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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 following strong quarterly results and robust guidance, primarily driven by its data center business, though its after-hours performance saw an initial surge cool off. Community discussion focuses on market manipulation affecting options and a nuanced interpretation of the AI growth story, particularly after commentary on future China revenue for its advanced chips was perceived as a headwind despite the overall positive report.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk (TTD) experienced a sharp decline following its earnings report, as weaker-than-expected Q1 guidance overshadowed a beat on Q4 revenue and EPS. The community is deeply divided, with many citing competitive pressures and ongoing underperformance as reasons for the sell-off, while others view the reaction as overblown, highlighting strong fundamentals and significant share buybacks as a generational buying opportunity.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

C3.ai is trending due to reports of potential merger talks with private firm Automation Anywhere, which could take the automation company public through the deal. This follows a disappointing earnings report and weak guidance, leading to community debate over whether it's a lifeline for the underperforming AI stock or further evidence of its struggles.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is actively discussed after exceeding Q4 revenue expectations and forecasting strong 2026 revenue, with many in the community celebrating its "major earnings blowout" and potential as a long-term play following a significant defense contract award and institutional investment, while others remain critical of its valuation and continued losses.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending as its latest earnings report and CEO Douglas Ingram's announced retirement spark intense buyout speculation, with many highlighting the stock's significant undervaluation relative to its multi-billion dollar revenue and expanding gene therapy pipeline, including the ELEVIDYS launch in Japan. Community discussion also centers on high short interest and market volatility.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix is actively trending following a mixed earnings report with lower Q1 revenue guidance, polarizing community discussion around continued smartphone qualification delays versus optimism for a new smart eyewear purchase order and a $75 million share buyback program. Investors are debating whether new expert hires signal a turning point for manufacturing scale amidst ongoing yield concerns and long-term potential for their battery technology.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics (LRMR) is surging after its nomlabofusp received FDA Breakthrough Therapy Designation for Friedreich's ataxia, which the community sees as a major step toward a potential blockbuster drug and has prompted analyst price target increases. However, a proposed public offering is generating mixed sentiment regarding near-term dilution despite the positive regulatory news.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is trending after reporting strong Q4 earnings, raising its dividend, and announcing a significant $50 billion share buyback, yet the stock saw an after-hours dip. This performance has sparked a community debate between dip-buyers optimistic about its valuation and capital return, and those concerned about ongoing AI disruption fears impacting the broader software sector.

Sezzle, Inc. engages in the operation of a digital payment platform that enables bank-to-bank transfer of money between consumers and businesses. The company was founded by Charlie G. Youakim, Killian Brackey and Paul V. Paradis on January 4, 2016 and is headquartered in Minneapolis, MN.

Sezzle Inc.

Sezzle is trending after reporting strong earnings that beat expectations and significantly raising its future guidance, fueling widespread community discussion about its perceived undervaluation compared to peers. With high short interest and a new $100 million share buyback program, many anticipate a substantial short squeeze and potential analyst upgrades.

Nutanix, Inc. engages in the provision of a cloud platform leveraging web-scale engineering and consumer-grade design. It operates through the following geographic segments: United States, Europe, the Middle East, Africa, Asia Pacific, and Other Americas. The firm also provides software solutions and cloud services to customers' enterprise infrastructure. The company was founded by Dheeraj Pandey, Ajeet Singh, and Mohit Aron in 2009 and is headquartered in San Jose, CA.

Nutanix Inc - Ordinary Shares - Class A

Nutanix Inc 

Nutanix is trending after reporting stronger-than-expected earnings and announcing a major strategic partnership with AMD, which includes a significant investment to develop advanced AI infrastructure. The community is actively discussing this expansion into hybrid cloud and AI, despite revised revenue outlooks linked to supply chain delays.

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$AMD $NVDA 

So sad how many are passionate about these 2 stocks and have no friggin clue that these 2 competitors are cousin vs cousin. 

Oh, most of you clowns didn’t know that?  That’s right…..Su and Huang are cousins. And about 90% of you had no idea that these stocks are literally family vs family.

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Advanced Micro Devices Inc

 

So sad how many are passionate about these 2 stocks and have no friggin clue that these 2 competitors are cousin vs cousin. 

Oh, most of you clowns didn’t know that?  That’s right…..Su and Huang are cousins. And about 90% of you had no idea that these stocks are literally family vs family.

Here since 2014

Kona_Smoke

@Kona_Smoke 

Guess we found the first one who had no clue.

 

Guess we found the first one who had no clue.

@rottieluvr3 wait, they’re cousins?? Omg that changes everything!! 👋🏼🍆💦

 wait, they’re cousins?? Omg that changes everything!! 👋🏼🍆💦

@rottieluvr3 what the f is the point of this post?

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Andrew Gerhard

@agerhar1 

Shouldn’t you know something about the people running the stocks you care about?

Besides…..isn’t actual information more important than “crash tomorrow” or such similar posts?

 

Shouldn’t you know something about the people running the stocks you care about?

Besides…..isn’t actual information more important than “crash tomorrow” or such similar posts?

@rottieluvr3 They didn’t grow up together and only met as adults.

 They didn’t grow up together and only met as adults.

Casanova Capital

@rottieluvr3 maybe then also explain why you think it‘s relevant rather than throwing it out there as if we are all a bunch of morons. do you think they are colluding or what compelled you to post this in the first place?

 maybe then also explain why you think it‘s relevant rather than throwing it out there as if we are all a bunch of morons. do you think they are colluding or what compelled you to post this in the first place?

@rottieluvr3 The question you should be asking is which cousin is going to win the AI war?

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 The question you should be asking is which cousin is going to win the AI war?

BigDog

@rottieluvr3 It&#39;s a well known fact.  Even brought up in an interview.  But then, so many people are cousins who don&#39;t interract, so why does it matter...for instance, the amount of folks related to US presidents, past and present...and Hollywood actors.  Why do you wanna know, though?

 It's a well known fact.  Even brought up in an interview.  But then, so many people are cousins who don't interract, so why does it matter...for instance, the amount of folks related to US presidents, past and present...and Hollywood actors.  Why do you wanna know, though?

Deep Sikh

@agerhar1 

We don’t know what goes on behind the scenes but maybe keep an eye out for any type of activity like that.

 

We don’t know what goes on behind the scenes but maybe keep an eye out for any type of activity like that.

@WealthMaster 

There you go. Very good question!