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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is a top trending stock ahead of its earnings report, with significant community speculation centered on continued revenue ramp from its AI infrastructure and potential updates on hyperscaler contracts. Investors are keenly watching for an earnings beat and strong forward guidance, amid high short interest and anticipation that the company's shift towards high-performance computing data centers will drive substantial future growth.

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 experiencing a significant surge, primarily driven by widespread sentiment around an intensifying memory and storage shortage fueled by escalating AI infrastructure demand and broader sector strength. The community is sharply divided, with longs celebrating parabolic gains and hailing it as an AI supercycle leader, while many skeptics express concern over extreme valuation and anticipate a substantial pullback.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble (RUM) is trending as the community anticipates the imminent completion of its Northern Data acquisition, which is set to significantly boost its AI cloud infrastructure. Discussions are actively centered on high short interest, fueling speculation of a potential short squeeze, alongside excitement for the upcoming Rumble Wallet and expanding strategic partnerships with Tether.

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 following its CES announcements, highlighted by the new Vera Rubin AI platform entering full production with significantly enhanced performance, alongside the CFO's affirmation of growing demand beyond initial forecasts and a robust supply chain. Despite this overwhelmingly bullish news and strategic partnerships in physical AI and autonomous driving, community discussion reveals widespread frustration over the stock's constrained price action, which many attribute to heavy options activity. The focus remains on NVIDIA's foundational role in the expanding AI infrastructure, even as some question its near-term upside given recent sideways trading.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is rallying as MSCI confirmed it will not exclude Digital Asset Treasury Companies from its indexes, removing a significant overhang for investors. This news has ignited strong community sentiment, with many anticipating a short squeeze and renewed upside potential, especially if Bitcoin sustains its upward momentum.

Brevis

Brevis (BREV) is capturing investor attention following its listings on several major exchanges, sparking widespread community discussion. As a ZKP token, its debut coincides with growing interest in this sector, fueling speculative excitement among traders about its potential trajectory.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

Rocket Companies is trending amid strong community anticipation of an imminent mortgage refinancing boom, fueled by expectations of lower interest rates. Investors are actively discussing the company's strategic acquisitions and AI-driven platform, which they believe position it as a dominant, vertically integrated housing ecosystem poised for significant institutional accumulation and a re-rating cycle. Sentiment remains overwhelmingly bullish as the market looks for a turn in the housing and rate cycle.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is experiencing substantial bullish momentum, fueled by high-profile acknowledgments of severe memory bottlenecks and the accelerating AI supercycle. The company's strategic focus on high-growth data center segments, alongside robust demand and rising DRAM prices, has the community buzzing about its significant re-rating potential and perceived undervaluation.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is trending due to significant defense contract wins, positioning it as a major end-to-end national security space partner, and growing anticipation for its Neutron rocket debut. The community is actively discussing its strong upward momentum and institutional investor confidence, seeing RKLB as a key player in the rapidly expanding space sector, despite some debate around its valuation and insider selling.

Constellation Brands, Inc. engages in the production, marketing, and distribution of beer, wine, and spirits. It operates through the following segments: Beer, Wine and Spirits, Corporate Operations and Other, and Canopy. The Beer segment includes imported and craft beer brands. The Wine and Spirits segment sells wine brands across all categories-table wine, sparkling wine, and dessert wine-and across all price points. The Corporate Operations and Other segment refers to the costs of executive management, corporate development, corporate finance, human resources, internal audit, investor relations, legal, public relations, and information technology. The Canopy segment consists of canopy equity method Investments. The company was founded by Marvin Sands in 1945 and is headquartered in Rochester, NY.

Constellation Brands Inc - Ordinary Shares - Class A

Constellation Brands Inc

Constellation Brands (STZ) is a top trending stock as investors anticipate upcoming earnings, with significant debate surrounding whether recent analyst downgrades and concerns over declining alcohol consumption are fully priced in. The community is split between those viewing it as a value opportunity due to low expectations and potential for a short squeeze, and others highlighting its strategic stake in cannabis as a future growth catalyst.

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