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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

Iris Energy Ltd

IREN is trending due to increased investor excitement around its AI cloud GPU capacity expansion, with the company targeting a significant increase in annualized run-rate revenue. The community is actively discussing potential price targets and upcoming deals, drawing comparisons to other companies in the AI infrastructure space. Bullish sentiment is fueled by the company's strategic positioning in data centers and renewable energy.

Lithium Americas Corp. engages in the development of the Thacker Pass project. It is focused on advancing Thacker Pass to production it is located in northern Nevada. The company was founded on January 23, 2023 and is headquartered in Vancouver, Canada.

Lithium Americas Corp (NewCo)

Lithium Americas Corp

Lithium Americas ($LAC) is trending following reports that the Trump administration is considering taking an equity stake in the company, potentially restructuring a significant loan. Community discussions revolve around a possible short squeeze, the long-term potential of lithium, and speculation on price targets. The news is drawing attention to the lithium sector, with some suggesting related stocks could also benefit.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending due to an analyst upgrade from Wells Fargo, citing expected AWS revenue acceleration driven by AI initiatives; however, the stock's recent underperformance and FTC lawsuit are also prominent discussion points. Community sentiment is mixed, with some expressing frustration over limited YTD growth while others see the dip as a buying opportunity, especially with a potential hardware event later this month.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure ($QURE) is trending as discussions revolve around potential offerings and whether the company might capitalize on its recent surge. The community is weighing the possibility of a secondary offering against positive news and catalysts, including potential FDA approvals and the company's financial positioning. Bullish sentiment remains due to the potential of their Huntington's disease treatment and breakthrough therapy designation.

The Kroger Co. engages in the retail grocery business with added convenience to retail pharmacies and fuel centers. Its main focus is on growing households and increasing customer loyalty by delivering great value and convenience, and investing in four strategic pillars: Fresh, Brands, Data & Personalization and Seamless. Its brands include Big K, Smart Way, Heritage Farm, Simple Truth, and Simple Truth Organic. The company was founded by Barney Kroger in 1883 and is headquartered in Cincinnati, OH.

Kroger Co.

Kroger is trending as investors discuss its oversold condition and potential for a reversal, supported by consistent dividend growth and share buybacks. The community views $KR as a safe, long-term portfolio addition, highlighting its historical correlation with the SPY and perceived strong support levels. Traders are anticipating a reversal trend, potentially back towards the $70 mark.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riot Blockchain Inc

Riot Blockchain is trending as investors discuss its potential in AI data centers, particularly a fully operational 600MW facility in Texas rumored to be a candidate for an OpenAI deal, fueling bullish sentiment. Community members are also noting the stock's breakout potential and discussing price targets, with some celebrating recent gains after holding shares for extended periods. The broader context includes rising crypto prices and renewed interest in mining stocks, with some suggesting RIOT may soon outperform sector peers.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

ZVRA is trending due to high trading volume and community speculation, with many suggesting potential news or a buyout on the horizon. Discussions revolve around unusual pre-market activity and accumulation of call options, fueling theories about insider knowledge. Some traders express frustration with price manipulation, while others highlight the company's rare disease focus and upcoming presentations.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is trending as investors speculate about a potential deal with Oracle for AI data centers, similar to recent moves by competitors in the sector. The community is closely watching for official confirmation, with some highlighting Cipher's existing infrastructure and SoftBank's involvement as potential catalysts. This attention comes amid a broader interest in Bitcoin mining companies pivoting towards high-performance computing and AI.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

EOSE is trending as community members discuss a recent surge, potentially fueled by short covering and growing awareness of the company's role in the energy transition. Bullish sentiment is building around the company's technology and long-term potential, with some eyeing it as a possible buyout candidate. Discussions also include the company's financials, automation efforts, and imminent cash raise.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron's earnings beat and strong guidance, driven by AI and HBM demand, are overshadowed by community concerns that the recent stock surge already priced in the positive news. Discussions center on whether profit-taking or market manipulation is responsible for the muted reaction, with some predicting a pullback while others anticipate further gains due to the company's fundamentals and several target price upgrades.

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