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Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull is trending due to market confusion surrounding its recent earnings report, with some outlets initially misreporting an EPS miss despite strong revenue and customer asset growth. This has sparked a heated debate among investors, who are weighing significant underlying business expansion against persistent stock performance concerns and past dilution.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is trending as community discussion centers on its CEO's massive insider share purchase and reports of a potential ad sales partnership with OpenAI, fueling belief that the stock is significantly undervalued and poised for a strong reversal after recent weakness.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is trending following disappointing earnings that revealed widening losses and a revenue miss, fueling community debate over its high market valuation versus minimal sales and missed technical goals for its quantum systems. While bears point to unprofitability and slow progress, some optimists highlight its cash reserves and recent technical milestones.

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 is trending after reporting strong earnings and an optimistic outlook, fueled by a significant increase in AI semiconductor revenue and strategic partnerships with major AI labs like OpenAI, setting substantial future AI revenue targets. The community is actively debating if the initial restrained post-earnings stock movement signifies an institutional accumulation pattern or reflects lingering market sentiment despite the impressive growth.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is a hot topic as investors navigate conflicting reports of a quickly withdrawn Pentagon blacklist and leadership changes within its Qwen AI division, while community discussion centers on deeply oversold technicals and the persistent lack of an official earnings release date. This uncertainty is set against a backdrop of broader concerns regarding China's economic outlook.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending after announcing a large ATM equity offering, intended to finance a substantial expansion of its NVIDIA GPU fleet and a higher AI cloud revenue target. The community is divided, with concerns about shareholder dilution contrasting with the view that this capital raise is a strategic move to secure liquidity for significant hyperscaler deals and reinforce IREN's position in the AI infrastructure sector.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending due to a flurry of defense sector wins, including an $11.5 million production contract and its rapid qualification as the U.S. Army's first additive manufacturing vendor, alongside the CEO's new compensation package tied to aggressive valuation milestones. The community is hotly debating whether these significant catalysts, including plans for a large new factory, will overcome high short interest and past dilutions, potentially setting the stage for a short squeeze.

American Eagle Outfitters, Inc. is a multi-brand specialty retailer, which offers an assortment of apparel and accessories for men and women under the American Eagle Outfitters brand, and intimates, apparel and personal care products for women under the Aerie brand. The firm operates stores in the United States, Canada, Mexico, Hong Kong, China and the United Kingdom. It also acquired two emerging brands to complement its existing brands, Tailgate, a vintage sports-inspired apparel brand, and Todd Snyder New York, a premium menswear brand. The company was founded in 1977 and is headquartered in Pittsburgh, PA.

American Eagle Outfitters Inc.

American Eagle Outfitters, Inc.

American Eagle Outfitters (AEO) is trending after exceeding Q3 earnings expectations and issuing an optimistic Q4 outlook, with many attributing strong sales and new customer acquisition to effective celebrity marketing campaigns. The stock is generating considerable community discussion, weighing positive momentum and short-squeeze potential against concerns that a new dividend declaration contributed to a post-earnings sell-off.

Amprius Technologies, Inc. engages in the development, manufacture, and market lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the United States and Rest of the World geographical segments. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is trending after reporting strong Q4 2025 earnings that surpassed analyst expectations, signaling robust revenue growth and improved margins. The community is buzzing about the company's leading battery technology and strategic U.S. manufacturing partnership, which positions it as a critical supplier for the rapidly expanding defense and drone markets.

Gemini Space Station, Inc. is a holding company, which offers a mobile and web based crypto asset exchange platform, proprietary wallet infrastructure and custody solutions, over-the-counter trading solutions tailored to institutions and professionals, a digital art auction platform, a proprietary United States dollar backed stablecoin, and a credit card product that offers crypto asset rewards on customer purchases. The company was founded by Tyler Winklevoss and Cameron Winklevoss in 2014 and is headquartered in New York, NY.

Gemini Space Station Inc. - Ordinary Shares- Class A

Gemini Space Station

GEMI is seeing heightened activity and a recent price surge, driving community discussion between a potential short squeeze or "pump" ahead of an upcoming lock-up expiry, contrasted with hopes for its prediction market growth and Bitcoin correlation amidst recent executive departures and strategic restructuring.

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$AVGO | Broadcom beat earnings and revenue estimates in Q1 and provided strong guidance. The stock is flat after-hours. 
 
🔹 EPS: $2.05 vs. $2.03 est. ✅ 
🔹 Revenue: $19.31B vs. $19.26B est. ✅ 
 
Key takeaways: 
🔸 Semiconductor revenue: +52% YoY 
🔸 Infrastructure revenue: +1% YoY 
🔸 AI revenue: +106% YoY 
🔸 Adj EBITDA: +30% YoY 
🔸 Q2 revenue outlook: $22.0B ($20.5B est.) 
🔸 Q2 EBITDA margin outlook: 68.0%

$AVGO now +5.5% as the call leans into FY revenue guidance exceeding $100B and mentions of its AI hyperscaler customers (added a 6th customer this Q) 
 
$GOOGL $META

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CMG Venture Group

 | Broadcom beat earnings and revenue estimates in Q1 and provided strong guidance. The stock is flat after-hours. 
 
🔹 EPS: $2.05 vs. $2.03 est. ✅ 
🔹 Revenue: $19.31B vs. $19.26B est. ✅ 
 
Key takeaways: 
🔸 Semiconductor revenue: +52% YoY 
🔸 Infrastructure revenue: +1% YoY 
🔸 AI revenue: +106% YoY 
🔸 Adj EBITDA: +30% YoY 
🔸 Q2 revenue outlook: $22.0B ($20.5B est.) 
🔸 Q2 EBITDA margin outlook: 68.0%

@cmgventure imagine being bearish about this. 😂