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Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is facing significant downward pressure as investors weigh intensifying competition from new stablecoin platforms launched by major financial institutions like Visa and Stripe. The community is actively debating the stock's future, with many retail investors expressing frustration over recent price volatility and insider selling, while others maintain a long-term bullish outlook tied to anticipated regulatory milestones and potential institutional adoption of its infrastructure.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. 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 seeing intense community debate and volatility, driven by a structural re-rating of its AI data center prospects and a significant analyst price target hike that sparked a massive technical reversal. While bulls are celebrating new all-time highs and the stock's role in the trillion-dollar club race, bears are actively warning of a potential bubble, fueling a high-stakes battle between momentum traders and skeptics.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is currently a major focus for traders as the market approaches its upcoming earnings report, with sentiment deeply divided between those viewing the stock's multi-year lows as a contrarian value opportunity and those concerned about the company's turnaround progress in key regions like China. The community is actively debating the potential for a relief rally fueled by anticipated tariff refunds and the strength of the brand's global cultural footprint, while others warn of continued volatility and bearish headwinds.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber Technologies Inc. is trending as investors debate the impact of autonomous vehicle strategy shifts, particularly in light of the company's recent conclusion of its Phoenix robotaxi partnership with Waymo. Community sentiment remains polarized, with some bullish participants pointing to strong cash flow, share buybacks, and high analyst price targets, while others express deep frustration over persistent price weakness and concerns regarding long-term structural competition in the autonomous space.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is experiencing intense volatility as investors debate the impact of the broader space sector correction versus the company's solid NASA contract backlog. Community discussion is sharply divided between those viewing the pullback as a buying opportunity ahead of potential upcoming Moon base awards and short-sellers betting on further downside.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Walt Disney Co. is trending due to a surprisingly strong quarterly earnings report that exceeded analyst expectations for both streaming and park performance, signaling operational cohesion under new leadership. The community is actively debating the stock's long-term valuation and potential for a breakout, while weighing positive growth guidance and share buyback plans against ongoing concerns regarding consumer spending resilience and the company's historical range-bound price action.

Ambarella, Inc. engages in the development of low-power system-on-a-chip (SoC), semiconductors, and software for edge artificial intelligence (AI) applications and intelligent automation. The firm's products include video security, advanced driver assistance (ADAS), electronic mirror, drive recorder, driver or cabin monitoring, autonomous driving, and other robotics applications. It operates through the following geographical segments: Taiwan, Asia Pacific, Europe, North America, and United States. The company was founded by Feng Ming Wang and Leslie D. Kohn on January 15, 2004 and is headquartered in Santa Clara, CA.

Ambarella Inc

Ambarella is trending due to significant momentum in the robotics and physical AI sectors, as investors speculate on its role as a key edge-AI hardware provider. The community is actively discussing its potential as a strategic acquisition target and debating whether to accumulate shares during pullbacks or wait for further technical confirmation of the current uptrend.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is experiencing significant volatility and downward pressure as shareholders navigate the complexities of the upcoming TopBuild merger, leading to intense community debate over dilution and the stock's long-term prospects. Investors remain divided, with some viewing the current price as a strategic accumulation opportunity while others express frustration over the sustained selling and lack of immediate gains.

MaxLinear, Inc. engages in the provision of communications systems-on-chip (SoC) solutions used in broadband, mobile and wireline infrastructure, data center, and industrial and multi-market applications. Its products include cable broadband modems and gateways, wireline connectivity devices, radio frequency transceivers, fiber-optic modules, video set-top boxes and gateways, hybrid analog and digital televisions, direct broadcast satellite outdoor and indoor units, and power management and interface products. The company was founded by Kimihiko Imura, Curtis C. Ling, and Kishore V. Seendripu on September 25, 2003 and is headquartered in Carlsbad, CA.

MaxLinear Inc

MaxLinear is currently experiencing strong buying momentum, with community sentiment fueled by the company's expanding role in AI data center optical connectivity and successful product launches. Investors are actively discussing the stock's potential for further technical breakouts as it establishes new price ranges following its recent growth trajectory.

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 following a strategic agreement to provide up to 380 MW of on-site power for data centers, a move that community members view as a pivotal validation of the company's utility-scale technology in the AI infrastructure market. While the community is actively debating the credibility and financial backing of the partner involved, investors are closely watching the stock for potential short-squeeze momentum and long-term scaling opportunities.

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Liquidated my $DFEN and $DUSL positions and added to $FNGU $BULZ

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Chase Coleman

@23ChaseColeman23 I added to by $BULZ too only to have it shit out. I suck at timing this thing.

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 too only to have it shit out. I suck at timing this thing.