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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

AMD is trending as investors discuss the potential impact of earnings on the broader market, especially regarding AI growth expectations. The community is weighing positive earnings against a high P/E ratio, with some fearing a pullback similar to other tech stocks that have recently reported. Discussions also include Amazon reportedly selling its stake in AMD.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is trending due to concerns surrounding its latest earnings report and forward guidance, sparking worries about the company's performance within the booming AI sector. Community discussions are focused on management's credibility, specifically CEO Charles Liang's communication style and the company's ability to execute its growth strategy. Some investors are concerned with SMCI's financial reporting and business practices.

Bitcoin is the first successful internet money based on peer-to-peer technology; whereby no central bank or authority is involved in the transaction and production of the Bitcoin currency. It was created by an anonymous individual/group under the name, Satoshi Nakamoto. The source code is available publicly as an open source project, anybody can look at it and be part of the developmental process.  Bitcoin is changing the way we see money as we speak. The idea was to produce a means of exchange, independent of any central authority, that could be transferred electronically in a secure, verifiable and immutable way. It is a decentralized peer-to-peer internet currency making mobile payment easy, very low transaction fees, protects your identity, and it works anywhere all the time with no central authority and banks.  Bitcoin is designed to have only 21 million BTC ever created, thus making it a deflationary currency. Bitcoin uses the SHA-256 hashing algorithm with an average transaction confirmation time of 10 minutes. Miners today are mining Bitcoin using ASIC chip dedicated to only mining Bitcoin, and the hash rate has shot up to peta hashes.  Being the first successful online cryptography currency, Bitcoin has inspired other alternative currencies such as Litecoin, Peercoin, Primecoin, and so on.  The cryptocurrency then took off with the innovation of the turing-complete smart contract by Ethereum which led to the development of other amazing projects such as EOS, Tron, and even crypto-collectibles such as CryptoKitties.

Bitcoin

Bitcoin is experiencing volatility as it dips below a key psychological level, sparking fear and speculation within the community about a potential bear market. Community members are actively debating potential bottom levels and the influence of macroeconomic factors and large liquidations. Uncertainty around potential government actions and overall market sentiment are adding to the price swings.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Despite some positive metrics and anticipation of a rate cut catalyst, Upstart's stock faces downward pressure, leading to active community discussion around potential short squeezes and future growth prospects. Investors are debating whether recent partnerships and expansion into new lending verticals will drive growth, or if credit market concerns will continue to weigh on the stock. Community members are closely watching for a potential breakout, while others express concern about the stock's performance in the current economic climate.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as investors discuss its new robotics company, Mind Robotics, and its potential impact. Community members are also analyzing recent earnings and Q3 revenue expectations, with many expressing optimism for the future despite concerns about profitability and production. The upcoming R2 launch and its potential to compete with Tesla's Model Y are also key talking points.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global (ZETA) is trending after its Q3 earnings, with community members highlighting the company's consistent beat-and-raise performance. Discussions revolve around the potential for further price target increases and the impact of the Marigold acquisition on future earnings. Despite positive results, some traders express confusion about the stock's price action, attributing it to market conditions or short-term manipulation.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is trending as the community analyzes recent earnings, which revealed a miss despite revenue being in-line with expectations, leading to a stock tumble. Community members are discussing the impact of increased spending on AI infrastructure and debating whether the company is undervalued. Some traders express frustration with the stock's performance, while others remain bullish, anticipating long-term growth and potential for acquisition.

Digital Turbine, Inc. is a mobile growth platform that offers solutions for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The firm operates through the On Device Solutions (ODS) and App Growth Platform (AGP) segments. The ODS segment generates revenue from the delivery of mobile application media or content to end users with solutions for all participants in the mobile application ecosystem that want to connect with end users and consumers who hold the device. This includes mobile carriers and device OEMs that participate in the app economy, app publishers and developers, and brands and advertising agencies. The AGP segment provides platforms that allow mobile app publishers and developers to monetize their monthly active users via display, native, and video advertising. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

APPS is trending due to positive sentiment surrounding a recent earnings report and increased full-year outlook, with some investors hoping for a price target increase. The community highlights the company's confidence in pursuing a significant market opportunity and anticipates further gains. Discussions also involve speculation about AI integration and potential impacts from changes in the app store landscape.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axon Enterprise is experiencing a significant sell-off, driven by concerns about high valuation and profit taking after a recent earnings report despite raised guidance. The community is debating whether this drop represents a buying opportunity or a sign of slowing growth and valuation concerns with some fearing the high P/E ratio. Discussions also involve potential impacts from government shutdowns and broader market conditions with community members actively sharing insights and predictions.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending amidst mixed community sentiment following its latest earnings report, with some highlighting positive revenue growth and net income while others express concern over valuation and same-restaurant sales. The stock's price movement and future potential are being debated, especially in comparison to competitors like Chipotle and Sweetgreen. Discussions include growth prospects, expansion plans, consumer spending habits, and potential market share gains.

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$ADAPY Exactly we are still entitled to get MS and regulatory payments from lete-cel development.  Uza-cel is gone and that is a partnership between GLPG and USWorldmed.  Whether GLPG stays in that PS we are gonna find out given they have shelved their cell therapy pipeline

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@Herre62 @US_Bull Yes, USWM publicly says they plan to bring lete-cel to the U.S. with potential approval in 2026 and will continue development of uza-cel with Galapagos. This matches Adaptimmune’s asset sale announcement for ~$55 m upfront + up to ~$30 m milestones. What’s key: Adaptimmune sold those “late-stage/commercial” assets to USWM, so they no longer control lete-cel commercially, but they do retain the earlier-stage rights. That distinction is what a lot of confusion online comes from

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Adaptimmune Therapeutics Plc - ADR

 Exactly we are still entitled to get MS and regulatory payments from lete-cel development.  Uza-cel is gone and that is a partnership between GLPG and USWorldmed.  Whether GLPG stays in that PS we are gonna find out given they have shelved their cell therapy pipeline

@US_Bull  my point was  that USWM just reinstated that Galapagos will continue  Uza Cell  partnership with Adaptimmune  .. I think that is very important update  on july 2025..

  my point was  that USWM just reinstated that Galapagos will continue  Uza Cell  partnership with Adaptimmune  .. I think that is very important update  on july 2025..