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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 drawing attention over the FTC and more than 20 state attorneys general suing over alleged manipulation of sponsored-ad auction pricing and hidden fees. Traders are split between concerns about legal costs, restrictions and pressure on the high-margin advertising business, and views that the selloff is a buying opportunity given Amazons AWS and AI growth.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Bitcoins sharp breakout and broader crypto rally are driving attention to Coinbase, with traders expecting higher transaction activity and renewed upside while positioning for a short squeeze. The community is divided between bullish momentum and concerns that hawkish rate expectations, profit-taking, and Coinbases recent lag versus Bitcoin could trigger another pullback.

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

Anticipation of Teslas Cybercab launch and reported expansion of its driverless Robotaxi fleet in Texas are driving attention, with traders viewing the developments as validation of the autonomy strategy and fueling bullish momentum and short-squeeze speculation. Skeptics argue the move is event-driven hype, citing valuation, limited current monetization, and concerns about Teslas camera-only self-driving approach, while expecting a potential sell-the-news reaction.

Edison International is a renewable energy company, which operates through its subsidiaries. It supplies and distributes electric power, and also invests in energy services and technologies. The company was founded on July 4, 1886, and is headquartered in Rosemead, CA.

Edison International

Californias latest wildfire legislation failed to provide the liability protections investors expected, leaving Edison International exposed to potentially significant wildfire claims and prompting analyst downgrades. Traders are divided between bearish views that unresolved liability could pressure the balance sheet and dividend, and bullish arguments that the selloff is an overreaction to a temporarily oversold utility with long-term value.

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

A broader crypto-market rebound and anticipation of progress on the U.S. Clarity Act are driving attention, with traders also citing Circles stablecoin adoption and upcoming Arc blockchain launch. Bulls view regulatory clarity and growing payments use as long-term tailwinds, while skeptics point to bank-issued stablecoins, declining USDC supply and elevated valuation as risks.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is drawing attention ahead of its scheduled fiscal fourth-quarter earnings report, with traders focused on whether its platformization strategy, ARR growth and fiscal 2027 guidance can support continued cybersecurity momentum. Bulls expect a beat and stronger outlook, while skeptics argue the recent rally has left valuation elevated and the stock vulnerable to a sell-the-news reaction.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

A post-SpaceX IPO reset and capital rotation out of high-beta space stocks have driven Planet Labs sharp drawdown, with traders also citing the ATM offering and limited management updates. Attention is now focused on the scheduled earnings report as a potential test of the turnaround, while the community remains split between an oversold buying opportunity and further downside if results disappoint.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Bitcoins rally and Strives continued accumulation of BTC have positioned ASST as a high-beta Bitcoin treasury play, driving strong momentum and outperformance versus larger crypto-linked equities. Traders are broadly bullish and frequently cite short-squeeze potential, while others warn that warrant exercises, dilution, and profit-taking could limit the move.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

OpenAIs rapidly expanding ChatGPT advertising business is fueling concern that Alphabet could face increasing competition for digital-ad spending, adding to GOOGs persistent weakness. Traders are also debating whether heavy AI infrastructure spending and reduced buybacks will eventually pay off, with bulls citing Cloud and TPU growth while bears focus on competition, valuation, and continued selling pressure.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

Hawkish Federal Reserve signals have lifted rate-hike expectations and Treasury yields, pressuring the Dow while traders debate whether persistent inflation and Middle East-driven oil risks will trigger a broader correction. Some participants expect the Fed to remain on hold and support a rebound, but the dominant tone is cautious amid bond-market stress and seasonal weakness.

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HDFC Bank Ltd.

ITC Ltd.

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$SMCI 🚨 — THE 10-K JUST STRENGTHENED THE BULL CASE.

FY2026: $39.1B revenue, +77.8% YoY, $2.23B net income and $3.26 diluted EPS. Supermicro says AI-driven data-center demand has substantially increased demand for its products and expects that trend to continue. 

And look at the ecosystem SMCI is building around:

🔥 $NVDA — Blackwell, Blackwell Ultra, GB300/GB200 and upcoming Vera Rubin systems
🔥 $AMD — EPYC, Instinct MI350 and next-gen Helios support

🔥 Supermicro says it works closely with NVIDIA and AMD development teams to align new systems with their product roadmaps and accelerate time-to-market. 

🔥 DCBBS now integrates servers, networking, racks, power, liquid cooling, software and services into complete AI-factory deployments.

Then add the broader AI ecosystem relationships and deployments involving names like xAI, Microsoft and Cisco outside this specific 10-K disclosure, and the picture gets even bigger.

This isn’t just a server company anymore.

SMCI is becoming an end-to-end AI infrastructure platform sitting directly in the middle of the NVIDIA/AMD compute boom.

$39 BILLION in revenue says the opportunity isn’t theoretical anymore.

The 10-K is filed. The numbers are audited. AI demand is exploding. The partnerships are elite.

Still think SuperMicro deserves a valuation discount forever? 👀🚀🔥

$SPCX $CSCO #xAI #AI

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Super Micro Computer Inc

Advanced Micro Devices Inc

SpaceX

Cisco Systems, Inc.

 🚨 — THE 10-K JUST STRENGTHENED THE BULL CASE.

FY2026: $39.1B revenue, +77.8% YoY, $2.23B net income and $3.26 diluted EPS. Supermicro says AI-driven data-center demand has substantially increased demand for its products and expects that trend to continue. 

And look at the ecosystem SMCI is building around:

🔥 

 — Blackwell, Blackwell Ultra, GB300/GB200 and upcoming Vera Rubin systems
🔥 

 — EPYC, Instinct MI350 and next-gen Helios support

🔥 Supermicro says it works closely with NVIDIA and AMD development teams to align new systems with their product roadmaps and accelerate time-to-market. 

🔥 DCBBS now integrates servers, networking, racks, power, liquid cooling, software and services into complete AI-factory deployments.

Then add the broader AI ecosystem relationships and deployments involving names like xAI, Microsoft and Cisco outside this specific 10-K disclosure, and the picture gets even bigger.

This isn’t just a server company anymore.

SMCI is becoming an end-to-end AI infrastructure platform sitting directly in the middle of the NVIDIA/AMD compute boom.

$39 BILLION in revenue says the opportunity isn’t theoretical anymore.

The 10-K is filed. The numbers are audited. AI demand is exploding. The partnerships are elite.

Still think SuperMicro deserves a valuation discount forever? 👀🚀🔥

