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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 currently trending as investors weigh significant strategic shifts, including a reorganization into three business units and the creation of a standalone Venmo segment, against ongoing concerns about the stock's long-term performance. While some community members view these structural changes as potential catalysts for unlocking shareholder value and attracting buyout interest, others remain skeptical, pointing to stagnant price action and weak guidance as signs that the company remains a value trap.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as investors aggressively rotate into memory hardware, fueled by a structural supply-demand imbalance and excitement over HBM's critical role in the AI infrastructure supercycle. The community is actively debating the sustainability of this parabolic ascent, with many bulls highlighting low forward price-to-earnings multiples and massive institutional buying while others express caution regarding potential volatility and cycle exhaustion.

Digi Power X, Inc. is a block chain technology company, which engages in crypto currency mining. It focuses on validation through mining, hosting solutions, and blockchain software solutions. It operates through the following segments: Cryptocurrency Mining, Sales of Energy and Electricity, and Colocation Services. The company was founded on February 18, 2017, and is headquartered in Miami, FL.

Digi Power X Inc. - Ordinary Shares (Sub voting)

Digi Power X is rallying following the announcement of a multi-year, million-dollar AI data center agreement with Cerebras Systems, which has sparked massive investor interest. The community is actively debating the stock's potential for a significant squeeze and sustained growth as it transitions into a major player in the AI infrastructure and high-performance computing space.

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 on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending following the launch of its new OASYS platform, with the community closely tracking high short interest and extreme borrow fees ahead of the upcoming earnings report. Investors are actively debating the potential for a gamma squeeze, as many focus on breaking key resistance levels amid significant volume and anticipation of a major catalyst.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital is drawing significant market attention as it accelerates its strategic pivot from Bitcoin mining toward becoming an AI and HPC infrastructure provider. Investors are actively debating the company's recent expansion in AI data center capacity and secured liquidity, weighing these long-term growth prospects against current financial performance and market volatility.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is gaining momentum as investors react to a planned 14% workforce reduction intended to streamline operations for the AI era and navigate market conditions. The community remains sharply divided, with some traders betting on a bullish breakout tied to rising Bitcoin prices and potential regulatory clarity, while others express concern over the impact of job cuts and long-term institutional headwinds.

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 following a massive expansion of its AI infrastructure partnership with Yotta Data Services, which is projected to generate significant long-term revenue through a large-scale deployment of high-performance GPU hardware. The community remains hyper-focused on this catalyst as a transformational development, with active discussions debating whether the stock is fundamentally undervalued versus concerns over revenue recognition and historical guidance.

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 Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently trending as investors debate the stock's future following a strong earnings report that featured record revenue growth and raised guidance. While the community is split between bullish sentiment regarding AI market leadership and bearish concerns about stretched valuations and perceived market manipulation, the ongoing discourse highlights a highly polarized debate on whether to hold for long-term growth or exit based on technical and macro risk factors.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is facing significant market volatility as investors weigh the company's strong revenue growth and AI integration against concerns over a major net loss on equity investments and contracting software valuations. The community remains deeply divided, with many debating whether the current sell-off is a buying opportunity for a dominant long-term commerce infrastructure player or a signal of broader weakness due to shifting market sentiment and macroeconomic pressures.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing intense activity driven by its strategic energization of the 1.4GW Sweetwater 1 data center site and anticipation surrounding potential hyperscaler deals. The community is heavily focused on the company's transition into a full-stack AI infrastructure player, debating the significance of the Mirantis acquisition and potential contract catalysts ahead of upcoming earnings.

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$VNDA I&#39;d love to see them beat revenue this quarter even if their spending is up.  I&#39;d like to see them mention the $750M to $1B revenue by 2030 again.  Either of those things and maybe we move into double digits, otherwise hello $5.

Maciej Wilczynski

Keenan

StockTwits Web

Vanda Pharmaceuticals Inc

 I'd love to see them beat revenue this quarter even if their spending is up.  I'd like to see them mention the $750M to $1B revenue by 2030 again.  Either of those things and maybe we move into double digits, otherwise hello $5.