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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 currently under heavy selling pressure as investors react to a new $1 billion convertible note offering that has sparked significant dilution concerns. While long-term bulls remain focused on the company's satellite deployment milestones and strategic partnerships, the community is actively debating the timing of this capital raise given the stock's recent price volatility.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is facing significant downward pressure following the pricing of a $125 million convertible note offering, which has sparked intense community debate over potential dilution versus the necessity of funding multi-billion dollar AI infrastructure contracts. While bearish investors point to the company's history of capital raises and lack of institutional ownership as red flags, bullish supporters argue the pullback is an overreaction and represents a strategic buying opportunity for those betting on the company's long-term execution of sovereign-scale AI projects.

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 currently trending due to reports of a joint $53 billion acquisition bid from Stripe and Advent International, sparking intense community debate over whether the proposed price is an opportunistic lowball offer or a welcome exit for long-term investors. Shareholders and traders are actively discussing the potential for a bidding war, the stock's intrinsic value, and the possibility of management rejecting the deal to pursue an independent turnaround.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Taiwan Semiconductor is trending as investors aggressively position for a highly anticipated earnings report, with the community closely tracking AI-driven revenue growth, advanced packaging capacity, and capital expenditure guidance. Market sentiment remains focused on whether the company's stellar revenue surge can provide a tailwind to the broader semiconductor ecosystem or if elevated expectations and geopolitical risks will trigger a correction.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

United Airlines is trending following reports that CEO Scott Kirby floated a potential merger with American Airlines, sparking widespread community debate over regulatory hurdles, competitive impact, and industry consolidation. Investors and traders are actively analyzing whether such a massive tie-up could be cleared by antitrust authorities or if it represents a strategic reach amidst ongoing sector challenges.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is seeing increased bullish activity as investors rotate into the healthcare sector, with analysts recently raising price targets citing improving Medicare Advantage margins and operational momentum ahead of earnings. Community sentiment is shifting toward a strong recovery narrative as the stock hits new highs, with discussions focused on its resilience as a defensive powerhouse compared to broader market volatility.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors monitor high-profile institutional and political commentary alongside technical consolidation, following an aggressive run driven by enterprise AI infrastructure demand. Community sentiment remains polarized, with active debates focused on whether the current price action reflects sustainable growth in server and hardware backlogs or an overextended valuation following a period of intense insider and political spotlight.

Electrovaya, Inc. is a lithium-ion battery technology and manufacturing company. engages in designing, developing, and manufacturing proprietary lithium-ion batteries, battery systems, and battery-related products for energy storage, clean electric transportation, and other specialized applications. The firm's businesses include lithium-ion batteries to power MHEVs including forklifts and Automated Guided Vehicles, as well as accessories such as battery chargers to charge the batteries; electromotive power products for electric trucks, electric buses and other transportation applications; industrial products for energy storage; and specialty applications which require complex power solutions, including competencies in building systems for third parties. The company was founded by Sankar Das Gupta in September 1996 and is headquartered in Mississauga, Canada.

Electrovaya, Inc.

Electrovaya is trending after announcing a commercial relationship and warrant agreement with Amazon, which aims to expand the use of its Infinity battery technology into areas like material handling and robotics. Investors are actively discussing the potential for long-term growth from this partnership, while simultaneously weighing the risks of share dilution and the stock's recent volatility.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is currently trading near 52-week lows, with community discourse divided between investors viewing the drop as a low-risk entry point for a defensive staple and skeptics who argue the brand is losing market share due to pricing strategies and changing consumer habits. The stock's performance has significantly lagged the broader market rally, leading to active debate over whether this represents a long-term turnaround opportunity or an ongoing decline in the face of increased competition.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is facing a massive sell-off as a negative pre-announcement regarding software revenue and shifting enterprise spending patterns triggers its worst single-day drop in decades. The community is sharply divided, with many debating if this represents a fundamental structural decline or a dramatic overreaction creating a long-term buying opportunity.

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$ABT $MKC $PRMW $KBR  my value plays. anyone have thoughts on em

Judith

Anson Le

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Abbott Laboratories

McCormick & Co., Inc. - Ordinary Shares (Non Voting)

Primo Water Corporation

KBR Inc

  my value plays. anyone have thoughts on em

Jamoke13

@Jamoke13 great time to get into all of these names. Dont let emotions of the AI tech bubble skew your view - it’s a great time to be buying these right now, and when the bubble pops you’ll be glad you did.  Lots of solid names down big simply because capital has FOMO of missing AI/tech trade. Be fearful when everyone else is greedy!

Brian

StockTwits for iOS

 great time to get into all of these names. Dont let emotions of the AI tech bubble skew your view - it’s a great time to be buying these right now, and when the bubble pops you’ll be glad you did.  Lots of solid names down big simply because capital has FOMO of missing AI/tech trade. Be fearful when everyone else is greedy!

@1212JM thank you.  been frustrating but I am patient. What are you top picks? I still have cash on the sideline and wondering when to deploy

 thank you.  been frustrating but I am patient. What are you top picks? I still have cash on the sideline and wondering when to deploy

@Jamoke13 I like $ABT at these prices. Once dilution (20 cent hit on EPS this year) clears up by next year guidance should be really positive. I am shooting for $160. 

I also really like $NOW  - one of the few companies that is high growth, priced really nicely, and is actually making AI profitable by selling to SandP 500 companies. Most other AI:tech names are only making money from each other, not actual customers. When bubble pops you won’t want to be in those. NOW is positioned well because they have profitable product and are able to use AI in a way that large companies can still follow - think of them as a Jacked up version of Saleforce.

ServiceNow Inc

 at these prices. Once dilution (20 cent hit on EPS this year) clears up by next year guidance should be really positive. I am shooting for $160. 

I also really like 

  - one of the few companies that is high growth, priced really nicely, and is actually making AI profitable by selling to SandP 500 companies. Most other AI:tech names are only making money from each other, not actual customers. When bubble pops you won’t want to be in those. NOW is positioned well because they have profitable product and are able to use AI in a way that large companies can still follow - think of them as a Jacked up version of Saleforce.

@1212JM I like it.  I am familiar with NOW.  I do think pockets of saas are undervalued for sure.  I am a little worried and do think companies and their AI engineers could potentially code a custom case management system.  A full on CRM a little harder to code imo.  But a ticket management system could be replaced and automated.   That is what worries me about ServiceNow.

 I like it.  I am familiar with NOW.  I do think pockets of saas are undervalued for sure.  I am a little worried and do think companies and their AI engineers could potentially code a custom case management system.  A full on CRM a little harder to code imo.  But a ticket management system could be replaced and automated.   That is what worries me about ServiceNow.

@Jamoke13 $KBR has $32 billion backlog which is record high, annual revenue and profit is very high as well, revenue is down a little which is why stock is down now, but when you look at their historical PE of 20 and see them under 10 now with a solid future, you gotta scoop it up…

 has $32 billion backlog which is record high, annual revenue and profit is very high as well, revenue is down a little which is why stock is down now, but when you look at their historical PE of 20 and see them under 10 now with a solid future, you gotta scoop it up…

Justin Clemins

@Jamoke13 I have them valued at around $70 per share.  They went over $70 in 2024 on the run, better setup now imo

 I have them valued at around $70 per share.  They went over $70 in 2024 on the run, better setup now imo