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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 shares faced a significant sell-off following fiscal Q1 results, as investors reacted to concerns regarding margin compression and customer concentration, despite the company exceeding revenue and earnings estimates. While some traders view the price drop as a value-buying opportunity given the company's strong AI-driven growth trajectory, others remain cautious of ongoing market volatility and broader macroeconomic headwinds.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

The primary catalyst for the stock's recent price drop is a ruling by the Federal Circuit affirming the invalidation of several older patents. Traders are debating whether this is a significant negative or a 'nothingburger,' as the community largely emphasizes that these specific patents are not linked to the substantial ongoing litigation and $445 million judgment against Micron, which remains the central focus for investors.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending after delivering record quarterly results that significantly topped Wall Street estimates, driven by surging AI server demand and a massive increase in its full-year revenue outlook. While some traders are celebrating the blowout figures and subsequent price target hikes from analysts, others are expressing frustration over the stock's volatile price action and broader market headwinds.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is experiencing high volatility as traders debate the potential for the company to capitalize on the AI data center buildout and the upcoming September earnings release, following a recent decline in stock price. While some traders view the pullback as a buying opportunity based on the company's 10-gigawatt pipeline and manufacturing expansion, others remain skeptical due to historical earnings misses and concerns over persistent share dilution.

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 experiencing high volatility as investors debate its valuation amid broader software sector weakness. While some traders are taking profits and shorting the stock citing a high P/E ratio, others view the pullback as a buying opportunity based on the company's contract momentum and enterprise growth.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is seeing increased volatility and high message volume following a quarterly earnings report that beat analyst expectations. While the company issued an upbeat fiscal 2027 outlook and announced the acquisition of Console, traders are debating the company's valuation and the impact of its M&A strategy on organic growth.

LightPath Technologies, Inc. engages in the design, development, manufacture, and distribution of optical and infrared components. Its products include molded glass and assemblies, infrared molded lenses, diamond turned, conventional ground and polished ground lenses and assemblies, and collimator assemblies, which are used in applications involving light detection and ranging technology. The firm supports a range of customers in the field of industrial, laser, defense, medical, telecommunications, and instrumentation. The company was founded in1985 and is headquartered in Orlando, FL.

Lightpath Technologies, Inc. - Ordinary Shares - Class A

LightPath Technologies is trending following a significant price decline, with the community attributing the weakness to broader small-cap sector volatility and uncertainty regarding the timeline of the Next Generation Short Range Interceptor (NGSRI) program. While some traders express frustration with the lack of recent company-specific announcements, many remain bullish, viewing the current price levels as a buying opportunity based on the company's backlog, BlackDiamond material adoption, and long-term positioning in the defense and drone sectors.

Magnite, Inc. provides a technology solution to automate the purchase and sale of digital advertising inventory for buyers and sellers. It features applications and services for digital advertising sellers including websites, mobile applications, and other digital media properties. The company was founded by Frank Addante, Duc Chau, Craig Roah, Julie Mattern and Brian D. Baumgart on April 20, 2007 and is headquartered in New York, NY.

Magnite Inc

Magnite is trending as investors react to strong quarterly earnings featuring double-digit growth in Connected TV revenue and raised full-year guidance. Traders are also closely monitoring the long-awaited Google ad-tech antitrust ruling, with many viewing Magnite as well-positioned to gain market share if behavioral remedies are implemented.

GitLab, Inc. engages in the intelligent development, security, and operations (DevSecOps) platform for software innovation. It enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab shares surged following a strong fiscal second-quarter earnings report, which exceeded revenue and earnings expectations, fueled by robust new customer acquisition and record gross bookings. While traders remain divided on the long-term outlook, the immediate momentum was driven by the beat-and-raise announcement and positive sentiment surrounding the platform's AI-driven growth strategy.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake is trending amid investor focus on its upcoming fiscal second-quarter earnings report, with community sentiment divided between bullish expectations for AI-driven consumption growth and bearish concerns regarding the stock's high valuation. Traders are debating whether management can deliver a "beat and raise" performance or if the stock, which has seen a significant year-to-date recovery, is poised for a correction.

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$PYPL Fintel has got institutional shares at 832Mil. Float at the end of June was 862 minus about 20mil over the last two months. Amount of ahares held by retail is 10mil so hold on a bit longer and there will be no sellers. Only Buyers

Matt

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Jose Gonzalez Romo

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PayPal Holdings Inc

 Fintel has got institutional shares at 832Mil. Float at the end of June was 862 minus about 20mil over the last two months. Amount of ahares held by retail is 10mil so hold on a bit longer and there will be no sellers. Only Buyers

@DeepValueFinders the have vanguard as a holder of 90mil shares as well as the two Vanguard funds that add up to 90m so -90mil

 the have vanguard as a holder of 90mil shares as well as the two Vanguard funds that add up to 90m so -90mil

Binyamin Pleeter

@pleets1 Yea and Blackrock. They hold these as part of their ETFs and can sell them on the gray market to Stripe for a premium if they wish. Regardless its locked and loaded

 Yea and Blackrock. They hold these as part of their ETFs and can sell them on the gray market to Stripe for a premium if they wish. Regardless its locked and loaded