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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending after its Q2 earnings report vastly exceeded expectations and significantly boosted its full-year revenue outlook, fueling community discussions around its undervaluation and potential for a short squeeze despite ongoing margin concerns.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is experiencing a sharp selloff following a Q4 earnings miss and an unexpected CEO transition, leading to intense community discussion about whether the stock represents a deeply discounted value opportunity or a company facing long-term structural challenges amid fierce competition.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. 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

Advanced Micro Devices is a top trend as strong Q4 earnings and robust data center growth clash with a significant after-hours sell-off. The community is sharply divided, with bulls highlighting conservative guidance and market manipulation, while bears point to already high valuations and unmet "blowout" AI expectations.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet (GOOG) is trending fiercely ahead of its imminent earnings report, driving intense community discussion around its AI leadership, especially Gemini's growth and its implications for cloud and ad revenues. Additionally, Waymo's surging valuation and expansion are gaining attention, despite ongoing regulatory scrutiny, with many debating its potential to surpass rivals in market valuation.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is trending intensely ahead of its upcoming earnings report, with community sentiment sharply divided between those who see it as significantly oversold given its foundational role in AI and robotics, and others questioning its high valuation amid recent analyst downgrades.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is experiencing extreme volatility ahead of its upcoming earnings report, with widespread community discussion fueled by a significant pre-earnings stock drop. While many investors are buying the dip, citing strong user engagement and new monetization strategies like Snapchat+ and storage fees, others remain cautious due to ongoing profitability concerns and the potential impact of global social media usage restrictions on younger demographics.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath (PATH) is trending as investor frustration mounts over its continuous price decline and heavy short interest, despite strong fundamentals, analyst upgrades, and a leading position in the emerging Agentic AI space. The community is sharply divided, debating whether ongoing executive stock sales and broad software sector headwinds present a deep value opportunity or a prolonged challenge ahead of upcoming earnings.

BlackRock Institutional Trust Company N.A. - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF ($IGV) is experiencing intense discussion amid extreme oversold conditions and record trading volumes, with many investors viewing it as a capitulation bottom and a historic buying opportunity for the software sector despite ongoing community debates about AI's disruptive impact.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holding PLC (ADR)

Rolls-Royce is actively discussed ahead of its full-year results, with the community anticipating robust performance, further capital returns, and significant growth. This optimism is fueled by recent large civil aerospace engine orders, expanding defense contracts, and strong progress in Small Modular Reactors for energy and AI data centers.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle ($CMG) is actively discussed following its latest earnings report, which, despite a headline beat, included flat comparable sales guidance for the upcoming fiscal year. This has sparked community debate, with many criticizing high prices and perceived declining customer experience, while others defend the company's long-term "Recipe for Growth" strategy to prioritize transaction growth and expansion.

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$JVA this one lost some of its mojo as the session aged.

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Coffee Holding Co Inc

 this one lost some of its mojo as the session aged.