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Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is drawing significant attention after reporting solid quarterly results and issuing strong revenue guidance fueled by accelerating AI and data center demand. Investors and community members are actively debating the stock's valuation following a rapid run-up, with many analysts issuing aggressive price target hikes while others express concerns over potential volatility and profit-taking.

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 is experiencing significant intraday volatility as investors debate the impact of massive AI-driven capital expenditures and potential share dilution across the hyperscaler sector. While many community members are treating the pullback as a buying opportunity for a long-term cash-flow leader, others are expressing frustration over the stock's recent underperformance relative to its peers and the uncertainty surrounding the timeline for AI spending to deliver tangible returns.

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 A

Alphabet Inc Class A

Alphabet is trending following an $80 billion capital raise announcement intended to accelerate AI infrastructure and compute capacity, a move that has drawn a significant $10 billion private investment from Berkshire Hathaway. Community sentiment is mixed, as investors weigh the potential for long-term growth against concerns regarding shareholder dilution and the massive capital expenditure required for AI dominance.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors react to the company's ambitious $80 billion capital raise, which is largely aimed at aggressively scaling AI infrastructure to meet high compute demand. The move has sparked intense debate, with some traders viewing it as a necessary step for long-term growth and others expressing concern over shareholder dilution and the rising capital intensity of the AI arms race.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is seeing significant interest as investors weigh its critical role in the AI infrastructure supply chain against broader geopolitical uncertainty following a summit between the U.S. and China. Community sentiment remains focused on Broadcom's potential to capitalize on long-term data center expansion and custom silicon demand, despite short-term volatility and elevated expectations heading into earnings.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

Hewlett Packard Enterprise is trending following a blowout quarterly earnings report that significantly exceeded revenue and EPS expectations, driven by surging demand for AI infrastructure and server demand. Investors are actively discussing the stock's massive after-hours move and comparing its momentum to similar rallies seen in other legacy tech firms within the AI hardware sector.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending as investors monitor progress toward its acquisition of Warner Bros. Discovery, with recent reports indicating potential momentum in securing regulatory approval. The community is actively debating the merger's impact on debt reduction, share valuation, and future content strategy, while some shareholders express frustration over recent price volatility.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology is experiencing significant volatility as investors weigh the company's triple-digit revenue growth and AI infrastructure positioning against high market expectations and recent profit-taking. While some community members view the current pullback as a discounted entry point for a long-term AI connectivity play, others are debating whether valuations have become overextended in the near term.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is trending as investors aggressively speculate on the company's long-term integration into the expanding AI compute ecosystem, specifically following Nvidia's push into broader AI platforms. While the stock has seen a rapid, momentum-driven rally that many in the community characterize as a potential bubble or gamma squeeze, others argue the price action reflects a structural shift toward ARM-based architectures in next-generation AI PCs and data centers.

Comcast Corp. engages in the provision of video, Internet, and phone services. It operates through the following segments: Residential Connectivity and Platforms, Business Services Connectivity, Media, Studios, and Theme Parks. The Residential Connectivity and Platforms segment consists of residential broadband and wireless services and Sky-branded entertainment television networks and advertising. The Business Service Connectivity segment offers broadband, wireline voice and wireless services through small to medium customers and large enterprises through the HFC network. The Media segment consists of NBCUniversal’s television and streaming platforms, including national, regional, and international cable networks. The Studios segment focuses on NBCUniversal’s film and television studio production and distribution operations. The Theme Parks segment operates Universal theme parks in Orlando, Florida, Hollywood, California, Osaka, Japan, and Beijing, China. The company was founded by Ralph Roberts in 1963 and is headquartered in Philadelphia, PA.

Comcast Corp - Ordinary Shares - Class A

Comcast Corp

Comcast is trending as investors digest the completion of the Versant Media Group spinoff, with market participants weighing the company's valuation against ongoing broadband subscriber headwinds. Community discussion remains focused on the potential for improved price discovery following the separation, alongside bullish sentiment regarding the company's dividend yield and the upcoming 2026 sports calendar.

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$SANA In with 15 shares at $3.30. I like this play long term and the risk reward is worth it. I believe the next phase results of the human trials are in at the turn of the year? Double on positive results? 
 
I will be adding to my position heavily over the next few months. 1000 shares is the target by end of summer.

Matthew

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James McKevitt

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Sana Biotechnology Inc

 In with 15 shares at $3.30. I like this play long term and the risk reward is worth it. I believe the next phase results of the human trials are in at the turn of the year? Double on positive results? 
 
I will be adding to my position heavily over the next few months. 1000 shares is the target by end of summer.

@05simpsonm nice one mate welcome aboard 🤝