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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 Technologies is surging following a blockbuster earnings report that showcased nearly 100% revenue growth and significantly raised full-year guidance, driven by explosive demand in its U.S. commercial business. The community is actively debating the company's aggressive growth trajectory and unique AI strategy, with many long-term bulls celebrating the stock's momentum while others express caution regarding its high valuation and the unconventional public remarks from CEO Alex Karp.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending as investors focus on the upcoming August 5th launch of its BlueBird satellites and anticipation surrounding the Q2 earnings release. The community remains highly focused on the company's deepening commercial partnerships, regulatory approvals for direct-to-cell services, and the potential impact of high short interest on the stock's volatility.

Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on computers, tablets, and mobile and smart devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Luxembourg.

Spotify Technology S.A.

Spotify Technology S.A. ($SPOT) is trending as investors and analysts weigh its long-term growth potential and AI-driven product strategy ahead of upcoming earnings, with active discussions focused on whether the stock can maintain its upward momentum amid shifting sector sentiment. Community chatter highlights a divide between those betting on the company's profitability inflection and those concerned about valuation, with many traders closely monitoring technical support levels and institutional activity.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is experiencing intense volatility as investors weigh the company's strong revenue performance and massive cash flow against concerns over supply chain constraints and higher component costs. The community is actively debating whether the dip presents a long-term accumulation opportunity or a signal for a deeper trend reversal, with many traders closely monitoring support levels near the three-hundred-dollar mark.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is facing significant market headwinds as investors react to mixed delivery results and broader sentiment concerns surrounding Chinese equities, leading to intense volatility. Despite this pressure, the community remains actively divided between those highlighting the company's long-term potential in AI, robotics, and global expansion and those frustrated by persistent downward price action and perceived market manipulation.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Power and Energy, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Power and Energy segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925, and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar is trending as investors scrutinize the company's crucial role in data center infrastructure, with the community actively debating whether current valuation premiums are justified by ongoing AI-driven demand. The discussion centers on whether the stock can maintain its momentum amid mixed analyst sentiment, regulatory hurdles for data center construction, and broader concerns regarding AI infrastructure spending cycles.

Anthropic

Anthropic is currently dominating market discussions due to its rapid scaling, significant infrastructure partnerships, and a high-profile IPO timeline that has investors closely comparing its enterprise adoption against competitors like OpenAI. The community is actively debating the sustainability of its massive capital expenditures and circular deal flows, while simultaneously scrutinizing the regulatory impact of its advanced model releases on the broader software and cybersecurity sectors.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is currently driving intense investor speculation as the market prepares for its first public earnings report, with community discourse heavily focused on a massive upcoming insider share unlock that has sparked a divide between bulls anticipating a short squeeze and bears expecting a significant sell-off. Traders are closely monitoring the stock's volatility and the potential impact of Musk's leadership narrative on price action, as high options volume suggests participants are positioning for a significant move in either direction.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It operates through the following segments: Uranium, Rare Earth Elements (REE), and Heavy Mineral Sands (HMS). The uranium segment engages in conventional and ISR uranium extraction, recovery and sales of uranium from mineral properties and the recycling of uranium-bearing materials generated by third parties along with the exploration, permitting and evaluation of uranium properties in the U.S. The REE segment is engaged in the company’s initiatives to progress towards full REE separation capabilities at the Mill to produce both light and heavy separated REE oxides in the coming years. The HMS segment engages in the exploration, development and recovery of HMS at the Kwale Project, Bahia Project, Vara Mada Project and the company’s equity method investments in the Donald Project JV and Tate. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels is trending as investors debate the impact of a recent major acquisition intended to integrate its uranium and rare earth operations into a complete mine-to-magnet supply chain. While some community members highlight the potential for long-term growth driven by U.S. government support and defense-related demand, others are expressing significant frustration over recent stock performance and the dilutive effect of the company's expansion strategy.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is seeing heightened market attention following a strong Q2 earnings beat, record revenue growth driven by AI-related demand for Indium Phosphide (InP) substrates, and new long-term supply agreements with industry leaders. While the community is actively debating the stock's potential for a major short squeeze and future gains, discussion is tempered by concerns over high volatility, export permit risks, and the stock's significant pullback from its previous highs.

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$MNRO Sigh, at this point it’s only worth about $15–18 as a buyout. I probably should’ve sold it earlier. Looking back, the opportunity cost of holding it has been pretty high.

The Redheaded Trader

Personalizit 1

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Monro Inc

 Sigh, at this point it’s only worth about $15–18 as a buyout. I probably should’ve sold it earlier. Looking back, the opportunity cost of holding it has been pretty high.

Harry Lai

@Harrysamuel92 I was hoping for at least $20. I don&#39;t think Icahn is interested any more, having sold Pep Boy.

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 I was hoping for at least $20. I don't think Icahn is interested any more, having sold Pep Boy.

@Personalizit1 Yes, I don’t think he’ll acquire it. He may be stuck between a rock and a hard place at this point. I’d just keep an eye on when he starts selling his stake. I don’t think he or Gabelli expected the company to be this sensitive to inflation, or that the negative consequences of its aggressive acquisitions in the past would be this significant.

 Yes, I don’t think he’ll acquire it. He may be stuck between a rock and a hard place at this point. I’d just keep an eye on when he starts selling his stake. I don’t think he or Gabelli expected the company to be this sensitive to inflation, or that the negative consequences of its aggressive acquisitions in the past would be this significant.