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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 is trending after reporting a quarterly revenue and earnings beat with strong AI server demand, prompting multiple analyst price target hikes. While some traders express excitement over the record backlog and guidance, others highlight concerns about market manipulation, high volatility, and potential margin pressures.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology shares experienced a sharp decline following its fiscal first-quarter earnings report, where investors focused on slowing sequential growth, compressed margins, and management's outlook despite the company beating top- and bottom-line estimates. While traders are debating whether the selloff presents a buying opportunity given the company's long-term AI connectivity potential, sentiment remains polarized between those viewing the price action as institutional manipulation and those concerned about weakening profitability metrics.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlist Inc. is trending as traders react to a Federal Circuit ruling that affirmed the invalidation of several older patents. While some investors are expressing panic, the dominant community consensus is that the ruling is a "nothing burger" because these patents were previously sidelined and do not affect active, high-value litigation against Micron or the existing settlement with Samsung.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is experiencing high volatility as traders react to the company's fiscal third-quarter results, which featured a revenue miss and widened gross losses. While some investors are expressing frustration over recurring financial underperformance and management's execution, others are highlighting the long-term growth potential of the company's 10-gigawatt sales pipeline and its strategic positioning to supply power to artificial intelligence data centers.

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 react to a new buy rating from Berenberg and reported insider purchases, which have provided a floor for the stock amid ongoing volatility in the space sector. While retail sentiment remains divided, many traders are focusing on upcoming commercial milestones, specifically the expected Q4 launch integration with US Mobile and broader satellite deployment progress.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB shares dropped despite a beat-and-raise quarterly performance as investors reacted to slowing Atlas cloud revenue growth and forward guidance that fell short of high expectations. While some in the community view the decline as an overreaction and a buying opportunity, others remain concerned about the lack of growth acceleration.

GitLab, Inc. engages in the intelligent development, security, and operations (DevSecOps) platform for software innovation. It enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab shares are surging following a strong fiscal second-quarter earnings report, which featured a revenue beat, record gross bookings, and raised full-year guidance. While some traders express caution regarding long-term growth and potential volatility from new consumption-based billing models, sentiment has shifted from bearish to bullish following the company's strong performance and upbeat outlook.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is trending as retail traders react to escalating geopolitical tensions in the Middle East, particularly fresh military strikes near the Strait of Hormuz and reports of damage to oil tankers. While some traders are betting on a continued rally due to supply disruption fears and dwindling strategic petroleum reserves, others view the price action as manipulated or a potential opportunity to short into a volatility spike.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPE is currently attracting attention from traders as the stock tests consolidation levels, with the community closely monitoring its price action in relation to broader AI infrastructure sector trends and recent analyst upgrades. The conversation reflects a divide between those optimistic about the stock's long-term potential in enterprise AI and others frustrated by its recent sideways price movement.

PG&E Corp. operates as a holding company, which engages in generation, transmission, and distribution of electricity and natural gas to customers. It specializes in energy, utility, power, gas, electricity, solar, and sustainability. The company was founded on November 17, 1995 and is headquartered in Oakland, CA.

PG&E Corp.

PG&E Corp. is trending as traders react to a legislative setback in California after the state failed to pass Senate Bill 492, which would have provided significant wildfire liability protections for utilities. While some investors view the lack of reform as a long-term financial risk that makes the stock uninvestable, others are buying the dip, labeling the sharp price decline an overreaction by the market.

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$WEN An offering has to be: 

A: large enough to get shareholder approval 

B: Large enough to ward off other potential buyers who are now looking because someone else clearly thinks it’s worth buying. 

I’m seeing a lot of $12-$14 remarks.  
I don’t think an offer would be less than $17.

If they make an offer they want a quick positive vote without a bidding war. A lowball offer makes for a messy situation that can go sideways.

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Wendy's Co

 An offering has to be: 

A: large enough to get shareholder approval 

B: Large enough to ward off other potential buyers who are now looking because someone else clearly thinks it’s worth buying. 

I’m seeing a lot of $12-$14 remarks.  
I don’t think an offer would be less than $17.

If they make an offer they want a quick positive vote without a bidding war. A lowball offer makes for a messy situation that can go sideways.

Corey

@CSGM $10-12 would be a solid offer. Even at $11 a share, that is a solid 45% premium for what this was trading at before the news

 $10-12 would be a solid offer. Even at $11 a share, that is a solid 45% premium for what this was trading at before the news