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Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending as investors anticipate the imminent finalization of its acquisition of Northern Data, a strategic move that significantly expands its AI infrastructure through additional data centers and GPU capacity. The community is actively debating the potential for a short squeeze and the company's long-term pivot toward becoming a major AI cloud player backed by significant institutional partnerships.

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 stock is facing significant downward pressure and intense community frustration as it struggles to maintain key support levels amid ongoing regulatory scrutiny and geopolitical concerns. Investors are actively debating whether the current sell-off represents a deep value buying opportunity or a persistent trap, with many pointing to a disconnect between the company's AI-focused fundamentals and its lagging price performance compared to U.S. tech counterparts.

NIO, Inc. operates as a holding company, which engages in the design, development, manufacture, and sale of smart electric vehicles. It offers its products under the brands NIO, ONVO, and FIREFLY. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Shanghai, China.

NIO Inc - ADR

NIO Inc

NIO is trending as investors debate whether the company's strong delivery targets and profitable growth can overcome a broader market sentiment favoring domestic tech stocks over Chinese equities. The community is actively discussing the influence of potential institutional manipulation and options expiration on the stock's persistent price suppression despite positive fundamental developments.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is capturing market attention following the announcement that its advanced 18A-P chip process has entered risk production, fueling community speculation about a potential foundry partnership with Apple. While investors are actively debating the stock's future amid Jim Cramer's recent bullish endorsement and heavy institutional options flow, the community remains divided between those expecting a significant long-term turnaround in AI infrastructure and those bracing for volatility due to broader macroeconomic pressures.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is experiencing significant selling pressure amid ongoing M&A speculation, with investors debating whether the stock's recent decline is a valuation reset or a loss of confidence in leadership's growth strategy. While some members of the community view the current price as a buying opportunity, others are actively betting on further downside, citing a lack of clear direction following denied takeover rumors and mounting frustration over the stock's prolonged underperformance.

Arqit Quantum, Inc. engages in the provision of cybersecurity services via satellite and terrestrial forms. Its product is QuantumCloud which secures devices with cloud-based quantum encryption. The company was founded by David John Williams and David James Bestwick on April 26, 2021 and is headquartered in London, the United Kingdom.

Arqit Quantum Inc

Arqit Quantum is experiencing significant volatility and community attention driven by its role as a pure-play provider of post-quantum cybersecurity, with investors closely monitoring potential short squeeze mechanics due to a limited float and high short interest. Market participants are actively discussing the firm's strategic partnerships with major tech entities and the urgent sector-wide pivot toward quantum-resilient encryption to address national security and data privacy threats.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is facing intense volatility as traders debate the company's long-term viability amid ongoing concerns over insider selling, complex debt structures, and unresolved regulatory scrutiny. The community remains sharply divided, with bulls pointing to the potential for disruptive growth in the used car market while skeptics argue the stock's valuation is detached from fundamentals and heavily influenced by manipulative trading patterns.

Butterfly Network, Inc. designs a medical imaging device that reduces the cost of real-time and three-dimensional imaging and treatment. It develops and provides a whole-body portable ultrasound scanner called the iQ Device and related hosted, web-based application, application programming interfaces and platform services, which the firm offer to physicians or other licensed health care providers. Its products include iQ+ Ultrasound, Butterfly Enterprise and iQ Vet. The company was founded by Jonathan M. Rothberg on January 25, 2011 and is headquartered in Burlington, MA.

Butterfly Network Inc - Ordinary Shares - Class A

Butterfly Network Inc

Butterfly Network is trending as investors digest the company's transition into a semiconductor-focused AI platform, fueled by optimism over its 'Ultrasound-on-Chip' technology and strategic licensing partnerships. Community sentiment remains polarized, with long-term investors highlighting growth in the medical school market and institutional support, while others express frustration over insider selling and past volatility.

BTQ Technologies Corp. engages in the business of post-quantum encryption. Its products include: QCIM, QSSN, OSS, QPoW, QRiNG. The company was founded by Nicolas Roussy Newton on Novemeber 23, 1983 and is headquartered in Vancouver, Canada.

BTQ Technologies Corp

BTQ is capturing investor attention as the community anticipates potential commercial breakthroughs in its quantum-secure hardware and post-quantum cryptography solutions. Sentiment is largely driven by technical momentum, recent strategic hires in New York, and ongoing discussions regarding the stock's long-term potential as a critical player in securing blockchain and financial infrastructure.

Root, Inc. is a technology insurance company, which engages in the provision of insurance services. It offers mobile telematics and technology platforms to segment individual risk based on complex behavioral data and customer experience to make pricing decisions and grow businesses. It provides insurance products and services in the United States. The company was founded by Alexander E. Timm and Daniel Manges in February 2015 and is headquartered in Columbus, OH.

Root Inc - Ordinary Shares - Class A

Root Inc

Root Inc. is trending as investors weigh the stock's significant decline against the company's efforts to achieve record profitability through cost discipline and strategic partnerships like Carvana. The community remains deeply divided, with some betting on a turnaround fueled by potential buybacks and efficiency gains, while others continue to express concerns over management's compensation, slowing policy growth, and ongoing insider selling.

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$RKT I would not own Rocket here. Lots of risks as the Fed raises rates. Wait for it to get cheaper. (no position)

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Rocket Companies Inc

 I would not own Rocket here. Lots of risks as the Fed raises rates. Wait for it to get cheaper. (no position)

Tracey Ryniec

@TraceyRyniec The best opportunities rarely come with consensus.

If everyone waits for housing to recover first, the repricing has already happened.

$RKT isn’t a bet on today.

It’s a bet on the next cycle. 💲🪽

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 The best opportunities rarely come with consensus.

If everyone waits for housing to recover first, the repricing has already happened.



 isn’t a bet on today.

It’s a bet on the next cycle. 💲🪽

@WhiteWingsIntegration Normally, I would agree. And there will be an opportunity for that. You won&#39;t time the bottom correctly, but the Fed hasn&#39;t even raised yet so we&#39;re not at the bottom in the stock. Look to 2022 for what is going to happen.

 Normally, I would agree. And there will be an opportunity for that. You won't time the bottom correctly, but the Fed hasn't even raised yet so we're not at the bottom in the stock. Look to 2022 for what is going to happen.

@TraceyRyniec 

Respectfully, I view it differently.

$RKT today isn’t the company it was in 2022.

The market is focused on the next Fed move.

I’m focused on a different question:

“Will this business be materially stronger five years from now than the market currently expects?”

I believe the answer is yes.

That’s why I pay attention when sentiment is weak and consensus turns bearish.

Patience… then repricing. 💲🪽

 

Respectfully, I view it differently.



 today isn’t the company it was in 2022.

The market is focused on the next Fed move.

I’m focused on a different question:

“Will this business be materially stronger five years from now than the market currently expects?”

I believe the answer is yes.

That’s why I pay attention when sentiment is weak and consensus turns bearish.

Patience… then repricing. 💲🪽

@WhiteWingsIntegration You can&#39;t fight the Fed. Rocket&#39;s business, especially in refis, will be punished if the Fed raises twice this year. No reason to own it. It&#39;s dead money for now. I can buy it much cheaper in 2027.

 You can't fight the Fed. Rocket's business, especially in refis, will be punished if the Fed raises twice this year. No reason to own it. It's dead money for now. I can buy it much cheaper in 2027.

@TraceyRyniec $RKT 🏡

Consensus is debating the next Fed meeting.

I’m asking:

Will this business be materially stronger five years from now than the market currently expects?

I think the answer is yes.

That’s my thesis. 

Time will tell.

 🏡

Consensus is debating the next Fed meeting.

I’m asking:

Will this business be materially stronger five years from now than the market currently expects?

I think the answer is yes.

That’s my thesis. 

Time will tell.