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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 a massive rally as investors position the stock as a key beneficiary of the ongoing AI infrastructure and server demand boom. Community sentiment is highly charged, with many comparing the momentum to early tech cycle run-ups while others express caution, debating whether the stock is a legitimate AI play or part of a broader, overextended market bubble.

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 and a swift reversal of recent gains, with community members actively debating whether this is a short-term positioning reset to fund AI-related investments or a deeper lack of confidence in the company's aggressive capital expenditures. Traders are expressing frustration over the stock's volatility compared to other tech peers, though many long-term bulls view the pullback as a prime accumulation opportunity for a company they see as a highly profitable AI beneficiary.

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.

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 currently a high-interest target for acquisition, with ongoing market speculation and reports of potential multi-billion dollar bids from major pharmaceutical players like Eli Lilly and AstraZeneca. The community remains hyper-focused on upcoming trial data readouts and potential buyout announcements, creating high volatility as traders debate the credibility of these rumors versus the company's long-term commercialization prospects.

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.

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 facing downward pressure amid community debate over recent infrastructure setbacks at Blue Origin and broader market rotation out of hyperscalers. Despite these headwinds, investors remain bullish on the long-term compounding potential of AWS and Amazon's significant strategic stake in Anthropic, viewing dips as accumulation opportunities for a rebound toward higher price levels.

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 rally behind its deepening integration of AI agents and enterprise cloud capabilities, bolstered by strong institutional accumulation and anticipation for upcoming software-focused events. The community is actively debating the sustainability of this momentum, contrasting the company's recent price action against broader software sector rotation and long-term AI infrastructure spending trends.

Lithium Americas Corp. engages in the development of the Thacker Pass project. It is focused on advancing Thacker Pass to production it is located in northern Nevada. The company was founded on January 23, 2023 and is headquartered in Vancouver, Canada.

Lithium Americas Corp (NewCo)

Lithium Americas Corp

Lithium Americas Corp (LAC) is trending as investors react to a supply-side shock following Zimbabwe's export ban on raw lithium concentrates, which is putting upward pressure on lithium prices. The community is actively discussing the stock's status as a strategic domestic resource play, with sentiment heavily influenced by ongoing construction milestones at the Thacker Pass project and speculation surrounding potential government-backed supply chain incentives.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as institutional investors aggressively pile into the stock, driven by massive price target hikes and anticipation of significant custom AI silicon and networking growth. The community is focused on the company's critical role in the AI supply chain, with active debates centered on whether this rally will accelerate post-earnings or lead to a "sell the news" event.

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$UBSFY They also sold out of their Black Flag collector&#39;s editions in the first day and lots of folks complaining they can&#39;t find them. Could be due to scalpers, but the scalpers flock to value they can squeeze. May be a positive market sentiment. Superheroes and Movie heroes are also a larger audience than the Assassin&#39;s Creed series so I&#39;m not ready to count it out solely on the preorder numbers yet. 
 
Despite all of the poor decisions the company has made over the last few years, I&#39;m hopeful that the recent commentary is indicative of them waking up. Even with the recent changes made, I think the best case scenario is if Yves gets ousted for the future of the company, otherwise I think a buyout is probably likely within the next 5 years. It&#39;s really only going to take 2 or 3 more poor releases for a collapse.

$UBSFY $UBI  black flag resync sadly lost #1 and #2 in Canada and USA to James Bond and batman in PlayStation however both release much sooner good sales expected but the chance of blockbuster has gone down

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 They also sold out of their Black Flag collector's editions in the first day and lots of folks complaining they can't find them. Could be due to scalpers, but the scalpers flock to value they can squeeze. May be a positive market sentiment. Superheroes and Movie heroes are also a larger audience than the Assassin's Creed series so I'm not ready to count it out solely on the preorder numbers yet. 
 
Despite all of the poor decisions the company has made over the last few years, I'm hopeful that the recent commentary is indicative of them waking up. Even with the recent changes made, I think the best case scenario is if Yves gets ousted for the future of the company, otherwise I think a buyout is probably likely within the next 5 years. It's really only going to take 2 or 3 more poor releases for a collapse.

Sean Patton

@Cytozen priced in look at the analyst consensus it moved up from 390 to 490 million for this quarter since black flag resync was announced not sure where they got the extra 100 million from preorders and collectors editions at this point should account for 40-60 million and that’s like high end estimate

 priced in look at the analyst consensus it moved up from 390 to 490 million for this quarter since black flag resync was announced not sure where they got the extra 100 million from preorders and collectors editions at this point should account for 40-60 million and that’s like high end estimate

@Lucabacchelli Yeah, a Lot of the gamer market is against pre-orders nowadays so I suspect thats the reason why they moved up the price point there. AC:BF will be one that the percentage pre-ordering will be up a bit higher than normal because of nostalgia factors mostly but wonder if the 100m jump was a conservative estimate or overzealous. Hoping for the former.

 Yeah, a Lot of the gamer market is against pre-orders nowadays so I suspect thats the reason why they moved up the price point there. AC:BF will be one that the percentage pre-ordering will be up a bit higher than normal because of nostalgia factors mostly but wonder if the 100m jump was a conservative estimate or overzealous. Hoping for the former.

@Cytozen it’s a consensus number the 100 mil so it’s the average of the 17 analysts covering Ubisoft

 it’s a consensus number the 100 mil so it’s the average of the 17 analysts covering Ubisoft

@Lucabacchelli nah, I understand, my hope is that the release sales will push that average estimate.

 nah, I understand, my hope is that the release sales will push that average estimate.

@Cytozen this is one of the strangest earnings calls I’ve ever heard I don’t want people to risk money on my words 

But from my perspective all I want is there fixed costs cut, and originally I wanted them to do what they announced and just target the next console cycle heavily I kinda gave up on that idea last month cause it didn’t seem reasonable for them to lose for another year so heavy but even stranger they said 2028 they expect 500 million dollars profit in cash 

Even weirder the analysts kinda just accepted that number I expected them to like to cross check it but just one guy asked 

I planned to be in this stock till the console cycle besides the declaration of both the biggest losses in history and the biggest gain being a shock it’s going as expected 

Ubisoft based on there projections think black flag will make about 300 million this year I think that projections low, 

(they never say x makes this so it’s just minus math)

 this is one of the strangest earnings calls I’ve ever heard I don’t want people to risk money on my words 

But from my perspective all I want is there fixed costs cut, and originally I wanted them to do what they announced and just target the next console cycle heavily I kinda gave up on that idea last month cause it didn’t seem reasonable for them to lose for another year so heavy but even stranger they said 2028 they expect 500 million dollars profit in cash 

Even weirder the analysts kinda just accepted that number I expected them to like to cross check it but just one guy asked 

I planned to be in this stock till the console cycle besides the declaration of both the biggest losses in history and the biggest gain being a shock it’s going as expected 

Ubisoft based on there projections think black flag will make about 300 million this year I think that projections low, 

(they never say x makes this so it’s just minus math)

@Lucabacchelli has to be the unannounced titles or optimism with the ones they have… and I’m thinking probably because they cut the studios that were bleeding. I think I’ll keep loading up while the price is down here at a dollar. Locking in a prediction

 has to be the unannounced titles or optimism with the ones they have… and I’m thinking probably because they cut the studios that were bleeding. I think I’ll keep loading up while the price is down here at a dollar. Locking in a prediction

@Cytozen brother wtf happend lol never seen something like this almost 

Good to know we werent crazy or the only ones that read that earnings report and we’re happy with it

 brother wtf happend lol never seen something like this almost 

Good to know we werent crazy or the only ones that read that earnings report and we’re happy with it

@Lucabacchelli I think it’s the day traders, they take their short gains and crash out to target something else they suspect will run up a bit. With the “bad news” they knew it wouldn’t run up anymore short term so they took profits and moved into something else, letting long term holders move back in at better prices. I was hoping it’d hold around/below $1.00 so I could get some more at bargain prices. Still good now, but just less stock for the money I put in 😅

 I think it’s the day traders, they take their short gains and crash out to target something else they suspect will run up a bit. With the “bad news” they knew it wouldn’t run up anymore short term so they took profits and moved into something else, letting long term holders move back in at better prices. I was hoping it’d hold around/below $1.00 so I could get some more at bargain prices. Still good now, but just less stock for the money I put in 😅