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Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending after its latest earnings report projected up to $200 billion in capital expenditures for 2026, triggering a significant sell-off as the community debates whether this aggressive investment in AI and cloud infrastructure signals strong future growth or will dampen near-term profitability.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending due to a Q2 earnings report that missed estimates, largely influenced by non-cash charges and reduced Bitcoin mining revenue, while also highlighting its pivot to AI with secured GPU financing and expanded power capacity. This fuels a polarized debate, with supporters viewing the sell-off as an overreaction to a long-term AI infrastructure play, contrasting with critics concerned about execution and profitability.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending after announcing an expected first-ever adjusted operating profit for Q4 2025, which significantly exceeded market expectations and is prompting strong bullish sentiment. The community is also celebrating the imminent 100 million battery swap milestone, viewing these developments as a turning point for the company and a potential catalyst for a significant stock rally.

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 trending amidst significant capital expenditure increases from major tech companies for AI infrastructure, driving strong community debate over sustained memory demand and market volatility, especially as reports confirm surging memory prices and ongoing supply shortages.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strive Inc. is a major talking point as its 1-for-20 reverse stock split takes effect on February 6, coinciding with a severe Bitcoin downturn, fueling a highly polarized community debate about impending dilution and shorting risks versus hopes for a potential squeeze or recovery driven by bullish Bitcoin sentiment.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

Starknet (STRK) is drawing attention with notable increases in Total Value Locked and app revenue, alongside its recent token expansion to Solana and potential institutional interest via a Bitwise ETF. The community underscores its advanced ZK-STARK technology for quantum-resistant scalability and a strong privacy roadmap, particularly praising its innovative BTCFi integrations for productive Bitcoin yield.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is trending as Bitcoin experiences extreme volatility and significant liquidations, leading to intense debate among investors over whether the stock is facing further capitulation or an opportune buying moment in its deeply oversold condition. Community discussion also centers on CEO Brian Armstrong's opposition to the Clarity Act, viewed by some as a defense against institutional power.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is trending after reporting a significant net loss, fueling a heated debate among investors over its Bitcoin acquisition strategy. Bulls anticipate a short squeeze as Bitcoin shows signs of recovery, while bears warn of further downside and potential bankruptcy due to the company's leveraged exposure to the volatile cryptocurrency.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. It provides online news services where users can select and rank web content. The firm also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is trending after its Q4 earnings beat revenue and EPS estimates, driven by strong ad growth and user engagement, and announced a substantial share buyback program. The community is actively debating whether these positive results can overcome recent market headwinds and analyst price target adjustments that have weighed on the stock.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing extreme volatility as it rebounds from sharp declines, leading to intense community debate over whether recent institutional activity signals a true bottom or a potential 'bull trap' amid swirling controversial rumors.

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Zomato Ltd.

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ITC Ltd.

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$LIN Even more bullish on this thesis with the QQQ looking gassed out, Venezuela, Iran.  Thing is the there&#39;s billions in fresh powder getting created every hour and it needs somewhere to go.  Demand for chemicals, metals, oils is only going to skyrocket as we start turning all organic matter into inorganic stuff (robots).  There&#39;s a billion new humans every decade each with an endless demand for junk and a finite and shrinking supply of raw materials to make it.

Reggie

$LIN Chemicals, Materials, Metals, Miners - all massively undervalued sectors loaded with companies like Linde that have learned to thrive competing with China.  With rapidly changing geopolitical risks, countries are starting to question letting one country destroy critical sectors.  Remember what profits were like when covid limited that (unfair) competition?   
 
Betting on a big rotation coming, trillions in capital needs reallocated from the Big 10 to cash flow rich sectors with gigantic moats.  Just a few I like - LIN HUN XME OXY CVE BTU BRK.B ET OIH NUE

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Linde Plc.

Matt case

 Even more bullish on this thesis with the QQQ looking gassed out, Venezuela, Iran.  Thing is the there's billions in fresh powder getting created every hour and it needs somewhere to go.  Demand for chemicals, metals, oils is only going to skyrocket as we start turning all organic matter into inorganic stuff (robots).  There's a billion new humans every decade each with an endless demand for junk and a finite and shrinking supply of raw materials to make it.