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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 drawing significant attention ahead of its earnings report, fueling a heated debate over its high valuation and dilution concerns, though bulls emphasize its strong AI execution and crucial government contracts.

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 experiencing significant volatility as CEO Jensen Huang clarified the company's investment approach with OpenAI, addressing concerns about a rumored $100 billion commitment by emphasizing a disciplined, step-by-step engagement. This news, combined with the market impact of new 0DTE options, is fueling a sharp divergence in community sentiment regarding the future of AI spending and competitive pressures.

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 is trending as investors debate its valuation ahead of the upcoming Q4 earnings report, with strong community sentiment split between expectations for a rebound from its current low price and ongoing concerns over monetization strategy, management, and the new AR glasses subsidiary.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending with intense community speculation around an imminent "monumental" announcement from Ryan Cohen, potentially an acquisition, driving expectations for a substantial short squeeze amid unusual trading volume.

Atossa Therapeutics, Inc. operates as a clinical-stage pharmaceutical company, which engages in the development of novel therapeutics and delivery methods for the treatment of breast cancer and other breast conditions. The company was founded by Steven C. Quay and Shu Chih Chen in December 2008 and is headquartered in Seattle, WA.

Atossa Therapeutics Inc

ATOS is trending due to widespread negative sentiment surrounding its imminent reverse stock split, which many in the community believe will lead to further dilution and benefit shorts, while management faces intense criticism for perceived lack of transparency and a recent Orphan Drug Designation for DMD is seen as a distraction.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Walt Disney Co is a focal point after its latest earnings report showcased strong performance in its Experiences division and growing streaming profitability, coupled with a substantial share buyback program, though this was met with a notable market reaction. Conversation centers on the company's content strategy, the ongoing CEO succession, and its future growth trajectory amidst concerns about long-term stock stagnation.

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 heavily trending ahead of its upcoming earnings report, as the community grapples with a prolonged stock decline, widespread accusations of market manipulation, and fierce debate over its perceived deep undervaluation. Sentiment remains sharply divided between those predicting further downside and others anticipating a strong rebound given the company's fundamentals.

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 pullback, widely attributed to a broad crypto market downturn and reduced prediction market activity, sparking a community debate between those who see it as an attractive buying opportunity and others concerned about potential market manipulation or deeper issues ahead of upcoming earnings.

Digital Turbine, Inc. is a mobile growth platform that offers solutions for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The firm operates through the On Device Solutions (ODS) and App Growth Platform (AGP) segments. The ODS segment generates revenue from the delivery of mobile application media or content to end users with solutions for all participants in the mobile application ecosystem that want to connect with end users and consumers who hold the device. This includes mobile carriers and device OEMs that participate in the app economy, app publishers and developers, and brands and advertising agencies. The AGP segment provides platforms that allow mobile app publishers and developers to monetize their monthly active users via display, native, and video advertising. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbine is trending as the community eagerly anticipates its upcoming earnings report, with many expecting a strong beat and turnaround, while also discussing the significant market opportunity presented by the Epic v. Google antitrust ruling potentially expanding demand for its patented SingleTap technology. Despite recent price volatility and concerns over perceived market manipulation, many believe the stock remains undervalued, pointing to strategic hires and international growth as key drivers, though some express frustration over its inability to sustain gains.

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 ahead of its highly anticipated earnings report, with community discussion intensely focused on whether expected record revenue growth in AI infrastructure can finally trigger a short squeeze and re-rate its perceived undervaluation, or if lingering concerns over management's past performance and margin pressure will persist.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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Apple Inc.

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Microsoft Corporation

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PickAlpha Midday-

Elon Musk is in advanced talks to combine SpaceX with xAI, highlighting how AI’s funding needs are pushing more “empire consolidation” moves. Reuters also notes investors have been buzzing about deeper tie-ups across his companies, after Tesla and xAI/SpaceX cross-investments fueled speculation about pooling capital and compute under one roof.  ￼

Tickers: $TSLA $SPY $NVDA

Our view is this is less “synergy story,” more “AI capital math.” It’s a runway-positive signal for xAI (funding + distribution + potential compute access), but it raises governance/complexity risk for the Musk complex. The tell: if terms pull Tesla balance sheet (cash, guarantees, related-party compute), markets will treat it as risk-on leverage; if Tesla stays ring-fenced, the trade is mostly sentiment + AI capex spillover.

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PickAlpha Midday-

Elon Musk is in advanced talks to combine SpaceX with xAI, highlighting how AI’s funding needs are pushing more “empire consolidation” moves. Reuters also notes investors have been buzzing about deeper tie-ups across his companies, after Tesla and xAI/SpaceX cross-investments fueled speculation about pooling capital and compute under one roof.  ￼

Tickers: 



Our view is this is less “synergy story,” more “AI capital math.” It’s a runway-positive signal for xAI (funding + distribution + potential compute access), but it raises governance/complexity risk for the Musk complex. The tell: if terms pull Tesla balance sheet (cash, guarantees, related-party compute), markets will treat it as risk-on leverage; if Tesla stays ring-fenced, the trade is mostly sentiment + AI capex spillover.