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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

NVIDIA is trending downwards as concerns emerge regarding increased competition from Google's AI chips and Meta potentially spending billions on Google's TPUs. The community is debating the impact of this news on NVIDIA's market share and long-term prospects, with some questioning if NVIDIA's dominance in the AI space is in danger. Discussions also include whether recent price movements are due to genuine concerns or manipulative tactics by short sellers.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Google is trending as discussions heat up about its AI capabilities with Gemini 3, potentially challenging competitors like OpenAI and even leading to market share gains against Nvidia in AI chips. Community members are weighing in on Google's long-term potential, with some suggesting it could become the most valuable company, while others caution against overvaluation. The stock's recent surge has sparked debates about an AI bubble and whether Google's valuation is justified.

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

Broadcom is trending amid growing excitement around its role as a key supplier for Google's TPUs, with some seeing it as an essential 'toll booth' in the AI infrastructure buildout. Community members are actively discussing the potential impact of increasing demand for custom AI chips and long-term positioning in the sector. Bullish sentiment remains strong, anticipating continued growth and potential price targets well above current levels.

Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

Mawson Infrastructure Group ($MIGI) is trending as traders discuss its low float, AI data center potential, and compliance pressures. The community highlights the possibility of a short squeeze and a potential re-rating if the AI narrative gains traction. Some are pointing to potentially undervalued power capacity and recent revenue figures as additional catalysts.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending as investors weigh the potential impact of a White House memo alleging the company supports the Chinese military, while others dismiss it as a buying opportunity before earnings. The community is also closely watching the rollout of Alibaba's AI app, Qwen, and its potential to compete with U.S. models. Bullish sentiment remains, fueled by the anticipation of strong earnings and the belief that any dip is a chance to accumulate shares in the undervalued tech giant.

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SRRL is trending as traders discuss its chart patterns and potential for momentum. Community members are noting the "calm" and "organized" movement, suggesting accumulation. Some users are also exchanging information on where to purchase the token, indicating growing interest.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending amidst earnings anticipation and mixed sentiment regarding its path to profitability. While vehicle margins have expanded, concerns remain around overall losses and future guidance, sparking debate among bulls and bears. The community is closely watching for details on Q4 deliveries and potential for profitability.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet's shares are surging as Meta Platforms considers using Google's TPU chips for its data centers, a potential challenge to Nvidia's dominance in the AI chip market; this news is fueling community excitement and speculation about Google's growing influence in the AI sector. Investors are closely watching how this development will impact the competitive landscape and whether Google can solidify its position as a key player in AI infrastructure.

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 as discussions revolve around competition in the AI chip market and potential shifts in partnerships, particularly with Meta exploring Google's TPU chips. Community members are debating the impact of these competitive pressures on AMD's market share and future revenue, while also evaluating the broader implications for the AI sector. Some traders are analyzing technical indicators, discussing potential price movements and key levels.

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 its position amid broader market fluctuations and evaluate its AI strategy compared to competitors like OpenAI. Community discussions include speculation on potential breakout points, impact from China tailwinds, and overall valuation. Some traders are reacting to news of sales role eliminations, while others are focused on options activity and technical analysis.

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