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TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

The Metals Company (TMC) is commanding significant investor attention following key U.S. regulatory updates, including NOAA's finalized rule to streamline deep-sea mining permits and strong White House backing for expediting this critical sector. Community discussions are centered on an upcoming Congressional hearing featuring TMC's CEO, with many anticipating a major breakout driven by increased government alignment and the strategic importance of securing critical minerals.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending following substantial insider share purchases by its CEO, which is fueling intense community discussion about the stock's future trajectory. Investors are eagerly anticipating potential catalysts and debating the implications for short positions, despite mixed reactions to recent price movements.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing an extraordinary rally, driven by analyst upgrades and an anticipated, prolonged shortage in AI-driven memory and storage, with products reportedly sold out well into 2026. The community is sharply split, with many celebrating significant gains and its status as a market leader, while others warn of an overheated, unsustainable "bubble" and imminent correction.

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), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), 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 NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. 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 experiencing significant bullish momentum ahead of its upcoming earnings report, driven by analyst upgrades and growing confidence in its strategic turnaround and advanced manufacturing processes. The community is actively discussing the potential for major government contracts and a sustained rally, with many anticipating a significant short squeeze, though some express caution about a 'sell the news' event.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices (AMD) is a top trending stock, with discussions centering on reports of a CPU supply shortage that is seen as redirecting demand toward the company and potentially impacting competitors. The community is sharply divided between those who believe it's a strong growth play benefiting from exploding AI compute demand and those cautioning about an overextended valuation following its significant market performance.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is trending with strong bullish sentiment after securing a key arbitration win against Repsol, which is easing investor concerns about ongoing legal disputes. This, coupled with its Plaquemines facility ramping up production significantly and benefiting from widening natural gas price spreads in Europe due to a cold snap, is sparking discussions of a potential short squeeze and its long-term growth as a major global LNG exporter.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending due to its recent licensing deal with Pfizer for the Matrix-M adjuvant, a move seen by the community as a significant validation of its platform technology. Traders are keenly observing the high short interest, fueling speculation of a potential short squeeze as this partnership could pave the way for additional collaborations with major pharmaceutical players.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending amidst intense community debate over its significant price decline, fueled by concerns regarding its aggressive AI infrastructure investments and substantial debt load. Investors are closely watching for updates on a potential TikTok US operations deal, with opinions divided between those seeing a long-term buying opportunity and others fearing a 'bull trap' given recent rumors, including a bondholder lawsuit.

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 trending following a significant agreement with Meta Platforms to develop a 1.2 GW nuclear campus, an accord that includes substantial prepayments and prompted a recent Bank of America upgrade. This is fueling community discussion around Oklo's role in supplying critical power for surging AI data center demands and the broader nuclear renaissance. Despite bullish sentiment, active insider selling and the company's pre-revenue stage contribute to considerable market volatility as it navigates future regulatory and operational milestones.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is seeing a significant surge, primarily fueled by encouraging long-term data from its personalized cancer vaccine for melanoma, developed in collaboration with Merck. The positive 5-year follow-up results, demonstrating sustained improvement in recurrence-free survival, are exciting the community who believe this positions the company for substantial future growth beyond its initial vaccine success. Many investors are actively discussing its potential revaluation, arguing it is currently undervalued compared to peers given this therapeutic pipeline expansion.

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$UBSFY what is the future here? just selling seasons and dlc? no new titles coming?