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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir ($PLTR) is surging after a stellar earnings report, showcasing robust revenue growth, particularly a 137% surge in US Commercial operations, and providing impressive 2026 guidance. This has ignited intense community debate between bulls celebrating its "insane" growth trajectory and bears questioning its extremely high valuation.

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 ahead of its highly anticipated earnings report, with community speculation centered on a significant revenue beat and potential for a short squeeze given current high interest. This optimism is amplified by its pivotal role as a hardware provider for Elon Musk's xAI, which recently merged with SpaceX, suggesting substantial future growth in AI infrastructure.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending following a significant stock decline despite a "triple beat" earnings report, sparking a fierce debate within the community. While many view the current oversold conditions as a prime buying opportunity with potential S&P 500 inclusion on the horizon, others are frustrated by perceived institutional manipulation, dilution concerns, and recent downgrades.

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 trending due to recent post-earnings volatility, as the community actively debates the stock's performance and the long-term implications of its substantial investment in OpenAI. Many view the current dip as a buying opportunity for a blue-chip company, while others express concern about its valuation and near-term weakness.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

SLV is trending as the market navigates extreme volatility following a sharp price correction, which many in the community perceive as manipulation. While new margin requirements from the Shanghai Gold Exchange aim to cool speculation, strong physical demand and calls for a significant rebound from bulls are driving conversation.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending following its announcement of acquiring two strategic sites in Kentucky and Maryland, more than doubling its total infrastructure capacity to 2.8 GW for AI and high-performance computing. The community widely views this as a transformational move, cementing WULF's position as a major AI/HPC power provider and fueling discussions about a potential short squeeze and decoupling from Bitcoin's price correlation.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is experiencing a sharp downturn, heavily influenced by a broader cryptocurrency market pullback and concerns over seasonal prediction market revenue. This has split community opinion, with some actively buying the deeply oversold stock and highlighting recent institutional buys and upcoming earnings, while others remain cautious given its strong crypto correlation.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk (SNDK) is experiencing a massive rally following stellar earnings that significantly surpassed expectations, driven by strong demand for memory in the AI sector, leading to a heated community debate between bullish investors anticipating further exponential growth and bearish traders calling for an imminent valuation pullback.

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 trending as investors intensely debate the stock's direction ahead of its earnings report, with many anticipating further declines due to negative sentiment and competition, while others point to its deeply undervalued metrics, strong cash flow, and aggressive share buybacks as catalysts for a potential rebound.

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 trending due to conflicting reports regarding OpenAI's satisfaction with its chips and the status of a potential $100 billion investment, with the community actively debating Sam Altman's swift public denial against Reuters' claims, sparking discussions on AI partnership stability.

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Stifel maintains VSE $VSEC  at Buy and raises the price target from $209 to 
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VSE Corp.

  at Buy and raises the price target from $209 to 
