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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 Platforms is facing intense downward pressure as a high-stakes legal trial involving claims of youth harm begins in California, with the market reacting to potential massive financial liabilities and regulatory concerns. While some community members are treating the sell-off as a buying opportunity, others are actively debating whether these legal challenges will fundamentally impede the company's aggressive AI capital expenditure plans.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending as investors debate whether the current price represents a capitulation opportunity or a deeper correction for the data center sector. The community remains sharply divided, with bulls pointing to the company's long-term high-performance computing infrastructure and institutional backing, while bears emphasize technical weakness, heavy short interest, and frustration over the stock's lack of momentum compared to sector peers.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is trending as investors react to a significant new partnership with Apple to power a hardware leasing program, though shares faced volatility after an initial spike. The community is actively debating the stock's long-term potential as a fintech leader versus concerns about market manipulation, management's strategic direction, and broader economic pressure on consumer credit.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is trending amid intense community debate over CEO Michael Saylor's ongoing dilution strategy, which investors are questioning as the stock experiences volatility and decoupling from Bitcoin's price movements. Sentiment remains deeply divided, with bulls viewing the pullback as a long-term accumulation opportunity, while bears and frustrated retail shareholders point to MSCI exclusion risks and persistent capital raising as major red flags.

Cipher Digital, 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 Digital Inc.

Cipher Mining is facing significant volatility as investors debate the impact of Texas regulatory developments on its data center infrastructure pipeline. While the community is actively debating the stock's long-term potential versus concerns over high beta and short-term market manipulation, many are highlighting the company's strategic alignment with state standards as a key factor to watch.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital is facing intense scrutiny from the retail community as investors express widespread frustration with management, particularly regarding executive compensation packages and the company's lagging pivot to AI infrastructure compared to industry peers. Despite the ongoing controversy and stagnant performance, the stock remains a high-beta point of interest for traders speculating on potential data center deals and the company's leverage to Bitcoin mining economics.

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 currently under intense pressure following an earnings report that missed revenue and profit targets, leading investors to weigh its deep valuation against ongoing headwinds in its legacy search business. The community remains sharply divided, with bulls pointing to the company's significant cash reserves and potential value in its AI cloud and chip subsidiaries, while bears focus on the decline in ad revenue and broader skepticism surrounding Chinese ADRs.

Amylyx Pharmaceuticals, Inc. is a biotechnology company focused on the discovery and development of therapies for diseases with significant unmet medical need, with an emphasis on endocrine and neurodegenerative disorders. Its program, avexitide, is a once-daily GLP-1 receptor antagonist being developed for the treatment of post-bariatric hypoglycemia. Amylyx’s pipeline also includes investigational programs targeting Wolfram syndrome and amyotrophic lateral sclerosis (ALS). The company was founded by Joshua Cohen and Justin Klee in 2013 and is headquartered in Cambridge, MA.

Amylyx Pharmaceuticals Inc

Amylyx Pharmaceuticals is rallying following positive topline data from its Phase 3 LUCIDITY trial of avexitide, which met all primary and secondary endpoints in treating post-bariatric hypoglycemia. The community is actively discussing the stock's parabolic price action, potential buyout rumors involving major pharmaceutical players, and whether the company will initiate a secondary offering to capitalize on its surge.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is experiencing heightened volatility and intense debate among investors as federal investigations into key stakeholders and ongoing concerns regarding financial reporting practices create significant market uncertainty. While some traders are aggressively betting against the stock, citing unsustainable unit economics and high debt levels, others remain focused on the company's growth metrics and potential for continued short squeezes.

Fabrinet engages in the provision of optical packaging and electronic manufacturing services to original equipment manufacturers. The firm's engineering services include process design, failure analysis, reliability testing, tooling design, and real-time traceability system. Its manufacturing operations offer sensors, subsystems, customized optics, and optical modules and components. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

Fabrinet is experiencing significant downward pressure following its recent earnings report, where investor concern centers on margins, increased capital expenditures, and working-capital drag despite a double-beat on earnings and revenue. While community members are polarized, with some bulls highlighting the company's long-term potential in data center interconnect and AI optics as an entry point, others remain cautious due to valuation concerns and the stock's tendency to face sharp volatility post-earnings.

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$NOW $FN $APP $AMLX ServiceNow benefits from enterprise software and AI adoption, FN remains speculative, AppLovin benefits from mobile advertising and software monetization, and Amylyx advances treatments for neurological diseases. I&#39;m watching enterprise spending, funding, ad growth, and clinical milestones.

Martinez2k19

$AMD **Worth Exploring** 
 
I’ve been seeing some interesting discussions around “https://share.google/lfIl4Xe7MsDaCiCwp” lately. 
 
If you haven’t come across the term, it may be worth doing a quick search and learning what it’s about. There seem to be some interesting opportunities being discussed, but as always, do your own research and make decisions based on your own risk tolerance. 
 
Just sharing something I came across—not financial advice.

AMD Contract 2026-08-21 $240 CALL Premium Size $718K Trade Price $239.46 Volume / OI 30 / 1,416 (0.02x) Implied Volatility - Underlying Price $479.82

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Advanced Micro Devices Inc

Kendra Kelley

ServiceNow Inc

Applovin Corp

 ServiceNow benefits from enterprise software and AI adoption, FN remains speculative, AppLovin benefits from mobile advertising and software monetization, and Amylyx advances treatments for neurological diseases. I'm watching enterprise spending, funding, ad growth, and clinical milestones.