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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 shares are facing significant volatility as investors react to earnings that met expectations but failed to satisfy the extreme growth premiums baked into the stocks recent rally. The community is sharply divided between bulls focusing on strong data center expansion and long-term AI infrastructure tailwinds, and bears arguing that the company's high valuation is unsustainable amidst intensifying competition and profit-taking.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is currently the center of intense market debate as investors digest its first earnings report as a public company, which featured strong revenue growth but significant capital expenditures. Community sentiment remains highly polarized, with bulls pointing to the company's ambitious long-term AI and infrastructure goals, while bears are heavily focused on the impending expiration of share lock-up periods and the stock's significant cash burn.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently the focus of significant community interest as investors weigh its aggressive contract acquisition strategy and upcoming Neutron launch progress against broader volatility in the space sector. Market participants are actively debating the company's path to profitability and its potential to decouple from sector peers like SpaceX, particularly ahead of upcoming earnings and anticipated shifts in market liquidity.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is capturing market attention as SpaceX commits exclusively to its Vera Rubin architecture for satellite AI infrastructure, highlighting its central role in the expanding multi-billion-dollar semiconductor cycle. Community sentiment remains polarized, with many bulls cheering the ecosystem dominance and SpaceX partnership, while a vocal contingent of bears maintains skepticism regarding high valuations and sustainable infrastructure spending.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is facing significant market volatility as investors weigh robust quarterly growth and guidance upgrades against broader sector sell-offs and the removal of the stock from key market indices. The community remains deeply divided, with bulls pointing to the company's expansion into non-drone commercial applications and defense contracts as a long-term catalyst, while others express frustration over the lack of recent press releases and the stock's sharp decline from its previous highs.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global Holdings Corp is currently trending due to a significant earnings report that triggered heavy volatility and a flurry of call option activity, as investors weigh strong fundamental growth against a contentious after-hours sell-off. The community is sharply divided between retail bulls who are aggressively buying the dip, citing strong partnerships and growth metrics, and those concerned by the rapid, algo-driven price swings that followed the announcement.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is surging following a double-digit price target hike from Stifel and its inclusion in the NASDAQ-100, fueling intense investor focus on its critical role in AI infrastructure connectivity. The community is actively debating the stock's parabolic momentum and high valuation multiples, with many traders discussing whether to hold for further gains or lock in profits after the recent rapid ascent.

Digital Turbine, Inc. is a mobile growth platform that offers solutions for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The firm operates through the On Device Solutions (ODS) and App Growth Platform (AGP) segments. The ODS segment generates revenue from the delivery of mobile application media or content to end users with solutions for all participants in the mobile application ecosystem that want to connect with end users and consumers who hold the device. This includes mobile carriers and device OEMs that participate in the app economy, app publishers and developers, and brands and advertising agencies. The AGP segment provides platforms that allow mobile app publishers and developers to monetize their monthly active users via display, native, and video advertising. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbine is experiencing significant market interest and price momentum driven by strong earnings sentiment, a raised guidance outlook, and broader community optimism surrounding its mobile advertising and app distribution strategy. Investors are actively discussing the potential for a long-term turnaround, with many citing the company's AI-driven evolution and potential for market share gains as key catalysts for sustained growth.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending following the European Commission's conditional approval of its acquisition of Warner Bros. Discovery, a significant regulatory win that complicates the ongoing antitrust lawsuit brought by U.S. state attorneys general. While shareholders remain divided on the deal's long-term dilution risks and the mounting financial pressure of potential ticking fees, the community is intensely debating whether this global regulatory momentum will eventually force a settlement or if the stock remains trapped in a state of political and legal limbo.

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 is facing renewed market volatility following reports of a salmonella outbreak linked to jalapeo suppliers in Minnesota, sparking a sell-off as investors weigh the potential impact on customer trust and food safety. While some community members are treating the decline as a buying opportunity, others are expressing concern over the recurring nature of these supply chain headlines and the broader risks to the restaurant sector.

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$APP will this finally be it&#39;s moment tomorrow?? i say yes.  Been a terrible year, it&#39;s out of favor enough that the MMs will release the hounds this time. Software/advertising stocks behaving a little better.

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Applovin Corp

 will this finally be it's moment tomorrow?? i say yes.  Been a terrible year, it's out of favor enough that the MMs will release the hounds this time. Software/advertising stocks behaving a little better.

Duke

@dukeofhb $APP brings in $6.1 million per employee. More than $NVDA at $5.1 million, and much more than $GOOG and $AAPL. It’s the highest revenue per employee on the Nasdaq. It really doesn’t get much better than that. Highly capital efficient business that prints cash. That’s why I’m holding. At a certain point (hopefully starting tomorrow) the market will notice and this will get the respect it deserves.

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Alphabet Inc - Ordinary Shares - Class C

Apple Inc

 brings in $6.1 million per employee. More than 

. It’s the highest revenue per employee on the Nasdaq. It really doesn’t get much better than that. Highly capital efficient business that prints cash. That’s why I’m holding. At a certain point (hopefully starting tomorrow) the market will notice and this will get the respect it deserves.