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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 is surging following an earnings report that featured massive revenue growth and increased forward guidance, proving to investors that its AI software is effectively scaling across both commercial and government sectors. The community is heavily focused on the stock's ability to sustain this momentum, with many users celebrating the company's strong execution while others debate its long-term valuation and future growth potential.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is facing significant downward pressure following the announcement of a $1.4 billion convertible debt exchange for equity, which shareholders fear will lead to substantial dilution. While some investors view the debt reduction as a strategic step toward corporate acquisitions, many in the community are expressing frustration, viewing the move as a recurring pattern of management prioritizing balance sheet restructuring over shareholder value.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is currently in the spotlight as investors debate its long-term potential in the physical AI and robotics sectors, with significant attention on its upcoming global product rollouts and expansion into autonomous mobility. The community remains divided, weighing impressive technical milestones and recent delivery growth against persistent downward price pressure and broader sentiment concerns surrounding Chinese equities.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is facing intense scrutiny and volatility as community members express frustration over stagnant stock performance and persistent selling pressure. The ongoing discourse highlights a mix of bearish sentiment regarding the company's retail strategy and consumer spending trends, contrasted by institutional discussions about long-term potential and strategic growth in e-commerce and grocery delivery.

Hyperliquid is a layer one (L1) blockchain best known for perpetual futures and spot trading. Beyond its flagship DEX trading platform, the ecosystem supports borrowing, lending, real world assets (RWAs), and a full-fledged Ethereum Virtual Machine (EVM), making it a leading force in decentralized finance (defi).   Just as electronic trading dramatically improved markets in the 2000s, Hyperliquid offers an opportunity for a massive technical upgrade of the existing financial system through a transparent, efficient, and resilient blockchain. HYPE is the native token of the Hyperliquid blockchain, with a maximum supply of 1 billion.

Hype

HYPE is currently trending as a focal point for institutional capital and active traders, with community sentiment driven by its unique fee-burning tokenomics and its status as a robust infrastructure for trading pre-IPO assets and prediction markets. The discourse is heavily split between technical analysts expecting consolidation or tactical pullbacks and long-term believers who view the asset as a fundamental 'productive business' that is increasingly decoupling from broader crypto market volatility.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox is currently seeing heavy selling pressure as investors react to disappointing earnings, withdrawn annual guidance, and analyst downgrades that highlight concerns over slowing monetization and platform growth. The community is sharply divided, with many bears citing negative platform sentiment and execution risks, while some bulls view the pullback as a long-term opportunity to accumulate shares at a discount.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is surging as a massive earnings beat and accelerated AWS growth confirm that the company's aggressive AI infrastructure spending is translating into real demand. Investors are actively discussing the significance of the raised capital expenditure guidance, with many viewing the cloud powerhouse's strong results as a validation of the broader AI buildout.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

TQQQ is seeing intense trading volume as market participants grapple with the volatility of the Nasdaq-100 amid broader uncertainty regarding geopolitical tensions and upcoming labor market data. Community sentiment remains polarized, with active debates centered on whether current price levels represent a durable bottom or a precarious setup for continued downward pressure.

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 as investors aggressively rotate back into hyperscalers following strong earnings results that showcased accelerating cloud revenue and significant enterprise AI demand. The community is currently debating whether this momentum marks a sustainable long-term recovery for mega-cap tech or if the rapid price appreciation is setting the stage for a short-term pullback.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is currently in the spotlight as investors await a highly anticipated quarterly report, with the community actively debating whether the company can deliver the blowout results and forward guidance necessary to justify its valuation in the AI hardware race. While some traders are bracing for volatility and potential profit-taking, many are focused on the firm's expanding data center footprint and recent reports of upcoming price increases as indicators of sustained momentum.

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$LUMN really incredible
The stock has fallen 30-40% over last couple
Months on no
News— was falling way before all the other tech crashed

They have huge free cash flow and hopefully the new nvda pcf deal which will bring in more unexpected cash in short term since its front loaded

Has to be perfect time to buy back stock. With company equity valued at only 6.5b they can buy back 20% of company for 1.3b. A 1.5 repurchase program seems reasonable. They do not have to buy them back right away but at least have the option for when market does what it has done last couple months.

$LUMN https://open.substack.com/pub/tangerinetrades/p/lumen-its-time-to-play-offense?r=5t3nfj&amp;utm_medium=ios

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Lumen Technologies Inc

 really incredible
The stock has fallen 30-40% over last couple
Months on no
News— was falling way before all the other tech crashed

They have huge free cash flow and hopefully the new nvda pcf deal which will bring in more unexpected cash in short term since its front loaded

Has to be perfect time to buy back stock. With company equity valued at only 6.5b they can buy back 20% of company for 1.3b. A 1.5 repurchase program seems reasonable. They do not have to buy them back right away but at least have the option for when market does what it has done last couple months.