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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA ($NVDA) is trending amid news of a potential $100 billion investment with OpenAI to build a 10GW AI network, sparking excitement and debate among investors. While some see this as stunningly bullish for the AI industry and NVIDIA's growth, others express concerns about the return on investment and question whether the market is overhyping the news.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

APLD is trending as investors speculate about a potential hyperscaler deal and its connection to Nvidia's AI initiatives, fueled by strong price action and high short interest. The community is actively discussing potential partnerships with major players like Oracle and anticipates significant upside based on secured contracts and future AI infrastructure demand. Some traders are also pointing to potential short squeeze scenarios.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is trending as investors discuss the company's deepening partnership with Nvidia, highlighted by Supermicro's unveiling of new AI servers. Community members are focused on the potential for SMCI to capitalize on the increasing demand for AI infrastructure, particularly related to data center buildouts. Recent news regarding Nvidia's investments in OpenAI and potential collaborations with Intel have further fueled the conversation around SMCI's role in the AI sector.

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 from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, 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's price action is drawing mixed reactions, with some traders expressing frustration over its perceived underperformance compared to other tech giants, while others see a buying opportunity. Community members are actively discussing potential catalysts, including the company's AI initiatives, advertising growth, and possible impacts from regulatory developments and H-1B visa policies. Despite the differing opinions, many acknowledge Amazon's long-term potential and are closely monitoring key price levels for potential breakouts.

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 ($CRWV) is trending due to recent analyst upgrades and a potential breakout, sparking bullish sentiment. Community members are actively discussing price targets and potential gamma squeezes, particularly around key option strike prices. Despite insider selling and some skepticism, optimism persists around CoreWeave's role in the AI infrastructure buildout and its close ties with Nvidia.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is trending as the market rallies, pushing to new all-time highs, while traders debate the sustainability of the surge and whether a pullback is imminent. Community members are closely watching key levels, particularly the '666' mark, and discussing the influence of specific stocks like NVDA and AAPL on the overall index. The discussion includes whether the market is in bubble territory or if it represents a new paradigm.

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

AMD is trending as community members discuss its price action relative to competitor Nvidia, particularly in light of Nvidia's partnership with Intel and what that means for AMD's positioning in the AI landscape. Some investors express frustration with AMD's performance, while others remain optimistic about its long-term growth potential, citing upcoming product releases and partnerships.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as traders debate the sustainability of the current AI-driven market rally and its potential impact on tech stocks; community members are actively discussing potential pullbacks, overbought conditions, and the influence of mega-cap stocks, particularly NVDA and AAPL, on the index's performance. The broader conversation encompasses concerns about market valuations, the Federal Reserve's policies, and the potential for a significant correction, with some highlighting the disconnect between market performance and economic indicators.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELH is trending as investors assess recent news, including Citigroup reducing its holdings and Pepsi's distribution strategies. Community discussions revolve around potential bounce points, accumulation strategies, and concerns whether institutional investors are exiting. Bullish sentiment remains, fueled by flavor innovation and strong consumer activity, while others express concerns about the stock's recent performance relative to the broader market.

Better Home & Finance Holding Co. engages in the provision of comprehensive homeownership services. It offers mortgage loans, real estate agent services, and title and homeowner's insurance services. The company was founded in 2014 and is headquartered in New York, NY.

Better Home & Finance Holding Co. - Ordinary Shares - Class A

Better Home & Finance Holding Co.

BETR is trending due to significant price volatility, drawing attention from traders discussing potential short squeezes and the influence of figures like Eric Jackson. Community members are debating the company's fundamentals and possible price targets, while others are wary of bagholding. Some see BETR as a rates play and speculate on its long-term potential in the mortgage industry, while others are calling it a scam.

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