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Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is trending following a strong quarterly earnings report featuring revenue growth that beat analyst expectations and raised full-year guidance, fueled by accelerating enterprise adoption of its AI-powered features. Community sentiment is heavily focused on a potential short squeeze, with investors highlighting significant short interest and arguing that the companys strong net dollar retention and essential role in design workflows prove its long-term value despite broader market concerns about AI competition.

Trio-Tech International engages in the provision of third-party semiconductor testing and burn-in services. It operates through the following segments: Semiconductor Back-End Solutions (SBS) and Industrial Electronics. The SBS segment is focused on the sale of burn-in and reliability test equipment used in the back-end manufacturing processes of semiconductors. Its equipment includes burn-in systems, burn-in boards, and related equipment that is used in the testing of structural integrity of integrated circuits. The Industrial Electronics segment consists of designing, manufacturing, and distributing a range of tests, processes, and other equipment used in the manufacturing processes of customers in various industries in the consumer and industrial market. The company was founded in 1958 and is headquartered in Los Angeles, CA.

Trio-Tech International

Trio-Tech International is trending as investors highlight its impressive revenue growth and positioning within the AI GPU and EV semiconductor reliability testing sectors. The community is actively debating the company's valuation gap relative to more established peers, with many viewing it as an undervalued play as it expands its capacity in Malaysia to meet rising demand.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as investors digest news of the company exploring new AI startup acquisitions to diversify its strategy beyond OpenAI, while the community intensely debates its recent price consolidation and potential for a rotation out of overextended semiconductor stocks. Many are focused on key technical levels, closely monitoring whether the stock can break out of its current range and sustain momentum amid ongoing discussions about its long-term enterprise value.

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 trending as the stock hits new all-time highs, fueled by an upward price target revision from Evercore ISI and significant institutional buying activity. Community sentiment is sharply divided, with bulls pointing to the strength of the company's ecosystem and services expansion, while some bears express caution regarding valuation, potential legal friction over AI partnerships, and historical patterns of volatility following analyst upgrades.

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 Space Station is seeing a sharp surge in market interest, driven by a recent capital injection from its founders and broader positive sentiment surrounding crypto-linked assets. Community members are actively debating the sustainability of this rally, with intense discussion around high short interest and the potential for a short squeeze as investors weigh the company's recent earnings results against ongoing legal headwinds.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Run Inc. is seeing significant trading activity following its de-SPAC transition and the announcement of a strategic partnership with CDW, with investors highlighting its potential as an undervalued AI infrastructure play compared to peers like Nebius. The community is actively debating the stock's tight share structure, lack of shareholder redemptions, and future revenue contracts, with many focusing on its performance as an NVIDIA-certified cloud partner.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

The iShares Silver Trust is experiencing significant volatility and trading interest, driven by a combination of industrial demand for AI infrastructure and speculation regarding global supply chain constraints. Community discourse is highly polarized, with many traders debating whether this movement represents a sustainable breakout supported by structural scarcity or another cyclical shakeout influenced by broader macroeconomic tensions.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

Investors are expressing significant frustration with Bitmine Immersion Technologies due to its continued underperformance and stagnant price action compared to broader market gains, despite ongoing crypto market volatility. Community sentiment is deeply divided, with some participants citing dilution concerns and skepticism toward CEO Tom Lee's bullish forecasts, while others remain committed to the long-term potential of the company's Ethereum staking strategy and upcoming regulatory catalysts.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is currently facing market volatility as investors weigh the bipartisan Senate Banking Committee's advancement of the CLARITY Act against broader inflationary concerns and cautious trading sentiment. While some market participants anticipate that this regulatory framework will eventually catalyze institutional adoption, others remain focused on technical resistance levels and short-term price pressure.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

Investors are actively debating TLT's role as a safe haven amid surging oil prices, sticky inflation, and escalating geopolitical tensions that are pushing long-term Treasury yields toward critical resistance levels. The community remains deeply divided between those accumulating bonds in anticipation of a potential economic downturn and those wary of structural deficits and the broader trend of rising rates.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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Apple Inc.

Tesla Inc

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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🔍 𝗗𝗢𝗗𝗚𝗘 &amp; 𝗖𝗼𝘅 13𝗙 is 𝗢𝗨𝗧🔎  
  
Most notable portfolio changes:  
  
𝗡𝗲𝘄 𝗟𝗔𝗥𝗚𝗘 Position: $NVO   
𝗔𝗱𝗱𝗲𝗱 20-40% 𝗺𝗼𝗿𝗲: $HPQ  and $BKNG  
Heavily 𝗕𝗢𝗢𝗦𝗧𝗘𝗗: $MELI   
𝗥𝗲𝗱𝘂𝗰𝗲𝗱 by 35%: $FDX  
Almost SOLD out: General Electric 
  
Dodge&#39;s portfolio is up 44.79% in past 3 years  
 
Source: https://hedgefollow.com/funds/Dodge+-And-+Cox

Heatmaps of the top 13f holdings and a list of the largest trades made by Dodge & Cox, the hedge fund managed by Dodge & Cox.

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Dodge & Cox Portfolio | Dodge & Cox 13F Holdings & Trades

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Novo Nordisk A/S

HP Inc

Booking Holdings Inc

MercadoLibre Inc

Fedex Corp

. 
🔍 𝗗𝗢𝗗𝗚𝗘 & 𝗖𝗼𝘅 13𝗙 is 𝗢𝗨𝗧🔎  
  
Most notable portfolio changes:  
  
𝗡𝗲𝘄 𝗟𝗔𝗥𝗚𝗘 Position: 

   
𝗔𝗱𝗱𝗲𝗱 20-40% 𝗺𝗼𝗿𝗲: 

  
Heavily 𝗕𝗢𝗢𝗦𝗧𝗘𝗗: 

   
𝗥𝗲𝗱𝘂𝗰𝗲𝗱 by 35%: 

  
Almost SOLD out: General Electric 
  
Dodge's portfolio is up 44.79% in past 3 years  
 
Source: 