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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 shares experienced extreme volatility as a sharp intraday selloff reversed following an unexpected social media post from President Trump, who praised the company's defense and war-fighting capabilities. This event sparked intense debate among the community, with many traders framing the price action as a clash between presidential market influence and the ongoing bearish arguments posed by figures like Michael Burry.

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 a sharp sell-off driven by investor anxiety that AI-native competitors and agents could disrupt traditional SaaS workflows, leading to institutional downgrades and widespread sentiment shifts. Despite the heavy selling pressure and community debate over whether these concerns are overblown, market participants are split between those aggressively buying what they view as a generational discount and those bracing for further downside.

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 as investors pivot to the company's critical role in wafer-level testing for silicon photonics and AI data center infrastructure, fueling a significant squeeze despite mixed quarterly earnings. The community is sharply divided, with bulls pointing to the company's record bookings and strategic positioning in the AI supply chain, while bears are aggressively shorting the stock, citing unsustainable market valuations, concerns over dilution, and weak historical revenue growth.

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 seeing heavy volatility as the stock reacts to a massive $21 billion contract expansion with Meta, which is being partially offset by a $3 billion convertible note offering to fund rapid infrastructure growth. Community sentiment is deeply divided between investors viewing the capital raise as a necessary move to fuel a dominant AI backlog and traders expressing frustration over potential dilution causing price instability.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony is trending as investors react to the company's progress in restarting mining operations at Stibnite Hill and ongoing advancements in its proprietary hydrometallurgical processing technology. Community discussion remains polarized, with bulls highlighting the strategic importance of domestic critical mineral production and government contracts, while bears express skepticism regarding management's execution and historical financial performance.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is experiencing intense volatility and a sharp rally as investors react to a significant new 800G transceiver order from a major hyperscale customer. The community remains deeply divided, with bulls pointing to robust backlog demand and AI infrastructure growth, while bears emphasize valuation concerns, high short interest, and the stock's historical tendency for extreme price swings.

iShares Trust - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

Investors are closely monitoring the iShares Expanded Tech-Software Sector ETF as broader software indices show signs of a recovery. Market participants are actively debating the potential for sustained momentum in key enterprise software holdings as the sector attempts to rebound from recent volatility.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Investors are navigating extreme volatility in SOXL, driven by intense semiconductor sector sensitivity to escalating geopolitical tensions in the Middle East and concerns over shifting AI chip demand. The community is actively debating whether current price levels represent a bottom-buying opportunity or a precarious bull trap, with many traders closely monitoring oil prices and policy headlines for signs of a sustained market recovery.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake Inc. is currently a focal point for investors as they weigh the companys strong revenue growth and expanding AI-driven product ecosystem against broad sector volatility and skepticism regarding long-term software valuations. Community discussion is dominated by debates over whether the stock is an undervalued foundational play for enterprise AI or a target for further repricing as AI agents disrupt traditional SaaS business models.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending as investors weigh its role as a critical cybersecurity pillar against broader sector volatility driven by AI-related competitive fears. While some market participants express concern over valuation multiples and potential disruption from new AI models, the community remains actively focused on the company's resilience, strategic partnerships, and its status as essential infrastructure in an increasingly dangerous threat landscape.

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$WRD this chart pattern is the most constructive chart WRD has ever had. I scanned back to the IPO on the daily and weekly and while WRD had some constructive short term trading signals it never looked this good for something more meaningful. 
 
The high volume ramp higher along with the low volume draw downs in the consolidation period while its biggest market region is in a war situation is saying something.  
 
WeRide still has issues to fix. I hope Tony does that soon.

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WeRide Inc. - ADR

 this chart pattern is the most constructive chart WRD has ever had. I scanned back to the IPO on the daily and weekly and while WRD had some constructive short term trading signals it never looked this good for something more meaningful. 
 
The high volume ramp higher along with the low volume draw downs in the consolidation period while its biggest market region is in a war situation is saying something.  
 
WeRide still has issues to fix. I hope Tony does that soon.

Westar Energy, Inc.

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ProShares VIX Short-Term Futures ETF

Pony AI Inc

Caveat: This chart could also break down and that targets a price in the $6&#39;s. This is WeRide so it could happen based on every day since the IPO. But I doubt that that happens. Upside favors $9&#39;s.  
Tony mentioned the great stories that will be coming out soon.  
Another new country won&#39;t help. We have 12 and the taxi/sweep guide is low number stuff.  
The news needs to be on big revenue from vans and WePilot.  
The &quot;other&quot; news on GRAB and UBER is known so it is priced in.  
The best news will be from fleet style revenue and how exactly he gets to profitability. Slogans and speculation  do not work on Wall Street. A certain CEO does work.

Caveat: This chart could also break down and that targets a price in the $6's. This is WeRide so it could happen based on every day since the IPO. But I doubt that that happens. Upside favors $9's.  
Tony mentioned the great stories that will be coming out soon.  
Another new country won't help. We have 12 and the taxi/sweep guide is low number stuff.  
The news needs to be on big revenue from vans and WePilot.  
The "other" news on GRAB and UBER is known so it is priced in.  
The best news will be from fleet style revenue and how exactly he gets to profitability. Slogans and speculation  do not work on Wall Street. A certain CEO does work.

@LubberJML It was mentioned a new Chinese T1 would be announced soon. I believe that message should be accompanied with getting insights in the roll out schedule. Once the Hong Kong project gets lit up, you’d want to see that expected roll out scheme as well.  

I don’t mind new city announcements, as long as they have substance and meaningful guidance.  That goes with everything they push out. It seems they are recognising that (even the recent sweeper deal PR gave us an idea on total order volume, and clear expectations for this years volume). More of that. Less of “Slovakia flagpole” kinda  announcements. It’s great to hear that they are expanding, but if little is shared beyond that, it’s hard to place it into context or value.

So, bring on the city announcement. And yes, let the market know, how deep you’re planning to go. Markets won’t kill you for sharing ambitions.

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 It was mentioned a new Chinese T1 would be announced soon. I believe that message should be accompanied with getting insights in the roll out schedule. Once the Hong Kong project gets lit up, you’d want to see that expected roll out scheme as well.  

I don’t mind new city announcements, as long as they have substance and meaningful guidance.  That goes with everything they push out. It seems they are recognising that (even the recent sweeper deal PR gave us an idea on total order volume, and clear expectations for this years volume). More of that. Less of “Slovakia flagpole” kinda  announcements. It’s great to hear that they are expanding, but if little is shared beyond that, it’s hard to place it into context or value.

So, bring on the city announcement. And yes, let the market know, how deep you’re planning to go. Markets won’t kill you for sharing ambitions.

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@NLZ The guide we got from Tony is enough to materially change WRD. Tony hinted at great news and  the path to profitability and said they are working out the metrics internally to make them perfect. This was said  in reference to unit profitability on UBER. It sounded like they will reveal the pathway soon. 
 
He mentioned 1,200 total taxis with GRAB by YE. They already operate 200.  That&#39;s 1,000 more and it supports the prior PR.  
 
He said 2,600 taxis will be in service by YE globally. That seems low. The starting point was at 1,300 +/-. UBER 1000 more on top of 1300 now + 2300. Is GRAB the remaining 300 to get to 2600? 
 
I&#39;m guessing the real number is bigger bcs they have GRAB rolling out, plus 12 countries (many where they are exclusive) and Slovakia that&#39;s supposed to buy the entire lineup of AV (numbers not stated). 
 
We need cleaner guidance. I like and agree with  your last sentence.

 The guide we got from Tony is enough to materially change WRD. Tony hinted at great news and  the path to profitability and said they are working out the metrics internally to make them perfect. This was said  in reference to unit profitability on UBER. It sounded like they will reveal the pathway soon. 
 
He mentioned 1,200 total taxis with GRAB by YE. They already operate 200.  That's 1,000 more and it supports the prior PR.  
 
He said 2,600 taxis will be in service by YE globally. That seems low. The starting point was at 1,300 +/-. UBER 1000 more on top of 1300 now + 2300. Is GRAB the remaining 300 to get to 2600? 
 
I'm guessing the real number is bigger bcs they have GRAB rolling out, plus 12 countries (many where they are exclusive) and Slovakia that's supposed to buy the entire lineup of AV (numbers not stated). 
 
We need cleaner guidance. I like and agree with  your last sentence.

@LubberJML 2600 seems very based, but there’s a risk tied to committing 1200 in the Gulf region. My “back of an enveloppe”  calculation:

Middle East (Uber): 1200
Guangzhou: 300
Beijing: 300
Rest of China (non T1): 200
Shanghai (or Shenzhen): 150
Hong Kong (Kwoon Chung): 100
Zurich (Furttal Canton Zurich): 20
Singapore: 50
Slovakia: 50

Optional
? Hong Kong (Uber): 100
? Zurich (Uber, Zürich): 50
? Madrid (Uber): 50
? Sydney (Uber): 50
? Jeddah (In Drive): 50
? Belgium: 30

 2600 seems very based, but there’s a risk tied to committing 1200 in the Gulf region. My “back of an enveloppe”  calculation:

Middle East (Uber): 1200
Guangzhou: 300
Beijing: 300
Rest of China (non T1): 200
Shanghai (or Shenzhen): 150
Hong Kong (Kwoon Chung): 100
Zurich (Furttal Canton Zurich): 20
Singapore: 50
Slovakia: 50

Optional
? Hong Kong (Uber): 100
? Zurich (Uber, Zürich): 50
? Madrid (Uber): 50
? Sydney (Uber): 50
? Jeddah (In Drive): 50
? Belgium: 30

@LubberJML Regarding the &quot;People&quot; concerns, I&#39;m impressed how much legislations they keep adding. Italy possibly next? Seems like they follow the &quot;underpromise, overdeliver&quot; path. Which I like more than the opposite.

 Regarding the "People" concerns, I'm impressed how much legislations they keep adding. Italy possibly next? Seems like they follow the "underpromise, overdeliver" path. Which I like more than the opposite.