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Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing extreme volatility and a parabolic rally driven by intense speculative interest, aggressive price target hikes from analysts, and widespread community discussion regarding a potential stock split. While bulls point to high demand for AI-related storage as a justification for the surge, many market participants are debating whether the rapid valuation increase is a sustainable trend or an overextended bubble prone to a sharp reversal.

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 Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently experiencing heightened volatility and intense community debate following a now-deleted social media post from Michael Burry that sparked concerns regarding competition from Anthropic. While bears argue that Anthropic's rapid growth threatens Palantirs enterprise moat and long-term valuation, bulls are actively using the price drop as a buying opportunity, emphasizing that Palantir's integrated data platform and government contracts remain distinct, secure, and irreplaceable assets.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is seeing intense community debate as the stock experiences extreme volatility driven by a massive surge in AI hyperscaler demand, leading to reports of the company being sold out of capacity through 2028. While retail traders are capitalizing on its parabolic momentum, vocal skeptics and short sellers argue that the company's valuation has detached from its fundamental revenue and cash flow, labeling the current price action an AI-driven bubble.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow ($NOW) is facing intense selling pressure as investors grapple with concerns regarding AI-driven disruption and sector-wide budget constraints, despite management's recent insider buying and positive long-term growth outlooks. The community remains deeply divided, with some viewing the current price action as an overreaction to 'AI fear' and a generational buying opportunity, while others warn of a structural decline in the traditional software business model.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing a surge in investor confidence driven by major strategic partnerships, including a multiyear collaboration with Google on AI infrastructure and reported participation in Elon Musk's Terafab project. The community is actively discussing the stock's significant momentum as it hits multiyear highs, with many speculating on future foundry deals while bears caution against potential overextension and volatility.

Dash (DASH) is digital cash designed to offer financial freedom to everyone. Payments are instant, easy and secure, with near-zero fees. Built to support real life use cases, Dash is the leading decentralized payment solution. Users can purchase goods at thousands of merchants and trade it at major exchanges and brokers around the globe. Since its creation in 2014, Dash has demonstrated leadership in innovation and pioneered groundbreaking features such as: -Two-tier network with incentivized nodes and decentralized project governance (Masternodes) -Instantly settled payments (InstantSend) -Instantly immutable blockchain (ChainLocks) -Optional privacy (PrivateSend)

Dash

Dash is experiencing significant momentum driven by rumors of a major partnership with POL and the broader resurgence of interest in privacy-focused assets following recent performance in peer tokens like Zcash. The community is actively discussing potential breakout levels and the asset's utility, with many traders optimistic that the privacy sector is entering a period of renewed market attention.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy Enterprises is experiencing intense volatility following the announcement of preliminary Q1 revenue results and record manufacturing output, triggering significant debate among traders regarding the company's long-term execution versus its history of missed guidance. While some investors see a compelling accumulation opportunity at lower valuations, others are highlighting concerns over product performance, class action litigation, and the sustainability of production costs.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is trending as investors weigh significant long-term capital investments, including a recent transatlantic partnership with Blykalla AB, against the company's aggressive and technically challenging timeline to hit criticality by mid-2026. The community is deeply divided between bulls focused on the strategic de-risking of regulatory hurdles and the urgency of AI data center energy needs, and skeptics emphasizing the stock's pre-revenue status, significant insider selling, and the inherent execution risks of advanced nuclear deployment.

The Aircoin memecoin was born from a viral Twitter post from March, 2014 which proclaimed the following:   Evolution: 1. Aircoin 2. Fartcoin 3. Artcoin  Aircoin was launched in August, 2025 and CTO'd twice, with the second CTO team bringing vast experience and expertise to the project. The team includes industry veterans and visual arts professionals.  Aircoin is destined for greatness as a premier memecoin on the BONK.fun platform.

aircoin

Aircoin is gaining significant community momentum on Solana as users highlight its commitment to long-term holding through a unique voluntary supply-locking mechanism. Supporters are actively contrasting the project's consistent seven-month development and community-driven treasury against short-lived speculative trends in the current meme sector.

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 currently trending as a leading AI infrastructure play, driven by massive hyperscaler contracts with Meta and Microsoft and a strategic pivot toward becoming a full-stack 'Neocloud' provider. The community is actively debating the company's ambitious 2026 revenue targets, its potential acquisition of AI21 Labs to bolster its enterprise orchestration capabilities, and its ability to maintain strong price action despite broader market volatility and geopolitical tensions.

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$FTW BEPPELS WI 08.03.:

- $FTW,  13.9 $, 1.5 mln float, fresh oil- and gas despac,  78 % insti holding,  12 % dividend! ✅  

- $IBG,  5 $, 600 k float,  oil merger till end of month,  hit 8.6 $ just Friday! ✅

- $BTBD,  1.65 $, 3.16 mln float, drone merger pending! ✅ 

With futures bleeding and oil prices surging, other stocks than oilers and defencers stand hardly a chance,  I am still holding $AEHL and $SVRE! 

👀 🔥 👀

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EQV Ventures Acquisition Corp - Ordinary Shares - Class A

Innovation Beverage Group Ltd

BT Brands Inc

Antelope Enterprise Holdings Ltd

SaverOne 2014 Ltd

,  13.9 $, 1.5 mln float, fresh oil- and gas despac,  78 % insti holding,  12 % dividend! ✅  

- 

,  5 $, 600 k float,  oil merger till end of month,  hit 8.6 $ just Friday! ✅

- 

,  1.65 $, 3.16 mln float, drone merger pending! ✅ 

With futures bleeding and oil prices surging, other stocks than oilers and defencers stand hardly a chance,  I am still holding 