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The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is facing significant selling pressure as investors react to high executive turnover and ongoing uncertainty regarding the company's growth strategy. The community is sharply divided, with bearish voices citing concerns over stiff competition and leadership instability, while bulls view the current price level as a potential bottom for a debt-free, cash-rich company.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe Inc. is seeing intense community debate as investors weigh the company's valuation against concerns over generative AI disruption, with many pointing to its strong cash flow and enterprise moat as reasons for a potential reversal. Traders remain sharply divided, with some betting on a post-earnings rebound driven by share buybacks and new leadership, while others fear continued downward pressure from the broader software selloff.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is currently facing heavy selling pressure as investors express growing skepticism over the company's massive capital expenditures for AI infrastructure and persistent concerns regarding potential equity dilution. The community remains deeply divided, with some users labeling the stock a value trap or a cautionary tale of corporate overspending, while others advocate for holding firm, arguing that the underlying ad business remains a cash-generating engine that will eventually see a return on AI investments.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending following a significant sell-off despite beating earnings estimates, as investors express alarm over the company's plan to raise substantial capital to fund an aggressive multi-year AI infrastructure buildout. The community remains deeply divided, with some investors panic-selling over debt and dilution fears while others argue that the record backlog and long-term AI demand make the current price an attractive entry point.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is surging following an earnings report that highlighted a strong revenue beat and improved gross margins, fueling investor confidence in the company's role as a mission-critical supplier for the aerospace and defense sectors. The community is actively debating the stock's potential for further momentum as it navigates significant short interest and draws comparisons to other space-tech plays gaining traction ahead of expected industry IPOs.

Advisorshares Trust - AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF is capturing significant investor attention as the sector braces for upcoming June reclassification hearings and key uplisting developments, prompting heavy community debate over whether this represents a sustainable breakout or another cycle of institutional manipulation. Traders are actively discussing the impact of new retail access on platforms like Robinhood and debating the long-term outlook for major MSO holdings as the industry nears historic regulatory catalysts.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending following the announcement of an $84.75 billion capital raise, including a $10 billion private placement to Berkshire Hathaway, to fund an aggressive expansion of its AI compute infrastructure. While some investors are concerned about dilution and the massive scale of ongoing AI capital expenditures, the community is debating whether this signals long-term dominance or an unsustainable over-investment in AI.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing significant selling pressure, with investors expressing frustration over a multi-day decline and concerns regarding massive capital expenditure on AI infrastructure. While some in the community highlight the stock's valuation as an attractive entry point for long-term accumulation, others are pointing to negative technical trends and sector-wide rotation as reasons to remain cautious.

Trulieve Cannabis Corp. engages in the cultivation, processing, manufacturing, and retail distribution of medical and adult-use cannabis products. It cultivates and produces its products in-house and distributes to its branded stores, as well as directly to patients via home delivery. The company was founded by Kim Rivers & Jason Pernell on September 17, 1940 and is headquartered in Tallahassee, FL.

Trulieve Cannabis Corp - Ordinary Shares (Sub Voting)

Trulieve Cannabis Corp 

Trulieve Cannabis Corp is trending as investors digest the impact of its recent move to the NYSE, with community discourse centered on the potential for institutional inflows, the effectiveness of the authorized share buyback, and ongoing anticipation regarding federal rescheduling progress.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce (CRM) is trending as investors digest a volatile earnings report alongside a broader rotation into enterprise software, with the community intensely debating the impact of AI agent integration and the firm's significant Anthropic stake. While some traders are expressing frustration over price action and perceived institutional manipulation, others are viewing the current valuation as a deep-value opportunity driven by share buybacks and long-term AI-driven growth.

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Added long $CODI at 13.71. This was an inflection point I had been waiting for since last Feb. I hope the fundamentals are still reasonable.

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 at 13.71. This was an inflection point I had been waiting for since last Feb. I hope the fundamentals are still reasonable.