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BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending due to surging trading volume and strong investor interest, fueled by a pivot from legacy hardware to a growth-oriented cybersecurity and IoT software model powered by QNX. The community is actively discussing the stock's transition into physical AI infrastructure, with shareholders debating the potential for long-term gains as the company ramps up subscription-based revenue and secures high-profile partnerships.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is experiencing a massive surge fueled by momentum traders and institutional capital following an endorsement from Nvidia's CEO, who identified the firm as a potential trillion-dollar entity. While the community is actively debating the sustainability of this rally and its parabolic structure, many are focused on the company's critical role in AI data center infrastructure as a primary driver of long-term sentiment.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is seeing significant attention from investors as it prepares for earnings, with expectations heavily focused on whether massive hyperscaler AI demand will justify further stock upside. Market sentiment remains highly active, with traders closely analyzing the potential for a blowout beat versus a post-earnings sell-off.

Keel Infrastructure Corp. engages in building artificial intelligence focused data centers and energy assets. It focuses on infrastructure and energy required to support high-performance computing and artificial intelligence workloads. The company was founded on April 1, 2026 and is headquartered in New York, NY.

Keel Infrastructure Corp.

Keel Infrastructure Corp

Keel Infrastructure Corp is experiencing a significant surge as investors rotate into AI and data center plays, with the stock gaining strong momentum amid speculation that major hyperscaler lease agreements are imminent. The community is actively discussing the stock's decoupling from Bitcoin, its pivot to high-performance computing, and the belief that the company is currently undervalued as it approaches a key technical resistance level.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is trending as investors weigh strong AI-driven demand and positive analyst sentiment against concerns regarding high valuations and the potential for a "sell the news" reaction post-earnings. The community is actively debating the stock's recent rapid appreciation, the impact of its acquisition strategy on organic growth, and whether it can maintain momentum as a market leader in the cybersecurity sector.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is experiencing a sustained wave of bullish momentum driven by anticipation surrounding the R2 vehicle launch and ongoing accumulation by institutional investors. Community discourse remains heavily focused on potential short squeezes and expanded partnerships, with many participants actively looking past near-term resistance levels in favor of a long-term AI and software-led valuation thesis.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical is drawing significant investor interest as the company heads into the upcoming ASCO annual meeting, where the community expects a major data reveal on their Alpha DaRT therapy for pancreatic cancer. Investors are actively discussing the stock's strong clinical progress, recent institutional price target increases, and the anticipation of upcoming trial milestones.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is drawing intense investor attention as the community debates whether its massive capital expenditure on AI infrastructure will yield long-term revenue growth or continue to weigh on stock performance. Traders are closely monitoring the stock's support at key psychological levels while weighing fresh analyst upgrades against broader concerns about the ROI of aggressive AI investments.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing significant selling pressure as investors react to concerns over software spending, rising AI infrastructure costs, and sector-wide sentiment shifts triggered by other tech giants' recent capital raising activity. Despite the negative price action, the community remains deeply divided, with many traders debating whether to buy the dip during the ongoing Build developer conference or bracing for further downside toward key support levels.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is capturing significant investor attention as market participants weigh the stock's role in the growing AI data center energy infrastructure theme against its ongoing need for firm commercial contracts. While some community members are treating recent price dips as buying opportunities for a potential rotation into nuclear energy, others remain cautious, highlighting the high volatility and lack of major project announcements as persistent headwinds for the stock.

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If you think about it, if AI becomes so powerful that you can make any SaaS then all software is worthless. Sure ideas matter, but any SaaS can be copyed by a competitor again assuming super intelligent AI. In this scenario it wouldn’t be worth the effort to write any SaaS software or do any software related work. So that is that, there won’t be any new software startups (on the plus those insufferable SF striver types will also go away). So basically any software related innovation will cease to exist. In a way AI will actually set us back. Still moat in hardware I guess …

James

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If you think about it, if AI becomes so powerful that you can make any SaaS then all software is worthless. Sure ideas matter, but any SaaS can be copyed by a competitor again assuming super intelligent AI. In this scenario it wouldn’t be worth the effort to write any SaaS software or do any software related work. So that is that, there won’t be any new software startups (on the plus those insufferable SF striver types will also go away). So basically any software related innovation will cease to exist. In a way AI will actually set us back. Still moat in hardware I guess …

@BIG_BEAR_ you&#39;re forgetting one key factor - USERS

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 you're forgetting one key factor - USERS

Jason Borne

@Noreturn users of what ? There won’t be any users of anything if everybody’s job got replaced by AI

 users of what ? There won’t be any users of anything if everybody’s job got replaced by AI