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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 its strong earnings report revealed robust demand for its AI platform and optimistic forward guidance, sparking widespread bullish excitement for significant upside, though some investors continue to debate its elevated valuation.

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 an exceptional earnings report and stronger-than-anticipated future guidance, which significantly exceeded expectations. The conversation highlights its accelerating momentum in AI-driven compute and chip testing demand, with many celebrating its impressive performance and future prospects.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disney's stock is trending lower despite reporting strong earnings and an announced $7 billion share buyback, as the community actively debates the post-earnings sell-off and anticipates clarity on CEO succession amidst its multi-year underperformance.

Algorand is a scalable, secure, and decentralized digital currency and smart contract platform. Its protocol uses a variation of Proof-of-Stake (PoS) called Pure PoS (PPoS) to secure the network and reach consensus on block production. Developers can build decentralized applications (dApps) using familiar programming languages, including Python, which Algorand supports natively. Its infrastructure enables various use cases, including payment systems, digital identity solutions, supply-chain tracking, and financial services. The protocol's architecture allows for tokenization of assets and the development of smart contracts, while its technical specifications support both retail users seeking basic transaction capabilities and enterprises requiring more, complex, blockchain solutions.

Algorand

Algorand is drawing significant attention following the Foundation's announcement of new board members and its relocation to the US, which has ignited intense community debate over management, potential token supply adjustments, and the project's long-term viability, while some investors view current prices as a prime accumulation opportunity amid wider crypto optimism.

Rambus, Inc. engages in the provision of cutting-edge semiconductor and Internet Protocol products, spanning memory and interfaces to security, smart sensors and lighting. Its products include Memory Interface Chips, Interface IP, and Security IP. The company was founded by P. Michael Farmwald and Mark A. Horowitz in March 1990 and is headquartered in Sunnyvale, CA.

Rambus Inc.

Rambus is trending following its latest earnings report, where robust overall performance was overshadowed by soft near-term revenue guidance, leading to a significant stock decline. The community is actively debating whether this represents an overreaction and a buying opportunity given the company's strong cash position and strategic role in the AI memory market, or if it signals valid execution risks.

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 is experiencing intense debate and price pressure amid its lock-up expiration, which has sparked widespread concerns over insider selling and its valuation. The community is sharply divided, with many seeing the stock as an oversold opportunity for a market-leading design platform, while others criticize it as an overhyped IPO facing headwinds from AI advancements.

KraneShares Trust - KraneShares CSI China Internet ETF

KraneShares CSI China Internet ETF

KraneShares CSI China Internet ETF ($KWEB) is trending as China's market shows renewed strength, driven by anticipated policy support for tech and signs of easing US-China trade tensions, prompting significant bullish options activity and community discussion around undervaluation.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is trending after reporting blockbuster Q2 earnings and strong guidance driven by robust demand for its high-speed connectivity solutions critical to AI infrastructure, fueling widespread community excitement about its growth trajectory despite some ongoing chatter around insider selling.

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 is heavily trending as its Q2 earnings approach, with investors keenly focused on whether its anticipated massive revenue growth will confirm its critical role in AI infrastructure or if past management concerns and margin pressures will lead to disappointment. The community is also actively discussing its pivotal partnership with Elon Musk's xAI and the potential for a significant short squeeze.

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 is trending as its Waymo robotaxi unit secures a significant $16 billion funding round at a $126 billion valuation, while the community highly anticipates a "massive beat" in its upcoming earnings report, fueled by expectations of strong AI advancements and cloud growth.

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Prometheus Analytics is a provider of a platform for healthcare organizations to optimize their provider networks under value-based care reimbursement models.

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