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Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSM is trending due to positive news surrounding NVDA partnerships and the AI sector, with mentions of AI infrastructure build-out and potential for growth. The community is watching TSM's key role in AI, but some are concerned about broader market manipulation and geopolitical risks between the U.S. and China. Put buying and concerns around high historical valuations are also being discussed.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending amid ongoing discussion around AI infrastructure buildout and potential partnerships, particularly related to the U.S. Department of Energy and supercomputing. Community members are weighing the significance of these deals against concerns about the company's debt and insider selling, while also awaiting potential news regarding a TikTok agreement. The stock's recent performance and potential for future growth in the competitive AI landscape are key points of conversation.

FuelCell Energy, Inc. engages in the business of developing, designing, producing, constructing, and servicing high temperature fuel cells for clean electric power generation. It operates through the following geographical segments: the United States, South Korea, and Europe. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is trending due to increased interest in fuel cell technology for AI data centers, sparked by a competitor's significant partnership. The community is discussing FCEL's potential to secure similar deals, especially given its existing relationship with ExxonMobil and its advantageous MCFC tech. Investors are weighing FCEL's future prospects against sector leader Bloom Energy, comparing market caps and revenue growth.

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 amid positive sentiment surrounding AI infrastructure and anticipation of upcoming earnings, with community members discussing potential government deals and revenue growth. Recent news highlights the company's expanded collaboration with NVIDIA and focus on U.S.-based manufacturing for government applications. Despite some skepticism and past volatility, the stock is seen by some as undervalued, with a potential for significant upside.

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. 

NBIS is trending amid news of increased AI infrastructure investments and partnerships involving Nvidia, Microsoft, and OpenAI. The community is bullish, anticipating strong earnings and speculating on potential deals with major players, driving discussions about price targets and market capitalization. Some users point to potential deals with AMZN as a catalyst.

Amprius Technologies, Inc. engages in the development, manufacture, and market lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the United States and Rest of the World geographical segments. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is trending as investors react positively to news of a significant battery order for UAS applications, potentially signaling wider adoption of their high-density silicon anode batteries in the defense and aerospace sectors. The community is buzzing about upcoming earnings and the possibility of an Amazon partnership, speculating on future contracts and expansion opportunities. Bullish sentiment is strong, with some anticipating a continued climb and long-term growth for this battery technology leader.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is trending due to upcoming Q3 financials, with the community anticipating a potential EPS beat and revenue guidance. Investors are drawing attention to the stock's history of double-digit swings following earnings releases, contributing to heightened speculation. Traders are also watching for a possible buyout.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer is trending amid discussions around its ongoing bidding war with Novo Nordisk to acquire Metsera, with the community debating the implications of potentially losing the deal and speculating about alternative acquisition targets. Community members are weighing the strategic importance of Metsera's assets in the competitive obesity drug market and analyzing Pfizer's legal actions to protect its interests.  Additionally, some investors express frustration with the stock's performance, referencing dividend payouts and potential earnings catalysts.

Metsera, Inc. is a clinical stage biopharmaceutical company, which engages in the development of a next-generation injectable and oral nutrient stimulated hormone, or NuSH, analog peptides to treat obesity, overweight and related conditions. Its product pipeline includes MET-097i, MET-233, and MET-224o. The company was founded by Clive A. Meanwell on June 29, 2022 and is headquartered in New York, NY.

Metsera Inc.

Metsera Inc

MTSR is trending due to a bidding war between pharmaceutical giants Pfizer and Novo Nordisk to acquire the company and bolster their obesity drug pipelines. Community discussion revolves around Pfizer filing a lawsuit amidst Novo Nordisk's higher bid, with speculation on whether other companies like Eli Lilly might enter the fray. The focus remains on the competitive landscape for weight loss drugs and the potential value of Metsera's assets.

Newsmax Inc. is a holding company, which engages in television broadcasting and multi-platform content publishing that produces original news and editorial content for consumers through various media outlets, including TV new channels, digital and print publications. It operates through the Broadcasting and Digital Segments. The Broadcasting segment produces and licenses news, business news and lifestyle content for distribution through both MVPDs and free OTT streaming platforms. The Digital segment is composed of Newsmax.com and affiliated websites. The company was founded by Christopher Ruddy in 1998 and is headquartered in Boca Raton, FL.

Newsmax Inc. - Ordinary Shares - Class B

Newsmax Inc

Newsmax (NMAX) is trending amid discussions about its market performance and a potential lawsuit against Fox News. Community members are debating the stock's valuation, potential for growth, and alleged market manipulation. Some investors view NMAX as a long-term play, while others express concerns about short-selling and the stock's correlation with political sentiment.

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