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Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is experiencing a sharp sell-off driven by Q1 revenue guidance falling below estimates, which has amplified existing market concerns about AI's impact on software and its future growth, despite the company reporting a Q4 earnings beat. The community is actively discussing whether this is an overreaction and a buying opportunity, or a sign of deeper fundamental challenges.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is experiencing extreme volatility after reporting strong Q4 earnings, optimistic guidance, and a new share buyback program, with community discussion centered on a dramatic market reversal despite the positive news. Many are debating whether the sharp drop is due to broader tech sector sell-offs and algorithmic trading or presents a significant "buy the dip" opportunity.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is trending amidst a new lawsuit from the Texas Attorney General regarding addictive features, driving its stock near all-time lows and sparking heated community discussion over perceived management failures and insider selling versus its underlying user base and potential as a buyout target.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

ALAB is trending as it navigates a sharp post-earnings sell-off, despite reporting strong revenue growth and EPS beats, alongside a significant warrant agreement with Amazon. The community is actively debating whether this represents an overvalued correction or a prime buying opportunity for a key player in AI infrastructure connectivity.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is trending amid a significant sell-off driven by concerns that AI-powered translation services, like T-Mobile's new feature, threaten its language learning platform. However, the community remains divided, with many arguing that its focus on immersive learning and strong fundamentals make the current valuation irrational as broader software stocks face AI-driven pressures.

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 trending after Bill Ackman's Pershing Square Capital disclosed a new stake, fueling bullish community discussions about the stock's long-term potential. This comes as investors weigh Meta's massive AI infrastructure investments and its recent volatility, with some citing Jensen Huang's endorsement of Meta's AI utilization.

Mattel, Inc. engages in the ownership of children's and family entertainment franchises. It operates through the following segments: North America, International, and American Girl. The North America and International segments focus on marketing and selling toys and consumer products. The American Girl segment includes marketing, retailing, and publishing dedicated to its mission to help girls grow up with confidence and character. The company was founded by Elliot Handler, Ruth Handler, and Harold Matson in 1945 and is headquartered in El Segundo, CA.

Mattel, Inc.

Mattel is trending with a sharp stock decline after its latest earnings widely missed expectations, reporting weaker sales and a soft outlook for the future, notably for Barbie products. The community is divided, with some citing the significant share repurchase program as a buying opportunity for an "overdone sell-off," while others remain bearish on the toy maker's immediate prospects.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart Holdings is trending as its stock experienced a sharp, unexpected decline following an earnings report that showcased strong results and positive guidance, sparking intense community debate. Investors are polarized, with many calling out market manipulation and high short interest while others see the dip as a prime buying opportunity for the AI-driven lending platform amidst broader fintech sector pressures.

Centrus Energy Corp. engages in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment includes various components of nuclear fuel to utilities from its global network of suppliers. The Technical Solutions segment offers advanced engineering, design, and manufacturing services to government and private sector customers, and is deploying advanced nuclear fuel production capabilities to power existing, and next-generation reactors around the world. The company was founded in October 1992 and is headquartered in Bethesda, MD.

Centrus Energy Corp - Ordinary Shares - Class A

Centrus Energy is trending following a disappointing earnings report and news of a significant at-the-market equity offering, sparking community debate over the immediate impact of dilution versus the company's critical long-term position as the sole U.S. HALEU producer for an expanding nuclear sector.

MasterBeef Group is an investment holding company. It established multiple brands, namely Anping Grill, Chubby Bento, Chubby Noodles and Bao Pot, diversifying its operations into Taiwanese grill, Taiwanese bento and Taiwanese noodles. The company was founded by Oi Wai Chau, Oi Yee Chau, Tsz Kiu So, Ka Chun Lam and Shing Yan Lee in 2019 and is headquartered in Hong Kong.

Masterbeef Group

Masterbeef Group (MB), a recent Hong Kong-based IPO, is trending with extreme volatility and multiple trading halts, sparking intense community debate and treating it as a 'casino stock' amidst speculation of both pump-and-dump mechanics and potential for further gains.

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Lockheed Martin CEO and CFO to Speak at Citi's 2026 Global Industrial Tech and Mobility Conference

Lockheed Martin CEO and CFO to Speak at Citi's 2026 Global Industrial Tech and Mobility Conference Lockheed Martin CEO and CFO to Speak at Citi's 2026 Global Industrial Tech and Mobility Conference...

Rhumbline Advisers Has $186.36 Million Stock Position in Lockheed Martin Corporation $LMT

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Immersive Computing’s Next Frontier Isn’t Graphics, It’s Motion

For years, advances in virtual reality have followed a familiar pattern: sharper visuals, faster processors, and increasingly sophisticated software layered on top of largely static user interaction. As artificial intelligence accelerates the creation of photorealistic three-dimensional environments, that imbalance is becoming harder to ignore. In defense, training, and enterprise simulation, the limiting factor is no longer what can be rendered on a screen, but how realistically humans can move through the spaces AI creates.That shift has placed new emphasis on physical locomotion as a ...

Advisors Asset Management Inc. Has $23.16 Million Position in Lockheed Martin Corporation $LMT

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Lockheed Martin Corp. is a global security and aerospace company, which engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services. It operates through the following business segments: Aeronautics, Missiles and Fire Control (MFC), Rotary and Mission Systems (RMS), and Space. The Aeronautics segment researches, designs, develops, manufactures, integrates, sustains, supports, and upgrades advanced military aircraft, including combat and air mobility aircraft, unmanned air vehicles, and related technologies. The MFC segment is involved in air and missile defense systems, tactical missiles and air-to-ground precision strike weapon systems, logistics, fire control systems, mission operations support, readiness, engineering support and integration services, manned and unmanned ground vehicles, and energy management solutions. The RMS segment designs, manufactures, services, and supports various military and commercial helicopters, surface ships, sea and land-based missile defense systems, radar systems, sea and air-based mission and combat systems, command and control mission solutions, cyber solutions, and simulation and training solutions. The Space segment includes the production of satellites, space transportation systems, and strategic, advanced strike, and defensive systems. The company was founded in 1995 and is headquartered in Bethesda, MD.

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