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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 its Q2 earnings significantly beat revenue and EPS estimates, coupled with an increased FY26 revenue forecast, fueling investor optimism for its role in AI infrastructure. Despite strong top-line growth and community calls of undervaluation, ongoing concerns about gross margin compression and alleged market manipulation remain key discussion points.

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 Holdings Inc. is trending after a significant earnings miss and weak guidance, coupled with an abrupt CEO change, sparked a sharp sell-off and raised widespread concerns about its competitive standing and long-term growth trajectory. Despite fears of obsolescence and criticism of the new leadership, many investors view the resulting steep valuation and ongoing share buybacks as a deep value opportunity, anticipating a potential turnaround or activist interest.

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 a severe software sector correction, with active community debate over whether recent heavy selling and insider share transactions reflect a justified valuation reset or an oversold opportunity for a best-in-class product with strong growth and AI integration potential.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath (PATH) is trending amid significant selling pressure, largely attributed to ongoing CEO share sales and a broader downturn in the software sector, yet a vocal part of the community believes the stock is deeply undervalued due to strong fundamentals in Agentic AI, fueling speculation about a potential short squeeze.

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 trending sharply lower after unexpectedly pre-releasing disappointing 2026 guidance, citing intense US pricing pressure, increased competition, and patent expirations for key GLP-1 drugs. The community is debating whether this downturn is a "buy the dip" opportunity for a high-quality company or a signal of deeper challenges, with many frustrated at management's handling of the news and speculating on potential impacts for competitors like Eli Lilly.

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

AMD is trending following its earnings report, which, despite beating both EPS and revenue estimates, saw its stock decline after reporting due to perceived conservative Q1 guidance. The community is debating whether this reaction is market manipulation or reflective of concerns about valuation and the stock's historical post-earnings volatility.

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 A

Alphabet Inc Class A

Alphabet is trending as community discussion intensifies around its upcoming earnings report, with optimism high for its AI leadership through Gemini and recent significant funding for its Waymo self-driving unit, as many anticipate a strong performance to further solidify its market position against competitors.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending due to sharp market reactions to its substantial AI investments, especially with OpenAI, driving a notable decline in its stock price and impacting the broader software sector. Community sentiment is polarized, with many buyers seizing the perceived discount and strong fundamentals, while others anticipate further downside given concerns over AI spending ROI and technical chart patterns.

OpenAI pioneers large-language models like GPT and DALL·E, enabling advanced AI applications. Their research emphasizes both cutting-edge capability and responsible deployment strategies.

OpenAI PreStocks

OpenAI is a major talking point as investors actively debate its disruptive potential versus its financial viability, with significant discussion around its massive funding needs, competitive pressures from rivals like Google, and its substantial impact on partners like Microsoft and Nvidia.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv (FISV) is experiencing intense community debate ahead of its earnings report, with many investors believing the stock is deeply undervalued due to its low P/E and strong cash flow, while others express concern over its recent performance and broader fintech sector pressures including AI encroachment.

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Spinnaker ETF Series - Select STOXX Europe Aerospace & Defense ETF

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Current Price	$45.44
Prev Close	$45.33
Open	$45.35
Dividend Yield	N/A
50-Day Moving Average	$43.68
Beta	N/A
Avg. Volume	896,974.35
PE Ratio	N/A

52-Week High	$48.43
52-Week Low	$26.48
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A
Enterprise Value/EBITDA	N/A

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