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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 currently the focus of intense market conversation as investors keenly await its impending earnings report, with community sentiment weighing high expectations for continued AI-driven growth against concerns of a 'priced to perfection' valuation and significant options volatility.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is experiencing a significant downturn after its latest earnings report delivered weak revenue guidance for Q1, fueling community frustration over perceived management incompetence and intensified concerns about losing market share to competitors like ZETA and larger tech giants in an AI-evolving ad-tech landscape. Many investors are expressing extreme bearishness and debating if the stock is facing permanent decline or presents an undervalued opportunity after an 80% drop from its highs.

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 experiencing intense investor focus ahead of its pivotal earnings report, driving a sharp community debate on whether its integrated AI strategy will counter broad SaaS sector disruption fears or face significant competitive pressures from emerging AI solutions.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is drawing significant attention as the community eagerly anticipates new hyperscaler lease announcements and key earnings reports from NVIDIA and CoreWeave. Discussions revolve around the stock's high short interest and its strategic position within the booming AI data center infrastructure sector amidst recent market volatility.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Bozeman, MT.

Snowflake Inc

Snowflake is a top trending stock due to its imminent earnings report, fueling intense community debate over potential impacts and future guidance. This comes as a new $200 million multiyear partnership with OpenAI highlights its role as an AI enabler, though some investors fear broader AI disruption and competition could challenge its valuation and margins within the software sector.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is experiencing a sharp surge driven by a strong Q4 earnings beat, which revealed impressive growth in USDC adoption and transaction volume, triggering a significant short squeeze amidst intense community debate over its long-term financial infrastructure potential.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is facing extreme volatility and a significant price pullback, sparking intense community debate over whether the drop is a "healthy correction" or a "pump and dump" following its recent 700% revenue surge and global approvals for its cancer treatment, Anktiva. Bulls highlight strong fundamentals and upcoming ASCO data, while bears raise concerns about valuation and alleged market manipulation.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

C3.ai (AI) is actively trending amid reports of potential merger discussions with private firm Automation Anywhere, which could provide C3.ai with a new strategic direction and offer Automation Anywhere a public market entry. The community is divided, with some anticipating a significant short squeeze and value creation, while many remain cautious given the stock's recent underperformance and high short interest.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics is trending after receiving FDA Breakthrough Therapy Designation for its Friedreich's ataxia drug, nomlabofusp, with the community actively discussing the drug's compelling efficacy and largely dismissing initial safety concerns over anaphylaxis, even amidst a proposed public offering.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending amid high expectations for its upcoming earnings, coupled with its selection for the Missile Defense Agency's $151 billion SHIELD IDIQ contract and a significant investment from Norway's sovereign wealth fund. These catalysts are driving community discussions around a potential short squeeze, while also facing scrutiny from a short seller report alleging revenue misrepresentation and questioning the company's financial sustainability.

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$EPD With CVX getting too expensive lately, thinking about taking my first stake in EPD and hold my CVX!! Both CVX and EPD have GREAT DIVI with EPD being steadier (and affordable) and secure while CVX SP is more responsive to oil price fluctuations. Either is a great investment long term for lifetime of DIVI&#39;s!!!!! Either is a no brainer!! GLTA!!

Jacob

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Enterprise Products Partners LP

 With CVX getting too expensive lately, thinking about taking my first stake in EPD and hold my CVX!! Both CVX and EPD have GREAT DIVI with EPD being steadier (and affordable) and secure while CVX SP is more responsive to oil price fluctuations. Either is a great investment long term for lifetime of DIVI's!!!!! Either is a no brainer!! GLTA!!