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Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

Kendu is gaining traction as a permissionless brand-coin, with the community actively driving development through various real-world product initiatives like energy drinks, apparel, and racing gear. Holders emphasize the project's organic growth and the collaborative, entrepreneurial spirit of the community as key reasons for their ongoing conviction.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is drawing significant investor attention due to its aggressive AI infrastructure expansion in Europe, highlighted by a major new data center facility in Finland that supports its ambitious long-term capacity targets. While community sentiment remains largely bullish, pointing to the company's strong execution and strategic hyperscaler partnerships, the stock is currently facing volatility and profit-taking pressure alongside the broader AI and memory sectors as investors re-evaluate positions at the end of the quarter.

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 (GRRR) is trending as investors debate whether a new $500 million AI infrastructure deal with Yotta Data Services validates the company's growth trajectory or signals continued reliance on unconfirmed, high-value contracts. While bulls emphasize strong insider ownership, recent incentive plans, and a massive project pipeline, the community remains divided by ongoing skepticism regarding past deal transparency, potential dilution, and the company's ability to convert these major announcements into consistent revenue.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is currently trading near multi-year lows, driven by mounting concerns over inventory markdowns, slowing growth in China, and significant tariff-related headwinds. While the community is deeply polarized, many investors are focused on the stock's potential as a long-term turnaround play, pointing to recent open-market purchases by leadership and the upcoming World Cup cycle as catalysts for a potential relief rally.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is under intense scrutiny as investors weigh strong earnings and foundry demand against persistent concerns over China export restrictions and tariff risks. The community remains deeply divided, with many focusing on the stock's recent volatility and the potential for guidance updates to drive its next major technical move.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

Fannie Mae shares are experiencing significant volatility and trending discussions as investors react to high-profile advocacy from figures like Bill Ackman and Michael Burry, who continue to frame the stock as a long-term, asymmetric opportunity. While the community is actively debating the potential for government release from conservatorship and the impact of upcoming executive orders, sentiment remains deeply divided between those adding to positions on dips and skeptics citing regulatory delays and lack of immediate catalysts.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is trending as shareholders weigh strong quarterly earnings and a multi-billion dollar share buyback program against the surprise announcement that long-time CEO Shantanu Narayen will step down. The community is sharply divided, with bulls viewing the stock as a deeply undervalued 'Meta-style' turnaround opportunity, while bears remain focused on mounting AI competition and uncertainty surrounding the leadership transition.

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 ($KTA) is trending as the community debates its long-term potential as a high-speed financial infrastructure network, with many users actively accumulating during recent volatility. Discussions are heavily focused on high transaction throughput claims, upcoming exchange listings, and speculative partnerships that supporters believe will drive a major re-rating of the token.

Ginkgo Bioworks Holdings, Inc. engages in developing biological engineering products and custom microbes. Its platform enables biotechnology applications across diverse markets, from food, agriculture, industrial chemicals, and pharmaceuticals. It operates through the Cell Engineering and Biosecurity segments. The Cell Engineering segment includes end-to-end cell engineering solutions and cell engineering tools offerings for biological research and development. The Biosecurity segment focuses on biomonitoring and bioinformatics support services, offered to both government and non-government customers through its Canopy and Horizon offerings. The company was founded by Jason Kelly, Reshma Shetty, Bartholomew Canton, Austin Che, and Thomas F. Knight, Jr. in 2008 and is headquartered in Boston, MA.

Ginkgo Bioworks Holdings Inc - Ordinary Shares - Class A

Ginkgo Bioworks is seeing intense community debate following a shift toward autonomous labs and AI-driven biologics, with investors split between those betting on long-term infrastructure potential and those skeptical of the company's financial burn and dilution history. The stock remains a high-volatility target for traders who are closely monitoring institutional accumulation patterns and recent leadership changes while debating whether the platform's pivot can finally drive sustainable, milestone-backed revenue.

Tower Semiconductor Ltd. engages in providing semiconductor solutions. It also offers technology and manufacturing platforms for integrated circuits (ICs) in growing markets such as consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense. It focuses on creating positive and sustainable impact on the world through long term partnerships and its advanced and innovative analog technology offering, comprised of a broad range of customizable process platforms such as SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS image sensor, non-imaging sensors, integrated power management (BCD and 700V), and MEMS. Its designs enable a quick and accurate design cycle as well as process transfer services including development, transfer, and optimization, to IDMs and fabless companies. The company was founded in 1993 and is headquartered in Migdal Haemek, Israel.

Tower Semiconductor Ltd.

Tower Semiconductor is currently in the spotlight as investors await a final resolution regarding the long-pending acquisition by Intel, with market sentiment heavily pressured by the potential for a deal termination due to lingering regulatory hurdles in China. The community is actively debating the stock's standalone valuation and whether the significant termination fee potentially headed to the company provides a sufficient safety net against further downward volatility.

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I&#39;m not sure if this has already been posted, but Nvidia (as non-party) is also on board with the ITC:

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Netlist Inc

  
 
I'm not sure if this has already been posted, but Nvidia (as non-party) is also on board with the ITC:

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i 001

@independence001 they most certainly are.  There surely is no evidence they were told about the ITC action but when you have business partners you are going to name and they will receive subpoenas from international courts that go thru consulates and have to supply evidentiary documents you can be sure it was discussed and they approved

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 they most certainly are.  There surely is no evidence they were told about the ITC action but when you have business partners you are going to name and they will receive subpoenas from international courts that go thru consulates and have to supply evidentiary documents you can be sure it was discussed and they approved

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@Finatic1  
 
Good morning finatic1 
 
There surely is the no. 1 evidence NVIDIA was told about the ITC action, see screenshot. 
 
And yes they surely have spoken with its business partner samsung.  Above all, about reliable supply chains during a memory supercycle. It must have been an uncomfortable conversation for Samsung.

  
 
Good morning finatic1 
 
There surely is the no. 1 evidence NVIDIA was told about the ITC action, see screenshot. 
 
And yes they surely have spoken with its business partner samsung.  Above all, about reliable supply chains during a memory supercycle. It must have been an uncomfortable conversation for Samsung.

@independence001 oh yeah.  Ya know what I thought we were talking about SK.  Its entirely possible Netlist notified everyone but would be more random if it was NVDA even tho I know we wijld like to partner with them as would anybody but we just cant meet their demand.  

I apologize for getting the convo off track

 oh yeah.  Ya know what I thought we were talking about SK.  Its entirely possible Netlist notified everyone but would be more random if it was NVDA even tho I know we wijld like to partner with them as would anybody but we just cant meet their demand.  

I apologize for getting the convo off track

@Finatic1 It&#39;s all good. ITC is just the kind of process where supply chain disruptions can arise quickly. In context with Samsung that&#39;s why NVIDIA is somehow important here.

 It's all good. ITC is just the kind of process where supply chain disruptions can arise quickly. In context with Samsung that's why NVIDIA is somehow important here.