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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending as investors react to reports of potential easing of China-related export restrictions for H200 chips, sparking a bullish breakout that has left short sellers scrambling to cover positions. While some community members remain skeptical, calling the move a manipulated "shakeout," many bulls are pointing to strong forward-looking earnings estimates and hyperscaler demand as evidence that the stock is undervalued.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is seeing significant investor attention driven by a surge in trading volume and optimism surrounding its Russell 3000 index inclusion. The community remains deeply divided, with some investors betting on a technical breakout and housing sector recovery while vocal critics highlight the stock's historical volatility and ongoing short interest.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is in focus as investors brace for the latest financial results, with community conversation polarized between those anticipating a continued growth trajectory and others wary of valuation premiums. Discussions are heavily focused on membership trends, the potential for a special dividend, and the stock's role as a defensive staple amid broader retail market volatility.

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 is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is generating intense discussion following US Department of Justice approval for its acquisition of Warner Bros. Discovery, a milestone that has shifted community focus toward remaining regulatory hurdles in Europe and potential state-level antitrust challenges. Investors are debating the long-term strategic potential of the combined media entity versus immediate concerns regarding debt levels, merger delays, and the volatility of the share price.

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 trending following the announcement of a new 1,200-acre land acquisition in Texas, a strategic move aimed at significantly expanding its power capacity for both Bitcoin mining and high-performance computing operations. While the community is actively debating the company's long-term execution and leadership, traders remain highly focused on whether this infrastructure expansion will catalyze a potential short squeeze or lead to high-value AI hyperscaler deals.

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: PepsiCo Foods North America (PFNA), PepsiCo Beverages North America (PBNA), International Beverages Franchise (IB Franchise), Europe, Middle East and Africa (EMEA), Latin America Foods (LatAm Foods), and Asia Pacific Foods. The PFNA segment refers to the food businesses in the United States and Canada. The PBNA segment includes beverage businesses in the United States and Canada. The IB Franchise segment involves the international franchise beverage businesses, as well as the SodaStream business. The EMEA segment pertains to food businesses and beverage businesses with company-owned bottlers in Europe, the Middle East, and Africa. The LatAm Foods segment consists of food businesses in Latin America. The Asia Pacific Foods segment is associated in food businesses in Asia Pacific, including China, Australia and New Zealand, as well as India. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

PepsiCo Inc

PepsiCo is trending as investors weigh mixed quarterly results against a broader rotation into defensive, dividend-paying stocks amid market uncertainty. The community is actively debating the company's volume growth strategies, the impact of pricing shifts on snack demand, and PepsiCo's positioning in the beverage sector relative to competitors.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix Corp is trending following the strategic hire of former Apple operations executive Michael Vyvoda as COO, a move investors view as a critical step toward scaling the company's high-volume manufacturing capabilities. While the community remains divided between those betting on long-term technological disruption in consumer electronics and those skeptical of execution timelines, the stock is seeing heightened engagement as stakeholders weigh the potential for a commercial inflection point.

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 by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing significant retail interest as traders focus on its high short interest and potential for a squeeze, with many pointing to heavy call option volume and a critical technical battle around the $7 price level. Investors are actively debating the impact of the pending LivePerson acquisition and potential growth in agentic AI while monitoring the stock's consolidation near established support zones.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Penguin Solutions is trending as traders closely monitor the stock ahead of its upcoming earnings report, with community sentiment divided between bulls betting on its status as a key NVIDIA AI Factory partner and bears highlighting concerns over CFO turnover and market volatility. The conversation remains centered on the company's role in the AI infrastructure buildout and its ability to maintain momentum in a highly volatile semiconductor sector.

Starbucks Corp. engages in the production, marketing, and retailing of specialty coffee. It operates through the following segments: North America, International, and Channel Development. The North America segment focuses on the United States and Canada. The International segment is involved in China, Japan, Asia Pacific, Europe, Middle East, Africa, Latin America, and Caribbean. The Channel Development segment includes roasted whole bean and ground coffees, Seattle’s Best Coffee, and Teavana-branded single-serve products. The company was founded by Jerry Baldwin and Howard D. Schultz on November 4, 1985, and is headquartered in Seattle, WA.

Starbucks Corp.

Starbucks Corp

Starbucks is trending as investors weigh its aggressive internal AI development to reduce vendor software costs against broader concerns regarding a consumer-led economic downturn. The community remains deeply divided, with bulls pointing to potential margin expansion and turnaround initiatives, while bears warn of declining discretionary spending and the risks of scaling unproven in-house technology.

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$OSS Rate my holdings:  
  
OSS: Defense and Commercial / EDGE Ai  
  
$KTOS : Defense / drones / missiles / satelite   
  
$CRWV : Ai data center

Mike Piz

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One Stop Systems Inc

Kratos Defense & Security Solutions Inc

CoreWeave Inc

 Rate my holdings:  
  
OSS: Defense and Commercial / EDGE Ai  
  


 : Defense / drones / missiles / satelite   
  


Angelo G

@Angelo_G OSS is great but the other two are too big. You’ll never make big money (multi baggers) on stocks that are big caps already. You need to find micro or small caps otherwise you’re like all the sheep out there chasing the 10,000 clowns on CNBC!!!

Realist

StockTwits for iOS

 OSS is great but the other two are too big. You’ll never make big money (multi baggers) on stocks that are big caps already. You need to find micro or small caps otherwise you’re like all the sheep out there chasing the 10,000 clowns on CNBC!!!