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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is trending as investors react to a powerful earnings beat, record revenue, and a massive 2,400% dividend increase alongside an $80 billion share buyback. While the community is debating whether the stock is overhyped or a long-term AI essential, traders are actively discussing market volatility and the impact of institutional positioning on the share price.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is surging as investors anticipate an imminent clinical readout, with the community closely tracking the 80th event in the REGAL Phase 3 trial. Increased institutional buying and expectations of a potential short squeeze are driving intense discussion, as shareholders remain focused on the potential for a transformative partnership or acquisition.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is seeing intense community focus following a new power-infrastructure partnership with Bloom Energy aimed at scaling AI capacity, coupled with broader investor excitement surrounding AI infrastructure spending. While traders actively debate the sustainability of the company's aggressive growth strategy versus competitors, sentiment remains dominated by the stock's significant momentum and its pivotal role in the expanding global AI data center cycle.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares are facing intense selling pressure as investors grapple with news of a significant workforce reduction and rising fears that generative AI could disrupt its core tax and accounting business. Despite the volatility, many in the community are actively debating whether this represents a fundamental decline or a significant overreaction, with several buyers viewing the current price as a long-term value opportunity.

Hyperliquid is a layer one (L1) blockchain best known for perpetual futures and spot trading. Beyond its flagship DEX trading platform, the ecosystem supports borrowing, lending, real world assets (RWAs), and a full-fledged Ethereum Virtual Machine (EVM), making it a leading force in decentralized finance (defi).   Just as electronic trading dramatically improved markets in the 2000s, Hyperliquid offers an opportunity for a massive technical upgrade of the existing financial system through a transparent, efficient, and resilient blockchain. HYPE is the native token of the Hyperliquid blockchain, with a maximum supply of 1 billion.

Hype

HYPE is attracting intense community interest as traders position it as the essential infrastructure for the next generation of decentralized perpetual trading. Investors are actively discussing its growing market dominance, institutional interest, and its status as a primary competitor to traditional exchange models.

Cartesian Growth Corp. III is a blank check company. It was created for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination. The company was founded on October 29, 2024 and is headquartered in New York, NY.

Cartesian Growth Corp III - Ordinary Shares- Class A

Cartesian Growth Corporation III

Cartesian Growth Corporation III is gaining attention as it moves toward a public listing for Factorial Energy, a solid-state battery developer attracting significant interest for its partnerships with major automotive OEMs and technological advancements. Community discussion is focused on the company's valuation, potential applications in the drone and defense sectors, and recent insider purchasing activity that signals strong leadership confidence.

T1 Energy, Inc. engages in developing battery solutions. It focuses on energy storage systems and commercial mobility. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy Inc. (TE) is currently surging on high volume as investors react to a significant new 10-million-share stake from Leopold Aschenbrenner's Situational Awareness fund. The market is actively debating whether this movement represents a fundamental re-rating linked to AI infrastructure power demand or a high-volatility momentum play fueled by aggressive call option activity.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD is capturing investor attention following reports that Chinese regulators are easing pressures on food delivery pricing wars, sparking optimism for improved profitability and a potential sector-wide rerating. The community is actively debating whether this movement represents a sustainable bottoming phase for the stock or another temporary rally in a volatile sector.

Roundhill ETF Trust - Roundhill Memory ETF

The Roundhill Memory ETF is experiencing heightened volatility as investors weigh the impact of a potential labor strike at Samsung against the structural AI-driven memory shortage. While community members remain largely bullish, citing the ongoing HBM deficit and potential supply chain tightening as long-term catalysts, the price is seeing significant fluctuations amid broader semiconductor sector rotation and shifting news reports regarding South Korean trade policies.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty shares are experiencing significant volatility as investors debate the company's growth outlook amidst softened guidance, tariff concerns, and broader consumer spending pressures. The community remains deeply polarized, with bulls viewing the stock as a prime value opportunity ahead of potential tariff refunds, while bears express skepticism over slowing momentum and executive insider selling.

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Copper $HG bounced a bit before market. Using it as my ahem, "tell" going forward. $$