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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is surging after delivering a blowout second-quarter report marked by exceptional revenue growth and significantly raised full-year guidance, driven primarily by accelerating enterprise demand for its AI sovereign tools. The community is actively debating the company's long-term valuation and enterprise influence while celebrating a major victory over short-sellers and analysts who had previously taken a bearish stance.

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 recent UAE approval of Anktiva for multiple bladder and lung cancer indications, fueling community speculation about an accelerated global commercial rollout. Investors are actively debating the timing of earnings, potential international partnerships, and the impact of non-cash accounting adjustments on recent financial reports.

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 Digital is trending as investors pivot from legacy Bitcoin mining toward the company's aggressive expansion into AI and HPC data center infrastructure. The community is actively debating the significance of upcoming earnings, the impact of recent hyperscaler leasing activity, and Cipher's ability to execute on its multi-gigawatt power pipeline.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is currently navigating a significant digital distribution reset in China as it attempts to reclaim brand control and long-term profitability, a move that has drawn mixed reactions from analysts and traders. The community remains deeply divided, with some investors aggressively accumulating shares at current levels in anticipation of a turnaround, while others remain skeptical, citing intense competition and persistent downward price pressure.

Snap, Inc. is 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 currently trending as investors weigh strong ad-targeting improvements and subscription growth against ongoing concerns regarding high cash burn and user stagnation ahead of the upcoming earnings report. The community remains deeply polarized, with many betting on a turnaround fueled by AI and AR initiatives while others express deep frustration over persistent leadership struggles and the company's long-term profitability.

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 gaining momentum as investors anticipate the upcoming launch of BlueBird satellites, alongside fresh optimism from a potential Meta collaboration and expanded regulatory support in Japan. The community is actively discussing these strategic milestones and the company's progress toward commercial service rollout, viewing recent price action as a consolidation period before a potential move higher.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is seeing intense volatility and investor attention as the market evaluates the impact of potential U.S. government restrictions on Chinese-made data center components, which could shift demand toward domestic optical transceiver suppliers. While some traders are bullish on the company's U.S. manufacturing footprint and long-term positioning within the AI infrastructure ecosystem, others remain cautious due to concerns over high short interest, previous dilution, and the company's historical challenges with profitability and manufacturing capacity.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Power and Energy, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Power and Energy segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925, and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar is trending as investors digest a strong earnings beat and record-breaking backlog fueled by massive infrastructure demand for data center construction. Community sentiment is sharply divided, with bulls highlighting the stock's role in the power and energy "AI infrastructure" supercycle, while bears point to high valuation multiples and skeptical comparisons to historical cyclical patterns.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonald's shares are currently facing downward pressure as investors scrutinize slowing U.S. comparable sales and high menu prices, despite the company reporting an earnings beat. Community sentiment is deeply divided, with many traders expressing frustration over the cost of food and the company's valuation, while long-term investors highlight the brand's resilience and the potential for a rebound following a recent leadership change.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is seeing increased community interest and bullish sentiment as investors eye a potential price recovery, driven by the company's strong cash position and strategic partnerships within the rapidly expanding AI infrastructure and silicon photonics sector. While some market participants voice frustration over recent price volatility and past dilution, active discussions highlight a belief in the company's long-term potential as a critical component supplier for hyperscale data center capacity.

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$USEA Started a position here and will look to scale it a little bit larger. Thinking Q2 should be better than Q1 with an additional ship. I also like the commodities they move and a dividend is just a cherry on top.

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United Maritime Corp

 Started a position here and will look to scale it a little bit larger. Thinking Q2 should be better than Q1 with an additional ship. I also like the commodities they move and a dividend is just a cherry on top.