The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Post Hearing Information Pack, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Post Hearing Information Pack. Post Hearing Information Pack of Montage Technology Co., Ltd. 瀾起科技股份有限公司 (the "Company") (A joint stock company ...

Investment Themes - The world needs to invest trillions of dollars in AI infrastructure and lower-carbon energy sources, alongside addressing the retirement-income gap due to an aging population [1][2] Brookfield Corporation - Brookfield Corporation is positioned at the intersection of AI infrastructure, wealth products, and real estate recovery, launching its first AI infrastructure fund targeting $100 billion in assets [4][5] - The company anticipates 25% annual earnings growth over the next five years, with a projected $7 trillion investment needed in AI infrastructure over the next decade [5] Kinder Morgan - Kinder Morgan operates the largest natural gas infrastructure platform in the U.S., transporting 40% of the country's gas production, and is well-positioned to meet the growing demand for gas [7][8] - The company expects gas demand to rise by 28 billion cubic feet per day by 2030, with $10 billion in new capital projects planned to enhance its growth outlook [8] Meta Platforms - Meta Platforms is investing heavily in AI, aiming to build personal superintelligence and has launched several AI products, including a popular AI chatbot and AI glasses [9][11] - The company is in the early stages of its AI potential, with significant upside expected for existing apps and new products [12] NextEra Energy - NextEra Energy is a leader in clean energy infrastructure, partnering with AI companies for power supplies and estimating investments of $295 billion to $325 billion in clean power and data centers through 2032 [12][14] Realty Income - Realty Income is a major REIT focusing on income-generating properties, benefiting from the $50 trillion need for U.S. retirement investment and the $14 trillion in corporate real estate [15][17] - The REIT aims to unlock real estate value through sale-leaseback transactions to support its high-yielding monthly dividend [17] Prologis - Prologis focuses on industrial real estate and is leveraging its expertise in energy to develop data centers, with a power pipeline of up to 5.7 gigawatts [18][19] - The company has strong momentum in logistics and digital infrastructure, signing a record 228 million square feet of leases last year, which is expected to drive earnings and dividend growth [19]

for the final trade. Mike co >> you know the chart looks a little bit difficult I would say in Vistro but right now it's trading 18 times forward earnings and that's a relatively good valuation I think around 150 you want to start adding that one >> Tim >> yeah gold bug being uh tactical in gold here so I want to make it clear I'm selling calls in GDX I'm not abandoning this trade in fact hedging up but I also think gold's a little overdone here >> finan >> highest quality way to own AI infrastructure with ...

Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation regarding the issuance of senior notes, alleging that the Offering Documents contained misleading statements about the company's financial needs related to AI infrastructure [1][4]. Group 1: Lawsuit Details - The lawsuit claims that Oracle failed to disclose the need for significant additional debt to build its AI infrastructure at the time of the Offering, which raised concerns about the creditworthiness of the bonds [4]. - Investors are encouraged to join the class action lawsuit, which allows them to seek compensation without upfront costs through a contingency fee arrangement [2][5]. Group 2: Rosen Law Firm's Background - The Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and consistently ranking among the top firms for securities class action settlements since 2013 [3]. - In 2019, the firm secured over $438 million for investors, highlighting its effectiveness in recovering funds for clients [3].

Core Viewpoint - Society Pass Incorporated (SOPA) is undergoing a strategic transformation from a consumer e-commerce model to a platform holding company focused on scalable, cash-generative businesses and AI infrastructure optionality, as highlighted by Litchfield Hills Research [2][3]. Valuation Analysis - Litchfield Hills Research identifies a significant sum-of-the-parts valuation disconnect, with SOPA's market capitalization of $18.0 million reflecting a substantial discount to its operating assets and cash, valued at approximately 1,300% of the parent company [2]. Strategic Transformation - The company is shifting its focus towards higher-margin, infrastructure-oriented assets due to increasing competition and margin pressure in consumer e-commerce, alongside a growing global demand for AI inference capacity [3]. Revenue Growth - SOPA's consolidated sales are projected to increase from $7.0 million in 2025 to $10 million by 2027, driven by its subsidiaries Thoughtful Media and NusaTrip [4]. Thoughtful Media Insights - Thoughtful Media is transitioning to premium advertising and social commerce, with a forecasted revenue CAGR of 17% through 2027, positioning it as a key asset in SOPA's new model [5]. Thoughtful Media IPO - Thoughtful Media filed for an IPO in August 2024, proposing a price range of $4.00–$5.00 per share for 3.75 million shares, which could imply a pro forma equity valuation of approximately $86 million to $107 million, significantly enhancing SOPA's valuation [6]. NusaTrip Overview - NusaTrip, a majority-owned subsidiary, is pivoting to the higher-margin hotel sector and accounted for about 55% of SOPA's consolidated revenue in the last reported quarter, processing approximately $250 million GMV in 2025 [7]. AI Infrastructure Investments - The company is making minority, non-consolidated investments in AI infrastructure in Central & Eastern Europe, which offer high-margin optionality despite limited near-term financial visibility [8]. Company Background - Society Pass was founded in 2018 and operates in Southeast Asia across four interconnected verticals: digital media, travel, lifestyle, and alternative intelligence infrastructure [9].

NEW YORK, Jan. 22, 2026 /PRNewswire/ -- Why: Rosen Law Firm, a global investor rights law firm, announces a New York State class action lawsuit on behalf of purchasers or acquirers of senior notes by Oracle Corporation (NYSE: ORCL) issued pursuant and/or traceable to the Shelf Registration Statement filed with the SEC on March 15, 2024, and as supplemented on September 25, 2025 (together, the "Offering Documents"). A class action lawsuit has already been filed. So What: If you purchased or acquired Oracle ...

For more on the Intel quarter, let's bring in Fast Money Friend Jean Monster. Uh he's the managing partner at Deep Water Asset Management. Gan, great to have you with us.>> Hi, Melissa. >> Uh what' you make of the I mean, you know, the stock is up 47% this year and it's January uh 22nd. So, you know, this pullback is minor, but what did you make of this quarter.And is the stock appropriately valued here. So at the most basic level, Intel is a meme stock. Uh they're going to grow 3% next year.Uh Nvidia, whic ...

Core Viewpoint - A class action lawsuit has been filed against Oracle Corporation regarding the issuance of senior notes, alleging that the Offering Documents contained misleading statements about the company's financial needs for AI infrastructure [1][4]. Group 1: Lawsuit Details - The lawsuit claims that Oracle failed to disclose the need for significant additional debt to build its AI infrastructure at the time of the Offering, which raised concerns about the creditworthiness of the bonds [4]. - Investors are encouraged to join the class action without incurring out-of-pocket fees through a contingency fee arrangement [2]. Group 2: Rosen Law Firm's Credentials - The Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked highly for securities class action settlements since 2013 [3]. - In 2019, the firm secured over $438 million for investors, showcasing its capability in recovering significant amounts for clients [3].

Industry Overview - The global semiconductor industry is undergoing a significant transition from consumer-driven hardware cycles to a demand structure driven by the intense requirements of AI infrastructure [1] - Memory components are playing a crucial role in this shift, indicating a change in market dynamics [1] Market Dynamics - The shift towards AI infrastructure is expected to reshape the semiconductor market, leading to new opportunities and challenges for companies within the sector [1]

Core Viewpoint - Silver is currently showing signs of being overbought, which may indicate a potential pullback, but underlying structural demand suggests a more durable market condition for the metal [1][5]. Group 1: Market Dynamics - Silver has experienced a significant rally over the past 12 months, with momentum indicators indicating it is entering overbought territory, often leading to pullbacks [1]. - Historical data shows that silver is prone to volatility, with drawdowns exceeding -50%, confirming that corrections are typically sharp rather than gentle [2]. - The current rally is unusual as it has occurred without a spike in market volatility or a classic risk-off environment, indicating that demand is coming from different sources [3][4]. Group 2: Demand Drivers - The demand for silver is increasingly driven by industrial applications related to AI infrastructure, semiconductors, and renewable energy, which are expanding despite short-term macroeconomic fluctuations [4][5]. - This structural demand provides silver with a non-speculative floor, which has been lacking in previous market conditions [5]. Group 3: Investment Strategy - While short-term cooling in silver prices may be expected, any pullbacks are likely to be viewed as volatility rather than a definitive end to the rally [6]. - A long-term investment strategy, such as a 'buy and hold' approach for commodities like silver and gold, is recommended for those who find timing the market challenging [6].