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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 after recent analyst downgrades from major institutions, which many investors are interpreting as a calculated move to acquire shares at lower prices before anticipated strong earnings. The community is actively debating the stock's significant undervaluation given its rapid revenue growth and pivotal role in AI infrastructure, contrasting this with persistent concerns over profitability and past governance issues. Despite its critical position in the booming AI and data center sector, sentiment highlights frustration over the stock's price action not reflecting broader industry tailwinds.

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 trending as it accelerates a strategic pivot towards massive AI infrastructure investments, including landmark multi-gigawatt nuclear energy deals and a new "Meta Compute" initiative. This shift is accompanied by reported workforce reductions in its Reality Labs division, signaling a move away from its previous metaverse-heavy focus. Community sentiment is notably divided, with some seeing current dips as a buying opportunity based on the AI pivot, while others remain skeptical of the extensive spending and recent stock performance.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending following the appointment of a new Chief Commercial Officer and the completion of enrollment in its VK2735 maintenance study, ahead of the J.P. Morgan Healthcare Conference. These developments have fueled a polarized debate, with some investors seeing a strengthening position for commercialization or strategic partnership in the competitive obesity market. However, others view the moves as a signal against an imminent buyout, coupled with ongoing concerns about stock manipulation and underperformance compared to sector peers.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath (PATH) is sparking significant discussion as investors navigate notable price volatility, often attributed to ongoing CEO stock sales and perceived market manipulation. Despite these headwinds, many remain highly bullish on PATH's robust financial position, recent GAAP profitability, and its strategic leadership in the burgeoning Agentic AI space, amplified by its S&P MidCap 400 inclusion and new leveraged ETF.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending with intense community speculation around a potential short squeeze, driven by significant short interest and anticipation of key announcements at the JPM Healthcare Conference. Investors are actively discussing the company's updated growth strategy, financial de-risking efforts, and the expanding market potential of its Matrix-M adjuvant, especially for new partnerships in areas like oncology. This heightened interest comes amidst calls from activist investors for improved execution and clarity on future collaborations.

RYVYL Inc. is a financial technology company that develops software platforms and tools that are focused on providing global payment acceptance and disbursement capabilities. It offers an innovative payment platform-as-a-service that redefines global payment solutions, enabling seamless business-to-business, consumer-to-business, and peer-to-peer transactions worldwide. The company leverages advanced electronic payment technology to deliver seamless financial solutions across global markets. It operates through two geographical segments: North America and International. The company was founded on April 10, 2007 and is headquartered in San Diego, CA.

Ryvyl Inc

RVYL is trending as it navigates a recently enacted reverse stock split aimed at maintaining Nasdaq compliance, a move seen by many as crucial for its impending merger with Roundtable. The community is actively discussing the potential for a short squeeze and the combined entity's Web3 digital media platform and Bitcoin treasury, though sentiment is split between optimism for the merger and concerns over the split's impact and past company issues.

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 heavily discussed following its pledge to bear the electricity costs for new AI data centers, a move seen by some as bullish for accelerating infrastructure growth. Despite this, community sentiment is sharply divided, with many lamenting the stock's recent underperformance compared to other major tech companies while others view current levels as a prime accumulation opportunity for its long-term AI and cloud dominance.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is actively trending due to strong community anticipation for its pivotal role in next-generation AI data centers, leveraging its advanced GaN and SiC power solutions for high-efficiency computing infrastructure. Investors are keenly discussing the stock's substantial short interest, fueling speculation of a significant short squeeze, while also noting upcoming industry conference visibility as a potential news catalyst.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is generating buzz following its announced partnership with NVIDIA to integrate advanced AI technology into its eVTOL aircraft, fueling hopes for a significant short squeeze and a break above key resistance levels. While many investors are optimistic about potential defense contracts and upcoming milestones like piloted flights, a skeptical segment of the community remains wary of past delays, stock dilution, and market manipulation.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is drawing attention after announcing three new AI-driven security and IoT projects in Taiwan and a strategic investment, with these agreements expected to provide a meaningful contribution to future revenue. The community is actively discussing this growth potential, alongside a contentious pause in the share repurchase program, which some see as a prelude to significant upcoming announcements, while others express frustration over perceived lack of transparency and broker buying restrictions. This ongoing dialogue highlights the stock's tight float and the potential for notable price movements as investors anticipate further developments in the AI infrastructure sector.

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