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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 a significant post-earnings sell-off, despite beating Q4 estimates, as conservative Q1 guidance and concerns over AI chip sales to China have sparked community debate over whether the sharp decline is an overreaction or market manipulation impacting the broader semiconductor sector.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is experiencing a significant sell-off despite reporting strong earnings, fueling intense community debate over its high valuation amid broader tech sector weakness and aggressive profit-taking.

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 intensely ahead of its pivotal earnings report, as the community eagerly anticipates details on its AI monetization and cloud growth, while debating if strong results will boost the broader market or lead to a re-evaluation of its high valuation.

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 experiencing extreme volatility leading into its Q2 earnings report, as the stock navigates a broader tech sector sell-off and continued price correlation with Bitcoin. The community is actively discussing strong fundamentals and high anticipation for a potential major hyperscaler deal announcement, contrasting with concerns about market manipulation and post-earnings downside if no new contracts materialize.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as a significant downturn sweeps across the semiconductor sector, fueled by broader market weakness, a peer's lower guidance, and notable bearish options activity. Community discussion is sharply divided between those seizing the dip as a prime long-term AI memory investment and those anticipating a deeper "bubble burst".

The 401jK (just kidding) meme is a satirical punch in the gut in the face of the concept of retirement and the popular US based 401(k) retirement plan and other pension plans around the world  Through the meme fueled humor, irony, satire &amp; inspiration from cypherpunk ideology, real life data, and current events... the 401jK community aims to comment on the fact that global markets are heavily manipulated for selfish purposes by the same people who control these pension funds... while also aiming to twist the heads of the 401k and global pension systems.  It is a retirement plan that seeks to make social, political, economic commentary fueled by the memes and dreams of the hive mind of the community that makes up 401jK  The rules have changed, and the game was always rigged.  It's time to wake up, adapt, rebel, and heal.  Welcome to 401jK

401jK

401JK CRYPTO is seeing heightened activity as its community, fueled by a 'Resist and Retire' ethos, actively promotes the coin as a 'pure belief asset' against traditional financial systems, with recent buzz around Coinbase integration and real-world advertising boosting bullish sentiment.

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 surged after reporting a strong earnings beat and optimistic guidance, sparking a massive short squeeze and multiple analyst upgrades. This performance on a weak market day has ignited community discussion about a potential turnaround in the solar sector.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

TQQQ is a focal point as traders actively buy the dip, anticipating a "Santa Rally" and a tech-led rebound for the Nasdaq 100 driven by ongoing AI optimism, even as some express caution about continued selling pressure and market volatility.

GhostwareOS (GHOST) is the Full-Stack Privacy Layer of Solana — a next-generation AI-driven infrastructure for encrypted communication, anonymous identity management, and untraceable transactions. By combining advanced zero-knowledge protocols with autonomous AI routing, GhostwareOS allows users and developers to operate invisibly across Web3. It powers decentralized apps that demand true digital anonymity, scalable privacy, and zero metadata leakage — restoring control to users in an overexposed internet age.

Ghost

GHOST CRYPTO is trending hot as the community buzzes about upcoming launches like GhostPay and Ghostswap, with many touting its potential as a low market cap privacy coin on Solana. Enthusiasts believe privacy will be a key narrative this cycle, driving significant growth for the project.

Alphabet Inc - Ordinary Shares - Class C

Alphabet (GOOG) is intensely trending ahead of its earnings report, with investors debating if its anticipated strong AI-driven ad revenue and cloud growth can ignite a tech rebound or if market jitters will trigger a "sell the news" reaction. Community sentiment is also weighing recent Waymo funding and ongoing EU antitrust proceedings into the outlook.

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HDFC Bank Ltd.

ITC Ltd.

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$PACS now that we’re back down in the mid $30’s thought it was as good a time as ever to share an updated version of the below.

A lot will depend on the 2026 outlook, but I’m not sure why this wouldn’t trade back up to the mid $40’s in due time.

Jack Suwo

Jim Stewart

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PACS Group Inc.

 now that we’re back down in the mid $30’s thought it was as good a time as ever to share an updated version of the below.

A lot will depend on the 2026 outlook, but I’m not sure why this wouldn’t trade back up to the mid $40’s in due time.

Instacart

Ensign Group Inc

LendingTree Inc.

Quanex Building Products Corp

Nerdwallet Inc

Pagaya Technologies Ltd

StubHub

Tomatoa

@DrabCrab5 maybe the fraud in California with hospice facilities. And the overall fraud from government dollars going to companies who are getting rich. Medicaid and Medicare allocations being scrutinized. I don’t think PACs is doing anything wrong. Just a timing issue. But idk

 maybe the fraud in California with hospice facilities. And the overall fraud from government dollars going to companies who are getting rich. Medicaid and Medicare allocations being scrutinized. I don’t think PACs is doing anything wrong. Just a timing issue. But idk

Sunrun Inc

Josh

@Josh24 possibly, but the company’s closest competitor ENSG is still trading at a fairly premium multiple and declined far less than PACS in January. They have effectively identical business models, are about the same size, operate in similar geographies, and have similar KPIs and operating metrics.

Unless we hear negative news about the government investigation, would expect this will continue to close the valuation gap that I outlined in the original post.

 possibly, but the company’s closest competitor ENSG is still trading at a fairly premium multiple and declined far less than PACS in January. They have effectively identical business models, are about the same size, operate in similar geographies, and have similar KPIs and operating metrics.

Unless we hear negative news about the government investigation, would expect this will continue to close the valuation gap that I outlined in the original post.