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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 report vastly exceeded expectations and significantly boosted its full-year revenue outlook, fueling community discussions around its undervaluation and potential for a short squeeze despite ongoing margin concerns.

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 a top trend as strong Q4 earnings and robust data center growth clash with a significant after-hours sell-off. The community is sharply divided, with bulls highlighting conservative guidance and market manipulation, while bears point to already high valuations and unmet "blowout" AI expectations.

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 trending due to its recent earnings report, which revealed missed estimates and slowing branded checkout growth, intensified by an unexpected CEO transition and conservative forward guidance. This has ignited a strong debate within the community, with many expressing extreme pessimism, while others see a deep value opportunity in the heavily discounted shares.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is rallying significantly after delivering strong earnings that exceeded expectations, sparking community optimism for a major turnaround and potential short squeeze. Conversations highlight the ongoing strength of the solar-plus-storage narrative and recent product innovations like advanced microinverters and EV charging solutions.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet (GOOG) is trending fiercely ahead of its imminent earnings report, driving intense community discussion around its AI leadership, especially Gemini's growth and its implications for cloud and ad revenues. Additionally, Waymo's surging valuation and expansion are gaining attention, despite ongoing regulatory scrutiny, with many debating its potential to surpass rivals in market valuation.

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 it approaches its earnings report with the stock trading near multi-year lows following a prolonged sell-off. Community sentiment is sharply divided, with many criticizing the CEO and profitability concerns amidst talks of global age restrictions for social media, while others see a massive buying opportunity given the platform's large user base and potential for subscription monetization.

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 a major talking point after unexpectedly lowering its 2026 guidance, citing U.S. pricing pressure and increased competition, which led to a notable stock dip. While many in the community view this as an overreaction and a prime buying opportunity, pointing to strong early oral Wegovy sales and a new share repurchase program, others are concerned about management's communication and the intensified market landscape.

BlackRock Institutional Trust Company N.A. - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF ($IGV) is experiencing intense discussion amid extreme oversold conditions and record trading volumes, with many investors viewing it as a capitulation bottom and a historic buying opportunity for the software sector despite ongoing community debates about AI's disruptive impact.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is the subject of intense investor conversation, grappling with concerns over its premium valuation and market reactions to guidance, even as its foundational technology is critical for advancing AI, robotics, and data center compute. The community is deeply split, with many highlighting its expanding "Physical AI" division and strategic position, while others remain skeptical about its near-term execution and market performance.

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

Amidst a protracted sell-off, UiPath is actively debated as investors grapple with its steep decline, attributed by some to broader software sector weakness and persistent insider selling, while others contend it presents an undervalued opportunity as a leader in Agentic AI orchestration.

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LumiraDX Ltd. is a point of care diagnostics company, which engages in the provision of a diagnostic platform that supports tests with lab-comparable performance at the point of care. The company was founded by Ronald Zwanziger, David Scott, and Jerry McAleer in 2014 and is headquartered in Waltham, MA.

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