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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 due to a flurry of new partnerships and announcements at its GTC conference, fueling optimism about its role in the AI revolution. Community members are actively discussing the company's growing market cap and potential future growth, with some expressing concerns about a possible bubble. The positive sentiment is further boosted by news of potential trade discussions involving NVIDIA's technology.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as the market surges to new highs, fueled by AI optimism and big tech's potential earnings. Community members are debating whether this rally is sustainable, with some pointing to stretched valuations and an overbought market while others highlight the momentum driven by Nvidia and potential Fed moves. Traders are also watching closely for signs of a pullback as the Magnificent Seven companies prepare to report.

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 is trending as investors discuss its recent partnership with Nvidia, speculating on the potential impact for both companies and the broader AI landscape. Community members are debating valuation, future growth prospects, and potential price targets, with some highlighting Palantir's strategic positioning in government and enterprise sectors. Anticipation is building ahead of the upcoming earnings release, with some expecting strong results and others remaining cautious.

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 as investors assess its AI prospects amid partnerships with companies like NVIDIA and potential deals with TikTok. The community is weighing the company's growth potential against concerns around debt and recent insider selling. News around supercomputer collaborations and broader AI infrastructure buildouts are keeping $ORCL on traders' radars.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending due to anticipation surrounding potential U.S. government support for deep-sea mining and the company's upcoming participation in the Maxim Group Emerging Growth Virtual Conference. Community members are closely watching for news related to NOAA permits and a possible deal with Korea Zinc, while also debating the impact of potential trade agreements between the U.S. and China on critical mineral stocks.

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

SMCI is trending amid news of expanded collaborations with NVIDIA and analyst notes regarding significant upside in the AI sector. The community is discussing the company's strengthened compliance and U.S.-based manufacturing, with some speculating about potential government contracts and a possible buyout. Overall, SMCI's close ties to the AI infrastructure boom are fueling investor interest, despite some concerns about tight margins.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DKNG is trending amid discussions about the potential impact of prediction markets and an NBA betting scandal. Community members are weighing the competitive threat from platforms like Polymarket and Truth Social, while others highlight DraftKings' acquisition of Railbird and Ark Invest's continued accumulation of shares, which is prompting debate on whether the recent selloff is an overreaction. Some investors express concern about potential regulatory headwinds and the company's leadership, while others maintain a bullish outlook based on upcoming earnings and long-term growth prospects.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is surging after news of a significant AI-focused partnership and a $1 billion equity investment from NVIDIA, with community members speculating on the potential for a turnaround and re-emergence in the telecom space. Discussions revolve around the integration of AI into Nokia's 5G and 6G technology and the potential impact on the company's future growth. Some traders are also considering whether this event will trigger a short squeeze.

Richtech Robotics, Inc. engages in the development of robotic technologies. The firm designs, manufactures, and sells robots to restaurants, hotels, senior living centers, casinos, factories, and movie theaters. Its robots perform a variety of services including restaurant running and bussing, hotel room service delivery, floor scrubbing and vacuuming, and beverage and food preparation. The company was founded by Zhen Wu Huang and Zhen Qiang Huang on July 19, 2016 and is headquartered in Las Vegas, NV.

Richtech Robotics Inc. - Ordinary Shares - Class B

Richtech Robotics Inc.

Richtech Robotics ($RR) is trending as investors discuss its partnership with the Vegas Golden Knights and anticipation for its robot reveal at NVIDIA's GTC conference. Community members are debating the potential of AI in live sports, while some express concerns around the company's valuation and comparisons to Chinese robots. Overall, the community's focus is on the potential impact of robotics in various sectors.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy ($BE) is trending following a $5B Brookfield deal to supply clean energy to AI data centers, sparking excitement about the company's role in the AI infrastructure buildout. The community is actively discussing whether the current valuation is justified and if Bloom can translate this narrative into sustained growth. Some traders anticipate a short squeeze while others caution about an overextended valuation.

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