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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir shares are experiencing significant volatility following a now-deleted social media post from investor Michael Burry that sparked concerns regarding competitive threats from Anthropic. While the community is sharply divided between those fearing long-term moat erosion from AI-native agents and those viewing the sell-off as a temporary reaction driven by market fear, investors remain focused on how the company's enterprise and government data infrastructure will hold up against evolving AI competition.

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 sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, 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 experiencing a notable stock re-rating driven by strong AWS growth, triple-digit year-over-year gains in its custom AI chip business, and expanding infrastructure investments, including a multibillion-dollar data center project in Mississippi. While some investors remain cautious due to broader macroeconomic pressures and short-term volatility, the community is actively debating the company's long-term potential as an AI infrastructure leader and its competitive positioning against other major tech players.

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 ($NOW) is currently facing intense selling pressure as investors grapple with concerns that AI agents could disrupt traditional enterprise software models, despite the company's efforts to integrate AI into its platform. While some market participants see a bargain opportunity at current levels and point to strong underlying fundamentals, others remain cautious, citing bearish technicals and the risk that AI tools may lower long-term demand for seat-based licensing models.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is currently trending as a prominent AI infrastructure play, driven by high investor conviction in its massive GPU-backed compute capacity and strategic partnerships with industry giants. The community is actively discussing its resilience amid geopolitical instability, weighing its aggressive expansion and contracted revenue against concerns over sector-wide volatility and potential short-term profit-taking.

iShares Trust - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF (IGV) is currently a focal point for investors as it navigates extreme volatility driven by shifting narratives around AI disruption versus enterprise productivity. While the sector has faced heavy pressure from short-selling and concerns that AI tools could cannibalize traditional SaaS subscriptions, the community is actively debating whether current valuation levels represent a generational buying opportunity or a structural shift that justifies sustained bearish sentiment.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake is facing heightened volatility and intense bearish sentiment as market participants debate whether recent price declines represent a temporary shakeout or a structural repricing due to AI-driven software disruption. The community is sharply divided, with bulls pointing to robust long-term enterprise demand and major contract signings, while bears express concern over management changes, ongoing litigation, and potential threats from emerging AI agent platforms.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as investors weigh news that foldable iPhone development remains on track for a fall debut, effectively neutralizing earlier reports of potential engineering delays. The market is also closely monitoring the company's role in a high-profile AI cybersecurity partnership while debating the broader implications of ongoing patent litigation in China.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is experiencing a massive rally driven by a surge of high-profile partnerships, including expanded AI infrastructure deals with Google and a high-stakes collaboration with Elon Musks Terafab project. The community is buzzing over this rapid re-pricing, with many debating whether the stock is finally shaking off its "sloth" reputation to become a long-term foundation for U.S. AI infrastructure.

Assertio Holdings, Inc. is a commercial pharmaceutical company, which engages in acquisitions, licensing, and mergers. The firm focuses on portfolio of neurology, inflammation, and pain medications. Its products include INDOCIN, Sympazan, Otrexup, SPRIX, CAMBIA, and Zipsor. The company was founded on August 7, 1995 and is headquartered in Lake Forest, IL.

Assertio Holdings Inc

Assertio Holdings is trending as investors scrutinize a discounted acquisition deal by Garda Therapeutics for $18 per share plus a CVR, with many shareholders actively vocalizing their opposition to the price and demanding better valuation. Community sentiment is deeply divided between those feeling misled by recent management guidance and those urging collective action to leverage the go-shop period for a more favorable bid.

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.

IREN Limited

IREN is seeing intense community debate as investors weigh the company's massive 1.4 GW data center capacity against concerns over potential share dilution and a lack of new contract announcements. While bulls view current sentiment as an undervalued entry point with significant long-term AI infrastructure potential, bears remain focused on execution risks and the ongoing pressure of its at-the-market offering.

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$SMCI we’re definitely going to see more red. But on the bright side, everyone, including china, knows the racks are fire and willing to do hoodrat shit to get their hands on them.

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$SMCI f it let’s move to China and charge them 4x

$SMCI this dudes take actually took the sting out of this news a bit. Still, a shit day for me with what I thought was a definitive turn around.

Super Micro Computer Inc

 we’re definitely going to see more red. But on the bright side, everyone, including china, knows the racks are fire and willing to do hoodrat shit to get their hands on them.

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Advanced Micro Devices Inc

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Galaxy Digital Inc. - Ordinary Shares - Class A

@odds no because these executives where stupid enough to try to pull a fast one

 no because these executives where stupid enough to try to pull a fast one

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@odds 

$SMCI and Charles are NOT implicated in the case! 

$SMCI needs to hire law firm who handled $CDNS&#39; settlement to quickly get past this! Worst outcome $300-500 mil fine!

Similar cases under Trump DOJ: 

AMAT&#39;s case was announced Nov 17, 2023 and settled on Feb 11, 2026 
CDNS&#39;s case was announced April 2025 and settled on July 18 2025 

**Applied Materials** | 2026 | Illegal exports of semiconductor manufacturing equipment to China (SMIC). | **$252 Million** 
**Cadence Design Systems** | 2025 | Unlawfully exporting semiconductor design software to a restricted PRC military university. | **$140 Million** 

Both $AMAT and $CDNS dropped but quickly recovered in the weeks of DOJ announcent and have since recovered even higher!

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Cadence Design Systems, Inc.

Applied Materials Inc.

 and Charles are NOT implicated in the case! 



' settlement to quickly get past this! Worst outcome $300-500 mil fine!

Similar cases under Trump DOJ: 

AMAT's case was announced Nov 17, 2023 and settled on Feb 11, 2026 
CDNS's case was announced April 2025 and settled on July 18 2025 

**Applied Materials** | 2026 | Illegal exports of semiconductor manufacturing equipment to China (SMIC). | **$252 Million** 
**Cadence Design Systems** | 2025 | Unlawfully exporting semiconductor design software to a restricted PRC military university. | **$140 Million** 

Both 

 dropped but quickly recovered in the weeks of DOJ announcent and have since recovered even higher!