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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 Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently under intense selling pressure as investors weigh a provocative short thesis alleging that AI model provider Anthropic is capturing market share, leading to a heated community debate over whether this represents genuine fundamental risk or a coordinated market manipulation by short sellers. Traders remain deeply divided, with many dismissing the bearish commentary as a calculated attempt to trigger stop-losses, while others express concerns that the stock's valuation is becoming increasingly difficult to justify in the face of rapid sector-wide recalibration.

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

TeraWulf Inc

TeraWulf is currently in the spotlight as investors debate whether the stock can sustain a breakout above key resistance levels while managing volatility. The community remains highly focused on the companys transition from a crypto miner to a major AI infrastructure landlord, with ongoing discussions centered on potential hyperscaler partnerships, energy capacity buildouts, and whether the stock's recent price performance is a genuine accumulation phase or susceptible to broader geopolitical market pressures.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending following a massive $21 billion cloud infrastructure expansion deal with Meta, though the rally faced volatility as investors weighed the news against a concurrent $3 billion convertible note offering. Market participants are intensely debating whether the companys aggressive capital raises and debt-funded expansion represent a necessary strategy to capture generational AI demand or a signal of unsustainable balance sheet risk.

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 facing significant selling pressure as investors weigh AI-related disruption fears against the company's strong fundamentals and enterprise moat. Despite recent insider buying and bullish analyst sentiment regarding ServiceNow's role in the AI workflow, the stock remains volatile as the broader software sector continues to navigate a challenging macro environment.

イロハ (Iroha)

The Iroha token is gaining significant social media traction as community members frame it as the next major meme coin successor to popular viral assets. While some investors are bullish on the developer's aggressive marketing and growth potential, others are debating the project's legitimacy and questioning its association with established technology entities.

Applied Digital Corporation

Applied Digital is experiencing high volatility as investors weigh a strong financial beatmarked by triple-digit year-over-year revenue growth and positive adjusted earningsagainst concerns over the timeline for new hyperscaler lease signings and the company's debt profile. While the community remains divided between those capitalizing on the significant earnings surprise and others growing impatient over stalled partnership announcements, sentiment remains heavily focused on whether management can translate its expanding data center capacity into confirmed, long-term contracts.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is seeing intense market activity as traders debate whether it is a legitimate AI infrastructure leader or an overextended bubble amid a broader sector rotation and geopolitical uncertainty. While the community remains deeply divided between those betting on its structural role in optical networking and those warning of a potential sharp correction due to its parabolic valuation, the stock continues to be a central focus of high-conviction retail and institutional flow.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy is currently a focal point for traders following a volatile earnings miss and subsequent insider buying, sparking intense debate between bears anticipating further downside and bulls betting on a rebound based on backlog and capacity expansion. Community discourse is heavily polarized, with many investors closely monitoring the high short interest and potential legal risks while some see the recent price consolidation as a strategic accumulation opportunity.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is currently trending as investors focus on the upcoming launch of its flagship ES9 SUV, with community sentiment split between excitement over the model's high-tech features and ongoing frustration regarding stock volatility and perceived market manipulation. While many retail traders are calling for a breakout and holding long positions to counter short interest, others remain cautious of macroeconomic headwinds and potential gaps in the current price action.

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 volatility as investors debate the impact of generative AI on its long-term enterprise software moat, with many in the community divided between calling it a 'screaming buy' due to attractive valuations and buyback programs, and fearing a structural decline driven by new AI competitors like Anthropic. Sentiment remains polarized as traders closely monitor technical support levels, insider buying activity, and the company's ability to successfully pivot its SaaS model toward an agentic AI architecture.

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$VLERF Valeura trading at PE of 2. Half of its market cap is in cash, no debt.  
Next year the company should have the whole market cap in cash. 
¨Great company, great management, great CF gerneration 
and still cheap... 
 
https://seekingalpha.com/article/4741282-valeura-energy-more-cash-than-its-market-capitalization

Brenton Kyle Coats

kate powler

Seekingalpha

StockTwits Web

Valeura Energy Inc

 Valeura trading at PE of 2. Half of its market cap is in cash, no debt.  
Next year the company should have the whole market cap in cash. 
¨Great company, great management, great CF gerneration 
and still cheap... 
 
