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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is a hot topic amidst a sharp divergence of investor sentiment, primarily driven by its ambitious AI infrastructure expansion and substantial debt. While some highlight its impressive cloud backlog and potential for major AI contracts, others are concerned about increased capital expenditures, recent revenue performance, and a bondholder lawsuit related to debt financing, leading to fervent debate about its future trajectory.

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 Inc. is trending as its subsidiary, Lucid Diagnostics, secured a significant contract with the U.S. Department of Veterans Affairs for its EsoGuard Esophageal DNA Test, expanding access across a large healthcare system. This news, coupled with the stock's low float characteristics, has ignited intense community discussion and propelled highly volatile trading activity.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is generating significant conversation following a notable share price decline, leading to a stark division in community sentiment. Bearish investors express frustration over perceived manipulation and competition from larger players in the health and weight-loss markets. Meanwhile, bullish participants are emphasizing the company's underlying growth, strategic vertical integration in personalized healthcare, and see current levels as a compelling long-term buying opportunity.

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 a major talking point due to ongoing legal challenges from Elon Musk concerning its partnership with OpenAI, which coincides with broad community frustration over its recent underperformance. Despite some labeling it "garbage," many investors are eyeing the current pullback as a strategic buying opportunity, betting on its strong fundamentals and anticipating clarity around its significant AI investments ahead of upcoming earnings.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending amidst an unprecedented and accelerating shortage of memory chips, particularly High-Bandwidth Memory (HBM), driven by robust AI infrastructure demand. The community is actively discussing whether its strong performance, fueled by strategic acquisitions and production expansions, signals a sustainable "supercycle" or if the stock is overextended in a historically cyclical industry. Investors are also noting its compelling valuation compared to other AI-driven semiconductor peers.

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 trending with strong bullish momentum, driven by its expanding role in AI infrastructure, including a significant data center lease agreement with Riot Platforms. The community is actively celebrating AMD's robust performance and growing market share in AI GPUs and server CPUs, viewing its sustained strength as a key indicator of leadership in the competitive AI compute race. Many see this as a pivotal moment for AMD's long-term growth trajectory in the burgeoning AI sector.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending following its Q4 earnings report, which, despite solid membership and ad revenue growth, was met with investor concern over a conservative Q1 outlook and the all-cash Warner Bros. Discovery acquisition proposal. The community is sharply divided, with many seeing the stock as oversold and a long-term buying opportunity, while others express fears of ongoing downside due to acquisition-related debt and a shift in company priorities. The market continues to weigh Netflix's content strategy and future growth trajectory amidst a competitive streaming landscape.

BigBear.ai Holdings, Inc. engages in data-driven decision dominance and advanced analytics that provide its customers with a competitive advantage in a world driven by data that is growing in terms of volume, variety, and velocity. The firm operationalizes artificial intelligence and machine learning at scale through its end-to-end data analytics platform. It deploys its observe, orient and dominate products to customers throughout the defense, intelligence, and commercial markets. The company was founded in 2020 and is headquartered in McLean, VA.

BigBear.ai Holdings Inc

BigBear.ai is currently a hot topic as investors eagerly await a crucial shareholder vote on increasing authorized shares, with high speculation that significant government AI contract announcements are being held until after its passage. This has sharply divided the community, with many anticipating a major short squeeze and institutional accumulation in the defense AI sector, while skeptics warn of potential dilution and perceived overvaluation.

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 experiencing a significant rally, driven by recent analyst upgrades and growing optimism surrounding its strategic turnaround, including advancements in its 18A manufacturing process and Panther Lake processors. The community is actively discussing the company's potential for market share gains, its positioning against sector rivals, and the impact of upcoming earnings. Despite some concerns about a "sell the news" event, widespread bullish sentiment points to a belief in Intel's long-term recovery and its increasing importance in the semiconductor landscape.

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 (SNDK) is experiencing an extraordinary rally, driven by increasing demand for memory and storage solutions amidst an 'unprecedented' AI-fueled shortage, pushing sector-wide prices higher. The stock's 'insane run' and resilience against broader market downturns have ignited intense debate, with many celebrating its upward momentum while others warn of a 'bloated pig' and 'meme-level bubble' poised for correction.

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Leo Holdings Corp. II operates as a blank check company. It was formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Edward Codd Forst, Lyndon Lea, and Robert Darwent on September 1, 2020 and is headquartered in Nassau, The Bahamas.

Leo Holdings Corp II - Ordinary Shares - Class A

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