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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 is trending as the market reacts to reports of a massive $8.5 billion financing facility, marking the company's first investment-grade rated GPU-backed debt deal. While the news has triggered excitement among bullish investors looking for long-term AI infrastructure growth, community discourse remains split as traders debate the impact of high interest rates on the company's debt burden and recent volatility driven by broader geopolitical instability.

Applied Digital Corporation

Applied Digital is capturing significant market attention as investors eagerly await its latest financial results, with the community laser-focused on the potential for new hyperscaler contracts and updates on data center expansion. The conversation remains heavily driven by the company's massive growth in the AI infrastructure sector, with many participants actively discussing whether the current revenue momentum will finally translate into a long-awaited surge in share price.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is capturing investor attention following the launch of its new proprietary AI model, Muse Spark, which aims to enhance platform efficiency and user engagement across its app ecosystem. While the stock continues to face volatility from broader geopolitical concerns, market participants are actively debating the company's aggressive capital commitment to AI infrastructure and its long-term potential to compete against other AI leaders.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: Cybersecurity, Internet of Things (IoT), and Licensing and Other. The Cybersecurity segment includes the brand Cylance, BlackBerry Spark, AtHoc, and SecuSUITE. The IoT segment focuses on software licenses, support, maintenance, and professional services. The Licensing and Other segment involves the intellectual property licensing arrangements and settlement awards. 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 currently trending as investors focus on the company's upcoming quarterly earnings, with the community actively debating whether recent contract wins and automotive partnerships will finally trigger a breakout. The conversation is split between long-term investors tracking technical signals like moving averages and those frustrated by historical price suppression, all while closely monitoring the impact of new software integrations on long-term growth.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is seeing heavy momentum driven by an aggressive NAND supply crunch and optimistic investor sentiment regarding potential de-escalation in Middle East tensions. While the broader market watches for official updates on regional conflicts, the community is actively debating the sustainability of these gains, weighing short-term technical breakouts against the risks of long-term sector cyclicity.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending as investors monitor its critical role in advanced manufacturing for defense leaders like Anduril and aerospace firms such as Honeywell, with recent interest centered on how its metal additive technology supports propulsion systems for autonomous combat aircraft. The community is actively discussing the company's potential to scale production through its proprietary Sapphire platforms and recent defense contract wins, while closely watching its balance sheet management and insider activity as key indicators of long-term viability.

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 intense scrutiny and volatility following reports of direct damage to its cloud infrastructure in Bahrain amid escalating geopolitical tensions. The market is also reacting to the company's strategic move to acquire Globalstar to bolster its satellite internet ambitions, while investors continue to debate the long-term impact of heavy AI-focused capital expenditures on its cash flow.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshire Hathaway is trending as investors digest the company's recent earnings report, which highlighted a significant decline in quarterly operating profits and mixed insurance underwriting results. The community is actively debating the transition to new leadership, the massive cash pile sitting in Treasuries, and whether the stock's recent underperformance relative to broader market indices justifies its long-term reputation as a defensive safe haven.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is trending as investors debate the sustainability of its rapid ascent amid massive AI data center infrastructure demand and high-conviction institutional positioning. While supporters point to strong growth in optical networking components and strategic backing from major industry players, skeptics are actively highlighting its aggressive valuation multiples and high-volume short-selling activity as signs of an impending correction.

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FUST Token

Investors are flocking to FUST due to its unique ecosystem that allows holders to earn passive income in FUSD, a stablecoin designed for continuous appreciation. The community is actively buzzing about the token's utility, upcoming NFT platform integrations, and a significant giveaway, fueling strong confidence in its growth trajectory.

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$ETOR  Risk remains extreme given the 308.94 PE and the 33.34 P/B ratio, which Citron argues implies an absurd $27 trillion valuation for SpaceX alone at recent price peaks. Watching for a potential &quot;flush to NAV&quot; near the $20 level if the bids continue to vanish during the afternoon macro grind.

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  Risk remains extreme given the 308.94 PE and the 33.34 P/B ratio, which Citron argues implies an absurd $27 trillion valuation for SpaceX alone at recent price peaks. Watching for a potential "flush to NAV" near the $20 level if the bids continue to vanish during the afternoon macro grind.