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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 trending after reporting strong earnings and significantly increasing its capital expenditure guidance for 2026 to fuel massive AI investments. This has sparked a polarized community debate about the company's aggressive long-term growth strategy versus concerns about overspending and market behavior seen in other tech giants.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is trending following its Q4 earnings beat, which included stronger-than-anticipated revenue, positive net income, and a new share buyback authorization, sparking discussions about a potential turnaround. While some investors see significant undervaluation and growth in subscriptions, others remain skeptical about leadership and inconsistent user metrics, contributing to a divided market sentiment.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending after strong Q4 earnings and robust Google Cloud growth were overshadowed by significantly higher-than-expected 2026 capital expenditure guidance for AI investments. The community is actively debating whether this massive spending secures future AI dominance or poses a significant profitability challenge, contributing to broader market skepticism for big tech.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as Google's announcement of significantly increased capital expenditures for AI infrastructure, potentially reaching $185 billion by 2026, is seen by the community as a major catalyst for Broadcom's co-developed Tensor Processing Units, despite some skepticism about sustained gains.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending amidst a sharp sell-off, primarily driven by concerns over declining cryptocurrency prices and broader market weakness, sparking intense community debate between those accumulating at what they see as oversold levels and others bracing for potential further downside ahead of upcoming earnings.

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 from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, 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 trending as investors eagerly await its upcoming earnings report, debating whether robust AWS performance and substantial AI investments will overcome concerns about rising capital expenditures that have impacted other major tech companies.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

Kendu is trending as its highly dedicated community relentlessly builds a "permissionless brand" through numerous real-world product launches and IRL initiatives, driving strong organic growth and conviction. The community highlights its unique value and long-term potential, positioning it as a standout project amidst broader market conditions.

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 trending amid significant selling pressure, sparking a stark division between bears predicting further capitulation and bulls advocating for accumulation, while a controversial narrative linking the cryptocurrency to the Epstein files also fuels widespread discussion.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is trending after its strong Q1 earnings were overshadowed by weaker-than-expected Q2 guidance, primarily attributed to a global memory chip shortage impacting smartphone demand. While some in the community view the dip as an overreaction and a long-term buying opportunity given the company's diversification into automotive and AI, others express disappointment and anticipate further stock declines.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is trending amid massive capital expenditures from hyperscalers like Google and Amazon, underscoring robust demand for AI/HPC data centers, which directly benefits CIFR's strategic pivot. The heavily oversubscribed, non-dilutive $2 billion note offering, secured by a long-term Amazon lease, signals strong institutional confidence in CIFR's contracted revenue model and its ongoing decoupling from Bitcoin's price movements.

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

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Apple Inc.

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$SPHR

The company is at a critical inflection point. If they can achieve consistent high utilization rates and expand successfully, the operational leverage could be massive. If not, they could become a very expensive cautionary tale about the dangers of betting big on unproven concepts.

https://stratafinance.beehiiv.com/p/sphere

The $2 Billion Gamble: Inside the World's Most Expensive Entertainment Experiment

StrataFinance

Sphere Entertainment Co. (SPHR) 🎭

beehiiv

Sphere Entertainment Co



The company is at a critical inflection point. If they can achieve consistent high utilization rates and expand successfully, the operational leverage could be massive. If not, they could become a very expensive cautionary tale about the dangers of betting big on unproven concepts.

