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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 sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, 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 surging following a blockbuster earnings report that showcased the fastest AWS growth since 2021, fueling investor confidence in the company's aggressive AI infrastructure spending and cloud demand. While some community members are debating the impact of unrealized investment gains and heavy capital expenditures, bulls are pointing to the robust AWS backlog as proof that the company's AI-focused strategy is successfully driving long-term value.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending as investors debate reports that the company is considering restructuring its China business to potentially facilitate a merger with SpaceX, fueling intense speculation about future valuations and organizational control. While some in the community see the move as a strategic pivot to focus on long-term robotics and AI innovation, many others remain skeptical, citing concerns over losing a key market and the potential for increased volatility.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It 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 as investors weigh strong quarterly growth against concerns over declining U.S. user traffic and the company's dependency on search referrals. The community remains divided between those bullish on Reddit's monetization potential and AI data-licensing deals, and those skeptical of its long-term moat and current valuation.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending due to new analyst coverage from Stifel setting a $22 price target and ongoing investor anticipation regarding the upcoming Biologics License Application (BLA) submission for its lead immunotherapy candidate. The community is actively discussing the stock's resilient price action, institutional accumulation, and the potential for a significant revaluation as investors prepare for upcoming biomarker data and manufacturing updates.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox stock is facing significant volatility following disappointing Q2 growth metrics and weak forward revenue guidance, which has fueled intense debate among community members over the company's long-term growth prospects. While some investors view the recent price drop as a buying opportunity given the company's ongoing platform expansion and share repurchase program, others remain skeptical due to shifting user engagement trends and mounting regulatory scrutiny.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is currently facing significant selling pressure and community scrutiny driven by concerns over shareholder dilution from the SkyWater Technology acquisition and a lack of organic revenue growth. While some investors remain focused on the potential of long-term quantum hardware milestones, active discussion is dominated by bearish sentiment regarding cash burn, technical roadmap skepticism, and overall volatility in the quantum sector.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is experiencing extreme volatility as retail traders clash over the sustainability of a sharp AI-driven rally, with sentiment split between those calling for a structural bear market pullback and others betting on a continued short squeeze. Investors are closely monitoring key earnings results from major tech components to gauge if the recent rebound represents a genuine reversal or a tactical move in a market characterized by intense algorithmic activity and speculative fervor.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is experiencing a sharp sell-off in after-hours trading as investors react to weaker-than-expected revenue guidance and concerns over rising component costs, despite the company beating overall revenue and earnings targets. The community is heavily divided, with traders debating whether this dip represents a healthy cooling period following a massive run-up or a fundamental turning point signaling a broader loss of growth momentum.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is facing significant volatility as market participants weigh persistent geopolitical tensions in the Strait of Hormuz against ongoing speculation regarding U.S.-Iran diplomatic interventions. The community is actively debating whether recent price fluctuations are driven by genuine supply shortages and regional escalation or by government-led market manipulation to influence domestic inflation.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

First Solar is trending as investors digest a Q2 2026 earnings report featuring an EPS beat and strong margin expansion driven by manufacturing efficiencies, despite softer-than-expected full-year revenue guidance. The community is heavily debating the stock's long-term potential as a domestic solar leader versus short-term volatility, with many actively tracking tariff news and the company's robust project backlog.

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$SMCI vs. $DELL — Why I’m more bullish on SMCI

Both are respected companies in AI infrastructure, but I believe SMCI offers the better upside at today’s valuation.

• Higher AI exposure: SMCI is much more directly tied to AI server deployments, while Dell’s business is spread across PCs, storage, networking, and services.

• Faster innovation: SMCI’s building-block architecture allows it to bring new NVIDIA, AMD, and Intel platforms to market quickly, which has been a competitive advantage in a rapidly evolving AI cycle.

• Hyperscaler momentum: The company has highlighted record order activity and a massive AI backlog, indicating continued demand from large-scale customers.

• Operating leverage: As product mix improves and manufacturing capacity scales, stronger margins can have an outsized impact on earnings growth.

• Valuation: Much of the market’s skepticism appears to already be reflected in SMCI’s share price. If the company continues executing and delivers on its guidance, there is greater potential for multiple expansion than a mature company like Dell.

Dell is a solid company, but it’s a diversified technology business. SMCI is a more concentrated AI infrastructure play, and if AI data center spending remains strong over the next several years, that concentration could translate into greater upside, along with higher risk.

That’s why I own SMCI. $NVDA $AMD $INTC

Nick Barrette

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Super Micro Computer Inc

Dell Technologies Inc

Advanced Micro Devices Inc

Intel Corp

 — Why I’m more bullish on SMCI

Both are respected companies in AI infrastructure, but I believe SMCI offers the better upside at today’s valuation.

• Higher AI exposure: SMCI is much more directly tied to AI server deployments, while Dell’s business is spread across PCs, storage, networking, and services.

• Faster innovation: SMCI’s building-block architecture allows it to bring new NVIDIA, AMD, and Intel platforms to market quickly, which has been a competitive advantage in a rapidly evolving AI cycle.

• Hyperscaler momentum: The company has highlighted record order activity and a massive AI backlog, indicating continued demand from large-scale customers.

• Operating leverage: As product mix improves and manufacturing capacity scales, stronger margins can have an outsized impact on earnings growth.

• Valuation: Much of the market’s skepticism appears to already be reflected in SMCI’s share price. If the company continues executing and delivers on its guidance, there is greater potential for multiple expansion than a mature company like Dell.

Dell is a solid company, but it’s a diversified technology business. SMCI is a more concentrated AI infrastructure play, and if AI data center spending remains strong over the next several years, that concentration could translate into greater upside, along with higher risk.

That’s why I own SMCI. 