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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing significant volatility as investors weigh the company's aggressive $3 billion convertible note offering and expanded $21 billion AI infrastructure deal with Meta against broader market concerns over AI sector valuations. While some in the community view the capital raise as a bullish signal for scaling operations to meet massive demand, others are wary of dilution and potential over-leverage, fueling intense debate over the stock's near-term stability.

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 at the center of investor focus following reports of Iranian missile strikes on its data center infrastructure in Bahrain, coupled with the announcement of a new 3.5% fuel and logistics surcharge for sellers to mitigate rising costs. Despite these geopolitical headwinds and ongoing supply chain pressures, the community remains divided between those betting on long-term AI-driven cloud growth and others expressing frustration over recent stock volatility and service performance.

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 currently in the spotlight following the announcement of its new AI model, Muse Spark, which has triggered a mix of aggressive call buying and debate over the company's long-term AI infrastructure spending. Investors and community members are closely weighing the potential of this new AI initiative against broader market concerns, including geopolitical volatility and the capital-intensive nature of competing in the evolving AI landscape.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is trending due to heightened investor interest in the memory chip sector, fueled by ongoing AI-driven demand and active discussions around NAND price momentum. The community is debating the stock's recent volatility and the potential impact of geopolitical developments, as traders weigh bullish analyst upgrades against concerns over technical setups and sector-wide risks.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is capturing significant investor attention as the community celebrates a breakthrough in market cap rankings and strong delivery growth, while rallying behind the upcoming ES9 SUV debut. Investors are increasingly frustrated with what they characterize as market manipulation by hedge funds and are actively monitoring heavy pre-market volume and rising swap station milestones as catalysts for potential upward momentum.

Applied Digital Corporation

Applied Digital is trending as investors react to a significant revenue beat that showcased explosive year-over-year growth, despite ongoing volatility driven by debt concerns and high expectations for new hyperscaler lease contracts. The community is sharply divided, with bulls highlighting the company's operational success and massive AI infrastructure demand, while skeptics remain focused on the need for concrete contract signings to justify the current valuation.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is trending as investors debate the sustainability of its rapid ascent amid massive AI data center infrastructure demand and high-conviction institutional positioning. While supporters point to strong growth in optical networking components and strategic backing from major industry players, skeptics are actively highlighting its aggressive valuation multiples and high-volume short-selling activity as signs of an impending correction.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending as investors monitor its critical role in advanced manufacturing for defense leaders like Anduril and aerospace firms such as Honeywell, with recent interest centered on how its metal additive technology supports propulsion systems for autonomous combat aircraft. The community is actively discussing the company's potential to scale production through its proprietary Sapphire platforms and recent defense contract wins, while closely watching its balance sheet management and insider activity as key indicators of long-term viability.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshire Hathaway is trending as investors react to a significant dip in Q4 operating earnings and uncertainty surrounding the leadership transition to CEO Greg Abel. While community sentiment is heavily polarized between long-term holders defending the massive cash pile as a defensive fortress and frustrated traders criticizing the stock's lack of momentum and recent underperformance compared to the broader market.

Spire Global, Inc. collects space-based data using a proprietary constellation of low earth multi-use receiver nanosatellites. Its software analytics generate proprietary data, insights and predictive analytics for its customers through a subscription model. The company was founded by Peter Platzer in August 2012 and is headquartered in Vienna, VA.

Spire Global Inc - Ordinary Shares - Class A

Spire Global is gaining significant momentum as investors rotate into space and defense-related equities, fueled by high-profile government contracts and the company's expanding role in critical aerospace infrastructure. The community is actively debating the impact of these developments against historical volatility, with many users focusing on the stock's potential for a short squeeze and its long-term positioning as a pure-play data provider in the sector.

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$AEHR very undervalued still. Their manufacturing facility can produce 20 machines a month, which would be $100mm a month if they reach capacity. It would only take a few hyperscalers to achieve that. This is absurdly cheap still when you consider potential

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Aehr Test Systems

 very undervalued still. Their manufacturing facility can produce 20 machines a month, which would be $100mm a month if they reach capacity. It would only take a few hyperscalers to achieve that. This is absurdly cheap still when you consider potential