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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending after reporting strong earnings and robust cloud growth. However, its substantial capital expenditure guidance for AI infrastructure is sparking a community-wide debate on whether it signals long-term AI leadership or an over-investment.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is trending following better-than-expected Q4 revenue and quarterly GAAP profitability, driven by strong growth in Snapchat+ subscriptions and advertiser engagement. While many in the community anticipate a significant rally given these improved fundamentals and an authorized stock buyback, others remain cautious about the stock's subdued immediate price reaction and slightly lower Q1 guidance.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending after reporting strong earnings, driven by nearly 50% growth in Google Cloud and the surging valuation of Waymo, signaling broad success in AI and diverse business segments. The community is actively discussing the company's aggressive 2026 capital expenditure forecast for AI and data centers, with many viewing it as a commitment to future growth while others eye potential cost implications across the sector.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is trending amid intense bearish pressure and widespread FUD, including unverified claims connecting it to the 'Epstein files' and concerns over potential MicroStrategy liquidations. The community is sharply divided between those predicting further significant drops and others who view current levels as a major buying opportunity during extreme oversold conditions.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as Alphabet's substantial 2026 capital expenditure guidance, primarily for AI infrastructure and TPUs, is widely seen as a massive catalyst for Broadcom's custom silicon and networking solutions. The community is buzzing with bullish sentiment, anticipating durable revenue growth from hyperscalers' AI buildouts.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is trending after reporting strong earnings and raising its outlook, which initially sent the stock soaring. However, a dramatic reversal from its after-hours gains has left the community confused and frustrated, with many questioning the sudden drop and attributing it to market dynamics, while a significant portion of investors are viewing it as a prime buying opportunity.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is actively trending following its earnings report, sparking a debate among investors who are weighing its strong long-term AI and robotics potential, highlighted by its new Physical AI division, against its demanding valuation and ongoing speculation regarding SoftBank's shareholdings.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending as investors eagerly await its upcoming earnings report, debating whether robust AWS performance and substantial AI investments will overcome concerns about rising capital expenditures that have impacted other major tech companies.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending amidst heightened volatility, characterized by daily "V-shaped" recoveries and community discussion of market manipulation, as the market weighs a tech sector sell-off against Google's recent earnings, which are now a critical factor for overall market direction.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is generating buzz after reporting strong Q1 results but providing cautious Q2 guidance, citing a temporary global memory chip shortage impacting smartphone demand; the community is actively debating whether this is an overreaction, emphasizing Qualcomm's strategic growth in AI, automotive, and PC markets amidst broader semiconductor sector volatility.

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$HELE If the supreme court votes down tariff this spikes to $26-30 immediately IMHO.  Not saying it will happen but the Polymarket is right far more often than wrong on big items like this and odds are currently ~75% against tariffs.  Supreme court lists an &quot;Announcement of Opinions&quot; for Wednesday, Jan 14.  If not tomorrow, than it will likely be at the Jan 21 or 27 sitting.  Hold on to your hats since things on going to move  fast on the verdict.

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Helen of Troy Ltd

 If the supreme court votes down tariff this spikes to $26-30 immediately IMHO.  Not saying it will happen but the Polymarket is right far more often than wrong on big items like this and odds are currently ~75% against tariffs.  Supreme court lists an "Announcement of Opinions" for Wednesday, Jan 14.  If not tomorrow, than it will likely be at the Jan 21 or 27 sitting.  Hold on to your hats since things on going to move  fast on the verdict.

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Qifu Technology Inc - ADR

Lufax Holding Ltd - ADR

Cheer Holding

JohnTill

And if you are curious - Polymarket has it has slight better than a coin flip this comes out tomorrow.

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Centene Corp.

Datavault AI Inc.

Nuburu Inc - Ordinary Shares - Class A

Davis Commodities Ltd.

Bitmine Immersion Technologies Inc

Fiserv, Inc.

Timothy Profumo

@JohnTill how do you not go crazy losing money everyday in this stock?

 how do you not go crazy losing money everyday in this stock?

@Curlytoptim19 Huh?  I just start the position recently at 18.49 specifically for the tariff issue.  So not losing money just yet and up a touch for now.  I personally like the risk/reward right here and added a few more today at 18.50.  We shall see.

 Huh?  I just start the position recently at 18.49 specifically for the tariff issue.  So not losing money just yet and up a touch for now.  I personally like the risk/reward right here and added a few more today at 18.50.  We shall see.

@JohnTill ohhhh I didn’t know. My average is 19. I hope to make a profit here

 ohhhh I didn’t know. My average is 19. I hope to make a profit here

Hamilton Beach Brands Holding Co - Ordinary Shares - Class A

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XI_JINPING_BOUGHT_BABA

@Curlytoptim19 All my tariff plays are rocking at close.  Locking in just a few just in case but lots of buffer now.

 All my tariff plays are rocking at close.  Locking in just a few just in case but lots of buffer now.

@JohnTill I sold out and am reentering under 19.50 tommorrow

 I sold out and am reentering under 19.50 tommorrow

@JohnTill the announced tariffs for Greenland certainly does not help him in front of the Supreme Court ruling. Thinking Roberts and Kavanaugh will join the liberal bloc in voting against based on November hearings. Haven&#39;t looked too much into this ticker but how come a 50% gap up is your PT? this has been trading like a dog lately

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 the announced tariffs for Greenland certainly does not help him in front of the Supreme Court ruling. Thinking Roberts and Kavanaugh will join the liberal bloc in voting against based on November hearings. Haven't looked too much into this ticker but how come a 50% gap up is your PT? this has been trading like a dog lately

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Sound Group Inc

swae82

@swae82 I think the up to 50% pop will be a knee-jerk and retract so I plan to be very quick.  Tariff&#39;s are estimated to cost HELE $50-60 million this year plus costs for supply chain movement.  So non-tariffs would appear to be a 40%+ immediate jump in EPS.  I am well aware of all the issues with HELE for debt, product growth, etc. and playing this for the ruling along with a dozen other plays.

 I think the up to 50% pop will be a knee-jerk and retract so I plan to be very quick.  Tariff's are estimated to cost HELE $50-60 million this year plus costs for supply chain movement.  So non-tariffs would appear to be a 40%+ immediate jump in EPS.  I am well aware of all the issues with HELE for debt, product growth, etc. and playing this for the ruling along with a dozen other plays.

@JohnTill this one is also very closely held by institutions, 23mm shares out of 23mm shares outstanding per last 13f &amp; 10% short interest. could work in favor with such a tight float

 this one is also very closely held by institutions, 23mm shares out of 23mm shares outstanding per last 13f & 10% short interest. could work in favor with such a tight float

@JohnTill Are you still holding out for a tariff decision? It looks like the knife hasn&#39;t stopped falling yet!

 Are you still holding out for a tariff decision? It looks like the knife hasn't stopped falling yet!

JD.com Inc - ADR

Dingdong (Cayman) Ltd - ADR

Daniel Lowe

@dan2097 I sold in the 19s for some profit when the first decision did not come.  However, bought back at 16.90 (too soon).  So basically a little better than breakeven at this stage and back to holding.  You have to be quick in this market.  What would be nice is for them to put out a sale on a brand or two - or tariffs.  Either gets us well above $20 fast.

 I sold in the 19s for some profit when the first decision did not come.  However, bought back at 16.90 (too soon).  So basically a little better than breakeven at this stage and back to holding.  You have to be quick in this market.  What would be nice is for them to put out a sale on a brand or two - or tariffs.  Either gets us well above $20 fast.

@dan2097 Looks like that big 16.90 purchase was not so stupid after all (felt like it on Friday).  Given the tariff timing is going to take a few weeks I am just locked in 50% at 17.68 and gets my base cost down to 16.  So now it is about riding this up to $20+ on news or revisit below $16 and add back on further weakness.  Never a dull moment in this stock.

 Looks like that big 16.90 purchase was not so stupid after all (felt like it on Friday).  Given the tariff timing is going to take a few weeks I am just locked in 50% at 17.68 and gets my base cost down to 16.  So now it is about riding this up to $20+ on news or revisit below $16 and add back on further weakness.  Never a dull moment in this stock.