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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 A

Alphabet Inc Class A

Alphabet is trending with high anticipation ahead of its earnings report, as the community eagerly discusses whether its AI advancements like Gemini and strong cloud growth can deliver a market-saving beat amidst broader tech sector uncertainty, or if a 'sell the news' reaction is likely after its recent significant run.

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

Advanced Micro Devices is trending after its strong Q4 earnings were overshadowed by conservative Q1 guidance, particularly concerning AI chip sales to China, triggering a significant sell-off across the semiconductor sector. The community is divided between those buying the dip, seeing an overreaction given long-term AI demand, and others who view the guidance as a necessary reality check on high valuations.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending ahead of its upcoming earnings report, as the community debates whether its strong AI momentum with Gemini and Waymo will drive a market rally or if a "sell the news" reaction will trigger a broader tech sector pullback following its significant run.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is heavily discussed ahead of its earnings report, with community sentiment divided between optimists highlighting its vast user base and potential for monetization amidst oversold conditions, and skeptics focusing on its consistent profitability challenges, intense competition, and management issues compounded by growing concerns over social media restrictions for minors.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is the subject of intense investor conversation, grappling with concerns over its premium valuation and market reactions to guidance, even as its foundational technology is critical for advancing AI, robotics, and data center compute. The community is deeply split, with many highlighting its expanding "Physical AI" division and strategic position, while others remain skeptical about its near-term execution and market performance.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is actively discussed after its strong financial report, with the community balancing optimism for its AI and automotive growth against concerns regarding guidance and persistent competitive pressures in the semiconductor market.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is surging due to strong earnings and an elevated 2026 outlook, fueled by robust demand for its Mounjaro and Zepbound drugs, solidifying its competitive leadership in the rapidly expanding GLP-1 market. The community is actively discussing its sustained growth trajectory and strategic initiatives, including a major AI partnership.

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 a significant surge after reporting better-than-expected earnings and providing positive guidance, triggering multiple analyst upgrades and sparking widespread community discussion of a potential short squeeze. Traders are actively debating if this strong momentum marks a turning point and broader recovery for the solar sector, as the stock demonstrates resilience.

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 Holdings Inc

Ondas Holdings is trending following a significant sell-off, which much of the community attributes to a recent "hit piece" from a Chinese short-seller coupled with broader market weakness, sparking widespread debate about potential manipulation and the stock being oversold. Despite the drop, bulls are emphasizing recent defense contracts, strategic acquisitions, and the company's involvement in drone programs, fueling discussions of a potential rebound and short squeeze.

Schwab Strategic Trust - Schwab US Dividend Equity ETF

Schwab US Dividend Equity ETF

The Schwab US Dividend Equity ETF ($SCHD) is trending due to its strong recent performance and resilience on broader market red days, leading to community discussions about a rotation from high-beta growth stocks into value and dividend plays as investors seek defensive positions. Long-term holders are celebrating its "money printing" nature and perceived "AI hedge" capabilities, though some still debate its sustainability after prior periods of underperformance.

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AUTO SHELBY

$QBTS Why this doesn’t justify QBTS valuation

This is the key mismatch you’ve been calling out 👇
 • QBTS market cap → multi-billion
 • Annual revenue → ~$12M
 • This announcement → zero revenue impact today
 • Timeline to real defense dollars → years, if ever

Defense procurement cycles:
 • Long
 • Bureaucratic
 • Extremely conservative
 • Often end with classical or hybrid classical solutions anyway

Even if this eventually becomes something:
 • QBTS would be a tiny subcontractor
 • Margins get squeezed
 • Revenue wouldn’t scale fast enough to justify today’s price

Why pumpers love this headline

Because it checks all the boxes:
 • “Quantum”
 • “Missile defense”
 • “10x faster”
 • “National security”
 • “Anduril name drop”

It sounds transformational — but from a market standpoint:

This is narrative fuel, not a fundamental catalyst.