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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 its latest earnings report significantly exceeded revenue and EPS expectations and raised full-year guidance, sparking strong community discussion around its undervaluation and potential for a short squeeze. Despite broad bullish sentiment driven by its role in AI infrastructure, some investors remain cautious about margin compression and perceived market manipulation.

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Kendu

KENDU is actively trending as its dedicated community champions a unique "permissionless brand" model, consistently launching numerous real-world products and initiatives that set it apart from typical crypto projects. This strong, builder-focused community expresses unwavering conviction, fueling belief in KENDU's long-term growth and differentiation in the crypto space.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending after delivering strong recent earnings, largely driven by robust data center performance and progress in its AI GPU roadmap, prompting community discussion around whether the post-earnings dip presents a buying opportunity or reflects high valuation and typical 'sell the news' market behavior within the semiconductor sector.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

PSKY is trending as its hostile bid for Warner Bros. Discovery faces fresh scrutiny following Netflix's all-cash offer and a legal setback, leaving the community debating the company's strategy and persistent stock declines, despite new enthusiasm for Paramount+'s exclusive UFC debut.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is trending after an unexpected release of cautious 2026 guidance, projecting a sales and profit decline due to anticipated U.S. pricing pressure and intensifying competition, triggering a sharp market sell-off. While many in the community view this as a major disappointment and a sign of looming challenges, others are buying the dip, citing strong early uptake of its oral Wegovy pill, positive pipeline data, and a new share repurchase program as long-term bullish indicators.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is surging after a strong Q4 earnings beat and upbeat guidance, signaling a potential turnaround for the solar sector. The community is actively discussing substantial short interest and recent analyst upgrades, fueling speculation of a broader market recovery in solar and energy storage.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros is drawing significant attention following its announced inclusion in the S&P MidCap 400 and its strategic expansion into retail grocery channels. While bulls highlight rapid store growth, strong customer loyalty, and successful new initiatives, many in the community debate its premium valuation compared to peers.

Fortuna Mining Corp. engages in the exploration, extraction and processing of precious and base metal in Latin America. It operates through the following segments: Minera Bateas S.A.C (Bateas), Compania Minera Cuzcatlan S.A. de C.V. (Cuzcatian), Mansfield Minera S.A. (Mansfield), and Corporate. The Beates segment operates the Caylloma silver, lead, and zinc mine. The Cuzcatlan segment handles the San Jose silver-gold mine. The Mansfield segment constructs the Lindero mine. The Corporate segment represents the corporate stewardship. The company was founded by Jorge Alberto Ganoza Durant, Simon T. P. Ridgway, and Mario David Szotlender on September 4, 1990 and is headquartered in Vancouver, Canada.

Fortuna Mining Corp.

Fortuna Silver Mines Inc.

Fortuna Silver Mines is buzzing amidst surging gold and silver prices, with recent strong earnings, strategic asset sales, and robust cash flow positioning it as a deeply undervalued play. The community widely discusses perceived market manipulation holding the stock back, anticipating a significant breakout as precious metals continue their climb.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma ($FIG) is experiencing intense community debate following a significant price decline that has pushed the stock below its IPO price and prior private valuation. Bulls argue it is severely oversold, citing strong fundamentals and AI integration potential, while bears emphasize persistent selling pressure, insider activity, and fears of AI disruption within a broader software sector correction.

Rambus, Inc. engages in the provision of cutting-edge semiconductor and Internet Protocol products, spanning memory and interfaces to security, smart sensors and lighting. Its products include Memory Interface Chips, Interface IP, and Security IP. The company was founded by P. Michael Farmwald and Mark A. Horowitz in March 1990 and is headquartered in Sunnyvale, CA.

Rambus Inc.

Rambus (RMBS) is trending with high volatility following its latest earnings report and Q1 guidance, which disclosed a temporary supply chain issue impacting revenue. The community is split, with many aggressively buying the dip, seeing it as a strong long-term 'memory supercycle' play for AI infrastructure, while others express caution regarding near-term execution and potential market overvaluation.

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$LYTS F2Q26 - Lights Out: 53% EPS Beat, 16% Pop, 0.4x Leverage. Bull case $38 Bear case $15  https://open.substack.com/pub/richiericheps/p/lyts-f2q26-lights-out-53-eps-beat?r=b9ngl&amp;utm_campaign=post&amp;utm_medium=web&amp;showWelcomeOnShare=true