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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 trending after reporting blowout earnings and significantly raising its full-year guidance, igniting community speculation about a potential short squeeze fueled by high short interest and comparisons to past explosive AI-driven stock runs. Investors are actively debating whether the impressive revenue growth and long-term strategy outweigh current margin dynamics, with many perceiving the stock as undervalued despite a seemingly muted initial market reaction.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is a major talking point after unexpectedly lowering its 2026 guidance, citing U.S. pricing pressure and increased competition, which led to a notable stock dip. While many in the community view this as an overreaction and a prime buying opportunity, pointing to strong early oral Wegovy sales and a new share repurchase program, others are concerned about management's communication and the intensified market landscape.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is a top trend as strong Q4 earnings and robust data center growth clash with a significant after-hours sell-off. The community is sharply divided, with bulls highlighting conservative guidance and market manipulation, while bears point to already high valuations and unmet "blowout" AI expectations.

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 due to its recent earnings report, which revealed missed estimates and slowing branded checkout growth, intensified by an unexpected CEO transition and conservative forward guidance. This has ignited a strong debate within the community, with many expressing extreme pessimism, while others see a deep value opportunity in the heavily discounted shares.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Holdings Inc

Ondas Holdings is trending due to a strategic defense contract win in the Asia-Pacific region and the acquisition of UK-based Rotron Aero, which expands its autonomous defense capabilities and entry into NATO markets, driving community excitement about its growth trajectory in the defense tech sector and igniting discussions of a potential short squeeze.

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 is rallying significantly after delivering strong earnings that exceeded expectations, sparking community optimism for a major turnaround and potential short squeeze. Conversations highlight the ongoing strength of the solar-plus-storage narrative and recent product innovations like advanced microinverters and EV charging solutions.

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 is trending as it approaches its earnings report with the stock trading near multi-year lows following a prolonged sell-off. Community sentiment is sharply divided, with many criticizing the CEO and profitability concerns amidst talks of global age restrictions for social media, while others see a massive buying opportunity given the platform's large user base and potential for subscription monetization.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle ($CMG) is actively discussed following its latest earnings report, which, despite a headline beat, included flat comparable sales guidance for the upcoming fiscal year. This has sparked community debate, with many criticizing high prices and perceived declining customer experience, while others defend the company's long-term "Recipe for Growth" strategy to prioritize transaction growth and expansion.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

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 China ETFs in Focus as Beijing's Trade Surplus Touches Record $1.2T

China's record $1.19T trade surplus amid tariffs puts China ETFs like MCHI in focus, as exports pivot beyond the US and high-tech shipments surge. 

Time for China ETFs Now?

China ETFs are back in focus as easing policy, resilient exports and Goldman's bullish outlook lift tech and large caps like FXI, CQQQ and ECNS.

Top-Performing ETF Areas of August That Are Up At Least 20% 

ETFs tied to Cannabis, Asia, China, materials and bitcoin miners led August's gains in Wall Street. ETFs like WEED, KSTR, CNXT, GBUG and WGMI won in August.

Top-Performing ETFs of Last Week

ETFs tied to cannabis, Ethereum and Chinese tech stocks topped last week's winners list. Top performers were KSTR, YOLO, ARKZ, CHIQ and CNXT.

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