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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 is trending following strong earnings that surpassed expectations, driven by significant year-over-year revenue growth and an optimistic 2026 guidance, which has prompted analyst upgrades. The community is actively discussing its high valuation amidst accelerating U.S. commercial and AI platform adoption, with bulls celebrating its "blowout results" while bears question the sustainability of its growth.

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 trending as investors await its upcoming earnings report, with community sentiment sharply divided between those predicting further declines, influenced by recent analyst downgrades, and others asserting its deep value and oversold conditions could trigger a significant rebound amid widespread beliefs of market manipulation.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending following a JPMorgan upgrade to Overweight, igniting community debate over its perceived oversold status and the potential for a short squeeze. Despite reporting strong earnings and ongoing speculation about S&P 500 inclusion, many investors are expressing frustration with the stock's recent performance.

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 intensely ahead of its earnings report, driven by community expectations for a substantial revenue beat and a potential short squeeze, with optimism amplified by its critical role in AI infrastructure, particularly for Elon Musk's xAI after its merger with SpaceX, amidst ongoing debates over valuation and management's past performance.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is trending as the easing of intense price wars in China's coffee market, with competitors raising prices, is sparking optimism for significant margin expansion and record earnings ahead of its upcoming Q4 report. Investors are actively discussing the company's rapid global store expansion and "absurd" undervaluation compared to rivals, eagerly awaiting a potential uplisting from its current OTC status.

Rambus, Inc. engages in the provision of cutting-edge semiconductor and Internet Protocol products, spanning memory and interfaces to security, smart sensors and lighting. Its products include Memory Interface Chips, Interface IP, and Security IP. The company was founded by P. Michael Farmwald and Mark A. Horowitz in March 1990 and is headquartered in Sunnyvale, CA.

Rambus Inc.

Following its Q4 2025 earnings and Q1 2026 revenue guidance that missed analyst estimates, Rambus experienced a significant sell-off, sparking community debate over whether the sharp decline is an overreaction to a temporary operational issue or a justified correction within the high-demand memory and AI sector.

Wave Life Sciences Ltd. is a clinical-stage biotechnology company, which focuses on developing its proprietary RNA medicines platform and PRISM. It also develop and commercialize a pipeline RNA medicines in a variety of therapeutic areas. The company was founded by Gregory L. Verdine and Takeshi Wada on July 23, 2012 and is headquartered in Singapore.

Wave Life Sciences Ltd.

Wave Life Sciences Ltd

Wave Life Sciences is generating significant buzz after early clinical data showed its obesity candidate, WVE-007, achieved fat loss while preserving muscle mass and demonstrated favorable tolerability, differentiating it from current GLP-1 therapies. While analysts raise price targets on its "paradigm-shifting" potential and major pharma's hunt for next-generation treatments, investors are weighing this against the early phase data and dilution from a recent public offering.

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

TeraWulf Inc

TeraWulf (WULF) is gaining significant attention following its strategic acquisition of two new sites, adding 1.5 GW and doubling its total infrastructure capacity to 2.8 GW. This move is largely seen by the community as a game-changer for its AI/HPC strategy, sparking discussions of a potential short squeeze and strong future growth.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is trending as investors await its crucial earnings report, eager for management to emphasize the significant expansion of its Helios AI data center capacity and its strengthened CoreWeave partnership, which are expected to de-risk its business amid ongoing cryptocurrency market volatility.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

Affirm is trending amid recent analyst upgrades and expanded partnerships with Amazon and Expedia, which are battling a critical short report and market uncertainty over proposed credit card rate caps. The community is actively discussing strong fundamentals versus claims of manipulation ahead of the upcoming earnings report, highlighting the polarized outlook on the Buy Now, Pay Later sector.

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$AAPL I wrote a Deep Value Report (Updated) on ONL -Orion Properties.                   
                                  
ONL is priced as if it’s a foregone conclusion.                 
                         
One thing is clear: They got a buyout offer and turned it down at $2.50, then $2.75. There was a buyer for the company when sentiment was still terrible.                               
                         
The report takes them through what they own, their financing runway and what breaks if things go wrong.         
                       
HERE:https://cundilldeepvalue.substack.com/p/deep-value-report-updated-orion-properties 
                
 $VNO $SLG $O