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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 significant selling pressure after reporting a profit miss and signaling sustained high capital expenditures for AI infrastructure. The community is sharply divided, with some investors questioning the company's ability to maintain margins amidst heavy AI spending while others view the pullback as a buying opportunity for a core advertising powerhouse.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending following a stellar earnings beat that saw Azure revenue exceed expectations and hit a significant milestone, effectively soothing market anxiety regarding AI infrastructure spending. Investors are actively discussing the company's ability to maintain strong profitability while scaling AI integration, with many viewing the results as a potential stabilizer for the broader tech sector.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is trending as investors react to a wave of earnings from major AI players, with sentiment split between those viewing the massive capital expenditure as a long-term structural tailwind and those fearing a bubble fueled by circular financing. Market participants are intensely debating the impact of Middle Eastern geopolitical tensions, rising bond yields, and recent volatility in Asian markets, leading to cautious trading as they weigh these macro risks against resilient corporate growth narratives.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Market sentiment surrounding the SPY is currently oscillating between extreme volatility driven by geopolitical tensions in the Middle East and a reliance on mega-cap tech earnings, particularly Microsoft, to anchor market stability. The community is actively debating whether current price action represents a genuine bottoming or a 'dead cat bounce' as they navigate macro concerns about interest rates, potential rate hikes, and the sustainability of high AI-related capital expenditures.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending following the unexpected announcement of UAE marketing authorization for Anktiva across both bladder and lung cancer indications, fueling community speculation about a global expansion strategy. Investors are actively discussing the potential for this approval to validate real-world demand and drive future revenue, while simultaneously weighing this progress against ongoing concerns regarding market volatility and the impact of a high short interest.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is seeing renewed investor attention driven by a record pace of AAA-rated ABS issuances and recent insider share purchases by the CEO, signaling strong internal confidence despite broader fintech sector volatility. While the community is actively debating the potential for a short squeeze and long-term upside, sentiment remains cautious as traders weigh the impact of geopolitical macro headwinds against the company's consistent GAAP profitability.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as retail investors grapple with extreme volatility and a steep sell-off, heavily influenced by negative sentiment and margin liquidations spilling over from the Korean market. The community is sharply divided, with bulls pointing to strong AI-driven memory demand and favorable fundamental metrics, while bears argue that the recent decline signals a broader cyclical peak and shifting capital expenditure trends among hyperscalers.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending due to heightened speculation surrounding a potential buyout or partnership as the market eagerly anticipates Phase 1 results for the amylin agonist VK3019 and crucial maintenance dosing data for VK2735. While the stock has faced downward pressure from short sellers and insider stock sales, the community remains intensely focused on the upcoming 33-week trial readout, viewing it as the primary catalyst that could validate the drug's best-in-class potential and spark a significant valuation shift.

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 currently the subject of intense community debate after reporting record quarterly earnings that significantly outperformed expectations and prompted raised full-year guidance. While supporters view the company as a critical infrastructure winner for AI data center power, the stock is experiencing volatile price swings as market participants weigh these strong fundamentals against broader sector-wide selling pressures and bearish sentiment.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. The firm also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment includes products and services sold for applications within the data center, communication networks and commercial and industrial markets in North America and Latin America. The Asia Pacific segment consists of products and services sold for applications within the data center, communication networks and commercial and industrial markets throughout Greater China, Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Westerville, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv Holdings is experiencing significant selling pressure following a revenue shortfall, as investors grow increasingly sensitive to potential slowing in AI infrastructure spending despite the company raising its full-year guidance. The community is actively debating whether the decline represents a fundamental shift in demand or a temporary, overblown reaction to project timing shifts, with many retail investors viewing the pullback as a buying opportunity while institutional hedging suggests lingering caution.

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$WRD well it looks like many posters here from last October when the stock was near 12$, and I said the technology doesn&#39;t work, have disappeared, shocking.  Down 50%.  Yikes.  Over loved boards on ST never work out.

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WeRide Inc. - ADR

 well it looks like many posters here from last October when the stock was near 12$, and I said the technology doesn't work, have disappeared, shocking.  Down 50%.  Yikes.  Over loved boards on ST never work out.

Chartist0_0

@Chartist0_0 . Check back in one year. I’d ask you to prove the tech does not work but I know you have no facts to back the claim lol

Niels

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 . Check back in one year. I’d ask you to prove the tech does not work but I know you have no facts to back the claim lol

@Djmorri When I started posting on the board last October, it was nearly 12$, and it&#39;s lost over 50% since then.  I think that speaks volumes about their technology.

 When I started posting on the board last October, it was nearly 12$, and it's lost over 50% since then.  I think that speaks volumes about their technology.

@Chartist0_0 @Djmorri And last week AI and Semis wee 40%to 60%  higher than today.  
That&#39;s not what the asked you about.

 And last week AI and Semis wee 40%to 60%  higher than today.  
That's not what the asked you about.

@LubberJML @Djmorri Yes, but stock price is the measure of success, imo.

 Yes, but stock price is the measure of success, imo.

@LubberJML @Djmorri sometimes stock price is a measure of irrational exhuberance, but not in the case of WRD.

 sometimes stock price is a measure of irrational exhuberance, but not in the case of WRD.

@Chartist0_0 Lazy post. 
Put some effort in your analysis. It’s a pretty baseless claim: “technology doesn’t work”.

quantum_traveler

 Lazy post. 
Put some effort in your analysis. It’s a pretty baseless claim: “technology doesn’t work”.