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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 experiencing a sharp sell-off despite beating earnings expectations, as investors react negatively to a miss in services revenue and concerns over increasing supply-chain constraints. The broader community remains deeply divided, with some viewing the drop as a healthy correction after a significant recent run-up, while others see it as a bearish signal that the companys high valuation is no longer justified given slowing growth.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is in the spotlight as investors anticipate a strong earnings report, with the community closely tracking AWS growth and AI-driven capital expenditure as the primary catalysts for a potential rally. Sentiment remains largely bullish, with many traders drawing parallels to recent cloud-sector strength while debating whether the current price reflects a major breakout or if elevated spending levels will trigger volatility.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit shares experienced a sharp reversal after reports suggested potential friction in its data-licensing relationship with Google, though strong upcoming Q2 earnings expectations and analyst optimism are keeping investor attention high. The community remains divided, with active debates centered on whether the company's long-term AI potential and engagement metrics outweigh short-term volatility and concerns over moderation policies.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk Corp is seeing extreme volatility and a significant short squeeze, with the community actively debating whether this is a legitimate reversal fueled by strong AI capital expenditure narratives or merely a dead cat bounce. Investors are closely monitoring earnings sentiment and the sector-wide rotation back into semiconductors as traders weigh the risks of rapid price swings.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is surging as optimism builds around the potential passage of the Clarity Act, with traders closely monitoring legislative developments and crypto market momentum. The community is actively debating the stock's future, weighing potential regulatory breakthroughs against lingering concerns over earnings performance and broader market volatility.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is seeing significant market interest as it reports a major revenue beat and record-breaking demand for its indium phosphide wafer substrates, which are essential for AI-driven optical data center infrastructure. The community is actively debating the stock's potential for a short squeeze due to high short interest and strong customer commitments, while others remain cautious regarding its recent volatility and valuation.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox is trending as investors react to a significant new multi-billion dollar share repurchase program, sparking intense debate between those who see it as a strong vote of confidence and those who remain skeptical due to persistent growth concerns and regulatory headwinds. Community sentiment is deeply divided, with some actively buying the dip, while vocal critics continue to focus on management's execution and long-term profitability.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune Group Inc is trending as investors digest the FDA's recent briefing document ahead of a pivotal advisory committee meeting, with community discussion intensely divided over the drug's efficacy data and the possibility of a third complete response letter. While bullish investors point to unmet clinical needs and patient support, skeptics highlight significant concerns raised by regulators regarding trial design, data integrity, and the strength of the evidence supporting the drug's systemic impact.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is experiencing significant market volatility and investor scrutiny following a major $1.5 billion acquisition of Personalis, which has sparked intense debate over dilution risks and merger terms. While some in the community see the deal as a strategic move to dominate the precision oncology market, others are actively betting against the stock as traders weigh the company's long-term data moat against persistent short interest and recent earnings performance.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is seeing intense volatility and a sharp rebound as markets react to reports of major institutional position liquidations, alongside bullish commentary from hyperscalers regarding sustained memory demand and capital expenditure. The community is actively debating whether this movement represents a fundamental bottom-building event or a temporary relief rally driven by high-frequency trading and short-covering.

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$GOOGL  I can&#39;t even imagine how large this will be in terms of physical size. There&#39;s a $1B datacenter going in near me and it seemed like they had half of $CAT there leveling it. Even had to put a Deer sign on the road because the animals were fleeing all over the place.  https://stocktwits.com/news-articles/markets/equity/googl-backs-15b-financing-for-anthropic-linked-texas-ai-campus/cZN5f4hRJ2E

Alphabet Inc.'s (GOOGL) Google is reportedly supporting a $15-billion financing package for an Anthropic-linked AI data center campus in Texas, with financial guarantees and custom AI chips helping underpin the deal.

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GOOGL Backs $15B Financing For Anthropic-Linked Texas AI Campus - Project Reportedly Includes 1.6GW Power Plant

$GOOGL $CAT Seriously, the deer were fleeing for MONTHS! And this is only on the small end of large datacenters. $15B will probably build something bigger than most cities in Texas.

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Uncle Steven

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Caterpillar Inc.

  I can't even imagine how large this will be in terms of physical size. There's a $1B datacenter going in near me and it seemed like they had half of 

 there leveling it. Even had to put a Deer sign on the road because the animals were fleeing all over the place.  