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In this edition, antitrust issues curbing Big Tech M&A; a look at semiconductor industry; Hanesbrands' transformation has been overlooked; and EasyJet, Humana, and Repligen.

The Vickers Top Insider Picks is a daily report that utilizes a proprietary algorithm to identify 25 companies with compelling insider purchase histories based on transactions over the past three months.

Founded in 1956, Fair Isaac Corporation is a leading applied analytics company. Fair Isaac is primarily known for its FICO credit scores, which is a widely used industry benchmark to determine the creditworthiness of an individual consumer. The firm’s credit scores business accounts for most of the firm’s profits and consists of business-to-business and business-to-consumer services. In addition to scores, Fair Isaac also sells software primarily to financial institutions for areas such as analytics, decision-making, customer workflows, and fraud.

Super Micro Computer, together with its subsidiaries, develops and manufactures high-performance server and storage solutions based on modular and open architectures. The company serves markets across the Americas, Asia, Europe and worldwide. Super Micro Computer Inc. provides modular blades and blade servers, workstations, full racks, networking devices, GPU computers for training large language models (LLMs), server software management solutions, and a wide range of related products and components. Super Micro was incorporated in 1993 and is based in San Jose, CA.