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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 Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending ahead of its highly anticipated earnings report, which follows a notable pre-earnings pullback and a recent analyst upgrade to Outperform. Community discussion centers on its high valuation and the potential for a short squeeze if the AI sector leader delivers strong results, contrasting with continued bearish sentiment.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is trending as a significant Bitcoin price dip has pushed its substantial holdings into unrealized losses, intensifying community debate over the sustainability of its leveraged acquisition strategy and ongoing share dilution.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is actively debated as its strong correlation to Bitcoin's recent downturn fuels significant selling pressure, while speculation around its potential role in managing "Trump accounts" for children offers a contrasting catalyst for future growth and new inflows.

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 undergoing a sharp correction, sparking widespread liquidations and intense debate among bulls and bears over its bottom, further intensified by controversial social media discourse linking its origins to Jeffrey Epstein.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disney is trending following its strategic partnership with OpenAI to integrate its extensive IP with Sora, driving market conversation around its AI future. This coincides with its latest earnings report, showcasing strong theme park performance and streaming profitability, supported by a new share buyback program, despite some lingering investor skepticism about the stock's long-term growth.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software ($U) is experiencing a notable sell-off driven by investor concerns over Google's Project Genie 3, an AI prototype for virtual world creation. The community is actively debating if this AI tool poses an existential threat to traditional game engines or if the market reaction is overblown, with many suggesting it could ultimately serve as a powerful accelerator for Unity's platform.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is drawing intense community attention due to its CEO's comments hinting at a "monumental" acquisition of a publicly traded consumer company, fueling widespread speculation on potential targets and reigniting discussions around its strong cash position and perceived market manipulation.

VenHub Global, Inc. engages in the management of fully autonomous and robotic-operated convenience stores. It is involved in utilizing technologies such as artificial intelligence (AI) and smart inventory management systems for shopping experience of customers. The company was founded by Shahan Ohanessian and Shoushana Ohanessian on January 31, 2023 and is headquartered in Pasadena, CA.

Venhub Global Inc.

Venhub Global Inc. (VHUB) is trending significantly following its recent direct listing on Nasdaq, with community discussions centered on its perceived low float and strong pre-market volume driving speculation for a supply-demand-fueled rally in the automated retail space.

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 as Microsoft and Meta's significantly increased CapEx for AI infrastructure highlights critical demand, fueling community anticipation for imminent, large-scale AI cloud deals for IREN's power-rich data centers, a key factor in its strategic pivot from Bitcoin mining.

ProShares Trust - ProShares UltraShort Bloomberg Natural Gas -2x Shares

ProShares UltraShort Bloomberg Natural Gas

KOLD is actively discussed as natural gas futures see a sharp downturn, fueled by expectations of moderating temperatures and recovering production from recent disruptions. The community is anticipating a significant rebound for this inverse ETF, with many eyeing profit opportunities while acknowledging the sector's characteristic high volatility.

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$AP  
Why $AP (Aerofin) is the Most Undervalued &quot;Picks and Shovels&quot; Play for SMRs and the US Navy  
  
The market is currently obsessing over SMR (Small Modular Reactor) designers like NuScale and Oklo. But if you look at the actual manufacturing supply chain, there is a massive valuation gap in Ampco-Pittsburgh ($AP), specifically its subsidiary Aerofin.  
​Here is the thesis on why $AP is a pure-play on the Nuclear  
  
​1. The Critical Cooling Moat (Nuclear &amp; SMRs)  
Aerofin is not just a parts supplier; they are the standard. They hold a near-monopoly (~90%) on cooling coils for the existing US nuclear fleet.  
​The SMR Play: SMRs require highly efficient, compact heat exchangers. Aerofin is already integrated into the designs of major players (TerraPower, etc.).  
​Barrier to Entry: They possess the ASME N-Stamp, a regulatory &quot;gold standard&quot; that takes years and millions to acquire. This isn&#39;t a business a startup can disrupt overnigh 
 
​$nvdA $TSLA $GooglE $SMR $oklO

Brian Welling

Peter Ohr

StockTwits Web

Ampco-Pittsburgh Corp.

NuScale Power Corp

Oklo Inc.

 (Aerofin) is the Most Undervalued "Picks and Shovels" Play for SMRs and the US Navy  
  
The market is currently obsessing over SMR (Small Modular Reactor) designers like NuScale and Oklo. But if you look at the actual manufacturing supply chain, there is a massive valuation gap in Ampco-Pittsburgh (

), specifically its subsidiary Aerofin.  
​Here is the thesis on why 

 is a pure-play on the Nuclear  
  
​1. The Critical Cooling Moat (Nuclear & SMRs)  
Aerofin is not just a parts supplier; they are the standard. They hold a near-monopoly (~90%) on cooling coils for the existing US nuclear fleet.  
​The SMR Play: SMRs require highly efficient, compact heat exchangers. Aerofin is already integrated into the designs of major players (TerraPower, etc.).  
​Barrier to Entry: They possess the ASME N-Stamp, a regulatory "gold standard" that takes years and millions to acquire. This isn't a business a startup can disrupt overnigh 
 
​$nvdA 