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FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is trending as investors weigh recent quarterly earnings against optimism surrounding the company's progress with the PORTHOS carbon-capture project and potential data center opportunities. The community is split, with some traders anticipating a rebound based on future growth, while others express frustration over financial performance and ongoing dilution.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell shares are trending following a blowout fiscal second-quarter earnings report, where the company significantly exceeded analyst expectations on both revenue and earnings while sharply raising its full-year outlook. The conversation is dominated by bullish sentiment regarding the company's surging AI-optimized server demand, with many traders pointing to its record $95 billion backlog as validation of an ongoing AI infrastructure supercycle.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

The primary catalyst driving conversation is the announcement of three preclinical study posters evaluating SLS009 at the upcoming AACR pancreatic cancer conference, which traders view as evidence of the company's platform expansion beyond AML. While some community members express frustration over the continued wait for the 80th event in the REGAL trial, others interpret the prolonged timeline as a sign of extraordinary patient survival and a deliberate strategic sequence by management to maximize buyout value.

GitLab, Inc. engages in the intelligent development, security, and operations (DevSecOps) platform for software innovation. It enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab shares surged following strong fiscal second-quarter financial results that beat Wall Street expectations for both revenue and earnings. The results, highlighted by record gross bookings and improving net retention, prompted a wave of positive analyst revisions and renewed investor confidence in the company's growth trajectory.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo shares declined following their latest quarterly results as investors reacted to margin compression and high valuation expectations, despite the company exceeding revenue and earnings forecasts. While retail sentiment remains optimistic, citing the company's strong growth trajectory in AI-driven connectivity, market debate persists over whether the current guidance adequately reflects potential long-term demand.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB shares dropped significantly after the company's latest earnings report, as investors expressed disappointment that Atlas revenue growth remained flat rather than showing the anticipated acceleration. While the company beat earnings and revenue expectations and raised its full-year guidance, the market reaction focused on concerns regarding the stock's high valuation and limited momentum in its growth engine.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as investors react to the CEO transition from Tim Cook to John Ternus and anticipation surrounding upcoming product launches, including a rumored foldable iPhone. While some traders view the stock as a reliable market stabilizer during broader index volatility, others express skepticism regarding the company's valuation and pace of innovation.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is seeing increased attention as traders discuss the company's recent AI model advancements and a new geothermal power agreement with Fervo Energy. While some investors remain cautious about search engine competition and broader economic concerns, others highlight the company's cloud growth and valuation as reasons for optimism.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is trending as investors debate the impact of AI-driven cybersecurity demand versus the stock's premium valuation following strong recent gains. While many traders cite the firm's robust platformization strategy as a durable growth catalyst, others caution against the stock's high P/E ratio and express skepticism regarding organic growth versus acquisition-fueled results.

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 is facing significant downward pressure as traders debate its outlook relative to fintech peers, with some investors expressing frustration over the stock's stagnant price action and lack of S&P 500 inclusion, while others maintain a long-term bullish thesis based on the company's growth and institutional ownership. Sentiment is deeply divided between retail investors who feel frustrated by perceived manipulation and dilution, and those advocating for a "buy the dip" approach in anticipation of long-term valuation expansion.

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$SMCI Lol even ENPH is valued higher than SMCI is.  
 
Thats how you know this is a steep discount. They earn between $0.7 EPS to $3 EPS for a full FY currently around 0.3 to 0.5 EPS per quarter so lets use the high end of 0.5 thats $2 EPS per year. 
 
$2 x 15 PE = $30 their trading at $46. 
 
SMCI is making roughly 80c to what weve been told is to expect $1 for Q1 and higher going forward. 
 
Lets use 80c for the lols. 
 
80c x 4 = $3.6 EPS x 15PE = $54 
 
JUST BUY THE DIP