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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 is trending due to a wave of new partnerships and positive catalysts, including potential discussions between Trump and Xi regarding Nvidia's Blackwell chip, fueling speculation about expanded market access in China. Community discussions revolve around the implications of these partnerships for corporate logistics, autonomous vehicles, and AI infrastructure, with some questioning if the stock is in bubble territory given its rapid market cap growth. The broader AI sector remains a hot topic, and Nvidia's central role is driving significant interest and debate.

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 due to its recent partnership with Nvidia, aiming to integrate Nvidia's AI tech into Palantir's platforms for improved decision-making in corporate logistics. The community is actively discussing the potential impact of this collaboration, with some seeing it as a game-changer while others express concerns about valuation. Broader context involves Palantir's role in AI and data analytics, particularly within government and enterprise sectors.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is surging due to news of a significant investment from Nvidia, sparking excitement about potential advancements in AI-driven telecom infrastructure and 6G technology. The community is buzzing with discussions about the long-term implications of this partnership, with some seeing it as a potential turnaround story for the company. This collaboration highlights the growing convergence of AI and networking, positioning Nokia as a key player in the evolving tech landscape.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

LUMN is trending due to growing excitement around its potential role in AI infrastructure, highlighted by a recent partnership and expansion of internet on-demand services. The community is discussing the possibility of a short squeeze, upcoming earnings, and the company's long-term prospects, especially in light of its fiber network and data center assets. Some investors believe LUMN is undervalued and poised for significant growth as it transitions from a legacy telecom to an AI-focused company.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending as investors discuss its potential as an EV play with deep-sea mining, with some eyeing a run if it breaks resistance. Community members are connecting Korea Zinc's involvement with potential deals and the possibility of a US copper smelter. Discussions also revolve around the timing of NOAA approval and the potential impact of government decisions on the stock.

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 (LRN) is trending following a significant after-hours drop, reportedly triggered by weak guidance despite solid earnings. The online education company's challenges with tech implementation and decelerating leverage are sparking concerns among investors. The community is weighing whether the selloff is an overreaction or indicative of deeper issues within the company, with some eyeing a potential acquisition play.

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 is trending following a Q3 earnings beat driven by strong AI-related semiconductor testing demand, although CFO is stepping down. The community is focused on the company's Q4 guidance, which projects a substantial revenue increase. Bullish sentiment is fueled by the robust AI-driven outlook, while some remain cautious due to struggles in the robotics segment and the high expectations now placed on the company.

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 following earnings and news of a partnership with OpenAI to integrate its wallet into ChatGPT, spurring optimism; however, some community members express concern over the CFO's remarks and the stock's historical price action. The community is actively discussing whether this marks a true turning point or another short-lived rally given broader economic concerns.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy ($ENPH) is trending due to disappointing guidance despite a strong quarter, sparking debates about its future growth and the impact of potential tariff and tax credit changes. The community is discussing whether the stock is oversold, with some viewing it as a buying opportunity while others express concerns about management and competition. Broader discussions include the solar sector's overall health, potential activist investor involvement, and the influence of macro issues on energy independence.

MiMedx Group, Inc. is a therapeutic biologics company, which engages in the design, manufacture, and marketing of products, and tissue processing services. It serves the wound care, burn, surgical, orthopedic, spine, sports medicine, ophthalmic, and dental sectors of healthcare. Its biomaterial platform technologies include AmnioFix and EpiFix, a tissue allografts derived from amnion and chorion layers of human placental membrane, EpiCord and AmnioCord, a tissue allografts derived from umbilical cord tissue, and AmnioFill, a placental connective tissue matrix derived from the placental disc and other placental tissue. The company was founded on July 30, 1985 and is headquartered in Marietta, GA.

Mimedx Group Inc

Mimedx Group is trending as investors anticipate upcoming earnings and commentary on pending CMS coverage decisions, with many expressing frustration over the company's performance and leadership. Community talking points revolve around potential revenue impact from regulatory changes and the possibility of a future acquisition. Some shareholders feel management is failing to maximize shareholder value amid industry shifts.

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Brookfield Infrastructure Corp. engages in the ownership and operation of infrastructure assets through its subsidiaries. Its businesses include transportation, data infrastructure, and energy. It operates through the Brazil and United Kingdom geographical segments. The company was founded on August 30, 2019 and is headquartered in New York, NY.

Brookfield Infrastructure Corp. - Ordinary Shares - Class A (Exchangeable Sub Voting)

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