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International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending due to a historic single-day stock decline following a preliminary earnings warning, where the company cited a pivot in enterprise spending from high-margin software toward AI infrastructure. While bears highlight the broader software sector rout and potential overvaluation, many investors in the community are actively debating whether this drop represents a generational buying opportunity or a deeper fundamental issue.

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 currently experiencing high volatility as investors weigh the potential for long-term growth in AI infrastructure against concerns about valuation, dilution, and competitive pressure from hyperscalers. While the community remains divided, many are focused on the company's ability to convert its multi-billion dollar backlog into sustained revenue and are closely monitoring key support levels to determine if current pullbacks are accumulation opportunities or a deeper structural correction.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSpark is trending following the announcement of a 20-year, $6.6 billion data center lease with an undisclosed investment-grade technology company, a move that has sparked intense debate about the company's long-term pivot from Bitcoin mining to AI infrastructure. Community sentiment remains polarized, with bulls highlighting the massive revenue potential and potential for a short squeeze, while bears emphasize concerns over debt, ongoing dilution risks, and management's past inability to sustain news-driven rallies.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing heightened volatility and community interest due to its high short interest, which has fueled widespread debate over a potential short squeeze as the company advances its acquisition of LivePerson. Investors are closely monitoring technical support levels near $7 and the impact of the merger on long-term enterprise AI growth, while bulls maintain conviction in the stock's potential despite ongoing downward pressure.

SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is experiencing significant volatility and investor attention following its recent U.S. ADR listing, with the community actively debating whether the stock's current valuation represents a discounted entry point or a bubble driven by AI memory hype. The conversation is further fueled by the launch of leveraged ETFs and analysts initiating coverage, leaving investors split between capitalizing on massive earnings potential in the semiconductor sector and fearing further technical sell-offs.

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, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is currently trending as investors weigh strong long-term AI infrastructure demand against market volatility and heavy insider selling. While the community debates whether recent price dips offer a generational buying opportunity based on multi-billion dollar contracts, many remain focused on how the company competes against hyperscaler expansion and potential regulatory headwinds.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is experiencing significant volatility following a solid quarterly report and the announcement of a four-for-one stock split, with investors weighing record pipeline growth against high expectations and premium valuation multiples. The community is actively debating whether the stock's recent rally has outpaced its immediate financial results, while many remain focused on the long-term potential of its AI-driven cybersecurity platform.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is trending as investors weigh its potential as an undervalued M&A target against concerns about sector-wide volatility and competitive pressure from industry giants. The community is actively discussing technical breakout patterns and the stock's significant valuation discount relative to peers, with many focusing on whether recent AI-driven partnerships and strong organic growth can serve as catalysts for a major re-rating.

Citigroup, Inc. is a holding company, which engages in the provision of financial products and services. It operates through the following segments: Services, Markets, Banking, Wealth, U.S. Personal Banking (USPB), and All Other. The Services segment includes Treasury and Trade Solutions (TTS) which provides an integrated suite of tailored cash management, trade, and working capital solutions to multinational corporations, financial institutions and public sector organizations, and Securities Services, which offers cross-border support for clients, providing on-the-ground local market expertise, post-trade technologies, customized data solutions, and a wide range of securities services solutions that can be tailored to meet client needs. The Markets segment provides corporate, institutional, and public sector clients around the world with a full range of sales and trading services across equities, foreign exchange, rates, spread products, and commodities. The Banking segment offers Investment Banking and Corporate Lending services. The Wealth segment includes Private Bank, Wealth at Work, and Citigold and provides financial services to a range of client segments through banking, lending, mortgages, investment, custody, and trust product offerings. The USPB segment includes Branded Cards and Retail Services, which have proprietary card portfolios and co-branded card portfolios within Branded Cards, and co-brand and private label relationships within Retail Services. The All Other segment consists of activities not assigned to the reportable operating segments, including certain unallocated costs of global functions, other corporate expenses, and net treasury results. The company was founded in 1812 and is headquartered in New York, NY.

Citigroup Inc

Citigroup is trending as investors react to a mixture of earnings beats and the potential impact of proposed credit card interest rate caps. The community is actively debating the stock's long-term valuation potential against short-term volatility and institutional positioning.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Taiwan Semiconductor is trending as it continues to serve as the critical manufacturing backbone for the global AI buildout, with investors closely monitoring its advanced packaging bottlenecks and upcoming earnings for guidance on long-term AI demand. Community discussion remains heavily focused on the company's structural pricing power and its vital role in the supply chains of major tech giants like Nvidia, Apple, and AMD.

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$ZPTA  
 
This guy Steve... is on our growth advisory board by the way... 
Good things a cometh for Zapatistas. 
 
DARPA ! ;) 
$ZPTA $IBM $QNT $QBTS 
https://www.linkedin.com/posts/stevesuarez_white-house-ran-a-quantum-summit-last-week-share-7482641433028534272-_vnu/?utm_source=share&amp;utm_medium=member_desktop&amp;rcm=ACoAAGN4ft0BmPOo_Kl81PivTDvvjvvRuieG3Fs

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ZapataBull

Emiliano Zapata Salazar

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LilM

White House ran a quantum summit last week. IBM, PsiQuantum, D-Wave, Quantinuum all showed up. Commerce is putting $2B into 9 quantum companies. Everyone's watching that part. Real story's elsewhere. DARPA is running the Quantum Benchmarking Initiative. Job: decide by 2033 whether an industrially useful quantum computer is even possible.

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White House ran a quantum summit last week. IBM, PsiQuantum, D-Wave, Quantinuum all showed up. Commerce is putting $2B into 9 quantum companies. Everyone&#39;s watching that part. Real story&#39;s... | Steve Suarez®

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Zapata Quantum, Inc.

Quantinuum Inc.

D-Wave Quantum Inc

  
 
This guy Steve... is on our growth advisory board by the way... 
Good things a cometh for Zapatistas. 
 
DARPA ! ;) 
