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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 is currently driving intense conversation after its recent earnings report significantly beat expectations and delivered robust guidance, sparking strong bullish sentiment around its AI growth while also reigniting debates over its high valuation.

Teradyne, Inc. engages in the development and sale of automatic test systems. It operates through the following business segments: Semiconductor Test, Robotics, and All Other. The Semiconductor Test segment designs, manufactures, and markets semiconductor test products and services. The Robotics segment includes operations related to the design, manufacturing, and marketing of collaborative robotic arms, autonomous mobile robots, and advanced robotic control software. The company was founded by Alexander V. d'Arbeloff and Nicholas DeWolf in 1960 and is headquartered in North Reading, MA.

Teradyne, Inc.

Teradyne (TER) is trending after reporting strong Q4 earnings and issuing Q1 guidance significantly above analyst expectations, driven by robust AI-related demand in compute and chip testing. The community is actively discussing the impressive beat and notable after-hours price surge, with many anticipating continued momentum from the expanding AI sector.

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 after announcing strategic acquisitions that more than double its total infrastructure capacity to 2.8 GW, significantly expanding its footprint for high-performance computing and AI data centers. The community views this as a "transformational" move, anticipating a potential short squeeze and a re-rating of the stock as it solidifies its position as a key AI infrastructure player.

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's stock is trending lower despite reporting strong earnings and an announced $7 billion share buyback, as the community actively debates the post-earnings sell-off and anticipates clarity on CEO succession amidst its multi-year underperformance.

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 trending as hyperscalers like Microsoft and Meta signal unprecedented demand for AI infrastructure, with investors looking to upcoming earnings for further catalysts amidst community debate over recent stock volatility and long-term potential.

Perspective Therapeutics, Inc. is a medical technology and radiopharmaceutical company, which engages in the provision of treatment applications for cancers. The company was founded in 1983 and is headquartered in Seattle, WA.

Perspective Therapeutics Inc

Perspective Therapeutics (CATX) is trending with high volume after an announced $175 million equity offering, polarizing the community between those who see it as a strategic move attracting institutional interest and extending cash runway, and others concerned about dilution. This comes amidst speculation around a potential buyout and reduced competition in the radiopharmaceutical sector, following Sanofi's deprioritization of a competing therapy.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood's stock is sharply declining due to a broader crypto market sell-off and concerns about prediction market revenue, despite recent analyst upgrades and Cathie Wood increasing her stake. The community is actively debating if the stock is oversold and poised for a bounce ahead of upcoming earnings, or if crypto volatility will continue to weigh on its price.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is experiencing intense debate and price pressure amid its lock-up expiration, which has sparked widespread concerns over insider selling and its valuation. The community is sharply divided, with many seeing the stock as an oversold opportunity for a market-leading design platform, while others criticize it as an overhyped IPO facing headwinds from AI advancements.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

Lumen Technologies is trending following the pivotal closing of its consumer fiber business sale, which has enabled significant debt reduction and a strategic pivot to focus on enterprise and AI fiber services, igniting community conversation about its future as a core AI infrastructure provider.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is a focal point of discussion following strong Q2 earnings and bullish guidance, with the community actively highlighting its pivotal role in the AI-driven data storage super cycle that is driving intense demand and analyst upgrades across the sector.

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