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Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit Inc. is experiencing heavy volatility following strong quarterly earnings, as investors weigh impressive financial growth against concerns regarding future user traffic trends and AI search competition. The community remains deeply divided, with many traders viewing the significant price drop as a buying opportunity while others argue the platform's long-term sustainability and moderation policies present structural risks.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is facing heavy selling pressure as investors react to weaker-than-expected guidance and concerns over memory supply constraints, which are weighing on margins. While the company posted record revenue, the community is actively debating whether these supply headwinds and slowing services growth signal a cooling period for the stock or a temporary dip offering a long-term buying opportunity.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox is experiencing intense volatility and a significant selloff following earnings results that disappointed investors with soft bookings guidance and concerns over slowing growth. The community is sharply divided between those viewing the decline as a generational buying opportunity and traders who remain skeptical, highlighting broader anxieties about the company's long-term monetization and platform trajectory.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is currently oscillating as traders weigh disappointing quarterly earnings against ongoing anticipation for the Clarity Act, with community sentiment deeply divided between short-term bearishness and long-term bullish hopes. Market participants are actively debating whether the stock is a value trap or a strategic buy, focusing heavily on how crypto-related legislation could catalyze a major volatility expansion.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune Group is facing extreme volatility after FDA briefing documents cast doubt on the efficacy of RP1, reigniting concerns over trial design flaws ahead of a critical advisory committee vote. The community is sharply divided, with traders closely watching whether the stock will hold key levels or succumb to a third rejection while debating the impact of upcoming dilution and potential short squeeze dynamics.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is gaining momentum as investors anticipate upcoming second-quarter financial results, with community discussions heavily focused on the company's aggressive store expansion and the potential for a share repurchase program to drive valuation. Sentiment remains bullish among shareholders who point to strong fundamental growth and operational dominance in China as key catalysts for a potential break above recent trading ranges.

Phathom Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel treatments for gastrointestinal diseases. The company was founded by Tadataka Yamada, David Socks, Azmi Nabulsi, Aditya Kohli, and Roger Ulrich on January 9, 2018 and is headquartered in Florham Park, NJ.

Phathom Pharmaceuticals Inc

Phathom Pharmaceuticals is capturing community attention as investors anticipate a major shift toward operational profitability and long-term blockbuster potential for its flagship product, Voquezna. While short-term volatility and recent guidance adjustments have sparked debate over entry timing, many are holding for an expected acquisition as the company strengthens its GI market position.

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 surging following a blockbuster earnings report that showcased a 37% revenue jump in AWS, signaling to the market that massive AI-driven capital expenditures are successfully translating into actual demand. The community is actively discussing the company's clear path to profitability and its role as a leader in the AI infrastructure trade, with many investors debating whether this breakout marks the start of a sustained rally toward new all-time highs.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is currently a focal point for investors as it navigates a high-volatility period characterized by a significant post-earnings rally, strong institutional backing, and ongoing debates regarding its valuation versus its critical role in the AI-driven photonics supply chain. The community is actively discussing the company's record revenue growth and strategic long-term supply agreements, balanced against concerns about structural risks, potential dilution, and the sustainability of the stock's recent parabolic performance.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is experiencing significant downward pressure despite reporting record revenue and raised guidance, as investors react to softer delivery volumes and concerns regarding the sustainability of its recent parabolic run. While some in the community see the sharp pullback as a buying opportunity in a growth-oriented edge computing play, others are debating whether the valuation remains stretched or if the stock is facing a deeper technical correction.

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Try listening to the $AMZN and $GOOGL earnings calls and then make the argument that AI capex is slowing down anytime soon. 
 
It’s a difficult case to make. 
 
Amazon continues to see massive demand for AWS capacity, and management has made it clear that supply constraints remain a major factor. 
 
Why would hyperscalers slow spending when demand for compute continues to exceed available capacity? 
 
The bigger picture: 
 
AI infrastructure spending is evolving from a cost center into a growth engine. 
 
Cloud, GPUs, networking, power, and memory all benefit from this buildout. 
 
Amazon has even suggested AWS has the potential to become a trillion-dollar business over time. 
 
The market keeps asking when capex slows. 
 
The better question may be: 
 
What happens if demand continues to outpace supply? 
 
$AMZN $GOOGL $NVDA $AVGO $MU 
 
AI infrastructure remains one of the biggest investment themes of this cycle.

John Hoyt

Sofiallday

StockTwits Web

Alphabet Inc Class A

Broadcom Inc

Micron Technology Inc

 earnings calls and then make the argument that AI capex is slowing down anytime soon. 
 
It’s a difficult case to make. 
 
Amazon continues to see massive demand for AWS capacity, and management has made it clear that supply constraints remain a major factor. 
 
Why would hyperscalers slow spending when demand for compute continues to exceed available capacity? 
 
The bigger picture: 
 
AI infrastructure spending is evolving from a cost center into a growth engine. 
 
Cloud, GPUs, networking, power, and memory all benefit from this buildout. 
 
Amazon has even suggested AWS has the potential to become a trillion-dollar business over time. 
 
The market keeps asking when capex slows. 
 
The better question may be: 
 
What happens if demand continues to outpace supply? 
 


 
 
AI infrastructure remains one of the biggest investment themes of this cycle.