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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is experiencing a significant surge as it breaks out of a long consolidation period to reach new all-time highs, driven by investor confidence in its central role in the expanding AI infrastructure market. The community remains deeply divided, with bulls pointing to the company's dominant growth and infrastructure moat, while skeptics warn of a speculative bubble fueled by heavy capital expenditures and concerns over sustainable AI demand.

Bed Bath & Beyond, Inc. engages in the provision of an e-commerce platform. It offers furniture and home furnishing products and services. The company was founded on May 5, 1997 and is headquartered in Murray, UT.

Bed Bath & Beyond Inc.

Bed Bath & Beyond Inc

Bed Bath & Beyond is seeing heightened activity as investors weigh recent reports of revenue growth and progress on turnaround strategies against concerns regarding ongoing dilution and cash burn. The community remains deeply divided, with some traders targeting technical breakout levels and potential acquisition synergies, while others remain skeptical about the firm's long-term viability and operational performance.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is trending as investors focus on the company's transition into an AI infrastructure giant, driven by the anticipated energization of its massive Helios data center and its partnership with CoreWeave. While the community remains divided over the stock's sensitivity to Bitcoin volatility and a lack of specific contract updates, many are aggressively accumulating shares, viewing the current price as a discount ahead of earnings and future hyperscaler announcements.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is currently under pressure as investors react to broader concerns regarding the sustainability of high AI infrastructure spending, compounded by reports that OpenAI has missed internal growth targets. Community sentiment remains polarized, with some investors seeing the volatility as a buying opportunity given Oracle's massive contract backlog, while others express caution over the company's significant debt commitments.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica is experiencing significant price volatility following a robust quarterly earnings report that featured raised full-year guidance and strong momentum in AI infrastructure demand. While investors are debating whether the recent sell-off represents an attractive buying opportunity or a correction in a stretched AI-linked stock, community sentiment remains largely optimistic about the company's long-term growth and its strategic positioning in data center technology.

United Parcel Service, Inc. is a package delivery company, which engages in the provision of global supply chain management solutions. It operates through the following segments: U.S. Domestic Package, International Package, and Supply Chain Solutions. The U.S. Domestic Package segment includes time-definite delivery of letters, documents, and packages. The International Package segment focuses on delivery and shipments in Europe, Asia, the Indian sub-continent, the Middle East, Africa, Canada, and Latin America. The Supply Chain Solutions is involved in forwarding, logistics, Coyote, Marken, and UPS Mail Innovations. The company was founded by James E. Casey and Claude Ryan on August 28, 1907 and is headquartered in Atlanta, GA.

United Parcel Service, Inc. - Ordinary Shares - Class B

United Parcel Service, Inc.

United Parcel Service is facing increased scrutiny as investors weigh its Q1 earnings beat against a broader strategic pivot that includes significant job cuts, the scaling back of Amazon deliveries, and ongoing margin pressures from higher fuel costs. The community remains deeply divided, with some betting on a long-term turnaround fueled by cost-cutting initiatives, while others express skepticism over the company's competitive position against rivals and the impact of labor-related expenses.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning, Inc. (GLW) is seeing a surge in investor interest driven by its role as a key supplier of optical fiber and connectivity hardware essential for the infrastructure buildout of data centers powering Gen AI. While some in the community highlight the stock's significant year-to-date gains and generational growth potential through large hyperscaler partnerships, others remain cautious, debating whether its valuation has become overextended following a sharp, vertical climb.

Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on computers, tablets, and mobile and smart devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Luxembourg.

Spotify Technology S.A.

Spotify is trending following a record-breaking earnings report that highlighted massive user growth and expanded profit margins, fueling discussions about its transition into a high-margin cash generator. While some investors remain cautious about slowing revenue growth and ongoing regulatory scrutiny, the community is actively debating the stock's potential for a short squeeze or a broader long-term recovery.

The Coca-Cola Co. engages in the manufacturing and marketing of non-alcoholic beverages. It operates through the following segments: Europe, Middle East and Africa, Latin America, North America, Asia Pacific, Global Ventures, and Bottling Investments. The company was founded by Asa Griggs Candler on May 8, 1886 and is headquartered in Atlanta, GA.

Coca-Cola Co

Coca-Cola is trending as investors digest the latest quarterly results, which featured an earnings beat and an upward revision to full-year guidance. The community is actively discussing the stock's resilient pricing power in the face of inflation, while some investors are monitoring how these staples perform as a defensive play against broader market 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 is seeing increased community debate regarding its monetization trajectory and valuation as the platform balances high ad revenue growth against concerns about slowing user engagement. Investors remain divided, with some highlighting its potential as a data-rich advertising powerhouse, while others express skepticism over its current market multiples and the sustainability of its growth.

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So why do you think upstream oil producers like $OXY $DVN $EON $OVV $APA are going up when WTI ($USO)  has fallen 1.5% today? It has to do with the angle of the WTI strip. It&#39;s not just one number, morons, the nearest-month futures contract. That WTI may be down but the whole strip and the direction of WTI futures contracts have gone up. So the curve is now flatter whereas it was steeply descending, squeezing out the area under the curve. As it flattens out, we see more FCF accruing to these companies, pushing up NPVs and prices.

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Mikhail Yerukhimovich

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Occidental Petroleum Corp.

Devon Energy Corp.

Ovintiv Inc

APA Corporation

United States Oil Fund

So why do you think upstream oil producers like 

)  has fallen 1.5% today? It has to do with the angle of the WTI strip. It's not just one number, morons, the nearest-month futures contract. That WTI may be down but the whole strip and the direction of WTI futures contracts have gone up. So the curve is now flatter whereas it was steeply descending, squeezing out the area under the curve. As it flattens out, we see more FCF accruing to these companies, pushing up NPVs and prices.

Costco Wholesale Corp

EQT Corp

KKR & Co. Inc.

Nike Inc

Kraft Heinz Co

Fiserv, Inc.

Valuation Finance

@Valuation_Finance couldn&#39;t post this without calling your audience morons? Ever think to yourself that many of us already know this (hence why I own the stock and warrants) and the morons you are trying to reach will never understand it?

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 couldn't post this without calling your audience morons? Ever think to yourself that many of us already know this (hence why I own the stock and warrants) and the morons you are trying to reach will never understand it?

Salesforce Inc

SPDR Gold Shares ETF

MongoDB Inc

Gold.com Inc.

Sleeping Hero

@Valuation_Finance I certainly understand the concept, but don&#39;t have the time to make plots of the futures curve every week, so thank you for doing so.  If you could give weekly updates of it, it would be helpful.

 I certainly understand the concept, but don't have the time to make plots of the futures curve every week, so thank you for doing so.  If you could give weekly updates of it, it would be helpful.