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Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celesticas Q3 earnings beat and raised outlook are driving discussion, with traders pointing to robust AI-infrastructure and hyperscaler demand. Many see the results as bullish, while others are frustrated that the shares sold off sharply and speculate about shorting or unusual trading activity.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians slide to fresh 52-week lows has traders focused on whether its upcoming quarterly results and outlook can show improving margins and manageable cash burn as the R2 ramp progresses. Bulls cite strong recent deliveries and oversold conditions, while bears remain concerned about profitability and managements execution.

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 is under pressure alongside other neocloud stocks after Elon Musk warned that tighter debt markets could lead to failures and consolidation among AI infrastructure providers. Traders are split between fears over financing and heavy capital needs and the view that Nebius has sufficient funding and customer commitments to keep expanding.

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 drawing attention ahead of its quarterly results, with traders debating whether branded-checkout growth and margins can hold up and whether the recent weakness signals concern about the report. Some are bullish on a potential earnings rebound, while others focus on bearish options positioning; takeover and bank-charter chatter remains speculative.

Amkor Technology, Inc. engages in the provision of outsourced semiconductor packaging and test services. Its services include design, package characterization, test, and wafer bumping services. The company was founded in 1968 and is headquartered in Tempe, AZ.

AMKOR Technology Inc.

Amkors quarterly report and below-consensus outlook are driving attention, with traders weighing the earnings shortfall and softer next-quarter guidance against the companys growing AI and data-center packaging business. Reactions are split between concern about near-term results and buying interest based on valuation and the longer-term advanced-packaging opportunity.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Reports that Uber walked away from preliminary Instacart acquisition discussions are driving attention, with traders debating whether avoiding a potentially costly deal is positive or means missing a strategic opportunity in grocery delivery. The news drew a sharp reaction, though many also focused on Ubers persistent share-price weakness and upcoming earnings.

Whirlpool Corp. engages in the manufacturing and marketing of home appliances. Its products include home laundry appliances, refrigerators and freezers, cooking appliances, home dishwashers, and room air-conditioning equipment, mixers, and portable household appliances. The firm's brands include Whirlpool, KitchenAid, Maytag, Consul, Brastemp, Amana, Bauknecht, JennAir, and Indesit. It operates through the following geographical segments: Major Domestic Appliances (MDA) North America, Major Domestic Appliances (MDA) Latin America, Small Domestic Appliances (SDA) Global, and Others. The company was founded by Emory Upton, Fred Upton, and Louis C. Upton on November 11, 1911 and is headquartered in Benton Harbor, MI.

Whirlpool Corp.

Whirlpool is drawing attention after a steep third-quarter earnings miss and a sharp cut to its 2026 outlook, now projecting an ongoing loss rather than a profit. Traders are debating whether weak appliance demand, housing-market pressure and heavy debt leave room for a turnaround or deepen concerns about the companys financial health.

Maplebear, Inc. engages in the design and development of an online application that offers grocery delivery and pick-up services. The firm offers Instacart which enables users to connect with personal shoppers in the area who pick up and deliver groceries from local stores. The company was founded by Apoorva Mehta, Brandon Leonardo, and Max Mullen in 2012 and is headquartered in San Francisco, CA.

Maplebear Inc.

Instacart

Reports of DoorDash acquisition talks are driving attention, with traders reacting to the prospect of a sale and speculating about a takeover premium. The discussions remain unconfirmed as a definitive deal, and some traders caution that the talks could fall through.

XP, Inc. engages in the operation of technology-driven financial services platform. The firm provides customers with two principal types of offerings, financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients, and an open financial product platform providing access to over 800 investment products including equity and fixed income securities, mutual and hedge funds, structured products, life insurance, pension plans, real-estate investment funds (REITs) and others from XP, its partners and competitors. he company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

XP Inc - Ordinary Shares - Class A

XP plunged amid a broad selloff in Brazilian assets following Lula da Silvas election victory, as investors reacted to concerns about government spending and fiscal discipline. Traders are divided between calling the drop an overreaction and buying for a rebound, while others warn that political uncertainty could keep pressure on the shares.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USAR is drawing attention after a prolonged selloff, with traders pointing to weakness across speculative critical-minerals stocks and concerns about dilution, cash burn, production timelines, and management communication. Bulls call the shares oversold and cite government backing and the long-term domestic rare-earth supply-chain opportunity, while skeptics question whether the company can execute and generate meaningful revenue.

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$MGNI WAKE THE FUCK UP. Trillions of daily impressions are transitioning into a fully agentic, autonomous reality. The flywheel of parabolic growth is firing: on-premise infrastructure with costs of revenue approaching zero = CASH FLOW MACHINE 💸.
We are moving past simple automation into an Agentic Economy. Magnite’s system doesn&#39;t just execute; it learns. With every interaction, the AI agents optimize yield, refine targeting, and increase efficiency, creating a self-improving loop that leaves manual competitors in the dust.
&quot;Hi Claude, I want to capture market share.&quot;
Magnite’s platform is the critical layer connecting the world&#39;s most valuable inventory: Disney, Netflix, Spotify, Warner Bros. Discovery, Paramount Skydance, Samsung, Roku, Expedia. By embedding these agents, they are effectively automating the $1.3 trillion advertising market.  
You are getting the stock at a massive discount, and the market hasn’t yet priced in the compounding intelligence of these agentic workflows.

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Magnite Inc

 WAKE THE FUCK UP. Trillions of daily impressions are transitioning into a fully agentic, autonomous reality. The flywheel of parabolic growth is firing: on-premise infrastructure with costs of revenue approaching zero = CASH FLOW MACHINE 💸.
We are moving past simple automation into an Agentic Economy. Magnite’s system doesn't just execute; it learns. With every interaction, the AI agents optimize yield, refine targeting, and increase efficiency, creating a self-improving loop that leaves manual competitors in the dust.
"Hi Claude, I want to capture market share."
Magnite’s platform is the critical layer connecting the world's most valuable inventory: Disney, Netflix, Spotify, Warner Bros. Discovery, Paramount Skydance, Samsung, Roku, Expedia. By embedding these agents, they are effectively automating the $1.3 trillion advertising market.  
You are getting the stock at a massive discount, and the market hasn’t yet priced in the compounding intelligence of these agentic workflows.

Kejssn

@mrdan321 I get it more thank you think. This is early $NVDA, $SHOP , $MU . It will grow bigger than Barret can handle -  The reign that was $GOOG, $META HAS TO BE DISTRIBUTED. THE GATES HAVE OPENED 
Short sellers are buying back in droves, check next filing.

Shopify Inc

Micron Technology Inc

Alphabet Inc - Ordinary Shares - Class C

Meta Platforms Inc

 I get it more thank you think. This is early 

 . It will grow bigger than Barret can handle -  The reign that was 

 HAS TO BE DISTRIBUTED. THE GATES HAVE OPENED 
Short sellers are buying back in droves, check next filing.

@Kejssn great post  then why do most analists have tgts between 20-25?

StockTwits Web

 great post  then why do most analists have tgts between 20-25?

Bobby8

@8BALLIAM You’re right to highlight the disconnect, this is a classic case of institutional inertia failing to grasp a paradigm shift. Analysts often look for &quot;growth&quot; in traditional revenue columns, but they are completely missing the structural evolution of the ad-tech stack from a manual service tool to an autonomous, self-learning infrastructure.  
Just as in 2016, when the market saw Nvidia only as a &quot;graphics card company&quot; while it was quietly becoming the foundational nervous system for the entire AI revolution, today&#39;s analysts are seeing Magnite as just another &quot;ad-tech middleman&quot; while it is actually becoming the coordination layer for the agentic economy.

 You’re right to highlight the disconnect, this is a classic case of institutional inertia failing to grasp a paradigm shift. Analysts often look for "growth" in traditional revenue columns, but they are completely missing the structural evolution of the ad-tech stack from a manual service tool to an autonomous, self-learning infrastructure.  
Just as in 2016, when the market saw Nvidia only as a "graphics card company" while it was quietly becoming the foundational nervous system for the entire AI revolution, today's analysts are seeing Magnite as just another "ad-tech middleman" while it is actually becoming the coordination layer for the agentic economy.

@Kejssn Is this &quot;methodology&quot; better or just different than their competition? Do they even have competition like from The Trade Desk?

 Is this "methodology" better or just different than their competition? Do they even have competition like from The Trade Desk?

Joe Bjerg

@miamijoe TTD has likely tried various tactics—including shorting and market maneuvers—to try to neutralize Magnite, knowing this inflection point was coming. But Michael Barrett (Magnite&#39;s CEO) has stood his ground and refused to sell, because he knows he is sitting on a goldmine.
While TTD struggles to fend off Amazon, Magnite has positioned itself as the indispensable bridge. Furthermore, Amazon’s DSP is deeply ingrained and interoperable with Magnite’s infrastructure.

TTD is a middleman that risks becoming irrelevant as AI agents start optimizing directly against the supply side. Magnite, on the other hand, is becoming the platform that these AI agents need to function.

 TTD has likely tried various tactics—including shorting and market maneuvers—to try to neutralize Magnite, knowing this inflection point was coming. But Michael Barrett (Magnite's CEO) has stood his ground and refused to sell, because he knows he is sitting on a goldmine.
While TTD struggles to fend off Amazon, Magnite has positioned itself as the indispensable bridge. Furthermore, Amazon’s DSP is deeply ingrained and interoperable with Magnite’s infrastructure.

TTD is a middleman that risks becoming irrelevant as AI agents start optimizing directly against the supply side. Magnite, on the other hand, is becoming the platform that these AI agents need to function.