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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

The Trade Desk is trending after its Q4 earnings beat revenue and EPS, but provided weaker-than-expected Q1 guidance, fueling a steep sell-off. The community is sharply divided between frustrated long-term holders lamenting significant losses and others who see the dramatic price drop as an attractive buying opportunity amidst ongoing competitive pressures in the ad-tech space.

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 after reporting strong earnings and an optimistic outlook, yet the stock saw a surprisingly flat after-hours reaction, leading to community speculation that market makers are suppressing price action to capitalize on options. The ongoing conversation also focuses on CEO Jensen Huang's unique perspective on AI's value in "tokens" and the impact of China's market.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics is trending after its nomlabofusp drug received FDA Breakthrough Therapy Designation for Friedreich's Ataxia, signifying a potential substantial improvement over existing treatments. This regulatory milestone, combined with an upsized public offering at $5.00 per share, is fueling community discussion around significant valuation upside and an accelerated approval pathway for its root-cause-targeting therapy, despite some debate on the impact of the offering.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is actively trending following its strong Q4 earnings report, which significantly surpassed expectations with substantial revenue growth, alongside strategic moves including the SkyWater acquisition and securing a spot on the $151 billion SHIELD defense contract. Community dialogue is sharply divided, with bulls celebrating these developments as validation for its long-term quantum computing vision and dismissing recent short-seller allegations, while bears continue to raise concerns over its high valuation, persistent losses, and reliance on government funding within the nascent quantum sector.

Terrestrial Energy, Inc. is an advanced nuclear technology company focused on next-generation nuclear energy systems. The company is developing the Integral Molten Salt Reactor (IMSR), an innovative type of Generation IV molten salt reactor designed to produce reliable, low-carbon heat and electricity at competitive costs. The company is headquartered in Charlotte, NC.

Terrestrial Energy Inc.

Terrestrial Energy (IMSR) is trending amidst heightened discussions comparing its Integral Molten Salt Reactor technology to $OKLO, spurred by new U.S. Department of Energy agreements for fuel salt production and pilot reactor projects, positioning it as a strategic solution for the rapidly growing energy needs of AI data centers.

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 as the market keenly watches the confluence of AI data center energy demand and government initiatives to fast-track small modular reactors. Community discussions highlight bullish long-term potential from strategic partnerships and anticipated regulatory milestones, while others express caution regarding its pre-revenue status and insider selling.

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 as investors debate if its recent dip represents an oversold buying opportunity or a deeper correction, fueled by discussions around AI's true impact on software companies and broader market sentiment influenced by upcoming tech earnings.

Pure Storage, Inc. engages in the business of delivering innovative and disruptive data storage, products, and services that enable customers to maximize the value of data. The firm is also involved in the provision of data storage and management with a mission to redefine the storage experience by simplifying how people consume and interact with data. The company was founded by John M. Hayes and John Colgrove in October 2009 and is headquartered in Santa Clara, CA.

Everpure Inc. - Ordinary Shares - Class A

Pure Storage Inc

Pure Storage is trending after an earnings report that widely surpassed expectations and offered strong guidance, driving community optimism around its pivotal role in providing high-performance, energy-efficient storage solutions for AI and hyperscale data centers.

The centrifuge token model powers centrifuge, providing the framework needed to run the platform without reliance on a single point of failure, including the centrifuge team or Company, and to accelerate its utility. To accomplish this, centrifuge leverages the cryptoeconomic primitives of a native token called the centrifuge token (cfg), a nominated-proof-of-stake consensus algorithm that employs centrifuge to stake value, rewards for centrifuge adoption, and an on-chain governance mechanism that empowers centrifuge holders to guide the development of centrifuge.

Centrifuge

Centrifuge is gaining significant attention as it deepens its institutional reach within the Real World Asset (RWA) sector, recently launching tokenized S&P 500 funds and facilitating large credit funds on-chain. The community is buzzing about its strong market performance and its foundational role in bridging traditional finance with DeFi.

SM Energy Co. is an independent energy company, which engages in the provision of acquisition, exploration, development, and production of oil, gas, and natural gas liquids. The company was founded in 1908 and is headquartered in Denver, CO.

SM Energy Co

SM Energy is trending as investors digest its latest earnings report and a strategic $950 million asset sale aimed at strengthening its balance sheet following the Civitas merger. The community is actively discussing the significant cost synergies and perceived undervaluation, anticipating strong future performance amidst broader bullish sentiment in the energy sector.

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Campbell & CO Investment Adviser LLC Sells 73,004 Shares of Fox Factory Holding Corp. $FOXF

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Fox Factory Holding Corp. engages in designing, engineering, manufacturing and marketing performance ride dynamics products. The firm offers bicycles, side-by-sides and on-road vehicles with off-road capabilities, off-road vehicles and trucks, all - terrain vehicles, snowmobiles, specialty vehicles and applications and motorcycles. It operates through the following geographical segments: North America, Asia, Europe and Rest of the World. The company was founded on December 28, 2007 and is headquartered in Duluth, GA.

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