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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 trending after reporting blockbuster earnings and strong guidance, yet the stock's unexpectedly negative price action is sparking widespread frustration and claims of market manipulation, with the community debating whether this is a 'sell the news' event or a calculated effort to liquidate options.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is surging following a surprisingly profitable earnings report that showcased strong expense management and a significantly improved outlook, alongside multiple new Material Transfer Agreements including a key oncology focus for its Matrix-M adjuvant, igniting fervent short-squeeze chatter and long-term buyout speculation among the community.

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

Trade Desk is trending after weak Q1 guidance overshadowed a Q4 earnings beat, leading to a sharp sell-off and analyst downgrades. The community is fiercely debating whether this represents an oversold 'bargain' given strong fundamentals and a new buyback program, or if decelerating growth and competitive concerns signal further downside.

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 experiencing a significant sell-off following a substantial earnings miss and reduced 2026 revenue guidance, triggering widespread investor frustration over perceived management credibility issues. Despite the sharp drop, a segment of the community sees this as an overreaction and a compelling long-term buying opportunity within the growing energy storage sector.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending following strong financial results that exceeded expectations, recent news of deploying a major quantum-secure network in Europe, and selection for a significant defense contract. These catalysts are driving bullish sentiment and calls for a short squeeze, despite ongoing community skepticism regarding the company's high valuation and profitability trajectory within the nascent quantum computing sector.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending amid its ambitious projection to sell 1 million 3D-stacked AI chips by 2027 and the launch of a new 6G-class SoC, ahead of eagerly anticipated earnings expected to reveal significant AI revenue growth. The community remains largely bullish, buying dips despite price declines that many attribute to market manipulation, confident in the company's indispensable role in the expanding AI infrastructure.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladoc Health is actively discussed following its Q4 earnings report, which showcased positive free cash flow and international growth, alongside the extension of key Medicare telehealth flexibilities, leading the community to intensely debate its deep undervaluation and the prospects of a major short squeeze.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is trending after reporting strong earnings that surpassed market expectations, driven by significant growth in its Alani Nu brand. The community is energized, discussing the company's long-term potential for international expansion and expecting further analyst upgrades.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is a hot topic following a Q4 earnings report and the announcement of CEO Doug Ingram's retirement, which has intensified debate among investors. The community is split, with some expressing deep frustration over the stock's persistent volatility and alleged short manipulation, while others are aggressively buying dips, confident in the company's undervalued commercial gene therapy and pipeline assets, especially amid international expansion.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce (CRM) is trending following its Q4 earnings report, with community discussion centered on a massive $50 billion share buyback and increased dividend, which bulls see as a strong vote of confidence countering concerns about AI disruption and mixed guidance in the broader software sector.

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Flat today with $SPY down 2%.
Shorted $TTD.
Sold $BEKE (+1.8%), $LULU (-12.4%).
47% long by 7% short. 14% long Consumer Discretionary, 8% long Finance, 7% long Consumer Staples, 7% long Energy. https://www.techtrader.ai/wall/?date=1768949022&amp;post=16162

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KE Holdings Inc - ADR

Lululemon Athletica Inc

 (-12.4%).
47% long by 7% short. 14% long Consumer Discretionary, 8% long Finance, 7% long Consumer Staples, 7% long Energy. 