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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 a significant stock decline, driven by first-quarter revenue guidance falling short of analyst expectations despite beating fourth-quarter earnings. The community is largely frustrated over the ongoing value destruction and management's stock-based compensation, while a few see the deep dip as an oversold opportunity.

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.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce (CRM) is trending following its earnings report, where an increased dividend and a substantial $50 billion share buyback program are being heavily discussed, contrasting with mixed guidance and ongoing community debate about AI's potential impact on the SaaS sector; investors are divided between seeing a significant buying opportunity and remaining cautious.

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 trending after reporting strong financial results, including significant revenue growth and strategic acquisitions like a major defense contract win, fueling community debate between those optimistic about its long-term potential and critics concerned by ongoing losses and high valuation.

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 gaining attention after executing a U.S. Department of Energy agreement for Project TEFLA, advancing its Integral Molten Salt Reactor fuel production. Investors are actively comparing IMSR to other nuclear energy players, noting its unique technology and strategic position to address the massive energy demands of AI data centers, leading to discussions of its significant long-term potential.

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 its long-term potential to power AI data centers with advanced nuclear reactors, supported by political tailwinds and a Meta deal, faces scrutiny from recent analyst downgrades, notable insider selling, and ongoing concerns about its pre-revenue status. The community is actively debating whether current dips represent a buying opportunity for future growth or reflect risks associated with its lengthy path to commercialization.

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.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

C3.ai is trending amid unconfirmed merger talks with Automation Anywhere, fueling speculation about a potential buyout and short squeeze, even as the community remains divided on the company's past performance and future viability given its declining revenues.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Bozeman, MT.

Snowflake Inc

Snowflake is highly discussed following its Q4 earnings beat and a new $200 million OpenAI partnership, with community dialogue focusing on the slightly decelerated Q1/FY27 revenue guidance. Investors are actively debating the immediate monetization and tangible revenue contribution of its AI initiatives, weighing the bullish potential of increased data consumption against broader software sector re-evaluation spurred by AI disruption fears.

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 attracting strong attention with its recent launch of tokenized S&P 500 funds and institutional credit on-chain, solidifying its role in bridging traditional finance with DeFi through Real World Assets (RWAs). The community is actively discussing its groundbreaking infrastructure, expecting substantial upside as it integrates institutional-grade assets into the decentralized ecosystem.

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Knowledge Atlas Technology Joint Stock Company Ltd. - Ordinary Shares - Class H

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