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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

Intel is seeing a surge in investor interest following a strong quarterly earnings report that featured a significant revenue beat and raised forward guidance, signaling potential momentum in the AI infrastructure cycle. The community is actively debating the company's long-term execution and foundry strategy, with many weighing the positive growth signals against concerns over GAAP losses and rising capital expenditures.

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 following a massive Pentagon contract, with the community actively debating whether this win and the broader AI infrastructure demand can overcome concerns regarding debt and free cash flow. Investors are closely monitoring the stock's price action as they weigh the company's long-term cloud potential against lingering skepticism from those bracing for further volatility.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is currently the center of active buyout speculation after reports surfaced that the board deemed a multibillion-dollar acquisition offer from Stripe and Advent International insufficient. Community members are heavily debating the company's intrinsic value, with many traders anticipating a higher counter-offer or the entry of additional strategic bidders.

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

AMD is currently trending as investors focus on the upcoming Advancing AI keynote and the potential for a massive data center compute cycle, with community debate intensifying over valuation concerns and the sustainability of hyperscaler capital expenditures. The conversation is further fueled by rumors of long-term server CPU supply agreements in China and speculative positioning ahead of key earnings and strategic product announcements.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers Outdoor is trending as investors weigh strong quarterly earnings and raised full-year guidance against a volatile retail sector, with the community actively debating whether the company's robust HOKA and UGG brand growth can continue to overcome broader macroeconomic headwinds. Sentiment remains deeply divided, as many traders express frustration over the stock's muted price reaction despite analyst upgrades and the initiation of a significant share buyback program.

Amkor Technology, Inc. engages in the provision of outsourced semiconductor packaging and test services. Its services include design, package characterization, test, and wafer bumping services. The company was founded in 1968 and is headquartered in Tempe, AZ.

AMKOR Technology Inc.

Amkor Technology is trending as investors react to a strategic multi-year partnership with NVIDIA, which includes a significant prepayment to accelerate advanced semiconductor packaging capacity in Arizona. The community is sharply divided, with bulls highlighting the stock's critical role in the AI supply chain bottleneck, while bears caution against high capital expenditures and long-term production timeline risks.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is experiencing intense downward price pressure and increased short interest, driving significant community frustration as the stock hits new lows despite recent institutional hires and positive sector fundamentals. Investors are actively debating the effectiveness of leadership and management's capital allocation strategies, with many closely watching upcoming earnings as the primary catalyst for a potential trend reversal.

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 gaining significant investor attention as the market anticipates the upcoming FDA advisory committee meetings regarding the compounding of peptides. While the regulatory outcomes remain a source of uncertainty and volatility, investors are closely watching how the company leverages its telehealth infrastructure to navigate these developments and expand its addressable market.

MaxLinear, Inc. engages in the provision of communications systems-on-chip (SoC) solutions used in broadband, mobile and wireline infrastructure, data center, and industrial and multi-market applications. Its products include cable broadband modems and gateways, wireline connectivity devices, radio frequency transceivers, fiber-optic modules, video set-top boxes and gateways, hybrid analog and digital televisions, direct broadcast satellite outdoor and indoor units, and power management and interface products. The company was founded by Kimihiko Imura, Curtis C. Ling, and Kishore V. Seendripu on September 25, 2003 and is headquartered in Carlsbad, CA.

MaxLinear Inc

MaxLinear is currently trending as a high-growth infrastructure play following a strong earnings report that highlighted a significant inflection in its optical data center business. Community discussion remains focused on the companys pivotal role in AI-driven network expansion and its potential to benefit from multi-year growth in high-speed optical interconnect demand.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is currently trending as investors weigh strong bullish forecasts from the CEO against market skepticism, with community discussion heavily focused on a potential partnership with POSCO and the stock's sensitivity to industrial demand. Traders remain sharply divided between those betting on a significant short squeeze fueled by heavy short interest and those who remain wary of the company's debt levels and historical volatility.

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Its crazy how much earnings decline $FVRR is pricing in... about 30% per year for next 5 years. 
 
Even if its so cheap i am bearish on their business for now 
 
$NSP $FA $RHI

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Fiverr International Ltd

Insperity Inc

First Advantage Corp.

Robert Half International Inc.

 is pricing in... about 30% per year for next 5 years. 
 
Even if its so cheap i am bearish on their business for now 
 


Adam Brennan

@AdamBrennan2 they are doing right things to adapt