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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 ($NVDA) is trending as it flirts with a $5 trillion valuation, fueled by optimism surrounding AI chip demand and potential breakthroughs in trade talks with China regarding Blackwell chip sales. The community is actively discussing its rich valuation. Several analysts are raising price targets, while others suggest a possible short-term pullback.

Tonix Pharmaceuticals Holding Corp. is a clinical-stage biopharmaceutical company, which focuses on the discovery, acquisition, and development of small molecules and biologics to treat and prevent human disease and alleviate suffering. Its portfolio includes TNX-102 SL, TNX-601, TNX-801, and TNX-1800. The company was founded by Seth Lederman and Donald W. Landry on November 16, 2007 and is headquartered in Chatham, NJ.

Tonix Pharmaceuticals Holding Corp

TNXP is trending as the community discusses the company's transition from a binary risk biotech to an operational, revenue-generating business with its newly approved fibromyalgia drug, Tonmya.  Traders are highlighting the potential for significant upside due to a tight float, rising institutional ownership, and a launch that could catalyze a valuation rerate.  The focus is shifting towards execution, launch metrics, and potential acquisition as TNXP positions itself as a first-mover in a category reset.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy ($BE) is trending following strong earnings and a major $5B AI infrastructure partnership with Brookfield, fueling speculation it could be the next Nvidia of clean energy; however, some community members are concerned about the high valuation. The community is actively discussing the potential for a short squeeze and the company's ability to capitalize on the increasing energy demands of AI data centers. Also being watched is how demand from energy and utility sites plays out in coming quarters.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

FI is trending due to a significant stock drop following disappointing earnings and lowered guidance, prompting discussions about whether it's oversold or a value trap. The community is actively debating dip-buying strategies and the potential for a rebound, while also scrutinizing unusual options activity and leadership changes. Some are pointing to sector-wide concerns impacting fintech companies.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as investors discuss upcoming earnings, Azure performance, and its AI partnership with OpenAI. Community members are weighing potential volatility and debating whether AI growth is already priced into the stock. Discussions also touch on data center capex and potential market impacts from Big Tech earnings.

Stride, Inc. is a technology-based educational company, which engages in the provision of proprietary and third-party curriculum, software systems and educational services. It also offers online curriculum and career services to middle and high school students, under the Destinations Career Academy brand name. The company was founded by Ronald J. Packard in 2000 and is headquartered in Reston, VA.

Stride Inc

Stride Inc ($LRN) is trending due to a significant stock drop following earnings, despite initially beating expectations, as weak revenue guidance and platform rollout issues raised concerns. The community is actively debating whether this decline is an overreaction and if the stock presents a buying opportunity for long-term recovery, while some express concerns about the company's business model and debt. Discussions also involve potential support levels, comparisons to other education stocks, and speculation about institutional selling.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending due to speculation surrounding leaked Phase 3 data for its lead drug candidate, deramiocel, with some suggesting positive results could be imminent before mid-November. The community is actively discussing potential leaks related to the HOPE-3 trial, along with the possibility of a short squeeze, while also examining recent job postings by NS Pharma, Capricor's distribution partner, as potential hints of positive data. Broader discussions encompass the drug's potential impact on Duchenne muscular dystrophy and the implications for Capricor's exosome platform.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending as investors digest recent earnings news, including a significant charge related to the 777X program and positive free cash flow, a first since 2023. Community discussions revolve around the company's path to profitability, the impact of ongoing strike, and potential catalysts like a trade deal with China. Some traders express concerns about execution risks, while others remain optimistic about Boeing's backlog and long-term potential within the aerospace sector.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Energy and Transportation, Financial Products, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Energy and Transportation segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The Financial Products segment provides financing alternatives to customers and dealers for Caterpillar products and services, as well as financing for power generation facilities. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925 and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar is trending amidst discussions about its robust earnings, with some community members suggesting that the company's growth is potentially overvalued while others point to lasting demand from infrastructure, energy, and AI-driven projects. Community members are debating whether the stock's recent performance justifies its valuation, with some even speculating about a potential stock split.

Centene Corp. is a healthcare enterprise, which engages in the provision of programs and services to government sponsored healthcare programs. It operates through the following segments: Medicaid, Medicare, Commercial, and Other. The Medicaid segment includes the Temporary Assistance for Needy Families program, Medicaid Expansion programs, the Aged, Blind or Disabled program, the Children's Health Insurance Program, Long-Term Services and Supports, Foster Care, Medicare-Medicaid Plans, which cover beneficiaries who are dually eligible for Medicaid and Medicare, and other state-based programs. The Medicare segment consists of Medicare Advantage, Medicare Supplement, Dual Eligible Special Needs Plans, and Medicare Prescription Drug Plans. The Commercial segment is involved in the Health Insurance Marketplace product along with individual, small group, and large group commercial health insurance products. The Other segment refers to pharmacy operations, Envolve Benefit Options’ vision and dental services, clinical healthcare, behavioral health, the TRICARE program, and corporate management companies. The company was founded in 1984 and is headquartered in St. Louis, MO.

Centene Corp.

Centene Corp. ($CNC) is trending as investors react to positive price action and anticipate a move higher, with community members citing the stock's undervaluation and potential for a significant move. Discussions revolve around upcoming earnings, potential ACA extensions, and technical indicators suggesting further upside. Some traders are highlighting the healthcare sector's resilience amid broader market uncertainty.

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$CCJ $URA   If you&#39;re looking for next to run, its no farther than Rare Earths -- with potentially no deal this week -- or China meeting for that matter.  $MP $CMCL $USAR

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USA Rare Earth Inc

   If you're looking for next to run, its no farther than Rare Earths -- with potentially no deal this week -- or China meeting for that matter.  

sister

@sister Fuck the meeting. This is about the US taking back independence in rare earths full-stop, regardless of deals with Australia, China or Timbuktu, Jupiter, Mars, and South  Azerbaijan

 Fuck the meeting. This is about the US taking back independence in rare earths full-stop, regardless of deals with Australia, China or Timbuktu, Jupiter, Mars, and South  Azerbaijan