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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 experiencing heightened volatility and a sharp sell-off driven by a high-profile, now-deleted social media post from Michael Burry, which raised concerns about competition from Anthropic. While the community remains deeply divided, with bears pointing to the stock's premium valuation and potential market share erosion, bulls are aggressively buying the dip, citing Palantir's strong government contract moat and dismissing the Anthropic threat as a misunderstanding of Palantir's unique ontology and enterprise utility.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is actively dominating market sentiment as the stock benefits from its dual role as an e-commerce giant and a leading player in AI infrastructure, recently bolstered by reports of potential expansion through a strategic buyout of Globalstar. Investors are closely tracking these developments alongside the stock's role as a resilient hedge in a complex macro environment, while discussions continue regarding AWS's long-term enterprise demand and the company's aggressive investment in custom AI chips.

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 volatility as investors weigh its long-term AI-enabled growth against market-wide fears that autonomous agents and competitor-driven narratives could disrupt traditional SaaS business models. While the stock has seen aggressive sell-offs and pressure from shorts, the community is actively debating whether current levels represent a deep-value buying opportunity or a structural decline, with many focused on management's insider buying and the company's enterprise-critical position as key indicators for a potential rebound.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The S&P 500 is trending as investors react to mixed geopolitical signals, specifically conflicting reports regarding potential ceasefire talks in the Middle East and concerns over surging oil prices. While some traders are expressing extreme frustration over perceived market manipulation and the disconnect between weak economic data and price action, others are focused on AI-driven sentiment and the impact of institutional liquidity on keeping the index resilient despite significant macro headwinds.

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 seeing a sharp rally as the market reacts to an expanded long-term partnership with Meta valued at over $21 billion, which significantly improves the company's revenue visibility and capital structure. Community sentiment is divided, with many traders celebrating the deal as a major growth catalyst while skeptics continue to voice concerns regarding the company's long-term debt load and aggressive financing requirements.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is seeing a surge in bullish sentiment driven by analyst upgrades that highlight its strong pricing power, ad-tier monetization, and improved margin outlook. The community is actively debating the stock's ability to clear key resistance levels near $100 as traders position themselves for the upcoming earnings report.

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 drawing intense investor attention due to the highly anticipated launch of the ES9 flagship SUV and excitement surrounding its in-house battery swapping and chip technology. While the community remains divided between long-term bulls highlighting operational milestones and vocal bears focused on dilution concerns and algorithmic volatility, many traders are closely monitoring key support levels and potential price swings fueled by product cycle optimism.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as investors speculate on a potential buyout and the upcoming presentation of preclinical data for SLS009 at the AACR conference. The community remains deeply divided, with some highlighting the curative potential of GPS and an expected breakthrough in AML treatment, while others warn of binary event risks, historical dilution, and the potential for a long wait before definitive trial readouts.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet Inc. (GOOGL) is trending due to heightened volatility surrounding its AI infrastructure strategy, driven by a new multiyear partnership with Intel to utilize Xeon CPUs and custom IPUs for cloud workloads. Community sentiment remains polarized, as traders weigh the company's aggressive capital expenditures and competitive AI positioning against concerns over antitrust litigation, regulatory scrutiny, and broader market uncertainty.

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 trending as investors debate the impact of broader geopolitical tensions and market volatility on its data center infrastructure business, despite ongoing excitement about its AI-focused growth. Community sentiment remains polarized, with many long-term holders highlighting potential contract catalysts while vocal bears focus on recent management share sales and short-term price pressure.

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$OWLT Do I trust Kurt to take this company to great heights or to help stop the spread of racism? Absolutely not.   
  
But I do trust he can take this to between $20-25? Again, no.   
  
But I do trust this to go to between $10-14. Buying more today.

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Owlet Inc - Ordinary Shares - Class A

 Do I trust Kurt to take this company to great heights or to help stop the spread of racism? Absolutely not.   
  
But I do trust he can take this to between $20-25? Again, no.   
  
But I do trust this to go to between $10-14. Buying more today.