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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

A sharp post-earnings reversal is driving attention as traders take profits after NVIDIAs strong results and outlook, with a hawkish Fed speech and higher-rate concerns adding pressure to high-growth technology shares. Bulls view the move as a buyable dip supported by sustained AI demand, while bears point to stretched positioning, crowded call options, and concerns about circular AI financing and an eventual capex slowdown.

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

Post-earnings results below expectations and a large write-down tied to retiring bitcoin-mining equipment triggered a sharp selloff, with concerns about heavy AI infrastructure spending, debt and potential dilution. Traders remain divided, as bullish participants point to accelerating AI Cloud growth, contracted recurring revenue and a new undisclosed frontier-AI customer, while skeptics question execution and managements capital-allocation plans.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

A broad selloff in AI and data-center stocks, amplified by weakness in IREN and concerns about higher Treasury yields, is driving attention to APLD. Traders are divided between viewing the low-volume decline as sector-wide de-risking or short-driven pressure and warning that APLDs debt, cash flow, and lack of management updates remain risks; bullish holders continue to cite its contracted data-center backlog and expected project updates.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells post-earnings selloff is centered on a modest quarterly beat and softer near-term gross-margin outlook failing to meet elevated expectations, while much of the Google custom-AI revenue is viewed as already embedded in guidance and weighted to later years. Traders are split between viewing the decline as a valuation reset and maintaining that accelerating data-center, custom-silicon, and optical demand supports the longer-term AI growth thesis.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

Speculation around hawkish Federal Reserve messaging and higher rate-hike expectations is driving attention, with traders highlighting SoFis sensitivity to interest rates and the resulting selloff. Bulls argue that potential hikes are already reflected in guidance and are buying the dip, while bears and options traders point to continued weakness and expiration-related pressure.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Speculation around reports that NVIDIA paused or changed an AI-cloud financing/revenue-sharing program has pressured the broader neocloud sector, with traders noting that BRUN was not identified as an affected participant. The community is split between viewing the selloff as algorithmic fear and a buying opportunity, and concerns over warrant-related dilution, short pressure, and higher rates.

Reading International, Inc. is an entertainment and real estate company, which engages in the development, ownership, and operation of multiplex cinemas and retail and commercial real estate in the United States, Australia, and New Zealand. It operates through the Cinema Exhibition and Real Estate segments. The Cinema Exhibition segment includes Reading Cinemas, Angelika Film Center, Consolidated Theatres, City Cinemas, 44 Union Square, and Liberty Theatres brands. The Real Estate segment consists of real estate development and the rental or licensing of retail, commercial and live theater assets. The company was founded by James J. Cotter Sr. in 1999 and is headquartered in New York, NY.

Reading International Inc - Ordinary Shares - Class B

Thin-float momentum and short-squeeze speculation are driving attention, with traders citing limited share availability, wide spreads, rising volume and repeated volatility halts. The community is divided between bullish continuation expectations and warnings that the move is a low-liquidity pump vulnerable to selling; takeover, real-estate value and earnings claims are discussed but not independently confirmed.

Greenwich LifeSciences, Inc. engages in the development of a breast cancer immunotherapy designed to prevent the recurrence of breast cancer following surgery. The company was founded by Eric Rothe on August 29, 2006 and is headquartered in Stafford, TX.

Greenwich LifeSciences Inc

A revised FLAMINGO-01 Phase 3 designwith broader HLA enrollment, more events and a higher statistical thresholdhas driven attention, as traders debate whether it improves the trials power and partnership appeal or mainly delays the interim readout and increases financing risk. Speculation around a strategic deal and insider lock-up extension is also prominent, but neither has been confirmed.

Advisorshares Trust - AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF

Traders are focused on the next steps in the federal cannabis rescheduling process, with the release of hearing transcripts and the upcoming ALJ recommendation fueling debate over whether the sector can finally break key resistance levels. Community sentiment is split between those who see the regulatory progress as a fundamental shift and others who expect continued price suppression until the official ruling is signed.

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

Kevin Warshs Jackson Hole remarks and rising speculation about future rate hikes are driving Bitcoins volatility, with a stronger dollar and higher yields cited alongside leveraged-long liquidations as factors behind the pullback. Traders remain divided between viewing the move as a bearish shift toward tighter policy and a temporary dip within a broader bullish consolidation.

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Ethereum

Solana

Ripple

Dogecoin

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

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$SMCI 🔥 — The valuation still isn’t matching the AI growth story.

Forget the daily price action for a minute and look at the numbers Supermicro just put on the board:

📈 Q4 FY26 revenue: $11.1B — nearly +91% YoY from $5.8B
💰 Q4 net income: $1.18B vs. $195M a year ago
🔥 Non-GAAP gross margin: 17.6% vs. 9.6% last year
🚀 Q1 FY27 revenue guidance: $14.5B–$15.5B
💵 FY27 revenue guidance: $65B–$72B
📦 Management previously disclosed $60B+ of new orders in Q4

Now look at the technology being deployed and showcased:

✅ NVIDIA GB300 NVL72 AI systems
✅ Blackwell infrastructure
✅ RTX PRO 6000 platforms
✅ Liquid-cooled, rack-scale AI factories
✅ Training + inference + storage + edge AI
✅ Exposure to the enormous global AI data-center buildout

That LEAP Riyadh showcase is another reminder that this isn’t some tiny speculative AI company hoping to find customers. Supermicro is putting NVIDIA’s newest platforms into deployable AI infrastructure around the world.

When a company is guiding toward $65–$72 BILLION in FY27 revenue while sitting at a valuation discount to many AI infrastructure peers, I see opportunity.

The bears are trading the history.

The bulls are buying the future. 🐂🔥

$NVDA $AMD $DELL $HPE #AI #Blackwell #Supermicro

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Super Micro Computer Inc

Advanced Micro Devices Inc

Dell Technologies Inc

Hewlett Packard Enterprise Co

 🔥 — The valuation still isn’t matching the AI growth story.

Forget the daily price action for a minute and look at the numbers Supermicro just put on the board:

📈 Q4 FY26 revenue: $11.1B — nearly +91% YoY from $5.8B
💰 Q4 net income: $1.18B vs. $195M a year ago
🔥 Non-GAAP gross margin: 17.6% vs. 9.6% last year
🚀 Q1 FY27 revenue guidance: $14.5B–$15.5B
💵 FY27 revenue guidance: $65B–$72B
📦 Management previously disclosed $60B+ of new orders in Q4

Now look at the technology being deployed and showcased:

✅ NVIDIA GB300 NVL72 AI systems
✅ Blackwell infrastructure
✅ RTX PRO 6000 platforms
✅ Liquid-cooled, rack-scale AI factories
✅ Training + inference + storage + edge AI
✅ Exposure to the enormous global AI data-center buildout

That LEAP Riyadh showcase is another reminder that this isn’t some tiny speculative AI company hoping to find customers. Supermicro is putting NVIDIA’s newest platforms into deployable AI infrastructure around the world.

When a company is guiding toward $65–$72 BILLION in FY27 revenue while sitting at a valuation discount to many AI infrastructure peers, I see opportunity.

The bears are trading the history.

The bulls are buying the future. 🐂🔥



Big Timer 15

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