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Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. 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

AMD is trending after reporting strong Q4 earnings that surpassed estimates, yet its Q1 revenue guidance, perceived as softer than elevated AI expectations, triggered a 'sell the news' reaction. The community is actively debating if the market's swift correction is an overreaction to otherwise robust long-term data center growth projections and confirmed product timelines.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending after its "monster beat" earnings report, which highlighted strong revenue growth and raised FY2026 guidance to $40 billion, driving community discussions around significant undervaluation and short squeeze potential despite critical analyst ratings.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is experiencing a significant sell-off after unexpected 2026 guidance projected declining sales, fueling widespread community frustration with management's pessimistic tone. Investors are actively debating the impact of fierce GLP-1 competition and US pricing pressures, despite promising early demand for its oral weight-loss pill.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending after its Q4 earnings report presented a mixed picture, showing strong revenue growth and record free cash flow but missing adjusted EPS estimates and providing a slightly softer Q1 outlook. The community is actively debating whether the company's robust platform growth and long-term autonomous vehicle strategy as an aggregator can overcome immediate profit concerns and increasing competition.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is trending due to a recent short-seller report alleging financial crimes, which the company has strongly refuted. This has sparked community debate about market manipulation versus a buying opportunity, especially with a new analyst upgrade and positive sector signals ahead of its anticipated earnings.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending due to a strong Q4 earnings beat and an optimistic 2026 outlook, fueled by explosive demand for its GLP-1 drugs Mounjaro and Zepbound, which further establishes its market leadership over rivals, despite community discussions around its high valuation and calls for a stock split.

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 due to widespread community discussion and FUD surrounding unverified claims from "Epstein files" linking Jeffrey Epstein to its creation, with bears amplifying concerns for further downside, while bulls dismiss it as manufactured FUD and a significant long-term buying opportunity.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is trending after reporting strong earnings and an optimistic outlook, prompting multiple analyst upgrades and widespread community discussion about a potential solar sector recovery and a short squeeze, bolstered by new product introductions.

AbbVie, Inc. is a research-based biopharmaceutical company, which engages in the development and sale of pharmaceutical products. It focuses on treating conditions such as chronic autoimmune diseases in rheumatology, gastroenterology, and dermatology, oncology, including blood cancers, virology, hepatitis C virus (HCV) and human immunodeficiency virus (HIV), neurological disorders, such as Parkinson's, metabolic, comprising thyroid disease and complications associated with cystic fibrosis, pain associated with endometriosis, and other serious health conditions. The company was founded on October 19, 2011 and is headquartered in North Chicago, IL.

Abbvie Inc

AbbVie is trending following strong Q4 earnings, driven by robust immunology and neuroscience growth that supported raised 2026 EPS guidance. The community is actively discussing the company's strategic moves, including a significant cancer licensing deal and a large domestic investment pledge, alongside ongoing speculation about broader M&A and industry pricing dynamics.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings Inc. is seeing significant momentum following a substantial earnings beat and robust forward guidance, propelled by surging demand for its optical components essential to AI and cloud infrastructure. The community is actively discussing massive analyst price target upgrades and the company's pivotal role in the AI buildout, even as some debate its rapidly expanding valuation.

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$NVO is undervalued and i will continue to buy as much as possible. $VKTX is also starting to look attractive as its valuation continues to fall - think i&#39;ll start a position soon. i&#39;ll hold my position in $GPCR, but won&#39;t add. 
$LLY

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Earl Blake

$NVO updated cagrisema results today don&#39;t provide a clearly superior product vs $LLY zepbound - they are essentially tied (advantages/disadvantages on both sides). with that said, novo now has a competitive product for patients that need something stronger than wegovy.  
 
i think the rub for both zepbound, cagrisema and any other future next-gen injectable is generic wegovy will take most of market share due to strong preference from payors. insurers will continue to be the barrier to adoption of newer more expensive treatments. however, i think the next frontier for branded premium priced obesity/diabetes treatment can still be ORAL. $GPCR $VKTX

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Viking Therapeutics Inc

Structure Therapeutics Inc - ADR

 is undervalued and i will continue to buy as much as possible. 

 is also starting to look attractive as its valuation continues to fall - think i'll start a position soon. i'll hold my position in 