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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 seeing significant momentum as investors digest a fresh bullish analyst initiation from Stifel with a double-digit price target ahead of the company's fiscal results. The community is actively debating the transition toward physical AI and QNX as a core growth driver, with high expectations for management to provide clarity on guidance and potential partnerships.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending following a blowout fiscal third-quarter earnings report that smashed revenue and earnings estimates, driven by massive AI-led demand for memory chips. The community is actively discussing the stock's transition from a cyclical commodity to a core AI infrastructure player, with many investors highlighting newly signed multi-year customer agreements as evidence of sustained long-term growth and a potential massive rerating in valuation.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's has become a central focus for retail traders who are targeting a potential gamma squeeze fueled by high short interest and social media momentum. The community is actively debating the stock's fundamental value and dividend strength, with many investors holding shares while pushing for higher price targets to pressure short sellers.

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 downward pressure as investors grow increasingly skeptical of the heavy capital expenditures required for its AI infrastructure, even as AWS continues to show strong growth. The community remains deeply divided, with many traders viewing the current pullback as a tactical opportunity to accumulate shares ahead of Prime Day, while others fear that persistent spending on data centers may weigh on margins in the near term.

Roundhill ETF Trust - Roundhill Memory ETF

Investors are actively debating whether memory stocks have shifted from cyclical plays to structural AI infrastructure winners, with heavy social media sentiment surrounding the potential impact of upcoming earnings reports and the upcoming US ADR listing for SK Hynix. The community remains sharply divided, with some betting on a continued 'supercycle' driven by AI memory demand, while others caution against what they perceive as signs of an overextended speculative bubble.

Groupon, Inc. engages in the global scaled two-sided marketplace that connects consumers to merchants. It operates through the North America and International geographical segments. The company was founded by Andrew D. Mason, Eric Paul Lefkofsky, and Bradley A. Keywell in October 2008 and is headquartered in Chicago, IL.

Groupon Inc

Groupon is seeing intense community focus due to a massive short squeeze setup characterized by high short interest and a shrinking float driven by an active share buyback program. Traders are closely monitoring key gamma levels and institutional positioning, viewing the stock as a potential candidate for a violent upside move if sustained volume materializes.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently experiencing intense volatility and downward pressure as investors debate whether the recent sell-off represents a structural correction in valuation or a long-term accumulation opportunity. Community discussion is sharply divided between bears citing overvaluation and sustainability concerns, and bulls who are actively buying the dip, banking on the company's fundamentals and institutional positioning to drive a eventual rebound.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is facing significant downward pressure following allegations from Anthropic that the company illicitly extracted data from its AI models, exacerbating fears of potential U.S. sanctions and delisting. Investors remain deeply divided, with some viewing the sharp valuation decline as an accumulation opportunity for long-term value, while others express frustration over the stock's persistent lack of momentum and ongoing geopolitical headwinds.

BlackBerry is seeing significant investor attention following a combination of a strong quarterly earnings report, which included positive operating cash flow and revenue growth, and multiple analyst upgrades highlighting its foundational role in Physical AI. Shareholders are actively debating the company's long-term potential as a critical infrastructure player in the autonomous and robotics sectors, with many pointing to the expanding reach of its QNX platform as a core driver for future value.

Nuvation Bio, Inc. is a biopharmaceutical company tackling some of the unmet needs in oncology by developing differentiated and novel therapeutic candidates. Its proprietary portfolio includes six novel and mechanistically distinct oncology therapeutic product candidates, each targeting some of the most difficult-to-treat types of cancer. The company was founded by David Hung on March 20, 2018 and is headquartered in New York, NY.

Nuvation Bio Inc - Ordinary Shares - Class A

Nuvation Bio is trending as investors digest the recent $10.6 billion acquisition of competitor Nuvalent by GSK, which has triggered debates about the relative valuation and market position of Nuvation's lead asset, Ibtrozi. Community sentiment remains split between excitement over high-quality management's potential for future M&A and frustration with recent share price volatility, leading to active discussions about potential short squeezes and the long-term prospects of the pipeline.

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$CZAR Theme-based ETF with geopolitical exposure. Performance depends on macro conditions. Volatility is elevated.

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Themes ETF Trust - Themes Natural Monopoly ETF

 Theme-based ETF with geopolitical exposure. Performance depends on macro conditions. Volatility is elevated.