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BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as investors gear up for the company's fiscal Q1 earnings report, with community sentiment fueled by Stifel's recent initiation of a bullish $12 price target. Traders are actively debating the company's pivot toward physical AI and QNX software integration, creating a high-conviction narrative ahead of the earnings release and annual shareholder meeting.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is attracting massive retail interest as traders bet on a potential short squeeze fueled by significant institutional buying and community efforts to lock up the float. Enthusiastic discussions center on the stock's fundamental strengths, including its dividend and valuation, while the community remains hyper-focused on sustaining momentum to pressure short sellers.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is surging as a blowout earnings report and massive revenue guidance confirm intense, long-term AI memory demand, effectively silencing cyclical-business skeptics. The community is heavily focused on the stock's potential for further valuation re-rating and the prospect of an explosive short squeeze as analysts rush to significantly raise price targets.

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 facing intense bearish sentiment and significant downward price pressure as investors debate whether this is a temporary correction or a deeper structural repricing of the stock's premium valuation. While some community members are capitalizing on the volatility through put options and short positions, others view the current decline as a long-term accumulation opportunity, dismissing the recent sell-off as a typical market shakeout before an eventual rebound.

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 facing downward pressure as investors grow increasingly skeptical of the massive capital expenditures hyperscalers are pouring into AI infrastructure. Despite strong AWS performance and the excitement surrounding Prime Day, the community remains divided between those viewing the pullback as a buying opportunity and others concerned that relentless spending could continue to weigh on stock performance.

BlackBerry is trending as investors rally behind its QNX software platform, which has emerged as a foundational technology for physical AI, robotics, and software-defined vehicles. The stock is seeing significant attention following analyst upgrades and positive community sentiment regarding strong revenue growth, a clear path to profitability, and the company's critical role in powering next-generation autonomous systems.

Roundhill ETF Trust - Roundhill Memory ETF

DRAM is facing heightened volatility as investors weigh the impact of an overnight sell-off in the South Korean KOSPI index against the massive anticipation surrounding Micron's upcoming earnings report. The community is actively debating whether this pullback represents a mechanical stop-hunt caused by over-leveraged retail positions or a broader structural shift in the memory supercycle.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is facing significant downward pressure following allegations from Anthropic that the company illicitly extracted data from its AI models, exacerbating fears of potential U.S. sanctions and delisting. Investors remain deeply divided, with some viewing the sharp valuation decline as an accumulation opportunity for long-term value, while others express frustration over the stock's persistent lack of momentum and ongoing geopolitical headwinds.

Nuvation Bio, Inc. is a biopharmaceutical company tackling some of the unmet needs in oncology by developing differentiated and novel therapeutic candidates. Its proprietary portfolio includes six novel and mechanistically distinct oncology therapeutic product candidates, each targeting some of the most difficult-to-treat types of cancer. The company was founded by David Hung on March 20, 2018 and is headquartered in New York, NY.

Nuvation Bio Inc - Ordinary Shares - Class A

Nuvation Bio is trending as investors digest the recent $10.6 billion acquisition of competitor Nuvalent by GSK, which has triggered debates about the relative valuation and market position of Nuvation's lead asset, Ibtrozi. Community sentiment remains split between excitement over high-quality management's potential for future M&A and frustration with recent share price volatility, leading to active discussions about potential short squeezes and the long-term prospects of the pipeline.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is attracting significant community attention as investors monitor its ability to sustain growth following a recent product launch, with many traders viewing current price action as a consolidation period before a potential breakout. While some participants express frustration over price volatility and perceived algorithmic manipulation, others are leaning on strong fundamentals and institutional interest to justify a long-term bullish stance on its AI-driven advertising platform.

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$TPCS I would do more than a toe. The most risk in the stock is they just plod along and you have dead money. I don’t necessarily look at this as an earnings play but a backlog play and I have no worries about the backlog.  Management could be an issue so someone like GHM could buy them at a respectable premium to the current price but at a cheap price for GHM.

Josh Smith

$TPCS I mentioned these guys back in December. Like it and own it.  
https://www.navalnews.com/naval-news/2026/04/landmark-u-s-budget-request-includes-65-8-billion-for-navy-shipbuilding/

In lieu of the U.S. Navy's increasing emphasis towards revitalizing the maritime industrial base, the FY 2027 Budget request contains a requested $65,825,017,000 designated towards critical U.S. Navy shipbuilding efforts

Landmark U.S. budget request includes $65.8 Billion for Navy shipbuilding - Naval News

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 I would do more than a toe. The most risk in the stock is they just plod along and you have dead money. I don’t necessarily look at this as an earnings play but a backlog play and I have no worries about the backlog.  Management could be an issue so someone like GHM could buy them at a respectable premium to the current price but at a cheap price for GHM.