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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 surging as investors closely monitor CEO Jensen Huang's inclusion in the high-stakes U.S.-China trade summit, fueling optimism for potential breakthroughs in restricted chip exports to Chinese markets. The community is actively debating the stock's massive rally and future growth potential while dismissing recent short-seller reports as noise against the backdrop of record-breaking institutional demand and upcoming earnings.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is surging following a strong earnings report that highlighted a significant re-rating of its AI infrastructure capabilities and record-breaking demand for networking products. The community is actively discussing the stock's massive overnight gain, drawing parallels to the dot-com era while debating if this rally represents a fundamental shift in its role as a key AI plumbing provider.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy is trending following a massive quarterly revenue surge and the launch of a new joint venture with Cerberus aimed at scaling long-duration energy storage. The community is actively debating the stock's future, highlighting a significant short interest squeeze potential versus concerns over capital dilution and the company's long-term operational execution.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as investors and community members closely monitor the upcoming quarterly earnings report and management's guidance on revenue growth and defense contracts. Discussion is heavily divided between retail traders debating the impact of ongoing share dilution and institutional investors significantly increasing their stakes ahead of the potential volatility.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix is trending as investors react to the company's shift from a pure development story to a commercialization phase, despite lingering concerns over smartphone battery qualification timelines. The community is actively debating the significance of recent leadership appointments and the potential for new revenue streams from smart eyewear and drone applications to offset delays.

Energy Vault Holdings, Inc. engages in the provision of energy storage solutions. The company was founded in September 2020 and is headquartered in Westlake Village, CA.

Energy Vault Holdings Inc

Energy Vault Holdings is gaining attention as investors weigh the company's expanding backlog and strategic agreements against short-term market volatility and sector-wide sentiment. The community is actively debating the stock's potential to capitalize on the growing demand for AI data center energy infrastructure and grid stability, with many closely watching for upcoming earnings catalysts.

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 Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is seeing intense volatility as investors debate its valuation and future growth potential while heavy institutional call options activity suggests anticipation of a near-term rebound. The community remains sharply divided between bulls defending the company's long-term enterprise software expansion and bears pointing to a persistent downtrend and competitive pressures.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending as investors weigh significant AI infrastructure investments against a mixed earnings report, with community sentiment split between skepticism over profitability and bullish hopes driven by a potential breakthrough in trade relations during the Trump-Xi summit.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is trending as investors weigh significant insider buying, including a major stake acquisition by the board chair, against continued volatility and concerns regarding credit quality ahead of the upcoming PriceRunner lawsuit verdict. The community remains deeply divided, with many traders attempting to scalp the stock's high volatility while long-term bulls defend its potential for growth following recent strategic partnerships with Google.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is seeing increased investor activity driven by the launch of Ford Energy, a new subsidiary focused on battery storage systems for data centers and industrial clients to support surging AI power demands. While some traders are reacting to this strategic pivot as a potential long-term re-rating, community discussion remains divided between those betting on an AI-driven energy play and others skeptical of the company's historical performance and reliance on legacy auto revenue.

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$ABCL 

$ABCL
 Short and sweet from Carl today. 

TL;DR “we have best in world capabilities integrated into our platform and its differentiated. We’ll be developing drugs with high technical barriers and low competition. The market doesn’t care about a story and wants to see results. Fair enough - we’ll show you with results” 

I’m paraphrasing here, but that was the main takeaway I had. 

For 635, management is not promising or saying they “expect” this, but did once again make note of the ~potential~ for improved efficacy. That would be huge. 

The bar right now is set for equivalent efficacy to small molecules with improved safety and dosing (monthly). Let’s see if they can hit the trifecta and get improved efficacy as well.

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AbCellera Biologics Inc


 Short and sweet from Carl today. 

TL;DR “we have best in world capabilities integrated into our platform and its differentiated. We’ll be developing drugs with high technical barriers and low competition. The market doesn’t care about a story and wants to see results. Fair enough - we’ll show you with results” 

I’m paraphrasing here, but that was the main takeaway I had. 

For 635, management is not promising or saying they “expect” this, but did once again make note of the ~potential~ for improved efficacy. That would be huge. 

The bar right now is set for equivalent efficacy to small molecules with improved safety and dosing (monthly). Let’s see if they can hit the trifecta and get improved efficacy as well.