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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 shares are under pressure as traders focus on the boards investigation into CEO Jensen Huangs reported affair with a woman suspected of ties to Chinese intelligence, raising uncertainty about his leadership and possible national-security or export-control exposure; the allegations remain unproven. The community is split between sellers worried about the investigations consequences and dip buyers arguing that Nvidias AI-chip business remains intact.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

ASTS is drawing attention after its Q3 report and analyst downgrades, with traders focused on launch delays, the later path to commercial service, and the added cost and execution risk of Blacklift. Bulls point to government and Japan-related funding and the long-term service opportunity, while skeptics question whether the company can deploy satellites quickly enough without further funding pressure.

Digital Turbine, Inc. engages in mobile growth platform solutions for advertisers, publishers, carriers, and device original equipment manufacturers. It operates through the following segments: On Device Solutions and App Growth Platform. The On Device Solutions segment consists of products and services that simplify the discovery and delivery of mobile apps and content media for device end users. The App Growth Platform segment provides Advertising Solutions and Ad Monetization Solutions. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbine shares plunged after earnings despite beating expectations and raising its revenue outlook, as lower gross margins and unchanged EBITDA guidance raised concerns about whether growth is translating into profits, alongside the companys debt burden. Traders are divided between calling the selloff an overreaction and viewing margin pressure as a legitimate warning sign.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is under pressure after disappointing Q3 results, a lowered profit outlook, weaker margins, and a sequential subscriber decline raised concerns about growth and profitability. Traders are divided between expecting further downside and viewing the selloff as a buying opportunity, with some pointing to the upcoming Peptides+ launch and Andrew Hubermans board role as potential bright spots.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

TTDs earnings beat and stronger Q4 guidance sparked a rally, but shares gave back much of the move as traders focused on weak underlying growth, one-off and political-ad tailwinds, and managements cautious tone. Bulls cite the results, buyback authorization, and possible short-covering, while skeptics argue the quarter does not yet prove a sustained turnaround and criticize managements commentary.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas quarterly earnings beat and raised outlook are driving attention, with traders highlighting accelerating growth, improving profitability and cash flow. The reaction is broadly bullish, but some are debating the stocks volatile post-report swings and resistance near $35.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Globals strong quarterly results and higher 2026 outlook are drawing attention, alongside its plan to pursue off-grid power for AI data centers. Traders are divided: some see the results and AI opportunity as bullish, while others say the CEOs focus on a long-term venture distracted from near-term LNG prospects and question the muted share-price response amid perceived short pressure.

Legend Biotech Corp. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, manufacturing, and commercialization of novel therapies for oncology and other indications. The firm develops advanced cell therapies across a diverse array of technology platforms, including autologous and allogeneic chimeric antigen receptor T-cell, gamma-delta T cell and natural killer cell-based immunotherapy. It operates through the following geographical segments: United States of America, China, and Other. The company was founded in 2014 and is headquartered in Bridgewater, NJ.

Legend Biotech Corp - ADR

Legend Biotech

Legend Biotechs quarterly results triggered a sharp selloff despite a reported beat, with traders pointing to slowing CARVYKTI growth, flat U.S. sales and managements cautious framing of 2027 expectations. The community is split between viewing the drop as a sell-the-news reaction after a strong run-up and seeing the outlook as a sign that growth may be cooling.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsofts reported pullback from some third-party AI-computing and data-center commitments is fueling concern that its massive AI buildout may be slowing, amid scrutiny of capex, cash flow and financing. Traders debate whether this reflects routine capacity and hardware adjustments or a broader warning about AI infrastructure demand; the discussion also includes fears that Anthropics new office tools could challenge Microsoft software.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckins third-quarter results and new share-repurchase authorization are driving attention, with bullish traders focused on improved profitability and buybacks. Others question the weak same-store sales trend and muted share-price response, pointing to the OTC listing and lack of a relisting announcement as ongoing concerns.

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$ZM holding for the anthropic IPO. Zoom is one of the biggest early stage investors after Googl and Amazon

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Zoom Communications Inc. - Ordinary Shares - Class A

 holding for the anthropic IPO. Zoom is one of the biggest early stage investors after Googl and Amazon

Delano

@LegendaryTrader I believe there was another 250 million in first half of 2026.

 I believe there was another 250 million in first half of 2026.