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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 as investors react to a significant upward revision in projected fiscal 2026 EBITDA, fueling speculation about the company's long-term transformation and ongoing interest in acquiring eBay. Community sentiment remains divided between hopeful 'ape' shareholders anticipating a potential squeeze and skeptics questioning the strategic impact of the proposed acquisition and current share performance.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is seeing significant volatility as retail investors engage in intense discussions around the stock's consolidation, potential AI data licensing catalysts, and persistent debates regarding institutional manipulation. The community remains divided, with some traders focused on structural recovery and bullish momentum, while others express frustration over stagnant price action and the impact of frequent insider activity.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is currently trending following a high-stakes investor day that showcased an aggressive expansion into AI data center infrastructure and strategic partnerships with major hyperscalers. Community discussion is heavily focused on the disconnect between this long-term growth narrative and recent stock volatility, with many traders debating whether the current price action represents a bear trap or a sign of deeper structural selling.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing significant selling pressure amid broader market uncertainty and investor reactions to reports that Meta is exploring internal cloud capacity expansion. Despite the volatility, community sentiment remains split between concerns over heavy insider selling and debt loads versus bullish confidence in the companys extensive, non-cancellable contract backlog and its critical role in the AI infrastructure cycle.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is surging following reports that the company plans to launch a cloud business to monetize excess AI compute capacity, a move that is being interpreted by the community as a pivot to turn significant capital expenditures into a revenue-generating platform. While some investors view this as a validation of AI infrastructure demand, the news has sparked a broader sector rotation, driving volatility in semiconductor and niche cloud stocks as market participants reassess competitive dynamics and infrastructure utilization.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is currently at the center of investor focus as massive fund rebalancing and institutional rotation into AI-infrastructure beneficiaries drive strong volume and price appreciation. While retail sentiment remains highly polarized between bullish expectations for long-term manufacturing growth and skepticism over the stock's recent rapid valuation increase, the community is actively tracking the stock's ability to maintain support levels amid high volatility.

Jack in the Box, Inc. engages in the provision of developing, operating, and franchising a chain of quick-service and fast-casual restaurants. It operates through the Jack in the Box and Del Taco segments. The Jack in the Box segment offers a selection of distinctive products including classic burgers and other product lines such as Buttery Jack Burgers. The company was founded by Robert Oscar Peterson in 1951 and is headquartered in San Diego, CA.

Jack In The Box, Inc.

Jack in the Box is trending as retail investors push for a short squeeze, fueled by community discussion surrounding its low float, high short interest, and comparisons to other meme-stock success stories. Traders are actively debating the company's turnaround potential and its competitive positioning against other fast-food chains as they push for increased volume to trap bearish positions.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is facing heavy selling pressure amid a broader semiconductor rotation as investors react to reports of increased competition in AI compute capacity and ongoing profit-taking. Despite the volatility, many in the community remain focused on the stock's long-term memory demand cycle, viewing the sharp pullback as a potential buying opportunity for a structurally strong name.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is currently experiencing high volatility driven by technical selling from Russell 2000 index funds as the stock graduates to larger-cap indices, despite ongoing optimism regarding its expanded $25 billion partnership with Brookfield for AI data center infrastructure. The community remains largely bullish, viewing the current price pullback as an opportunity to accumulate shares while framing Bloom as a critical long-term infrastructure play for the AI power bottleneck.

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 facing intense scrutiny as prominent investors disclose new short positions, triggering a sharp pullback that has reignited community debate over whether AI infrastructure stocks are hitting a temporary sentiment wall or the start of a deeper structural correction. Despite the bearish headlines, bulls remain heavily focused on the company's long-term leadership in wafer fabrication equipment and its critical role in the ongoing AI-driven semiconductor supply chain expansion.

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$UXIN Kun Dai is putting his money where his mouth is through personal and business investments in UXIN.  50 superstore, Omni channel goal by 2030 with an annual sales volume target of 1Mils vehicles.  This compares to CVNA today at 600k.  The growth will need to be meteoric over the next three years to achieve that end, and a valuation of $0.4B will seem ludicrous.  In the interim, the Company will likely struggle financially under liquidity pressure/dilution, as they continue to scale their business.  Ultimately-success (1Mils annual sales at reasonable margins) here looks like 10-50X (IMO), but they must execute to their plan (EMPHASIS) to reach that successful aspiration 
 
https://www.stocktitan.net/sec-filings/UXIN/6-k-uxin-ltd-current-report-foreign-issuer-783c5de00a34.html

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Uxin CEO Kun Dai plans to use personal funds to buy up to US$5M of ADSs over 12 months from June 25, 2026, citing confidence in long-term goals including 50 superstores and over one million annual used car units by 2030.

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Uxin (NASDAQ: UXIN) CEO plans personal purchase of up to US$5M in ADSs

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Uxin ADR

 Kun Dai is putting his money where his mouth is through personal and business investments in UXIN.  50 superstore, Omni channel goal by 2030 with an annual sales volume target of 1Mils vehicles.  This compares to CVNA today at 600k.  The growth will need to be meteoric over the next three years to achieve that end, and a valuation of $0.4B will seem ludicrous.  In the interim, the Company will likely struggle financially under liquidity pressure/dilution, as they continue to scale their business.  Ultimately-success (1Mils annual sales at reasonable margins) here looks like 10-50X (IMO), but they must execute to their plan (EMPHASIS) to reach that successful aspiration 
 


Matthew Joseph

@BinaryLogic With Kun Dai committing up to $5M of his own money to buy shares in the open market, near-term dilution is not high on my worry list.

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 With Kun Dai committing up to $5M of his own money to buy shares in the open market, near-term dilution is not high on my worry list.

@BinaryLogic do you think it&#39;s the next cvna ? 

I&#39;m still mad at myself for selling at 20 ( 300% up )

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 do you think it's the next cvna ? 

I'm still mad at myself for selling at 20 ( 300% up )

@Only_Dans  I honestly think that if the Company continues its execution strategy under favorable government support, scale to Omni channel marketing and 50 IRC, 1 Mils annualized vehicles sold that it could very well have a similar valuation as CVNA.  Again-execution matters, and remember that CVNA almost went completely insolvent before its prospects turned decisively more favorable.  UXIN has an ongoing liquidity constraint that will likely necessitate equity placements near term, and I have been very clear on that point.  As new IRC are introduced, UXIN will be able to scale its business model, lower CapEx as a function of sales and thus improve margins, cash flow.  It will take some time - UXIN is in a hyper growth phase of the business, but I do see massive upside possible here by 2030.

  I honestly think that if the Company continues its execution strategy under favorable government support, scale to Omni channel marketing and 50 IRC, 1 Mils annualized vehicles sold that it could very well have a similar valuation as CVNA.  Again-execution matters, and remember that CVNA almost went completely insolvent before its prospects turned decisively more favorable.  UXIN has an ongoing liquidity constraint that will likely necessitate equity placements near term, and I have been very clear on that point.  As new IRC are introduced, UXIN will be able to scale its business model, lower CapEx as a function of sales and thus improve margins, cash flow.  It will take some time - UXIN is in a hyper growth phase of the business, but I do see massive upside possible here by 2030.