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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 Inc. is trending as it strategically pivots from Bitcoin mining to high-performance computing data centers, rebranding as Cipher Digital and securing substantial contracts with hyperscalers like AWS and Google. The community is highly bullish, largely dismissing a recent earnings miss as backward-looking while focusing on the future as an AI infrastructure play, a sentiment reinforced by Morgan Stanley's $38 price target.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. 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 seeing significant buzz following its multi-year strategic partnership with Meta to deploy AMD Instinct GPUs for AI infrastructure, igniting investor excitement for its strengthened AI position, though some community members are debating the implications of performance-based share warrants included in the deal.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is trending following a major collaboration deal with Astellas Pharma for its prostate cancer asset, which includes significant upfront and milestone payments, coupled with encouraging Phase 1 trial data. Community discussion is split between bullish sentiment for a long-term breakthrough and skepticism anticipating a typical biotech 'sell the news' reaction due to the early development stage.

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 a central topic of discussion as its critical role in AI infrastructure, particularly in custom accelerators and networking for hyperscalers, positions it for significant growth. The community is keenly anticipating its upcoming earnings report, with expectations for substantial AI revenue expansion despite recent market volatility.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit's new partnership with Anthropic to embed AI agents into its financial products is driving intense community discussion, with some viewing it as a significant tailwind while others debate AI's disruptive impact on the broader SaaS sector, leading many to see the stock as oversold amidst recent declines.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending amidst a significant sell-off, sparked by concerns that new AI tools from Anthropic could disrupt its legacy COBOL modernization business, though many in the community view this as an overreaction given IBM's own extensive AI capabilities and enterprise partnerships. The discussion centers on whether this perceived AI disruption is a fundamental threat or an opportune "buy the dip" moment for the tech giant, which also boasts strong hybrid cloud and quantum computing leadership.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and decor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is trending after reporting Q4 earnings and revenue beats, though its cautious forward guidance is fueling community debate. While professional customer demand remains solid, investors are grappling with concerns about overall consumer spending on large home improvement projects and a subdued housing market.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending as the cybersecurity sector experiences a significant sell-off, sparked by investor fears that Anthropic's new Claude AI security tool could disrupt traditional software models. The community remains divided, with some selling on concerns of AI-driven obsolescence while others view the downturn as an overreaction and a buying opportunity, asserting AI will ultimately increase demand for robust cybersecurity.

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

The semiconductor giant is a major topic as its highly anticipated earnings report approaches, with community discussion fueled by Meta's recent AI chip deal with competitor AMD. While some view the AMD deal as a sign of diversifying competition, many believe it underscores NVIDIA's unrivaled demand, leading to split predictions for its market reaction.

BlackRock Institutional Trust Company N.A. - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF ($IGV) is in focus amid a sharp sector sell-off, driven by fears that AI models like Anthropic's Claude will disrupt traditional software and reduce licenses, even as many investors view the current extreme undervaluation as an oversold buying opportunity.

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$ENFN (+11.7% pre) $CWAN Clearwater Analytics acquires software maker Enfusion for $1.5 bln to drive global expansion - Reuters 
 
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Clearwater Analytics Holdings Inc - Ordinary Shares Class A

Enfusion Inc - Ordinary Shares - Class A

 Clearwater Analytics acquires software maker Enfusion for $1.5 bln to drive global expansion - Reuters 
 
