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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is currently trending as investors debate its new initiative to monetize excess AI compute capacity by selling it as a cloud service. While bulls view this as a strategic move to turn heavy infrastructure spending into a lucrative revenue stream, bears are concerned it signals inefficient capacity management and heightened competition within the cloud sector.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is experiencing significant volatility as investors debate the impact of hyperscalers moving into cloud infrastructure, with bulls defending the stock as a key AI infrastructure leader and bears warning of potential oversupply risks. Despite the price swings, the community remains divided between those panic-selling and long-term believers who are aggressively buying the dip, citing strong institutional support and ongoing demand for specialized AI compute capacity.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing heightened selling pressure as market participants react to headlines regarding hyperscalers potentially selling excess compute capacity, sparking debates about long-term AI infrastructure demand versus supply gluts. The community remains deeply divided, with bulls highlighting CoreWeave's multi-year contracts and aggressive build-out plans as business validation, while bears point to persistent insider selling and debt-heavy balance sheets as major concerns.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is experiencing intense community debate following an earnings report that featured a revenue miss but provided a path toward margin expansion and recovery. While bears emphasize declining demand in China and stiff competition, bulls are aggressively buying the dip, pointing to strong internal cost discipline and the long-term potential of the brand's turnaround strategy.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is experiencing significant volatility following its exclusion from the Russell 2000 and subsequent inclusion in the Russell 1000/200, an index rebalancing event that triggered heavy technical selling pressure. Despite the price correction, the community remains intensely focused on the company's long-term potential as a critical AI infrastructure play, driven by high-conviction partnerships like the expanded $25 billion agreement with Brookfield to provide on-site power for data centers.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is facing significant selling pressure as investors weigh uncertainty around hyperscaler AI infrastructure strategies and ongoing sector-wide volatility. While some participants are capitalizing on the dip based on long-term AI compute and power infrastructure demand, others remain focused on frustration regarding management's communication, dilution risks, and a lack of recent major deal announcements.

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 facing intense scrutiny from its investor community as the stock continues to underperform compared to other data center peers, with shareholders voicing significant frustration over the lack of communication from leadership regarding strategic AI infrastructure and tenant updates. While some investors see the current price volatility as a potential entry point ahead of expected data center developments, the prevailing sentiment is dominated by disappointment in management's perceived lack of urgency and focus.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending as investors debate whether the current price represents a significant buying opportunity or a deeper structural failure, with the community closely tracking short interest, high borrow fees, and a potential "W" pattern on the chart. While retail participants remain divided over management's execution and lack of recent news, bulls are betting that the company's enterprise AI partnerships will trigger a reversal, whereas bears maintain that the stock's persistent decline reflects fundamental weakness.

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 seeing heightened volatility as traders weigh the company's aggressive capacity buildout against broader sector concerns regarding potential compute oversupply and project timelines. While investors remain focused on the firm's significant long-term hyperscaler contracts and near-term infrastructure energization milestones, the stock price continues to experience sharp intraday swings driven by algorithmic rotations and sentiment-heavy trading across AI infrastructure names.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is facing significant downward pressure as investors react to competitive fears following the launch of Open USD by major financial institutions, leading the community to debate whether this creates a long-term headwind or an oversold buying opportunity. While some participants are wary of insider selling and the stock's recent technical breakdown, others view the validation of stablecoins as a bullish long-term narrative for the asset's adoption and future utility.

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@SonGoku would you recommend DRAM as a long term hold.. like years?🙂

 would you recommend DRAM as a long term hold.. like years?🙂

@Debbietrades Better question would be how much of the portfolio you plan on allocating to DRAM.. plus I like taking stock assessments 1 year at a time since so much can happen in a year.. lower allocation less risky compared to a higher allocation of course. But yes from what I’m reading memory demand seems to be a multi year runway and possibly longer. I guess we’ll find out !

 Better question would be how much of the portfolio you plan on allocating to DRAM.. plus I like taking stock assessments 1 year at a time since so much can happen in a year.. lower allocation less risky compared to a higher allocation of course. But yes from what I’m reading memory demand seems to be a multi year runway and possibly longer. I guess we’ll find out !

@SonGoku thank you for the reply I appreciate it.. I’m allocating 20 percent so i feel comfortable with that 🙂

 thank you for the reply I appreciate it.. I’m allocating 20 percent so i feel comfortable with that 🙂

@Debbietrades As long as you feel comfortable and understand the risk that are involved it’s not a problem. Whenever I think of an investing decision I think first of how much I can lose and second how much i can make. Also for me I like buying slowly into my positions over time instead of one lump sum.. but different strategies for everyone. As long as it works for you that’s what matters !

 As long as you feel comfortable and understand the risk that are involved it’s not a problem. Whenever I think of an investing decision I think first of how much I can lose and second how much i can make. Also for me I like buying slowly into my positions over time instead of one lump sum.. but different strategies for everyone. As long as it works for you that’s what matters !