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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 Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir (PLTR) is a top trending stock as its latest earnings report delivered significant beats on revenue and guidance, fueling optimism for its AI platform's growth and prompting widespread debate among investors regarding its high valuation. While many celebrate the impressive growth figures, others remain cautious, pointing to the company's elevated price-to-earnings ratio.

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 significant volatility as CEO Jensen Huang clarified the company's investment approach with OpenAI, addressing concerns about a rumored $100 billion commitment by emphasizing a disciplined, step-by-step engagement. This news, combined with the market impact of new 0DTE options, is fueling a sharp divergence in community sentiment regarding the future of AI spending and competitive pressures.

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 trending as it plans to raise up to $50 billion through debt and equity to expand its AI cloud infrastructure for major clients like OpenAI and Nvidia, sparking intense debate among investors over potential dilution and debt risks versus confidence in future AI revenue and market positioning.

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

The Trade Desk is trending amid a sharp stock decline to new multi-year lows, driven by community frustration over the unexplained departure of its CFO and allegations of CEO Jeff Green's poor management, including perceived neglect of shareholder value and substantial insider selling. Despite significant negative sentiment, a segment of investors sees the oversold conditions as a prime accumulation opportunity, anticipating a rebound ahead of upcoming earnings.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is heavily trending ahead of its upcoming earnings report, as the community grapples with a prolonged stock decline, widespread accusations of market manipulation, and fierce debate over its perceived deep undervaluation. Sentiment remains sharply divided between those predicting further downside and others anticipating a strong rebound given the company's fundamentals.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending following strategic acquisitions in Kentucky and Maryland, significantly expanding its power and digital infrastructure portfolio and bolstering its position as an AI/HPC data center provider. The community is largely bullish, anticipating further contracts and a potential decoupling from Bitcoin's price fluctuations as the company solidifies its data center focus.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is trending as investors brace for its Q4 earnings report, fueling a polarized community debate over concerns about management, ongoing profitability challenges, and competitive headwinds, against hopes for a valuation rebound driven by its vast user base and potential from upcoming AR glasses initiatives.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending with intense community speculation around an imminent "monumental" announcement from Ryan Cohen, potentially an acquisition, driving expectations for a substantial short squeeze amid unusual trading volume.

Rambus, Inc. engages in the provision of cutting-edge semiconductor and Internet Protocol products, spanning memory and interfaces to security, smart sensors and lighting. Its products include Memory Interface Chips, Interface IP, and Security IP. The company was founded by P. Michael Farmwald and Mark A. Horowitz in March 1990 and is headquartered in Sunnyvale, CA.

Rambus Inc.

Rambus (RMBS) is experiencing significant post-earnings volatility, with community sentiment divided between an overblown reaction to the report and a long-term buying opportunity given its foundational role in AI and data center memory solutions. Many are emphasizing its valuable IP and royalty revenues, drawing parallels to other surging memory sector stocks.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disney is trending due to robust earnings showcasing record-breaking theme park revenue and a significant turn to streaming profitability. This performance, coupled with major box office success from "Avatar: Fire and Ash," is sparking community discussions around ongoing CEO leadership changes and the company's future direction.

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$MO When have knee-jerk reactions to modest earnings misses ever not been a good time to add a little more? I cannot remember. Company still has levers to pull to enhance shareholder value.

Lucas McCain

Navin R Johnson

Benjamin Finley Habshey

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Altria Group Inc.

 When have knee-jerk reactions to modest earnings misses ever not been a good time to add a little more? I cannot remember. Company still has levers to pull to enhance shareholder value.

Perma-Fix Environmental Services, Inc.

Verizon Communications Inc.

Marathon Digital Holdings Inc

Blue Owl Capital Inc - Ordinary Shares - Class A

Upexi Inc

Oklo Inc.

Charles Dickinson

@accretivewealth BUD having a nice run.  That’s a huge lever!

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 BUD having a nice run.  That’s a huge lever!

Bristol-Myers Squibb Co.

Pfizer Inc

Warner Bros Discovery Inc

Direxion Daily Semiconductor Bull 3X Shares

TG Therapeutics Inc

Paramount Skydance Corp. - Ordinary Shares - Class B

Newsmax Inc

@accretivewealth UBS came thru w a price UPGRADE  a few days before the earnings release. Go figure! Does anyone know anything? Or is it all just “ poke and hope”?

 UBS came thru w a price UPGRADE  a few days before the earnings release. Go figure! Does anyone know anything? Or is it all just “ poke and hope”?