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PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is drawing heavy retail conversation as traders react to reports that a potential buyout consortium has walked away from acquisition talks over valuation disagreements, leaving the market to refocus on the company's standalone fundamentals and aggressive share buybacks.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell shares dropped in premarket trading as investors focused on Q3 gross margin compression and a cautious management commentary despite a raised multi-year revenue outlook.

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 discussion following its quarterly report, which revealed an earnings miss and a widening net loss driven by equipment write-offs as the company pivots to AI infrastructure. Retail traders are intensely debating the transition, focusing on surging AI Cloud revenue, massive contracted ARR, and an unannounced frontier AI lab contract.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

Affirm Holdings is surging following stronger-than-expected fourth-quarter revenue and gross merchandise volume, prompting multiple price target raises from Wall Street analysts.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is generating discussion as analysts raise price targets following strong execution, sustainable ARR growth, and expanding enterprise AI adoption. Investors are closely monitoring its valuation relative to peers and watching for potential catalysts surrounding its balance sheet and platform momentum.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is rallying alongside a broader crypto market recovery as Bitcoin reclaims key price levels, fueling intense short-squeeze speculation and heavy bullish chatter across the community.

Gap, Inc. operates as a global apparel retail company, which offers clothing, apparel, accessories, and personal care products for men, women, and children. The firm operates through the following segments: Gap Global, Old Navy Global, Banana Republic Global, Athleta, and Other. The Gap Global segment includes apparel and accessories for men and women under the Gap brand, along with the GapKids, BabyGap, GapMaternity, GapBody, and GapFit collections. The Old Navy Global segment offers clothing and accessories for adults and children. The Banana Republic Global segment provides clothing, eyewear, jewelry, shoes, handbags, and fragrances. The Athleta segment offers fitness apparel for women. The company founded by Donald G. Fisher and Doris F. Fisher in July 1969 and is headquartered in San Francisco, CA.

Gap, Inc.

Retail investors are reacting to Gap's stronger-than-expected quarterly earnings and raised profit outlook, even as a revenue miss and a brand leadership change spark lively debate in the community.

Alnylam Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing novel therapeutics based on ribonucleic acid interference. The company was founded by Noble Laureate, David Bartel, Thomas Tuschl, Phillip Zamore, Paul R. Schimmel, and Phillip Allen Sharp on June 14, 2002, and is headquartered in Cambridge, MA.

Alnylam Pharmaceuticals Inc

Traders are discussing Alnylam's latest clinical data and regulatory progress, keeping volume low while watching technical support levels for a potential pullback.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubrik is trending following strong quarterly results that beat consensus expectations and an upward revision to full-year guidance, with the community actively discussing institutional profit-taking and technical price action.

Anthropic

Investors are closely watching Anthropic's upcoming public market debut and massive infrastructure investments as community discussion centers on its intense rivalry with OpenAI and accelerating enterprise adoption.

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Reliance Industries Ltd.

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ITC Ltd.

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$AVGO $APP $NBIS $BMNR $HOOD Broadcom benefits from AI networking and custom silicon, AppLovin benefits from AI-driven advertising optimization, Nebius benefits from AI-cloud infrastructure, BMNR remains highly crypto-sensitive, and Robinhood benefits from trading and crypto activity. I&#39;m watching AI capex, ad monetization, data-center demand, Bitcoin prices, and trading volumes.

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Robinhood Markets Inc

 Broadcom benefits from AI networking and custom silicon, AppLovin benefits from AI-driven advertising optimization, Nebius benefits from AI-cloud infrastructure, BMNR remains highly crypto-sensitive, and Robinhood benefits from trading and crypto activity. I'm watching AI capex, ad monetization, data-center demand, Bitcoin prices, and trading volumes.