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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is a hot topic following news of NVIDIA's stake sale, igniting investor debate on whether this signals profit-taking or broader concerns, even as the company moves forward with its cloud business spin-off into ChronoScale, leading many in the community to eye the recent dip as a buying opportunity.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group (DJT) is trending as its stock plummets to new lows, nearing single digits and intensifying community debate. Critics highlight the company's meager revenue and anticipated poor earnings as evidence of its "meme stock" nature, fueling calls of a coming collapse, while some loyalists defiantly "buy the dip" despite the steep decline.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is seeing intensified conversation following its Q2 earnings, which reported strong revenue and an upped full-year outlook but a lowered EPS forecast. This mixed guidance, amidst broader software sector weakness and the impact of acquisitions, has sparked debate within the community over whether the current sell-off presents a buying opportunity or signals further declines for the cybersecurity leader.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending following FDA Fast Track designation for its lead asset, sonelokimab, in Palmoplantar Pustulosis, fueling community discussions around its "best-in-class" potential and intense buyout speculation ahead of key data readouts.

Starfighters Space, Inc. is engaged in the research and development of space flight, pilot training, and aeronautics programs. It operates the commercial fleet Lockhead F-104s. The company was founded by Rick Svetkoff on September 6, 2022 and is headquartered in Cape Canaveral, FL.

Starfighters Space Inc

Starfighters Space (FJET) is experiencing heightened attention as its IPO quiet period wraps up and anticipation builds for an FAA Space Launch license, driving community discussions around its notably small float and high short interest, especially within the broader context of upcoming major developments in the space sector.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is gaining significant attention following its NYSE debut as the first neutral-atom quantum company, with investors enthusiastic about its practical defense and space applications, NVIDIA collaborations, and perceived undervaluation compared to other quantum sector plays. The community is actively discussing its potential as a generational investment, anticipating further visibility and wider market access.

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 highly active following a significant multiyear partnership announcement with Meta Platforms for deploying millions of AI chips, which is generating bullish sentiment for upcoming earnings. Yet, some investors are debating the long-term implications and recent portfolio adjustments revealed in 13F filings.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending due to recent analyst upgrades and strategic acquisitions bolstering its AI-driven identity and browser security offerings. The community is debating whether the broader software sector's AI disruption fears are overblown for cybersecurity, with many viewing the current dip as a buying opportunity given CrowdStrike's market leadership in defending against evolving threats.

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

A recent $11.5 million defense contract reinforces Velo3D's critical role in aerospace and defense additive manufacturing, sparking community discussion where bulls emphasize its revolutionary technology and key partnerships with the U.S. Army and SpaceX, while bears highlight concerns over past dilutions and current unprofitability amid market volatility.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

COMPASS Pathways is trending following strong Phase 3 trial results for its COMP360 psilocybin therapy in treatment-resistant depression and accelerated commercialization plans, with the community optimistic about its potential as a pioneer in the psychedelic therapeutics space amid discussions of a recent public offering.

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$NVDA $META $AMZN $MSFT $NOW  
 
Well now... that release that this NVDA/META connectivity expansion will involve &quot;millions of GPUs&quot; is quite a kick in the face for the naysayers, huh!!  Delightful!! As I suggested again earlier, time for the 13F longs to say, &quot;F these quantard trading firms shorting NVDA and these hyperscale clients of theirs. Let&#39;s bury the f&#39;ers!&quot; 
 
Easy for me to expect the stock runs hard up into their conference call in a week, and, now that Jensen is pissed off, not only a handsome beat on revs/eps, but a darling guidance raise to begin reflecting what is happening with NVL72 Blackwell 300s and, within a few weeks likely and some 6+ months ahead of schedule, rolling out the new Ruben platform (which jensen said was &quot;already in full production&quot; a few weeks ago.

George T R.

The grinder

Alex J.

that shower curtain fella...

$NVDA $META $AMZN $MSFT $NOW 
 
Read the thread if you are long and missed these notes... As Duvall said in Apocolypse now, &quot;Someday  this war is going to end.&quot; 
 
Short interest is now at the highest level this decade! Put /Call ratio is extreme as well -- both of these metrics tend to mark inflection points as the 13F longs share the &quot;F this bs - enough is enough&quot; memo.  Ya, Seth Golden agrees with me ; see his posts this month (repeat of last year on fund flows) 
 
https://x.com/SethCL/status/2023785506178560427?s=20

There goes the everything trade, hasn't rotated into Large-cap/Growth yet though. https://t.co/Xq14Iw8Swj

Seth Golden on X (formerly Twitter): "There goes the everything trade, hasn't rotated into Large-cap/Growth yet though. https://t.co/Xq14Iw8Swj / X"

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Cingeon Smyth

NVIDIA is trending after announcing a multi-year strategic partnership with Meta Platforms for AI infrastructure, involving significant deployment of its Blackwell and Rubin GPUs. This news is fueling optimism about continued revenue growth, though some in the community debate whether the positive development is already priced into the stock ahead of its anticipated earnings.

  
 
Well now... that release that this NVDA/META connectivity expansion will involve "millions of GPUs" is quite a kick in the face for the naysayers, huh!!  Delightful!! As I suggested again earlier, time for the 13F longs to say, "F these quantard trading firms shorting NVDA and these hyperscale clients of theirs. Let's bury the f'ers!" 
 
Easy for me to expect the stock runs hard up into their conference call in a week, and, now that Jensen is pissed off, not only a handsome beat on revs/eps, but a darling guidance raise to begin reflecting what is happening with NVL72 Blackwell 300s and, within a few weeks likely and some 6+ months ahead of schedule, rolling out the new Ruben platform (which jensen said was "already in full production" a few weeks ago.

@emeraldbayrider Remember when $NVDA gapped down like $10 on a FUD article about $META wanting TPU&#39;s?  lol

Jean-Philippe Blais

 gapped down like $10 on a FUD article about 