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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 Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is trending following a blowout earnings report that shattered expectations with record revenue growth and a massive surge in U.S. commercial adoption. The community is buzzing over the companys strong guidance and accelerated AI deal flow, fueling heated debates between bullish investors celebrating the companys growth and skeptics questioning its high valuation.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending following a significant debt-for-equity exchange, with the community sharply divided over whether the dilution is a strategic move to clean the balance sheet for future acquisitions or a betrayal of shareholder value. While some investors are aggressively buying the dip as a long-term play, others are expressing frustration over stagnant price action and criticizing management's recent capital allocation decisions.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is currently trending as investors focus on its upcoming earnings report, with the community actively debating whether the company's subscription-based revenue and AI-powered AR glasses can overcome persistent concerns around user growth and founder-led governance. The stock is seeing heightened volatility as traders weigh a potential turnaround story against a history of earnings disappointment and significant litigation risks.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly shares are hitting all-time highs as the company maintains its leadership in the competitive obesity and diabetes market, buoyed by the strong performance of its GLP-1 franchise. While some investors remain cautious about the high valuation and increased legal scrutiny regarding marketing claims, the community is heavily focused on the company's robust innovation pipeline, anticipated earnings growth, and broader sector rotation into healthcare as a defensive growth play.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblaze is experiencing a significant surge following the announcement of a $335 million multi-year cloud storage agreement with CoreWeave, which investors view as a strong validation of the company's role in the AI infrastructure stack. The community is actively debating the stock's valuation upside and potential technical breakout levels, with some traders monitoring for short-term profit-taking while others highlight the long-term growth thesis driven by increasing demand for AI-ready data capacity.

Voyager Technologies, Inc. engages in the defense technology and space solutions. It operates through the following segments: Defense & National Security, Space Solutions, and Starlab Space Stations. The Defense & National Security segment consists of innovative mission-critical solutions to protect dynamic and contested domains. The Space Solutions segment consists of space infrastructure, advanced space technology, science systems and mission services. The Starlab Space Stations segment consists of a commercial space station. The company was founded by Dylan Taylor and Matthew Kuta on August 15, 2019 and is headquartered in Denver, CO.

Voyager Technologies Inc. - Ordinary Shares - Class A

Voyager Technologies (VOYG) is surging following a strong quarterly report that featured record bookings and an upward revision to full-year revenue guidance. The community is actively discussing the company's expanding backlog and its strategic position in space infrastructure, with many focusing on whether this momentum signals a long-term shift toward sustained profitability as the company scales.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending as investors react to a rebound in the AI infrastructure sector, buoyed by strong cloud earnings from major tech hyperscalers and a strategic government-focused partnership with Leidos. While the community is actively debating the stock's high debt load and potential institutional liquidation risks following recent hedge fund distress, bulls are highlighting the company's significant revenue backlog and essential role in the surging demand for AI compute capacity.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is seeing heavy community debate as it attempts to shift its identity from a pure EV manufacturer to an AI and robotics-focused company, underscored by recent efforts to scale humanoid production and autonomous technologies. While bulls highlight significant long-term potential in software licensing and global expansion, many investors remain frustrated by persistent downward pressure on the stock price and skepticism regarding the company's profitability amid intense market competition.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is trending as investors weigh recent record-breaking ABS deals and positive analyst outlooks against broader fintech sector volatility. The community remains focused on the company's ability to maintain profitable growth despite macro headwinds, with many debating the impact of upcoming earnings versus potential short-squeeze catalysts.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

BitMine Immersion Technologies is currently in focus as investors closely track its aggressive share-repurchase program and massive accumulation of Ethereum, which the community sees as a potential catalyst for closing the company's valuation gap. While sentiment remains divided between those betting on long-term growth and those frustrated by volatility, the stock is heavily influenced by speculative anticipation surrounding potential crypto regulatory clarity and the performance of its underlying digital asset holdings.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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$SMCI To every bull who’s frustrated: I get it. Watching a stock lag while others run isn’t easy. But investing isn’t about who wins this week, it’s about who the market eventually recognizes.

Remember what we know:

✅ $60B+ in new orders
✅ Expected gross margins of 15–17%
✅ AI infrastructure demand remains robust across the industry
✅ A valuation that’s still well below many AI peers on several metrics

High short interest and negative sentiment can create turbulence, but they don’t determine a company’s intrinsic value. If SMCI continues to execute, delivers strong earnings, and converts its backlog into revenue, the market has a history of eventually rewarding that.

Some of the best investments feel the hardest to hold before they work. Stay disciplined. Stay objective. Let the fundamentals, not the emotions, guide your decisions.

Patience isn’t always rewarded, but strong businesses executing over time often are. 🚀📈

$SMCI $NVDA $AMD $DELL

Mucho DeNarrO

ultravires

zach

dan mijacika

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Super Micro Computer Inc

Advanced Micro Devices Inc

Dell Technologies Inc

 To every bull who’s frustrated: I get it. Watching a stock lag while others run isn’t easy. But investing isn’t about who wins this week, it’s about who the market eventually recognizes.

Remember what we know:

✅ $60B+ in new orders
✅ Expected gross margins of 15–17%
✅ AI infrastructure demand remains robust across the industry
✅ A valuation that’s still well below many AI peers on several metrics

High short interest and negative sentiment can create turbulence, but they don’t determine a company’s intrinsic value. If SMCI continues to execute, delivers strong earnings, and converts its backlog into revenue, the market has a history of eventually rewarding that.

Some of the best investments feel the hardest to hold before they work. Stay disciplined. Stay objective. Let the fundamentals, not the emotions, guide your decisions.

Patience isn’t always rewarded, but strong businesses executing over time often are. 🚀📈



Big Timer 15

@Big_Timer yep, sucks but part of being &quot;pay-tient&quot;. Did this with Luckin Coffee(Lkncy) in 2020 from the lows, held 5+yrs before selling off 1/4 at a time in the 30s the past 12 months or so from 2.74.

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 yep, sucks but part of being "pay-tient". Did this with Luckin Coffee(Lkncy) in 2020 from the lows, held 5+yrs before selling off 1/4 at a time in the 30s the past 12 months or so from 2.74.