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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 actively trending ahead of its earnings report, sparking a widespread debate among investors on whether it will follow the recent "sell the news" pattern seen with other AI chip stocks, or if its robust custom silicon and AI networking demand will drive a rally. The community is closely watching its AI revenue growth and guidance, with some optimistic about its core business in data center infrastructure and others concerned about broader market sentiment and hyperscaler spending trends.

Day One Biopharmaceuticals, Inc. operates as a holding company. The firm, through its subsidiary, develops and commercializes targeted therapies for patients of all ages with genetically defined cancers. Its products include DAY101 and pimsertib. The company was founded by Julie Grant and Samuel C. Blackman in November 2018 and is headquartered in Brisbane, CA.

Day One Biopharmaceuticals Inc

Day One Biopharmaceuticals is trending amidst strong buyout speculation and unusual options activity, fueling community discussion around a potential acquisition, even as the company reports robust commercial momentum for its lead drug OJEMDA and strategic pipeline growth.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is trending as investors await its upcoming earnings report, sparking a sharp debate within the community; while many express frustration over its prolonged underperformance and consistent downward price action, others are highlighting its deeply undervalued fundamentals and substantial cash reserves as potential catalysts for a turnaround amidst broader concerns about China's e-commerce sector and geopolitical sentiment.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is experiencing significant momentum driven by a slew of new mobile network operator partnerships, including Telus becoming an equity shareholder, alongside strong analyst upgrades and solid revenue performance. The community is buzzing with short squeeze potential and high future valuation expectations for its direct-to-device satellite technology, especially given its strong relative strength in the current market.

Infinite Money Glitch ($IMG) is revolutionizing DeFi on Solana by leveraging the Token2022 program's advanced tax extension capabilities to create a truly innovative reward system for token holders.  At its core, $IMG implements a seamless 5% tax on all transactions - whether buying, selling, or transferring tokens. This tax is automatically collected and distributed to holders in SOL, creating a sustainable passive income stream for the community. 4.5% of the tax gets sent to holders, while .5% gets sent to an Infrastructure wallet to help with development, marketing and general infrastructure.  What sets $IMG apart is its implementation of Solana's Token2022 program, enabling automated and efficient reward distribution without relying on external smart contracts.

Infinite Money Glitch

Infinite Money Glitch ($IMG) is trending as its community celebrates a one-year anniversary, emphasizing consistent passive Solana rewards and new token burns designed to tighten supply.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disney is trending following the announcement of Josh D'Amaro as the new CEO and its latest earnings report, which highlighted strong performance in parks and accelerating streaming profitability, alongside a significant share buyback program. The community is actively discussing whether the new leadership and financial results will effectively address ongoing concerns about content strategy and the stock's valuation, despite largely beating analyst expectations.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the following segments: B&W Renewable, B&W Environmental, and B&W Thermal. The B&W Renewable segment supports a circular economy, diverting waste from landfills to use for power generation and replacing fossil fuels, while recovering metals and reducing emissions. The B&W Environmental segment focuses on systems for cooling, ash handling, particulate control, nitrogen oxides and sulfur dioxides removal, chemical looping for carbon control, and mercury control. The B&W Thermal segment offers steam generation equipment, aftermarket parts, construction, maintenance, and field services for plants in the power generation, oil and gas, and industrial sectors. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox (BW) is trending following notice to proceed on a massive contract to deliver 1.2 gigawatts of power generation capacity for AI data centers, a deal many in the community are calling "transformational" for the company. Investors are actively discussing BW's pivotal role in addressing the rapidly growing power demands of the AI sector and anticipating significant re-rating of its shares.

Okta, Inc. engages in the provision of an identity management platform for enterprises. It operates through the United States and International geographical segments. The firm's products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Okta is navigating market volatility following its recent earnings beat and raised guidance, which was initially met with skepticism over AI disruption fears but was bolstered by a newly authorized share buyback program. The community is sharply divided between frustration over perceived price manipulation and strong conviction in the company's long-term opportunity in securing AI agents, despite broader sector concerns about new AI tools.

Gemini Space Station, Inc. is a holding company, which offers a mobile and web based crypto asset exchange platform, proprietary wallet infrastructure and custody solutions, over-the-counter trading solutions tailored to institutions and professionals, a digital art auction platform, a proprietary United States dollar backed stablecoin, and a credit card product that offers crypto asset rewards on customer purchases. The company was founded by Tyler Winklevoss and Cameron Winklevoss in 2014 and is headquartered in New York, NY.

Gemini Space Station Inc. - Ordinary Shares- Class A

Gemini Space Station

Gemini's new prediction market is live, supported by its CFTC Designated Contract Market (DCM) license, sparking community excitement as it enters this competitive sector. High short interest and rising borrow rates are simultaneously fueling short squeeze speculation.

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

With its earnings report highly anticipated today, Webull Corp ($BULL) is a hot topic among investors, who are sharply divided between expectations of a significant beat driven by growth initiatives and crypto exposure, and deep-seated frustration over persistent underperformance and alleged market manipulation.

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$BAND A lot of positives to pitch institutional investors  the next two days @ citizens and Morgan Stanley tech conferences in SF

Jonathan Ang

$BAND  buying back $100M of their 2028 convertible notes at a discount AND fully retired their 2026 notes with cash on hand. Guiding double digit revenue growth and ~30% EBITDA growth for 2026, record profitability, and still funding an $80M share buyback plus record AI investment on top of the debt paydown.  Cooking 🔥 long

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Bandwidth Inc

thinking

 A lot of positives to pitch institutional investors  the next two days @ citizens and Morgan Stanley tech conferences in SF