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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending after reporting stronger-than-expected earnings and robust guidance, driven by significant U.S. commercial and government demand for its AI platform. This has ignited community debate, with bulls celebrating an "iconic performance" and expecting further upside, while skeptics question the company's high valuation despite the impressive growth.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer (SMCI) is trending due to the recent xAI and SpaceX merger, with community discussion highlighting SMCI's integral role in building xAI's "Colossus" supercomputer and fueling expectations of significant future revenue ahead of its anticipated earnings report, despite ongoing debates about margin pressures and a potential short squeeze.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending intensely ahead of its expected earnings report, with community sentiment sharply divided between those who view the fintech giant as a deeply undervalued cash-generating machine poised for a turnaround, and others convinced it's a stagnant company facing relentless competition and further declines. Investors are eagerly awaiting clarity on management's strategy to combat perceived market share loss and capitalize on new growth initiatives amidst a prevailing bearish narrative despite low valuation metrics.

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 buzzing after reports surfaced about its plans for a potential IPO of its T-Head AI chip unit and China's approval for major tech firms, including Alibaba, to prepare orders for Nvidia H200 AI chips, igniting community optimism for its aggressive AI and cloud expansion and a potential re-rating.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is drawing intense discussion amid its stark underperformance, consistently lagging a rallying Chinese market despite news of substantial share repurchases, fueling a polarized community debate between frustrated calls for capitulation and confident assertions that its deep undervaluation will eventually lead to a significant rebound.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending due to fervent community speculation around a "monumental" acquisition by CEO Ryan Cohen, with targets like Best Buy widely discussed, reigniting intense "meme stock" enthusiasm and expectations of a significant short squeeze.

Hyperliquid is a performant L1 optimized from the ground up. The vision is a fully onchain open financial system with user built applications interfacing with performant native components, all without compromising end user experience.   The Hyperliquid L1 is performant enough to operate an entire ecosystem of permissionless financial applications – every order, cancel, trade, and liquidation happens transparently on-chain with block latency &lt;1 second. The chain currently supports 100k orders / second.  The Hyperliquid L1 uses a custom consensus algorithm called HyperBFT which is heavily inspired by Hotstuff and its successors. Both the algorithm and networking stack are optimized from the ground up to support the L1.   The flagship native application is a fully onchain order book perpetuals exchange, the Hyperliquid DEX. Further developments include a native token standard, spot trading, permissionless liquidity, etc.

Hype

HYPE is experiencing a significant rally following its listings on Kraken and Robinhood, coupled with its Hyperliquid platform reporting record trading volumes and increasing open interest. The community is overwhelmingly bullish, touting it as the 'house of all finance' that is outperforming major cryptocurrencies, driven by aggressive token buybacks and staking programs.

Tidal Trust II - Defiance Daily Target 2x Short PLTR ETF

Defiance Daily Target 2x Short PLTR ETF

PLTZ, a 2x short ETF for Palantir (PLTR), is trending as traders anticipate a significant pullback in PLTR, driven by widespread community concerns over its extreme valuation, high P/E ratio, and ongoing fears of a broader "AI bubble." The ETF is actively discussed as a strategic way to capitalize on perceived overextension in PLTR, especially amid reports of insider selling and increasing competition.

Teva Pharmaceutical Industries Ltd. engages in the development, production, and sale of medicines. It operates through the following geographical segments: United States, Europe, and International Markets. The United States segment focuses on therapeutic area of central nervous system (CNS) portfolio, and is involved in the distribution business of generic, biosimilar and medicines, and over-the-counter (OTC) pharmaceutical products from the firm and third-party manufacturers to independent retail pharmacies, pharmacy retail chains, hospitals, and physician offices in the United States. The Europe segment offers OTC portfolio including SUDOCREM, NasenDuo, DICLOX FORTE, OLFEN Max, and FLEGAMINA brands in European Union, the United Kingdom, and certain other European countries. The International Markets segment provides its products to countries such as Canada, Israel, Russia, Latin America, and Japan. The company was founded in 1901 and is headquartered in Tel Aviv, Israel.

Teva- Pharmaceutical Industries Ltd. - ADR

Teva Pharmaceutical Industries is gaining attention after recent strong earnings, driven by robust branded drug sales and pipeline progress, including expanded FDA approvals for Uzedy. The community is actively discussing the company's "Pivot to Growth" strategy and perceived undervaluation, alongside a class-action lawsuit concerning alleged anti-competitive practices.

Lennar Corp. engages in the provision of real estate related financial and investment management services. It operates through the following segments: Homebuilding, Financial Services, Multifamily, and Lennar Other. The Homebuilding segment refers to the construction and sale of single-family attached and detached homes and the purchase, development, and sale of residential land directly and through entities. The Financial Services segment focuses on mortgage financing, title, and closing services for buyers. The Multifamily segment is involved in the development, construction, and property management of multifamily rental properties. The Lennar Other segment includes funds, asset management platform, and strategic investments in technology companies. The company was founded in 1954 and is headquartered in Miami, FL.

Lennar Corp. - Ordinary Shares - Class A

Lennar Corp.

Lennar is a focal point as its mixed earnings, showing squeezed margins but rising new orders, coincides with significant government initiatives aiming to lower mortgage rates and boost housing demand, a sentiment notably reinforced by Berkshire Hathaway's recent investment in homebuilders.

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