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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing intense conversation following a substantial earnings miss that initially triggered a sharp sell-off; however, a surprising rebound is underway, driven by community optimism around its aggressive AI infrastructure pivot, massive secured power capacity, and significant GPU financing for anticipated future contracts, despite ongoing debate about immediate customer contract delivery.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending following a significant sell-off after its earnings report, as investors grapple with the company's substantial planned capital expenditures for AI and cloud infrastructure amidst strong AWS growth. The community is sharply divided, with many viewing the dip as an overreaction and a buying opportunity, while others express caution over the scale of future investments and their immediate return.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending after launching a low-cost, compounded oral semaglutide as an alternative to expensive GLP-1 drugs, igniting heated debate. Investors are actively discussing whether this is a disruptive move challenging big pharma and driving customer acquisition, or if it exposes the company to significant legal and regulatory risks from pharmaceutical giants like Novo Nordisk.

Kelly Services, Inc. engages in the provision of talent solutions. It operates through the following segments: Professional and Industrial, Science, Engineering, and Technology, Education, Outsourcing and Consulting, and International. The Professional and Industrial segment includes the provision of administrative, accounting and finance, light industrial, contact center staffing, and other workforce solutions. The Science, Engineering, and Technology segment focuses on staffing, outcome-based, permanent placement services, clinical research, and telecommunications. The Education segment involves offering education and therapy services talent through staffing, permanent placement, and executive search services to Pre-K-12 school districts and organizations. The Outsourcing and Consulting segment consists of global talent supply chain and workforce solutions, including Managed Service Provider (MSP), Recruitment Process Outsourcing (RPO), Payroll Process Outsourcing (PPO), and executive coaching programs. The company was founded by William Russell Kelly on October 7, 1946 and is headquartered in Troy, MI.

Kelly Services, Inc. - Ordinary Shares - Class B

KELYB is experiencing extreme volatility and a parabolic surge driven by the recent acquisition of a 92.2% controlling stake by Hunt Equity, which has drastically reduced its public float, prompting widespread speculation of a massive short squeeze among the community.

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. 

Nebius Group is trending as hyperscalers like Google and Amazon announce massive capital expenditure increases for AI infrastructure, positioning NBIS at the forefront of the surging demand for high-performance computing data centers. The community is actively discussing whether this fundamental tailwind will override broader market volatility and concerns over execution, seeing a significant opportunity despite recent price action.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSpark is trending after its Q1 earnings report showed significant losses and missed revenue, with community discussion polarizing between those highlighting the "horrible numbers" and high executive compensation, and others viewing the dip as an "undervalued" opportunity based on its long-term AI and high-performance computing data center vision.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is gaining attention amid its extended $30 per share hostile tender offer for Warner Bros. Discovery, challenging Netflix's competing bid which faces increasing regulatory scrutiny. Community discussion is also driven by positive initial reception and strong viewership for Paramount+'s exclusive UFC content, alongside its strategic push into short-form video, fueling some investor optimism for the company's future.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is trending as hyperscalers like Google and Amazon signal extensive capital investments in AI, intensifying demand for data center infrastructure and power, a shift the community believes is strongly validated by CIFR's recent oversubscribed, non-dilutive $2 billion bond offering and existing multi-billion dollar contracts.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

The SPDR S&P 500 ETF (SPY) is seeing a significant pre-market rebound, sparking intense community debate over whether it's a "dead cat bounce" or a sustained recovery, with market participants closely watching expiring put options and broader sentiment shifts following recent tech sector weakness and Bitcoin's volatile movements.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy surged on a strong earnings beat and optimistic forward guidance, fueled by its critical role in providing distributed power solutions for the rapidly expanding AI data center market, even as some investors voice caution regarding its elevated valuation.

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$NJDCY oversold on tiny accounting discrepancy by rogue Chinese sub.  Was a cheap stock prior to 20% plunge ?$200mn blip? = $5bn market cap? Don’t think so .  Not ADM where upper management complicit and which also eventually recovered share drop.  Imo

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Nidec Corporation

 oversold on tiny accounting discrepancy by rogue Chinese sub.  Was a cheap stock prior to 20% plunge ?$200mn blip? = $5bn market cap? Don’t think so .  Not ADM where upper management complicit and which also eventually recovered share drop.  Imo