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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 Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is surging following a blowout second-quarter earnings report, where significant beats on both revenue and earnings, alongside a major boost to full-year guidance, have ignited bullish sentiment among investors. The community is focused on the explosive growth in U.S. commercial revenue, fueling heated debates over whether this indicates a legitimate re-rating of the stock or a temporary squeeze that will face resistance in the coming sessions.

Snap, Inc. is 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 is currently driving significant community speculation as investors position themselves ahead of the upcoming earnings report, with many closely watching for potential updates on the company's AI-powered smart glasses and broader turnaround efforts. Market participants are debating the stock's valuation as a potential long-term play, while sentiment remains divided between bullish sentiment regarding user engagement and revenue growth against skepticism regarding management's leadership and the company's long-term profitability.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending following a strategic private exchange of convertible notes for equity, sparking intense community debate over potential dilution versus balance sheet optimization. Investors are actively discussing whether this move serves as a precursor to a major acquisition or further reflects a shift in long-term capital allocation strategy.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending following the recent approval of ANKTIVA in the UAE for bladder and lung cancer, with community members actively discussing the potential for global expansion and an upcoming earnings report. Investors are closely monitoring signs of institutional accumulation and management's next steps regarding potential partnerships, while maintaining a strong bullish sentiment ahead of anticipated financial updates.

Voyager Technologies, Inc. engages in the defense technology and space solutions. It operates through the following segments: Defense & National Security, Space Solutions, and Starlab Space Stations. The Defense & National Security segment consists of innovative mission-critical solutions to protect dynamic and contested domains. The Space Solutions segment consists of space infrastructure, advanced space technology, science systems and mission services. The Starlab Space Stations segment consists of a commercial space station. The company was founded by Dylan Taylor and Matthew Kuta on August 15, 2019 and is headquartered in Denver, CO.

Voyager Technologies Inc. - Ordinary Shares - Class A

Voyager Technologies is trending following a significant beat in quarterly earnings and an increase in its full-year revenue guidance, fueled by record bookings and a robust backlog of government and defense contracts. The community is actively discussing the company's shift toward becoming a broader space infrastructure provider, with investors closely watching its execution on major partnerships and defense initiatives.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblaze is trending following the announcement of a five-year, multi-exabyte storage agreement with CoreWeave valued at hundreds of millions of dollars. The community is actively debating the stock's potential as an AI infrastructure player, with many discussing the impact on revenue guidance and debating whether the recent price rally warrants a potential future share offering.

Sterling Infrastructure, Inc. engages in the provision of construction solutions. It operates through the following segments: Transportation Solutions, E-Infrastructure Solutions, and Building Solutions. The Transportation Solutions segment provides infrastructure and rehabilitation services for highways, roads, bridges, airports, ports, light rail systems, water and wastewater facilities, and storm drainage systems. The E-Infrastructure Solutions segment develops advanced, large-scale site development systems and services for data centers, e-commerce distribution centers, warehousing facilities, transportation projects, energy infrastructure, and other specialized developments. The Building Solutions segment provides residential and commercial concrete foundation services for single-family and multi-family homes, as well as parking structures, elevated slabs, and other concrete construction projects. The company was founded in 1955 and is headquartered in The Woodlands, TX.

Sterling Infrastructure Inc

Sterling Construction Company, Inc.

Sterling Construction ($STRL) is trending as investors digest record-breaking quarterly results and raised full-year guidance, though the stock has faced volatile price action despite the strong fundamentals. The community is heavily focused on the company's critical role in the AI data center buildout, with active debate regarding whether the recent price pullbacks represent an attractive entry point or if the sector's valuation has become overly extended.

Serve Robotics, Inc. engages in providing self-driving delivery. It designs, develops, and operates zero-emissions robots that serve people in public spaces, starting with food delivery. The company was founded by Ali Kashani, Dmitry Demeshchuk and MJ Burk Chun in 2017 and is headquartered in Redwood City, CA.

Serve Robotics Inc

Serve Robotics is trending as investors weigh strong revenue growth against ongoing volatility and short interest ahead of the company's upcoming earnings report. The community remains divided, with some betting on a short squeeze or long-term growth in autonomous delivery, while others express frustration over recent price performance and concerns regarding cash burn.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is trending as investors react to a significant quarterly revenue beat and raised full-year guidance, overshadowing a slight EPS miss that the community largely attributes to strategic reinvestment in the pipeline. Market participants are actively discussing the stock's long-term potential, with bullish sentiment focused on the rapid growth of Briumvi and persistent rumors surrounding a potential multi-billion dollar acquisition by Big Pharma.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

Hewlett Packard Enterprise is generating significant investor interest following strong preliminary server demand data and positive read-throughs from peers in the AI infrastructure space. The community is actively debating the company's valuation relative to its order backlog and networking growth, with many focused on whether current technical support levels can sustain a breakout toward recent highs.

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$MSFT $NVDA $PLTR $SNAP $SNDK not by choice

Jason S

$MSFT $NVDA $PLTR $SNAP $SNDK if somehow finance becomes a real issues then uncle sam will hand them out blank checks as usual.