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Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox is facing intense market volatility and significant analyst downgrades following a weak bookings guidance reset and the disruptive impact of its new age verification rollout. The community remains deeply polarized, with many investors debating whether the current selloff offers a buying opportunity in a sticky platform or if persistent safety concerns and slowing growth justify further downside.

Cue Biopharma, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of immunotherapies to treat cancer and autoimmune diseases. Its products include CUE-400 series (autoimmune diseases), CUE-500 series (targeted cell depletion), and CUE-100 series (Oncology). The company was founded by Ronald D. Seidel III, Steven Almo, and Rodolfo Chaparro on December 31, 2014 and is headquartered in Boston, MA.

Cue Biopharma Inc

Cue Biopharma is trending following the announcement of a $30 million private placement and a new licensing deal for an anti-IgE asset, which has triggered intense speculation regarding its potential for a short squeeze among retail traders. While some investors are highlighting the company's clinical pipeline and low float as catalysts for a major rally, others remain skeptical, pointing to the effective offering price and potential dilution risks.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk (SNDK) is facing intense market volatility following a blowout earnings report that shattered expectations, yet triggered a sell-the-news reaction as investors digest the stock's massive year-to-date rally. The community is actively debating the sustainability of this growth, with many focused on a newly announced share buyback program as a sign of management's confidence in an undervalued stock, while others warn of potential exhaustion after a parabolic move.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical is experiencing strong momentum as investors anticipate the upcoming pancreatic cancer data presentation at Digestive Disease Week, which serves as a major catalyst for the stock. Community members are actively discussing the company's clinical progress, recent trial expansions, and the expectation that these milestones will drive the share price significantly higher.

Akanda Corp. is a cannabis cultivation, manufacturing, and distribution company, which engages in the provision of premium quality and ethically sourced medical cannabis products to patients. The company cultivates and processes natural cannabis at facilities in the Kingdom of Lesotho, Africa and intend to supply medicinal-grade cannabis biomass, cannabis flower, and cannabis concentrates to wholesalers. It also imports and sells medical cannabis-based products. The company was founded on July 16, 2021 and is headquartered in New Romney, the United Kingdom.

Akanda Corp

Akanda Corp is experiencing a parabolic rally driven by a micro-float and extreme short squeeze conditions, with borrowing fees near 1000% fueling retail excitement. The community is actively debating the stock's potential to reach triple digits, while cautioning that the lack of fundamental catalysts creates a highly volatile environment prone to rapid corrections.

Senseonics Holdings, Inc. is a medical technology company, which engages in the development and manufacture of glucose monitoring products. Its primary product is the brand Eversense CGM (continuous glucose monitoring) including sensors, smart transmitters, and mobile applications. The company was founded on June 26, 2014 and is headquartered in Germantown, MD.

Senseonics Holdings Inc

Senseonics Holdings is facing intense downward pressure and community criticism following the announcement of an $80 million capital raise through a common stock and pre-funded warrant offering. Investors are actively debating the company's management execution and the potential for further dilution, as the stock struggles to find footing amidst recurring concerns over the firm's long-term business model.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is seeing significant movement and heavy community discussion as investors anticipate a major earnings print, with many debating whether the companys monetization of user data and community engagement will lead to a breakout or a post-earnings sell-off. Bulls are highlighting recent top and bottom-line growth as evidence of a maturing ad engine, while bears remain focused on potential user growth stagnation and the volatile historical reaction to the stock's previous quarterly results.

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 following a major $950 million patent settlement that removes significant litigation overhang and allows investors to refocus on its promising oncology and respiratory pipeline. Community sentiment is highly energized as institutional accumulation grows, with many traders anticipating that the resolution of these legal hurdles paves the way for further upside momentum.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riot Platforms is trending as investors focus on the company's strategic pivot into an AI-focused data center operator, underscored by a notable revenue beat and an expanded 50MW capacity deal with AMD. While some community members remain cautious about sector-wide volatility and miner profitability, others are actively discussing a potential short squeeze fueled by significant short interest and long-term data center growth.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is attracting significant investor attention following a powerful earnings report where it beat revenue expectations and raised guidance, highlighting the success of its AI-driven Athena platform. The community is actively debating the stock's potential for a short squeeze and its long-term growth prospects, with many bulls emphasizing its consistent beat-and-raise history as evidence of strong operational execution.

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$SMCI thoughts for discussion. this is heavy on assumptions and guesswork. realizing the federal agencies have broad discretion over potential fines here. I instructed Grok to assume the absolute worst then estimate total potential fines if SMCI was directly involved. (so far in real life it looks like they are NOT involved and in real life it looks like they identified the target company to the government and sought help assessing it) anyways I then had Grok compare the fines to those of $AMAT  but AMAT’s COGS includes their own overhead so their margins are well beyond their strict COGS from external sources. 

The reality of SMCI’s business model, markup, margin and COGS is drastically different. I can’t imagine a government who thinks the servers themselves are essential technology putting such a company at mortal risk. So folks estimating 2X transaction cost when 94% of that goes directly back to NVDA are being unrealistic. Note I also assumed VSD credits.

$SMCI a similar fine that Grok mentioned was $STX and looks like the government has precedent assessing fines for lower margin companies to wipe out ONLY the profits on the trabsaction(s). Which is what I would expect if SMCI received any fine. Also with VSD and cooperation credits many low margin companies have fines mitigated or remediated.  So for 1 , SMCI was NOT indicted or charged and 2, they helped the government identify the spoof company. I do not believe they will end up getting fined for this. THE MARKET HAS MISPRICED THE RISK. The estimates that I am seeing for potential fines in excess of $2.5BN-$5BN are RIDICULOUSLY   overpriced and nonsensical. Buy the dip!!!!!!!!

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Every bull is sweating when the sweat is nearing to getting wiped away.  Just a little more sweat and every bull will be happy and celebrating,

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Applied Materials Inc.

 thoughts for discussion. this is heavy on assumptions and guesswork. realizing the federal agencies have broad discretion over potential fines here. I instructed Grok to assume the absolute worst then estimate total potential fines if SMCI was directly involved. (so far in real life it looks like they are NOT involved and in real life it looks like they identified the target company to the government and sought help assessing it) anyways I then had Grok compare the fines to those of 

  but AMAT’s COGS includes their own overhead so their margins are well beyond their strict COGS from external sources. 

The reality of SMCI’s business model, markup, margin and COGS is drastically different. I can’t imagine a government who thinks the servers themselves are essential technology putting such a company at mortal risk. So folks estimating 2X transaction cost when 94% of that goes directly back to NVDA are being unrealistic. Note I also assumed VSD credits.