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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is drawing significant attention ahead of its earnings report, fueling a heated debate over its high valuation and dilution concerns, though bulls emphasize its strong AI execution and crucial government contracts.

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 experiencing significant volatility as CEO Jensen Huang clarified the company's investment approach with OpenAI, addressing concerns about a rumored $100 billion commitment by emphasizing a disciplined, step-by-step engagement. This news, combined with the market impact of new 0DTE options, is fueling a sharp divergence in community sentiment regarding the future of AI spending and competitive pressures.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending with intense community speculation around an imminent "monumental" announcement from Ryan Cohen, potentially an acquisition, driving expectations for a substantial short squeeze amid unusual trading volume.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

SNAP is trending as investors debate its valuation ahead of the upcoming Q4 earnings report, with strong community sentiment split between expectations for a rebound from its current low price and ongoing concerns over monetization strategy, management, and the new AR glasses subsidiary.

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 is heavily trending ahead of its upcoming earnings report, as the community grapples with a prolonged stock decline, widespread accusations of market manipulation, and fierce debate over its perceived deep undervaluation. Sentiment remains sharply divided between those predicting further downside and others anticipating a strong rebound given the company's fundamentals.

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 amid a sharp stock decline to new multi-year lows, driven by community frustration over the unexplained departure of its CFO and allegations of CEO Jeff Green's poor management, including perceived neglect of shareholder value and substantial insider selling. Despite significant negative sentiment, a segment of investors sees the oversold conditions as a prime accumulation opportunity, anticipating a rebound ahead of upcoming earnings.

Atossa Therapeutics, Inc. operates as a clinical-stage pharmaceutical company, which engages in the development of novel therapeutics and delivery methods for the treatment of breast cancer and other breast conditions. The company was founded by Steven C. Quay and Shu Chih Chen in December 2008 and is headquartered in Seattle, WA.

Atossa Therapeutics Inc

ATOS is trending due to widespread negative sentiment surrounding its imminent reverse stock split, which many in the community believe will lead to further dilution and benefit shorts, while management faces intense criticism for perceived lack of transparency and a recent Orphan Drug Designation for DMD is seen as a distraction.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disney is trending due to robust earnings showcasing record-breaking theme park revenue and a significant turn to streaming profitability. This performance, coupled with major box office success from "Avatar: Fire and Ash," is sparking community discussions around ongoing CEO leadership changes and the company's future direction.

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 trending as it plans to raise up to $50 billion through debt and equity to expand its AI cloud infrastructure for major clients like OpenAI and Nvidia, sparking intense debate among investors over potential dilution and debt risks versus confidence in future AI revenue and market positioning.

Rambus, Inc. engages in the provision of cutting-edge semiconductor and Internet Protocol products, spanning memory and interfaces to security, smart sensors and lighting. Its products include Memory Interface Chips, Interface IP, and Security IP. The company was founded by P. Michael Farmwald and Mark A. Horowitz in March 1990 and is headquartered in Sunnyvale, CA.

Rambus Inc.

Rambus (RMBS) is experiencing significant post-earnings volatility, with community sentiment divided between an overblown reaction to the report and a long-term buying opportunity given its foundational role in AI and data center memory solutions. Many are emphasizing its valuable IP and royalty revenues, drawing parallels to other surging memory sector stocks.

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Lincoln Educational Services Corp. engages in the provision of a career-oriented post-secondary education to recent high school graduates and working adults. It operates through the following segments: Campus Operations and Transitional. The Campus Operations segment includes campuses that are continuing in operation and contribute to the company’s core operations and performance. The Transitional segment refers to businesses that are marked for closure and are currently being taught-out. The Corporate segment represents unallocated corporate activity. The company was founded in 1946 and is headquartered in Parsippany, NJ.

Lincoln Educational Services Corp

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What do you expect from $AMD earnings on Tuesday?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$0.42	--	--	N/A
Q3 '25	$0.09	$0.20	123.41%	BEAT
Q2 '25	$0.02	$0.09	265.87%	BEAT
Q1 '25	-$0.00	$0.11	2315.62%	BEAT
Q4 '24	$0.30	$0.31	2.05%	BEAT

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