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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 latest earnings report, despite exceeding estimates, caused a sharp decline as investors reacted to its guidance. This has sparked intense community debate about whether the market's high AI expectations for the semiconductor sector are leading to an overblown correction or a necessary reset.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir ($PLTR) is trending after a substantial stock drop, contradicting its strong earnings report, leading to community speculation about market manipulation. This has fueled a contentious debate between investors who see a buying opportunity and those who maintain the software company remains significantly overvalued amid broader sector weakness.

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 experiencing extreme volatility ahead of its earnings report as the community speculates on a potential Amazon deal, sharply dividing investors between those confident in its AI infrastructure pivot and those fearing its ongoing correlation with Bitcoin price fluctuations. Many believe current price action is a "shakeout" by shorts, while others see an overhyped valuation vulnerable to disappointment without a confirmed new hyperscaler contract.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Applovin Corp. is trending amid a sharp sell-off driven by market concerns over Google's Project Genie and new competition from CloudX in the ad tech sector. Community members largely view the reaction as overblown, highlighting the company's pure-play ad platform and upcoming earnings as potential catalysts for recovery.

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 a significant rally following better-than-expected earnings and optimistic future guidance, with the community actively discussing a potential short squeeze given high short interest. This surge is fueling hopes for a broader recovery in the solar sector, supported by analyst upgrades and new product innovations.

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 ($HOOD) is experiencing significant market volatility and a sharp price decline, with the community largely attributing the sell-off to weakness in the broader cryptocurrency market ahead of its upcoming earnings report. While many express deep concern and foresee further drops, a vocal segment of investors views the current oversold conditions as a prime buying opportunity, banking on a potential rebound and the company's diversification efforts beyond crypto.

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 following its proposed $2 billion senior secured note offering for the Black Pearl data center, pre-leased by Amazon Web Services, and a new 200MW site acquisition in Ohio. This strategic pivot to AI/HPC data centers with long-term hyperscaler contracts has the community debating its potential decoupling from Bitcoin volatility, with many viewing current price action as a compelling buying opportunity for future growth.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is trending with its stock hitting multi-year lows ahead of earnings, sparking intense community debate over CEO Evan Spiegel's leadership and the impact of potential social media restrictions for minors. Despite investor frustration, many view the oversold valuation as a significant opportunity, anticipating a rebound driven by its vast user base and potential for a management shift or buyout.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf (WULF) is trending after announcing the acquisition of two new sites, more than doubling its digital and power capacity to 2.8 GW and significantly advancing its pivot to AI and high-performance computing infrastructure. The community is highly bullish, anticipating a major re-rating, potential short squeeze, and future contracts with hyperscalers as the company solidifies its position beyond Bitcoin mining.

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 surging following exceptional earnings and significantly raised revenue guidance, fueled by robust demand for AI infrastructure solutions. The community is fiercely debating its perceived undervaluation and the potential for a short squeeze, dismissing recent analyst downgrades as manipulative attempts to suppress the stock.

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