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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 currently driving intense conversation after its recent earnings report significantly beat expectations and delivered robust guidance, sparking strong bullish sentiment around its AI growth while also reigniting debates over its high valuation.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as hyperscalers like Microsoft and Meta signal unprecedented demand for AI infrastructure, with investors looking to upcoming earnings for further catalysts amidst community debate over recent stock volatility and long-term potential.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending following its announcement of acquiring two new strategic sites, which more than doubles its total infrastructure capacity to 2.8 GW. The community is buzzing with bullish sentiment, viewing this as a transformative move that significantly strengthens its position as a major AI and high-performance computing provider and could trigger a short squeeze.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending as its stock experiences a significant sell-off despite reporting a strong quarter with accelerating growth and customer acquisition, leading to widespread community frustration and claims of market manipulation. Investors are actively debating whether this is a "buy the dip" opportunity given historically oversold conditions and potential S&P 500 inclusion in March, or if recent equity offerings and analyst downgrades signal further downside.

Teradyne, Inc. engages in the development and sale of automatic test systems. It operates through the following business segments: Semiconductor Test, Robotics, and All Other. The Semiconductor Test segment designs, manufactures, and markets semiconductor test products and services. The Robotics segment includes operations related to the design, manufacturing, and marketing of collaborative robotic arms, autonomous mobile robots, and advanced robotic control software. The company was founded by Alexander V. d'Arbeloff and Nicholas DeWolf in 1960 and is headquartered in North Reading, MA.

Teradyne, Inc.

Teradyne (TER) is trending after reporting strong Q4 earnings and issuing Q1 guidance significantly above analyst expectations, driven by robust AI-related demand in compute and chip testing. The community is actively discussing the impressive beat and notable after-hours price surge, with many anticipating continued momentum from the expanding AI sector.

iShares Bitcoin Trust ETF - iShares Bitcoin Trust Beneficial Interest

iShares Bitcoin ETF

IBIT is trending due to considerable outflows from its Bitcoin ETF, fueling community discussions over whether the current crypto downturn signals a deepening "crypto winter" or an opportune moment to buy the dip.

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 generating significant discussion ahead of its earnings report, with widespread frustration over its prolonged decline juxtaposed against a segment of investors highlighting its deep value, low P/E ratio, and ongoing share buybacks as potential catalysts for a rebound.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is a focal point ahead of its Q4 earnings report, with investors deeply divided: some anticipate a strong rebound from recent lows driven by potential ad monetization improvements, while others express frustration over continuous stock declines and CEO performance, amidst broader concerns about global social media regulations.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma ($FIG) is trending amid intense bearish sentiment driven by heavy insider selling, persistent fears that AI could disrupt its design software market, and the overhang of past and upcoming share lock-up expirations. Despite a deep selloff from its IPO highs and strong product adoption, many in the community question its current valuation and whether a bottom has been reached.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood's stock is sharply declining due to a broader crypto market sell-off and concerns about prediction market revenue, despite recent analyst upgrades and Cathie Wood increasing her stake. The community is actively debating if the stock is oversold and poised for a bounce ahead of upcoming earnings, or if crypto volatility will continue to weigh on its price.

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Astronics Corp. engages in the provision of electrical power generation and distribution systems. It includes motion systems, lighting and safety systems, avionics products, aircraft structures, systems certification, and automated test systems. It operates through the Aerospace and Test Systems segments. The Aerospace segment designs and manufactures products for the global aerospace industry. The Test Systems segment designs, develops, manufactures and maintains communications and weapons test systems and training and simulation devices for military applications. The firm's products and solutions include Aircraft Data Systems, Aircraft Electrical Power Systems, Airfield Lighting, Custom Design & Manufacturing, Emergency Systems, Enhanced Vision Systems, IFC Antennas and Radome Systems, Inflight Entertainment System Hardware, Interiors & Structures, Lighting Systems, Seat Actuation Systems, Simulation & Training, Systems Certification, Test & Measurement and VIP IFEC & CMS Systems. The company was founded on December 5th, 1968 and is headquartered in East Aurora, NY.

Astronics Corp.

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What do you expect from $AMD earnings on Tuesday?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$0.60	--	--	N/A
Q3 '25	$0.42	$0.49	16.67%	BEAT
Q2 '25	$0.33	$0.04	-87.88%	MISSED
Q1 '25	$0.25	$0.26	4.00%	BEAT
Q4 '24	$0.21	-$0.08	-138.10%	MISSED

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