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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending due to its imminent earnings report, sparking intense community debate between expectations for a revenue beat and a short squeeze, fueled by its crucial role in AI infrastructure and the recent xAI/SpaceX merger, against persistent concerns over past performance and margin pressure.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is actively discussed ahead of its earnings report, with strong bullish sentiment anticipating an AI-driven blowout from data center and MI300/MI450 demand, further fueled by reports of OpenAI seeking alternatives to Nvidia chips. However, many in the community remain cautious, citing the stock's historical tendency to experience 'sell the news' reactions even with positive results, leading to active debate on its immediate post-earnings trajectory.

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 trending after reporting disappointing results and soft long-term guidance, coupled with an unexpected CEO transition. The community is debating if the stock is a value trap or deeply oversold, as new leadership is tasked with navigating stalling growth and intense fintech competition.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle Mexican Grill is trending as its recent earnings, while beating on EPS and revenue, included flat comparable restaurant sales guidance for the next fiscal year, fueling community debate about whether this presents a buying opportunity or a concern for its growth trajectory amid ongoing discussions about customer experience and new strategic initiatives.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

United States Antimony (UAMY) is experiencing high social volume amidst discussions around the U.S. government's "Project Vault" initiative and an upcoming G7 Critical Minerals Summit, both aimed at securing domestic supply chains away from foreign reliance. The community is emphasizing UAMY's critical role as North America's sole antimony producer for national defense and technology, viewing it as a key beneficiary of these strategic moves despite recent market volatility.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is a hot topic ahead of its earnings report, with community sentiment sharply divided between anticipating continued challenges and a potential short squeeze, fueled by recent analyst upgrades, institutional accumulation, and the launch of new commercial microinverters.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing extreme price volatility, marked by a sharp drop and rapid rebound, which is fueling intense community debate over its immediate trajectory. Adding to the discussion, many are actively addressing and reacting to unverified claims linking the cryptocurrency's creation to the recently publicized Epstein files.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

Lumen Technologies is trending following a significant earnings beat and substantial debt reduction from its completed AT&T fiber sale, fueling community debate about its accelerated pivot to AI-driven enterprise networking amidst initial stock volatility and the departure of its CTO.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk shares are trending sharply lower after surprising investors with a significantly reduced 2026 sales and profit outlook, citing pricing pressures and rising competition, particularly from Eli Lilly. While many express shock, a segment of the community views this as an overreaction and a buying opportunity, highlighting robust demand for GLP-1s, strong early uptake of its oral Wegovy pill, and a newly announced share repurchase program.

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 amid reports that OpenAI is seeking alternatives to its chips, stirring investor debate about the AI sector's future, despite CEO Jensen Huang dismissing the "drama as nonsense" and reaffirming NVIDIA's investment in OpenAI.

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$RWAY Outstanding article that hits the mark on RWAY&#39;s current state. So if you want to refresh your RWAY insights or learn about RWAY from scratch, this is a must read. https://beyondspx.com/article/runway-growth-finance-capitalizing-on-venture-debt-tailwinds-and-strategic-expansion-rway

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Runway Growth Finance Corp. (RWAY) operates as a business development company, carving out a specialized niche in providing senior-secured debt financing to late-stage and growth-oriented private companies. Established in 2015, RWAY's core mandate is to generate attractive risk-adjusted returns for its stockholders, primarily through the current income generated by its loan portfolio, complemented by potential capital gains from associated equity and warrant positions.

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Runway Growth Finance: Capitalizing on Venture Debt Tailwinds and Strategic Expansion (RWAY)

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Runway Growth Finance Corp

 Outstanding article that hits the mark on RWAY's current state. So if you want to refresh your RWAY insights or learn about RWAY from scratch, this is a must read. 

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NIP Group Inc. - ADR

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iOThree Limited Ordinary Shares

Cuprina Holdings (Cayman) Ltd

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RCI Hospitality Holdings Inc

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Patria Investments Ltd - Ordinary Shares - Class A

DESTINY TECH 100 INC

CoreWeave Inc

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- &quot;The recent acquisition of RWAY&#39;s investment adviser by BC Partners Credit is a transformative event, expected to significantly expand origination channels, diversify investment solutions (including structured equity and asset-based lending), and enhance the ability to participate in larger deals while maintaining a focused allocation to the BDC.&quot;

- &quot;Management is focused on a &quot;credit-first&quot; underwriting philosophy and disciplined portfolio management, evidenced by a stable weighted average risk rating (2.33 in Q1 2025) and strategies to preserve NAV on non-accrual loans, positioning the company for strong credit performance amidst market volatility.&quot;
...

 

- "The recent acquisition of RWAY's investment adviser by BC Partners Credit is a transformative event, expected to significantly expand origination channels, diversify investment solutions (including structured equity and asset-based lending), and enhance the ability to participate in larger deals while maintaining a focused allocation to the BDC."

- "Management is focused on a "credit-first" underwriting philosophy and disciplined portfolio management, evidenced by a stable weighted average risk rating (2.33 in Q1 2025) and strategies to preserve NAV on non-accrual loans, positioning the company for strong credit performance amidst market volatility."
...