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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 trending due to its robust earnings and optimistic outlook, confirming strong demand for AI and accelerated computing platforms. However, community discussion centers on the stock's muted price reaction despite the impressive results, with speculation ranging from market manipulation impacting options to ongoing debates about the sustainability of the AI boom versus an overvalued market.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Its shares are plummeting after Q1 revenue guidance fell short of analyst expectations despite a Q4 beat, fueling a community debate over whether the sell-off is an extreme overreaction to a minor miss or indicative of fundamental challenges and leadership concerns.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

A new $50 billion share buyback authorization is driving significant conversation around Salesforce, with investors sharply divided on whether it signals deep undervaluation and future EPS growth or a defensive maneuver against widespread AI disruption concerns in the software sector.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending with significant momentum following an impressive earnings blowout that exceeded expectations and strong 2026 revenue guidance, which is further bolstered by the company securing a spot on a major multi-billion dollar defense contract, prompting community discussion around a potential short squeeze.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holding PLC (ADR)

Rolls-Royce is surging after boosting its profit outlook and unveiling significant share buyback plans, exciting the community about its accelerated financial turnaround and strong growth prospects in civil aerospace, defense, and SMR-driven power systems.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics is soaring after its Friedreich's ataxia treatment received FDA Breakthrough Therapy Designation, igniting strong investor optimism for accelerated approval and high valuations. However, an upsized public offering at $5.00 is simultaneously sparking intense debate among traders regarding dilution versus strategic funding for commercialization.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy is seeing heightened attention ahead of its anticipated earnings report, with recent positive news around its Indensity battery architecture and a significant 400 MWh Texas battery project fueling discussion. The community is sharply divided on whether the company will deliver strong financials and guidance after past misses, while many highlight its long-term potential in the rapidly growing energy storage sector, especially in light of increasing power demands from AI data centers.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is trending on high anticipation for its imminent earnings report, fueled by optimistic projections for increased shelf space and Alani Nu's robust growth, though some in the community remain wary of past "noise" from management and speculate on a potential PepsiCo buyout strategy.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is experiencing extreme volatility as investors weigh upcoming Q4 earnings and recent analyst downgrades citing zero revenue and execution risks against bullish sentiment driven by a recent government contract, anticipation of a White House quantum executive order, and high short interest. Community discussions highlight deep divisions between those who see it as an overvalued "science project" and those who believe it is poised for a significant short squeeze within the speculative quantum computing sector.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Bozeman, MT.

Snowflake Inc

Snowflake's stock is experiencing a post-earnings dip despite beating Q4 estimates, as investors react to soft forward guidance and an unquantified AI monetization strategy, fueling wider anxieties about AI's disruptive impact across the software sector. The community is actively debating if this presents a buying opportunity or signals a challenging growth outlook.

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$ARM vs. $APP — the AI play with real momentum might surprise you 🚀

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Arm Holdings Plc.

Applovin Corp

 — the AI play with real momentum might surprise you 🚀

AppLovin’s AI-driven ad engine just delivered 66% Q4 revenue growth and an 82% EBITDA jump, clearly outpacing Arm Holdings on earnings outlook and valuation appeal. That’s not just hype — that’s execution.

Want to see which AI-exposed tech stock makes the stronger case right now? 👉  

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