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PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending heavily as retail investors react to news that Advent International and Stripe have abandoned their buyout pursuit following valuation disagreements. The community is actively debating the company's standalone value, share buybacks, and whether management made the right call in rejecting the initial offer.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell shares dropped significantly following its earnings report and forward guidance, with retail investors expressing frustration over the sell-off despite strong multi-year revenue projections and AI sector momentum.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trading in focus following quarterly earnings that missed expectations and revealed a wider-than-expected net loss due to impairments from decommissioning bitcoin mining hardware, while the company highlighted rapid growth in its AI Cloud business and a new multi-year contract with an unnamed frontier AI lab. Community members are heavily debating the company's aggressive capital expenditures, dilution concerns, and future annual recurring revenue targets.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

Affirm Holdings is surging as investors cheer its robust Q4 financial results, highlighted by an earnings and revenue beat alongside an upbeat fiscal outlook, driving heavy retail discussion and price target raises across Wall Street.

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 shares are climbing as investors digest strong revenue guidance and a series of analyst price target upgrades, while community discussions heavily focus on its valuation relative to cybersecurity peers like CrowdStrike and ongoing acquisition speculation.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubrik is trading lower following a strong quarterly earnings report as investors react to high pre-earnings expectations and broader software sector pullback.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is trading higher as traders debate software valuations and the long-term impact of AI on cybersecurity demand.

Gap, Inc. operates as a global apparel retail company, which offers clothing, apparel, accessories, and personal care products for men, women, and children. The firm operates through the following segments: Gap Global, Old Navy Global, Banana Republic Global, Athleta, and Other. The Gap Global segment includes apparel and accessories for men and women under the Gap brand, along with the GapKids, BabyGap, GapMaternity, GapBody, and GapFit collections. The Old Navy Global segment offers clothing and accessories for adults and children. The Banana Republic Global segment provides clothing, eyewear, jewelry, shoes, handbags, and fragrances. The Athleta segment offers fitness apparel for women. The company founded by Donald G. Fisher and Doris F. Fisher in July 1969 and is headquartered in San Francisco, CA.

Gap, Inc.

Gap is jumping significantly after beating second-quarter earnings expectations and raising its full-year guidance, driven by strong comparable-sales growth in its namesake brand and a new leadership appointment.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MSTR is surging alongside a broader crypto market recovery as Bitcoin reclaims key technical levels, driving intense short-squeeze chatter and bullish retail sentiment.

Alnylam Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing novel therapeutics based on ribonucleic acid interference. The company was founded by Noble Laureate, David Bartel, Thomas Tuschl, Phillip Zamore, Paul R. Schimmel, and Phillip Allen Sharp on June 14, 2002, and is headquartered in Cambridge, MA.

Alnylam Pharmaceuticals Inc

Alnylam Pharmaceuticals is trending as the community discusses regulatory updates, upcoming clinical data, and competitive positioning within the RNAi therapeutics space.

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This is beyond strange an overnight no news event, no one should be feeling bad here and the “I told ya so’s” are well… you know. The only ones trading are $HOOD  this changes nothing going forward￼only means the company consumes more shares cheaper. We will be looking to add back at $48 and change.   99% portfolio conviction or was 😅 We always knew the gap fill at $48 was possible, seems strange that trading stopped right about 53.50 the break line to gap fill. Good news is, when it hit $57 sold our 10/26  $50 strike calls which been regretting until tonight 😳
The other good news is we took that call premium and initial investment and put it into $NOW so this coulda been worse for us. 🙏 Yup tomorrows gonna suck after getting our portfolio to record highs as we face our LT hold challenge $ENPH more money coming your way. Get fucked stay fucked Wall Street

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This is beyond strange an overnight no news event, no one should be feeling bad here and the “I told ya so’s” are well… you know. The only ones trading are 

  this changes nothing going forward￼only means the company consumes more shares cheaper. We will be looking to add back at $48 and change.   99% portfolio conviction or was 😅 We always knew the gap fill at $48 was possible, seems strange that trading stopped right about 53.50 the break line to gap fill. Good news is, when it hit $57 sold our 10/26  $50 strike calls which been regretting until tonight 😳
The other good news is we took that call premium and initial investment and put it into 

 so this coulda been worse for us. 🙏 Yup tomorrows gonna suck after getting our portfolio to record highs as we face our LT hold challenge 

 more money coming your way. Get fucked stay fucked Wall Street