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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 is trending after its latest earnings report dramatically surpassed revenue and EPS expectations, with significantly raised full-year guidance underscoring robust AI infrastructure demand. However, community discussion is split between bullish investors highlighting its deep undervaluation given massive sales, and others expressing frustration over subdued price action and lingering concerns about the company's margins amidst speculation of market manipulation.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. 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 trending after its earnings report, which showcased a beat on revenue and EPS with strong data center segment growth driven by AI, yet the stock experienced a familiar post-earnings sell-off. The community is actively discussing whether the company's outlook sufficiently met high expectations and if its valuation is justified amidst broader semiconductor sector dynamics.

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 following a substantial stock drop driven by an earnings miss, weak guidance, and a CEO transition, sparking a heated community debate between investors who view its extremely low valuation as a generational buying opportunity and those concerned about its stalled growth and competitive challenges.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is seeing significant conversation after reporting stronger-than-expected Q4 earnings, showcasing profitability, substantial cash reserves, and new product launches, leading the community to anticipate a potential short squeeze given the substantial short interest and a perceived turnaround for the solar sector.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is experiencing a significant downturn after issuing an unexpected negative 2026 sales and profit outlook, driven by intensifying GLP-1 competition and pricing pressures. The community is sharply divided, with some viewing the drop as an overreaction and a buying opportunity, while others point to alleged management manipulation and the broader sector reset, despite the simultaneous announcement of a share buyback program.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle is seeing active discussion after a mixed earnings report that beat Q4 estimates but revealed weaker comparable sales and a cautious outlook for 2026, leading to immediate stock volatility. While some investors are critical of current management and perceive the stock as manipulated, others view the initial dip as a buying opportunity, citing strategic initiatives like the new protein menu and ongoing share buybacks.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth (USAR) is trending following a substantial $3.1 billion capital infusion, including a $1.6 billion U.S. government investment, positioning the government as its largest public shareholder to accelerate domestic rare earth production. Despite this significant backing and an anticipated G7 Critical Minerals Summit focused on national supply chains, the community is actively discussing persistent market manipulation suppressing the stock's perceived true value.

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 as investors digest better-than-expected earnings against reaffirmed cautious long-term guidance and the ongoing pivot toward a highly competitive obesity drug market. Community discussion centers on the potential of its new weight-loss pipeline and leadership amid declining COVID-related revenue.

Take-Two Interactive Software, Inc. engages in the development, publishing, and marketing of interactive software games. Its products are designed for console systems, handheld gaming systems, and personal computers, including smart phones and tablets, and are delivered through physical retail, digital download, online platforms, and cloud streaming services. The company was founded by Ryan A. Brant in 1993 and is headquartered in New York, NY.

Take-Two Interactive Software, Inc.

Take-Two Interactive is trending after surpassing Q3 bookings forecasts and firmly reiterating the November 2026 release date for Grand Theft Auto VI, fueling significant investor confidence. The community is bullish on the game's massive revenue potential, largely dismissing earlier AI concerns while noting the company's strengthened position in the consolidating gaming sector.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

Invesco QQQ Trust Series 1 is trending amidst investor concerns regarding AI sector profitability and U.S. leadership, intensified by upcoming earnings from major tech components like AMD and Google. Community discussion centers on extreme market volatility, frequent "V-shaped recoveries," and whether current dips represent buying opportunities or a deeper correction for tech and software.

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I have a gut feeling $MSFT should work its way back to $500 in coming months and not to $400

But I could be wrong

I’m long $BULZ  $FNGU $TQQQ $UPRO

Lord

$BULZ $FNGU $MSFT $TQQQ $UPRO I was super wrong about $MSFT taking a monster beating in my softy positions

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 should work its way back to $500 in coming months and not to $400

But I could be wrong

I’m long 