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BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as retail sentiment turned extremely bullish into the company's upcoming fiscal Q2 earnings report, after an analyst note argued BlackBerry's historically conservative guidance sets up revenue, EBITDA and EPS to come in above consensus; street models center on roughly $145.5 million in revenue, up about 12% year over year. The bull case leans heavily on QNX: traders are watching whether a newly discussed design win starts showing up in the roughly $950 million QNX royalty backlog  which management previously said contained no contribution from that win  and they cite NVIDIA's adoption of QNX 8.0 for automotive and physical AI operating systems, a SiftQNX telemetry partnership, and BlackBerry IVY partnerships as signs of the platform's expanding reach. The conversation is split, with bears repeatedly calling to short every pop and pointing to TSX short interest, while longs frame the setup as a potential squeeze with speculative price targets well above current levels.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holding is trending on its signing of soccer star Kylian Mbapp away from Nike as it enters the soccer market, a deal that initially lifted the shares before gains faded and the stock drifted back near 52-week lows. Reaction is split between bulls who see the signing  along with the investor day's 2029 targets and multi-year buyback  as a brand-defining growth catalyst, and skeptics who question the endorsement cost, call the buyback too spread out to meaningfully boost earnings, and view the long-term targets as cautious after the company cut its full-year outlook.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk slid sharply after its Capital Markets Day failed to convince investors, as targets of more than five blockbusters by 2030 and openness to larger M&A were overshadowed by mid-single-digit growth guidance, Eli Lilly's competitive pressure, and looming semaglutide patent expirations. The community is split between dip buyers calling the stock oversold at a single-digit P/E and bears citing weak guidance and management credibility, with frequent speculation that acquiring Viking Therapeutics could be the needed catalyst.

Traders are positioning ahead of BlackBerry's upcoming fiscal second-quarter earnings report, with the conversation dominated by bullish takes on QNX momentum  particularly its adoption within NVIDIA's physical AI ecosystem and expanding chip-partner design wins  while skeptics counter that management hype has outpaced demonstrated near-term revenue growth. Bulls also cite rising institutional ownership and analyst expectations for a clean quarter with raised guidance as support for the pre-earnings rally.

Listed Funds Trust - Roundhill Magnificent Seven ETF

Roundhill Magnificent Seven ETF

MAGS is trending on a debate over the health of mega-cap tech leadership, with the Magnificent Seven ETF acting as the market's concentration barometer. Bulls point to a confirmed breakout, strength among hyperscalers during rotation within tech, and claims the group is 'single handedly saving the nasdaq,' arguing the indexes turn around when these names do. Bears counter with technical warnings  traders flagging MAGS below its 50-day and 200-day moving averages, roughly 10% off highs, and a possible head-and-shoulders pattern  alongside concentration concerns that a handful of companies are floating the market and the economy. The AI capex debate following mega-cap earnings, laggards versus leaders within the group, and questions over whether QQQ growth is sustainable without MAGS participation round out the discussion.

Hedera is a decentralized public network where developers can build secure, fair applications with near real-time consensus. The platform is owned and governed by a council of global innovators including Avery Dennison, Boeing, Deutsche Telekom, DLA Piper, FIS (WorldPay), Google, IBM, LG Electronics, Magalu, Nomura, Swirlds, Tata Communications, University College London (UCL), Wipro, and Zain Group.   The Hedera Consensus Service (HCS) acts as a trust layer for any application or permissioned network and allows for the creation of an immutable and verifiable log of messages. Application messages are submitted to the Hedera network for consensus, given a trusted timestamp, and fairly ordered. Use HCS to track assets across a supply chain, create auditable logs of events in an advertising platform, or even use it as a decentralized ordering service.

Hedera Hashgraph

HBAR's sharp rebound has the community debating Clarity Act market-structure legislation as the likely catalyst, with the bill's stalled Senate progress splitting traders between those expecting a regulatory-driven rally if it advances and those calling the move another pump-and-dump now that a vote has failed for the time being. Bulls lean on regulatory optimism and institutional adoption headlines, while bears point to Grayscale's withdrawal of its HBAR ETF filing and long-standing dilution complaints.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET is drawing heavy attention as traders await results from the ECOC Exhibition Industry Awards, where its Blazar optical engine is nominated, with unverified claims of a winsome traced to AI-generated misinformationcirculating before any official company confirmation. The rally on elevated volume has the community split between bulls citing award validation and short-squeeze potential and skeptics who argue only concrete production and order updates from the company's promised September announcements will sustain the move.

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 after crossing the trillion-dollar market-cap milestone for the first time, riding a broader chip rally fueled by AI demand and optimism that agentic AI tools like Meta's Muse will drive CPU and semiconductor need. The community is split, with bulls celebrating the milestone, record run, and short squeeze while skeptics warn of stretched valuations, potential warrant dilution, and insider selling.

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 is trending after its new Muse AI agent posted rapid early adoption, topping U.S. app store charts and securing a Shopify partnership, fueling a double-digit rally that traders attribute to a mix of genuine consumer demand, short covering, and options-driven gamma squeeze. The community is split: bulls see Muse as early proof that Meta's heavy AI spending is paying off, while skeptics dismiss the move as an overbought hype pump with unproven monetization and cite Amazon blocking Muse from its store as a risk, with some expecting profit-taking or a sell-the-news reaction around the upcoming Meta Connect conference.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strive's (ASST) aggressive bitcoin accumulation colliding with a stock price that keeps lagging bitcoin's rally is dominating the conversation. Traders are fixated on how much BTC the company is buying  pointing to a reported purchase of 1,355 bitcoin as it pushes toward its stated goal of becoming the second-largest corporate bitcoin treasury, with some claiming it out-bought MicroStrategy over a comparable stretch  while repeatedly asking why the shares aren't moving in line with bitcoin the way holders expect. The debate centers on dilution versus accumulation: bulls argue warrant exercises and preferred-share issuance used to fund the bitcoin buys are accretive and cite circulating short-interest figures of roughly 2027% of the float as squeeze fuel, while shorts and skeptics blame that same share creation and warrant-related call selling for the disconnect. Several traders also tie near-term volatility to the Clarity Act vote, debating whether it becomes a 'sell-the-news' event, and point to the launch of a 2x leveraged ASST fund (ASSX) as evidence of growing retail attention to the name.

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$DLR Digital Realty initiated with a Buy at Rothschild &amp; Co Redburn 
 
Rothschild &amp; Co Redburn initiated coverage of Digital Realty with a Buy rating and $227 price target. While the equity narrative across the generative AI infrastructure &quot;remains firmly bullish,&quot; credit markets are &quot;beginning to price risks that equities largely ignore,&quot; the analyst tells investors in a research note. Rothschild believe the credit market &quot;is sending the more important signal.&quot; The firm says the true economic leverage of the hyperscalers, which support much of the infrastructure buildout, is materially higher once off balance sheet commitments are included.  
 
This reduces their capacity to continue backstopping the next phase of investment, contends the analyst. Rothschild is negative on the neoclouds, where it believes earnings and valuations are &quot;cyclically inflated.&quot; It is neutral on AI infrastructure. Traditional real estate investment trusts &quot;stand out as underappreciated second-derivative beneficiaries of the buildout,&quot; adds the firm.

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Digital Realty Trust Inc

 Digital Realty initiated with a Buy at Rothschild & Co Redburn 
 
Rothschild & Co Redburn initiated coverage of Digital Realty with a Buy rating and $227 price target. While the equity narrative across the generative AI infrastructure "remains firmly bullish," credit markets are "beginning to price risks that equities largely ignore," the analyst tells investors in a research note. Rothschild believe the credit market "is sending the more important signal." The firm says the true economic leverage of the hyperscalers, which support much of the infrastructure buildout, is materially higher once off balance sheet commitments are included.  
 
This reduces their capacity to continue backstopping the next phase of investment, contends the analyst. Rothschild is negative on the neoclouds, where it believes earnings and valuations are "cyclically inflated." It is neutral on AI infrastructure. Traditional real estate investment trusts "stand out as underappreciated second-derivative beneficiaries of the buildout," adds the firm.