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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGL is trending as community members discuss its potential to outperform competitors in the AI race following positive reviews of its Gemini 3 model. Talk surrounds Google's custom-designed TPU chips providing a cost advantage, and analysts are weighing in with bullish ratings and price targets. Investors are monitoring the stock's relative strength amid broader market volatility, as well as potential rotation out of other AI plays like NVDA.

Alphabet Inc - Ordinary Shares - Class C

$GOOG is trending following positive analyst coverage and renewed excitement around its AI capabilities, particularly the Gemini 3 model. Community members are discussing whether Google can challenge $NVDA in the AI chip space and some are drawing comparisons between the two stocks. Investors are weighing the long-term potential of Google's various AI initiatives and its competitive position.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending amid optimism in the AI sector, particularly due to its partnership with Google on Tensor Processing Units (TPUs) for the Gemini 3 model, potentially challenging Nvidia's dominance. The community is discussing Broadcom's potential to reach new price levels, with some analysts setting new price targets, and highlighting its solid fundamentals and attractive growth prospects in the AI infrastructure space. Investors are also weighing in on potential delays of semiconductor tariffs and impacts from broader market trends.

Keeta is a high-performance layer-1 blockchain designed to unify transactions across different blockchains and fiat payment systems, eliminating the need for costly intermediaries, reducing fees, and enabling near-instant settlements. With 400-millisecond transaction finality and the ability to process 10 million transactions per second, Keeta sets a new industry benchmark for speed and scalability.  Founded in 2022 and backed by Eric Schmidt, the former CEO of Google, Keeta has been engineered to meet the stringent regulatory and operational requirements of financial institutions. Its advanced on-chain compliance protocols, including KYC and AML, ensure security and regulatory adherence. Keeta’s architecture natively supports asset tokenization and digital identity, making it an ideal platform for stablecoins and real-world asset transfers.  By facilitating cross-chain transactions and interoperability with existing payment systems, Keeta bridges the gap between cryptocurrencies and fiat, enabling a secure, efficient, and compliant global financial ecosystem.

Keeta

Keeta is gaining attention as a high-throughput, compliance-focused blockchain designed for institutional use, with discussions highlighting its potential to underpin real-world asset tokenization and regulated financial flows, contrasting it with other crypto ecosystems like NEAR, BNB, and Aptos; The community is actively debating its competitive advantages, especially around settlement speed, scalability, and regulatory alignment; backed by Eric Schmidt.

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 concerns about increasing competition, particularly following news that Meta is considering using Google's TPUs in their data centers, potentially impacting NVIDIA's market share. The community is debating the long-term implications of this shift and whether NVIDIA's dominance in the AI chip market is threatened. Some believe this is an overblown reaction and a buying opportunity, while others fear a significant correction.

Zoom Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Zoom Communications Inc. - Ordinary Shares - Class A

Zoom Video Communications, Inc.

Zoom ($ZM) is trending amid mixed sentiment following its Q3 earnings report, which showed strong profitability but limited growth, sparking debates about its valuation and future prospects against competitors like Microsoft. The community is focused on the company's cash reserves, share buybacks, and AI-driven initiatives, while some express concerns about insider selling and commoditization of its services. Recent options activity and analyst ratings are also contributing to the stock's increased visibility.

Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending as investors discuss its potential amid a tech sector surge and AI data center applications. The community is actively analyzing its low market cap relative to its assets and revenue, with some speculating about a possible short squeeze or acquisition. Discussions also mention the stock's volatility and potential for significant gains if it aligns with broader market trends.

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 is trending as the stock price increases rapidly, fueled by optimism around memory demand and AI data centers; some investors are discussing if a buyout is inevitable. The community is debating whether the stock is overvalued, while others point to strong fundamentals and a potential S&P 500 addition. Discussions include short squeeze potential and extreme volatility.

Monad is a high-performance Layer 1 blockchain that processes 10,000 transactions per second with near-zero fees. The platform delivers high performance without compromising on security or decentralization, creating the infrastructure needed for complex applications that require high-frequency activity.  One of Monad’s key innovations lies in how it handles transaction processing. Instead of processing transactions one at a time like traditional blockchains, Monad processes multiple transactions simultaneously through parallel execution.   The system separates the agreement process from the execution process, allowing validators to first agree on which transactions to include and in what order, then having more time to execute those transactions without slowing down consensus. This approach, combined with a custom-built database called MonadDB, dramatically increases throughput while maintaining accuracy.  Monad also offers complete EVM compatibility, where applications built for Ethereum work on Monad without any code modifications, and users can connect with familiar wallets like MetaMask just as they would on Ethereum. Developers can immediately tap into Ethereum's established ecosystem of tools, libraries, and applications while benefitting from Monad’s performance improvements. The platform also runs on consumer-grade hardware rather than expensive specialized equipment, making it accessible for more people to participate in securing the network.  Monad has raised approximately 244 million dollars in total funding across multiple rounds. The company secured 19 million dollars in a seed round in February 2023 led by Dragonfly Capital, followed by a 225 million dollar Series A round in April 2024 led by Paradigm at a 3 billion dollar valuation. Other notable investors include Electric Capital, Greenoaks, Coinbase Ventures, and prominent angel investors such as Naval Ravikant.

Monad

Global Business Travel Group, Inc. operates as a business-to-business travel platform. It provides software and services to manage travel, expenses, and meetings and events for companies of all sizes. The firm offers business travel solutions, simplified travel management, and business consulting services. It also provides global service solutions, automated booking, diverse options, system integration and specialized traveler care. It offers Expert Auditor, Expert Care and the Business Travel App. The Expert Auditor travel program guides travelers to company-approved providers and destinations before they book a trip. Expert Care is a global proactive service featuring risk alerts and direct communications during a disruption. The company was founded in 2014 and is headquartered in New York, NY.

Global Business Travel Group Inc - Ordinary Shares - Class A

GBTG is trending amid discussions around its acquisition of CWT Holdings and recent updates to its risk factors, particularly concerning increased competition and AI use. Positive Q3 revenue reports and upward revisions to future revenue and EBITDA outlooks are driving optimism, though some analysts forecast a short-term downward trend. Community members are closely watching volume and resistance levels.

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