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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN Limited is experiencing extreme volatility and a significant short squeeze as market participants debate the impact of major hedge fund liquidations and robust AI infrastructure demand. While bears highlight ongoing dilution and management concerns, bulls are pointing to aggressive institutional accumulation and massive hyperscaler capex as indicators that the stock is deeply undervalued.

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 experiencing intense community focus as traders discuss a potential acquisition strategy regarding eBay, alongside speculation that record-low borrowable shares and institutional positioning are creating conditions for a short or gamma squeeze. Investors are actively debating the company's long-term capital allocation under current leadership while monitoring option chain activity and potential upcoming announcements.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is surging following a blockbuster quarterly report that featured record-breaking AWS growth and positive momentum in AI-driven infrastructure. Investors are highly focused on the company's aggressive multi-billion dollar capital expenditure plans, viewing these investments as a crucial validation of sustained cloud and AI demand.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox shares are under significant pressure as the company navigates a challenging transition to stricter age-verification and platform-safety protocols, which investors worry are hindering short-term user growth and platform engagement. While management maintains a long-term vision of platform optimization and share repurchases, the community remains deeply polarized, with bears pointing to slowing bookings and legal headwinds, while bulls identify a potential valuation reset for a long-term growth play.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is experiencing a sharp sell-off in after-hours trading as investors weigh mixed quarterly results and cautious forward guidance, specifically citing supply constraints and weakness in the Chinese market. The community is actively debating whether this is a long-term fundamental shift for the tech giant or a classic 'sell the news' reaction following a significant pre-earnings rally.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending as investors weigh significant regulatory and commercial momentum, including an upcoming satellite launch and major global carrier partnerships, against recent downward pressure driven by broad market volatility. The community remains deeply divided between long-term holders highlighting the company's unique direct-to-device technology and bearish voices focused on execution risks and competitive headwinds.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart Holdings is trending as retail investors express intense frustration over the stock's persistent underperformance compared to other fintech peers and broader market gains. Sentiment remains heavily polarized, with active discussions focusing on short interest, the stock's sensitivity to macroeconomic headwinds, and high expectations for upcoming earnings reports.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is seeing intense investor debate as the company prioritizes long-term user growth and AI-driven curriculum scaling over immediate monetization, leading to significant stock price volatility. While some community members view this transition as a generational buying opportunity backed by a debt-free balance sheet, others argue that increasing competition from broader AI tools threatens the company's long-term moat.

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 experiencing extreme volatility as market participants process a strong earnings beat and raised guidance against a backdrop of aggressive institutional deleveraging and broader AI-sector weakness. While community sentiment remains polarized, many investors are focused on the company's role in powering data centers, with active discussions debating whether the current sell-off represents a manipulative bear trap or a necessary correction following a parabolic run.

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 ahead of its Q2 earnings release as investors closely monitor potential data-licensing partnerships and the company's ability to maintain high growth in user engagement and advertising revenue. The community is actively debating the impact of AI search competition on future traffic while weighing the stock's valuation against its strong fundamental margins and expansion potential.

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$APP  stayed flat while the data center stocks crashed and bounced back violently.  holders of applovin did not make or lose money.

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Applovin Corp

  stayed flat while the data center stocks crashed and bounced back violently.  holders of applovin did not make or lose money.

John Morpeum

@BuyNowUnlimited didn’t really stay flat though, but rather has been trending down steadily … couldn’t get much above 400 at all today.  Went down with software names, but did not rebound with software names.  Fairly lame underperformance.

Gurkan_N1

 didn’t really stay flat though, but rather has been trending down steadily … couldn’t get much above 400 at all today.  Went down with software names, but did not rebound with software names.  Fairly lame underperformance.