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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 currently experiencing heavy selling pressure as investors react to critical commentary from Michael Burry, who alleged that competitor Anthropic is siphoning off market share and enterprise spending. While the broader community is deeply divided between those labeling the drop a temporary technical correction and others viewing it as a long-overdue valuation reset, intense debate continues over whether Anthropic's agentic AI models pose a genuine existential threat to Palantir's specialized data infrastructure moat.

Bittensor is an open-source protocol that powers a decentralized, blockchain-based machine learning network. Machine learning models train collaboratively and are rewarded in TAO according to the informational value they offer the collective. TAO also grants external access, allowing users to extract information from the network while tuning its activities to their needs.  Ultimately, BitTensors vision is to create a pure market for artificial intelligence, an incentivized arena in which consumers and producers of this valuable commodity can interact in a trustless, open and transparent context.  Bittensor enables:  -A novel, optimized strategy for the development and distribution of artificial intelligence technology by leveraging the possibilities of a distributed ledger. Specifically, its facilitation of open access/ownership, decentralized governance, and the ability to harness globally-distributed resources of computing power and innovation within an incentivized framework.  -An open-source repository of machine intelligence, accessible to anyone, anywhere, thus creating the conditions for open and permission-less innovation on a global internet scale.  -Distribution of rewards and network ownership to users in direct proportion to the value they have added.

Bittensor

Bittensor ($TAO) is experiencing significant community debate as price volatility continues following the departure of a major subnet developer, sparking concerns about decentralization while long-term investors lean into accumulation. The project remains a focal point for those betting on the convergence of AI and blockchain, with many actively trading and staking across various subnets despite near-term market pressure.

The centrifuge token model powers centrifuge, providing the framework needed to run the platform without reliance on a single point of failure, including the centrifuge team or Company, and to accelerate its utility. To accomplish this, centrifuge leverages the cryptoeconomic primitives of a native token called the centrifuge token (cfg), a nominated-proof-of-stake consensus algorithm that employs centrifuge to stake value, rewards for centrifuge adoption, and an on-chain governance mechanism that empowers centrifuge holders to guide the development of centrifuge.

Centrifuge

Centrifuge is trending as investors focus on its role in the Real World Assets sector, bolstered by the launch of a licensed S&P 500 Index Fund Token and institutional-grade integrations. Community sentiment remains bullish, with many highlighting its potential to bridge traditional finance with decentralized ecosystems through strategic partnerships and on-chain technological advancements.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holding PLC (ADR)

Rolls-Royce is trending as investors weigh strong fundamental performance and aggressive share buybacks against broader market volatility linked to rising geopolitical tensions in the Middle East. The community remains largely bullish, focusing on long-term growth catalysts like the defense sector's structural expansion, the ongoing transition toward Small Modular Reactors (SMRs), and a robust pipeline of new engine orders.

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 facing significant selling pressure as investors rotate out of the software sector, with many in the community voicing frustration over the stock's inability to participate in the broader market's recovery. Despite its strong position in AI infrastructure and cloud services, the stock's persistent weakness has triggered intense debate about whether it represents a generational buying opportunity at lower valuations or a broader structural decline driven by AI sector volatility.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is seeing intense volatility as market participants debate whether its record booking and backlog momentum justifies a lofty valuation or signals an impending correction. Community sentiment remains deeply divided, with bulls highlighting the company's role as a bottleneck player in AI and silicon photonics, while vocal bears argue that the stock is heavily manipulated and overdue for a major pullback.

GitLab, Inc. engages in the intelligent development, security, and operations (DevSecOps) platform for software innovation. It enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab is experiencing significant volatility driven by resurfacing acquisition rumors, with investors speculating that major industry players like Datadog or Google may be exploring a potential buyout. While the community remains deeply divided between those viewing the stock as a prime target for a strategic takeover and those concerned about the long-term impact of AI code-generation tools on the company's competitive moat.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is currently trending due to a wave of major strategic partnerships, including a multi-year AI infrastructure collaboration with Google and involvement in an ambitious chip manufacturing project alongside Tesla and SpaceX. Market participants are intensely debating whether this momentum represents a sustainable fundamental revaluation toward a trillion-dollar valuation or a speculative bubble, with community members closely tracking potential short squeezes and upcoming earnings as catalysts for further volatility.

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 Platforms is experiencing high volatility and significant trading volume as investors react to the launch of its new proprietary AI model, Muse Spark, which has fueled a debate over the company's long-term AI strategy and capital expenditure. While some traders are bullish on the stock's potential to reclaim higher levels amid massive deal commitments with CoreWeave, others remain skeptical, pointing to technical resistance, competitive pressures in the AI space, and broader macroeconomic uncertainty.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSM is trending as investors weigh significant long-term AI foundry demand against geopolitical risks and supply chain constraints, specifically involving energy and raw material security in the Taiwan region. The community remains deeply divided, with some highlighting the company's indispensable role as a high-end chip foundry as a reason to buy the dip, while others are actively hedging or exiting positions due to concerns over infrastructure stability and valuation.

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Re-entered $PYPL &amp; $UBER for LT.

While my visibility and conviction re: a quick ST spike isn’t as high as $PTON or $PGY my LT conviction is obviously higher on these.

I don’t like having too many penny stocks &lt;$5 in my portfolio regardless of how bullish I am; a) they attract too much ST volatility and b) they don’t get any/enough insti love to make them rally on big market days like yesterday.  

With Pennines it’s all about Guidance thus the risk is carried w/a lower probability of upside days until we get to ER.

I’m confident both PTON. and PGY can and will double but I also know that PYPL &amp; UBER should also and most likely will but it will take longer.

I trade opportunistically but the core strategy is always LT.

It’s a YTD, EOY &amp; YoY w/balanced risk/beta game for me.  

PTON is still down 23% for the year; it’s almost too beautiful of a setup to completely walk away from.  I’ve still got $EVGO as a 1X flyer but she’s acting like she needs to hop on a PTON and get in shape.

Joshua Miller

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REIT Machine

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PayPal Holdings Inc

Uber Technologies Inc

Peloton Interactive Inc

Pagaya Technologies Ltd

EVgo Inc

 for LT.

While my visibility and conviction re: a quick ST spike isn’t as high as 

 my LT conviction is obviously higher on these.

I don’t like having too many penny stocks <$5 in my portfolio regardless of how bullish I am; a) they attract too much ST volatility and b) they don’t get any/enough insti love to make them rally on big market days like yesterday.  

With Pennines it’s all about Guidance thus the risk is carried w/a lower probability of upside days until we get to ER.

I’m confident both PTON. and PGY can and will double but I also know that PYPL & UBER should also and most likely will but it will take longer.

I trade opportunistically but the core strategy is always LT.

It’s a YTD, EOY & YoY w/balanced risk/beta game for me.  

PTON is still down 23% for the year; it’s almost too beautiful of a setup to completely walk away from.  I’ve still got 

 as a 1X flyer but she’s acting like she needs to hop on a PTON and get in shape.