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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 is surging following a blowout earnings report characterized by significant revenue growth and raised full-year guidance, effectively fueling a major short squeeze. The community is actively celebrating the stock's momentum while engaging in heated debates with bears over the company's valuation, AI narrative, and long-term scaling potential.

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 the announcement of a massive convertible debt exchange for equity, fueling intense debate over whether the move signals strategic deleveraging or detrimental shareholder dilution. Community discourse remains deeply divided between those viewing the price dip as a long-term accumulation opportunity and those frustrated by the perceived lack of clear management guidance.

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 trending as investors weigh an upcoming earnings report against the backdrop of an ongoing turnaround, with the community actively debating whether the stock's valuation and AI-focused hardware efforts represent a buying opportunity or continued volatility. Sentiment is polarized, as shareholders focus on ad momentum and potential re-rating catalysts while vocal critics highlight persistent management concerns and significant regulatory challenges.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

The stock is generating significant buzz as investors brace for the anticipated 80th event data release, with many speculating that a major catalyst or buyout announcement is imminent. Community discourse remains highly polarized, pitting long-term bulls who point to potential curative trial results against skeptical short-sellers amid a period of heightened market volatility.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending as investors aggressively position themselves ahead of the upcoming earnings report, with community sentiment split between those anticipating a major AI-driven breakout and skeptics warning of potential volatility after recent price swings. Market participants are intensely focused on guidance for data center growth and the company's ability to compete in the expanding AI accelerator market.

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 surging following the announcement of a five-year, $335 million strategic agreement with CoreWeave to support AI-driven cloud storage infrastructure. Investors are actively discussing the stock's potential for a re-rating as the deal validates the company's role in the AI ecosystem, while some traders remain focused on technical breakouts and volume levels.

Sterling Infrastructure, Inc. engages in the provision of construction solutions. It operates through the following segments: Transportation Solutions, E-Infrastructure Solutions, and Building Solutions. The Transportation Solutions segment provides infrastructure and rehabilitation services for highways, roads, bridges, airports, ports, light rail systems, water and wastewater facilities, and storm drainage systems. The E-Infrastructure Solutions segment develops advanced, large-scale site development systems and services for data centers, e-commerce distribution centers, warehousing facilities, transportation projects, energy infrastructure, and other specialized developments. The Building Solutions segment provides residential and commercial concrete foundation services for single-family and multi-family homes, as well as parking structures, elevated slabs, and other concrete construction projects. The company was founded in 1955 and is headquartered in The Woodlands, TX.

Sterling Infrastructure Inc

Sterling Construction Company, Inc.

Sterling Construction is trending as investors weigh its role in the AI data center build-out against recent price volatility and concerns about institutional short-selling reports. The community remains focused on the company's strong project backlog and potential for earnings surprises, with active debates centered on whether recent price fluctuations represent a long-term entry point or a broader cooling of the AI infrastructure sector.

Toast, Inc. engages in the development and provision of consumer payment application for restaurants. It offers terminals, kiosk, guest facing display, and system accessories. The firm also offers point of sale, reporting and analytics, online ordering and delivery, and kitchen display system. The company was founded by Jonathan Grimm, Aman Narang, and Stephen J. Fredette in December 2011 and is headquartered in Boston, MA.

Toast Inc - Ordinary Shares - Class A

Toast Inc

Toast Inc. is trending as investors weigh strong fundamental performance and increasing market share against broader software sector volatility. The community remains deeply divided, with many debating if the stock's persistent price pressure is due to institutional rotation and short-term manipulation or legitimate valuation concerns regarding the impact of AI on restaurant technology.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is experiencing high volatility as investors weigh the company's recent federal trust bank charter approval against bearish analyst downgrades and competitive pressure. The community is actively debating whether these regulatory wins serve as a long-term infrastructure moat or if broader market headwinds and stablecoin competition will hinder near-term growth.

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 highlighted accelerating AWS cloud growth and a commitment to massive AI infrastructure investment, effectively easing concerns about capital spending. The community is actively debating the sustainability of this AI-driven momentum, with traders weighing the record-breaking gains against potential technical resistance as the stock enters the $3 trillion market cap club.

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$SMCI 🚀 Palantir’s earnings call today was another reminder that AI demand isn’t slowing, it’s accelerating. PLTR continues to talk about expanding AI adoption, enterprise deployments, and the infrastructure needed to support it.

None of that happens without massive compute.

That’s where SuperMicro comes in.

✅ Record AI server demand
✅ Over $60B in new orders reported last quarter
✅ Massive AI rack deployments for hyperscalers and enterprise customers
✅ Trading at a valuation that’s still well below many AI peers despite the growth

Every strong AI earnings call reinforces the same story: the AI software winners still depend on the hardware backbone.

$PLTR’s success is another tailwind for AI infrastructure names like SuperMicro. As inference and enterprise AI workloads continue to expand, demand for high-density, liquid-cooled AI infrastructure should only increase.

The AI stack is connected. Software growth drives infrastructure demand, and SMCI is positioned right in the middle of it. 💪📈

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Super Micro Computer Inc

 🚀 Palantir’s earnings call today was another reminder that AI demand isn’t slowing, it’s accelerating. PLTR continues to talk about expanding AI adoption, enterprise deployments, and the infrastructure needed to support it.

None of that happens without massive compute.

That’s where SuperMicro comes in.

✅ Record AI server demand
✅ Over $60B in new orders reported last quarter
✅ Massive AI rack deployments for hyperscalers and enterprise customers
✅ Trading at a valuation that’s still well below many AI peers despite the growth

Every strong AI earnings call reinforces the same story: the AI software winners still depend on the hardware backbone.



’s success is another tailwind for AI infrastructure names like SuperMicro. As inference and enterprise AI workloads continue to expand, demand for high-density, liquid-cooled AI infrastructure should only increase.

The AI stack is connected. Software growth drives infrastructure demand, and SMCI is positioned right in the middle of it. 💪📈

Big Timer 15

@Big_Timer SMCI MANAGEMENT CROOKED AND CORRUPT

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Rich Harlon

@dah1432004 People are free to have concerns, but accusations like “crooked and corrupt” require evidence. The company has continued filing financials, secured billions in AI orders, and remains a key supplier to some of the world’s largest AI customers. I’ll stick to the fundamentals instead of assumptions. $SMCI

 People are free to have concerns, but accusations like “crooked and corrupt” require evidence. The company has continued filing financials, secured billions in AI orders, and remains a key supplier to some of the world’s largest AI customers. I’ll stick to the fundamentals instead of assumptions. 

@Big_Timer THEY GOT WHEELIN&#39; AND DEALIN&#39;  TO THE COMMUNIST CHINESE MA BOI

 THEY GOT WHEELIN' AND DEALIN'  TO THE COMMUNIST CHINESE MA BOI

@dah1432004 If there’s credible evidence of wrongdoing by the company itself, cite it. Otherwise it’s just repeating accusations. I’m more interested in audited filings, customer demand, and execution than slogans. $SMCI

 If there’s credible evidence of wrongdoing by the company itself, cite it. Otherwise it’s just repeating accusations. I’m more interested in audited filings, customer demand, and execution than slogans. 

@Big_Timer GO BACK AND READ THE NEWS. THEY GOT CAUGHT WITH THEIR PANTS DOWN. I USED TO TRADE SMCI ON THE BIG RUN AND MADE GOOD $$$. DO SOME READING. SHITTY MANAGEMENT AND I&#39;LL NEVER BUY IT OR TRADE IT AGAIN. FUCKING CROOKED

 GO BACK AND READ THE NEWS. THEY GOT CAUGHT WITH THEIR PANTS DOWN. I USED TO TRADE SMCI ON THE BIG RUN AND MADE GOOD $$$. DO SOME READING. SHITTY MANAGEMENT AND I'LL NEVER BUY IT OR TRADE IT AGAIN. FUCKING CROOKED

@dah1432004 I have read the news, and it’s fair to criticize management if that’s your conclusion. But there’s also a difference between documented events and broad accusations. Everyone has to decide their own risk tolerance. You chose to move on after making money, that’s a valid decision. I’ve looked at the current fundamentals, AI demand, and valuation, and I’m comfortable with my investment. Time will tell which view is right. $SMCI

 I have read the news, and it’s fair to criticize management if that’s your conclusion. But there’s also a difference between documented events and broad accusations. Everyone has to decide their own risk tolerance. You chose to move on after making money, that’s a valid decision. I’ve looked at the current fundamentals, AI demand, and valuation, and I’m comfortable with my investment. Time will tell which view is right. 