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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom shares are facing downward pressure as investors weigh a slightly weaker-than-expected fourth-quarter revenue forecast against the company's aggressive, multi-year AI revenue growth projections. While the community is divided between frustration over the stock's recent price performance and optimism for its long-term potential fueled by analyst price target hikes, many traders view the decline as an institutional accumulation opportunity.

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 due to investor frustration over significant, repetitive intraday price declines and perceived manipulation, despite the company's strong fundamentals and ad-tech growth. While some bulls are using the current price levels to accumulate shares, others are expressing exhaustion and disappointment with the stock's failure to maintain momentum alongside the broader market.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPE is trending following its fiscal third-quarter results, where the company posted a double beat on earnings and revenue while raising its future guidance. While management highlighted strong AI-driven infrastructure demand, the stock experienced volatility as investors weighed supply-chain constraints and margin commentary against the company's growth outlook.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is trending as investors react to the company's fiscal second-quarter earnings, which are fueling concerns about the stock's valuation and further potential downside, while some traders continue to focus on long-term growth prospects despite recent volatility.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake shares surged following a strong quarterly earnings report that featured a revenue beat and upwardly revised full-year guidance, which investors attributed to accelerating enterprise demand for its cloud data and AI offerings. While bulls celebrated the "beat-and-raise" as evidence of a durable AI-driven growth cycle, some traders expressed skepticism regarding the company's valuation and ongoing lack of GAAP profitability, with some labeling the rally a "pump" and speculating on potential profit-taking.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending as traders debate the stock's valuation and outlook ahead of its upcoming earnings report, with sentiment split between those viewing the current low price as a significant buying opportunity and those concerned about weakening consumer demand, leadership turnover, and stiff competition in the activewear market. Some investors are closely monitoring Michael Burry’s continued bullish position and potential catalysts like share buybacks or tariff refunds to drive a reversal.

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 shares rallied following positive analyst sentiment, including a price target hike from Morgan Stanley, which highlighted the brokerage's business expansion beyond trading, such as its new referral program and growing activity on the Robinhood Chain. While many traders celebrated the bullish momentum, others debated the stock's susceptibility to market manipulation and expressed frustration over recent price volatility.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing high volatility as traders debate whether current price action represents a consolidation phase before a parabolic breakout or a distribution top prone to a correction. The community is split between bullish sentiment fueled by anticipation of long-term scarcity and institutional adoption, and bearish caution focused on short-term technical resistance and macroeconomic uncertainty.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies shares surged following strong earnings that highlighted explosive AI server demand and a significant upward revision to annual revenue guidance. While some traders debate the stock's valuation and potential for profit-taking, the community largely remains focused on the company's strong positioning within the broader AI infrastructure buildout.

Ultragenyx Pharmaceutical, Inc. is a biopharmaceutical company, which engages in the identification, acquisition, development, and commercialization of novel products for the treatment of genetic diseases. Its products include Crysvita, Mepsevii, Dojolvi, and Evkeeza. The company was founded by Emil D. Kakkis in April 2010 and is headquartered in Novato, CA.

Ultragenyx Pharmaceutical Inc.

Ultragenyx Pharmaceutical Inc

Ultragenyx shares are surging following the completion of a rolling Biologics License Application submission to the FDA for DTX401, a gene therapy targeting Glycogen Storage Disease Type Ia. The community reaction is highly bullish, with many investors highlighting the company's strong revenue growth, existing commercial portfolio, and expected future catalysts.

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$HIMS I think people have short memories. Remember back in November and December 2024: short float was over 30% and there was all that GLP-1 speculation. The price was at the same level back then, and that price didn&#39;t even factor in GLP-1. A year later, it&#39;s the same story and the same speculation, but with much stronger fundamentals. Short it all you want, I’m buying! 😉

P.S.: When I hear investors say the investment thesis has changed, it usually means:

1) You based your whole thesis on GLP-1
2) You don&#39;t have the stomach for this kind of volatility

Just saying!

David Gomez

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Hims & Hers Health Inc

 I think people have short memories. Remember back in November and December 2024: short float was over 30% and there was all that GLP-1 speculation. The price was at the same level back then, and that price didn't even factor in GLP-1. A year later, it's the same story and the same speculation, but with much stronger fundamentals. Short it all you want, I’m buying! 😉

P.S.: When I hear investors say the investment thesis has changed, it usually means:

1) You based your whole thesis on GLP-1
2) You don't have the stomach for this kind of volatility

Just saying!

Alex B.

@br0alX4 I didn&#39;t see 1 person who is long the stock saying his thesis changed based on recent news, it&#39;s all shorts, put holders and NVO LLY investors who&#39;s thesis on HIMS changed 😄🙂🙂

Hammrrd

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 I didn't see 1 person who is long the stock saying his thesis changed based on recent news, it's all shorts, put holders and NVO LLY investors who's thesis on HIMS changed 😄🙂🙂

@Street_Credibility I’ve seen some X or  YouTube &#39;value investors&#39; test the waters and immediately chicken out as soon as the CEO dumped shares or the NVO deal collapsed. If HIMS can offer generics in Canada, it&#39;ll hit the US sooner or later (or maybe not at all). It doesn&#39;t matter; HIMS is creating its own ecosystem and it&#39;s a winning play.

 I’ve seen some X or  YouTube 'value investors' test the waters and immediately chicken out as soon as the CEO dumped shares or the NVO deal collapsed. If HIMS can offer generics in Canada, it'll hit the US sooner or later (or maybe not at all). It doesn't matter; HIMS is creating its own ecosystem and it's a winning play.