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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 the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Despite strong earnings, Broadcom (AVGO) shares are trending down, sparking debate among investors about AI's future and potential overvaluation. Community members are pointing to analyst target price revisions and the company's AI revenue growth, while others cite margin concerns and broader market rotation. The stock's price movement has triggered a mix of bullish and bearish sentiment, with some anticipating a quick rebound and others bracing for further decline.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray is trending amid reports that the Trump administration may reclassify marijuana as a Schedule III drug, potentially easing federal restrictions. This news has sparked a surge in cannabis stocks, with community members discussing potential catalysts, analyst target prices, and the broader implications for the sector. Some traders are weighing the potential for a short squeeze.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune is trending amid speculation about upcoming catalysts, particularly 48-week data and potential FDA feedback, creating high volatility. The community is split, with bulls anticipating positive news and a potential buyout, while bears point to past disappointments and concerns about trial data. Discussions revolve around potential market manipulation, short squeezes, and the company's overall prospects in the competitive weight loss and MASH treatment landscape.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending downwards following concerns about increased AI-related capital expenditures and debt, sparked by a recent earnings report. The community is debating whether the selloff is an overreaction or a sign of deeper issues with Oracle's strategy and dependence on OpenAI. Despite a substantial backlog, investors are questioning the profitability timeline and the company's financial management amid growing competition.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending due to analyst upgrades following its AI and Autonomy Day, where the company highlighted its custom autonomous driving chip and AI features. The community is actively debating the long-term implications of Rivian's technology roadmap, especially its potential to compete with Tesla. Discussions also include the possibility of a short squeeze amid the positive analyst sentiment.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending as investors discuss its potential connection to Google's AI initiatives, particularly after positive comments on CNBC. The community is also focused on the high short interest, anticipating a potential short squeeze, and the recent news regarding the Cayuga site development.

Advisorshares Trust - AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF

MSOS is trending as investors discuss the potential impact of the President taking action to reclassify marijuana, with some anticipating a near-term announcement. The community is weighing the possibilities of rescheduling and its impact on cannabis companies' tax burdens, while also considering the broader implications for the sector. Uncertainty remains around the timing and likelihood of these regulatory changes, leading to speculation about market reactions.

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 trending due to a sector-wide downturn possibly triggered by Oracle's earnings, despite the company's strong AI infrastructure and a recent Microsoft deal. Community members are actively debating whether this dip presents a buying opportunity or signals a deeper correction, while also pointing out potential manipulation and negative correlation with broader market trends. Discussions also include the company's long-term prospects and strategic shift towards AI, with some emphasizing the current price as a potential entry point before a significant upswing.

Jiuzi Holdings, Inc. engages in franchise and operation of retail stores. The firm sells new energy vehicles (NEVs) under the brand name Jiuzi. It operates through the NEVs Sales and Franchise Services segments. The company was founded on October 10, 2019 and is headquartered in Hangzhou, China.

Jiuzi Holdings Inc

Jiuzi Holdings is trending as traders discuss its potential for a significant move, drawing comparisons to other volatile Chinese stocks like $SMX. Fueling the conversation is news of a substantial increase in a private placement commitment, now potentially reaching $1 billion, aimed at expanding into crypto asset services. Despite some skepticism and concerns about potential dilution, the community is actively debating whether this could be a buying opportunity or a classic pump and dump.

Aventus Network

Aventus Network ($AVT) is trending as community members highlight a strong chart, real-world partnerships including Vodafone, Heathrow airport and Polkadot, and the potential for a breakout. Traders are also interested in the low market cap and Polkadot integration, with some believing it is undervalued. Volume is a key indicator being watched for potential price movement.

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$ANET sharing my own DCF, I valued this at $160 with a 25% growth rate and 12% discount rate - however, low case is $110 even that growth rate slips to 19%   
Good to see this starting to trade closer to this base valuation

Rick Rocks

Duarte Reis

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Arista Networks Inc

 sharing my own DCF, I valued this at $160 with a 25% growth rate and 12% discount rate - however, low case is $110 even that growth rate slips to 19%   
Good to see this starting to trade closer to this base valuation