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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is trending downward amid concerns about increased competition from Google's AI chips, reportedly prompting Meta to consider using them; this has sparked fears about Nvidia's market dominance and potential revenue loss, while some investors view the selloff as an overreaction and a buying opportunity. The community is debating the long-term implications for Nvidia's market share and whether this signals a shift in the AI landscape.

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 trending as investors discuss recent quarterly results and the company's Q4 outlook. Community talking points revolve around revenue, vehicle deliveries, and profitability targets, with some expressing concern over sales guidance. Broader discussions include NIO's expansion efforts, chip development, and competition within the EV sector.

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 C

GOOG is trending as news circulates about potential AI chip competition with NVDA and META considering using Google's TPUs in their data centers, sparking debate about market dominance. Community chatter focuses on whether this represents a genuine challenge to NVDA or just market hype, with some anticipating a rotation of investments. Bullish sentiment is fueled by Google's AI advancements and a possible increase to a $4 trillion market cap.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. 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 community members weigh the impact of potential competition from Google's TPUs and discuss whether recent price movements indicate a buying opportunity or further downside. While some bulls remain optimistic about AMD's long-term prospects in the AI and supercomputing sectors, bears point to valuation concerns and potential market share shifts.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending amidst mixed sentiment ahead of earnings, with reports of a White House memo alleging ties to the Chinese military adding to existing regulatory concerns. Despite this, optimism remains around the company's AI initiatives and potential for growth in its cloud business, with some viewing any dips as buying opportunities. Bullish sentiment has also been fueled by recent AI app download numbers.

Nukkleus, Inc. is a financial technology company, which engages in the provision of blockchain-enabled technology solutions. It also offers software and technology solutions for worldwide crypto and foreign exchange transactions with a focus on the movement of funds via crypto rails and back-to-back access to fiat conversion in a compliant regulated fashion. It operates through the following geographical segments: United States, United Kingdom, and Malta. The company was founded on May 24, 2019 and is headquartered in New York, NY.

Nukkleus Inc - Ordinary Shares - New

Nukkleus Inc

Nukkleus Inc. is trending as investors anticipate the outcome of an upcoming shareholder vote regarding the acquisition of Star 26 Capital, which could solidify its position in the defense sector. Community members are actively discussing the potential for a short squeeze and the impact of the acquisition on the company's future, particularly its involvement in defense technologies like the Iron Dome. The company's shift towards aerospace and defense, along with recent funding agreements, is also fueling speculation about its growth prospects.

Kohl's Corp. engages in the operation of family-oriented department stores. Its business line includes apparel, footwear, and accessories for women, men, and children, home products, beauty products, and accessories. The stores generally carry a consistent merchandise assortment with some differences attributable to regional preferences. The company was founded in 1962 and is headquartered in Menomonee Falls, WI.

Kohl`s Corp.

Kohl's Corp

Kohl's is trending following an earnings beat and raised guidance, sparking discussions of a potential short squeeze given its high short interest. The community is weighing whether optimism is warranted amid revenue declines and broader sector headwinds. Some are speculating about future price targets and a potential return to previous highs, while others discuss CEO Michael Bender's influence.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending amid growing excitement about its role in powering Google's AI initiatives, specifically the Google TPUs, which are seen as a direct competitor to Nvidia's technology. The community is discussing potential upside and increased price targets, while some are wary of a potential overvaluation after the recent surge.

Amentum Holdings, Inc. provides mission-critical, technology-driven services in government and commercial markets. It operates through two operating segments: Critical Mission Solutions and Cyber & Intelligence. The Critical Mission Solutions segment provides test, training, and operations services for missile defense systems, IT and engineering services to defense clients and the space sector, technological solutions, including installations, decommissioning, and environmental remediation to energy clients, and other highly technical consulting solutions. The Cyber & Intelligence segment provides advanced cyber training and data analytics for government professionals, advanced communication systems and aerial mapping technologies to national security clients, and other technical services for United States defense and intelligence clients. The company was founded on November 26, 2019 and is headquartered in Chantilly, VA.

Amentum Holdings Inc.

Amentum ($AMTM) is trending as investors discuss the company's recent earnings report and potential for growth, with some drawing comparisons to other high-flying stocks. The community is also highlighting Citron Research's backing and a potentially undervalued stock price within a hot sector. Some investors speculate about future partnerships and government contracts that could boost the stock.

Symbotic, Inc. is an automation technology company, which engages in a robotics and automation-based product movement technology platform. It focuses on developing, commercializing, and deploying innovative, end-to-end technology solutions for supply chain operations. It operates through the United States and Canada geographical segments. The company was founded by Richard B. Cohen on December 11, 2020 and is headquartered in Wilmington, MA.

Symbotic Inc - Ordinary Shares - Class A

Symbotic Inc 

Symbotic Inc. is trending due to a mix of reactions to its recent earnings report and future guidance, with some viewing it as a buying opportunity and others citing concerns about valuation and customer concentration. Community members are actively debating the company's growth prospects, backlog, and potential for a short squeeze, while highlighting its key partnership with Walmart and its role in warehouse automation. The stock's high short interest and its position in the robotics sector are also fueling discussions.

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Meta Platforms Inc

Alphabet Inc Class A

GOOGL is trending as investors react to news of Meta potentially utilizing Google's TPUs, signaling a shift in the AI chip landscape and increased competition with NVDA. The community is discussing the implications of this shift, along with GOOGL's overall strength and potential for further growth, with some speculating on the stock reaching new highs and a $4 trillion market cap. Broader market sentiment suggests a rotation into GOOGL, driven by confidence in its AI capabilities and a perceived undervaluation compared to peers.

Palantir Technologies Inc

Oracle Corp.

  
 
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To that end, I wanted to re-share a post from one of our members.  
 
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