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BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as investors react to a strong quarterly earnings report that beat revenue and profit expectations, fueling community discussion about potential short squeezes and the company's expanding role in physical AI and connected vehicle software. Shareholders are particularly focused on management's confident stance against critical analysts and the long-term growth prospects of the QNX and Alloy Kore platforms.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is experiencing significant downward volatility, sparking intense debate among investors over whether the current price action represents a capitulation event or a generational buying opportunity. While some market participants express frustration over the sustained sell-off, others are actively monitoring technical support levels and institutional accumulation, viewing the decline as a potential reset ahead of future earnings.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is trending as retail investors rally behind the stock, eyeing a potential short squeeze fueled by significant short interest and high trading volume. The community is actively debating the stock's meme potential, its dividend yield, and the prospect of institutional buyers being forced to cover their positions.

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 following reports that the company is raising prices on iPads and Macs to counter rising memory chip costs, while community discourse is heavily focused on potential new partnerships with Intel for domestic chip production. Investors are actively debating the long-term impact of these component cost pressures and speculating on whether these strategic moves will sustain the stock's momentum amidst broader sector volatility.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing significant selling pressure as investors express frustration over heavy capital expenditures and stagnant stock performance relative to the broader market rally. The community is deeply polarized, with some traders citing technical support levels and historically low valuations as buying opportunities, while vocal critics are calling for leadership changes and warning of a prolonged downward trend.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. 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 surging as investors react to a blowout quarterly report featuring record revenues and raised guidance, which has sparked a rally across the semiconductor sector. The community is actively discussing the stock's transition from a cyclical commodity player to a contracted AI memory leader, with many debating the sustainability of these margins versus the long-term structural demand driven by massive AI infrastructure investments.

BlackBerry is seeing significant community buzz driven by an earnings beat and bullish sentiment surrounding its QNX software platform's pivotal role in the burgeoning physical AI and robotics sectors. Investors are actively discussing the company's transformative potential, bolstered by positive analyst coverage and strategic partnerships with major industry leaders.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is seeing a significant surge in investor attention driven by an aggressive pivot toward data center infrastructure, highlighted by recent hyperscaler partnerships and a massive long-term revenue target for non-handset segments. The community remains focused on the company's strategic diversification into edge AI and custom silicon, with many investors debating the sustainability of its growth narrative as it challenges established players in the AI chip market.

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

SELLAS Life Sciences is drawing heavy community interest following an SEC filing that updated executive change-in-control agreements, which investors are interpreting as a concrete signal that the company is preparing for a potential buyout. This speculation is being compounded by aggressive short-squeeze activity, characterized by triple-digit borrow fees and shrinking share availability, as traders position themselves for the imminent unblinding of the 80th event in the REGAL Phase 3 trial.

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 is facing significant downward pressure following allegations that it illicitly accessed Anthropic's AI models, triggering a sharp decline that has deepened investor frustration. Community sentiment is deeply divided, with many traders debating whether the stock is a long-term value opportunity at current levels or a persistent "value trap" driven by ongoing geopolitical and regulatory headwinds.

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$YRD book value barely moved.  Adding to my position in the am

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Yiren Digital Ltd.

 book value barely moved.  Adding to my position in the am

Ackman Jr.

@ValueInvestor2000 Did you catch the related-party line? Receivable from CreditEase/affiliates grew from 2.97B to 3.43B RMB) this quarter, and the company&#39;s own footnote flags possible write-down if the controlling shareholder defaults. Given the affiliate situation YRD addressed in its May statement, that&#39;s not nothing. Marking it to zero takes BV/ADS from ~$14.50 to ~$8.90 — still above share price, but a thinner cushion than the headline BV implies. Interesting to see if they address this on the call.

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 Did you catch the related-party line? Receivable from CreditEase/affiliates grew from 2.97B to 3.43B RMB) this quarter, and the company's own footnote flags possible write-down if the controlling shareholder defaults. Given the affiliate situation YRD addressed in its May statement, that's not nothing. Marking it to zero takes BV/ADS from ~$14.50 to ~$8.90 — still above share price, but a thinner cushion than the headline BV implies. Interesting to see if they address this on the call.