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Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

The community sentiment is overwhelmingly bullish, with investors viewing the recent share price dip as a temporary buying opportunity driven by algorithmic panic over misread legal news. Traders emphasize that the recent appellate court rulings involve patents already discarded or sidelined, having no impact on core litigation, active patent enforcement, or the company's valuation thesis.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending following a blowout fiscal second quarter that exceeded earnings and revenue expectations, driven by record AI server orders and a significant backlog. While retail sentiment remains highly bullish due to the company's raised full-year outlook and surging AI infrastructure demand, price action remains volatile as investors debate whether the strong results were already priced in or if the stock is being manipulated by market makers.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is trending as retail traders debate whether the recent double-digit selloff following its fiscal first-quarter earnings report represents a buying opportunity or a deeper correction. While some investors remain bullish, citing long-term growth in AI connectivity and strong fundamentals, others are expressing frustration over margin compression and volatile price action.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is trending as investors react to the company's third-quarter earnings report, which featured a revenue miss and widened gross losses, while also highlighting the company's long-term growth pipeline and recent capacity reservation agreement for a Texas data center project. The community remains divided, with some expressing frustration over consistent revenue misses and dilution, while others focus on the potential for long-term tailwinds from AI and data center energy demand.

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

Nvidia is trending as investors debate the sustainability of its rally amid broader market volatility, with some traders highlighting the stock's strong fundamentals and AI-driven growth while others point to overbought technical indicators and geopolitical risks. Sentiment remains polarized, with intense discussion around recent price action, options activity, and comparisons to peers like Dell.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB shares dropped despite a beat-and-raise quarterly performance as investors reacted to slowing Atlas cloud revenue growth and forward guidance that fell short of high expectations. While some in the community view the decline as an overreaction and a buying opportunity, others remain concerned about the lack of growth acceleration.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPE is currently attracting attention from traders as the stock tests consolidation levels, with the community closely monitoring its price action in relation to broader AI infrastructure sector trends and recent analyst upgrades. The conversation reflects a divide between those optimistic about the stock's long-term potential in enterprise AI and others frustrated by its recent sideways price movement.

GitLab, Inc. engages in the intelligent development, security, and operations (DevSecOps) platform for software innovation. It enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab shares surged following a strong fiscal second-quarter earnings report, characterized by revenue growth that beat analyst expectations, record gross bookings, and raised full-year guidance. Investors reacted positively to the company's progress with its AI-driven product offerings and improved sales execution, despite lingering market debates over potential short-term volatility and valuation.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake is trending as investors monitor its price action and potential recovery following a significant correction, with sentiment divided between those betting on long-term AI-driven data demand and skeptics pointing to high valuation multiples and competition. The conversation is further fueled by institutional activity, including recent notable purchases by major funds, and anticipation regarding its role in the broader enterprise AI ecosystem.

Magnite, Inc. provides a technology solution to automate the purchase and sale of digital advertising inventory for buyers and sellers. It features applications and services for digital advertising sellers including websites, mobile applications, and other digital media properties. The company was founded by Frank Addante, Duc Chau, Craig Roah, Julie Mattern and Brian D. Baumgart on April 20, 2007 and is headquartered in New York, NY.

Magnite Inc

Magnite is trending as traders speculate on the impact of potential Google ad-tech antitrust remedies, while positive sentiment is bolstered by strong CTV growth, expanded partnerships like JioHotstar, and management's focus on agentic AI capabilities. Discussion reflects a mix of optimism regarding these fundamental tailwinds and persistent frustration over the long-delayed judicial ruling in the Google case.

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$SMCI 🚀 The setup keeps getting stronger.

Dell just proved AI infrastructure demand is still ripping, with massive server growth, huge AI orders, and Wall Street rewarding the stock for it.

Now look at Supermicro:

🔥 $11.12B quarterly revenue
🔥 ~93% YoY growth
🔥 $1.18B net income
🔥 17.5% GAAP gross margin
🔥 $60B+ in new orders
🔥 Record backlog
🔥 $65B–$72B FY27 revenue guidance

This is the part bears keep ignoring:

AI capex is not slowing down. It is accelerating.

Dell’s numbers validate the same exact demand wave SMCI is exposed to — AI servers, rack-scale systems, liquid cooling, GPU infrastructure, and hyperscale data center buildouts.

If Wall Street is willing to re-rate DELL for AI infrastructure growth, then SMCI doesn’t need a fantasy story.

It needs execution.

And if SMCI keeps executing while revenue, backlog, margins, and AI demand keep moving higher?

That valuation gap starts looking harder and harder to justify…

The opportunity here isn’t about hype.

It’s about being positioned in the middle of one of the biggest infrastructure spending cycles in decades.

SMCI is still one of the purest high-growth ways to play it. 🐂🔥

$SMCI $DELL $NVDA $AMD

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Super Micro Computer Inc

Nvidia is trending as retail traders react to its role in a broader tech market rally, with many monitoring the stock as a key indicator amid rising bond yields and geopolitical tensions. Market participants are actively debating whether the current price action is a sustainable breakout or a temporary pump, frequently citing company fundamentals and infrastructure demand to justify their positions.

Advanced Micro Devices Inc

 🚀 The setup keeps getting stronger.

Dell just proved AI infrastructure demand is still ripping, with massive server growth, huge AI orders, and Wall Street rewarding the stock for it.

Now look at Supermicro:

🔥 $11.12B quarterly revenue
🔥 ~93% YoY growth
🔥 $1.18B net income
🔥 17.5% GAAP gross margin
🔥 $60B+ in new orders
🔥 Record backlog
🔥 $65B–$72B FY27 revenue guidance

This is the part bears keep ignoring:

AI capex is not slowing down. It is accelerating.

Dell’s numbers validate the same exact demand wave SMCI is exposed to — AI servers, rack-scale systems, liquid cooling, GPU infrastructure, and hyperscale data center buildouts.

If Wall Street is willing to re-rate DELL for AI infrastructure growth, then SMCI doesn’t need a fantasy story.

It needs execution.

And if SMCI keeps executing while revenue, backlog, margins, and AI demand keep moving higher?

That valuation gap starts looking harder and harder to justify…

The opportunity here isn’t about hype.

It’s about being positioned in the middle of one of the biggest infrastructure spending cycles in decades.

SMCI is still one of the purest high-growth ways to play it. 🐂🔥



Big Timer 15

@Big_Timer sure, but there’s the problem of, can their numbers be trusted? They are known to play fast and loose with their accounting to the extent they have been delisted and almost delisted for a second time in 2024. Same old problematic management with all the brothers running subsidiaries. 
Caveat emptor. Trade it, don’t own it! 😬

 sure, but there’s the problem of, can their numbers be trusted? They are known to play fast and loose with their accounting to the extent they have been delisted and almost delisted for a second time in 2024. Same old problematic management with all the brothers running subsidiaries. 
Caveat emptor. Trade it, don’t own it! 😬

Kate

@Big_Timer Louis Navellier still loves it. MAybe if the pope loved it it would go up......

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 Louis Navellier still loves it. MAybe if the pope loved it it would go up......