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Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies shares trended after the company reported fiscal second-quarter earnings that surpassed expectations, highlighted by record revenue and a significant increase in its full-year guidance fueled by robust demand for AI-optimized servers. While some traders expressed skepticism regarding the sustainability of hardware margins and potential supply chain execution risks, the community consensus remains extremely bullish, with many viewing the results as a validation of the ongoing AI infrastructure buildout.

GitLab, Inc. engages in the intelligent development, security, and operations (DevSecOps) platform for software innovation. It enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab shares rallied following a strong fiscal second-quarter earnings report that beat analyst expectations for both revenue and earnings. Investors are reacting positively to management's raised full-year guidance and commentary regarding the role of AI as a durable secular tailwind for platform demand.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is trending as markets react to escalating geopolitical tensions following fresh U.S. strikes on Iranian targets near the Strait of Hormuz. Traders are debating the resulting surge in oil prices, the potential for a broader supply shock, and the implications for interest rates and inflation, while skepticism persists regarding the effectiveness of ongoing military action and official diplomatic updates.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The community is focused on the impact of escalating geopolitical tensions in the Middle East and rising Treasury yields, with many traders debating the market's resilience against these macro headwinds. While some participants express concern over potential further downside due to inflation and geopolitical risk, others highlight the ongoing strength in AI-related tech and remain optimistic about a potential bounce.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors and social media users weigh the impact of escalating military tensions with Iran and broader economic concerns, including rising bond yields and inflation, on the company's valuation. Community discussion is characterized by sharp ideological polarization between supporters of the former President and critics who question the company's fundamentals and the current political climate.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital Inc. is primarily trending due to speculative anticipation surrounding upcoming ERCOT "Batch Zero" conditional classifications for large-load data center projects, with traders weighing this regulatory catalyst against broader market volatility and negative sentiment in the data center and crypto-mining sectors. While some investors view the current price drop as a buying opportunity based on strong long-term growth prospects and hyperscaler demand, others are expressing frustration over consistent selling pressure and technical weakness.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is trending as investors react to news that its Tanager-2 and SuperDove satellites have arrived at the launch site for an upcoming SpaceX mission. While some traders express frustration over recent stock performance and sector volatility, others remain optimistic about the company's long-term potential and upcoming quarterly results.

Stellantis NV engages in the designing, engineering, manufacturing, distributing, and selling of vehicles and components. It offers its products under the Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram Trucks, Vauxhall, Free2move, and Leasys brands. The company was founded on April 1, 2014 and is headquartered in Hoofddorp, the Netherlands.

Stellantis N.V

Stellantis is trending as investors debate whether the current price represents a deep-value opportunity or a long-term decline, with the recent recall announcement and concerns over North American demand and tariffs adding to selling pressure. While some traders are accumulating shares, viewing the current valuation as disconnected from the company's long-term turnaround plan and cash position, others remain skeptical due to persistent inventory issues and competitive headwinds.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSpark shares are trending as traders express frustration over the stock's weak performance relative to rising Bitcoin prices and the company's recent AI data center deal. The conversation is dominated by sharp disagreements regarding the stock's valuation, with bulls citing a potential short squeeze and strong fundamentals, while bears argue that the stock is over-manipulated and warn of a potential decline into single digits.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is receiving significant attention following the announcement of a revised convertible note exchange agreement, which fixes the share count and utilizes cash to reduce dilution. While some traders view this move as a positive stabilization step, the community remains divided, with ongoing debates regarding the company's long-term business strategy, short interest levels, and potential for a short squeeze.

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$GOOGL its a flash model.

Not expecting major movement tomorrow.

But it is a steo forward with my thesis.

Anthropic and openai wont matter to enterprise this time next year. 

Nor will gemini.

Google DeepMind, Alphabet’s AI division, could launch a new AI model as soon as Wednesday, targeting software development capabilities where it has lagged competitors OpenAI and Anthropic, The Wall Street Journal reported. The model, called Gemini 3.8 Flash and internally known as “Skimaki,” is designed to strengthen Google’s coding performance as agentic coding becomes a major enterprise use case for generative AI. 
In internal head-to-head testing on Google’s Jetski development platform, engineers reportedly preferred the upcoming model over Anthropic’s flagship Claude Opus. Although Gemini 3.8 Flash is not expected to match Google’s largest frontier models, its smaller architecture requires significantly less computing power, allowing multiple research teams to iterate simultaneously and use reinforcement learning to develop specialized capabilities. 
The launch could also help bolster confidence following recent leadership changes at DeepMind.  
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 its a flash model.

Not expecting major movement tomorrow.

But it is a steo forward with my thesis.

Anthropic and openai wont matter to enterprise this time next year. 

Nor will gemini.