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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, and 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 facing downward pressure following reports that Waymo is exploring an end to their autonomous ride-hailing partnership, fueling concerns about the company's long-term competitive position in the robotaxi market. Despite the negative sentiment, many investors remain bullish, viewing the current volatility as a buying opportunity while emphasizing the firm's robust free cash flow, ongoing platform expansion, and strategic move to acquire Delivery Hero.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance remains a major point of discussion as investors navigate regulatory uncertainty surrounding the Warner Bros. Discovery merger, with the community closely tracking court rulings and state-led legal challenges. While some shareholders fear the potential for dilution and regulatory delays, others are positioning for a long-term turnaround, viewing the current volatility as a potential buying opportunity driven by strategic integration with Oracle's infrastructure.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group Corp. is facing intense market volatility as community discourse heavily centers on the stock's role in the current geopolitical climate, particularly regarding new tariff announcements and escalating regional conflicts. Investors and critics alike are actively debating the company's financial future, with many forum members expressing skepticism about the firm's leadership and long-term viability amid ongoing concerns about market manipulation and broader economic instability.

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, Peter Salanki, 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 selling pressure and heightened community skepticism due to persistent insider selling and a complex debt-heavy balance sheet. While bullish investors point to confirmed hyperscaler Capex increases and massive project backlogs as catalysts for a long-term recovery, many market participants are currently wary of the stock's volatility and recent downward price trends.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is facing an aggressive sell-off despite announcing a massive new government contract, as investors remain deeply concerned about the company's rising debt levels and capital expenditure associated with AI infrastructure. While some in the community see the recent price drop as a potential long-term buying opportunity, others are actively capitulating, citing the stock's lack of support and ongoing dilution fears.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health Inc. is trending as investors digest the FDA Pharmacy Compounding Advisory Committee's vote to recommend several peptides for the 503A Bulks List, a move seen as a significant potential growth catalyst for the company's compounding and telehealth operations. While the community is actively debating the implications of the regulatory process and the potential for a short squeeze given the high short interest, the stock is experiencing high volatility as participants navigate conflicting sentiment regarding long-term growth versus near-term price swings.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo Inc. is trending as investors debate the impact of the Trump administration's initiative to fast-track advanced nuclear reactors for AI data centers alongside ongoing concerns about the company's pre-revenue status and insider activity. While some community members remain optimistic about long-term potential for grid-scale energy, many are expressing frustration over recent stock volatility and the absence of clear, immediate operational milestones.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors react to Alphabet's commitment to significantly increase AI infrastructure spending and rely on third-party cloud capacity, providing a major tailwind for specialized data center providers. The community is actively discussing the stock's resilience, its strategic backing by key industry players, and its positioning to capture overflow demand as hyperscalers outpace their internal infrastructure capabilities.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is experiencing significant volatility as investors weigh the stock's transition from a residential solar provider to an AI data center power infrastructure play against broader market headwinds. While bullish sentiment is fueled by new solid-state transformer technology and institutional interest, many community members are grappling with rapid price swings and uncertainty surrounding the impact of potential policy changes on the solar sector.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

Wolfspeed is experiencing intense volatility driven by high short interest and market speculation regarding its strategic pivot toward data center solutions, despite ongoing concerns over cash burn and share dilution. The community remains deeply divided, with bulls betting on a potential short squeeze fueled by new partnerships and long-term sector demand, while bears point to persistent structural headwinds and the company's challenging financial history.

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$CAT is a 10/10 company… but maybe a 4/10 trade right now. 👀
Love the business. Don’t love the setup. Brent at $100, earnings around the corner, and expectations are sky-high. Great companies can still have ugly pullbacks. I’ll wait for a better entry. 🐻📉

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Caterpillar Inc.

 is a 10/10 company… but maybe a 4/10 trade right now. 👀
Love the business. Don’t love the setup. Brent at $100, earnings around the corner, and expectations are sky-high. Great companies can still have ugly pullbacks. I’ll wait for a better entry. 🐻📉