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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

Waymos expansion of its driverless robotaxi service to public riders in Las Vegas is driving attention, with traders viewing the rollout as a commercialization catalyst and comparing Waymo favorably with Tesla. The community is broadly bullish and focused on a potential breakout, though some traders attribute the move to broader AI and hyperscaler rotation rather than a single headline.

NEAR Protocol is the blockchain for AI. A high-performance, AI-native platform built to power the next generation of decentralized applications and intelligent agents. It provides the infrastructure AI needs to transact, operate, and interact across Web2 and Web3. NEAR combines three core elements: User-Owned AI, which ensures agents act in users’ best interests; Intents and Chain Abstraction, which eliminate blockchain complexity for seamless, goal-driven transactions across chains; and a sharded blockchain architecture that delivers the scalability, speed, and low-cost execution needed for real-world AI and Web3 use. This integrated stack makes NEAR the foundation for building secure, user-owned, AI-native applications at internet scale.

Near

A sharp rally has focused attention on NEARs privacy- and AI-related infrastructure narrative, with traders attributing the move to confidential perpetual trading and NEAR Intents activity, alongside short liquidations. Sentiment is divided between bullish believers in NEAR as an AI/agent platform and traders calling the move a liquidity-driven pump or warning of a pullback.

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

Ryan Cohens purchase of additional GameStop shares, alongside perceived progress in the companys turnaround, is fueling renewed bullish attention. Traders are also debating whether heavy call activity, warrant-related positioning and potential short covering could amplify the move, while some remain skeptical that the rally is more than a temporary options-driven bounce.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Attention is centered on SpaceX targeting Starship Flight 14 for September 28 after another schedule change, with traders viewing the flight as a potential catalyst. The community is split between bullish launch-driven momentum and concerns about delays, elevated valuation, options volatility, and upcoming share unlocks.

UNI is the governance token for Uniswap, an Automated Market Marker DEX on the Ethereum blockchain. The UNI token allows token holders to participate in the governance of the protocol. Key decisions such as usage of the treasury or future upgrades can be decided through a governance vote.

UniSwap

Traders are attributing Uniswaps rally to its Robinhood integration, which the community views as expanding UNIs role as a liquidity layer for crypto and tokenized-asset trading, alongside fee-driven buybacks and burns. Sentiment is broadly bullish on rising volume and improved token economics, though some traders argue the move is overbought and could face a 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

A broad semiconductor and AI-stock rebound is driving AMD attention as traders reassess fears of slowing AI spending and respond to renewed data-center demand and industry supply tightness. The community is largely bullish on continued momentum and a potential short squeeze, though some traders warn that the move is overextended and vulnerable to profit-taking given AMDs valuation.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is drawing attention amid speculation about an unconfirmed internal AI breakthrough involving Gemini, alongside debate over whether AI development will slow and reduce its heavy infrastructure spending. Bulls point to cloud, TPU and AI monetization potential, while skeptics cite Gemini competition, search disruption, regulatory risks and high rates.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. 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

AI-driven memory shortages, tight supply, and strong pricing power are fueling bullish positioning in Micron ahead of its September 30 earnings report, with Intels warning that the memory crunch could worsen reinforcing the sector narrative. Traders largely expect robust results and continued HBM demand, though some caution that memory cyclicality, higher rates, and a potential Taiwan labor disruption could limit gains.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is seeing significant price volatility as traders navigate a tug-of-war between strong long-term fundamentals—driven by rising global energy demand and supply disruptions—and persistent concerns over insider selling and market manipulation. While many participants express frustration with institutional algorithmic trading pinning the stock below key resistance levels, others highlight the company's impressive growth in EBITDA and recent LNG export agreements as catalysts for a potential breakout.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strives Bitcoin-treasury strategy and continued Bitcoin purchases are driving attention, with traders treating ASST as a leveraged Bitcoin proxy amid renewed crypto momentum. The community is also debating whether potential Clarity Act support and warrant-related buying could extend the rally, while bears cite dilution, elevated valuation, and a warrant overhang as risks.

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$AXG $ANET For me, $AXG is about execution: reported AUA reached $848.8M, up 347% YoY. FY26 revenue hit $28.05M, up 895% YoY. I’m holding and watching execution.

$AXG I’M WATCHING THE NEXT CHAPTER

The current numbers got my attention, but the future infrastructure opportunity is why I keep following the story.

AXG Digital is targeting 100+ MW of AI/HPC capacity by 2028, while the company has identified a 1+ GW development pipeline. Those are targets, not current operating capacity, so execution is the key.

With $22.2M in reported FY26 AI infrastructure revenue already on the books, I have a measurable base to follow. That’s why I’m holding and staying open to disciplined adds as the story develops

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Arista Networks Inc

 is about execution: reported AUA reached $848.8M, up 347% YoY. FY26 revenue hit $28.05M, up 895% YoY. I’m holding and watching execution.