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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 A

Alphabet Inc Class A

Alphabet is trending after reporting strong earnings and significantly increasing its capital expenditure guidance for 2026 to fuel massive AI investments. This has sparked a polarized community debate about the company's aggressive long-term growth strategy versus concerns about overspending and market behavior seen in other tech giants.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending as Bitcoin's recent nosedive has dragged down its shares, sparking intense debate among investors who see it as either a deeply oversold buying opportunity ahead of upcoming earnings or a sign of fundamental weakness amplified by market volatility.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is trending following its Q4 earnings beat, which included stronger-than-anticipated revenue, positive net income, and a new share buyback authorization, sparking discussions about a potential turnaround. While some investors see significant undervaluation and growth in subscriptions, others remain skeptical about leadership and inconsistent user metrics, contributing to a divided market sentiment.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending due to its strong Q4 earnings beat being immediately countered by an unexpectedly massive 2026 CapEx guidance for AI infrastructure. The community is actively discussing whether this aggressive spending represents a shrewd investment for future AI dominance or an unsustainable cost weighing on profitability.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as Google's announcement of significantly increased capital expenditures for AI infrastructure, potentially reaching $185 billion by 2026, is seen by the community as a major catalyst for Broadcom's co-developed Tensor Processing Units, despite some skepticism about sustained gains.

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 from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, 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 trending as investors eagerly await its upcoming earnings report, debating whether robust AWS performance and substantial AI investments will overcome concerns about rising capital expenditures that have impacted other major tech companies.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending amidst anticipation for its Eagle Line inauguration event and upcoming earnings, with the community sharply divided between hopes for major commercialization and OEM partnership announcements, and skepticism regarding past delays for the "holy grail" solid-state battery technology.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is trending amid massive capital expenditures from hyperscalers like Google and Amazon, underscoring robust demand for AI/HPC data centers, which directly benefits CIFR's strategic pivot. The heavily oversubscribed, non-dilutive $2 billion note offering, secured by a long-term Amazon lease, signals strong institutional confidence in CIFR's contracted revenue model and its ongoing decoupling from Bitcoin's price movements.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is trending after reporting strong revenue and EPS for the recent quarter, but its weak forward guidance, attributed to a global memory chip shortage affecting smartphone demand, has triggered a significant sell-off. While many in the community express frustration and call for leadership changes, others see the price dip as an overreaction and a long-term buying opportunity, emphasizing the company's core strengths in automotive, IoT, and AI-driven initiatives.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm is trending as mixed community reactions follow its latest earnings report, which exceeded estimates but saw a notable stock dip, fueling debate over its high valuation, immediate catalysts, and long-term potential in AI and robotics, especially with SoftBank confirming no plans to sell shares.

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