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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending after its "monster beat" earnings report, which highlighted strong revenue growth and raised FY2026 guidance to $40 billion, driving community discussions around significant undervaluation and short squeeze potential despite critical analyst ratings.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is drawing significant attention after a cautious 2026 outlook, citing pricing pressure and intensifying competition, triggered a sharp selloff, even as the company reported robust early adoption of its oral Wegovy pill and promising data for its next-generation CagriSema drug. The market is actively weighing these mixed signals against Eli Lilly's recent strong performance in the GLP-1 sector.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. 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

AMD is trending after reporting strong Q4 earnings that surpassed estimates, yet its Q1 revenue guidance, perceived as softer than elevated AI expectations, triggered a 'sell the news' reaction. The community is actively debating if the market's swift correction is an overreaction to otherwise robust long-term data center growth projections and confirmed product timelines.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending after its Q4 earnings report presented a mixed picture, showing strong revenue growth and record free cash flow but missing adjusted EPS estimates and providing a slightly softer Q1 outlook. The community is actively debating whether the company's robust platform growth and long-term autonomous vehicle strategy as an aggregator can overcome immediate profit concerns and increasing competition.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending due to a strong Q4 earnings beat and an optimistic 2026 outlook, fueled by explosive demand for its GLP-1 drugs Mounjaro and Zepbound, which further establishes its market leadership over rivals, despite community discussions around its high valuation and calls for a stock split.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is experiencing a strong rally following its earnings beat and optimistic guidance, sparking community talk of a solar sector turnaround and potential short squeeze, further bolstered by multiple analyst upgrades and the rollout of new commercial microinverters.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientific is actively discussed after beating Q4 earnings expectations across revenue and adjusted EPS, though the stock is experiencing a pullback driven by a softer 2026 sales growth outlook and short-term earnings dilution concerns related to the Penumbra acquisition, which many in the community view as strengthening the long-term bull case.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum is trending on exceptional earnings and significantly raised future guidance, fueled by robust demand for its optical components in AI and cloud infrastructure. The company's pivotal role in the AI buildout is generating strong community discussion and prompting substantial analyst upgrades, despite rapid valuation growth.

AbbVie, Inc. is a research-based biopharmaceutical company, which engages in the development and sale of pharmaceutical products. It focuses on treating conditions such as chronic autoimmune diseases in rheumatology, gastroenterology, and dermatology, oncology, including blood cancers, virology, hepatitis C virus (HCV) and human immunodeficiency virus (HIV), neurological disorders, such as Parkinson's, metabolic, comprising thyroid disease and complications associated with cystic fibrosis, pain associated with endometriosis, and other serious health conditions. The company was founded on October 19, 2011 and is headquartered in North Chicago, IL.

Abbvie Inc

AbbVie is trending following strong Q4 earnings, driven by robust immunology and neuroscience growth that supported raised 2026 EPS guidance. The community is actively discussing the company's strategic moves, including a significant cancer licensing deal and a large domestic investment pledge, alongside ongoing speculation about broader M&A and industry pricing dynamics.

Silicon Laboratories, Inc. engages in providing and developing analog-intensive and mixed-signal integrated circuits. It focuses on wireless development platform and product portfolio for the internet of things based on Bluetooth, sub-GHz proprietary technologies, Wi-SUN, Thread, Wi-Fi, Zigbee, and Z-Wave. The company was founded by Navdeep S. Sooch, David R. Welland, and Jeffrey W. Scott in August 1996 and is headquartered in Austin, TX.

Silicon Laboratories Inc

Silicon Labs is trending following a definitive agreement for Texas Instruments to acquire the company for $231 per share in an all-cash transaction. The community is actively discussing the significant premium and the market's reaction, viewing it as another instance of semiconductor industry consolidation driven by strong demand for specialized IoT and wireless solutions.

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$SMCI glad I started a position below 30. Will continue to add to build out my full position.

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 glad I started a position below 30. Will continue to add to build out my full position.