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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 trending as a recent NVIDIA 13F filing revealed the company sold its stake in Q4 2025, sparking a community debate on whether this past transaction warrants the current sell-off or presents a strategic buying opportunity for the AI data center provider.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is seeing a sharp post-earnings sell-off after providing mixed guidance that included a lowered EPS outlook despite strong revenue growth. The community is actively debating whether the decline is an oversold buying opportunity, emphasizing the critical demand for cybersecurity amid rising AI threats, or a justified correction given valuation and broader software sector pressures.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending due to a sharp decline below its initial SPAC price, reaching new lows amidst heavy put option volume. The community is actively discussing the stock's significant overvaluation, pointing to low revenue compared to its market capitalization, alongside broad political and legal controversies associated with its namesake.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

Crowdstrike is trending as it navigates a broader software sell-off fueled by AI disruption fears, with bulls arguing its strategic acquisitions in AI-driven security and recent analyst upgrades underscore its critical, best-in-class position amidst rising cyber threats.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion (INFQ) is generating buzz following its NYSE debut and scheduled bell ringing, with the community pointing to its neutral-atom quantum technology, strategic partnerships with NASA and NVIDIA, and existing government contracts as signs of significant undervaluation compared to sector peers.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending as community sentiment highlights its significant undervaluation, driven by recent Fast Track designation and eagerly anticipated clinical data updates from its upcoming Investor Day. Investors are actively discussing strong buyout potential, convinced its nanobody platform positions it as a best-in-class treatment poised to disrupt the inflammatory disease market.

Starfighters Space, Inc. is engaged in the research and development of space flight, pilot training, and aeronautics programs. It operates the commercial fleet Lockhead F-104s. The company was founded by Rick Svetkoff on September 6, 2022 and is headquartered in Cape Canaveral, FL.

Starfighters Space Inc

Starfighters Space (FJET) is trending as its IPO quiet period concludes and investors await potential news regarding an FAA Space Launch license, fueling community debate over its tight float and high short interest amidst broader speculation for the space sector and an anticipated SpaceX IPO.

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 a new multi-year strategic partnership with Meta Platforms for AI chips and the disclosed complete divestment of SoftBank's stake from Q4 filings, fueling a polarized community debate on whether the positive demand news can overcome persistent selling pressure ahead of upcoming earnings.

The Cosmos network consists of many independent, parallel blockchains, called zones, each powered by classical Byzantine fault-tolerant (BFT) consensus protocols like Tendermint. Some zones act as hubs with respect to other zones, allowing many zones to interoperate through a shared hub. The architecture uses classic BFT and Proof-of-Stake algorithms, instead of Proof-of-Work. Cosmos can interoperate with multiple other applications and cryptocurrencies, something other blockchains can’t do well. By creating a new zone, you can plug any blockchain system into the Cosmos hub and pass tokens back and forth between those zones, without the need for an intermediary.  While the Cosmos Hub is a multi-asset distributed ledger, there is a special native token called the atom. ATOM have three use cases: as a spam-prevention mechanism, as staking tokens, and as a voting mechanism in governance.  As a spam prevention mechanism, ATOM are used to pay fees. The fee may be proportional to the amount of computation required by the transaction, similar to Ethereum’s concept of “gas”. Fee distribution is done in-protocol and a protocol specification is described here.  As staking tokens, ATOM can be “bonded” in order to earn block rewards. The economic security of the Cosmos Hub is a function of the amount of ATOM staked. The more ATOM that are collateralized, the more “skin” there is at stake and the higher the cost of attacking the network. Thus, the more ATOM there are bonded, the greater the economic security of the network.  Atom holders may govern the Cosmos Hub by voting on proposals with their staked ATOM.

Cosmos

ATOM (Cosmos) is trending amidst a surge in trading volume and price, as investors actively discuss its high staking rewards and potential for significant growth, fueled by ongoing tokenomics redesign and its critical role in enabling interoperability across the "Internet of Blockchains".

Aldeyra Therapeutics, Inc. is a biotechnology company, which engages in research and development activities with related general business planning, including raising capital. It engages in the discovery of therapies designed to treat immune-mediated diseases. The company was founded by Thomas A. Jordan and John E. Dowling on August 13, 2004 and is headquartered in Lexington, MA.

Aldeyra Therapeutics Inc

Aldeyra Therapeutics is trending as the FDA extended the PDUFA date for its dry eye treatment Reproxalap to March 2026, requesting a Clinical Study Report for a field trial. The community is highly divided, with bulls viewing this as a procedural step towards likely approval given a draft label was already shared, while bears remain cautious due to prior rejections and ongoing scrutiny of trial efficacy.

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$CSCO one of my biggest customers has basically switched out all hardware and runs $HPE  Aruba now.
However they are still locked into the meraki licensing with Cisco. Cisco tried to jip them out of 3 weeks on a yearly contract because of their mistake sending the license key to wrong email address. Was a headache getting it resolved. Customer is leaving that behind going $PANW for their firewall need’s.  Cisco is shit.

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Cisco Systems, Inc.

Hewlett Packard Enterprise Co

 one of my biggest customers has basically switched out all hardware and runs 

  Aruba now.
However they are still locked into the meraki licensing with Cisco. Cisco tried to jip them out of 3 weeks on a yearly contract because of their mistake sending the license key to wrong email address. Was a headache getting it resolved. Customer is leaving that behind going 