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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 at the center of investor attention as markets await earnings results and management insights, with the community actively debating whether the stock will break out or consolidate under a new leadership transition. Key discussion points center on capital return initiatives like share buybacks, supply chain management, and the potential for new AI-driven product announcements.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is facing intense volatility as the market digests a massive earnings beat and upward guidance, with community members fiercely debating whether this represents a sustainable structural cycle or a priced-in "sell the news" event. Traders are intensely focused on the company's aggressive data center demand and share buyback strategy, while skeptics warn of potential valuation risks and potential volatility following the recent parabolic rally.

Akanda Corp. is a cannabis cultivation, manufacturing, and distribution company, which engages in the provision of premium quality and ethically sourced medical cannabis products to patients. The company cultivates and processes natural cannabis at facilities in the Kingdom of Lesotho, Africa and intend to supply medicinal-grade cannabis biomass, cannabis flower, and cannabis concentrates to wholesalers. It also imports and sells medical cannabis-based products. The company was founded on July 16, 2021 and is headquartered in New Romney, the United Kingdom.

Akanda Corp

Akanda Corp is experiencing a parabolic short squeeze driven by an extremely low float and an exceptionally high cost-to-borrow, leading community members to compare it to previous major market runners. Traders are actively debating whether to hold for triple-digit targets or rotate profits into other low-float opportunities, all while closely monitoring the stock for potential dilution risks or abrupt trend reversals.

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 intense community focus ahead of its quarterly earnings, with investors debating whether the stock's recent volatility is a setup for a breakout or a signal of further downside. The community is heavily split between bulls highlighting robust advertising growth and AI data tailwinds, and skeptics who are bracing for a potential post-earnings sell-off.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is generating significant investor interest following the start of R2 production at its Illinois plant, a key milestone in the company's transition toward a broader mass-market audience. The community is actively debating the stock's potential for a breakout, weighing the positive production news and upcoming earnings report against concerns over executive compensation and long-term cash burn.

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 facing significant downward pressure as investors react to a slashed bookings forecast and ongoing concerns regarding the financial impact of new child safety and age-verification features. The community is sharply divided, with some investors seeing a potential long-term buying opportunity in the oversold territory, while others express deep skepticism over management's ability to maintain growth while addressing persistent safety and profitability challenges.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian is seeing a significant sentiment shift following a strong earnings beat that outperformed analyst estimates and signaled stabilizing cloud demand. The community is actively debating whether this performance marks a bottom for the broader SaaS sector or if it serves as a temporary relief rally, with many focusing on whether these established software platforms can effectively integrate AI to sustain their long-term growth.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global Holdings is trending as community members aggressively debate whether to capitalize on the stock's recent price pullback, with many pointing to a streak of consistent earnings beats and raised guidance as evidence of structural strength. Investors are closely monitoring the impact of the company's 'Athena' AI platform and the potential for a rebound, viewing the current market weakness as a buying opportunity for a long-term winner.

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 seeing intense volatility and heavy retail speculation as traders weigh the company's aggressive capacity expansion for AI-focused data center demand against concerns over extreme valuation, share dilution, and poor fundamental performance. The community is actively debating whether the stock is a high-growth bottleneck play or a classic pump-and-dump scheme, with significant focus on heavy call options activity and recent institutional accumulation.

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the following segments: Platform and Devices. The Platform segment includes the sale of digital advertising and distribution of streaming services. The Devices segment is involved in the sale of streaming players, Roku-made televisions, smart home products and services, audio products, and related accessories. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Roku Inc - Ordinary Shares - Class A

Roku Inc

Roku shares are experiencing a significant rally following a robust quarterly report that beat estimates on both earnings and revenue, driven by strong growth in ad-supported streaming and premium subscription segments. Investors are actively discussing the companys path to sustained profitability, improved free cash flow, and potential long-term value as the streaming sector continues to consolidate.

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$SOFI One day this is going to surprise me and be at the top of my watchlist.  I mean I could always flip from gains to losses and it’ll be a top contender.  

Seriously though, we need something to get this going.  And not just a 1 or 2 day pump.  The issue with a solid gains day is that people are so damn frustrated with Sofi’s performance, that they will sell into any signs of life.

So we need the initial pump.  Then a solid, aggressive rise in price.  All while maintaining the same solid growth and beating again in earnings.  

S&amp;P inclusion would be great but I fear the narratives will say it’s already priced in.  Just another way to hold it down for whatever reason.

Always $H!tty when you’re in the midst of it.  Sometimes you second guess yourself and wonder if it’s really worth it.

For me?  Yes it is!  It will pay off handsomely!

So as usual, I’m Ride or Die Sofi.

Jmho

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SoFi Technologies Inc

Hyatt Hotels Corp

 One day this is going to surprise me and be at the top of my watchlist.  I mean I could always flip from gains to losses and it’ll be a top contender.  

Seriously though, we need something to get this going.  And not just a 1 or 2 day pump.  The issue with a solid gains day is that people are so damn frustrated with Sofi’s performance, that they will sell into any signs of life.

So we need the initial pump.  Then a solid, aggressive rise in price.  All while maintaining the same solid growth and beating again in earnings.  

S&P inclusion would be great but I fear the narratives will say it’s already priced in.  Just another way to hold it down for whatever reason.

Always 

!tty when you’re in the midst of it.  Sometimes you second guess yourself and wonder if it’s really worth it.

For me?  Yes it is!  It will pay off handsomely!

So as usual, I’m Ride or Die Sofi.

Jmho