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Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending with strong bullish sentiment, fueled by accelerating advancements in its Qwen AI models and Alibaba Cloud's growing market share, which is driving a major re-rating of the stock. The community is actively discussing a significant technical breakout, anticipating a sustained rally and a broader rotation of capital into undervalued Chinese tech names.

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 experiencing a massive rally, fueled by a significant, immediate price hike across memory semiconductors by a major producer due to AI-driven demand and production constraints, with other key players expected to follow. The community is captivated by its "unstoppable," "pure momentum" run, drawing comparisons to other explosive stocks, while critics warn of a "parabolic bubble" detached from fundamental valuation.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending significantly as U.S. policy accelerates, with NOAA finalizing rules to streamline deep-sea mining permits and an upcoming Congressional hearing featuring TMC's CEO. This regulatory clarity, driven by the recognition of deep-sea minerals as a national security priority, is fueling strong bullish sentiment. The community is actively discussing the potential for a substantial short squeeze, emphasizing both immediate opportunity and the long-term strategic value of these critical resources.

PAVmed, Inc. is a multi-product life sciences company, which engages in the innovation, development, acquisition, and commercialization of products that target unmet medical needs with large addressable market opportunities. Its products include Lucid Diagnostics and Veris Health. The company was founded by Lishan Aklog and Brian J. deGuzman on June 26, 2014 and is headquartered in New York, NY.

PAVmed Inc

PAVmed is trending sharply higher after its subsidiary, Lucid Diagnostics, secured a significant contract with the U.S. Department of Veterans Affairs for its EsoGuard Esophageal DNA Test. This news is fueling intense speculation among traders, who highlight the stock's low float and the massive market opportunity presented by access to over nine million veterans. Community discussion centers on the potential for a substantial short squeeze and significant valuation upside, though some express caution regarding high volatility and the possibility of future capital raises.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCryst Pharmaceuticals is actively discussed following the recent FDA approval of its oral HAE treatment, Orladeyo, for pediatric patients, a move expected to bolster long-term revenue. Concurrently, the community is closely watching the impending closure of the Astria Therapeutics acquisition, anticipating potential strategic shifts under new leadership. Despite these developments, many investors express frustration over the stock's valuation, attributing its performance to market dynamics and significant short interest.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is trending after a significant arbitration win against Repsol, affirming its operational practices and sparking optimism among investors. This legal victory, combined with rallying European natural gas prices and strong spot sales from its Plaquemines facility operating above capacity, is fueling community discussions of a potential short squeeze given the stock's notable short interest. Investors are anticipating substantial growth amidst robust global LNG demand and positive resolution for remaining legal challenges.

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 experiencing strong bullish momentum, fueled by reports of a CPU supply shortage directing demand to the company and expanding partnerships in sovereign AI and data centers. The community is actively debating its sustained breakout towards new highs, with bulls celebrating its market leadership and strategic gains against rivals, while some caution about its rapid valuation. This rally reinforces AMD's pivotal role in the evolving AI and semiconductor sector.

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 drawing significant attention with anticipation building ahead of its upcoming earnings report, fueled by optimism surrounding its foundry business and strategic US government partnerships. The community is hotly debating whether the recent substantial rally signals further gains or a 'buy the rumor, sell the news' event, with many envisioning significant long-term growth and a potential short squeeze driving current price action.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology is trending as recent government approvals for substantial data center projects in Thailand validate its multi-billion dollar AI infrastructure partnership with Freyr, alongside new contract wins for AI-driven security in Taiwan. The community is buzzing with renewed conviction in the company's extensive contract pipeline and strategic position in critical international AI and cybersecurity initiatives, with many anticipating a significant re-rating due to its small float and perceived undervaluation.

BlackRock Institutional Trust Company N.A. - iShares Semiconductor ETF

iShares Semiconductor ETF

The iShares Semiconductor ETF ($SOXX) is trending with overwhelming bullish sentiment, as traders aggressively buy dips fueled by the ongoing AI revolution and strong performance from key component stocks. Despite some concerns about overvaluation, the community largely believes the sector is unstoppable, continuously reaching new highs. Geopolitical developments surrounding chip manufacturing and trade also contribute to the active discussion.

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Sumitomo Mitsui Trust Group Inc. Sells 22,687 Shares of Icon Plc $ICLR

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Walter Public Investments Inc. Decreases Stake in Icon Plc $ICLR

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Icon Plc $ICLR is Ninety One North America Inc.'s 9th Largest Position

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ICON plc operates as a clinical research organization, which engages in the provision of outsourced development services to the pharmaceutical, biotechnology, and medical device industries. It specializes in the development, management and analysis of programs that support clinical development. It operates through the following geographical segments: Ireland, Rest of Europe, U.S. and Other. The company was founded by John Climax and Ronan Lambe in June 1990 and is headquartered in Dublin, Ireland.

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