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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is surging after securing a major five-year AI infrastructure agreement with Meta valued at up to $27 billion, further validating its position as a key player in the hyperscale compute market alongside recent NVIDIA backing. While the community is debating the stock's valuation and potential for further dilution, sentiment remains heavily bullish among long-term holders who view the consistent pipeline of tier-one contracts as a fundamental rerating for the company.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is experiencing significant retail momentum fueled by strong interest in its AI-driven real estate platform and optimism surrounding housing affordability legislation. Shareholders are actively debating the potential for a short squeeze, balancing excitement over the company's long-term transformation against concerns about broader market volatility and geopolitical pressures.

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 capturing massive investor attention following the GTC event where CEO Jensen Huang announced a significant multi-year revenue opportunity driven by surging demand for Blackwell and Vera Rubin AI platforms. The community remains deeply divided, with many bullish investors highlighting the stock's role as the engine of a global AI infrastructure buildout, while others express frustration over persistent price consolidation and the influence of institutional hedging strategies.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is currently trending as investors weigh recent progress on a Nuclear Regulatory Commission materials license for its subsidiary against anticipation for the upcoming earnings report. The community remains divided, with some bulls highlighting the potential for nuclear energy to meet AI-driven power demand, while others express concerns over the company's pre-revenue status and recent insider share activity.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology is experiencing heightened volatility and community debate as investors weigh the company's strong revenue growth against broader market concerns regarding AI infrastructure spending and the copper versus optical interconnect narrative. While the stock has faced sharp pullbacks, bulls are highlighting its record-breaking revenue figures and critical role in server rack connectivity, leading to significant ongoing discussions about potential institutional accumulation and the stock's future trajectory ahead of upcoming earnings.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is experiencing significant market interest following a major expansion into autonomous robotaxi fleets through new partnerships with companies like Zoox and Nvidia. The community is actively debating the company's long-term pivot toward an 'asset-right' infrastructure model, with many investors weighing the potential of these high-tech collaborations against broader concerns regarding the stock's recent volatility and competition.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is capturing market attention as traders monitor rumors of a potential x86 CPU collaboration with Nvidia, while community members weigh the stock's long-term potential amid significant government support and geopolitical manufacturing shifts. Despite ongoing volatility and concerns regarding supply chain constraints, investors remain intensely focused on key support levels and the possibility of a near-term breakout driven by high options volume.

Greenwich LifeSciences, Inc. engages in the development of a breast cancer immunotherapy designed to prevent the recurrence of breast cancer following surgery. The company was founded by Eric Rothe on August 29, 2006 and is headquartered in Stafford, TX.

Greenwich LifeSciences Inc

Greenwich LifeSciences is seeing significant investor attention following a positive clinical trial update that confirms a continued reduction in breast cancer recurrence rates within the open-label arm of its FLAMINGO-01 study. The community is actively discussing the stock's resilience, high insider conviction from management, and the potential for upcoming abstract titles at a major oncology conference to serve as a catalyst for a sustained move to new highs.

American Airlines Group, Inc. is a holding company, which engages in the operation of a network carrier through its principal wholly owned mainline operating subsidiary, American. The firm offers air transportation for passengers and cargo. It operates through the following geographical segments: Domestic, Latin America, Atlantic, and Pacific. The company was founded on December 9, 2013, and is headquartered in Fort Worth, TX.

American Airlines Group Inc

American Airlines is trending as investors weigh strong travel demand against significant operational headwinds, including government shutdown-related disruptions, labor tensions, and high jet fuel costs that are pressuring thin profit margins. The community is actively debating the company's high debt load and leadership effectiveness, with many traders closely monitoring how rising fuel prices could limit upside potential despite optimistic revenue guidance.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital is currently trending as investors speculate on a high-profile tenant announcement following the appointment of a new CFO with significant data center financing experience. While the community remains divided between those anticipating a major parabolic move based on upcoming project updates and those expressing frustration over delays in firm tenant news, active traders are closely monitoring volume spikes and momentum rotations.

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$BITO This is my largest holding for a reason. The dividend is running about 80% per year at the current share price, and you capture the upside of bitcoin as it plows to 200k$ this year.

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ProShares Bitcoin Strategy ETF

 This is my largest holding for a reason. The dividend is running about 80% per year at the current share price, and you capture the upside of bitcoin as it plows to 200k$ this year.