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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 trending as investors react to a powerful earnings report where AWS cloud revenue growth accelerated to its highest level in several years, signaling strong enterprise AI demand. The community is actively debating the company's aggressive multi-billion dollar capital expenditure plans, with bulls emphasizing the long-term infrastructure moat while some bears remain skeptical of the spending's sustainability.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing intense volatility driven by a massive market-wide squeeze following reports of a major hedge fund liquidation. The community is sharply divided, with bulls viewing the extreme price swings as a potential bottom and an opportunity to load up on AI infrastructure, while bears argue the stock remains overvalued and warn of further downside risks.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox shares are under significant pressure following disappointing quarterly results and a pullback in growth metrics, leading to a heated debate between investors focused on long-term platform strategy and bears citing valuation concerns and leadership skepticism. The community is sharply divided, with some actively shorting the stock amid fears of slowing momentum, while others view the recent sell-off as a deep-value opportunity based on the company's strong cash flow and massive user base.

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

GameStop is experiencing low trading volume while investors actively monitor potential developments surrounding the company's stake in eBay and speculation regarding a corporate acquisition or special purpose vehicle strategy. Sentiment remains polarized, with some community members frustrated by the lack of recent news from leadership while others emphasize holding positions in anticipation of a potential short squeeze or future catalyst.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit shares are experiencing significant volatility ahead of the company's upcoming earnings report, driven by investor debates over the long-term impact of AI on search traffic and potential data licensing opportunities. Community sentiment remains polarized, with bulls pointing to robust revenue growth and sticky user engagement, while bears remain skeptical about platform moderation and the threat from AI-driven search alternatives.

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 react to the CEO's recent media appearances and bullish comments on the QNX business, while community sentiment remains sharply divided between those anticipating major design wins and those frustrated by the stock's recent volatility. Discussions are heavily focused on the company's progress in automotive software, specifically regarding the Alloy Kore platform, alongside intense debate over insider stock activity and the company's historical performance relative to sector peers.

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 Holdings is trending as retail investors express intense frustration over the stock's persistent underperformance and volatility compared to peers in the fintech sector. Despite recent positive news, such as a multi-year $4 billion forward-flow agreement and conditional approval for a bank charter, sentiment remains largely negative as the stock struggles with heavy short interest and macro headwinds.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending as market participants debate its long-term recovery, with many traders closely monitoring institutional activity and significant insider buying following a sharp decline. While some community members are skeptical of the brand's current direction and management, bulls are highlighting the stock's deep-value potential, attractive technical support levels, and the expectation that the upcoming leadership transition will spark a turnaround.

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

Applied Digital is experiencing high volatility as investors weigh the company's strong execution and significant contracted backlog against broader market sell-offs and concerns over AI infrastructure financing. The community is actively debating the impact of recent hedge fund liquidations while remaining sharply divided between those viewing the price dip as a massive buying opportunity and skeptics concerned about the pace of the ongoing data center buildout.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ouster shares are reacting to a significant $200 million public offering priced at $55.22 per share, which the community is debating as either a strategic strengthening of the balance sheet for future growth or a temporary headwind due to dilution. Investors remain focused on the company's long-term potential in Physical AI and industrial robotics, with many viewing pullbacks as accumulation opportunities for a stock they believe is positioned for significant future upside.

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Constellium SE - Ordinary Shares - Class A

   me  too,  buying.  Bought  500 @ 34.25  thinking  we’re  at  the nadir  of  the  handle.

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@MarkofLA exercising 10 6/18 $30 calls 😊