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Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake shares rallied significantly following strong quarterly financial results that exceeded analyst expectations, bolstered by accelerated demand for the company's AI coding tools. While the community is divided between bullish sentiment regarding the company's AI-driven growth and skepticism over its high valuation and ongoing losses, intense trading volume has triggered a sharp upward move that has squeezed short positions.

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 shares faced volatility following a fiscal fourth-quarter revenue outlook that fell slightly short of high-end estimates, despite the company reporting strong third-quarter results with massive growth in AI semiconductor revenue. Investors remain divided, with many bullish traders citing the company's long-term AI growth guidance—including targets for significant revenue expansion through 2028—as a signal to buy the dip, while others express caution regarding customer concentration and execution risks.

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 Group is experiencing significant volatility and a sharp price decline following its latest quarterly report, with the community largely debating whether the move is an unjustified overreaction to concerns over margin compression and customer concentration, or a necessary correction of an overheated valuation. While many traders see the pullback as a long-term buying opportunity given the company's strong revenue growth and position in the AI infrastructure sector, others express concern over mounting bearish momentum and the potential for further downside.

Ultragenyx Pharmaceutical, Inc. is a biopharmaceutical company, which engages in the identification, acquisition, development, and commercialization of novel products for the treatment of genetic diseases. Its products include Crysvita, Mepsevii, Dojolvi, and Evkeeza. The company was founded by Emil D. Kakkis in April 2010 and is headquartered in Novato, CA.

Ultragenyx Pharmaceutical Inc.

Ultragenyx Pharmaceutical Inc

Ultragenyx is trending following the failure of its late-stage clinical trial for the experimental Angelman syndrome drug apazunersen (GTX-102), which missed its primary and secondary endpoints. While some traders are expressing concern over the pipeline setback and potential for further downside, others are pointing to the company's established commercial portfolio and upcoming catalysts as reasons to remain long or accumulate shares.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending as analysts issue bullish price target hikes, citing growth in the company's prediction markets, blockchain arm, and diversified product lines. While the community sentiment is split between bullish traders anticipating a breakout and skeptics debating market manipulation, the stock is seeing significant interest amid broader optimism in crypto-related assets.

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 due to the expansion of its AI partnership with HPE to scale global data center infrastructure, sparking debate about the company's valuation and cloud growth potential ahead of its upcoming earnings report. While some investors remain cautious due to debt concerns and technical volatility, many point to its massive cloud backlog and AI infrastructure demand as catalysts for a potential rebound.

Algorand is a scalable, secure, and decentralized digital currency and smart contract platform. Its protocol uses a variation of Proof-of-Stake (PoS) called Pure PoS (PPoS) to secure the network and reach consensus on block production. Developers can build decentralized applications (dApps) using familiar programming languages, including Python, which Algorand supports natively. Its infrastructure enables various use cases, including payment systems, digital identity solutions, supply-chain tracking, and financial services. The protocol's architecture allows for tokenization of assets and the development of smart contracts, while its technical specifications support both retail users seeking basic transaction capabilities and enterprises requiring more, complex, blockchain solutions.

Algorand

Algorand is receiving attention as traders debate the project's long-term potential, focusing on its recent v5.0 mainnet upgrade, post-quantum cryptography features, and ongoing institutional adoption. While some participants are accumulating tokens in anticipation of a market-wide altcoin rally and the potential passage of the Clarity Act, others express significant skepticism, citing ongoing token dilution and poor historical price performance.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is experiencing significant buying pressure and volatility as investors look ahead to upcoming late-2026 clinical data readouts, specifically for its DM1 and FSHD programs. Traders are closely monitoring the company's recent leadership transition and the potential for a rebound in Elevidys revenue, while strong short interest continues to fuel speculation about a potential short squeeze or buyout.

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

HPE is trending following its fiscal third-quarter results, where the company reported a revenue and earnings beat while raising its full-year outlook. While retail traders are largely bullish, noting the company's value as an AI infrastructure play, shares faced pressure due to investor concerns regarding margin performance and persistent supply-chain constraints.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is facing downward pressure amid broader market concerns over rising Treasury yields and inflation, leading traders to debate its long-term growth thesis versus short-term institutional manipulation. While some investors see the pullback as a buying opportunity based on strong user and product growth, others are frustrated by the stock's lack of momentum and perceived underperformance relative to other fintech peers.

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Same w $AAPL $NFLX $NVDA $PLTR $MU all worth owning into election strength 

Seasonal schmeasonal

fernando

Joel Mason

packersone

$META $AMZN $GOOGL $MSFT $AVGO 
All very cheap still

Worth buying. Here. Now.

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Meta Platforms Inc

Amazon.com Inc

Alphabet Inc Class A

Microsoft Corp

bob smith

Apple Inc

Netflix Inc

Palantir Technologies Inc

Micron Technology Inc

 all worth owning into election strength 

Seasonal schmeasonal

@23bobsmith23 It was &quot;seasonal&quot; when all these stocks/companies were used only by laptops and computers...now they&#39;re going into AI learning centers and robots and cars......no seasons any more (just like Southern California) 😂🤙😎🚀🚀🚀

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 It was "seasonal" when all these stocks/companies were used only by laptops and computers...now they're going into AI learning centers and robots and cars......no seasons any more (just like Southern California) 😂🤙😎🚀🚀🚀