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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 sharp price decline to new lows, with community discussions largely centered on significant insider selling and the impending impact of lock-up expirations. While bulls view the current valuation as a compelling buying opportunity for a leading design platform integrating AI, bears are concerned about fundamental challenges and the stock potentially being rendered obsolete by broader AI advancements.

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 after an unexpected pre-release of cautious 2026 guidance, projecting a sales and profit decline, triggered a sharp market sell-off. The community is deeply divided between those panicking over intensifying competition and pricing pressures in the GLP-1 market, and those viewing it as a significant "buy the dip" opportunity.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is experiencing a sharp sell-off amid investor concern that Google's Project Genie AI for generating virtual worlds threatens its business. However, a significant portion of the community views this as an irrational overreaction and a prime buying opportunity, arguing that AI tools will ultimately enhance Unity's role in game development.

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.

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.

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 amid uncertainty surrounding its planned investment in a leading AI developer and reports of stalled chip sales to a key international market due to ongoing security reviews. This has sparked community discussions regarding market manipulation and potential buying opportunities during broader sector volatility.

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.

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.

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Investcorp Credit Management BDC, Inc. Announces Financial Results for the Quarter Ended September 30, 2025, and Quarterly and Supplemental Distribution

Investcorp Credit Management BDC, Inc. (NASDAQ: ICMB) (ICMB or the Company) announced its financial results today for its quarter ended September 30, 2025. HIGHLIGHTS On November 10, 2025, the...

Investcorp Credit Management BDC, Inc. Schedules Earnings Release for the Second Quarter Ended September 30, 2025

Investcorp Credit Management BDC, Inc. (NASDAQ:ICMB) (ICMB or Company) today announced that it will release its financial results for the second quarter ended September 30, 2025 on Wednesday...

Investcorp Credit Management BDC, Inc., a traded business development company, invests in lower middle market companies located in the US. The fund focuses on companies with minimum revenues of $50 million and minimum EBITDA of $15 million. It participates in debt, mezzanine, buyout, and later stage capital requirements with an investment size between $5 and $25 million. The company was founded in February 2012 and is headquartered in New York, NY.

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