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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 Technologies is surging as investors cheer a blowout earnings report featuring record-breaking revenue and strong U.S. commercial growth that has validated the company's AI sovereignty narrative. The community is actively celebrating the breakout, with many retail traders mocking bearish short-sellers while expressing optimism about the stock's long-term momentum following widespread analyst price target upgrades.

Snap, Inc. is 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 is trending as investors weigh an upcoming earnings report against concerns over leadership, share structure, and the commercial performance of new hardware projects. The community remains deeply divided, with some betting on a turnaround fueled by AI-driven ad revenue and cost discipline, while others remain skeptical due to persistent cash burn and governance critiques.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital is surging as investors pivot back into AI infrastructure and energy-intensive data center plays, fueled by bullish capital expenditure outlooks from hyperscalers like Amazon and Google. The community is actively debating the stock's transition from a pure Bitcoin miner to a data center powerhouse, with many highlighting the scarcity of power as a long-term catalyst for growth.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer remains a focal point for investors as they weigh strong recent earnings and dividend yields against deep frustration with the stock's persistent range-bound performance. Community members are actively debating the potential for future value creation through cost-cutting initiatives and pipeline developments versus long-standing concerns regarding executive leadership and the stock's inability to maintain momentum.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as investors weigh strong double-digit revenue growth and expanded global approvals against concerns regarding the company's high cash burn and lack of concrete partnership details. The community remains divided, with long-term holders focusing on the potential of Anktiva across multiple indications while short-term traders express frustration over suppressed price action and the absence of anticipated major news catalysts.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The SPDR S&P 500 ETF Trust is reaching new all-time highs as investor sentiment is fueled by positive developments surrounding a potential deal to reopen the Strait of Hormuz and strong corporate earnings. While the market continues to rally on these headlines, the community is actively debating the sustainability of this upward momentum, with many users expressing skepticism regarding the authenticity of the geopolitical news and the broader economic implications.

Sterling Infrastructure, Inc. engages in the provision of construction solutions. It operates through the following segments: Transportation Solutions, E-Infrastructure Solutions, and Building Solutions. The Transportation Solutions segment provides infrastructure and rehabilitation services for highways, roads, bridges, airports, ports, light rail systems, water and wastewater facilities, and storm drainage systems. The E-Infrastructure Solutions segment develops advanced, large-scale site development systems and services for data centers, e-commerce distribution centers, warehousing facilities, transportation projects, energy infrastructure, and other specialized developments. The Building Solutions segment provides residential and commercial concrete foundation services for single-family and multi-family homes, as well as parking structures, elevated slabs, and other concrete construction projects. The company was founded in 1955 and is headquartered in The Woodlands, TX.

Sterling Infrastructure Inc

Sterling Construction Company, Inc.

Sterling Construction Company is trending as investors react to a powerful earnings beat, a raised full-year guidance, and the company's strategic move into S&P MidCap 400 index inclusion. The community remains hyper-focused on its critical role in AI data center infrastructure and industrial buildouts, though shares have faced bouts of volatility due to broader sector rotations and algorithmic sell-offs.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is experiencing a high-volatility rally driven by a significant supply agreement with Lumentum and anticipation for Q2 earnings. The community is sharply divided, with bulls pointing to the stock's critical role in the AI optical infrastructure supply chain, while bears remain focused on structural risks, geopolitical headwinds, and intense price swings.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Power and Energy, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Power and Energy segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925, and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar is experiencing a significant surge as investors increasingly view the industrial giant as a key 'pick-and-shovel' beneficiary of the AI infrastructure boom and data center construction. The stock has been driven higher by strong quarterly performance, upward guidance revisions, and strategic moves to power energy-intensive compute facilities, triggering intense community debate over whether these new AI-related revenue streams justify its current valuation as a growth-oriented stock.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblaze is trending following the announcement of a five-year, $335 million strategic agreement with CoreWeave to support their cloud storage infrastructure. Investors are actively discussing the stock's significant price appreciation and high volume as they debate whether the move is a sustainable breakout or a potential setup for a share offering.

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$LMB picked up some shares. Great DD by Daniel Pronk over the weekend on this one