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Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology shares faced significant selling pressure following fiscal first-quarter results, as investors reacted to margin compression and analyst concerns over the company's optical revenue ramp, despite a top and bottom-line earnings beat. While some market participants express frustration over the sharp decline, many retail traders characterize the sell-off as an overreaction or a "shake-out" and are actively purchasing the dip, citing long-term AI connectivity growth and strong fiscal guidance.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

The primary catalyst for the stock's recent price drop is a ruling by the Federal Circuit affirming the invalidation of several older patents. Traders are debating whether this is a significant negative or a 'nothingburger,' as the community largely emphasizes that these specific patents are not linked to the substantial ongoing litigation and $445 million judgment against Micron, which remains the central focus for investors.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is experiencing high volatility as investors weigh disappointing revenue and earnings results against the company's long-term commercial pipeline and potential opportunities in the AI data center space. Community sentiment remains polarized between traders viewing the sell-off as an overreaction to dilution and ramp costs, and skeptics emphasizing a history of losses and share dilution.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell shares are trending following a strong quarterly earnings report that featured a significant revenue beat and a sharp increase in full-year guidance driven by surging demand for AI-optimized servers. While the community is debating the impact of market volatility and potential manipulation, many traders are reacting positively to the record-breaking AI backlog and analyst price target upgrades.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is trending following the release of strong fiscal fourth-quarter results and upbeat fiscal 2027 guidance, which prompted multiple analyst price target hikes despite some post-earnings volatility. While some traders debate the stock's high valuation and organic growth metrics compared to smaller peers, the broader community remains bullish on the company's platformization strategy and its role in meeting the surging cybersecurity demand driven by AI-related threats.

Advisorshares Trust - AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF

The community is closely monitoring the anticipated Administrative Law Judge (ALJ) recommendation on cannabis rescheduling, with many traders viewing the current price consolidation as a base for an eventual breakout upon this catalyst. While sentiment remains bullish, discussion is tempered by frustration over recent resistance at the $5 price level and the impact of low trading volume on sector volatility.

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

The stock is experiencing significant volatility and a sell-off, driven largely by profit-taking after a period of sustained gains and broader software sector weakness. While some traders view the pullback as a technical shakeout and a buying opportunity, others express concern over the company's high valuation and uncertainty regarding future interest rates.

Magnite, Inc. provides a technology solution to automate the purchase and sale of digital advertising inventory for buyers and sellers. It features applications and services for digital advertising sellers including websites, mobile applications, and other digital media properties. The company was founded by Frank Addante, Duc Chau, Craig Roah, Julie Mattern and Brian D. Baumgart on April 20, 2007 and is headquartered in New York, NY.

Magnite Inc

Magnite is gaining momentum as investors react to strong quarterly earnings, enhanced CTV growth, and an expanded partnership with JioHotstar, alongside continued anticipation for a regulatory ruling regarding Google's ad tech business. The community sentiment remains bullish, with many traders emphasizing the company's improved fundamental profile and the potential for a short squeeze given the significant open interest and short position.

LightPath Technologies, Inc. engages in the design, development, manufacture, and distribution of optical and infrared components. Its products include molded glass and assemblies, infrared molded lenses, diamond turned, conventional ground and polished ground lenses and assemblies, and collimator assemblies, which are used in applications involving light detection and ranging technology. The firm supports a range of customers in the field of industrial, laser, defense, medical, telecommunications, and instrumentation. The company was founded in1985 and is headquartered in Orlando, FL.

Lightpath Technologies, Inc. - Ordinary Shares - Class A

LightPath Technologies is trending following a pullback linked to broader market volatility and sector-wide weakness, with traders debating whether the decline is an overreaction to a possible delay in the Next Generation Short Range Interceptor (NGSRI) program. Despite the price drop, the community remains divided between those viewing the current levels as a significant buying opportunity based on intact defense sector tailwinds and those concerned about short-term momentum and execution.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB shares are experiencing a significant decline as investors weigh a strong earnings beat and raised full-year guidance against concerns about the slowing growth rate of its Atlas cloud database. Despite management's optimism regarding future AI-driven demand, the community remains divided, with some traders viewing the pullback as a buying opportunity while others express skepticism over the stock's valuation and growth trajectory.

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You can believe the A.I. won’t disrupt all these SAAS companies. It’s harder to believe that productivity gains won’t equal considerable license declines.
$ADBE
$CRM
$MSFT
$WDAY

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Adobe Inc

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Workday Inc

You can believe the A.I. won’t disrupt all these SAAS companies. It’s harder to believe that productivity gains won’t equal considerable license declines.


Troy

@TFars I see there use going up with AI

especially adobe and Microsoft

 I see there use going up with AI

especially adobe and Microsoft

Mortimer Duke

@doctorwho higher usage amongst a smaller amount of licensees is where I see things going.

 higher usage amongst a smaller amount of licensees is where I see things going.

@TFars for sure yes on workday and somewhat on salesforce. Agreed with these AI is more likely to increase per-seat revenue along with declining the number of paid seats.

Microsoft Copilot already at 15 million paid users on top of 450 million M365 seats, growing 6% YoY

Adobe products will see more seats too because the tools are finally becoming more accessible to those that can spit out prompts - think mid level managers paying vs outsourcing to design kid with pirated cs6 copy

 for sure yes on workday and somewhat on salesforce. Agreed with these AI is more likely to increase per-seat revenue along with declining the number of paid seats.

Microsoft Copilot already at 15 million paid users on top of 450 million M365 seats, growing 6% YoY

Adobe products will see more seats too because the tools are finally becoming more accessible to those that can spit out prompts - think mid level managers paying vs outsourcing to design kid with pirated cs6 copy

@doctorwho wife works at a fortune 100 and I can say less budget, less licensing, less headcount.

 wife works at a fortune 100 and I can say less budget, less licensing, less headcount.