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Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is surging following a blowout earnings report where significant Azure growth and strong guidance successfully countered recent market anxiety regarding AI infrastructure costs. Community sentiment has shifted dramatically, with investors celebrating the stock's role in stabilizing the broader market while shorts face intense pressure amid a heavy wave of bullish commentary and price target upgrades.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is experiencing extreme volatility as investors weigh the ongoing surge in AI infrastructure demand against macro-economic fears and recent hedge fund liquidations. The community is sharply divided between bulls focused on the long-term potential of AI hyperscale cloud capacity and bears who are increasingly concerned about the sustainability of current valuations and potential margin pressure.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is currently the subject of intense community debate as investors navigate a disconnect between the company's strong operational performance, evidenced by record ABS issuance, and its stagnant, often volatile stock price. While supporters highlight institutional confidence and analyst buy ratings as potential catalysts for a major breakout, skeptics remain focused on the impact of macro headwinds and persistent institutional selling pressure.

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

Applied Digital is experiencing intense volatility as investors weigh a strong earnings performance against broader market pessimism toward AI infrastructure and high-beta assets. The community remains deeply divided, with many long-term bulls viewing the dip as a prime accumulation opportunity while others express frustration over the disconnect between the company's contracted backlog and its recent price action.

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 trending as investors weigh a standout earnings report featuring record revenue and raised guidance against broader market volatility and institutional sell-side pressure. The community is sharply divided, with bulls pointing to the company's critical role in powering AI data centers, while others remain cautious due to sector-wide weakness and recent sharp price fluctuations.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending due to heightened community discussion surrounding an upcoming maintenance dosing data readout and anticipation for its Q2 earnings call. Investors are focused on the company's clinical pipeline progress, with many debating the implications of a recent board appointment and ongoing volatility driven by speculation regarding potential M&A activity.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending following the UAE's broad regulatory approval of ANKTIVA for both bladder and lung cancer, an expansion that bolsters its global footprint and fuels community speculation regarding international revenue potential. Investors are closely monitoring this momentum as they weigh the company's international commercial progress against upcoming quarterly earnings.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is seeing extreme volatility as investors weigh aggressive AI capital expenditure news against signs of sector-wide capitulation. The community remains deeply divided, with many debating if recent lows represent a structural buying opportunity or a deeper correction fueled by margin calls and macroeconomic uncertainty.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is trending due to the release of its latest earnings report, which triggered sharp volatility as investors weighed a record-breaking quarter against full-year guidance that failed to meet lofty market expectations. The community remains deeply polarized, with active debates pitting bulls who point to sustained growth and operational execution against bears who continue to allege accounting irregularities and express skepticism regarding the company's subprime lending model.

Phathom Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel treatments for gastrointestinal diseases. The company was founded by Tadataka Yamada, David Socks, Azmi Nabulsi, Aditya Kohli, and Roger Ulrich on January 9, 2018 and is headquartered in Florham Park, NJ.

Phathom Pharmaceuticals Inc

Phathom Pharmaceuticals is gaining momentum as investors focus on its path to operating profitability by the third quarter of 2026 and robust year-over-year revenue growth. The community is actively discussing the potential for a short squeeze given the high short interest, while also monitoring management's commercial strategy and the ongoing adoption of Voquezna as a standard-of-care gastrointestinal treatment.

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$TEM Stocktwits Q2 Quarterly Filing:  @BioRich Top 50 portfolio positions: 
1) GUTS 
2) ABVX 
3) IBRX  
4) ALT 
5) KYTX  
6) DAVE  
7) CADL  
8) MIST  
9) UEC  
10) OTLK  
11) CAPR  
12) TGTX  
13) SABS  
14) NVAX 
15) LEGN  
16) VKTX  
17) OCUL  
18) SOFI 
19) BBIO  
20) SGP  
21) VNDA  
22) SHAZ  
23) NRXP  
24) GPCR  
25) EWTX  
26) TLSA  
27) SKM  
28) MLTX  
29) SNDX  
30) JMIA  
31) NKTR 
32) VVOS  
33) RGNX  
35) ARRNF  
36) CRMD  
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38) NUVB  
39) SMMT  
40) ANNX  
41) $CGON  
42) TEM  
43) $IVA  
44) $PSN  
45) $LGND  
46) IMVT  
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48)NNE  
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If I own it, I believe in it.  What am I missing?  Hold too much?  Not enough?  Look forward to your feedback! 
 
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Parsons Corp

Ligand Pharmaceuticals, Inc. - Ordinary Shares - Class B

 Top 50 portfolio positions: 
1) GUTS 
2) ABVX 
3) IBRX  
4) ALT 
5) KYTX  
6) DAVE  
7) CADL  
8) MIST  
9) UEC  
10) OTLK  
11) CAPR  
12) TGTX  
13) SABS  
14) NVAX 
15) LEGN  
16) VKTX  
17) OCUL  
18) SOFI 
19) BBIO  
20) SGP  
21) VNDA  
22) SHAZ  
23) NRXP  
24) GPCR  
25) EWTX  
26) TLSA  
27) SKM  
28) MLTX  
29) SNDX  
30) JMIA  
31) NKTR 
32) VVOS  
33) RGNX  
35) ARRNF  
36) CRMD  
37) WVE  
38) NUVB  
39) SMMT  
40) ANNX  
41) 

  
46) IMVT  
47) MPLT  
48)NNE  
49) ARDX  
50) COGT  
 
If I own it, I believe in it.  What am I missing?  Hold too much?  Not enough?  Look forward to your feedback! 
 
Follow/Subscribe for more suggestions and perspective.  Would love to hear yours too.  That's how we find these gems and learn. 
 
Let's make some (more) money.  Cheers!

The Legendary Mayor

@BioRich You&#39;re spamming shows you&#39;re ignorance ...

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 You're spamming shows you're ignorance ...

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GoldmanSlaps

@GoldmanSlaps I do.  Solely a ticker/BO Op play.