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Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is trending as investors react to a fiscal third-quarter double-beat and strong forward revenue guidance, driven by surging demand for AI-enabling semiconductor equipment. While many in the community are celebrating the record-breaking performance, some traders are expressing frustration over post-earnings selling pressure, which they attribute to market manipulation or overly ambitious expectations that were already priced in.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is rallying as investors react to a significant turnaround, driven by strong earnings potential, strategic AI partnerships, and a high short float that has market participants buzzing about a potential squeeze. Community members are actively debating the sustainability of this momentum, with many longs feeling vindicated after averaging down while bears remain skeptical of the stock's software sector tailwinds.

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 as investors digest positive commentary regarding manufacturing progress and FDA alignment for its lead candidate, CAN-2409, ahead of a planned BLA submission. The community is actively discussing strong institutional ownership and anticipation for upcoming clinical data presentations at the ASTRO meeting.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Georgetown, TX.

TSS Inc

TSS Inc. is facing intense volatility as investors weigh a shift from low-margin procurement to higher-growth AI systems integration, fueling debate over the company's reliance on a single major partner. While the community is divided by heavy losses and management skepticism, some investors see a long-term opportunity, pointing to increased headcount and potential expansion as signs of an AI infrastructure turnaround.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is experiencing significant downward pressure as investors express frustration over a prolonged slide and lack of direct communication from management regarding integration progress following recent acquisitions. Despite bearish sentiment, the community remains divided, with long-term supporters pointing to institutional accumulation and the CEO's track record as reasons to maintain positions while others warn of continued volatility tied to macro headwinds and ongoing selling pressure.

Workday, Inc. engages in the development of enterprise cloud applications for finance and human resources. The firm delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. It operates through the Cloud Applications segment. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is experiencing significant volatility following reports that private equity firm Silver Lake is in preliminary acquisition talks, a development that has triggered a broad rally across the SaaS sector as investors re-evaluate the resilience of enterprise software. Community sentiment remains sharply divided between bulls who see this as validation of the industry's value and bears who question the deal's viability and long-term sector sustainability.

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 significant upward momentum as investors speculate on the potential passage of the Clarity Act and celebrate recent regulatory wins, including the company's federal trust bank charter. The community is actively tracking the stock's institutional accumulation, with many discussing its long-term potential as essential financial infrastructure for AI-driven payments and real-world assets.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings is facing volatility as traders digest the appointment of a new CFO with heavy US market experience, a move interpreted by some as a strategic step toward global expansion despite mixed reactions to recent analyst downgrades. Community discussion remains heavily polarized between bulls accumulating during the dipciting the newly approved one billion dollar share buyback program as a catalystand bearish critics skeptical of credit risks and leadership turnover.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshire Hathaway is trending as investors debate the impact of the company's record-high cash reserves and a recent shift toward becoming a net buyer of equities after a long period of selling. Community sentiment is deeply divided, with some investors criticizing the stock as a stagnant "value trap" that lags behind tech-driven market rallies, while others defend the conglomerate's defensive strength, long-term compounding potential, and disciplined capital allocation under new CEO Greg Abel.

Fundrise Innovation Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is experiencing significant volatility and renewed community attention as investors debate the impact of the upcoming share lockup expiration, which has sparked intense speculation about potential selling pressure versus a rebound opportunity. Many in the community are actively weighing the fund's heavy exposure to high-profile AI and space tech companies against its premium valuation relative to net asset value, leading to a polarized environment between bearish critics and bullish long-term holders.

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$SMCI is still criminally undervalued compared with its AI infrastructure peers. 🔥🐂

The latest earnings changed the equation:

🔥 Q4 revenue: ~$12.3B
📈 Growth: ~88% YoY
💰 Gross margin: ~17%
📦 New Q4 orders: $60B+
🚀 FY27 revenue outlook: $72B+

Yet SMCI is valued at roughly ~0.3x forward revenue. Compare that with the substantially richer multiples investors routinely award other AI/data-center names.

Even a modest rerating to 0.5x $72B = $36B or 0.75x = $54B enterprise value territory shows how large the valuation gap could be.

The market spent months pricing SMCI for governance concerns, margin pressure and execution risk. Now the company has to keep delivering.

If the numbers keep winning, the valuation eventually has to catch up. 🐂🔥

$NVDA $AMD $DELL $HPE

MrCrypto

$AMD $DELL $HPE $NVDA $SMCI umm 🤔 criminally? 😂

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 is still criminally undervalued compared with its AI infrastructure peers. 🔥🐂

The latest earnings changed the equation:

🔥 Q4 revenue: ~$12.3B
📈 Growth: ~88% YoY
💰 Gross margin: ~17%
📦 New Q4 orders: $60B+
🚀 FY27 revenue outlook: $72B+

Yet SMCI is valued at roughly ~0.3x forward revenue. Compare that with the substantially richer multiples investors routinely award other AI/data-center names.

Even a modest rerating to 0.5x $72B = $36B or 0.75x = $54B enterprise value territory shows how large the valuation gap could be.

The market spent months pricing SMCI for governance concerns, margin pressure and execution risk. Now the company has to keep delivering.

If the numbers keep winning, the valuation eventually has to catch up. 🐂🔥



Big Timer 15

@Big_Timer Go Away You Redundant AssHole!!!