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Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is rallying after reporting Q2 production and delivery figures that topped expectations and prompted a boost to full-year delivery guidance. Investors are closely tracking the stock's ability to maintain momentum above key resistance levels as the community debates whether this signals a sustainable shift toward scalable execution or if it remains vulnerable to short-term volatility.

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

TeraWulf Inc

TeraWulf is trending after securing a 20-year lease with Anthropic for its data center, a move investors view as a pivotal transition into a long-term AI infrastructure powerhouse. While the community is actively debating the stock's recent volatility and questioning the timing of market price action relative to this major deal, many are focused on the long-term potential of the contracted revenue and the company's evolving balance sheet.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global Holdings is gaining significant market attention following a strategic partnership announcement with Palantir, which aims to integrate Zeta's AI marketing platform with Palantir's Foundry infrastructure. Community sentiment remains highly polarized, as investors debate whether this move serves as a catalyst for a long-term enterprise AI re-rating or if the stock remains susceptible to volatility and short-selling pressure.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing significant market attention as traders highlight high short interest and institutional accumulation, fueling speculation about a potential short squeeze. The community is focused on critical price support at the $7 level, viewing recent volatility as a setup for a breakout ahead of upcoming earnings.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

BitMine Immersion Technologies (BMNR) is facing intense market volatility as investors weigh the company's aggressive Ethereum accumulation strategy against ongoing concerns regarding share dilution and persistent gaps in net asset value (NAV). While the community remains deeply polarizeddebating whether the stock represents a deep-value opportunity post-Russell 1000 inclusion or a failing speculative playactive trading is currently being driven by heavy options flow and a broader rotation of capital within the crypto-equities sector.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is seeing significant volatility as investors weigh the company's aggressive expansion into advertising, including a major acquisition, against concerns over pricing pressures and inventory costs. The community remains divided between those viewing the pullback as a buying opportunity in a defensive retail powerhouse and others who are skeptical of management's strategy and the impact of the broader economic environment on consumer spending.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

Investors are closely monitoring ImmunityBio following an increase in trading activity and anticipation surrounding upcoming global partnership and revenue announcements. Community discussion remains largely bullish, focusing on the potential for long-term platform expansion and significant breakthroughs in immunotherapy despite recent volatility.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is currently generating significant momentum as traders react to President Trump's recent public endorsement of the company, further fueling interest in its AI server fundamentals. The community remains divided between those chasing the headline-driven rally for short-term gains and others concerned about market volatility following such high-profile attention.

Vertex Pharmaceuticals, Inc. is a global biotechnology company, which engages in the business of discovering, developing, manufacturing, and commercializing small molecule drugs for patients with serious diseases. The firm focuses on development and commercializing therapies for the treatment of cystic fibrosis, infectious diseases including viral infections such as influenza and bacterial infections, autoimmune diseases such as rheumatoid arthritis, cancer, inflammatory bowel disease and neurological disorders including pain and multiple sclerosis. The company was founded by Joshua S. Boger in 1989 and is headquartered in Boston, MA.

Vertex Pharmaceuticals, Inc.

Vertex Pharmaceuticals is trending as market participants analyze the implications of its newly announced $10 billion acquisition of Crinetics Pharmaceuticals, which aims to strengthen its rare disease pipeline. Community discussion is focused on the strategic M&A premium, the potential for portfolio expansion into acromegaly and congenital adrenal hyperplasia treatments, and broader sector momentum for biotech deals.

Nuvation Bio, Inc. is a biopharmaceutical company tackling some of the unmet needs in oncology by developing differentiated and novel therapeutic candidates. Its proprietary portfolio includes six novel and mechanistically distinct oncology therapeutic product candidates, each targeting some of the most difficult-to-treat types of cancer. The company was founded by David Hung on March 20, 2018 and is headquartered in New York, NY.

Nuvation Bio Inc - Ordinary Shares - Class A

Nuvation Bio is attracting significant attention as investors analyze the commercial trajectory of Ibtrozi, focusing on its market penetration and the potential for a long-term revenue stack from frontline treatment adoption. The stock is a primary subject of community debate regarding a potential future buyout, with bullish sentiment supported by Dr. David Hung's track record and the company's strong cash position.

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Latest Bill Ackman Portfolio Update 
 
Top Buys: 
$MSFT — New Position 
$AMZN — Increased by 19% 
 
Top Sells: 
$BN — Reduced by 3% 
$GOOGL — Reduced by 95% 
 
The latest changes suggest a stronger focus on AI, cloud, and large-cap platform businesses while significantly reducing Alphabet exposure. Whether this reflects valuation, portfolio concentration, or a change in long-term conviction will be something to watch over the coming quarters. 
 
Tracking institutional positioning can be useful, but understanding the investment thesis behind each move is what matters most. 
 
Which change stands out the most to you?

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Microsoft Corp

Amazon.com Inc

Brookfield Corporation

Alphabet Inc Class A

Latest Bill Ackman Portfolio Update 
 
Top Buys: 


 — Reduced by 95% 
 
The latest changes suggest a stronger focus on AI, cloud, and large-cap platform businesses while significantly reducing Alphabet exposure. Whether this reflects valuation, portfolio concentration, or a change in long-term conviction will be something to watch over the coming quarters. 
 
Tracking institutional positioning can be useful, but understanding the investment thesis behind each move is what matters most. 
 
Which change stands out the most to you?