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The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

A quarterly earnings beat and stronger-than-expected Q4 outlook sparked a sharp rally, but shares gave back much of the move during the call. Traders are split between seeing a potential turnaround and short squeeze, and doubting the recovery amid near-flat revenue, margin pressure, and concerns about management and buybacks.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. The firm offers annealing and gate-model quantum computing technologies. It provides professional services that assist customers in identifying and implementing quantum computing applications and selling quantum computer systems to customers. The company was founded by Eric Ladizinsky in 1999 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

Q3 earnings and a volatile rebound after a sharp quantum-stock selloff dominate discussion, with traders divided over whether D-Waves results and commercial deployments can support a recovery. Bears question its valuation and path to profitable adoption, while bulls point to its partnerships and longer-term quantum potential.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Seas earnings are driving attention: strong revenue growth and an expanded share-repurchase authorization are being weighed against an EPS miss, higher credit losses, and growth spending, which sparked a selloff. Traders are split between viewing the decline as an overreaction to otherwise solid results and worrying that lending risks and spending will pressure profitability.

Digital Turbine, Inc. engages in mobile growth platform solutions for advertisers, publishers, carriers, and device original equipment manufacturers. It operates through the following segments: On Device Solutions and App Growth Platform. The On Device Solutions segment consists of products and services that simplify the discovery and delivery of mobile apps and content media for device end users. The App Growth Platform segment provides Advertising Solutions and Ad Monetization Solutions. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbines quarterly results beat expectations and raised revenue guidance, but margin compression and concerns about converting growth into profit triggered a sharp selloff. Traders are divided on whether the reaction was excessive or whether weaker margins and the companys debt remain significant risks.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Globals plans with GE Vernova and Baker Hughes to reserve equipment for potential data-center power projects have fueled debate over its expansion beyond LNG exports. Traders are split between seeing a promising way to monetize its gas and infrastructure and worrying about execution, customer commitments, and the cost of the buildout, with the shares also pressured alongside weakness in AI-related stocks.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is drawing attention after its quarterly report disappointed on profitability and outlook, with margin pressure and a sequential subscriber decline outweighing strong revenue growth. Bears question its execution and competition, while bulls point to the planned Peptides+ launch, Andrew Hubermans board role, and international expansion as potential growth drivers.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFiber is drawing attention after a steep selloff, with traders pointing to dilution, execution and financing concerns, and weakness across AI data-center stocks. Bulls argue that NC-1 funding and future customer deals could support growth, while some speculate that heavy short interest may amplify a rebound; the financing and contract outlook remain central points of debate.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riots better-than-expected quarterly results and a 15-year, 910-MW Corsicana data-center lease with an AI lab are driving attention, reinforcing its shift from bitcoin mining toward AI infrastructure. Bulls see the signed lease as tangible validation of the pivot, while skeptics question the financing and execution required and whether AI should take focus from mining.

Bitdeer Technologies Group engages in the cryptocurrency mining industry. It generates income through its proprietary mining datacenters. The firm handles complex processes involved in computing such as equipment procurement, transport logistics, datacenter design and construction, equipment management, and daily operations. The company was founded by Wu Jihan in December 2021 and is headquartered in Singapore.

Bitdeer Technologies Group. - Ordinary Shares - Class A

Bitdeer Technologies Holding Co

BTDR is drawing attention after quarterly results showed strong revenue growth but an earnings miss and continued losses. Traders are encouraged by mining and leasing activity, while looking to managements outlook for signs of a path to profitability.

Amplify Commodity Trust - Breakwave Tanker Shipping ETF

Breakwave Tanker Shipping ETF

BWET is drawing attention as tanker freight rates and VLCC futures plunge, driving a sharp selloff in the ETF, which tracks tanker freight futures rather than crude oil. Bears point to falling shipping costs and hopes for normalization or de-escalation, while some bulls argue that Middle East shipping disruptions remain unresolved and the decline may be an overreaction.

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Bitcoin

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Dogecoin

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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$META $AMZN $GOOGL $GOOG $MSFT Big Tech bounced hard Monday and a big bank just picked Meta and Amazon as its favorites over Google 👀 You can only buy one and hold it for a year. Vote, then drop your reasoning below.

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Meta Platforms Inc

Amazon.com Inc

Alphabet Inc Class A

Alphabet Inc - Ordinary Shares - Class C

Microsoft Corp

 Big Tech bounced hard Monday and a big bank just picked Meta and Amazon as its favorites over Google 👀 You can only buy one and hold it for a year. Vote, then drop your reasoning below.

BullseyeGains

@BullseyeGains I think Google is a steal at these levels.

 I think Google is a steal at these levels.