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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 surging amid excitement around its AI technology, spurred by new partnerships with companies like Palantir and Uber and a projected $500 billion in revenue. Community members are actively discussing the potential for significant gains and the possibility of a 'melt-up' scenario, while also weighing concerns about valuation and market conditions. Some analysts are pointing to a potential trade deal with China and recent comments from Trump regarding NVIDIA's Blackwell chip as catalysts for further growth.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending after news of a significant investment from Nvidia to collaborate on AI and 6G technology, sparking optimism about the company's future in telecommunications. The community is discussing potential price targets and whether this signals a long-term turnaround for the stock. Some are cautious, pointing out possible short-term pullbacks or dilution.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

GRRR is trending as the company increases its share buyback program amidst community discussion of potential SEC investigations into unusual trading patterns. Community members are debating the legitimacy of the company's contracts and the impact of potential revenue on future growth, as well as potential short squeezes. Some investors express frustration with the stock's performance despite seemingly positive news and potential catalysts.

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Kendu

KENDU is trending because of its strong, active community and real-world presence through various businesses and initiatives, like KENDU ENERGY and KENDU UNLEASHED. The community emphasizes building, onboarding, and spreading the word, with holders showcasing their conviction and promoting the brand across social media and IRL. Despite market volatility, the community's diamond-handed approach and continuous building efforts are fueling bullish sentiment.

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 is trending as investors anticipate potentially positive earnings and forward guidance, with some highlighting its AI capabilities and a recent tie-up with Nvidia. The community is debating whether the stock's valuation is justified given its growth prospects in the AI and data analytics space. Some bulls are very optimistic about the stock reaching new highs, while bears express concerns about an overvalued stock price and potential disappointment.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy is trending due to a recently announced $5 billion partnership with Brookfield to supply clean energy solutions to AI data centers, sparking significant community excitement. Bullish sentiment is fueled by the company's potential to capitalize on the surging energy demands of AI and the potential for a short squeeze, while others question the current valuation relative to earnings.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group (UNH) is trending amid discussions surrounding its earnings report and future outlook. While the company beat expectations, some investors express concern over rising medical costs and margin compression, while others highlight the long-term potential and reaffirm confidence in the stock, especially after the worst quarter in the history of the company is now in the past.

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Canadian Solar is trending as investors discuss the potential for a short squeeze, driven by high short interest and optimism surrounding the company's position in the growing solar and battery storage markets. Community members are also weighing in on the valuation gap between CSIQ and its subsidiary, CSI Solar, listed on the Shanghai exchange, as well as potential impacts from trade rulings.

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 such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SOFI is trending after releasing earnings, triggering volatility as the community digests the results and debates the stock's valuation. Despite strong growth metrics and raised guidance, some traders are taking profits, while others see a buying opportunity amidst the dip, anticipating future gains and potential S&P 500 inclusion. Bullish sentiment remains, fueled by upcoming catalysts like potential rate cuts and the launch of their crypto platform.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as investors analyze potential market catalysts, including upcoming earnings reports from major tech companies and the Fed's interest rate decision, amid debates on whether the current AI-driven rally is sustainable. Community members are actively discussing market manipulation, potential pullbacks, and the impact of various economic factors. The overall sentiment is mixed, with some expressing concerns about overbought conditions, while others foresee further gains.

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Ibrahim Al_Yamani