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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 is surging following a massive fiscal earnings beat and upwardly revised guidance driven by explosive AI server demand, further fueled by a significant long-term Pentagon contract. The community is actively debating the sustainability of this rapid rally, with many focusing on whether the stock's massive momentum and AI-infrastructure exposure will continue to outpace broader market expectations.

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 surging as the company effectively addresses compliance concerns through a partnership with Taiwanese authorities, fueling a massive short squeeze. Investors are increasingly optimistic that the firm's leadership in AI infrastructure, characterized by high demand for its advanced liquid-cooled server solutions, will lead to a significant re-rating of its valuation relative to industry peers.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending as investors weigh strong cash fundamentals and high short interest against concerns over growth deceleration ahead of earnings. The community is sharply divided, with bulls pointing to the company's pivot toward agentic AI orchestration and potential for a short squeeze, while bears highlight historical earnings volatility and ongoing valuation skepticism.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in November 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB is seeing extreme volatility and intense community debate following a massive single-day price decline triggered by weaker-than-expected forward guidance and concerns over slowing Atlas revenue growth. While some traders are aggressively playing the violent price swings and debating if this is a classic dead-cat bounce or an oversold buying opportunity, others are fixated on whether the company's long-term enterprise AI thesis remains intact despite analyst downgrades.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending as investors digest its massive cloud backlog and AI partnership potential, with the community actively debating whether the stock is primed for a breakout or trapped in institutional consolidation. Discussions center on its role as an AI infrastructure leader, with many retail traders closely monitoring technical support levels and awaiting a definitive move past key resistance.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is seeing significant investor attention as market sentiment shifts toward enterprise software, driven by optimism that AI workflow automation will solidify the company's long-term enterprise dominance. While the community is actively debating the stock's potential for a breakout amid recent volatility, sentiment is underpinned by institutional insider buying and strong underlying subscription growth.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is facing significant market pressure following a mixed earnings report that featured a revenue miss and a downward adjustment to forward guidance. While the company announced a restructuring plan to cut its workforce and pivot toward AI-driven security, investors remain divided, with some viewing the drop as a classic overreaction and potential buyout opportunity while others express frustration over persistent underperformance compared to sector peers.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Run Inc. is trending as investors rally around its strong NVIDIA-partnered cloud infrastructure profile and high-value contracts with Dell and CDW. The community is actively discussing the stock's potential as an emerging AI hyperscaler, with many comparing its early-stage growth trajectory to other high-flying names in the data center sector.

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 Inc

Ondas Inc. is surging as investors react to reports of potential U.S. government funding for domestic drone manufacturers, fueling a high-conviction momentum play within the defense-tech sector. Community discussion is heavily focused on the stock's significant short interest and the potential for a sustained short squeeze as the market prices in the government's pivot toward scaling autonomous defense capabilities.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is currently trending due to active discussions regarding the stock's consolidation phase and its strong performance as a consumer bellwether. While some investors are debating potential catalysts like a stock split, a special dividend, or inclusion in the Dow Jones Industrial Average, the broader community remains focused on the company's resilient membership model and consistent sales growth despite mixed macro signals.

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$PSNY In a world where many brands are rushing to build electric cars, true automotive beauty remains rare. 
 
Today, I simply want to congratulate our design team behind Polestar 5. 
 
They created what is, in my opinion, the most beautiful electric GT on the market. Pure proportions. Presence. Scandinavian confidence without excess. 
 
And perhaps the strongest compliment of all: 
not even the most prestigious Italian brand seems able to match it right now. 
 
Design is not about noise. 
It’s about restraint, clarity, and timelessness. 
 
Proud of the Polestar team pushing that vision forward. 
https://www.linkedin.com/posts/michael-m-manske_in-a-world-where-many-brands-are-rushing-activity-7465029043516690432-YR4u

In a world where many brands are rushing to build electric cars, true automotive beauty remains rare. Today, I simply want to congratulate our design team behind Polestar 5. They created what is, in my opinion, the most beautiful electric GT on the market. Pure proportions. Presence. Scandinavian confidence without excess.

In a world where many brands are rushing to build electric cars, true automotive beauty remains rare. Today, I simply want to congratulate our design team behind Polestar 5. They created what is... | Michael Manske | 25 comments