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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA's upcoming earnings are a major market focus, with some believing the entire market's direction hinges on the results, especially given the recent AI sector pullback. Community discussions range from expectations of a blowout report to fears of a post-earnings sell-off, with some suggesting the AI narrative may be overhyped, while others point to strong demand and potential for growth.

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 renewed speculation around a potential buyout following Pfizer's acquisition of Metsera. The community is actively discussing the company's Phase 3 trial enrollment completion and potential partnerships, with some anticipating a significant announcement soon. GPCR ACCESS data is also being monitored for potential read-across implications.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending as investors discuss its potential role in securing critical mineral supplies amid geopolitical tensions and the reopening of government operations; the community is weighing in on the company's value and potential catalysts, such as government approvals and strategic partnerships, while navigating market volatility.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

GRRR is trending as community members discuss the company's recent earnings report, with attention focused on its project pipeline and revenue guidance. Debate centers on the company's cash position, the validity and timing of contracts, and the potential impact of AI-related projects. Analyst ratings and potential buybacks are also being closely watched by investors.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

KTOS is trending as investors discuss potential growth catalysts, including new facilities, foreign partnerships, and Saudi Arabia's defense spending. The community is also weighing the impact of recent market volatility and external factors on the stock's valuation. Some traders are highlighting the company's strong position in the drone and defense sectors, while others express concerns about valuation and potential pullbacks.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare's recent network outage, impacting major services like X and ChatGPT, has sparked discussions about the company's infrastructure and reliability. While the outage led to a stock dip, the community is also weighing the potential for recovery and the underlying strength of Cloudflare's fundamentals. Investors are actively debating the company's valuation in light of the incident and its broader role in internet security.

Twist Bioscience Corp. engages in the development of a proprietary semiconductor-based synthetic DNA manufacturing process. It operates through the following geographical segments: Americas, EMEA, and APAC. The Americas segment consists of the United States of America, Canada, Mexico, and South America. The EMEA segment includes Europe, Middle East, and Africa. The APAC segment focuses on Japan, China, South Korea, India, Singapore, Malaysia, and Australia. The company was founded by William Marine Banyai, Emily Marine Leproust, and Bill James Peck in 2013 and is headquartered in San Francisco, CA.

Twist Bioscience Corp

TWST is trending amid discussions around earnings, revenue growth, and margin improvement, alongside a recent analyst upgrade. The community is weighing the company's path to profitability and potential for growth in synthetic DNA and NGS. Option activity and potential short squeeze are also contributing to the stock's increased attention.

Seres Therapeutics, Inc. engages in the development of biological drugs through microbiome therapeutics platform. Its product pipeline includes SER-109, SER-287, SER-301, and SER-401. The company was founded by Geoffrey von Maltzahn, David A. Berry, and Noubar B. Afeyan on October 18, 2010 and is headquartered in Cambridge, MA.

Seres Therapeutics Inc

Seres Therapeutics is trending amid ongoing speculation about a potential acquisition by Nestle, particularly given Nestle's existing investment and board presence; the community is weighing the possibility of a buyout versus a partnership, and how recent cost-cutting measures might impact a deal, while closely monitoring SEC filings and insider activity for clues.

Sezzle, Inc. engages in the operation of a digital payment platform that enables bank-to-bank transfer of money between consumers and businesses. The company was founded by Charlie G. Youakim, Killian Brackey and Paul V. Paradis on January 4, 2016 and is headquartered in Minneapolis, MN.

Sezzle Inc.

Sezzle is trending as investors discuss its potential following the EY Entrepreneur of the Year award for its CEO and positive EPS growth compared to competitors. Community members are debating whether current prices represent a buying opportunity, citing oversold conditions, insider buying, and a significant short position, while also referencing concerns about wider market movements influencing the stock.

Based Chad

Based Chad is trending as community members highlight upcoming catalysts, including a video game launch and increased visibility on the Base network. Discussion revolves around the meme's broad appeal and potential for significant growth, particularly with increased Coinbase involvement and a focus on long-term value through buyback mechanisms. The community emphasizes the meme's cultural relevance and the potential for a supply shock, leading to bullish sentiment.

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$DELL $HPE Yes, I believe higher memory prices will impair gross margins to the tune of 30-50 bps. SMCI&#39;s promotional stance really limits their ability to completely pass through the price, but much of it will be. Silly call.

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Dell Technologies Inc

Hewlett Packard Enterprise Co

 Yes, I believe higher memory prices will impair gross margins to the tune of 30-50 bps. SMCI's promotional stance really limits their ability to completely pass through the price, but much of it will be. Silly call.