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SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending heavily ahead of its upcoming Q4 earnings, fueling intense community speculation around a potential short squeeze given its high short interest. Discussion is also robust on its strategic global expansion, new product launches, and perceived synergy with NVIDIA's agentic AI focus.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is sparking intense community debate following its latest earnings report, which featured robust revenue growth and a staggering $66.8 billion backlog but also widening net losses and an EPS miss. Investors are weighing the massive AI infrastructure demand and a new $8.5 billion Meta-backed loan against significant debt, cash burn, and execution challenges, with further clarity anticipated from the earnings call.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is a focal point of discussion as its stock declined despite strong user growth and a new share repurchase program, leaving investors to debate the company's solid fundamentals against persistent market fears regarding AI's potential to diminish its competitive advantage.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital Holdings is sparking intense debate following its strategic expansion into AI infrastructure via the acquisition of Exaion and a partnership with Starwood Capital for AI data centers. This diversification is fueling community speculation about a significant short squeeze, though a vocal bearish contingent remains highly skeptical ahead of the upcoming earnings report.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is trending with high anticipation ahead of its earnings report, as the community debates strong growth expectations fueled by increasing defense contracts and HASTE hypersonic missions against broader market volatility. Investors are keenly focused on the company's expanding role in critical space infrastructure and national security.

Block, Inc. engages in creating ecosystems for distinct customer audiences. It operates through the Square and Cash App segments. The Square segment provides payment services, software solutions, hardware, and financial services to sellers. The Cash App segment includes the financial tools available to individuals within the mobile Cash App, including peer-to-peer payments, bitcoin and stock investments. It also includes Cash App Card, which is linked to customer stored balances that customers can use to pay for purchases or withdraw funds from an ATM. The company was founded by Jack Patrick Dorsey and James Morgan McKelvey in February 2009 and is headquartered in Oakland, CA.

Block Inc - Ordinary Shares - Class A

Block Inc

Block Inc. (XYZ) is trending after announcing a restructuring plan that includes significant workforce reductions, which has led to a notable surge in its shares. Community discussions are rife with a mix of surprise at the market's positive reaction to the aggressive cost-cutting, alongside debates on the sustainability of such gains and the broader implications for the fintech sector.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

Rocket Companies Inc

Rocket Companies (RKT) is surging on a strong Q4 earnings beat and robust Q1 revenue guidance, generating significant buzz following its new strategic alliance with Compass aimed at expanding home listing inventory. The community is actively discussing RKT's AI-driven efficiency and the potential for a short squeeze as falling mortgage rates invigorate the housing market, driving strong bullish sentiment.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodata is trending as the community anticipates its Q4 earnings, actively debating whether projected future revenue growth, including expansion into AI robotics and government defense, meets high expectations for a company positioned at the core of AI data training.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending following a stellar earnings report that highlighted explosive growth in AI server revenue and a record $43 billion backlog. This performance is largely seen by the community as a strong validation of the accelerating AI infrastructure demand, despite some analysts' bearish perspectives.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit is trending as its recent AI partnership with Anthropic and impending earnings ignite intense debate among investors. Many view the stock as oversold due to exaggerated fears about AI disrupting its sticky financial software, while others remain cautious given broader software sector pressures.

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 Got in today 478.  I'm in, long, and will be buying dips along the way if they come.