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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 delivering a monster Q2 earnings beat on revenue and EPS, coupled with a significant raise in its full-year guidance to $40 billion, underscoring strong demand for its AI infrastructure. Community discussion is split between excitement over massive growth and concerns regarding continued gross margin compression despite the strong top-line performance.

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

Advanced Micro Devices is trending after delivering strong fourth-quarter earnings and a better-than-expected first-quarter outlook, yet the stock is experiencing a notable sell-off, prompting community discussion around potential manipulation, profit-taking, or higher-than-anticipated AI growth expectations for the chipmaker. Many are actively debating whether this dip presents a buying opportunity, anticipating a rebound.

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 unexpectedly releasing cautious 2026 guidance, projecting a sales and profit decline due to intense competition and pricing pressures, which has sparked a polarized community debate between concerns over management and conviction in the strong demand for its new oral weight-loss pill.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is facing a sharp sell-off and heavy trading volume following a disappointing earnings report, weak 2026 guidance, and an unexpected change in leadership. While some in the community are dismissing it as a 'value trap' amidst intense competition, others are calling it a generational 'oversold' buying opportunity, pointing to its low valuation, strong free cash flow, and ongoing share buybacks.

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 trending after reporting stronger-than-expected earnings and optimistic guidance, leading to broad community discussion that the solar sector may be bottoming out and anticipating a significant short squeeze.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle Mexican Grill is trending as its Q4 earnings, despite a slight revenue and EPS beat, revealed a 2.5% drop in comparable restaurant sales and a "flat" outlook for 2026, sparking significant community debate about declining traffic, perceived shrinking portions, and leadership's ability to drive future growth.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

BULL is trending due to its sustained descent to new all-time lows, fueling intense investor frustration over perceived management silence and concerns about potential dilution. Despite its strong financial performance and deeply oversold technicals compared to peers like Robinhood, the community remains sharply divided on whether the current valuation presents a buying opportunity or signals further downside.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is experiencing a sharp, sustained sell-off ahead of its financial results, intensifying community debate between deep skepticism over its long-term profitability and management, and strong bullish conviction that its massive user base and undervaluation offer a prime buying opportunity, further complicated by growing global regulatory pressure on youth social media access.

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 is trending due to its sharp post-IPO decline, with its valuation now notably below Adobe's prior acquisition offer, sparking intense community debate around its future. While some investors highlight the 'best-in-class' product as an 'oversold' opportunity, others remain bearish amidst ongoing concerns about AI competition, upcoming lock-up expirations, and recent insider selling.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital faces investor scrutiny after a Q4 net loss stemming from digital asset depreciation, though community discussion highlights the continued progress and expanded capacity of its Helios data center, with many urging management to emphasize its AI infrastructure thesis over crypto market dynamics.

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Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

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$HTZ 
Lotta possible dates on earnings this month.   Seeing lotta diff stories

SEC requires it done end of Feb.   

Did HTZ come out and announce date yet.

AllAboutTheLONGS2

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Hertz Global Holdings Inc

 
Lotta possible dates on earnings this month.   Seeing lotta diff stories

SEC requires it done end of Feb.   

Did HTZ come out and announce date yet.

Lumen Technologies Inc

BigBear.ai Holdings Inc

Opendoor Technologies Inc

Nuburu Inc - Ordinary Shares - Class A

Rocket Lab USA Inc

Strive Inc.

Richtech Robotics Inc.

Rezolve AI Limited

johnjaha

@johnjaha they did not.

IR contact said they would have a date announced by end of last week. Nothing announced.

They also said they have until the end of February. What’s up with the delay? 

At this point market is pricing in bad earnings results.

 they did not.

IR contact said they would have a date announced by end of last week. Nothing announced.

They also said they have until the end of February. What’s up with the delay? 

At this point market is pricing in bad earnings results.

Centene Corp.

American Resources Corporation - Ordinary Shares - Class A

Enovix Corp

Navitas Semiconductor Corp

Oscar Health Inc - Ordinary Shares - Class A

@AllAboutTheLONGS 

I thought 5th ----ok cool

@johnjaha the date has been announced. Hopefully it’s not a delay due to bad news