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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending after reporting blowout earnings and significantly raising its full-year guidance, igniting community speculation about a potential short squeeze fueled by high short interest and comparisons to past explosive AI-driven stock runs. Investors are actively debating whether the impressive revenue growth and long-term strategy outweigh current margin dynamics, with many perceiving the stock as undervalued despite a seemingly muted initial market reaction.

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Kendu

KENDU is actively trending as its dedicated community champions a unique "permissionless brand" model, consistently launching numerous real-world products and initiatives that set it apart from typical crypto projects. This strong, builder-focused community expresses unwavering conviction, fueling belief in KENDU's long-term growth and differentiation in the crypto space.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

PSKY is trending as its hostile bid for Warner Bros. Discovery faces fresh scrutiny following Netflix's all-cash offer and a legal setback, leaving the community debating the company's strategy and persistent stock declines, despite new enthusiasm for Paramount+'s exclusive UFC debut.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is a major talking point after unexpectedly lowering its 2026 guidance, citing U.S. pricing pressure and increased competition, which led to a notable stock dip. While many in the community view this as an overreaction and a prime buying opportunity, pointing to strong early oral Wegovy sales and a new share repurchase program, others are concerned about management's communication and the intensified market landscape.

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 surging after a strong Q4 earnings beat and upbeat guidance, signaling a potential turnaround for the solar sector. The community is actively discussing substantial short interest and recent analyst upgrades, fueling speculation of a broader market recovery in solar and energy storage.

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

AMD is trending after exceeding Q4 earnings and providing better-than-expected Q1 guidance, yet the stock saw an after-hours dip, prompting community discussion about potential market manipulation, high valuation expectations, and historical post-earnings patterns amidst strong AI data center growth.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is trending due to conflicting narratives around its relationship with OpenAI, including a potential $20B investment alongside rumors of OpenAI seeking alternatives to Nvidia chips, while U.S. regulatory delays are also stalling H200 AI chip sales to China. The community is actively debating whether these headlines represent manipulative 'hit pieces' or legitimate concerns impacting the company's AI leadership and near-term revenue visibility.

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 experiencing a significant price decline and high trading volume ahead of its earnings report, leading to intense community debate between those who see it as an undervalued opportunity given its substantial user base and others questioning its profitability, management, and exposure to global social media restrictions for minors.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is experiencing a significant sell-off following a Q4 earnings miss, soft guidance, and an unexpected CEO transition, sparking intense debate among investors over whether the stock is an oversold deep value opportunity or a struggling payments giant facing mounting competition and strategic uncertainties.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is under pressure, reflecting broader software sector concerns about AI disruption, even as the company recently secured a substantial multi-billion dollar government contract. Community sentiment is sharply divided between those calling the sell-off an overreactionseeing a prime buying opportunityand those questioning the long-term viability of established software models against emerging AI capabilities.

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$RCS At a 37% premium to NAV I wouldn’t touch this now.

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PIMCO Strategic Global Government Fund Inc.

 At a 37% premium to NAV I wouldn’t touch this now.