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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending due to its highly anticipated earnings report, with community discussion polarized between expectations of surging AI revenue and concerns over high valuation and potential post-earnings sell-offs mirroring other recent tech reports.

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 surging as a substantial patent settlement removes a major legal overhang, while the FDA's reversal to review its flu vaccine application is driving bullish sentiment and sparking community talk of a massive short squeeze, with attention now turning to its promising oncology pipeline.

Okta, Inc. engages in the provision of an identity management platform for enterprises. It operates through the United States and International geographical segments. The firm's products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Okta is actively trending following its latest earnings report, which, despite an earnings and revenue beat with raised guidance, saw the stock decline due to investor concerns over the lack of fiscal 2027 outlook and broader AI disruption fears within the cybersecurity sector. The community is sharply divided, debating if the sell-off is an overreaction or if the stock will continue its historical underperformance.

Day One Biopharmaceuticals, Inc. operates as a holding company. The firm, through its subsidiary, develops and commercializes targeted therapies for patients of all ages with genetically defined cancers. Its products include DAY101 and pimsertib. The company was founded by Julie Grant and Samuel C. Blackman in November 2018 and is headquartered in Brisbane, CA.

Day One Biopharmaceuticals Inc

Day One Biopharmaceuticals is trending amidst fervent buyout speculation, fueled by recent volume spikes and rumors of potential acquisition by suitors such as Jazz Pharmaceuticals or Ipsen. The community is actively debating a potential takeover, with many believing the company's strong oncology pipeline, including OJEMDA and the Mersana acquisition, and current valuation make it an attractive target in an active M&A market.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is trending ahead of its Q4 earnings report, with community sentiment largely negative due to sustained underperformance and price declines, even as some investors highlight its low valuation, substantial cash reserves, and strategic competitive advantages within the Chinese e-commerce sector.

Gemini Space Station, Inc. is a holding company, which offers a mobile and web based crypto asset exchange platform, proprietary wallet infrastructure and custody solutions, over-the-counter trading solutions tailored to institutions and professionals, a digital art auction platform, a proprietary United States dollar backed stablecoin, and a credit card product that offers crypto asset rewards on customer purchases. The company was founded by Tyler Winklevoss and Cameron Winklevoss in 2014 and is headquartered in New York, NY.

Gemini Space Station Inc. - Ordinary Shares- Class A

Gemini Space Station

Gemini (GEMI) is sparking significant community discussion after securing a CFTC Designated Contract Market license and launching its prediction market, leading to speculation about a short squeeze and its potential to ride a Bitcoin rally, even as past underperformance raises investor skepticism.

BlackRock Institutional Trust Company N.A. - iShares MSCI South Korea ETF

iShares MSCI South Korea ETF

The iShares MSCI South Korea ETF is highly volatile amid geopolitical concerns that triggered market circuit breakers; however, robust underlying demand for AI-driven memory chips from major holdings like Samsung and SK Hynix is fueling a strong rebound, leading community discussion on whether initial market fear was overblown.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the following segments: B&W Renewable, B&W Environmental, and B&W Thermal. The B&W Renewable segment supports a circular economy, diverting waste from landfills to use for power generation and replacing fossil fuels, while recovering metals and reducing emissions. The B&W Environmental segment focuses on systems for cooling, ash handling, particulate control, nitrogen oxides and sulfur dioxides removal, chemical looping for carbon control, and mercury control. The B&W Thermal segment offers steam generation equipment, aftermarket parts, construction, maintenance, and field services for plants in the power generation, oil and gas, and industrial sectors. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox is trending after securing a $2.4 billion contract to build a 1.2-gigawatt natural gas plant for Applied Digital's AI data centers, a deal widely regarded as transformational given its magnitude relative to the company's market capitalization. The community is actively discussing BW's strong position to rapidly deliver critical power solutions for the booming AI infrastructure, with potential for further substantial projects.

Hydrograph Clean Power, Inc. engages in the research, development, marketing and commercialization of patented technology to produce pristine graphene, graphene derivatives and services. The company was founded by Harold Charles Davidson on June 26, 2017 and is headquartered in Vancouver, Canada.

Hydrograph Clean Power Inc

Hydrograph Clean Power is trending after securing crucial EPA, UK, and EU regulatory clearances, which unlock commercial sales of its pure graphene across major global markets. This development, coupled with an oversubscribed capital raise and upcoming facility ramp-ups, is fueling community excitement for the company's revolutionary material and its vast, multi-sector potential.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending due to massive user growth for its Qwen AI mobile app and the unveiling of its Qwen 3.5 AI model, even as its AI division experiences executive shifts and the market awaits clarity on its earnings report. The community is actively debating its perceived undervaluation and navigating geopolitical concerns.

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$EXPE at a P/E of 17, seems cheap.  They know how to thrive in a competitive environment against Bookings and Google so don’t see why can’t with chatbots once they adopt AI Agents themselves and integrate with Google Agent APIs

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Expedia Group Inc

 at a P/E of 17, seems cheap.  They know how to thrive in a competitive environment against Bookings and Google so don’t see why can’t with chatbots once they adopt AI Agents themselves and integrate with Google Agent APIs