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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 following a strong quarterly earnings report that exceeded expectations, highlighted by robust U.S. commercial growth and optimistic future guidance. While bulls celebrate its perceived leadership in the AI space and consistent execution, bears continue to question its high valuation and long-term sustainability despite impressive growth metrics.

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 investors await its upcoming earnings report, with community sentiment sharply divided between those predicting further declines, influenced by recent analyst downgrades, and others asserting its deep value and oversold conditions could trigger a significant rebound amid widespread beliefs of market manipulation.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is trending after a major analyst upgrade following its strong financial results, sparking a polarized community debate. Many see the recent dip as an oversold buying opportunity, anticipating a rebound and potential S&P 500 inclusion, while others express frustration over the stock's persistent decline despite positive news, pointing to market manipulation and dilution.

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 intensely ahead of its earnings report, driven by community speculation around a significant revenue beat and the profound implications of its partnership with Elon Musk's xAI following its merger with SpaceX, amidst persistent debates over management's past performance and elevated short interest.

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 seeing a significant surge and widespread positive community discussion after reporting strong earnings and an impressive Q1 guidance, largely fueled by robust AI-related demand in its semiconductor test and robotics businesses.

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.

AES Corp. is trending due to widespread reports of BlackRock's Global Infrastructure Partners nearing a multi-billion dollar acquisition. This news has sparked intense community debate over the potential buyout price, considering AES's substantial debt alongside its strategic role in supplying renewable energy to the rapidly expanding AI data center industry.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is trending ahead of its earnings call, as the community eagerly anticipates updates on its Helios AI data center, the 1.6 GW capacity approval, and its CoreWeave contract, hoping for a narrative shift away from its volatile crypto correlation. Investors are keen for management to emphasize the AI infrastructure pivot, especially following recent cryptocurrency market movements.

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: Frito-Lay North America (FLNA), Quaker Foods North America (QFNA), PepsiCo Beverages North America (PBNA), Latin America (LatAm), Europe, Africa, Middle East, and South Asia (AMESA), and Asia Pacific, Australia and New Zealand, and China Region (APAC). The FLNA segment consists of branded convenient food businesses in the United States and Canada. The QFNA segment includes cereals, rice, and pasta under the Quaker, Pearl Milling Company, Quaker Chewy, Cap'n Crunch, Life, and Rice-A-Roni brands. The PBNA segment is composed of beverage concentrates, fountain syrups, and finished goods under various beverage brands such as Pepsi, Gatorade, Mountain Dew, Diet Pepsi, Aquafina, Diet Mountain Dew, Sierra Mist, and Mug. The LatAm segment covers beverage, food, and snack businesses in the Latin American region. The Europe segment offers beverage, food, and snack goods in Europe and Sub-Saharan Africa regions. The AMESA segment deals with all beverage and convenient food businesses in Africa, the Middle East, and South Asia. The APAC segment refers to all business operations in the Asia Pacific, Australia and New Zealand, and China region. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

PepsiCo Inc

PepsiCo is trending after reporting better-than-expected Q4 2025 earnings and announcing significant shareholder returns, including a new multi-billion dollar share repurchase program. The community is actively discussing its strategy to cut prices on popular snack brands, while many view the consumer staple as a stable investment amidst broader market shifts.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

Affirm is trending amid recent analyst upgrades and expanded partnerships with Amazon and Expedia, which are battling a critical short report and market uncertainty over proposed credit card rate caps. The community is actively discussing strong fundamentals versus claims of manipulation ahead of the upcoming earnings report, highlighting the polarized outlook on the Buy Now, Pay Later sector.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axon Enterprise is trending as the community speculates on a potential nationwide rollout of body cameras for federal agencies like Homeland Security and ICE, with many anticipating the company's market dominance will secure these contracts. This potential catalyst is fueling hopes for a short squeeze and a rebound, following a substantial price decline that some attribute to high valuation and recent earnings concerns.

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President Trump proposing cuts to federal environmental, renewable energy, education &amp; foreign-aid programs in a 2026 budget blueprint that cuts nondefense discretionary spending by $163B (-22.6% cut from projected spending in FY25) 
 
The budget plan will propose $557B in nondefense discretionary spending. 
 
Nondefense discretionary spending represents the portion of federal money that must be reauthorized each year &amp; includes funding for areas such as education, transportation &amp; public health. It doesn’t include Medicare, Medicaid &amp; Social Security, or spending on defense. 
 
Budget proposal would increase funding for military spending by +13% &amp; Homeland Security would increase by nearly +65%. Air &amp; rail safety, veterans &amp; law enforcement would also see increased spending under the plan. 
 
DOGE would cut $150B in spending in the coming fiscal year 
 
--- I don&#39;t f/cast the FY26 budget will balance - House budget was already going to add $961.6B to the debt  
 
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$SPY $SHY $TLT $SPX $QQQX this is the real news mask by fentanyl bullshit...merica

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President Trump proposing cuts to federal environmental, renewable energy, education & foreign-aid programs in a 2026 budget blueprint that cuts nondefense discretionary spending by $163B (-22.6% cut from projected spending in FY25) 
 
The budget plan will propose $557B in nondefense discretionary spending. 
 
Nondefense discretionary spending represents the portion of federal money that must be reauthorized each year & includes funding for areas such as education, transportation & public health. It doesn’t include Medicare, Medicaid & Social Security, or spending on defense. 
 
Budget proposal would increase funding for military spending by +13% & Homeland Security would increase by nearly +65%. Air & rail safety, veterans & law enforcement would also see increased spending under the plan. 
 
DOGE would cut $150B in spending in the coming fiscal year 
 
--- I don't f/cast the FY26 budget will balance - House budget was already going to add $961.6B to the debt  
 
