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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending after its strong earnings report revealed robust demand for its AI platform and optimistic forward guidance, sparking widespread bullish excitement for significant upside, though some investors continue to debate its elevated valuation.

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

Super Micro Computer (SMCI) is trending ahead of its highly anticipated earnings report, with investors keenly focused on a projected revenue surge and potential impact from Elon Musk's xAI merging with SpaceX. The community is sharply divided between expectations of a massive short squeeze fueled by undervaluation and critical AI infrastructure, and concerns over potential margin pressures and past earnings disappointments.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending intensely ahead of its expected earnings report, with community sentiment sharply divided between those who view the fintech giant as a deeply undervalued cash-generating machine poised for a turnaround, and others convinced it's a stagnant company facing relentless competition and further declines. Investors are eagerly awaiting clarity on management's strategy to combat perceived market share loss and capitalize on new growth initiatives amidst a prevailing bearish narrative despite low valuation metrics.

Rambus, Inc. engages in the provision of cutting-edge semiconductor and Internet Protocol products, spanning memory and interfaces to security, smart sensors and lighting. Its products include Memory Interface Chips, Interface IP, and Security IP. The company was founded by P. Michael Farmwald and Mark A. Horowitz in March 1990 and is headquartered in Sunnyvale, CA.

Rambus Inc.

Rambus is trending following its latest earnings report, where robust overall performance was overshadowed by soft near-term revenue guidance, leading to a significant stock decline. The community is actively debating whether this represents an overreaction and a buying opportunity given the company's strong cash position and strategic role in the AI memory market, or if it signals valid execution risks.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing a parabolic rally fueled by stronger-than-expected earnings and significant analyst upgrades, as the market increasingly recognizes the critical role of memory in the ongoing AI supercycle. The community is actively debating its current valuation, with some predicting further substantial gains while others anticipate an inevitable pullback.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axon Enterprise is trending following a Q3 EPS miss attributed to tariff impacts on device margins, despite solid revenue growth and raised full-year guidance. The community is actively debating its high valuation and recent price drop against the company's market dominance, strategic AI-focused acquisitions, and potential for major government contracts, particularly the anticipated ICE bodycam mandate.

Atossa Therapeutics, Inc. operates as a clinical-stage pharmaceutical company, which engages in the development of novel therapeutics and delivery methods for the treatment of breast cancer and other breast conditions. The company was founded by Steven C. Quay and Shu Chih Chen in December 2008 and is headquartered in Seattle, WA.

Atossa Therapeutics Inc

Atossa Therapeutics (ATOS) is heavily discussed following its approved 1-for-15 reverse stock split, effective February 2, 2026, which the community largely views as a detrimental move signaling future dilution and concerns over CEO Steven Quay's management.

Perspective Therapeutics, Inc. is a medical technology and radiopharmaceutical company, which engages in the provision of treatment applications for cancers. The company was founded in 1983 and is headquartered in Seattle, WA.

Perspective Therapeutics Inc

Perspective Therapeutics is highly active following a significant equity offering, viewed by some as strategic capital infusion from institutional investors and by others as dilution, occurring simultaneously with competitor Sanofi deprioritizing a rival therapy. The community is buzzing with speculation about a potential buyout and the company's promising radiopharmaceutical pipeline, driving notable volume and price target discussions amidst its role in the growing precision oncology sector.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagate Technology is trending due to robust recent earnings, which surpassed expectations, fueled by overwhelming demand for high-capacity storage from AI data centers, with orders reportedly booked through 2026 and beyond. The community is buzzing about its exceptional performance and parabolic surge as a key AI infrastructure play, though some express caution regarding its rapid valuation increase.

MiMedx Group, Inc. is a therapeutic biologics company, which engages in the design, manufacture, and marketing of products, and tissue processing services. It serves the wound care, burn, surgical, orthopedic, spine, sports medicine, ophthalmic, and dental sectors of healthcare. Its biomaterial platform technologies include AmnioFix and EpiFix, a tissue allografts derived from amnion and chorion layers of human placental membrane, EpiCord and AmnioCord, a tissue allografts derived from umbilical cord tissue, and AmnioFill, a placental connective tissue matrix derived from the placental disc and other placental tissue. The company was founded on July 30, 1985 and is headquartered in Marietta, GA.

Mimedx Group Inc

MiMedx Group (MDXG) is trending amidst heated community debate over recent CMS proposed reimbursement changes for skin substitutes in 2026. Many foresee a significant revenue decline for the company due to drastic cuts on high-ASP products, while others believe these changes will eliminate unethical competitors, allowing MDXG to gain market share with its clinically proven products and growing surgical segment.

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EnSync, Inc. engages in the design, development and manufacture of advanced energy storage, power electronic systems and engineered custom and semi-custom products. Its services include matrix energy management, internet of energy, system support and system design. The company was founded in 1986 and is headquartered in Menomonee Falls, WI.

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