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TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is currently in the spotlight following the announcement of a massive 20-year, 401 MW data center lease with AI lab Anthropic, expected to generate significant long-term contracted revenue. While the stock has seen high volatility and community frustration regarding management's communication and recent price dips, investors remain focused on the company's strategic pivot toward wholly-owned AI infrastructure and its expanding contracted backlog.

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

AMD is trending as investors weigh high-conviction analyst upgrades against a broader sell-off in semiconductor stocks, with the community actively debating whether the recent volatility represents a healthy consolidation or a bubble bursting. Bulls are focused on long-term AI infrastructure tailwinds and institutional support, while bears are increasingly cautious about valuations and potential saturation in capital expenditure.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as retail investors rally behind the stock's long-term oncology story and demand for expanded FDA approval for its immunotherapy, Anktiva. The community is actively debating the impact of recent insider selling versus strong institutional accumulation and global expansion catalysts.

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 as investors weigh strong demand for AI-optimized servers against significant stock price volatility and recent insider activity. The market remains deeply focused on the company's enterprise-level backlog and government contract wins, while simultaneously debating its valuation and long-term sustainability compared to other AI infrastructure players.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as investors weigh its $876 million acquisition of DZYNE Technologies and a raised 2026 revenue outlook against concerns over continued share dilution. While some community members remain focused on the company's expanding defense autonomy portfolio and backlog, others are actively debating the impact of aggressive acquisition-based growth on the stock's short-term price stability.

Lemonade, Inc. is a holding company, which engages in the provision of insurance services. The firm's products include renters and homeowners insurance, and pet insurance. It offers insurance coverage under the homeowners multi-peril, inland marine, and general liability lines of business. The company was founded by Daniel Asher Schreiber and Shai Wininger on June 17, 2015 and is headquartered in New York, NY.

Lemonade Inc

Lemonade is seeing significant market activity as investors weigh its AI-driven insurance model and recent expansion into FSD auto insurance against heightened volatility and recent insider selling. The community is actively debating the stock's long-term growth potential and turnaround narrative ahead of its upcoming earnings report, with many focusing on whether recent technical pullbacks represent a buying opportunity or a deeper shift in sentiment.

ZIM Integrated Shipping Services Ltd. engages in the provision of shipping and logistics services. It offers shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. The company was founded on June 7, 1945 and is headquartered in Haifa, Israel.

Zim Integrated Shipping Services Ltd

ZIM is trading in a consolidation phase as investors navigate the pending $35-per-share acquisition by Hapag-Lloyd while monitoring developments around a competing Israeli-led buyout proposal. The community remains focused on the significant arbitrage spread, the potential for a bidding war, and upcoming dividend payouts, despite concerns regarding regulatory hurdles and regional geopolitical tensions.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is seeing significant market movement as investors react to a quarterly earnings report that featured a revenue beat, raised full-year guidance, and a new four-for-one stock split announcement. The community is actively debating whether the double-digit pullback represents a healthy valuation reset after a sharp rally or if the stock remains overvalued compared to its cybersecurity peers.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending as investors weigh an amended merger agreement with LivePerson alongside intense interest in the stock's high short interest and potential for a squeeze. Community discussion remains polarized, with bulls pointing to foundational AI patents and upcoming earnings as catalysts for a rebound, while bears remain skeptical of the company's valuation and ongoing dilution.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is currently trending due to intense community frustration over its stagnant price performance and perceived lack of leadership, despite significant free cash flow and ongoing share buybacks. Many investors are expressing deep skepticism regarding the stock's valuation, frequently debating whether the company represents a deeply undervalued long-term opportunity or a permanent value trap amidst growing competition in the fintech sector.

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$HHH $UMGP $PSHZF  
 
Pershing Square&#39;s Bill Ackman resigns from board of Universal Music Group 
 
Pershing Square Holdings (PSHZF) notes that Bill Ackman, CEO of PSH&#39;s Investment Manager Pershing Square Capital Management, L.P. has resigned from the Board of Universal Music Group N.V. (UMGNF) with effect from the conclusion of UMG&#39;s AGM on 14 May 2025 due to increasing demands on his time from his other Pershing Square commitments including his recent Executive Chairman appointment at Howard Hughes Holdings (HHH).  
 
Ackman stated: &quot;Over the last three years, I have greatly enjoyed being a director of UMG as it has transitioned from a private company into a flourishing public enterprise. The company is extremely well positioned for future growth and profitability under the superb leadership of Sir Lucian Grainge and the entire UMG team. I am grateful to my fellow directors for their continued commitment to driving long-term value for all shareholders.&quot;

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Pershing Square's Bill Ackman resigns from board of Universal Music Group 
 
Pershing Square Holdings (PSHZF) notes that Bill Ackman, CEO of PSH's Investment Manager Pershing Square Capital Management, L.P. has resigned from the Board of Universal Music Group N.V. (UMGNF) with effect from the conclusion of UMG's AGM on 14 May 2025 due to increasing demands on his time from his other Pershing Square commitments including his recent Executive Chairman appointment at Howard Hughes Holdings (HHH).  
 
Ackman stated: "Over the last three years, I have greatly enjoyed being a director of UMG as it has transitioned from a private company into a flourishing public enterprise. The company is extremely well positioned for future growth and profitability under the superb leadership of Sir Lucian Grainge and the entire UMG team. I am grateful to my fellow directors for their continued commitment to driving long-term value for all shareholders."

DonCorleone77

@DonCorleone77 Is UMG now a potential target for HHH??  He states how he likes subscription type businesses. ????

 Is UMG now a potential target for HHH??  He states how he likes subscription type businesses. ????