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ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending as shares rally following an analyst upgrade from Bank of America and continued market rotation from the semiconductor sector back into enterprise software. Community members are actively debating the sustainability of this price movement, with many focusing on the stock's role in the AI landscape, while others monitor for potential technical resistance levels and profit-taking opportunities.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing increased volatility and investor scrutiny after the Gates Foundation completed the exit of its long-term position, an event many in the community view as a routine philanthropic liquidation rather than a bearish signal. Sentiment is currently divided, with bulls pointing to a significant new position from Bill Ackman and strong institutional accumulation as signs of a structural bottom, while bears remain focused on sluggish price action and broader sector rotation away from software.

Chewy, Inc. operates as an online retailer of pet food and other pet-related products and services. It supplies pet medications, food, treats and other pet-health products and services for dogs, cats, fish, birds, small pets, horses, and reptiles. It has a portfolio of pet healthcare offerings that includes Chewy Pharmacy, Connect with a Vet, and CarePlus, an exclusive suite of pet-first insurance and wellness plans. The company was founded by Ryan Cohen and Michael Day in September 2011 and is headquartered in Plantation, FL.

Chewy Inc - Ordinary Shares - Class A

Chewy Inc

Chewy is under significant selling pressure as investors react to leadership changes, including the retirement of its CTO, and concerns over a weaker-than-expected outlook for the coming quarter. The community is actively debating the stock's long-term value against its recent performance, with many weighing whether to average down at these 52-week lows or wait for a clearer signal of a bottom.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSpark is trending as investors digest a recent Q2 earnings miss while maintaining high optimism around the company's strategic pivot toward high-performance computing and AI data center infrastructure. The community remains intensely focused on the potential for an imminent hyperscaler deal, with active discussions weighing the company's massive power pipeline against execution risks and high short interest.

Bakkt, Inc. is building the backbone of next-generation financial infrastructure. The company provides solutions that enable institutional participation in the digital asset economy, spanning Bitcoin, tokenization, stablecoin payments, and AI-driven finance. Bakkt was founded in 2018 and is headquartered in New York, NY.

Bakkt Inc. - Ordinary Shares - Class A

Bakkt Holdings Inc

Bakkt is experiencing heightened volatility and intense community scrutiny following a significant $48 million direct share offering to a single institutional investor. While some investors interpret the capital raise as a vote of confidence and a necessary step to fuel future growth, many in the community remain skeptical due to ongoing concerns about dilution, historical management performance, and the company's ability to execute on its strategic pivots.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is seeing intense community debate as investors weigh the company's regulatory head start against frustrations over its zero-revenue status and lack of finalized datacenter partnerships. While some traders view the current volatility as a long-term accumulation opportunity ahead of upcoming earnings, others are skeptical of management's execution and the broader sector's cooling momentum.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is facing intense selling pressure as it struggles to hold key technical support levels, leaving investors divided between those viewing the decline as a bargain accumulation opportunity and others frustrated by the stock's persistent underperformance. Market participants are actively debating the impact of macroeconomic headwinds and interest rate sensitivity on the company's valuation, while sentiment remains strained by concerns over dilution and a lack of immediate catalysts.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is garnering significant attention as investors position it as a defensive play ahead of upcoming earnings, while simultaneously debating its high valuation and sensitivity to broader macro pressures like inflation and fuel costs. Community discussion is heavily focused on technical breakout potential, the company's competitive stance against other major retailers, and its strategic pivots into AI-driven supply chain management and retail services.

Agilysys, Inc. operates as a technology company. It offers innovative software for point-of-sale, payment gateway, reservation and table management, guest offers management, property management, inventory and procurement, analytics, document management, and mobile and wireless solutions and services to the hospitality industry. The firm also serves the gaming industry for both corporate and tribal, hotels resort and cruise, foodservice management, and the restaurant, university, and healthcare sectors. The company was founded in 1963 and is headquartered in Alpharetta, GA.

Agilysys, Inc

Agilysys is seeing significant market interest following a record-breaking earnings report that surpassed analyst expectations on both revenue and profit. The community is actively debating the stock's momentum, with many highlighting its strong forward guidance and hospitality software growth, while others express concerns over valuation levels and potential pullbacks following the recent rally.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath Inc. is currently trending as investors debate whether the stock is a deep-value AI automation play or a structurally impaired value trap ahead of its upcoming earnings report. The community is heavily focused on the stock's high short interest and institutional accumulation, with retail traders aggressively debating its potential as a short squeeze candidate versus the long-term competitive threat posed by next-generation AI agents.

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American Fusion: In my opinion, if this works really well and independent testing proves it

This could be one of the most significant discovery in energy market

Just read the PR release today:

Highest assymetric upside in the entire stock market “if” they start commercializing this. 

Key Highlights of the press release today:

1.  Technical &amp; Development Milestones:
 •  Completed ninth prototype (half-megawatt system).
 •  Constructing a 5 MW pre-production unit (structural frame done; preparing final assembly and testing).
 •  Final stages of regulatory certification in Texas; planning independent third-party validation with PhDs and international testing equipment.
 •  Emphasizes internal success and upcoming peer-reviewed demonstration to prove “fusion can work.”

2.  Government &amp; Defense Interest:
 •  Significant engagement from multiple U.S. military branches and international partners (e.g., Canadian defense and space agencies).
 •  Strong demand for reliable, mobile, non-radioactive power in remote/strategic locations.
 •  Pursuing projects in Northern Canada, including a letter of intent for a 20 MW installation.
•  Market Strategy &amp; Applications:
 •  Targeting “behind-the-meter” opportunities: data centers, industrial facilities, remote operations.
 •  Data centers highlighted as an ideal fit — system produces high-voltage DC power matching their needs with minimal conversion.
 •  Evaluating larger units (20 MW, 50 MW, 100 MW) for remote communities to hyperscale infrastructure.
 •  Unique advantages: No radioactive waste (unlike fission), compact/portable (truck-transportable), scalable, and accelerated by advances in power electronics.
•  Path Forward:
 •  Near-term focus on independent testing and certification to enable commercial deployment.
 •  CEO Brent Nelson: Bottom line is the system works; next few months will prove commercial viability.
Importance for Energy Sector, Especially Data Centers

3.  Addresses Explosive Power Demand: Data centers (driven by AI/cloud computing) face severe power constraints. Traditional sources struggle with reliability, grid limitations, and environmental impact. Texatron™ offers clean, high-density, on-site (“behind-the-meter”) power without grid dependency or long permitting.

4.  Perfect Technical Match: Direct high-voltage DC output aligns with data center needs → reduces conversion losses and costs. ￼

5.  Strategic Edge: Non-radioactive, modular, and transportable design suits remote/hyperscale sites. Defense interest signals potential dual-use (military + commercial) revenue and validation.

6.  Broader Energy Disruption Potential: Positions fusion as a viable, near-term alternative to fission, renewables intermittency, and fossil fuels — especially for baseload, high-reliability applications.

7.  Upside Potential for Stock Price Appreciation (AMFN)
AMFN is a micro-cap OTC stock (recent prices around $0.12–$0.15, market cap in hundreds of millions post-share cancellation). ￼

8.  Catalyst-Driven Volatility: Positive milestones (successful 5 MW testing, third-party validation, regulatory approval, initial contracts) could trigger sharp re-rating, typical for fusion/spacetech names on de-risking news.

9.  Market Timing: Fusion hype + AI/data center power crisis creates tailwinds. Successful commercial proof could attract institutional interest, partnerships, or uplisting (e.g., toward OTCQB or beyond).

10.  Risk-Reward Profile: High-risk (early-stage tech, execution challenges, dilution history) but asymmetric upside if milestones hit. Share reduction (~56% cancellation) improves float structure. 

11.  Speculative Range: Near-term catalysts might drive multi-fold gains on volume; longer-term success (e.g., deployed units, defense contracts) could support substantial appreciation, though competition in fusion is intense and timelines often slip.

Disclaimer: This is a high-risk speculative investment. Fusion commercialization is technically challenging with historical delays. Do your own due diligence, review SEC filings, and consider volatility. The company has active PR/commercialization efforts.

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Bloom Energy Corp

Oklo Inc.

X-energy Inc

 

American Fusion: In my opinion, if this works really well and independent testing proves it

This could be one of the most significant discovery in energy market

Just read the PR release today:

Highest assymetric upside in the entire stock market “if” they start commercializing this. 

Key Highlights of the press release today:

1.  Technical & Development Milestones:
 •  Completed ninth prototype (half-megawatt system).
 •  Constructing a 5 MW pre-production unit (structural frame done; preparing final assembly and testing).
 •  Final stages of regulatory certification in Texas; planning independent third-party validation with PhDs and international testing equipment.
 •  Emphasizes internal success and upcoming peer-reviewed demonstration to prove “fusion can work.”

2.  Government & Defense Interest:
 •  Significant engagement from multiple U.S. military branches and international partners (e.g., Canadian defense and space agencies).
 •  Strong demand for reliable, mobile, non-radioactive power in remote/strategic locations.
 •  Pursuing projects in Northern Canada, including a letter of intent for a 20 MW installation.
•  Market Strategy & Applications:
 •  Targeting “behind-the-meter” opportunities: data centers, industrial facilities, remote operations.
 •  Data centers highlighted as an ideal fit — system produces high-voltage DC power matching their needs with minimal conversion.
 •  Evaluating larger units (20 MW, 50 MW, 100 MW) for remote communities to hyperscale infrastructure.
 •  Unique advantages: No radioactive waste (unlike fission), compact/portable (truck-transportable), scalable, and accelerated by advances in power electronics.
•  Path Forward:
 •  Near-term focus on independent testing and certification to enable commercial deployment.
 •  CEO Brent Nelson: Bottom line is the system works; next few months will prove commercial viability.
Importance for Energy Sector, Especially Data Centers

3.  Addresses Explosive Power Demand: Data centers (driven by AI/cloud computing) face severe power constraints. Traditional sources struggle with reliability, grid limitations, and environmental impact. Texatron™ offers clean, high-density, on-site (“behind-the-meter”) power without grid dependency or long permitting.

4.  Perfect Technical Match: Direct high-voltage DC output aligns with data center needs → reduces conversion losses and costs. ￼

5.  Strategic Edge: Non-radioactive, modular, and transportable design suits remote/hyperscale sites. Defense interest signals potential dual-use (military + commercial) revenue and validation.

6.  Broader Energy Disruption Potential: Positions fusion as a viable, near-term alternative to fission, renewables intermittency, and fossil fuels — especially for baseload, high-reliability applications.

7.  Upside Potential for Stock Price Appreciation (AMFN)
AMFN is a micro-cap OTC stock (recent prices around $0.12–$0.15, market cap in hundreds of millions post-share cancellation). ￼

8.  Catalyst-Driven Volatility: Positive milestones (successful 5 MW testing, third-party validation, regulatory approval, initial contracts) could trigger sharp re-rating, typical for fusion/spacetech names on de-risking news.

9.  Market Timing: Fusion hype + AI/data center power crisis creates tailwinds. Successful commercial proof could attract institutional interest, partnerships, or uplisting (e.g., toward OTCQB or beyond).

10.  Risk-Reward Profile: High-risk (early-stage tech, execution challenges, dilution history) but asymmetric upside if milestones hit. Share reduction (~56% cancellation) improves float structure. 

11.  Speculative Range: Near-term catalysts might drive multi-fold gains on volume; longer-term success (e.g., deployed units, defense contracts) could support substantial appreciation, though competition in fusion is intense and timelines often slip.

Disclaimer: This is a high-risk speculative investment. Fusion commercialization is technically challenging with historical delays. Do your own due diligence, review SEC filings, and consider volatility. The company has active PR/commercialization efforts.

Swing Trade Master

@TheBullishTrade 2-5 years away from poc and 5-10 years away from commercialization

 2-5 years away from poc and 5-10 years away from commercialization

Lelpleb

@TheBullishTrade also they dont have much cash at all less than 150m? Why do you like this play so much?

 also they dont have much cash at all less than 150m? Why do you like this play so much?