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Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is surging dramatically on robust earnings and optimistic guidance, fueled by accelerating revenue, improved profitability, and a narrative positioning it as a key beneficiary of AI-driven demand for edge computing. The community is actively debating if this is a sustainable turnaround and short squeeze, or merely an overextended 'pump and dump' that will quickly reverse.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

COIN is trending due to its imminent earnings report, intensifying community debate over crypto trading volumes, regulatory uncertainty for stablecoin yields, and recent platform issues; sentiment is sharply divided between strong bearish predictions and expectations for an oversold bounce.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is experiencing a fierce debate, with deep concerns that AI advancements will disrupt its creative software business driving a significant sell-off. However, many investors view the stock as severely oversold, pointing to strong fundamentals, aggressive share buybacks, and expectations that AI integration will ultimately enhance rather than diminish its platform.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy`s Co

Wendy's is trending amidst fervent community discussion fueled by acquisition rumors, which are sparking hopes for a short squeeze and a re-evaluation of its perceived undervaluation ahead of its anticipated earnings report.

Mega Fortune Co., Ltd. operates as an investment holding company. It specializes in delivering comprehensive IoT solutions and services across various industries. The company was founded in 2011 and is headquartered in Hong Kong.

Mega Fortune Co Ltd.

Mega Fortune Company Limited

MGRT is experiencing extreme volatility and frequent trading halts as a low-float Chinese IPO, fueling intense community debate between expectations of significant gains from a potential short squeeze and strong warnings of a classic pump and dump.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs (ALAB) is experiencing extreme volatility and a sharp sell-off despite beating earnings expectations and announcing a significant warrant deal with Amazon linked to $6.5 billion in product purchases. The community is fiercely debating whether this represents an overreaction and a 'screaming buy' opportunity in AI infrastructure or if concerns over margin compression, a CFO change, and broader tech sector repricing justify the dip.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is trending after a significant stock drop, triggered by cautious full-year revenue guidance and squeezed gross profit margins due to rising memory costs, despite beating quarterly estimates. While many in the community are actively buying the dip, seeing it as an overreaction for a key AI infrastructure player, others express frustration and foresee further tech sector challenges.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is trending ahead of its earnings report, driven by a recent workforce reduction focusing on AI initiatives and ongoing speculation about a potential acquisition by OpenAI. The community is actively discussing the stock's significant decline, with many arguing it's undervalued and facing market manipulation, while others anticipate further volatility following the upcoming results.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X (CCCX) is trending as its merger target, Infleqtion, prepares for a vote to go public as INFQ, bolstered by recent NASA and DOE contracts for quantum sensing and energy grid optimization. The community expresses strong bullish sentiment, seeing Infleqtion as significantly undervalued compared to quantum peers and expecting its market valuation to align with its proven technology and partnerships after the merger.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros is gaining significant attention following its inclusion in the S&P MidCap 400 and a flurry of analyst upgrades, alongside excitement for its rapid store expansion and new retail product lines. While many celebrate its consistent growth and cult-like customer loyalty, a strong debate persists within the community regarding its elevated valuation compared to industry peers.

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$NFLX they were trading around $100 share when announced WB deal - it’s fallen 25% since. If it doesn’t go through (worst case) how can we still justify this drop? Doesn’t make sense in either case.

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Netflix Inc

 they were trading around $100 share when announced WB deal - it’s fallen 25% since. If it doesn’t go through (worst case) how can we still justify this drop? Doesn’t make sense in either case.