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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 Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending following a robust earnings report highlighting strong revenue growth, especially in US commercial sectors, and an impressive 2026 outlook, fueling a stark divide between bulls anticipating significant upgrades and a short squeeze, and bears who argue the valuation remains unsustainably high despite the positive results.

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 a hot topic ahead of its earnings report, with community sentiment sharply divided between those who believe it is extremely undervalued at multi-year lows and poised for a significant rebound, and others who fear ongoing market manipulation and continued underperformance despite potential growth drivers in agentic AI and buybacks.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending after strategic acquisitions more than doubled its digital and power infrastructure capacity to 2.8 gigawatts, signaling a significant pivot to the high-performance computing and AI sector. The community is highly bullish, discussing substantial price targets and a potential short squeeze as the company transforms into a major AI infrastructure player.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is a major topic of conversation ahead of its upcoming earnings report, with the community intensely debating whether anticipated AI and data center growth will drive a significant surge, or if prevailing hype and recent chip delay rumors will lead to a "sell the news" event, especially as some consider AMD a beneficiary of OpenAI's reported search for Nvidia alternatives.

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 a major talking point as its Waymo autonomous driving unit sees a substantial re-valuation, while community sentiment anticipates strong upcoming earnings driven by Google's leading AI advancements with Gemini and accelerating Google Cloud growth against competitors.

Hyperliquid is a performant L1 optimized from the ground up. The vision is a fully onchain open financial system with user built applications interfacing with performant native components, all without compromising end user experience.   The Hyperliquid L1 is performant enough to operate an entire ecosystem of permissionless financial applications – every order, cancel, trade, and liquidation happens transparently on-chain with block latency &lt;1 second. The chain currently supports 100k orders / second.  The Hyperliquid L1 uses a custom consensus algorithm called HyperBFT which is heavily inspired by Hotstuff and its successors. Both the algorithm and networking stack are optimized from the ground up to support the L1.   The flagship native application is a fully onchain order book perpetuals exchange, the Hyperliquid DEX. Further developments include a native token standard, spot trading, permissionless liquidity, etc.

Hype

HYPE is a top trending crypto, fueled by its recent Kraken exchange listing, strong partnerships with PayPal and BitGo, and robust tokenomics driven by aggressive buybacks from record-breaking trading volumes. The community is highly bullish, touting it as a resilient "House of All Finance" and a safe haven asset outperforming major cryptocurrencies during market volatility.

Teradyne, Inc. engages in the development and sale of automatic test systems. It operates through the following business segments: Semiconductor Test, Robotics, and All Other. The Semiconductor Test segment designs, manufactures, and markets semiconductor test products and services. The Robotics segment includes operations related to the design, manufacturing, and marketing of collaborative robotic arms, autonomous mobile robots, and advanced robotic control software. The company was founded by Alexander V. d'Arbeloff and Nicholas DeWolf in 1960 and is headquartered in North Reading, MA.

Teradyne, Inc.

Teradyne is surging following its latest financial report, which highlighted robust demand from AI data center expansion and increased chip testing, surpassing market expectations. The community is actively celebrating significant gains and discussing the company's strong position within the AI-driven semiconductor and robotics industries.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is experiencing significant volatility as a key player in AI infrastructure, with community discussions polarized by Nvidia's recent substantial investment and the company's unique debt-financing model. Bulls emphasize its massive revenue backlog and growing demand for AI compute, while bears express concern over ongoing insider selling, high leverage, and intense competition in the sector.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle Mexican Grill is a major trending topic ahead of its imminent earnings release, with significant put option activity signaling expectations for extreme volatility and igniting intense community debate on potential price movements. Investors are actively discussing whether the stock is poised for a short squeeze or a deeper decline, against a backdrop of ongoing scrutiny regarding its valuation, operational execution, and a recent $1.8 billion share buyback authorization.

Fefe is a memecoin inspired by Matt Furie's book "Mindviscosity," published in 2020.  Follow FEFE, the alter ego of PEPE in the book “Mindviscosity” by Matt Furie.  Fefe is a main character in the book, who is a laid back and carefree frog living in a whimsical world. Fefe's relaxed and adventurous spirit captures the heart of this imaginative universe.  Launched stealth with no presale, zero taxes, LP burnt and contract renounced - TAX: 0/0 This narrative has its roots in a fascinating story.  Join us and become part of the $FEFE community today!

Fefe

FEFE CRYPTO is trending as its highly dedicated community champions it as the "third frog" in the Matt Furie universe, positioned as a spiritual successor to $PEPE with a unique meme lore. Despite market volatility and pump-and-dump accusations, its supporters highlight the token's perceived resilience and community-owned development, actively challenging skeptics and emphasizing its potential as a deeply narrative-driven asset.

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$WRD I wrote about this bear flag gap fill last week 
Here we are 
Competing with meaning and conviction  
WeRide is issuing Press releases that do not work 
ARKQ investment might be down 10% already 
 
Is the fill going to be it?  
 
The market does not like or trust  this company

Andrew

StockTwits Web

WeRide Inc. - ADR

 I wrote about this bear flag gap fill last week 
Here we are 
Competing with meaning and conviction  
WeRide is issuing Press releases that do not work 
ARKQ investment might be down 10% already 
 
Is the fill going to be it?  
 
The market does not like or trust  this company