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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 its strong Q4 earnings report and significantly raised full-year guidance, driven by accelerating U.S. commercial revenue growth and a high Rule of 40 score. Community discussion is split between those celebrating the impressive AI-driven performance and skeptics questioning if the valuation can be sustained, with many anticipating volatility.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending following strategic acquisitions in Kentucky and Maryland, which more than double its power capacity to 2.8 gigawatts, signaling a significant acceleration in its pivot towards AI/HPC infrastructure. The community is actively discussing the transformative potential of these deals, anticipating a major decoupling from Bitcoin correlation and potential for a short squeeze as the company positions itself as a key power acquisition platform for hyperscalers.

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 heavily trending ahead of its imminent earnings report, which follows a multi-day sell-off and recent analyst downgrade to new 52-week lows, sparking intense debate among investors. The community is sharply divided between those expecting a further crash into the $40s and others who see it as a deeply undervalued buying opportunity, frequently citing perceived market manipulation against its strong fundamentals and significant buyback program.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

United States Antimony Corp (UAMY) is trending strongly as the community rallies against a widely disputed news report that caused a sector-wide decline, reinforcing discussions about UAMY's crucial role as the sole North American producer of antimony for national security and advanced technology. Investors are keenly anticipating significant government support through initiatives like 'Project Vault' and potential outcomes from an upcoming critical minerals summit.

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

Conflicting reports regarding OpenAI's satisfaction with Nvidia chips and the status of Nvidia's $100 billion investment in OpenAI are driving significant market conversation. The community is actively debating whether this news is FUD designed to create a buying opportunity ahead of upcoming earnings or reflects genuine concerns in the AI sector.

Rambus, Inc. engages in the provision of cutting-edge semiconductor and Internet Protocol products, spanning memory and interfaces to security, smart sensors and lighting. Its products include Memory Interface Chips, Interface IP, and Security IP. The company was founded by P. Michael Farmwald and Mark A. Horowitz in March 1990 and is headquartered in Sunnyvale, CA.

Rambus Inc.

Rambus (RMBS) is trending due to a significant stock price drop following its latest earnings report, which saw a mixed reaction from investors despite some numbers beating consensus. The community is actively debating whether the sharp decline is an overreaction or a justified correction, considering the company's integral role in memory interface solutions for AI and data centers, and its strong IP licensing revenue.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

The Walt Disney Company is trending after reporting better-than-expected earnings, fueled by record theme park revenue and strong streaming growth, though the stock has seen a muted reaction as the community debates the broader market environment and anticipates further news regarding CEO succession.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending following its plan to raise up to $50 billion in debt and equity to expand AI cloud infrastructure, which has ignited a polarized discussion among investors. While many express concern over potential dilution and the significant increase in debt, others view this as a strategic, aggressive investment to meet robust AI demand and position Oracle for future growth.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices (AMD) is a hot topic as it approaches its upcoming earnings report, with community speculation heightened by rumors of OpenAI seeking alternatives to Nvidia's chips. Investors are closely watching for updates on AI and data center growth, debating if the company can overcome historical post-earnings dips and navigate recent conflicting reports regarding MI450 chip production.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is trending as its stock has plummeted ahead of its Q4 earnings, fueling intense debate between frustrated investors demanding accountability from management and opportunistic buyers betting on a rebound, while the potential of its large user base and AR glasses remains a core talking point.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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Apple Inc.

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Microsoft Corporation

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Collect Income From AI’s #1 Energy Partner $BKH Also $NWE $META $NVDA $MSFT https://talkmarkets.com/content/stocks--equities/collect-income-from-ais-1-energy-partner?post=554093

I previously discussed companies that own land and water rights, which will be important to data center build-outs. But it all starts with energy. Without energy, data centers don't run. The electricity generator to take note of is Black Hills.