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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital Corporation is trending with strong bullish sentiment following an impressive earnings report and an analyst upgrade to $53 from B. Riley. The community is actively buzzing about a potential short squeeze and management's significant equity package tied to ambitious stock price milestones, signaling high confidence in the company's AI infrastructure growth.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending after President Trump publicly praised the company and its CEO, highlighting the U.S. government's support for domestic chip manufacturing and the launch of new U.S.-made Core Ultra Series 3 processors. The community is buzzing with speculation about potential major partnerships or government contracts and is closely watching for signs of Intel's foundry turnaround gaining significant traction, particularly with its advanced 18A technology.

Rich Sparkle Holdings Ltd. engages in the provision of financial printing and corporate services. The firm offers typesetting, proofreading, translation, design, and printing of listing documents, financial reports, fund documents, circulars, and announcements. It also delivers advisory services, such as conducting internal control assessment and environmental, social and governance performance evaluation, and other services including provision of co-working space. The company was founded in 2016 and is headquartered in Hong Kong.

Rich Sparkle Holdings Ltd.

Rich Sparkle Holdings Limited

ANPA is witnessing intense investor interest following news of a $39 million private placement and the recent expiration of its IPO lock-up period. The community is actively debating if this marks a sustained, parabolic "Hong Kong play" surge, with some anticipating significant price levels, while others caution it resembles a volatile "pump and dump" given its rapid ascent and the underlying offering price disparity.

ProShares Trust - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

ProShares Ultra Bloomberg Natural Gas ($BOIL) is trending with widespread community despair over significant losses, primarily driven by persistent warm weather forecasts that continue to suppress natural gas demand. Traders are grappling with the ETF's inherent decay and perceived market manipulation, while many hope for a bounce despite the prevailing bearish sentiment.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy (MSTR) is experiencing intense volatility, fueled by diverse market opinions on its valuation in light of Bitcoin's price movements and persistent share dilution concerns. Despite some relief from recent news regarding its MSCI index inclusion, the community actively debates whether daily price swings are due to options expiry manipulation or fundamental shifts. Bulls foresee a significant short squeeze, while bears highlight the ongoing dilution as a major drag on the stock's performance.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is trending due to market anticipation of significant price hikes for its high-capacity NAND memory, spurred by immense demand from AI infrastructure. This has ignited a parabolic rally and widespread speculative buying, with the community actively discussing both extreme bullish sentiment and a surge in shorting activity amidst calls of "Tulip Mania".

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is a focal point of market discussion, driven by intense speculation and regulatory scrutiny surrounding its proposed acquisition of Warner Bros. Discovery assets. Community sentiment is sharply split, with some viewing the current price as a compelling dip to buy before its anticipated earnings, while others remain wary of the deal's potential financial and competitive burden.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is a focal point of investor discussion as the biotech community anticipates potential updates at the upcoming JP Morgan Healthcare Conference, with many expressing frustration over the stock's underperformance despite robust Briumvi sales and an active M&A environment. Conversations are heavily focused on Briumvi's strong market share growth and best-in-class profile, the significant potential of a future subcutaneous formulation, and persistent buyout speculation, especially as competing BTK inhibitors face recent setbacks.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health is experiencing intense volatility, fueled by a recent Bank of America downgrade and new competitive pressures as Amazon Pharmacy offers Novo Nordisk's Wegovy. While many in the community are expressing frustration over the steep decline and questioning leadership, a significant faction sees the current valuation as a generational buying opportunity given the company's growth, institutional accumulation, and upcoming strategic initiatives in personalized healthcare and international markets.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo Inc. is trending amid intense discussion following an agreement with Meta Platforms to develop 1.2 GW of nuclear energy to power AI data centers in Ohio. This announcement has fueled significant bullish sentiment, with many anticipating a substantial future for small modular reactors, while skeptics point to the company's zero current revenue and the years before operational power. The community remains sharply divided, debating whether this is a groundbreaking long-term play or a "sell the news" event being influenced by options expiring.

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Cabot Microelectronics Corporation (Cabot Microelectronics Corp) is the supplier of polishing slurries and a CMP pad supplier used in the manufacture of advanced integrated circuit (IC) devices within the semiconductor industry, in a process called chemical mechanical planarization (CMP). CMP is a polishing process used by IC device manufacturers to planarize or flatten many of the multiple layers of material that are deposited upon silicon wafers in the production of advanced ICs. The Company develops, produces, and sells CMP slurries for polishing many of the conducting and insulating materials used in IC devices, and also for polishing the disk substrates and magnetic heads used in hard disk drives. The Company also develops, manufacture, and sells CMP polishing pads, which are used in conjunction with slurries in the CMP process. CMC Materials is a supplier of high-performing and innovative solutions that solve their customersâ?? challenges.

CMC Materials Inc

Yes — Rates Move Meaningfully Lower

Short-Term Dip, No Lasting Impact

No — Mostly Political Noise

Other – Comment Below

President Trump says he’s directing $200 billion into mortgage bond purchases to bring down rates and improve housing affordability. With questions around execution, authority, and real market impact, do you think this move will actually lower mortgage rates in 2026?

Will Trump’s Mortgage Bond Plan Actually Lower Rates in 2026?

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