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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 experiencing extreme volatility and a sharp sell-off as traders react to a controversial, now-deleted post by investor Michael Burry that positioned Anthropic as a major competitive threat. While the broader community is deeply divided between those labeling the price action as institutional manipulation or a justified correction of an overvalued stock, many long-term bulls are viewing the aggressive dip as a lucrative entry point.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is actively dominating market sentiment as the stock benefits from its dual role as an e-commerce giant and a leading player in AI infrastructure, recently bolstered by reports of potential expansion through a strategic buyout of Globalstar. Investors are closely tracking these developments alongside the stock's role as a resilient hedge in a complex macro environment, while discussions continue regarding AWS's long-term enterprise demand and the company's aggressive investment in custom AI chips.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is facing significant volatility as investors weigh the company's long-term enterprise AI potential against broader sector concerns regarding competition from emerging AI labs like Anthropic. While the community is sharply divided between those viewing the pullback as a generational buying opportunity and others fearing structural obsolescence for traditional SaaS models, recent insider buying has provided a flashpoint for debate over whether the stock is undervalued.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy Enterprises is experiencing intense volatility as investors weigh record-breaking shipment and battery output metrics against management's credibility issues and concerns regarding revenue guidance accuracy. While some in the community see the recent price drop and insider buying as a strategic accumulation opportunity, others remain skeptical, pointing to pending lawsuits and persistent manufacturing execution challenges.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is seeing intense market activity as investors weigh its role as a critical optical infrastructure provider against concerns over parabolic valuation and sector-wide volatility. The community remains deeply divided, with bulls pointing to robust demand for AI data center interconnects and recent institutional investments, while bears argue the stock is a speculative bubble vulnerable to a sharp correction.

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 trending following a massive $21 billion cloud infrastructure expansion deal with Meta, though the rally faced volatility as investors weighed the news against a concurrent $3 billion convertible note offering. Market participants are intensely debating whether the companys aggressive capital raises and debt-funded expansion represent a necessary strategy to capture generational AI demand or a signal of unsustainable balance sheet risk.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is surging due to intense momentum surrounding its role in the AI and photonics infrastructure buildout, with traders actively debating whether the rally is a sustainable breakout or a potential exit liquidity trap ahead of their upcoming earnings report. The community is heavily focused on the company's backlog, hyperscaler partnerships, and the high short interest, which has fueled a volatile 'squeeze' narrative that continues to polarize bulls and bears.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is facing intense volatility as the broader software sector struggles with an aggressive sell-off, fueled by investor fears that AI advancements could disrupt incumbent SaaS models. Despite the company's massive $50 billion buyback program and recent insider buying, sentiment remains cautious as traders debate whether these levels represent a deep-value buying opportunity or the beginning of a structural re-rating.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is currently trending as investors focus on the upcoming launch of its flagship ES9 SUV, with community sentiment split between excitement over the model's high-tech features and ongoing frustration regarding stock volatility and perceived market manipulation. While many retail traders are calling for a breakout and holding long positions to counter short interest, others remain cautious of macroeconomic headwinds and potential gaps in the current price action.

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

TeraWulf Inc

TeraWulf is experiencing significant volatility as investors weigh the company's aggressive expansion into AI and high-performance computing infrastructure against broader market headwinds caused by geopolitical tensions. The community remains deeply divided, with bulls pointing to the company's solid execution and contracted revenue growth, while bears highlight concerns over macro uncertainty, share dilution, and the impact of the ongoing conflict on energy-intensive sectors.

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$WRD vs $PONY In the early days of these two companies Wall Street chose PONY as its Chines AV leader on revenue growth. Funademanteal of the company was irrelevant.  
 
In Q3 of 2025 Wall street opted for quality of revenue. This is visible on the charts. here&#39;s what happened IMO. 
 
Revenue pre IPO for PONY (P) and WeRide (W): 
2021 P $8.12MM W $21MM 
2022 P $68.3MM W $75.7MM 
2023 P $71.9MM W $56.7MM 
Combined years P $160.2MM W $153.4MM  
W rev was $7MM lower than P before the IPO.  
Wall Street picked its winner on revenue. 
Ahead of the IPO P rev expanded YoY while W shrunk. They were doing diff things at the time. W was developing 4 diff L4 AV + WePilot while P was pushing a taxi. 
 
Post IPO for qtr revenue in 2025: 
Q1 P $14MM W $10MM 
Q2 P $21.5MM W $18MM 
Q3 P $25.4MM $ $24MM 
Q4 P $29.1MM W $44.9MM 
Full year P $90MM W $97.9MM 
QoQ W produced a higher gross margin and a lower net loss than P.  
 
Q3 2025 is the qtr where quality of revenue mattered. 2026 is where every W AV + WePilot is in the market.

Niels

Luis

Marc

StockTwits Web

WeRide Inc. - ADR

Pony AI Inc

 In the early days of these two companies Wall Street chose PONY as its Chines AV leader on revenue growth. Funademanteal of the company was irrelevant.  
 
In Q3 of 2025 Wall street opted for quality of revenue. This is visible on the charts. here's what happened IMO. 
 
Revenue pre IPO for PONY (P) and WeRide (W): 
2021 P $8.12MM W $21MM 
2022 P $68.3MM W $75.7MM 
2023 P $71.9MM W $56.7MM 
Combined years P $160.2MM W $153.4MM  
W rev was $7MM lower than P before the IPO.  
Wall Street picked its winner on revenue. 
Ahead of the IPO P rev expanded YoY while W shrunk. They were doing diff things at the time. W was developing 4 diff L4 AV + WePilot while P was pushing a taxi. 
 
Post IPO for qtr revenue in 2025: 
Q1 P $14MM W $10MM 
Q2 P $21.5MM W $18MM 
Q3 P $25.4MM $ $24MM 
Q4 P $29.1MM W $44.9MM 
Full year P $90MM W $97.9MM 
QoQ W produced a higher gross margin and a lower net loss than P.  
 
Q3 2025 is the qtr where quality of revenue mattered. 2026 is where every W AV + WePilot is in the market.

Westar Energy, Inc.

Wayfair Inc

ProShares VIX Short-Term Futures ETF

This part is interesting for me where I said they were doing diff things at the time. W was developing 4 diff L4 AV + WePilot while P was pushing a taxi (and truck). 
Read about that.  
P concentrated on scale of what it had in a few tier 1 cities in China. 
W concentrated  on a diff plan.  
Are the fruit of both strategies being realized in 2026 to favor W over P?