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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 its latest earnings report, which, despite beating estimates and CEO Lisa Su highlighting accelerating AI chip demand, led to a significant sell-off due to a cautious near-term outlook. The community is debating whether the plunge is market manipulation creating a prime 'buy the dip' opportunity or a sign of further downside for the AI sector.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir (PLTR) is experiencing a sharp sell-off despite strong recent earnings, with community discussion centered on aggressive profit-taking and a 'reality check' for its extreme valuation amid broader tech sector weakness. Many investors are debating whether this presents a buying opportunity or signals a deeper pullback, especially given bearish analyst warnings.

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 is trending as a broader semiconductor sector pullback leads to profit-taking, fueling a fierce community debate between those who see a buying opportunity driven by robust AI memory demand and others who anticipate further declines amid mixed signals on memory pricing.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is trending as Bitcoin's significant downturn pushes the company's substantial holdings underwater, fueling intense community debate over CEO Michael Saylor's highly leveraged strategy and shareholder dilution ahead of the anticipated earnings report. Critics widely predict a further collapse or even bankruptcy, while some investors view the current sentiment as a potential long-term buying opportunity.

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 C

Alphabet is trending ahead of its upcoming earnings report, with community discussion highlighting strong AI momentum from Gemini and expectations for robust ad revenue, despite investor anxiety about a potential post-earnings sell-off or its valuation after a significant run-up. Investors are keenly watching if GOOG's performance will set a positive tone for the broader tech sector amid ongoing debates about its AI leadership and market positioning.

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 rallying on strong Q2 earnings that crushed estimates and raised FY26 guidance to over $40 billion, igniting bullish sentiment around its AI infrastructure leadership and short squeeze potential, while the community criticizes analyst downgrades as the stock defies broader market weakness.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet (GOOGL) is trending on high anticipation for its upcoming earnings, with community discussion intensely focused on the potential impact of its AI advancements like Gemini, Google Cloud's growth, and Waymo's substantial new funding round, amid broader market cautiousness.

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 Markets is experiencing a significant sell-off, largely attributed by the community to its strong correlation with the recent sharp decline in cryptocurrency prices. Investors are intensely debating if the current "oversold" conditions present a buying opportunity ahead of upcoming earnings, or if further downside is expected despite the company's diversification efforts and new product launches like the UK ISA.

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 gaining significant attention following its $2 billion non-dilutive debt offering to expand its Amazon AWS-leased data center, which the community sees as a strong validation of its pivot to high-performance computing amidst sector volatility.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. It provides online news services where users can select and rank web content. The firm 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

RDDT is experiencing a significant multi-week decline, fueling intense community debate and anxiety as its upcoming earnings report looms. Investors are sharply divided between those fearing further drops due to AI competition and market pressures, and those viewing current levels as a strong buying opportunity ahead of a potential earnings-driven rebound.

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$ACIXF 

Our comment
As we have repeatedly emphasised, reimbursement remains a core pillar of the investment case. Monday’s press release, therefore, marks another significant step forward, with a second US payor agreeing to a fixed reimbursement of USD300 for the CADScor System. The first agreement was announced in mid-June 2025 with a regional Third-Party Administrator based in Oklahoma (link to our note).
Historically, private payors have tended to align on reimbursement levels and the adoption of fixed reimbursement structures. We therefore believe this development could mark the early stages of a domino effect, with additional private payors likely to follow.
The market reacted positively to the press release, with the share now trading around our base case of SEK0.40. We consider this move justified and would not be surprised if the market begins to price in a bull case scenario should positive news flow continue and revenue growth follow.”

They keep their estimates…

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Acarix AB

 

Our comment
As we have repeatedly emphasised, reimbursement remains a core pillar of the investment case. Monday’s press release, therefore, marks another significant step forward, with a second US payor agreeing to a fixed reimbursement of USD300 for the CADScor System. The first agreement was announced in mid-June 2025 with a regional Third-Party Administrator based in Oklahoma (link to our note).
Historically, private payors have tended to align on reimbursement levels and the adoption of fixed reimbursement structures. We therefore believe this development could mark the early stages of a domino effect, with additional private payors likely to follow.
The market reacted positively to the press release, with the share now trading around our base case of SEK0.40. We consider this move justified and would not be surprised if the market begins to price in a bull case scenario should positive news flow continue and revenue growth follow.”

They keep their estimates…