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Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is experiencing extreme volatility and a sharp sell-off following its recent quarterly financial results, with the community actively debating whether the decline is an overreaction to record-breaking revenue or a necessary market correction. Many investors are currently focused on whether this drawdown presents a buying opportunity, while others remain skeptical and caution against catching a falling knife.

Atara Biotherapeutics, Inc. is an allogeneic T-cell immunotherapy company, which engages in the development of transformative therapies for patients with serious diseases including solid tumors, hematologic cancers, and autoimmune diseases. It also delivers off-the-shelf treatments to patients with high unmet medical need. Its product pipeline includes Tab-cel, ATA188, ATA2271/ATA3271, and ATA3219. The company was founded by Isaac E. Ciechanover on August 22, 2012 and is headquartered in Thousand Oaks, CA.

Atara Biotherapeutics Inc

Atara Biotherapeutics is trending as investors react to a significant regulatory update regarding a potential FDA path forward for tabelecleucel, with the community actively debating the company's financial position and the likelihood of future capital raises. Traders are highlighting intense volatility and high volume as they monitor the stock's technical performance and assess the risk-reward profile ahead of upcoming regulatory milestones.

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 attracting significant community attention as traders anticipate a pivotal regulatory decision regarding the sBLA filing for Anktiva, while monitoring recent earnings performance and international expansion efforts. The broader discussion is dominated by debates over non-cash accounting adjustments in the latest financial report and expectations for upcoming clinical data presentations.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Georgetown, TX.

TSS Inc

TSSI is trending following an earnings report that showcased record-breaking revenue and profit growth, sparking intense community debate over whether the stock is undervalued or a temporary pump-and-dump. While bullish investors point to a massive AI infrastructure backlog and strategic partnerships with Dell as catalysts for a potential re-rate, skeptics are actively highlighting the lack of explicit revenue guidance and aggressive price volatility as reasons to lock in profits.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is trending as investors weigh strong profitability and recent AAA-rated bond successes against broader geopolitical tensions and volatility in the fintech sector. While the community is actively debating the company's valuation gap compared to peers, sentiment remains divided between those expecting a potential short squeeze around upcoming earnings and skeptics focused on institutional insider selling.

Digi Power X, Inc. is a block chain technology company, which engages in crypto currency mining. It focuses on validation through mining, hosting solutions, and blockchain software solutions. It operates through the following segments: Cryptocurrency Mining, Sales of Energy and Electricity, and Colocation Services. The company was founded on February 18, 2017, and is headquartered in Miami, FL.

Digi Power X Inc. - Ordinary Shares (Sub voting)

Digi Power X is trending as investors react to a multi-billion dollar colocation agreement with AI chip maker Cerebras Systems, fueling intense discussions about the stock's long-term valuation relative to its data center capacity. The community is actively debating the timing of a potential short squeeze, the significance of the upcoming Cerebras IPO, and the opportunity to accumulate shares during pullbacks as the company transitions into a key AI infrastructure player.

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 experiencing significant volatility as investors weigh strong revenue growth and a record backlog against concerns regarding tightening profit margins and ongoing cash flow challenges. The community is actively debating the company's position as a key infrastructure provider for AI data centers versus its persistent struggle to achieve consistent bottom-line profitability.

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 experiencing extreme market volatility as investors weigh strong AI-driven demand and long-term revenue potential against supply chain constraints and a stretched valuation. While the community remains deeply divided between long-term bulls betting on the company's role as the architectural backbone of AGI and skeptics warning of a speculative bubble, price action continues to be driven by aggressive rotation and institutional profit-taking following recent earnings.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently the center of intense investor focus as the community anticipates strong Q1 earnings and potential updates regarding the Neutron rocket, hypersonic defense contracts, and strategic acquisitions like Mynaric. Traders are closely monitoring these developments alongside broader sector rotation, with many viewing current price fluctuations as a consolidation phase before a potential rally fueled by the company's expanding backlog and pivotal role in U.S. national security infrastructure.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is trending due to a combination of strong institutional interest, strategic warrant exchanges aimed at reducing dilution, and a bullish growth outlook tied to its silicon anode battery technology for the drone and electric mobility sectors. The community remains focused on the company's long-term potential and operational milestones, often interpreting recent price volatility as a buying opportunity rather than a shift in fundamental strength.

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$GRRR One other Salient Point from today&#39;s Fireside Chat is that SE Asian countries see AI as their ticket to becoming very relevant financially, so they are placing oversized investments in AI related tech. The CEO mentioned superb business contacts in the behemoth India, Thailand, Singapore, Malysia, Indonesia, the Philippines and Taiwan. GRRR has strategically placed itself as a go to company for the fastest growing tech markets on the Planet.

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Gorilla Technology Group Inc

 One other Salient Point from today's Fireside Chat is that SE Asian countries see AI as their ticket to becoming very relevant financially, so they are placing oversized investments in AI related tech. The CEO mentioned superb business contacts in the behemoth India, Thailand, Singapore, Malysia, Indonesia, the Philippines and Taiwan. GRRR has strategically placed itself as a go to company for the fastest growing tech markets on the Planet.

David B

AI is being called the new Oil and countries without their own large oil assets see this as a major opportunity. Even the Middle East wants a piece of this action.