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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 Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is surging following a blowout earnings report characterized by explosive revenue growth and raised full-year guidance, driven primarily by accelerating enterprise demand for its sovereign AI platform. The stock is currently the center of intense debate, with bulls celebrating a decisive breakout while some traders debate whether the company's valuation is sustainable or due for a pullback.

Snap, Inc. is 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 Inc. is trending ahead of its earnings release as investors weigh the company's advertising recovery and subscription growth against persistent skepticism regarding its leadership and hardware investments. Community sentiment remains polarized, with traders debating whether the stock's recent volatility points to a potential breakout or a continuation of its downward trend.

Cipher Digital, 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 Digital Inc.

Cipher Digital Inc. is trending as investors aggressively rotate into AI infrastructure and energy-intensive data center plays, fueled by bullish hyperscaler capital expenditure outlooks and the company's strategic pivot toward high-performance computing. Community discussion remains focused on Cipher's strong execution in its power pipeline, potential for long-term contracted revenue, and whether its transition from bitcoin mining to AI infrastructure justifies recent sharp price volatility.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer is trending as shareholders weigh the company's strong earnings beat and raised full-year guidance against continued frustration over the stock's long-term stagnant price performance. The community is actively debating the company's turnaround potential, the reliability of its dividend, and executive leadership decisions, while some investors pivot toward defensive strategies amidst broader market volatility.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Power and Energy, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Power and Energy segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925, and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar is generating significant community buzz following a historic earnings report where the company surpassed profitability expectations, fueled by robust demand for equipment to support the ongoing AI data center and power infrastructure buildout. While the stock has seen massive appreciation driven by its role as an essential 'picks-and-shovels' proxy for these long-term industrial trends, investors remain actively divided on whether the current valuation and high-growth expectations represent sustainable momentum or a classic cyclical bubble.

Sterling Infrastructure, Inc. engages in the provision of construction solutions. It operates through the following segments: Transportation Solutions, E-Infrastructure Solutions, and Building Solutions. The Transportation Solutions segment provides infrastructure and rehabilitation services for highways, roads, bridges, airports, ports, light rail systems, water and wastewater facilities, and storm drainage systems. The E-Infrastructure Solutions segment develops advanced, large-scale site development systems and services for data centers, e-commerce distribution centers, warehousing facilities, transportation projects, energy infrastructure, and other specialized developments. The Building Solutions segment provides residential and commercial concrete foundation services for single-family and multi-family homes, as well as parking structures, elevated slabs, and other concrete construction projects. The company was founded in 1955 and is headquartered in The Woodlands, TX.

Sterling Infrastructure Inc

Sterling Construction Company, Inc.

Sterling Construction is trending following a massive earnings beat and upward guidance revision, fueled by a booming E-Infrastructure segment and strong demand for data center buildouts. While some investors express frustration over price volatility and perceived market manipulation, the community is actively debating the stock's long-term potential as a critical infrastructure player in the AI ecosystem.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

SPY is trending due to a powerful rally driven by strong corporate earnings and optimism surrounding potential progress in U.S.-Iran diplomatic talks regarding the Strait of Hormuz. The community is heavily divided, with bulls aggressively capitalizing on consistent upward momentum while frustrated bears debate whether the current price action is fundamentally justified or fueled by artificial market manipulation.

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

AXTI is experiencing high volatility as investors weigh the potential impact of an FCC ban on Chinese-made optical infrastructure against the company's critical role in supplying indium phosphide substrates for AI data centers. While the community remains sharply divided, traders are actively debating whether current price levels offer a genuine accumulation opportunity or if the stock faces further downside risk due to geopolitical tensions.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is currently a focal point for investors as it navigates a critical growth phase, marked by recent global approvals in the UAE and consistent quarter-over-quarter revenue growth. While the community is actively debating the company's path to profitability and the impact of non-cash accounting adjustments on headline earnings, long-term investors are highlighting the potential for significant market expansion via new pipeline indications and international commercialization.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblaze is surging on high volume following the announcement of a $335 million multi-year storage agreement with CoreWeave, which has fueled community optimism regarding the company's role in AI infrastructure. Investors are actively discussing the stock's potential for a gamma squeeze, closely monitoring institutional accumulation and debating whether the move will sustain momentum or face a pullback.

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$HGLB  
Highland Global continues to &#39;flounder&#39; like a 🐟 outa water!  Hell, Global can&#39;t even take the time to update their website with the latest NAV (here it is the end of April and they still have December 2025 number - $12.25).  Ya have to turn to CEF Connect to get it.  NAV currently sits at $11.67 (30.1% discount to NAV).  Avg. 52-Wk Discount to NAV is 28.3%.  Based solely on this stat., share price should be $8.37 +/-.  Closed Friday at $8.16.  Now 6-months behind the divvi 8-Ball.  Nothing critical for the time being given the pile of pesos already banked.  But looking for an exit plan nonetheless.  Lesson learned from the Ox $OXLC ...  Don&#39;t take your sweet ass time thinking it&#39;s going to pull out of the slump.  Still happy I got out of the Ox when I did at $13.15!  🍀🍀🥃

amf99

$HGLB  
This one has been a bit disappointing after getting back into it on February 13th at $8.80 with small buys along the way up to $9.00.  Last buy on March 4th at $8.90.  Now sitting on an $8.42 share price with ex-div. on March 24th for $0.0850.  Behind the 8-Ball by almost 6-months.  Can only sit, wait and collect the divvi for now.  Hopefully we&#39;re near the bottom.  NAV sits at $12.25 with no current updates. Neutral! 🍀🍀🥃

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Highland Global Allocation Fund

Wile E. Weasel

Oxford Lane Capital Corp

  
Highland Global continues to 'flounder' like a 🐟 outa water!  Hell, Global can't even take the time to update their website with the latest NAV (here it is the end of April and they still have December 2025 number - $12.25).  Ya have to turn to CEF Connect to get it.  NAV currently sits at $11.67 (30.1% discount to NAV).  Avg. 52-Wk Discount to NAV is 28.3%.  Based solely on this stat., share price should be $8.37 +/-.  Closed Friday at $8.16.  Now 6-months behind the divvi 8-Ball.  Nothing critical for the time being given the pile of pesos already banked.  But looking for an exit plan nonetheless.  Lesson learned from the Ox 

 ...  Don't take your sweet ass time thinking it's going to pull out of the slump.  Still happy I got out of the Ox when I did at $13.15!  🍀🍀🥃

@PennyWeasel $XPAY 20% Target ETF. $0.8995 / month.

Warren

Roundhill S&P 500 Target 20 Managed Distribution ETF

@UhtOh  
Thanks for the suggestion.  It&#39;s a 🎲🎲 roll for sure.  Just a quick comparison to HGLB...  From 01/01/2024 to current, HGLB just edges out XPAY.  From 01/01/2025 - current, HGLB blows XPAY out of the water. 01/01/2026 - current, XPAY blows HGLB out of the water.   Over the last couple of years, HGLB has been &quot;berry berry good to me&quot;!  That said, these comparisons are all if you bought and held, and with these &quot;investments&quot;, as we well know,  it&#39;s usually much better and profitable to flip &#39;em along the way.  Poor timing on my part getting back in when I did (no flip&#39;n opportunities!)...  Maybe after the next 🌮 tweet will be a good entry point for XPAY.   😮🤣

  
Thanks for the suggestion.  It's a 🎲🎲 roll for sure.  Just a quick comparison to HGLB...  From 01/01/2024 to current, HGLB just edges out XPAY.  From 01/01/2025 - current, HGLB blows XPAY out of the water. 01/01/2026 - current, XPAY blows HGLB out of the water.   Over the last couple of years, HGLB has been "berry berry good to me"!  That said, these comparisons are all if you bought and held, and with these "investments", as we well know,  it's usually much better and profitable to flip 'em along the way.  Poor timing on my part getting back in when I did (no flip'n opportunities!)...  Maybe after the next 🌮 tweet will be a good entry point for XPAY.   😮🤣

@PennyWeasel Friday was also the EX-date and it traded as high as 8.40 just days prior... 
   I think that investment in $FRMI was the grand culprit for their Nav dropping as of the last few months, although I do not see it listed as a top 10 holding anymore...

Fermi LLC

 Friday was also the EX-date and it traded as high as 8.40 just days prior... 
   I think that investment in 

 was the grand culprit for their Nav dropping as of the last few months, although I do not see it listed as a top 10 holding anymore...

Mike Klopp

@PennyWeasel For the core guts in my game of life there are Index ETF&#39;s. Due to the EX dates timing, I rotate through (XPAY) - (QQQI, SPYI, IWMY) - ((BNDS, ICAP)same date(FSYD)). Just holding the collected dividend shares during gaps between buy ins. All Index ETF&#39;s so not much thinking involved. About $120K in the ETF rotation makes for a decent accumulation and a bit less risk holding cash between cycles. Life is a process. It&#39;s like LEGO&#39;s but with money. I think I will spread out into a few other areas like Energy and Managed Care Health Reits. Maybe, I don&#39;t like sector concentrations cause I get dinked every time.

 For the core guts in my game of life there are Index ETF's. Due to the EX dates timing, I rotate through (XPAY) - (QQQI, SPYI, IWMY) - ((BNDS, ICAP)same date(FSYD)). Just holding the collected dividend shares during gaps between buy ins. All Index ETF's so not much thinking involved. About $120K in the ETF rotation makes for a decent accumulation and a bit less risk holding cash between cycles. Life is a process. It's like LEGO's but with money. I think I will spread out into a few other areas like Energy and Managed Care Health Reits. Maybe, I don't like sector concentrations cause I get dinked every time.