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Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is experiencing significant volatility following its first quarterly earnings report, with the community polarized by a strong revenue beat against concerns regarding negative margins and future stock lockup expirations. Investors are actively debating whether the stock's valuation is justified by its high-growth trajectory and partnerships with OpenAI and AWS, or if it remains overextended compared to established industry leaders.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

iShares Silver Trust (SLV) is trending amidst high retail volatility as investors react to conflicting geopolitical reports surrounding potential Iran peace deals and fluctuating energy prices. Community discourse is currently split between bargain hunters aiming to average down near recent support levels and skeptics who remain wary of persistent price manipulation and the fading narrative of a silver supply shortage.

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 Inc. is seeing intense volatility as investors brace for earnings, with community sentiment split between those viewing the pullback as a buying opportunity ahead of anticipated blowout results and others bracing for a "sell-the-news" event. The stock is currently caught in a broader semiconductor sector rotation, fueled by macro liquidity concerns and high expectations for memory demand in the AI infrastructure cycle.

FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Freight, Corporate, Other, and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.

Fedex Corp

FedEx is trending following a strong quarterly earnings report that exceeded estimates, though shares faced downward pressure due to a weaker-than-expected full-year guidance and broader uncertainty regarding the post-spin-off transition. Investors are actively debating the company's margin health in a competitive parcel environment and questioning whether the stocks significant year-to-date rally has outpaced its current economic outlook.

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 currently experiencing high volatility driven by a intense battle between retail bulls, who are aggressively accumulating shares and citing long-term potential in agentic AI, and short sellers, who are keeping downward pressure on the stock. Community members are actively debating the company's path to profitability and acquisition strategy, while remaining fixated on technical levels and potential catalysts that could trigger a squeeze.

eBay, Inc. is a commerce company, whose platforms include an online marketplace and its localized counterparts, including off-platform businesses in Japan, as well as eBay’s suite of mobile apps. It offers a platform for various product categories, including parts and accessories, collectibles, fashion, electronics, and home & garden. eBay generates revenue mainly through fees from sales, payment processing, and advertising. The company was founded by Pierre Morad Omidyar in September 1995 and is headquartered in San Jose, CA.

EBay Inc.

eBay Inc

GameStop's unsolicited bid to acquire eBay has ignited intense community debate, centering on whether the acquisition serves as a strategic catalyst for long-term growth or a high-risk gamble involving heavy leverage and dilution. Investors are actively scrutinizing the potential for a hostile takeover, the motivations behind management changes, and the impact of the proposed deal on the competitive landscape of e-commerce.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is joining the Dow Jones Industrial Average, fueling investor discussion about the market's ongoing rotation away from legacy telecom and into mega-cap platform and AI-focused leaders. The community is actively debating whether this index shift signals a broader institutional modernization of 'blue-chip' status or if it simply reflects the current dominance of capital-intensive AI infrastructure narratives.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is seeing increased investor scrutiny as market participants weigh recent leadership changes, including the appointment of a new CFO, against ongoing concerns about competitive pressures and the company's long-term growth strategy. While some investors are betting on a turnaround fueled by major sporting events and potential margin improvements, others remain cautious, pointing to persistent weakness in key international markets and negative price action leading into upcoming earnings.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Aurinia Pharmaceuticals is attracting intense investor attention driven by significant insider accumulation from CEO Kevin Tang and anticipation of a potential corporate buyout. While the company maintains silence regarding immediate catalysts, the community is actively debating the strategic shift under new leadership and closely monitoring volume spikes as traders speculate on a pending acquisition in the biotech sector.

Roundhill ETF Trust - Roundhill Memory ETF

The Roundhill Memory ETF is currently trending as investors weigh structural long-term demand for AI-driven memory against volatility triggered by heavy retail leverage and regional market stresses in South Korea. Community sentiment remains deeply divided between those betting on a memory supercycle fueled by Micron's upcoming earnings and hyperscaler capex, and those warning of a potential blow-off top due to extreme sentiment crowding.

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Apple Inc.

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After first being recommended in the newsletter at just under $0.24 per share (adj. for splits) back in 1998, today&#39;s push above $264 makes $AAPL the newsletter&#39;s second-ever &quot;1,100-bagger&quot; (NVDA was the first when it first crossed above $121 a little over a year-and-a-half ago)! And, though AAPL is currently trading above its buy limits, other stocks we like these days that are still under theirs include $MNKD, $RXRX, and $SPEU. Here&#39;s to the power of long-term investing, eh?! Cheers!

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After first being recommended in the newsletter at just under $0.24 per share (adj. for splits) back in 1998, today's push above $264 makes 

 the newsletter's second-ever "1,100-bagger" (NVDA was the first when it first crossed above $121 a little over a year-and-a-half ago)! And, though AAPL is currently trading above its buy limits, other stocks we like these days that are still under theirs include 

. Here's to the power of long-term investing, eh?! Cheers!