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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is surging following news of a multi-year agreement to supply AI chips to Meta, a deal valued at over $100 billion, though the community is sharply divided on the true accretive value due to performance-based stock warrants granted to Meta.

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 drawing significant attention after reporting an earnings miss, prompting a polarized community debate: while some investors are concerned about current financial losses, many are dismissing the backward-looking results to focus on the company's strategic pivot to AI/HPC data centers, supported by new hyperscaler contracts and a recent analyst upgrade to a $38 price target.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is seeing a massive pre-market surge following a global strategic collaboration with Astellas for its VIR-5500 prostate cancer T-cell engager, supported by promising Phase 1 data and substantial upfront and milestone payments. The community is sharply divided between those anticipating a major short squeeze and others predicting a typical biotech "pump and dump" fade.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending amidst a significant sell-off, sparked by concerns that new AI tools from Anthropic could disrupt its legacy COBOL modernization business, though many in the community view this as an overreaction given IBM's own extensive AI capabilities and enterprise partnerships. The discussion centers on whether this perceived AI disruption is a fundamental threat or an opportune "buy the dip" moment for the tech giant, which also boasts strong hybrid cloud and quantum computing leadership.

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 on high expectations for its upcoming earnings report, with the community anticipating significant AI semiconductor revenue growth, driven by its critical role in providing custom AI accelerators and indispensable networking solutions for major hyperscaler infrastructure buildouts.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit's new partnership with Anthropic to embed AI agents into its financial products is driving intense community discussion, with some viewing it as a significant tailwind while others debate AI's disruptive impact on the broader SaaS sector, leading many to see the stock as oversold amidst recent declines.

BlackRock Institutional Trust Company N.A. - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF ($IGV) is trending amid widespread fears that rapid AI advancements, particularly from Anthropic, will disrupt and reduce traditional software licenses, driving a substantial market sell-off. Despite this 'SaaS-pocalypse' narrative fueling heavy shorting, many in the community believe the sector is now deeply oversold and presents a significant buying opportunity.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

The semiconductor giant is a major topic as its highly anticipated earnings report approaches, with community discussion fueled by Meta's recent AI chip deal with competitor AMD. While some view the AMD deal as a sign of diversifying competition, many believe it underscores NVIDIA's unrivaled demand, leading to split predictions for its market reaction.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and decor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is trending following its latest earnings report, which presented a mixed picture with an EPS beat and dividend raise but a cautious outlook and lowered profit guidance. Community discussions are split between acknowledging resilient professional demand and concerns over slowing big-ticket consumer spending amid a challenging housing market.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

A new multi-year LPGA partnership for IBSRELA and a significant insider share purchase by its chairman are driving conversations around Ardelyx, signaling strong confidence in the company's long-term growth. The community is balancing optimism for future revenue and pipeline investments against increased operating expenses impacting near-term profitability.

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$EIC long here , way under NAV, who hates 12.5% annual? Not levered up like others. set and forget. will continue to add under $13.75

Jake

Chet Jambora

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Eagle Point Income Company Inc

 long here , way under NAV, who hates 12.5% annual? Not levered up like others. set and forget. will continue to add under $13.75

Ares Capital Corporation

Starwood Property Trust Inc

KKR Income Opportunities Fund

Blackstone Secured Lending Fund

Derek

@offshore I agree, but did you mean $12.75?