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Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is experiencing a notable dip despite beating Q2 earnings, driven by investor concerns over escalating AI capital expenditures and a slight deceleration in Azure growth. This has sparked a community debate between those who see a buying opportunity and others questioning the immediate return on substantial AI investments, especially with OpenAI.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is surging after its strong earnings report and optimistic guidance highlighted robust AI-driven ad performance, though the company's substantial capital expenditure plans for AI infrastructure are driving community discussion on its long-term financial implications and investment returns.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is trending following a Gotham City Research short report alleging widespread accounting fraud and undisclosed related-party transactions, leading to a heated community discussion where some view it as a "Ponzi scheme" while others dismiss the claims as a "bear trap" supported by defending analysts. The controversy centers on the company's financial relationship with entities linked to the CEO's father and its reliance on subprime auto lending.

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 currently a focal point for investors, driven by anticipation for its upcoming earnings report, as the community debates whether recent price drops are an opportunity to accumulate shares ahead of expected strong commercial and government contract growth, or a reflection of persistent concerns over its valuation, employee departures, and controversial government partnerships.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodata is trending as a new partnership with Palantir and a prime contract position on the U.S. Missile Defense Agency's 'Golden Dome' program validate its AI data engineering expertise, sparking community discussions about significant undervaluation, short squeeze potential, and future sovereign AI opportunities.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

Biocryst Pharmaceuticals is trending following the completion of its Astria Therapeutics acquisition, which adds the late-stage HAE drug navenibart, coupled with a recent 9% price increase for ORLADEYO and new 2026 guidance; however, community discussion reflects strong frustration over the stock's persistent undervaluation and substantial short interest despite these positive corporate developments.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending sharply lower despite beating earnings expectations and announcing a substantial share repurchase program, as market fears over AI's disruptive impact on the broader SaaS sector and adjusted analyst price targets are sparking intense community debate over whether this represents an irrational selling opportunity or a fundamental reevaluation.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending following a polarizing earnings report that revealed declining revenue and profits, as Elon Musk signals a significant strategic pivot from car manufacturing to an AI and robotics future, generating intense community debate over its high valuation and the viability of its ambitious Optimus and Robotaxi initiatives.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

GLD is experiencing a rapid, parabolic surge to new all-time highs, largely driven by escalating geopolitical tensions, persistent concerns over dollar debasement, and strong central bank accumulation. The community is intensely debating whether this sharp ascent is a sustainable flight to safety or an unsustainable bubble, frequently contrasting its performance with Bitcoin's recent struggles.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending amid an imminent Senate vote on the Clarity Act, with bulls anticipating a "parabolic" price surge from potential institutional adoption due to legal certainty. Conversely, a significant portion of the community dismisses the bill as a "nothing burger" and attributes ongoing price suppression to perceived token dumps by Ripple, labeling the asset a "scam."

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$TSLA I just published a Deep Value Report on GTE. 
 
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DEEP VALUE REPORT - GRAN TIERRA ENERGY (NYSE: GTE)

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Amazon.com Inc

 I just published a Deep Value Report on GTE. 
 
It breaks the company down by division, prices the assets per share in today’s dollars, maps the debt schedule into 2026–2029, and lays out a clear BEAR/BASE/BULL outcome map plus what would break the thesis.                                                       
 
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