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QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO Inc. is seeing intense investor activity as the company finalizes its high-profile acquisition of TopBuild, a move that the community largely views as an accretive step toward industry consolidation. While traders are closely monitoring share dilution and the mechanics of the merger, long-term investors are expressing confidence in CEO Brad Jacobs' ability to execute his roll-up strategy and generate scale within the fragmented building products sector.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is seeing significant momentum as institutional capital rotates into Chinese equities, fueled by a potential reprieve from U.S. Pentagon restrictions and optimism around cloud-based AI growth. The community remains highly active, debating whether this strength signals a sustainable structural reversal or a tactical opportunity in what many investors view as a deeply undervalued sector.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is trending as investors debate the impact of potential new chip sales to Chinese AI firms, while the stock grapples with significant overhead resistance near $200. The community remains deeply divided, with bulls pointing to long-term infrastructure demand and institutional buy-in, while bears express skepticism about recent price action and broader sector volatility.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is seeing significant volatility and intense trading interest following the expansion of its partnership with Brookfield from $5 billion to $25 billion to fund power solutions for AI data centers. Investors and the community are actively debating whether this headline-driven surge and the company's critical role in the AI power bottleneck justify a long-term re-rating or represent a tactical 'sell-the-news' opportunity.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is rallying as investors digest its involvement in a new AI data center reference architecture developed with industry giants like Nvidia and Siemens. The stock is seeing heavy volume and strong community sentiment, with many participants viewing it as a critical infrastructure play that addresses the growing power and reliability bottlenecks inherent in scaling AI compute.

LightPath Technologies, Inc. engages in the design, development, manufacture, and distribution of optical and infrared components. Its products include molded glass and assemblies, infrared molded lenses, diamond turned, conventional ground and polished ground lenses and assemblies, and collimator assemblies, which are used in applications involving light detection and ranging technology. The firm supports a range of customers in the field of industrial, laser, defense, medical, telecommunications, and instrumentation. The company was founded in1985 and is headquartered in Orlando, FL.

Lightpath Technologies, Inc. - Ordinary Shares - Class A

Lightpath Technologies is attracting significant investor attention following a surge in volume and a rebound off key support levels, fueled by growing community speculation regarding potential government defense contracts and the company's strategic position in the infrared optics supply chain. Investors are actively discussing the stock's role as a domestic alternative to foreign-sourced materials and its integration into next-generation counter-drone and aerospace platforms.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is trending as market participants weigh renewed geopolitical tensions in the Strait of Hormuz against reports of potential diplomatic talks. Community discussion is sharply divided between traders betting on a significant energy supply shock and those monitoring bearish signals, including inventory data and the ongoing impact of broader geopolitical volatility.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Penguin Solutions is rallying as the market increasingly recognizes its role as a key AI infrastructure partner, fueled by its specialized status in high-scale AI factory buildouts. Investors are closely tracking the company's strong earnings momentum and the broader AI demand cycle, with many community members debating whether current price levels reflect long-term potential or if the stock is poised for further valuation repricing as infrastructure demand expands.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending as investors react to the company's active drilling campaign at the Tanbreez project and ongoing developments surrounding a strategic merger and Greenland supply chain initiatives. Community discourse is heavily divided between frustrated retail investors concerned about stock volatility and long-term believers who are closely monitoring potential government backing and the project's long-term rare earth capacity.

American Bitcoin Corp. engages in the management of a bitcoin accumulation platform. It offers exposure to bitcoin through an industry-first business model that integrates scaled self-mining operations with disciplined accumulation strategies. The company was founded by Eric Trump and Donald John Trump Jr. on October 3, 2018 and is headquartered in Miami, FL.

American Bitcoin Corp. - Ordinary Shares - Class A

American Bitcoin Corp.

American Bitcoin Corp. is facing intense community scrutiny as investors react to a proposed reverse stock split and ongoing debates regarding the company's financial transparency and management's connection to the Trump family. While some traders view the current volatility as a potential entry point for a short squeeze alongside Bitcoin's market performance, others are actively warning of dilution risks and comparing the stock to historical pump-and-dump patterns.

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$GRPN More like $CVNA restructuring recovery and squeeze is coming imho 

Here is what Groupon is doing:

* Workforce reduction (~25%)
    * Groupon is eliminating up to 400 positions globally, affecting employees and contractors.
    * Most reductions are expected to be completed by the end of Q3 2026.
    * The restructuring will cost approximately $7–13 million in severance and related charges.  
* Major AI transformation
    * The company is rebuilding internal operations around artificial intelligence.
    * AI is being deployed across:
        * engineering and software development,
        * merchant onboarding,
        * customer support,
        * internal workflows,
        * automation of repetitive business processes.

adopting AI as part of this transition.  
        * reducing operating costs,
        * increasing automation
        * accelerating product development with AI.

MADE YOU LOOK

Mark Gilbert

Pikersville

$CVNA $GRPN in addition, GRPN has about 60% of float sold short and about 170% combined ownership

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Groupon Inc

Carvana Co.

 restructuring recovery and squeeze is coming imho 

Here is what Groupon is doing:

* Workforce reduction (~25%)
    * Groupon is eliminating up to 400 positions globally, affecting employees and contractors.
    * Most reductions are expected to be completed by the end of Q3 2026.
    * The restructuring will cost approximately $7–13 million in severance and related charges.  
* Major AI transformation
    * The company is rebuilding internal operations around artificial intelligence.
    * AI is being deployed across:
        * engineering and software development,
        * merchant onboarding,
        * customer support,
        * internal workflows,
        * automation of repetitive business processes.

adopting AI as part of this transition.  
        * reducing operating costs,
        * increasing automation
        * accelerating product development with AI.