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Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending amidst extreme post-earnings volatility, as strong revenue growth and a $2 billion share buyback program were met with a sharp sell-off following an initial pre-market surge. The community is actively debating whether to 'buy the dip' or expect further decline, citing market manipulation and a broader software sector re-evaluation impacting valuations.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is experiencing extreme volatility following its earnings report, where slightly soft Q1 guidance triggered a significant sell-off, amplified by broader market concerns regarding AI competition. The community is sharply divided, with many seeing the drastic price drop as an "overreaction" and a "buying opportunity," while others question the company's long-term growth prospects amidst competitive pressures.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

ALAB is trending after exceeding earnings expectations and securing a major warrant deal with Amazon for future purchases, reinforcing its crucial position in AI infrastructure connectivity. The stock's characteristic volatility has prompted active community debate regarding its valuation and the immediate sell-off following positive news.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is experiencing intense discussion and a notable price decline following its recent earnings report, with community members expressing confusion over the sharp sell-off amid analyst downgrades, broader credit cycle concerns, and speculation about potential short squeezes.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending lower as better-than-expected jobs data, coupled with significant prior revisions, sparks widespread community skepticism about economic reports and heightens fears of delayed Federal Reserve rate cuts.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending following mixed earnings, with a notable decline in crypto revenue raising concerns about its dependence on volatile digital assets, despite growth in areas like Gold subscribers and prediction markets. The community is sharply divided, with some viewing it as an overvalued, crypto-tied platform while others see a long-term "superapp" opportunity at current levels.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. It also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment offers products and services sold for applications within the data center, communication networks, and commercial and industrial markets in North America and Latin America. The Asia Pacific segment includes products and services sold for applications within the data center, communication networks, and commercial or industrial markets throughout Greater China, Australia and New Zealand, Southeast Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Columbus, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv Holdings is trending following its recent earnings report, which highlighted exceptional organic orders growth and an optimistic full-year revenue guidance for 2026, fueled by strong demand for AI and data center infrastructure. The community is divided between those taking profits after a significant run and long-term bulls confident in its pivotal role within the expanding AI ecosystem, despite some discussions around valuation.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is a hot topic as a recent jobs report sparks intense debate within the community, with bulls interpreting the robust data as a foundation for continued market strength, while bears dismiss it as manipulated, portending increased volatility and potential declines for tech-heavy indices due to stalled rate cut expectations.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Energy and Transportation, Financial Products, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Energy and Transportation segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The Financial Products segment provides financing alternatives to customers and dealers for Caterpillar products and services, as well as financing for power generation facilities. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925 and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar is currently seeing significant discussion following strong earnings that highlight its unexpected role in the AI boom, with surging demand for its power generation equipment driven by data center infrastructure needs. While this has propelled analyst price targets and investor enthusiasm amidst a broader shift to industrials, some market participants are voicing concern about its valuation and recent insider selling.

Centrus Energy Corp. engages in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment includes various components of nuclear fuel to utilities from its global network of suppliers. The Technical Solutions segment offers advanced engineering, design, and manufacturing services to government and private sector customers, and is deploying advanced nuclear fuel production capabilities to power existing, and next-generation reactors around the world. The company was founded in October 1992 and is headquartered in Bethesda, MD.

Centrus Energy Corp - Ordinary Shares - Class A

Centrus Energy is seeing significant price volatility driven by recent financial updates that included missed profit estimates and a cautious forward outlook, further exacerbated by an announced at-the-market equity offering that has raised dilution concerns among investors. Despite these short-term headwinds, a segment of the community holds firm on the company's long-term value, highlighting its unique position as the sole Western producer of HALEU, essential for both national security and the growing energy demands of advanced nuclear power and AI.

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$ECC Unlevered CLO debt (CLOZ, JAAA, JBBB, etc) are doing great.  It’s just the highly levered, high fee CLO equity stuff that’s getting killed.  Investors are seduced by the large payout until they realize that it is unsustainable.  By then it’s too late to exit with their “shirts”.  Happened before and now it’s happening again to a fresh group of pilgrims.

Brian

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Eagle Point Credit Company Inc.

 Unlevered CLO debt (CLOZ, JAAA, JBBB, etc) are doing great.  It’s just the highly levered, high fee CLO equity stuff that’s getting killed.  Investors are seduced by the large payout until they realize that it is unsustainable.  By then it’s too late to exit with their “shirts”.  Happened before and now it’s happening again to a fresh group of pilgrims.