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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, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending following a massive $21 billion expansion of its AI cloud infrastructure agreement with Meta Platforms, which extends their partnership through 2032. While the deal has triggered significant bullish sentiment regarding long-term growth and AI compute demand, some investors are expressing caution due to the company's concurrent $3 billion convertible notes offering and broader volatility in the AI infrastructure sector.

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 significant momentum driven by a multi-year partnership with Google Cloud for AI infrastructure and intensifying speculation around a major chip-supply deal with Tesla and SpaceX. While some traders are expressing caution over the rapid vertical move, the community is actively debating the stock's long-term valuation potential as a domestic foundry leader versus the risks of a possible near-term pullback.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is at the center of investor focus following reports of Iranian missile strikes on its data center infrastructure in Bahrain, coupled with the announcement of a new 3.5% fuel and logistics surcharge for sellers to mitigate rising costs. Despite these geopolitical headwinds and ongoing supply chain pressures, the community remains divided between those betting on long-term AI-driven cloud growth and others expressing frustration over recent stock volatility and service performance.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is capturing significant market attention following the unveiling of its ES9 luxury SUV, with investors closely monitoring its potential to challenge rivals in the premium electric vehicle segment. The community is actively debating the company's operational growth and battery-swapping infrastructure, with many sentiment-driven traders closely watching the stock's performance ahead of upcoming delivery milestones and macroeconomic catalysts.

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 market activity as investors weigh its role as a core supplier for AI infrastructure against a massive run-up in valuation. The community remains deeply polarized, with some bulls highlighting the company's critical EML laser supply chain and institutional support, while vocal bears argue the stock is a bubble facing imminent correction due to unsustainable technical indicators and broader sector risks.

Applied Digital Corporation

Applied Digital is trending as investors digest a massive revenue beat alongside significant ongoing investments in data center infrastructure. The community is focused on the tension between the company's aggressive growth strategy, which involves substantial debt and deferred hyperscaler lease signings, and the immense underlying demand for AI compute capacity.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshire Hathaway is trending as shareholders express deep frustration over the stock's long-term underperformance and stagnant price action compared to the broader market. The discourse is heavily focused on the companys massive cash pile, persistent lack of dividend payments, and skepticism toward new leadership following the transition from Warren Buffett.

Spire Global, Inc. collects space-based data using a proprietary constellation of low earth multi-use receiver nanosatellites. Its software analytics generate proprietary data, insights and predictive analytics for its customers through a subscription model. The company was founded by Peter Platzer in August 2012 and is headquartered in Vienna, VA.

Spire Global Inc - Ordinary Shares - Class A

Spire Global is gaining significant momentum as investors rotate into space and defense-related equities, fueled by high-profile government contracts and the company's expanding role in critical aerospace infrastructure. The community is actively debating the impact of these developments against historical volatility, with many users focusing on the stock's potential for a short squeeze and its long-term positioning as a pure-play data provider in the sector.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending as investors weigh potential upside from rising CPU demand and AI infrastructure tailwinds against broader market volatility linked to geopolitical tensions. While community discourse remains divided between those capitalizing on the stock's recent bullish momentum and skeptics wary of potential pullbacks, the stock is being closely watched as a bellwether for the semiconductor sector's resilience.

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 trending due to heightened investor interest in the memory chip sector, fueled by ongoing AI-driven demand and active discussions around NAND price momentum. The community is debating the stock's recent volatility and the potential impact of geopolitical developments, as traders weigh bullish analyst upgrades against concerns over technical setups and sector-wide risks.

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Tvardi Therapeutics, Inc.

 does anyone know if the conference was positive yesterday?