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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 analyze its potential within the AI sector, with community members weighing positive partnerships against concerns about financial reporting. Discussions revolve around the company's ability to capitalize on data center spending and partnerships. Some traders express frustration with the stock's price action, while others remain optimistic about long-term growth.

CaliberCos, Inc. operates as an asset management firm. It provides various support services including asset management & fund set-up services, as well as lending support, construction & development management, and real estate brokerage services. The company was founded by John Christopher Loeffler II and Jennifer Schrader in January 2009 and is headquartered in Scottsdale, AZ.

CaliberCos Inc - Ordinary Shares - Class A

CaliberCos Inc 

CaliberCos Inc ($CWD) is trending due to its explosive price action, drawing comparisons to other recent high-flying stocks like $OCTO and $STEC; the community is actively discussing potential catalysts, entry/exit strategies, and whether it can sustain its gains. Some traders are speculating about a short squeeze and further upside, while others caution about a potential pump and dump, referencing the stock's volatile trading patterns and recent highs. The stock's movement is attributed to its new digital asset treasury strategy, specifically the purchase of Chainlink (LINK) tokens.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending after securing a significant AI infrastructure deal with Microsoft, causing community excitement and discussion around potential revenue growth and future partnerships.  Many believe the stock is undervalued given the size of the contract relative to its market cap, leading to speculation about target prices and potential short squeezes. The conversation also includes comparing NBIS to competitors and analyzing the broader AI and data center sector.

QMMM Holdings Ltd. engages in the provision of digital advertising services. It offers interactive design, animation, art-tech and virtual technologies used in commercial campaigns. It has worked with domestic and international banks, real estate developers, amusement parks, international sports apparel, footwear brands, luxury cosmetic products, and international brands. The company was founded by Bun Kwai on July 29, 2022 and is headquartered in Hong Kong.

QMMM Holdings Ltd. - Ordinary Shares - Class A

QMMM Holdings Ltd.

QMMM is experiencing significant volatility, driven by discussions around its potential as a pump-and-dump scheme and comparisons to other high-flying stocks. The community is actively debating its merits as a short versus long opportunity, with some eyeing a possible squeeze and others expressing skepticism about its long-term value. News about the company entering the crypto sector with a substantial treasury plan may also be contributing to the stock's increased attention.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth is trending as the stock experiences a breakout, fueled by reaffirming its 2025 earnings guidance and positive Medicare Advantage ratings news; the community is discussing short squeezes, gap fills, and potential price targets, while some express regret over selling calls too early. Bullish sentiment seems to be growing as many traders are pointing to a significant gap to fill around the $375 level, with a few even calling for a return to all-time highs.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending after showcasing its solid-state batteries powering a Ducati motorcycle, marking a significant step from lab to real-world application, though some express concern over timeline to commercialization. The community is buzzing about the implications of this milestone, particularly its potential to attract further partnerships and disrupt the EV battery landscape. While some traders are wary of a potential pullback, long-term investors see validation of the technology and its potential for high-performance vehicles.

BrokeCoin is a meme-meets-utility cryptocurrency project operating under the ethos of Transparency, Community, and Respect. Formally registered as an LLC in Wyoming, USA, BrokeCoin is building an expansive ecosystem that combines light-hearted spirit of meme culture with real-world crypto utilities—spanning gaming, staking, NFTs, web services, and an e-commerce platform. Brokecoin believes in developing useful and interesting meme-inspired utilities to both service the crypto industry, and generate value for holders.

Brokecoin

$BROKE.X is trending as the community rallies around token burns and upcoming utilities like staking and a dedicated app. The project, listed on a CEX, boasts a strong, transparent community focused on long-term growth. Social media is buzzing with talk of a NYC meetup at the 5 million market cap.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

Armada Acquisition Corp. I operates as a blank check company. It was formed for the purpose of entering into a merger, share exchange, asset acquisition, stock purchase, recapitalization, reorganization, or other similar business combination with one or more businesses or entities. The company was founded on November 5, 2020 and is headquartered in Philadelphia, PA.

Rezolve AI PLC .

Rezolve AI Limited

StableX Technologies, Inc. engages in the design, development, manufacture, and sale of compact electric fleet solutions for use within urban and short-haul markets. It offers the AYRO 311 and Club Car 411 models. The company was founded on May 19, 2016 and is headquartered in New York, NY.

StableX Technologies Inc.

StableX Technologies, Inc. 

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Reliance Industries Ltd.

Zomato Ltd.

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Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Apple Inc.

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NVIDIA Corp

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$EVAX were there any good questions at the CC. I could not join.

Judith

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Evaxion Biotech

 were there any good questions at the CC. I could not join.

Manwiththeplan

@Manwiththeplan also interested in interpretations of the call 👍

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 also interested in interpretations of the call 👍