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Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending after reporting strong Q4 earnings and announcing a $2 billion buyback, but its stock saw an extreme reversal from pre-market gains, fueling community speculation about market manipulation and underlying concerns over software sector valuation and free cash flow guidance.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is actively discussed following its latest earnings report, where an EPS miss and cautious guidance sparked a sell-off, despite robust revenue growth and record users, fueling community debate over its undervaluation and the market's reaction to competition from Lyft and strategic autonomous vehicle expansions.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending significantly higher as its management clarified that HBM4 production and customer shipments are ramping ahead of schedule, assuaging recent market concerns. The community is actively discussing strong demand exceeding supply in the AI memory sector, fueling optimism and celebrating the debunking of bearish narratives.

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan Green in 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

Lyft Inc

Lyft is trending due to a significant stock sell-off following its mixed quarterly results and cautious guidance, which many in the community view as an overreaction given the announced $1 billion share buyback. Investors are actively debating the company's growth trajectory and competitive standing against Uber, alongside the ongoing long-term discussion around autonomous vehicle disruption.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs (ALAB) is trending amidst a sharp post-earnings sell-off, despite reporting a Q4 beat and revealing a significant warrant agreement with Amazon for future product purchases. The community is widely discussing whether the market's reaction is an overblown response to perceived guidance nuances or an opportunity to buy into a key AI infrastructure player.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is trending following a significant post-earnings sell-off driven by a conservative Q1 revenue outlook, despite beating Q4 expectations. The community is sharply divided, with many viewing the dramatic decline as an overreaction or institutional manipulation, while others remain cautious about the company's growth trajectory amid broader AI concerns.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending after strong Q4 earnings and positive 2026 guidance highlighted robust software and AI growth; however, a subsequent market pullback, amplified by broader software sector fears and an ex-dividend adjustment, has the community actively debating if it's an oversold buying opportunity for the hybrid cloud and quantum computing leader.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull Corp ($BULL) is trending following its announcement of a new consolidated market data feed for overnight trading, amidst significant community frustration regarding its recent declines and perceived underperformance. Investors are actively discussing the stock's strong, often negative, correlation with Robinhood and Bitcoin, with some holding out for strong upcoming earnings and a potential short squeeze to reverse its trend.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Reported snags and delays in Apple's anticipated AI-powered Siri features are driving conversation, with the community debating whether this setback impacts the company's long-term AI strategy and justifies its current valuation. Many investors are weighing concerns about the delayed rollout against Apple's strong ecosystem and market-propping role.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

HubSpot Inc

HubSpot is experiencing a notable price decline, with community discussion centered on its recent earnings report and intense debate over whether AI poses an existential threat to its SaaS model or if the stock is simply oversold with strong fundamentals for a significant rebound.

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$ARE tendered $1.33B of 2050-2052 notes at ~20% avg discount to par. Estimated gain on extinguishment: $200-270M. Refinancing with shorter-dated debt at ~5%+. Higher carry cost, but cleaner balance sheet and more flexibility ahead.

Daniel Oliveira

$ARE the values are out, the savings are greater than I initially estimated 379.2M gain on early extinguish of debt.

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Alexandria Real Estate Equities Inc.

 tendered $1.33B of 2050-2052 notes at ~20% avg discount to par. Estimated gain on extinguishment: $200-270M. Refinancing with shorter-dated debt at ~5%+. Higher carry cost, but cleaner balance sheet and more flexibility ahead.