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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 due to mixed reactions to its Q3 earnings, with discussions focused on improved margins versus lowered Q4 delivery guidance; the community is debating whether margin improvements outweigh concerns about future growth, and some believe the CEO's guidance is negatively impacting the stock.

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

Alphabet ($GOOG) is trending as community sentiment turns bullish, fueled by hype around their Gemini AI model and potential competition with Nvidia ($NVDA) in AI chips. Discussions center on Google's AI leadership and the possibility of Meta ($META) utilizing Google's TPUs, shifting the competitive landscape. Some traders are noting the rapid price increase and questioning if it's overextended, while others believe this is only the beginning.

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 strong AI and cloud growth against mixed earnings, with focus on Qwen's rapid adoption and the potential for further AI investment. Community chatter highlights debate about earnings and long-term value, especially compared to US hyperscalers. Recent news regarding a White House memo alleging the company provides tech support for Chinese military is also impacting discussion.

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 due to reports of Meta considering Google's AI chips, sparking concerns about competition in the AI chip market and a potential shift away from NVIDIA's dominance. The community is debating the long-term impact on NVIDIA's market share and whether this signals a broader trend of hyperscalers diversifying their AI infrastructure. Some investors view this as a buying opportunity, while others express concern about the potential impact on NVIDIA's growth and valuation.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGL is trending as investors react to news of Meta potentially utilizing Google's TPUs, signaling a shift in the AI chip landscape and increased competition with NVDA. The community is discussing the implications of this shift, along with GOOGL's overall strength and potential for further growth, with some speculating on the stock reaching new highs and a $4 trillion market cap. Broader market sentiment suggests a rotation into GOOGL, driven by confidence in its AI capabilities and a perceived undervaluation compared to peers.

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 downwards amidst discussions about AI chip competition and potential market share shifts, particularly with Google entering the arena. The community is debating whether this sell-off is an overreaction or a sign of weakening fundamentals, with some seeing it as a buying opportunity and others anticipating further declines. Broader market factors, including potential interest rate cuts and overall AI sector sentiment, are also influencing the conversation.

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 as investors weigh its role in the AI landscape amid reports of Meta exploring Google's TPUs, where Broadcom is a key partner. The community is actively discussing the potential impact on Nvidia's dominance and Broadcom's prospects as a custom chip provider for major tech companies. Bullish sentiment is fueled by upcoming earnings and analysts' price target increases.

Kohl's Corp. engages in the operation of family-oriented department stores. Its business line includes apparel, footwear, and accessories for women, men, and children, home products, beauty products, and accessories. The stores generally carry a consistent merchandise assortment with some differences attributable to regional preferences. The company was founded in 1962 and is headquartered in Menomonee Falls, WI.

Kohl`s Corp.

Kohl's Corp

Kohl's is trending due to positive sentiment following raised profit forecasts and a potential short squeeze, leading to active discussions about its valuation and future potential. Community members are debating whether the stock can sustain its momentum and achieve higher price targets. Some are pointing to the company's real estate value and potential as reasons for optimism.

Abercrombie & Fitch Co. engages in the retail of apparel, personal care products, and accessories. The firm operates through following geographical segments: Americas, EMEA and APAC. The Americas segment includes operations in North America and South America. The EMEA segment includes operations in Europe, the Middle East and Africa. The APAC segment includes operations in the Asia-Pacific region, including Asia and Oceania. The company was founded by David Abercrombie in 1892 and is headquartered in New Albany, OH.

Abercrombie & Fitch Co. - Ordinary Shares - Class A

Abercrombie & Fitch Co.

Abercrombie & Fitch is trending due to a significant post-earnings selloff, despite initially positive reactions and strong Q1 results. The community is actively discussing whether this dip represents a buying opportunity, given the company's buyback program and low valuation, or if it signals deeper concerns about margins and brand performance. Discussions also include potential connections with broader market factors like tariff uncertainties and sector-wide trends affecting retail apparel.

ZIM Integrated Shipping Services Ltd. engages in the provision of shipping and logistics services. It offers shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. The company was founded on June 7, 1945 and is headquartered in Haifa, Israel.

Zim Integrated Shipping Services Ltd

ZIM is trending due to ongoing discussions about a potential takeover, fueled by a strategic review initiated by the board, which includes evaluation of takeover offers. Community members are weighing in on possible buyout prices and the potential for a short squeeze, while also considering the impact of shipping rates and the company's cash position. Speculation is high, with some seeing a generational opportunity and others expressing concern over management's intentions.

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Creative Planning Raises Position in Axcelis Technologies, Inc. $ACLS

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Axcelis Technologies, Inc. engages in the manufacture of capital equipment for the semiconductor chip manufacturing industry. Its ion implantation systems product line includes high and medium current, and energy implanters. It also offers post-sales equipment service and support, such as spare parts, equipment upgrades, used equipment, maintenance services, and customer training. The company was founded in 1978 and is headquartered in Beverly, MA.

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