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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 facing intense selling pressure following a disappointing quarterly earnings report that missed revenue estimates and revealed significant losses. Despite the negative market reaction, some traders remain optimistic about the company's long-term potential, citing new data center project agreements and progress on the Porthos carbon-capture initiative in Rotterdam.

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 that featured record revenue and earnings that significantly exceeded analyst expectations, driven by surging demand for AI-optimized servers. While retail sentiment is generally bullish, traders are debating whether the record backlog and rapid growth in capital-intensive AI infrastructure can overcome macroeconomic headwinds and margin pressures.

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.

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.

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 earnings that surpassed analyst expectations across key metrics, including revenue growth and net annual recurring revenue. Investors responded positively to the company's upbeat guidance and its focus on AI-driven platform adoption, leading to several upward price target revisions from analysts.

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 is experiencing significant volatility as investors digest a strong earnings report that was overshadowed by concerns over Atlas revenue growth and future outlook guidance. Despite the company beating top and bottom-line expectations and raising its full-year forecast, many traders are expressing disappointment over the lack of accelerated growth and are debating whether the recent share price run-up had already priced in more aggressive results.

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.

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 following the release of strong fiscal fourth-quarter financial results that beat Wall Street expectations, coupled with an upbeat outlook for the upcoming fiscal year. While the company announced the acquisition of an AI-native platform to bolster its agentic security capabilities, shares saw volatility as some traders expressed concerns over the stock's rich valuation and slowing organic revenue growth metrics.

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 downward price pressure amid a broader market decline, with investors expressing frustration over the stock's volatility, perceived lack of management action, and its exclusion from S&P 500 inclusion. While some traders continue to view the current price as a buying opportunity, others are pivotting toward competing fintech stocks due to a lack of near-term catalysts.

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

Investors are weighing the company's long-term potential in AI and cloud growth against near-term headwinds like rising interest rates and intense competition in the AI sector. While some remain bullish on the stock's valuation and strategic partnerships, others cite persistent technical weakness and a trend of selling off intraday gains.

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$ACN sold some ACN to be safe. My position was big.

Stonky McProfitface

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Accenture plc - Ordinary Shares - Class A

 sold some ACN to be safe. My position was big.

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@LadsAndGents yes, big was 5% of my account in that case. I&#39;m more comfortable at 3% or less.

 yes, big was 5% of my account in that case. I'm more comfortable at 3% or less.

@Zonata how much do you prefer to be cash? what percent? if you dont mind sharing..

 how much do you prefer to be cash? what percent? if you dont mind sharing..