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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 ($NVDA) is trending amid news of a potential $100 billion investment with OpenAI to build a 10GW AI network, sparking excitement and debate among investors. While some see this as stunningly bullish for the AI industry and NVIDIA's growth, others express concerns about the return on investment and question whether the market is overhyping the news.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital ($APLD) is trending as anticipation builds for a potential hyperscaler deal announcement, with the community buzzing about a possible short squeeze and significant gains by year-end. Bullish sentiment is fueled by existing AI data center contracts and expansion plans, leading to speculation about future partnerships and revenue growth. The stock's strong performance and ties to the AI infrastructure boom are also driving investor interest.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

VKTX is trending amid community discussion around potential acquisitions and partnerships, especially following recent deals in the obesity and metabolic space, with some viewing the stock as undervalued. Community members are debating the likelihood of a buyout, potential partners, and the value of Viking's pipeline compared to acquired competitors. The focus remains on the potential of VK2735 and VK2809 and upcoming data readouts.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon's price action is drawing mixed reactions, with some traders expressing frustration over its perceived underperformance compared to other tech giants, while others see a buying opportunity. Community members are actively discussing potential catalysts, including the company's AI initiatives, advertising growth, and possible impacts from regulatory developments and H-1B visa policies. Despite the differing opinions, many acknowledge Amazon's long-term potential and are closely monitoring key price levels for potential breakouts.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave ($CRWV) is trending due to recent analyst upgrades and a potential breakout, sparking bullish sentiment. Community members are actively discussing price targets and potential gamma squeezes, particularly around key option strike prices. Despite insider selling and some skepticism, optimism persists around CoreWeave's role in the AI infrastructure buildout and its close ties with Nvidia.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as traders debate the sustainability of the current AI-driven market rally and its potential impact on tech stocks; community members are actively discussing potential pullbacks, overbought conditions, and the influence of mega-cap stocks, particularly NVDA and AAPL, on the index's performance. The broader conversation encompasses concerns about market valuations, the Federal Reserve's policies, and the potential for a significant correction, with some highlighting the disconnect between market performance and economic indicators.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is trending as the market rallies, pushing to new all-time highs, while traders debate the sustainability of the surge and whether a pullback is imminent. Community members are closely watching key levels, particularly the '666' mark, and discussing the influence of specific stocks like NVDA and AAPL on the overall index. The discussion includes whether the market is in bubble territory or if it represents a new paradigm.

Boxlight Corp. is a technological company, which engages in developing, selling, and providing interactive classroom solutions for the global education market. It also designs, manufactures, and distributes interactive projectors, flat panel displays, touch projectors, touch boards, and MimioTeach through the Boxlight Group and Genesis brands. The company was founded by Herbert Myers and Sloan Myers in 1985 and is headquartered in Duluth, GA.

Boxlight Corporation - Ordinary Shares - Class A

Boxlight Corp

BOXL is trending due to a potential short squeeze, with community members actively discussing entry and exit points amidst high volatility. The stock's low float and recent price action have fueled speculation of further upside, while others caution against chasing the momentum. Increased attention may be related to news regarding the company shipping its Clevertouch Pro Series across North America.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending as community members discuss its price action relative to competitor Nvidia, particularly in light of Nvidia's partnership with Intel and what that means for AMD's positioning in the AI landscape. Some investors express frustration with AMD's performance, while others remain optimistic about its long-term growth potential, citing upcoming product releases and partnerships.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is trending as investors discuss its potential role in AI infrastructure, particularly following news of data center expansions and partnerships involving key players like Microsoft and Nvidia. Community sentiment is mixed, with some expressing frustration over recent performance while others maintain a bullish outlook based on the company's strong position in the AI server market. Discussions also include speculation around potential acquisitions and the impact of management decisions on the stock's value.

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Esterline Technologies Corp. engages in the manufacture of aircraft parts and components, automated drilling products and machine tool systems. It operates through the following segments: Avionics & Controls; Sensors & Systems; and Advanced Materials. The Avionics & Controls segment includes avionics systems, control systems, interface technologies and communication systems capabilities. The Sensors & Systems segment includes power systems, connection technologies and advanced sensors capabilities. The Advanced Materials segment includes engineered materials and defense technologies capabilities. The company also develops and manufactures combustible ordnance and countermeasures for military applications. Esterline Technologies was founded in 1967 and is headquartered in Bellevue, WA.

Esterline Technologies Corporation

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