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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is trending as the company officially launches its in-house generative AI model, Muse Image, signaling a strategic shift toward proprietary technology and reduced reliance on third-party AI providers. The community is actively debating the stock's long-term value against significant AI infrastructure spending, with many investors weighing the potential for increased ad efficiency and product integration against concerns over capital expenditure.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is gaining attention as it strategically reduces reliance on third-party AI models by integrating in-house technology into key productivity applications to drive operational efficiency. The community remains divided, with bulls pointing to the company's defensive strength and Azure's cloud growth as a reason to buy, while bears highlight persistent volatility and skepticism regarding its AI expenditure.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix is trending following the appointment of former Apple operations executive Michael Vyvoda as COO, a move that the community interprets as a critical signal that the company is transitioning from the qualification phase to full-scale commercial manufacturing. Investors are actively debating the timing of mass production ramps and upcoming earnings, with many viewing the leadership change as validation of the company's long-term potential in high-volume smartphone and wearable markets.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as the company announces a significant investment to strengthen the U.S. semiconductor supply chain, sparking intense community debate over long-term demand for AI and robotics versus short-term market volatility. Traders are actively weighing this news against upcoming IPO activity in the memory sector, while bulls and bears clash over whether current price levels represent a prime buying opportunity or the beginning of a larger correction.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending following the unveiling of its groundbreaking 0.7nm sub-1-nanometer chip technology and a major analyst upgrade from JPMorgan, which highlights the company's shift toward high-margin software and enterprise AI infrastructure. The community is actively debating the long-term impact of these technical milestones, with bullish investors viewing the innovation as a catalyst for future growth while some skeptics focus on the extended timeline for commercial production.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is gaining significant attention as a core infrastructure play for AI hardware, with recent institutional filings fueling speculation about the company's long-term commercial scaling. The community is sharply divided, balancing bullish optimism around the company's optical interposer technology and massive cash position against skepticism regarding previous volatility and the timeline for broad market adoption.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is surging as investors react to an expanded AI infrastructure partnership with Brookfield, which saw the commitment scale from $5 billion to $25 billion to address critical data center power bottlenecks. The community is actively debating the stock's massive valuation and the sustainability of its rapid growth against the backdrop of critical mineral supply chain concerns.

iShares Trust - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The software sector is seeing renewed institutional interest as investors rotate capital from crowded AI hardware plays into beaten-down SaaS names. The community is actively debating the durability of this recovery, weighing concerns over AI-driven disruption against strong enterprise fundamentals and recent institutional inflows into the sector.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending as investors debate the impact of AI on enterprise software, with the community split between concerns over vendor competition and excitement about the company's long-term potential as a workflow and governance leader. Market participants are closely watching for a potential rotation out of semiconductor stocks into software, keeping a keen eye on technical support levels and upcoming earnings as catalysts for price action.

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: PepsiCo Foods North America (PFNA), PepsiCo Beverages North America (PBNA), International Beverages Franchise (IB Franchise), Europe, Middle East and Africa (EMEA), Latin America Foods (LatAm Foods), and Asia Pacific Foods. The PFNA segment refers to the food businesses in the United States and Canada. The PBNA segment includes beverage businesses in the United States and Canada. The IB Franchise segment involves the international franchise beverage businesses, as well as the SodaStream business. The EMEA segment pertains to food businesses and beverage businesses with company-owned bottlers in Europe, the Middle East, and Africa. The LatAm Foods segment consists of food businesses in Latin America. The Asia Pacific Foods segment is associated in food businesses in Asia Pacific, including China, Australia and New Zealand, as well as India. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

PepsiCo Inc

PepsiCo is trending following an earnings report that beat analyst expectations, driven by snack price cuts that helped restore volume growth in North America. Community discussion is heavily focused on the company's defensive stability, its strategic brand restaging, and ongoing debates regarding pricing power versus volume trends in the current consumer environment.

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$ANET Bought this after ER drop, and keep avg down. At the time this was my biggest red in the holdings while $ORCL , $META and $MSFT  were the biggest gains. Fast forward $ANET is my biggest win and those 3 were biggest losses.

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Arista Networks Inc

Oracle Corp.

 Bought this after ER drop, and keep avg down. At the time this was my biggest red in the holdings while 

 is my biggest win and those 3 were biggest losses.