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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

Optimism that Metas Muse AI agent could drive greater CPU demand alongside GPUs is fueling AMDs rally, with traders also citing broader AI enthusiasm and a squeeze on bearish bets. The community is divided between bullish momentum and concerns that the sharp run-up has left the stock overvalued and vulnerable to a pullback.

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

Enthusiasm for Metas Muse AI agent and its Connect-era product and partnership announcements is driving the rally, with bulls pointing to user adoption and Metas distribution as potential paths to monetization. Skeptics argue the apps usefulness and revenue potential remain unproven, while the sharp run-up has fueled concerns about stretched valuation, AI spending, and a possible pullback.

London-based Quant Network is set to revolutionise blockchain technology with the development of their blockchain operating system Overledger. The experienced team are determined to fulfil the original vision of the internet by creating an open trusted network for people, machines, and data to operate securely and safely.  Overledger -the first interoperable blockchain operating system that facilitates internet-scale development of decentralised, multi-chain applications. Overledger has the ability to unlock and distribute value and applications across current and future blockchains. It is an agnostic platform that connects the world's networks to blockchains and ensures you're not limited to any single a vendor or technology. Overledger is the only platform that facilitates the development of internet-scales development of decentralised, multi-chain applications.

Quant

Quants sharp rally is being linked by traders to its Robinhood listing and developments around tokenized bank deposits and institutional payment infrastructure. Many are bullish on potential adoption and the tokens limited supply, while others warn of a pullback and question whether enterprise use will translate into token demand.

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. 

BNP Paribas upgrade of Nebius to Outperform, alongside reports of higher GPU-cloud pricing, is driving attention as traders view pricing power as evidence of tight AI-compute capacity and strong demand. Bullish reactions are countered by concerns about valuation, heavy capital needs and Michael Burrys reported short position.

Blue Owl Capital, Inc. operates as an alternative asset management firm. It provides investors access to asset management capital solutions through its Direct Lending and GP Capital Solutions products. The company offers a platform of capital solutions to both middle market companies and large alternative asset managers. The company was founded by Doug Irving Ostrover, Michael Rees and Craig W.Packer in 2009 and is headquartered in New York, NY.

Blue Owl Capital Inc - Ordinary Shares - Class A

Oracles force majeure notice concerning the Blue Owl-backed Project Jupiter data center has renewed concern about construction delays and potential exposure for OWL. Traders disagree on the implications: bears see added risk to the financing, while some investors argue the notice does not alter the projects financial commitments and view the selloff as an overreaction.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASMLs strong AI-driven equipment demand, raised outlook and booked-out EUV capacity are being weighed against a muted, volatile share price; traders debate whether the fundamentals support its valuation or whether recent gains are already priced in. Concerns about reported Chinese DUV tool development also recur, though many view the competitive threat as distant and the selloff as an overreaction.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigettis finalized U.S. Department of Commerce agreement to fund superconducting quantum-computing research is the main catalyst drawing attention. Traders are divided over the governments equity stakebullish voices see validation and support for R&D, while skeptics focus on dilution and the stocks speculative valuation.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as Treasury yields surge to multi-decade highs; traders cite hawkish Fed signals, strong economic data, oil-driven inflation concerns and heavy government borrowing. The community is split between expecting further bond losses and buying the selloff in anticipation of eventual demand or a policy response, while some question why equities have held up amid the bond weakness.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Expectations that Metas Muse and other agentic-AI workloads could boost CPU demand are driving attention to Intel alongside other chipmakers. Traders are broadly bullish on the rally, while some question Intels valuation and warn that partnership or foundry-customer announcements being speculated about are not confirmed.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is drawing attention after reporting results above expectations and raising its outlook, with traders focused on QNX growth and automotive wins including an Alloy Kore design win and an Uber selection. Many are bullish on the growth potential, while others question how quickly the wins will translate into revenue and point to a muted, volatile share-price reaction.

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