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Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is experiencing significant volatility as investors react to the company's WWDC announcements, which included new AI integration features like a revamped Siri. While some in the community see the focus on privacy and ecosystem integration as a long-term catalyst, many traders are actively debating whether the news constitutes a classic 'sell the news' event or an underwhelming lack of innovation.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending as a major data center lease with a hyperscaler adds significant contracted revenue to its multi-billion dollar backlog, driving strong community enthusiasm and expectations of a re-rating. While broader market volatility is causing price fluctuations, the community remains focused on the company's rapid infrastructure expansion, secured credit facilities, and long-term deal cadence as key indicators of sustained institutional demand.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk (TTD) is facing significant downward pressure and intense community scrutiny following executive leadership turnover and investor frustration over weak price performance compared to the broader software sector. While some investors view the stock's current price levels as a deep-value opportunity for a long-term turnaround, many in the community remain skeptical due to persistent short interest, lack of anticipated partnerships, and ongoing dissatisfaction with the CEO's management.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is attracting significant community attention as investors position themselves ahead of imminent Phase 3 VELA data and a major presentation at the Goldman Sachs Healthcare Conference. The conversation is driven by intense speculation regarding a potential buyout, with many market participants viewing the company's recent commercial-ready manufacturing agreements and rare full-team conference attendance as tactical indicators of an approaching M&A catalyst.

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, Data Centers, and Treasury and Corporate. 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 Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. 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 as investors focus on its pivot from cryptocurrency toward building high-performance AI data center infrastructure at its massive Helios campus. While community sentiment remains highly divided due to leadership's historical focus on crypto, the stock is seeing heightened activity as traders watch for potential tenant announcements that could signal a major rerating for the company's data center capacity.

Charter Communications, Inc. engages in providing broadband communications services. Its services include Spectrum TV, Spectrum Internet, and Spectrum Voice. It offers business-to-business Internet access, data networking, business telephone, video and music entertainment services, and wireless backhaul. Its advertising sales division, Spectrum Reach, offers local, regional, and national businesses the opportunity to advertise in individual and multiple service areas on cable television networks and advanced advertising platforms. The company was founded in 1993 and is headquartered in Stamford, CT.

Charter Communications Inc. - Ordinary Shares - Class A

Charter Communications is currently experiencing intense volatility as investors debate whether the stock represents a deep-value opportunity or a failing business facing structural threats from fiber, wireless home internet, and satellite competitors. While the community highlights extreme short interest, aggressive share buybacks, and low valuation multiples as potential catalysts for a squeeze, others are concerned by the heavy debt load and sustained subscriber losses.

Green Thumb Industries, Inc. engages in the manufacture and distribution of branded cannabis products. Its brands include RYTHM, Dogwalkers, Beboe, Good Green, Doctor Solomon’s, and &Shine. It operates through the Retail and Consumer Packaged Goods segments. The Retail segment focuses on retailing cannabis to patients and consumers. The Consumer Packaged Goods segment refers to the cultivation, production, and sale of cannabis products to retail stores. The company was founded by Benjamin Kovler and Max Cohen on February 18, 2002 and is headquartered in Chicago, IL.

Green Thumb Industries Inc - Ordinary Shares (Sub Voting)

Green Thumb Industries

Green Thumb Industries is trending as investors weigh potential federal rescheduling catalysts against new regulatory developments impacting the broader cannabis market. The community remains focused on the company's strong balance sheet, share repurchase initiatives, and its position as a top-tier operator relative to its sector peers.

Amentum Holdings, Inc. engages in mission-critical, technology-driven services in government and commercial markets. It operates through the Digital Solutions and Global Engineering Solutions segments. The Digital Solutions segment provides advanced digital and data-driven solutions including intelligence analytics, space system development, cybersecurity, and next generation IT. The Global Engineering Solutions segment manages large-scale environmental remediation, nuclear power solutions, platform engineering, sustainment and supply chain management. The company was founded on November 26, 2019 and is headquartered in Chantilly, VA.

Amentum Holdings Inc.

Amentum Holdings Inc. is seeing intense community debate as investors navigate persistent volatility, with many citing algorithmic selling pressure and a broader sector downturn as the primary drivers of recent price weakness. Despite the frustration surrounding the stock's inability to hold gains, supporters remain focused on the company's significant backlog, its critical role in government and infrastructure projects, and the potential for a long-term turnaround.

Trulieve Cannabis Corp. engages in the cultivation, processing, manufacturing, and retail distribution of medical and adult-use cannabis products. It cultivates and produces its products in-house and distributes to its branded stores, as well as directly to patients via home delivery. The company was founded by Kim Rivers & Jason Pernell on September 17, 1940 and is headquartered in Tallahassee, FL.

Trulieve Cannabis Corp - Ordinary Shares (Sub Voting)

Trulieve Cannabis

Trulieve is trending as investors rally around its upcoming NYSE uplisting, viewing the move as a major institutional catalyst and a significant milestone for the US cannabis sector. The community is actively discussing the company's strong market position in Florida and the potential for increased institutional capital as it prepares to transition away from the OTC market.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending as investors rally behind positive Phase 3 clinical data for its next-generation obesity treatment, retatrutide, which demonstrates significant weight loss potential. The community is actively debating the stock's long-term competitive positioning against Novo Nordisk while monitoring institutional interest in the company's expanding vaccine and oncology pipelines.

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$APLD so where are we at now? I can’t keep up. Is it Coreweave at 2 of the campuses and this mystery investment grade hyperscaler at the other 3? Or is it Coreweave at 1, a mystery company at 1, and another mystery company at these other 3? I suppose at some point I’m not gonna be able to keep up even if I try, but for now I’m trying

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 so where are we at now? I can’t keep up. Is it Coreweave at 2 of the campuses and this mystery investment grade hyperscaler at the other 3? Or is it Coreweave at 1, a mystery company at 1, and another mystery company at these other 3? I suppose at some point I’m not gonna be able to keep up even if I try, but for now I’m trying

Rob Stonkowski

@RobStonkowski Can&#39;t tell the tenants without a scorecard...

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 Can't tell the tenants without a scorecard...

Joe Bilich

@RobStonkowski  
PF1 - Coreweave 400MW 
PF2 - HS #1 200mw contracted, 300mw construction 
PF3 - HS # 2 300mw 
 
DF1 - HS#2 300MW 
DF2 - HS#2 210MW

The Chosen One

Matt Rocha

  
PF1 - Coreweave 400MW 
PF2 - HS #1 200mw contracted, 300mw construction 
PF3 - HS # 2 300mw 
 
DF1 - HS#2 300MW 
DF2 - HS#2 210MW

@RobStonkowski I believe one of the mysteries to be Oracle.

 I believe one of the mysteries to be Oracle.