SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SMX (Security Matters) Plc is a holding company, which engages in the provision of authentication solutions. It offers brand protection, authentication, and track and trace technology. The company was founded by Haggai Alon on July 1, 2022 and is headquartered in Dublin, Ireland.

SMX (Security Matters) Plc

SMX (Security Matters) PLC

SMX is trending due to repeated trading halts, fueling intense community debate between those anticipating another massive short squeeze, driven by its low float and history of parabolic runs, and skeptics labeling it a "scam" or "pump and dump."

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 from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, 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 trending following its forecast for massive capital expenditures in 2026 to secure generative AI leadership and boost AWS capacity, a move that initially unsettled investors but is widely viewed as a necessary long-term bet. The community is actively debating whether this substantial investment is an "overblown reaction" to growth spending or a justified "buying opportunity" for a company investing aggressively in its future.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. It provides online news services where users can select and rank web content. The firm also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is heavily discussed after reporting strong financial results and authorizing a substantial share repurchase program, yet its stock has experienced a significant decline, leading the community to debate market manipulation versus a compelling buying opportunity amid broader market volatility.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is trending amid news of Centurium Capital's ownership consolidation and a key competitor ending aggressive pricing, leading the community to anticipate improved margins and renewed speculation about a Nasdaq relisting to reflect its strong growth compared to sector rivals.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing intense volatility after an earnings miss driven by its transitioning Bitcoin mining operations, triggering a sharp sell-off and subsequent strong rebound. The community remains divided, debating the immediate impact against the company's significant secured power capacity, de-risked AI financing, and ambitious long-term AI infrastructure growth targets.

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 actively discussed following its profit alert, which indicates the company's first-ever adjusted operating profit, coinciding with the imminent 100 million battery swaps milestone. Bulls see this as a critical validation for its unique BaaS model and a turning point, while skeptics remain cautious about the sustainability and specifics of the unaudited figures.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

Starknet is seeing increased attention driven by its growing ecosystem metrics, including a rebounding TVL and all-time high stablecoin supply, alongside recent token expansion to Solana and native USDC integration. The community views it as an undervalued leader in ZK-first technology, poised to deliver scalable, quantum-resistant, and private infrastructure for Ethereum.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSpark is trending following a disappointing Q1 earnings report that showed a significant net loss, fueling community debate about its strategic pivot to AI/HPC infrastructure amid ongoing Bitcoin volatility. Despite concerns over the financial results, many view the sharp sell-off as an overreaction and a potential opportunity, banking on the AI diversification and high short interest for future upside.

Liberty Global Ltd. engages in the provision of communications services. It offers broadband, video, and mobile communication solutions. It operates through the following segments: Sunrise, Telenet, VM Ireland, and Central and Other. The company was founded on July 27, 2022, and is headquartered in Hamilton, Bermuda.

Liberty Global Ltd - Ordinary Shares - Class B

Liberty Global plc - Ordinary Shares - Class B

Liberty Global Class B shares are seeing massive trading volume and multiple volatility halts, primarily fueled by news of a five-year AI partnership with Google Cloud. The community is actively discussing its potential for continued explosive gains, drawing parallels to recent Class B low-float runners, while some caution against a pump-and-dump scenario.

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

TeraWulf Inc

TeraWulf is trending after its latest expansion doubled digital and power capacity, reinforcing its strategic pivot to AI/HPC infrastructure and deep ties with tech giants like Google, which has sparked intense community speculation about a short squeeze amidst ongoing market volatility.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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AI fears are driving a broad selloff in software stocks, but not all software is equally vulnerable. In my latest in a series of pieces sorting out the noise in what has come to be called the “SaaSpocalypse”, I used a framework from Thoma Bravo to sort likely survivors from value destruction. Specialization and deep, domain expertise matters more than ever. 
 
&quot;A Thoma Bravo Lens On Sorting SaaSpocalypse Survivors&quot; 
 
https://drduru.com/onetwentytwo/2026/02/04/a-thoma-bravo-lens-on-sorting-saaspocalypse-survivors/ 
 
#SoftwareStocks #ArtificialIntelligence #SaaS #PrivateEquity #Investing #MarketVolatility $MNDY $LZ

Thoma Bravo's perspective on the SaaSpocalypse explains which software companies face value destruction: specialization and expertise are key.

ONE-TWENTY TWO: Trading Financial Markets

A Thoma Bravo Lens On Sorting SaaSpocalypse Survivors

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Monday.com Ltd

LegalZoom.com Inc.

AI fears are driving a broad selloff in software stocks, but not all software is equally vulnerable. In my latest in a series of pieces sorting out the noise in what has come to be called the “SaaSpocalypse”, I used a framework from Thoma Bravo to sort likely survivors from value destruction. Specialization and deep, domain expertise matters more than ever. 
 
"A Thoma Bravo Lens On Sorting SaaSpocalypse Survivors" 
 
