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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer (SMCI) is trending after a massive preliminary Q4 update showing record-breaking order backlogs and gross margins nearly doubling current guidance. This surprise news has ignited significant community debate, with bulls anticipating a major short squeeze and potential re-rating, while skeptics remain focused on long-standing accounting concerns and volatility.

NEAR Protocol is the blockchain for AI. A high-performance, AI-native platform built to power the next generation of decentralized applications and intelligent agents. It provides the infrastructure AI needs to transact, operate, and interact across Web2 and Web3. NEAR combines three core elements: User-Owned AI, which ensures agents act in users’ best interests; Intents and Chain Abstraction, which eliminate blockchain complexity for seamless, goal-driven transactions across chains; and a sharded blockchain architecture that delivers the scalability, speed, and low-cost execution needed for real-world AI and Web3 use. This integrated stack makes NEAR the foundation for building secure, user-owned, AI-native applications at internet scale.

Near

NEAR is currently trending due to its pivot toward an AI-native infrastructure and the launch of privacy-focused 'Confidential Intents,' which has sparked community debate over its long-term potential compared to other layer-1 protocols. Despite market-wide volatility, investors are actively discussing whether these utility-driven updates position it for a recovery as capital rotates back into AI-centric blockchain projects.

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

Alphabet is trending as investors aggressively position themselves ahead of the company's upcoming earnings release, which is viewed as a pivotal catalyst for the broader AI infrastructure trade. Market participants are intensely focused on management's CapEx guidance, with a heated debate ongoing about whether continued heavy AI investment will drive long-term dominance or strain margins amid ongoing scrutiny of the company's competitive standing against industry rivals.

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 as investors monitor its strength in the enterprise AI infrastructure market, with community members debating whether the company can maintain momentum amid sector-wide volatility and shifting hyperscaler capital expenditure expectations. Discussion centers on the stock's role as a key AI server beneficiary and its relative performance compared to rivals like Super Micro Computer.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending as investors weigh significant contract wins and strong production delivery figures against lingering trade tensions with Airbus and concerns over the company's financial debt load. The community remains deeply divided, with bulls pointing to the record backlog as a generational buying opportunity while bears focus on persistent execution risks and the stock's recent underperformance.

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 trending as investors debate its positioning within the AI and advertising landscape, while community members actively discuss technical price action, potential earnings catalysts, and comparisons to peers like Meta. Sentiment remains split between those focused on long-term growth and those expressing frustration over short-term volatility and institutional trading patterns.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is facing intensified market scrutiny following reports of delays to its Gemini 3.5 Pro model, which have triggered investor concerns regarding the company's AI execution and competitive standing against rivals like OpenAI and Anthropic. The community remains heavily divided as they anticipate upcoming earnings, with many viewing the dip as a strategic accumulation opportunity for a long-term AI leader while others worry that rising capital expenditure requirements could weigh on near-term performance.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is trending as investors weigh the company's recent acquisition of Northern Data and its significant GPU infrastructure against high short interest, fueling intense community debate regarding a potential short squeeze. Conversations are centered on Rumble's evolving role in AI cloud services, fueled by Tether's strategic investment and the expectation that upcoming earnings will finally provide the transparency needed to validate its valuation.

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 seeing heightened activity ahead of its upcoming earnings report, with investors weighing recent job cuts in the data center division against strategic partnerships like the new collaboration with Fortinet. While some community members are optimistic about a foundry-driven turnaround, others remain cautious amid broader semiconductor sector volatility and speculation regarding institutional position management.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

JasmyCoin is currently experiencing high volatility as the community remains deeply divided between long-term holders betting on IoT utility and skeptics calling for further price declines. The discourse is fueled by intense debate over institutional accumulation, the impact of recent ecosystem expansion, and the asset's performance relative to broader market trends.

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$GLD opened short swing in $DULL ; looking for price on $GC_F to retrace to ~4k which is uptrend support.  Looking to capture ~5-8% $SHNY

Eyore

$GLD I still have this trade open; current chart on futures shows double hammer pattern which is neutral given context; may close out by end of day depending.