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Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is currently under intense pressure as investors digest earnings results that missed revenue and profit expectations, fueling debates over the stock's long-term viability versus its deep-value potential. While some in the community see the current dip as a prime accumulation opportunity given the company's substantial cash holdings and AI infrastructure advancements, others remain skeptical, pointing to the ongoing decline in search revenue and the high-risk nature of Chinese ADRs.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is facing significant downward pressure as investors react to a downward revision in forward guidance and leadership transitions, overshadowing otherwise solid revenue growth. The community remains deeply divided between those viewing the pullback as a buying opportunity for a long-term fintech play and those who remain skeptical due to rising delinquency concerns and competitive risks in the broader BNPL sector.

Amylyx Pharmaceuticals, Inc. is a biotechnology company focused on the discovery and development of therapies for diseases with significant unmet medical need, with an emphasis on endocrine and neurodegenerative disorders. Its program, avexitide, is a once-daily GLP-1 receptor antagonist being developed for the treatment of post-bariatric hypoglycemia. Amylyx’s pipeline also includes investigational programs targeting Wolfram syndrome and amyotrophic lateral sclerosis (ALS). The company was founded by Joshua Cohen and Justin Klee in 2013 and is headquartered in Cambridge, MA.

Amylyx Pharmaceuticals Inc

Amylyx Pharmaceuticals is rallying following positive topline results from its Phase 3 LUCIDITY trial for avexitide, which significantly reduced severe hypoglycemic events in patients with post-bariatric hypoglycemia. The community is buzzing over the clinical success, potential for label expansion, and high short interest fueling talk of a possible squeeze and buyout interest.

Duos Technologies Group, Inc. designs, develops, deploys, and operates intelligent technology solutions supporting rail, logistics, intermodal and government customers that streamlines operations, improves safety and reduces costs. It offers imaging, safety and security, software, and services. The firm also provides cutting edge solutions that automate the mechanical and security inspection of fast moving trains, trucks and automobiles through a broad range of proprietary hardware, software, information technology and artificial intelligence. The company was founded on May 31, 1994 and is headquartered in Jacksonville, FL.

Duos Technologies Group Inc

Duos Technologies is capturing attention as an edge AI infrastructure play, driven by a strategic pivot toward modular data center deployments that bypass the bottlenecks and community pushback affecting massive-scale projects. The community is actively tracking the upcoming Hydra Host project completion, viewing the company's compact, fast-to-deploy pod technology as a key solution for hyperscalers and enterprises needing localized compute power.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

Compass Pathways is trending as market sentiment shifts following major sector M&A activity, with investors closely watching for the upcoming Q2 earnings call and anticipated Q4 NDA submission. The community is actively debating the company's valuation, first-mover advantage, and the potential for a strategic buyout as they move closer to a projected 2027 commercial launch.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is seeing intense volatility as investors weigh the stock's significant recent gains against the outcome of a critical Vineland, New Jersey, zoning hearing regarding data center expansion. The community remains sharply divided, with bulls viewing the infrastructure growth as a catalyst for long-term value, while bears are aggressively betting on a short-term correction driven by valuation concerns and regulatory hurdles.

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 following an earnings report that highlighted a major infrastructure pivot, including a massive long-term lease agreement with Anthropic and a successful buildout of high-performance computing capacity. While the company faces intense community debate over its short-term financial performance and market manipulation concerns, investors remain focused on its aggressive expansion into AI infrastructure and securing power-constrained sites.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing significant volatility following recent earnings as investors weigh record-breaking revenue and a massive backlog against ongoing concerns over debt levels and frequent insider selling. The community remains deeply divided, with bulls pointing to aggressive hyperscaler demand and major institutional accumulation, while bears continue to highlight the company's capital-intensive business model and high valuation compared to established tech infrastructure peers.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology is trending as retail investors anticipate an upcoming earnings release, fueled by recent analyst coverage and excitement over significant commercial GPU deployments. The community is actively debating the stock's potential for an earnings inflection while remaining polarized between optimistic bulls eyeing a potential short squeeze and skeptics raising concerns about dilution and past management communication.

Fabrinet engages in the provision of optical packaging and electronic manufacturing services to original equipment manufacturers. The firm's engineering services include process design, failure analysis, reliability testing, tooling design, and real-time traceability system. Its manufacturing operations offer sensors, subsystems, customized optics, and optical modules and components. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

Fabrinet is currently seeing heavy trading volume and downward volatility as investors digest earnings results and concerns over margin pressure and free cash flow. While the community remains divided between those viewing the pullback as a buying opportunity for a solid AI-infrastructure play and others who argue the stock remains fundamentally overvalued, many are actively monitoring the stock for potential bounce opportunities or entry points.

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$BXBL Good point. Discussed that at lunch with a building ceo. His comment &quot;BOXABL just announced that they were quitting. They announced it.&quot;

$BXBL I didn&#39;t think we were cooked until I got the email from boxabl that said this &quot;BOXABL is opening the door to mergers, acquisitions, and partnerships across the housing industry. &quot;

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BOXABL Inc.

 Good point. Discussed that at lunch with a building ceo. His comment "BOXABL just announced that they were quitting. They announced it."