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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 Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending after reporting robust earnings and significantly raising its revenue guidance, with supporters celebrating a "historical breakout" driven by strong U.S. commercial and AI demand. However, the community remains divided, with skeptics highlighting the stock's elevated valuation and questioning the long-term sustainability of its growth trajectory.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending as it approaches its earnings report, fueling a polarized community debate between those who see deep undervaluation and strong fundamentals with aggressive buybacks, and an overwhelmingly bearish sentiment anticipating further declines regardless of results due to a challenging fintech narrative.

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 experiencing a significant surge following reported blowout earnings and remarkably higher guidance, with analysts citing intense demand for NAND flash and enterprise SSDs amidst the burgeoning AI infrastructure buildout. This rapid ascent has fueled a heated community discussion, as some anticipate continued exponential growth driven by a memory supercycle, while others caution about an overbought market signaling a potential "blow off top" and substantial reversal.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending after announcing strategic acquisitions that more than double its power infrastructure capacity to 2.8 gigawatts, significantly expanding its footprint for AI and high-performance computing. The community is actively discussing this move as a strong validation of the company's pivot from traditional Bitcoin mining to a major AI infrastructure platform, with many anticipating a potential short squeeze.

Snap, Inc. operates as 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 seeing intense discussion ahead of its Q4 earnings report, with bulls hopeful for a turnaround driven by its large user base and the new Specs Inc. subsidiary for AR glasses, while bears express deep frustration with management's past performance and the company's persistent unprofitability amid growing regulatory pressures on social media.

Teradyne, Inc. engages in the development and sale of automatic test systems. It operates through the following business segments: Semiconductor Test, Robotics, and All Other. The Semiconductor Test segment designs, manufactures, and markets semiconductor test products and services. The Robotics segment includes operations related to the design, manufacturing, and marketing of collaborative robotic arms, autonomous mobile robots, and advanced robotic control software. The company was founded by Alexander V. d'Arbeloff and Nicholas DeWolf in 1960 and is headquartered in North Reading, MA.

Teradyne, Inc.

Teradyne is surging following its latest financial report, which highlighted robust demand from AI data center expansion and increased chip testing, surpassing market expectations. The community is actively celebrating significant gains and discussing the company's strong position within the AI-driven semiconductor and robotics industries.

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

NVIDIA is trending due to initial reports suggesting OpenAI's dissatisfaction with its chips and a stalled $100 billion investment, which sparked community debate and accusations of market manipulation before OpenAI's CEO publicly affirmed strong satisfaction and a long-term commitment to NVIDIA's AI technology.

Rambus, Inc. engages in the provision of cutting-edge semiconductor and Internet Protocol products, spanning memory and interfaces to security, smart sensors and lighting. Its products include Memory Interface Chips, Interface IP, and Security IP. The company was founded by P. Michael Farmwald and Mark A. Horowitz in March 1990 and is headquartered in Sunnyvale, CA.

Rambus Inc.

Rambus is trending after its recent earnings report sparked a polarized reaction, with significant stock volatility as some investors see an overreaction and a buying opportunity based on its memory and AI sector positioning, while others express concern over perceived soft guidance and execution risks for new products.

The AES Corp. engages in the provision of power generation and utility services through its renewable and thermal generation facilities and distribution businesses. It operates through the following segments: U.S. and Utilities Strategic Business Unit (SBU), South America SBU, MCAC SBU, Eurasia SBU. The U.S. and Utilities SBU segment consists of facilities in the United States, Puerto Rico and El Salvador. The South America SBU segment covers Chile, Colombia, Argentina, and Brazil. The MCAC SBU segment refers to Mexico, Central America, and the Caribbean. The Eurasia SBU segment handles operations in Europe and Asia. The company was founded by Dennis W. Bakke and Roger W. Sant in 1981 and is headquartered in Arlington, VA.

AES Corp.

The AES Corporation is trending amid reports that BlackRock's Global Infrastructure Partners is nearing a $38 billion takeover, sparking intense investor debate over the potential acquisition price. The community is weighing AES's significant debt against its strategic position in renewable energy and battery storage, crucial for powering the surging demand from AI and data centers, with many suggesting its intrinsic value warrants a substantially higher offer.

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Fefe

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PickAlpha Midday-

Trump said he’ll cut the US tariff on Indian goods to 18% from 25% after a call with PM Modi, claiming India agreed to stop buying Russian crude and would pursue cutting US-facing tariff and non-tariff barriers to “zero,” plus buy $500B+ of US energy/tech/ag/coal. The White House hasn’t yet clarified whether this is just the “reciprocal” rate cut or also removes any separate Russia-oil penalty that had been layered onto India trade.  ￼

Tickers: $INDA $DXY $CL=F

Our view is this is headline relief for India risk assets/INR, but implementation clarity is everything. If the US explicitly confirms the full tariff schedule (what’s cut, what’s removed, what’s still pending) and India’s crude shift is verifiable in import data, the rally can stick; if it’s post-first, paperwork-later, markets fade it fast and you’re back to tariff-vol = risk premium (and not a durable macro impulse).

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PickAlpha Midday-

Trump said he’ll cut the US tariff on Indian goods to 18% from 25% after a call with PM Modi, claiming India agreed to stop buying Russian crude and would pursue cutting US-facing tariff and non-tariff barriers to “zero,” plus buy $500B+ of US energy/tech/ag/coal. The White House hasn’t yet clarified whether this is just the “reciprocal” rate cut or also removes any separate Russia-oil penalty that had been layered onto India trade.  ￼

Tickers: 

=F

Our view is this is headline relief for India risk assets/INR, but implementation clarity is everything. If the US explicitly confirms the full tariff schedule (what’s cut, what’s removed, what’s still pending) and India’s crude shift is verifiable in import data, the rally can stick; if it’s post-first, paperwork-later, markets fade it fast and you’re back to tariff-vol = risk premium (and not a durable macro impulse).