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Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending with strong bullish sentiment, fueled by accelerating advancements in its Qwen AI models and Alibaba Cloud's growing market share, which is driving a major re-rating of the stock. The community is actively discussing a significant technical breakout, anticipating a sustained rally and a broader rotation of capital into undervalued Chinese tech names.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is gaining significant attention following NOAA's final rule to streamline deep-sea mining permits and an upcoming Congressional hearing featuring its CEO, signaling an expedited path for critical mineral recovery. The community is actively discussing the national security implications of deep-sea minerals and the strong potential for a short squeeze as institutional interest grows and retail investors hold firm.

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 an explosive rally, fueled by reports of significant and immediate price increases across the memory semiconductor market, driven by robust AI data center demand and tightening supply. This has ignited a fierce debate within the community, with many celebrating 'generational' gains and anticipating further parabolic moves, while skeptics warn of unsustainable valuation and potential manipulation akin to past market bubbles. The stock's performance is further bolstered by a major analyst upgrade citing favorable supply-demand dynamics and its position in the evolving AI infrastructure landscape.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Holdings Inc

Ondas Holdings is trending after multiple analyst upgrades significantly raised price targets, driven by the company's increased revenue targets and substantial backlog following its recent investor day. The community is actively discussing Ondas's position in the rapidly expanding drone and counter-drone defense sector, with global geopolitical tensions and major infrastructure projects like the "Golden Dome" fueling conversations about its long-term potential despite recent market volatility.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCryst Pharmaceuticals is actively discussed following the recent FDA approval of its oral HAE treatment, Orladeyo, for pediatric patients, a move expected to bolster long-term revenue. Concurrently, the community is closely watching the impending closure of the Astria Therapeutics acquisition, anticipating potential strategic shifts under new leadership. Despite these developments, many investors express frustration over the stock's valuation, attributing its performance to market dynamics and significant short interest.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is experiencing a significant rally following news of a "framework deal" regarding Greenland and a subsequent pause on previously threatened tariffs, leading to a strong market bounce. Community sentiment widely interprets this as a "TACO" (Trump's backing down), catching many bearish traders by surprise. Despite lingering skepticism about the deal's substance and underlying market health, the prevailing "buy the dip" mentality is fueling the upside, with some observers highlighting perceived market manipulation that benefits institutional players.

PAVmed, Inc. is a multi-product life sciences company, which engages in the innovation, development, acquisition, and commercialization of products that target unmet medical needs with large addressable market opportunities. Its products include Lucid Diagnostics and Veris Health. The company was founded by Lishan Aklog and Brian J. deGuzman on June 26, 2014 and is headquartered in New York, NY.

PAVmed Inc

PAVmed is trending sharply higher after its subsidiary, Lucid Diagnostics, secured a significant contract with the U.S. Department of Veterans Affairs for its EsoGuard Esophageal DNA Test. This news is fueling intense speculation among traders, who highlight the stock's low float and the massive market opportunity presented by access to over nine million veterans. Community discussion centers on the potential for a substantial short squeeze and significant valuation upside, though some express caution regarding high volatility and the possibility of future capital raises.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is experiencing significant upward momentum following a major arbitration victory against Repsol, which denied claims against VG and awarded fees to its subsidiary. This legal clarity is fueling widespread optimism within the community, with many anticipating similar positive resolutions for ongoing disputes and highlighting the company's robust operational performance through increased LNG cargo deliveries. The excitement is further amplified by discussions around high short interest and favorable global natural gas market dynamics, including strong European demand.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is drawing significant attention with anticipation building ahead of its upcoming earnings report, fueled by optimism surrounding its foundry business and strategic US government partnerships. The community is hotly debating whether the recent substantial rally signals further gains or a 'buy the rumor, sell the news' event, with many envisioning significant long-term growth and a potential short squeeze driving current price action.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is heavily trending ahead of its earnings report, fueling intense community debate over its substantial AI infrastructure investments and the evolving landscape of its OpenAI partnership. The stock's recent market pullback has ignited concerns over its valuation and competition, especially as some highlight technical weaknesses and the perceived performance of its Copilot AI versus rivals. Broader market weakness, ongoing discussions around OpenAI's funding, and even reports of service outages are further contributing to the stock's volatility and widespread investor conversation.

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