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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

Advanced Micro Devices is trending after its earnings report, where despite an overall beat and strong data center growth, the stock plunged, sparking community debate over conservative guidance, particularly concerning China AI chip sales, and a wider sell-off across the semiconductor sector.

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 Technologies is experiencing a significant sell-off despite reporting strong earnings, fueling intense community debate over its high valuation amid broader tech sector weakness and aggressive profit-taking.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is seeing a significant sector-wide pullback driven by profit-taking from its substantial rally, compounded by insider selling and broader market weakness, sparking intense community discussion between those buying the dip on robust AI memory demand and others anticipating a deeper correction for the stock.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is trending amidst a substantial sell-off in technology and growth stocks, generating community discussion around potential market capitulation and critical support levels as investors navigate AI-related uncertainty and a notable rotation towards value.

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

The community is fiercely divided on Robinhood ($HOOD) as it experiences a sharp sell-off, heavily influenced by Bitcoin's downturn and broader market weakness. Investors are anxiously awaiting its upcoming earnings report, debating whether current levels present an oversold buying opportunity or if further declines are ahead.

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 after announcing a $2 billion senior secured notes offering to finance its Amazon-leased Black Pearl data center, accelerating its pivot into high-performance computing for AI. Amidst a broader market downturn, the community is debating whether a "bear raid" is creating a "juicy dip" to accumulate shares, anticipating long-term growth as the company increasingly decouples from Bitcoin's volatility.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is generating significant buzz ahead of its Q4 earnings, with community excitement fueled by recent AI breakthroughs like Gemini's growing adoption and Waymo's substantial $16 billion funding, as investors keenly watch if its performance can uplift the broader tech market.

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 amid strong analyst upgrades and recent successful Electron launches, solidifying its position as a key player in the expanding orbital economy and defense sector; many in the community are seizing recent market-wide dips as a compelling buying opportunity.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is highly active as investors eagerly await its upcoming earnings, with fervent debate centered on whether its AI leadership, particularly with Gemini and a significant Waymo valuation boost, will drive a market-saving beat or lead to a post-report sell-off amid broader tech jitters.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is driving intense conversation following a sector-wide sell-off fueled by broader AI market sentiment, prompting many long-term investors to enthusiastically 'buy the dip' and dismiss the downturn as market manipulation and an opportunity in essential AI infrastructure.

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 Let me be the first to say that I’m all in on this for the PM supercycle!  Y’all better jump on this train. Mark my words!