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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 is trending after reporting blockbuster quarterly earnings and providing strong guidance, fueled by massive growth in its Data Center segment; however, market sentiment remains divided between bulls expecting further rallies from the AI industrial revolution and skeptics attributing its muted post-earnings price action to options manipulation and already-priced-in growth.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Its shares are plummeting after Q1 revenue guidance fell short of analyst expectations despite a Q4 beat, fueling a community debate over whether the sell-off is an extreme overreaction to a minor miss or indicative of fundamental challenges and leadership concerns.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending with significant momentum following an impressive earnings blowout that exceeded expectations and strong 2026 revenue guidance, which is further bolstered by the company securing a spot on a major multi-billion dollar defense contract, prompting community discussion around a potential short squeeze.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

A new $50 billion share buyback authorization is driving significant conversation around Salesforce, with investors sharply divided on whether it signals deep undervaluation and future EPS growth or a defensive maneuver against widespread AI disruption concerns in the software sector.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holding PLC (ADR)

Rolls-Royce is generating significant buzz as investors eagerly await its upcoming annual results, with community speculation centered on anticipated strong profit growth, substantial share buybacks, and advancements across its civil aerospace, defense, and small modular reactor (SMR) ventures.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics is soaring after its Friedreich's ataxia treatment received FDA Breakthrough Therapy Designation, igniting strong investor optimism for accelerated approval and high valuations. However, an upsized public offering at $5.00 is simultaneously sparking intense debate among traders regarding dilution versus strategic funding for commercialization.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is gaining attention ahead of its Q4 earnings, as investors anticipate strong results, profitability signals, and a potential short squeeze, fueled by the launch of new Sales Assist AI agents and strategic expansion into India, amplified by the positive sentiment from NVIDIA's broader AI narrative.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

CRCL is seeing significant upward momentum following a strong Q4 earnings report that revealed substantial growth in USDC circulation and transaction volume. The community is actively discussing its potential as a core digital financial infrastructure for stablecoin transactions and AI agents, alongside short squeeze speculation.

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

Celsius Holdings is generating significant buzz ahead of its anticipated earnings report following a recent positive CAGNY conference, where management highlighted substantial shelf space expansion and strong brand momentum for its energy drinks. The community is sharply divided between those expecting robust growth driven by the Pepsi partnership and international expansion, and others speculating about a potential low-cost PepsiCo buyout influenced by management's past 'noise' during earnings calls.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy is seeing heightened attention ahead of its anticipated earnings report, with recent positive news around its Indensity battery architecture and a significant 400 MWh Texas battery project fueling discussion. The community is sharply divided on whether the company will deliver strong financials and guidance after past misses, while many highlight its long-term potential in the rapidly growing energy storage sector, especially in light of increasing power demands from AI data centers.

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$SREMF  
 
&quot;Defence contractor Lockheed Martin (NYSE: LMT) has signalled interest in Syerston offtake under the countries’ critical minerals pact, underlining geopolitical support for the project.&quot; 
 
https://www.northernminer.com/news/friedland-backed-sunrise-readies-for-scandium-build/1003885755/

Northernminer

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Sunrise Energy Metals Limited

  
 
"Defence contractor Lockheed Martin (NYSE: LMT) has signalled interest in Syerston offtake under the countries’ critical minerals pact, underlining geopolitical support for the project." 
 
