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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is experiencing significant volatility driven by broad semiconductor sector profit-taking and investor caution regarding AI-related semiconductor valuations. Community members are actively debating whether to buy the dip, citing strong long-term fundamentals and potential infrastructure growth, while others monitor technical levels for signs of a deeper correction.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

Unusual Machines is seeing significant bullish momentum driven by a combination of new government tariffs on foreign drone imports and a surge in retail interest surrounding short-squeeze potential. While community discourse is heavily focused on the stock's volatility and its role in a broader domestic defense supply chain, the stock remains a high-beta play with heavy retail engagement and intense debate over its valuation versus long-term growth prospects.

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 is experiencing significant volatility following its recent earnings report, with traders divided between the company's impressive revenue growth and concerns over potential dilution from warrant redemptions. While the community is actively debating the stock's long-term infrastructure play against current selling pressure, many investors are focused on identifying a stable entry point as the market digests the company's capital structure updates.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is experiencing significant volatility as investors weigh the potential of the TopBuild acquisition against concerns over share dilution and the broader macro environment. While some in the community see the current price as a deep value opportunity and a prime target for a short squeeze, others remain frustrated by the lack of clear communication and the stock's persistent downward trend.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is experiencing extreme volatility as investors weigh record revenue and a massive backlog against a quarterly earnings miss and production timeline delays. The community remains deeply divided, with bulls pointing to the company's long-term potential in the lunar economy while bears highlight concerns over cash burn and share dilution.

LightPath Technologies, Inc. engages in the design, development, manufacture, and distribution of optical and infrared components. Its products include molded glass and assemblies, infrared molded lenses, diamond turned, conventional ground and polished ground lenses and assemblies, and collimator assemblies, which are used in applications involving light detection and ranging technology. The firm supports a range of customers in the field of industrial, laser, defense, medical, telecommunications, and instrumentation. The company was founded in1985 and is headquartered in Orlando, FL.

Lightpath Technologies, Inc. - Ordinary Shares - Class A

LightPath Technologies is trending as investors focus on its role as a critical supplier of infrared optical assemblies and BlackDiamond materials for U.S. defense, drone, and counter-UAS platforms. The community is actively discussing the stock's potential for a significant re-rating, fueled by strong backlog growth, recent institutional accumulation, and the strategic push to replace supply-constrained germanium in high-performance defense systems.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is facing significant volatility following a strong earnings beat and raised guidance, as investors pivot their focus toward margin pressures and the sustainability of AI-driven growth. The community remains deeply divided, with many retail participants accusing market makers of algorithmic manipulation while bullish investors and analysts highlight the company's solid fundamentals and networking supercycle as reasons to buy the dip.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

The IWM is showing significant resilience as investors digest mixed labor data and geopolitical tensions in the Strait of Hormuz, leading to heavy debate among traders over whether the current rally is a breakout or a trap. The community remains sharply divided, with bulls pointing to the ETF's relative strength and breakout patterns, while bears highlight overvaluation concerns, high bond yields, and skepticism surrounding potential peace deal headlines.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is currently attracting intense investor focus as market participants debate whether the recent stock pullback represents a buying opportunity or a signal of broader semiconductor cycle fatigue. Community discussion is heavily divided between those highlighting strong long-term AI-driven capex demand and those concerned about elevated valuations and potential industry-wide margin pressures.

Fundrise Innovation Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is experiencing significant volatility and downward pressure as the fund accelerates its lockup expiration, allowing a large volume of previously restricted shares to enter the market. Community sentiment is deeply divided, with many retail investors expressing frustration over the recent price decline, while others remain committed to the long-term potential of the fund's private AI holdings.

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Marc van den Broek