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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 is currently under intense selling pressure as investors weigh concerns about enterprise AI competition against the company's strong fundamentals and established data infrastructure moat. The community is sharply divided, with bearish traders citing a high valuation and speculative fears of market share displacement, while long-term bulls are viewing the volatility as a buying opportunity and dismissing recent negative commentary as temporary noise.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing significant momentum driven by high-profile partnerships with Google and Musk's Terafab project, leading the community to discuss its potential for a long-term turnaround and re-pricing phase. While some traders are expressing concern over potential overvaluation and cooling-off periods, many bullish participants remain focused on the company's strategic pivot toward domestic chip manufacturing as a catalyst for sustained growth.

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 is trending as investors aggressively bid up the stock amidst a broader rally in AI infrastructure and memory sector plays, fueled by optimism over cooling geopolitical tensions and significant price target hikes from major analysts. The community remains deeply divided, with bulls pointing to the AI memory 'supercycle' and potential for a stock split, while vocal bears argue the current valuation is a disconnected, unsustainable bubble ripe for a sharp reversal.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is facing intense downward pressure as institutional investors and short sellers lean into a narrative that agentic AI could disrupt or replace legacy SaaS business models. Despite these fears, many in the community view the current price drop as a generational buying opportunity, arguing that ServiceNow's deep enterprise integration and adoption of AI assistants like Now Assist make it a long-term winner rather than a casualty of the tech transition.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending as investors reassess its growth prospects following recent quarterly earnings and a strategic push into agentic AI security through partnerships with IBM and Perplexity. While the community remains divided over whether AI represents a disruptive threat or an infrastructure tailwind for cybersecurity moats, many are actively monitoring the stock's consolidation near key technical levels as traders weigh long-term demand against short-term valuation pressures.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake Inc. is experiencing intense volatility and downward pressure as the software sector navigates concerns over AI-driven disruption and potential market share erosion from emerging competitors like Anthropic. While some investors view the current price action as an overreaction and a long-term entry point into a data infrastructure essential, others are actively debating whether traditional SaaS business models can survive the aggressive pivot toward agentic AI tools.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is seeing intense volatility and heavy retail debate as investors weigh the company's mixed revenue results against its record backlog and forward-looking guidance on AI chip demand. While the stock has experienced a significant run-up, traders remain polarized between those betting on long-term infrastructure bottlenecks in silicon photonics and others warning of a potential correction due to weak current earnings and dilution risks.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors weigh its role as a high-growth AI infrastructure player amid broader geopolitical uncertainty. The stock is seeing significant attention from a community largely focused on its strategic AI partnerships, potential for short squeezes, and its position as a key play in the burgeoning neocloud sector.

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 digital video compact disc player, 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

TSM is trending as investors weigh strong AI-driven demand and expansion plans against geopolitical risks and supply chain bottlenecks, particularly in power and helium access. The community is actively debating the company's valuation compared to domestic competitors and analyzing the implications of evolving foundry partnerships in the semiconductor sector.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscaler is experiencing extreme market volatility as investors weigh robust earnings performance against ongoing fears that advanced AI models could disrupt traditional cybersecurity architectures. While some traders are aggressively shorting the stock, citing high valuations and lingering software-sector pessimism, others argue that increasing global threats make Zscaler's zero-trust infrastructure more essential than ever for enterprise security.

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$HOOD https://youtu.be/_xT2z2vNVp0?si=JAzuhZRfFN0wuTP4 
Amazon is my first pick @ 60% 
SofI @ 25% 
Hood @ 15%

Markets are reacting to war, oil, and uncertainty - but that hasn't changed the conviction behind this trade. This is a high-stakes bet centered around Amazon, AI, and long-term positioning, even while everything feels unstable. In this video, we walk through the thinking, the risks, and why the strategy hasn't changed.