Chase Coleman, Tiger Global Brad Gerstner, Altimeter Andrew Homan, Maverick Josh Wolfe, Lux Stocks and Startups mentioned NVDA OpenAI vs

$NFLX Q3 2025 Earnings Results: Revenue: $11.51B (▲17.2% y/y) Operating Income: $3.248B (▲11.65% y/y) Net income: $2.547B (▲7.74% y/y) Diluted EPS: $5.87 Key points: ➣Operating margin of 28% was below our guidance of 31.5% due to an expense related to an ongoing dispute

$NFLX | Q3 Institutional Activity Snapshot ~700 institutional holders have reported Q3 holdings so far, collectively owning 6M+ shares, up slightly q/q. Slight majority, 51% of these holders were bullish. Assengon Asset Mgmt, one of top institutional holders, raised its stake

$APH reported total revs increased 53% y/y to $6.2B in the third quarter of 2025. The company purchased 1.4M shares of its common stock for $153M, $109 per share. It also approved a 52% increase of its quarterly dividend, to $0.25 per share from $0.165 per share. It now expects

$APH | Q3 Institutional Activity Snapshot Over 360 institutional holders have reported Q3 holdings, collectively owning 37M+ shares as of 9/30. Among these holders: 54% were bullish, either initiating new positions or adding shares. In Q2, top hedge funds were already strong

$GEV Q3 2025 earnings results Revs up 12% y/y to $10B. - Power revs up 14% y/y to $4.8B - Electrification revs up 32% y/y to $2.6B - Wind revs down 9% y/y to $2.6B Orders up 55% y/y to $14.6B, led by equipment at Power and Electrification Presentation gevernova.com/sites/default/…

$TSLA Q3 2025 Earnings Results: Total revenue: $28.1B (▲12% y/y) – Automotive: $21.2B (▲6%y/y) – Energy: $3.41B (▲44% y/y) – Services & Other: $3.5B (▲25% y/y) Gross profit: $5.05B Gross margin: 18% Net income: $1.37B (▼ 37% y/y) Free cash flow: $3.99B (▲46% y/y)

$TSLA | Q3 Institutional Activity Snapshot About 1,000 institutional holders (~27% of all holders in Q2) have reported Q3 positions so far, collectively owning 30M+ shares, down slightly 3.1% q/q. New buyers represent less than 10% of these holders, but overall a 51% majority

$INTC Q3 2025 earnings results: Total revenue: $13.7B (▲ 3% y/y) – Client computing (CCG) revs: $8.5B (▲ 5% y/y) – Data center and AI (DCAI) revs: $4.1B (▼ 1% y/y) - Foundry revs: $4.2B (▼ 2% y/y) Gross profit: $5.2B (▲ 161% y/y) Gross margin: 38.2% (+23.2 ppts) Net income:

$INTC | Q3 Institutional Activity Snapshot Roughly 540 institutional holders (~27% of all holders in Q2) have reported Q3 positions so far, collectively owning 65M+ shares, down about 7% q/q. Early data shows less than 45% of these holders were bullish, suggesting a more

$AMD | The Making of a Trillion-Dollar Stock 🚀 $AMD continues to show the right mix of fundamentals and momentum to become a $1 Trillion market cap chip stock — sooner or later. 🔥 It’s evolving into a classic momentum stock, yet remains one of the few major AI names trading