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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is surging as investors react to reports of a new cloud computing division designed to monetize its substantial AI infrastructure by selling excess compute capacity. The community is actively debating whether this strategic shift signals an overbuild in AI capex or a savvy transition toward a high-margin revenue model that positions Meta as a direct competitor to major enterprise cloud providers.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing significant selling pressure as investors react to reports of Meta potentially entering the cloud compute market, fueling fears of increased competition and excess capacity in the AI infrastructure space. While the community is dividedwith some viewing the dip as a prime buying opportunity based on long-term backlog commitments and strong hyperscaler partnerships, others remain concerned about high debt levels and the impact of sustained insider selling.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is experiencing intense community debate following an earnings report that featured a revenue miss but provided a path toward margin expansion and recovery. While bears emphasize declining demand in China and stiff competition, bulls are aggressively buying the dip, pointing to strong internal cost discipline and the long-term potential of the brand's turnaround strategy.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is seeing high volatility and intense community debate as investors weigh the potential long-term demand for AI infrastructure against reports of hyperscalers planning to monetize excess compute capacity. While some traders view this as a threat to the neo-cloud business model, many investors remain bullish, arguing that high-level compute demand remains supply-constrained and that such moves confirm the strategic value of infrastructure assets.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is currently experiencing significant momentum as investors pivot away from its legacy image toward its evolving role as a foundational software platform for physical AI, automotive systems, and mission-critical cybersecurity. The community remains highly active, debating the potential for an imminent Alloy Kore contract announcement, while long-term shareholders celebrate the stock's resilience against short-selling pressure.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as investors aggressively speculate on upcoming catalysts, including potential international expansion deals in Saudi Arabia and anticipated updates on sales data. The community remains deeply divided, with bulls highlighting the stock's potential for a significant short squeeze due to high short interest and limited float, while bears continue to challenge the company's valuation and regulatory progress.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is currently trending as retail investors debate the stock's potential for a major short squeeze against a backdrop of high short interest and technical base-building efforts. While community sentiment remains polarized between long-term bullish convictions regarding its enterprise AI integrations and frustration over prolonged price volatility, market participants are closely monitoring for meaningful catalysts like enterprise contract wins or upcoming earnings to shift current momentum.

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 as investors debate the potential for a rebound, with community members highlighting strong brand loyalty among Gen Z and citing recent distribution expansions and insider buying as bullish signals. Despite ongoing volatility and sector-wide sentiment challenges, supporters are closely watching technical support levels while arguing that the company remains fundamentally undervalued compared to its peers.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is trending as investors react to the company's recent acquisition of the CTV advertising platform vibe.co and a long-term nuclear power agreement, signaling a strategic push into high-margin ad services and energy efficiency. While social media sentiment remains divided between institutional confidence in its long-term digital evolution and retail frustration over stagnant price action and recent insider selling, community focus is heavily centered on the stock's defensive role amidst broader market rotation.

Jack in the Box, Inc. engages in the provision of developing, operating, and franchising a chain of quick-service and fast-casual restaurants. It operates through the Jack in the Box and Del Taco segments. The Jack in the Box segment offers a selection of distinctive products including classic burgers and other product lines such as Buttery Jack Burgers. The company was founded by Robert Oscar Peterson in 1951 and is headquartered in San Diego, CA.

Jack In The Box, Inc.

Jack in the Box is generating significant community buzz as retail investors target the stock for a potential short squeeze, citing its tiny float, high short interest, and beaten-down valuation. Discussions are heavily focused on comparing it to other fast-food plays like Wendy's, with proponents arguing that its smaller float and leaner structure create a more explosive setup for momentum if volume continues to build.

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Steven Collin

$MSTR 

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