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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is surging after reporting strong Q3 earnings driven by booming cloud and AI infrastructure demand and a substantial increase in remaining performance obligations, notably from a major OpenAI deal. This performance is boosting bullish sentiment and prompting analyst upgrades, though some traders remain cautious about potential post-earnings profit-taking.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

UAMY is trending due to its imminent uplisting to the NYSE and CEO Gary Evans' high-profile media appearances highlighting substantial government funding for domestic antimony production and significant tungsten reserves. The community is actively discussing the company's critical role in national defense and AI given China's supply restrictions, contrasting long-term bullish sentiment with short-term "sell the news" volatility.

Papa John's International, Inc. engages in the operation and franchise of pizza delivery and carryout restaurants. It operates through the following segments: Domestic Company-owned Restaurants, North America Franchising, North America Commissaries, International Operations, and All Others. The Domestic Company-Owned Restaurants segment consists of retail sales of pizza and side items, breadsticks, cheese sticks, chicken poppers and wings, dessert items, and canned and bottled beverages. The North America Franchising segment involves the offering of sales and support activities, development rights, and collection of royalties from franchisees located in the United States and Canada. The North America Commissaries segment includes the eleven full-service regional dough production and distribution and quality control centers. The International Operations segment represents all restaurant operations outside of the United States and Canada. The All Others segment focuses on franchise contributions to marketing funds and sale, company-owned and franchised restaurants, information systems and related services used in restaurant operations, point-of-sale system, online and other technology-based ordering platforms, printing, and promotional items. The company was founded by John H. Schnatter in 1984 and is headquartered in Louisville, KY.

Papa John`s International, Inc.

Papa John's is trending due to reports of a renewed takeover bid from a Qatari-backed investment fund, Irth Capital Management, with the community actively debating the adequacy of the rumored $47 per share offer against previous takeover speculations and the potential for a higher acquisition price to take the pizza chain private.

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 due to its founder's escalating public proxy battle against the board, citing weak governance and strategic drift, which is amplified by recent brand reputation issues over product quality. The community is expressing widespread frustration over the stock's prolonged decline and perceived mismanagement, anticipating leadership changes and a potential rebound ahead of upcoming earnings.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending as the market reacts to the resolution of its legal challenges with Novo Nordisk, de-risking the business and opening doors for new growth in areas like GLP-1s and peptides. The community is actively discussing a massive short squeeze, celebrating strong bullish momentum and anticipating the stock's return to much higher price levels as trapped shorts are forced to cover.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Round Rock, TX.

TSS Inc

TSS Inc. is trending after reporting strong Q4 and full-year results that significantly beat expectations, driven by its AI rack integration business and an extended Dell partnership, leading to widespread community discussion about a potential short squeeze and its pivotal role in the ongoing AI infrastructure buildout.

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 following Nvidia's $2 billion investment and strategic partnership to scale its AI cloud capacity, establishing it as a key player in the burgeoning AI infrastructure market. The community sees this as a strong validation, anticipating a short squeeze and upward movement due to reduced dilution fears and comparisons favoring Nebius's financial structure.

The Campbell's Co. engages in the business of manufacturing and marketing food and beverage products. It operates under the Meals and Beverages, and Snacks segments. The Meals and Beverages segment includes soup, meals, and beverage products in retail and foodservice. The Snacks segment offers cookies, crackers, bakery, and frozen products. The company was founded by Joseph Campbell and Abraham Anderson in 1869 and is headquartered in Camden, NJ.

Campbells Co (The)

Campbell Soup Co.

Campbell Soup Co. is trending after reporting weaker-than-expected quarterly results and lowering its full-year guidance, pushing the stock to multi-year lows and sparking concerns about its S&P 500 inclusion. The community is sharply divided, debating if this presents a value opportunity given its defensive sector and dividend, or if it's a "falling knife" amid discussions of declining product quality, high debt, and broader trends like GLP-1 drug impacts.

Domo, Inc. designs, develops, and markets executive management software solutions. It offers customized software tools for business operations, customer relationship management, human resources, and financial reporting. The company was founded by Joshua G. James in September 2010 and is headquartered in American Fork, UT.

Domo Inc. - Ordinary Shares - Class B

Domo Inc.

Domo Inc. is trending after reporting an earnings beat that was paradoxically followed by analysts cutting price targets, fueling debate within the community regarding the company's valuation. Traders are keenly discussing the firm's ongoing exploration of strategic alternatives, speculating on a potential acquisition for the cloud-based analytics platform.

Dollar General Corp. engages in the operation of merchandise stores. Its offerings include food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares, and seasonal items. It sells brands including Clorox, Energizer, Procter & Gamble, Hanes, Coca-Cola, Mars, Unilever, Nestle, Kimberly-Clark, Kellogg's, General Mills, and PepsiCo. The company was founded by J. L. Turner and Hurley Calister Turner Sr. in 1939 and is headquartered in Goodlettsville, TN.

Dollar General Corp.

Dollar General is trending following strong quarterly earnings that surpassed estimates and raised full-year guidance, fueled by strategic remodels and a focus on value that continues to attract consumers amid economic shifts. The community is actively debating the stock's impressive rally, with many seeing its "recession-proof" model and operational improvements as key drivers, while some anticipate a market correction.

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KmOz19

$DELL Margins Margins Margins Margins Margins
We know revenue is massive but like $SMCI this is all about margins. Whole AI circular flow depends on profits being made and returned. If they are bad expect blood in the market. If they have improved then 🚀

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Dell Technologies Inc

Super Micro Computer Inc

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Spire Global Inc - Ordinary Shares - Class A

Cleanspark Inc

Oscar Health Inc - Ordinary Shares - Class A

Kyndryl Holdings Inc

IREN Limited

@circusemployee People see 36 billion revenue and lose their minds.  The fact of the matter is that like 30 billion of that revenue goes to chip makers for the chips put in the racks

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 People see 36 billion revenue and lose their minds.  The fact of the matter is that like 30 billion of that revenue goes to chip makers for the chips put in the racks

SoFi Technologies Inc

Hewlett Packard Enterprise Co

Tenon Medical Inc

@circusemployee  u are so right . All looks good on the balnce sheet and seems cheap .. but margin is killing it . Am realy torn if i should go in now

  u are so right . All looks good on the balnce sheet and seems cheap .. but margin is killing it . Am realy torn if i should go in now