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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending amid discussions around its Q3 earnings, which beat expectations, and updated guidance. The community is focused on the company's high valuation, with some citing Michael Burry's reported short position, while others remain bullish due to Palantir's growth and position in AI.

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

SMCI is trending as investors weigh the impact of AI infrastructure spending by major tech companies against concerns about SMCI's recent performance and upcoming earnings. The community is closely watching for any news or updates on partnerships, particularly with Xai, and whether the company can maintain its revenue guidance. Discussions also involve the potential for a new CFO announcement and its impact on investor confidence.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending due to recent trial results for its PMO therapies, which, while showing positive trends, did not meet statistical significance, leading to community concerns about potential revenue impact. Despite this, discussions focus on the potential for label expansion of Elevidys, European sales, and possible mergers or acquisitions as long-term catalysts. Some traders also suggest shorts may have orchestrated the selloff.

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 (META) is trending amid investor concern over heavy AI spending and its potential impact on near-term profitability, leading to a sell-off from recent highs. Community discussions revolve around identifying a bottom and whether the stock is oversold, with some viewing the dip as a buying opportunity due to Meta's strong fundamentals and long-term potential in AI and VR.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is trending as its robotaxi fleet, Apollo Go, matches Waymo's pace with weekly ride volumes crossing 250K, sparking excitement around its autonomous vehicle leadership. Community members are also discussing catalysts from upcoming earnings and AI advancements, with some eyeing price targets. The stock's multi-year accumulation and perceived undervaluation as a Chinese stock are also driving interest.

Memecoin on Cronos launched by the Cro Crow community

crow with knife

The "crow with knife" meme coin, $CAW, is gaining attention, with community members emphasizing its multichain presence across $SOL, $ETH, $CRO, and BASE. Discussions highlight its fully circulated supply, deflationary mechanisms, strong community, and organic growth. The community is actively using the catchphrase "caw caw" and mentioning partnerships.

Internet Computer (IC) is the world’s first blockchain that is capable of running at web speed at unrestrictive capacities. Built by the DFINITY Foundation, IC aims to recreate the web by supporting smart contract development at scale and changing the way people can interact using web services. Internet Computer aims to extend the public internet, so that it can be the world’s computing platform, in a decentralized manner. Internet Computer sets to revolutionalize the design of the crypto economy, with an aim to overhaul traditional software services.   The project was founded in October 2016 by Dominic WIllams and have raised a total of $121 million from investors such as Adreessen Horowitz, Polychain Capital, Multicoin Capital and such. On May 10, 2021, DFINITY launched the Internet Computer into the public domain, marking it a major milestone for ICP as it means the internet now functions as a decentralised global computer. This is marked by the release of all of the Internet Computer’s source code into the public domain, as well as ICP utility token that allows tens of thousands of community members to govern the Internet Computer network.  ICP is Internet Computer's native token. It plays three prominent roles:  1. Network Governance: Users that participate in the governance will be rewarded with ICPI 2. Production of Cycles for Compute: ICP can be converted into cycles where it is used as the transaction fee to access the network. Cycles are burned after used. 3. Rewarding Users: ICP is used as the rewards to incentivize users to participate in the network such as securing the network.

Internet Computer

ICP is trending amidst discussions about its potential, with some community members highlighting its strong technology and recent integrations. Bullish sentiment revolves around expectations for future growth and its ability to outperform other cryptocurrencies. Conversely, bearish viewpoints cite its past performance and question its adoption, with some suggesting it's a flawed or even scam project.

Grab Holdings Ltd. engages in the provision of millions of people each day to access its driver- and merchant-partners to order food or groceries, send packages, hail a ride or taxi, pay for online purchases or access services such as lending, insurance, wealth management and telemedicine, all through a single “everyday everything” app. The firm operates in food deliveries and mobility and by TPV in the e-wallets segment of financial services in Southeast Asia. It operates across the deliveries, mobility and digital financial services sectors in eight countries namely: Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand and Vietnam. The company was founded by Anthony Tan Ping Yeow and Tan Hooi Ling in 2012 and is headquartered in Singapore.

Grab Holdings Limited - Ordinary Shares - Class A

Grab Holdings Limited

GRAB is trending as investors discuss its potential, fueled by high trading volume and a breakout from a multi-year base. Community members are analyzing call option activity and speculating on price targets, while highlighting its strong presence in Southeast Asia. Some are also noting positive developments such as partnerships and institutional accumulation, though a recent analyst downgrade has tempered sentiment for some.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as investors await Phase 3 data for its DMD treatment, with community discussions focusing on the potential impact of results given recent FDA activity and competitor setbacks. Talking points include the company's financial position, potential milestones, and the StealthX exosome platform. Anticipation is building, with some suggesting a significant market shift is on the horizon pending the data readout.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

LUMN is trending as investors discuss its potential partnership with Palantir and the possible implications for AI infrastructure. Community members are weighing the company's revenue against its debt, with some suggesting the stock is undervalued and poised for significant upward movement. There's also anticipation around potential analyst upgrades and the company's long-term growth prospects in the AI sector.

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