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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending after reporting strong earnings and robust cloud growth. However, its substantial capital expenditure guidance for AI infrastructure is sparking a community-wide debate on whether it signals long-term AI leadership or an over-investment.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is trending following better-than-expected Q4 revenue and quarterly GAAP profitability, driven by strong growth in Snapchat+ subscriptions and advertiser engagement. While many in the community anticipate a significant rally given these improved fundamentals and an authorized stock buyback, others remain cautious about the stock's subdued immediate price reaction and slightly lower Q1 guidance.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending after strong Q4 earnings and robust Google Cloud growth were overshadowed by significantly higher-than-expected 2026 capital expenditure guidance for AI investments. The community is actively debating whether this massive spending secures future AI dominance or poses a significant profitability challenge, contributing to broader market skepticism for big tech.

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 trending as Alphabet's substantial 2026 capital expenditure guidance, primarily for AI infrastructure and TPUs, is widely seen as a massive catalyst for Broadcom's custom silicon and networking solutions. The community is buzzing with bullish sentiment, anticipating durable revenue growth from hyperscalers' AI buildouts.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is trending amid intense bearish pressure and widespread FUD, including unverified claims connecting it to the 'Epstein files' and concerns over potential MicroStrategy liquidations. The community is sharply divided between those predicting further significant drops and others who view current levels as a major buying opportunity during extreme oversold conditions.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is trending after its strong Q1 earnings were overshadowed by weaker-than-expected Q2 guidance, primarily attributed to a global memory chip shortage impacting smartphone demand. While some in the community view the dip as an overreaction and a long-term buying opportunity given the company's diversification into automotive and AI, others express disappointment and anticipate further stock declines.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is trending after its Q3 earnings report initially showed strong beats and raised guidance, leading to an after-hours pop that quickly reversed. The community is debating whether the reversal was due to management's comments on the earnings call, ongoing tariff concerns, or market manipulation, with many investors now seeing the dip as a buying opportunity.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is actively trending following its earnings report, sparking a debate among investors who are weighing its strong long-term AI and robotics potential, highlighted by its new Physical AI division, against its demanding valuation and ongoing speculation regarding SoftBank's shareholdings.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending amidst heightened volatility, characterized by daily "V-shaped" recoveries and community discussion of market manipulation, as the market weighs a tech sector sell-off against Google's recent earnings, which are now a critical factor for overall market direction.

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 as investors eagerly await its upcoming earnings report, debating whether robust AWS performance and substantial AI investments will overcome concerns about rising capital expenditures that have impacted other major tech companies.

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$MXCT For the people that think this is cheap, think about why we got here and what needs to change and how long that will take instead of focusing on the cash pile. This can get cheaper and stay cheaper for way longer than you think. This board will be dead silent for months before it’s time

Greenpa

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MaxCyte Inc

 For the people that think this is cheap, think about why we got here and what needs to change and how long that will take instead of focusing on the cash pile. This can get cheaper and stay cheaper for way longer than you think. This board will be dead silent for months before it’s time

@nomen It&#39;s a scary consideration, but you may be right. 

Do you not think management will consider taking action at these levels in the form of buybacks?

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 It's a scary consideration, but you may be right. 

Do you not think management will consider taking action at these levels in the form of buybacks?

Beef Stewart

@BeefStewart Why would they when they’re still burning cash and major operating leverage catalysts are partner dependent and years away? 

A buyback signals that they don’t have ideas or options to invest in cost reductions or growth and it just maintains the same EV, imo they’d just be selling the same shares back in a year or two

If there isn’t a catalyst in the mid term to cause a rerating externally of any buyback, and I am not certain there is, then it doesn’t make sense.

Today’s selloff was still on triple average volume, this is funds thinking “medtech/bios are in a bull market why the fuck do we have funds in the one company that is failing to capitalize” and I don’t know if that money comes back anytime soon.

 Why would they when they’re still burning cash and major operating leverage catalysts are partner dependent and years away? 

A buyback signals that they don’t have ideas or options to invest in cost reductions or growth and it just maintains the same EV, imo they’d just be selling the same shares back in a year or two

If there isn’t a catalyst in the mid term to cause a rerating externally of any buyback, and I am not certain there is, then it doesn’t make sense.

Today’s selloff was still on triple average volume, this is funds thinking “medtech/bios are in a bull market why the fuck do we have funds in the one company that is failing to capitalize” and I don’t know if that money comes back anytime soon.

@nomen All very fair points.

I did notice what appeared to be buying activity too, though. 

I also believe this has become a &quot;show me&quot; stock rather than something that investors are still willing to heavily speculate on...

 All very fair points.

I did notice what appeared to be buying activity too, though. 

I also believe this has become a "show me" stock rather than something that investors are still willing to heavily speculate on...