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Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is actively discussed as investors react to recent price dips, driving conversations around its perceived underperformance compared to other major tech stocks. Despite this, many in the community remain highly optimistic, anticipating significant gains in the upcoming year, largely propelled by its powerful AWS cloud services and ongoing advancements in AI. Sentiment indicates the stock is viewed as a "coiled spring" due for a substantial move, even as some debate its valuation and insider selling activity.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Applovin is trending amid recent price volatility, sparking a heated debate within the community regarding its valuation and an ongoing SEC inquiry. While many investors highlight its robust revenue growth, leading margins, and AI-driven ad-tech platform, AXON, as reasons for continued bullishness, others express concerns about extreme overvaluation and potential risks, driving significant shorting alongside buy-the-dip opportunities.

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 experiencing strong upward momentum as the community anticipates a prolonged memory supercycle, driven by robust demand for AI-related High Bandwidth Memory. Analysts are increasingly bullish, with many upgrading price targets and highlighting the company's strong revenue growth and projected margin expansion for the coming year. While many celebrate its significant climb and potential, some caution that the rapid ascent could signal an overheating AI market.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is actively trending following news of its AI chip unit, Kunlunxin, confidentially filing for a separate Hong Kong IPO, a move the community views as unlocking significant value and bolstering its role in China's domestic AI sector. This development, alongside reports of Deepseek utilizing Baidu Kunlun chips and Apollo Go's expanding global robotaxi initiatives, is fueling investor optimism for Baidu's comprehensive AI capabilities and potential for a substantial market rerating.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Aurinia Pharmaceuticals is actively trending due to widespread community speculation about an imminent buyout, fueled by significant institutional buying and consistent performance from its Lupkynis franchise. The community is eagerly awaiting clarity on the company's AUR200 pipeline, particularly the previously anticipated Phase 2 indications, amidst ongoing discussions about perceived management communication gaps and the company's strategic direction.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is a major trending topic after its Q4 vehicle deliveries reportedly missed analyst estimates and showed a year-over-year decline, fueling bearish sentiment and concerns over market share. However, a significant portion of the community is dismissing these figures, emphasizing Tesla's strong energy storage performance and its long-term narrative as an AI and robotics leader, creating highly polarized trading perspectives.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire (RDW) is trending due to renewed bullish sentiment in the broader space sector, boosted by an analyst upgrade to a 'Buy' rating with a substantial price target and significant institutional investment. The community is actively discussing RDW's potential for a short squeeze and long-term growth, highlighting its recent contract wins in space infrastructure and defense, alongside its role in developing advanced solar arrays for future space-based data centers.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending as its high-efficiency GaN and SiC power solutions are critical for next-generation AI data centers, aligning with industry leaders like NVIDIA's 800VDC AI factory architecture. The community is actively debating the stock's substantial short interest and perceived market manipulation, fueling anticipation of a significant short squeeze.

Sensei Biotherapeutics, Inc. is a clinical-stage biopharmaceutical company which focuses on the discovery, development, and delivery of next generation immunotherapies for the treatment of cancer and infectious diseases. The company was founded in 1999 and is headquartered in Rockville, MD.

Sensei Biotherapeutics Inc

Sensei Biotherapeutics is captivating the market as traders speculate on a potential short squeeze and an impending merger or acquisition, driven by its notably low share float and substantial cash position despite discontinued operations. While many foresee a significant upward move, others warn that its status as a winding-down biotech 'cash shell' makes it a highly volatile 'pump and dump' play.

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 Technologies is experiencing significant volatility and trending due to active debate between bulls and bears regarding its valuation and future prospects. A recent partnership announcement with Surf Air Mobility for its Palantir-powered SurfOS platform is a key catalyst, contributing to positive analyst sentiment around its role in the AI sector. The community is split, with some viewing recent dips as buying opportunities for long-term growth in AI and government contracts, while others point to overvaluation and predict further declines.

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