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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

Hewlett Packard Enterprise is experiencing significant investor interest and a strong price rally driven by a massive earnings beat and upward revisions to its guidance, fueled by robust AI server demand. The community is actively debating the stock's growth potential compared to sector peers and discussing whether the current momentum represents a long-term shift for the company.

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 Inc is facing intense volatility as traders debate the long-term impact of aggressive AI capital expenditures versus the company's strong cash generation and ad revenue growth. The community is actively split between 'buy-the-dip' advocates betting on a rebound and skeptics concerned about management's spending strategy and potential platform stagnation.

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 is facing heightened volatility and profit-taking as investors weigh the company's strong, AI-driven growth against a high valuation leading into upcoming earnings. The community remains largely bullish on the company's fundamental positioning within the AI infrastructure stack, viewing recent price swings as normal market noise or algorithmic shakeouts rather than a shift in the long-term growth narrative.

Virgin Galactic Holdings, Inc. is an aerospace and space travel company, which engages in the provision of consumer space experience using reusable spaceflight systems. The firm is also involved in designing, developing, and manufacturing, ground and flight testing, spaceflight operation, and post-flight maintenance of spaceflight systems. The company was founded on May 5, 2017 and is headquartered in Tustin, CA.

Virgin Galactic Holdings Inc - Ordinary Shares - Class A

Virgin Galactic Holdings Inc

Virgin Galactic is experiencing intense trading activity as retail investors flock to the stock, fueled by high speculative volume and growing buzz around the upcoming SpaceX IPO. Community sentiment is deeply polarized, with bulls betting on a massive short squeeze and sympathy gains while critics remain skeptical of the company's fundamentals.

Abivax SA engages in the sale, research, distribution, and development of biopharmaceutical products. It offers commercial and development products of anti-viral compounds and human vaccines. The commercialized products include vaccines for typhoid fever, meningococcus, and leptospirosis. The products under development include vaccines for chronic hepatitis B, ebola, and dengue virus. The company was founded by Philippe Pouletty on December 4, 2003 and is headquartered in Paris, France.

Abivax - ADR

Abivax is trending due to heightened acquisition speculation following reports that major pharmaceutical players are assessing the company, a narrative bolstered by the firm's strategic hiring of a Chief Commercial Officer and progress on its Phase 3 ulcerative colitis program. The community is actively debating the credibility of these buyout rumors versus the company's long-term potential as an independent player, with many investors closely tracking volume patterns and institutional activity for signs of a near-term deal.

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 following the announcement of a massive joint venture with Blackstone to build AI cloud infrastructure powered by Google's proprietary TPU chips, alongside significant investor attention ahead of the company's latest product showcase. The community is actively debating the strategic implications of this capital-intensive expansion versus the stock's recent volatility and broader market rotation out of mega-cap tech.

Alphabet Inc - Ordinary Shares - Class C

Alphabet shares are trending as investors digest the company's mixed shelf offering and the significant capital injection from Berkshire Hathaway, while the broader community debates the sustainability of rising hyperscaler capex and the competitive landscape of AI-driven search.

Starfighters Space, Inc. is engaged in the research and development of space flight, pilot training, and aeronautics programs. It operates the commercial fleet Lockhead F-104s. The company was founded by Rick Svetkoff on September 6, 2022 and is headquartered in Kennedy Space Center, FL.

Starfighters Space Inc

Starfighters Space is gaining significant market attention as traders position for the upcoming SpaceX IPO, viewing the stock as a high-volatility play within the space sector. Community sentiment remains sharply divided between those targeting a massive short squeeze based on technical setups and upcoming infrastructure catalysts, and critics who point to the company's limited revenue and capital-intensive operations.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica is generating intense investor conversation as it showcases strong momentum and favorable structural positioning within the AI and enterprise computing infrastructure sector. The community remains focused on the company's consistent ability to beat earnings expectations and raise guidance, leading many to view recent pullbacks as buying opportunities while debate persists around its high volatility and valuation.

Tema ETF Trust - Tema Space Innovators ETF

Tema Space Innovators ETF

Investors are aggressively accumulating shares of the Tema Space Innovators ETF as a strategic proxy for the upcoming SpaceX IPO, with community sentiment fueled by the fund's direct pre-IPO exposure. Discussion is heavily focused on the potential for a sector-wide melt-up, as traders look to capitalize on the increasing institutional and retail interest in space infrastructure.

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$DIS taking up decent position here this morning - upside pull is too strong compared to holding pattern - expecting a 20-30% leap beginning this week.

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Walt Disney Co

 taking up decent position here this morning - upside pull is too strong compared to holding pattern - expecting a 20-30% leap beginning this week.

Indiana

@Chewbanka um. Why? I hope? But why Chewie?

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@HumbleInvest0r analyst targets are well within the 20-30% gain range and strongly tied to fundamentals. Institutions are seeking &#39;safe havens&#39; right now and this is on the short list. Divvy could use a boost however - although some think it is coming.  Always looking for those who have the spread (and been there a while) with little resistance in the narrative. Doesn&#39;t always pan-out but this fits right now.

 analyst targets are well within the 20-30% gain range and strongly tied to fundamentals. Institutions are seeking 'safe havens' right now and this is on the short list. Divvy could use a boost however - although some think it is coming.  Always looking for those who have the spread (and been there a while) with little resistance in the narrative. Doesn't always pan-out but this fits right now.

@Chewbanka @HumbleInvest0r i like the share buyback more than the divy. the buyback is like a 4% divy

 i like the share buyback more than the divy. the buyback is like a 4% divy