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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.

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 experiencing a sharp selloff following a Q4 earnings miss and an unexpected CEO transition, leading to intense community discussion about whether the stock represents a deeply discounted value opportunity or a company facing long-term structural challenges amid fierce competition.

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 after reporting strong Q4 earnings and optimistic long-term data center growth projections. However, a significant after-hours dip, stemming from Q1 guidance that exceeded consensus but missed elevated AI expectations, fuels community debate between those identifying a 'buy the dip' opportunity and concerns about overvaluation within the semiconductor sector.

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 an extreme sell-off and record trading volume, fueled by market concerns that new AI productivity tools threaten traditional software models, prompting community discussion around potential capitulation and the sector being deeply oversold.

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.

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 trending intensely ahead of its upcoming earnings report, with community sentiment sharply divided between those who see it as significantly oversold given its foundational role in AI and robotics, and others questioning its high valuation amid recent analyst downgrades.

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 as investor frustration mounts over its continuous price decline and heavy short interest, despite strong fundamentals, analyst upgrades, and a leading position in the emerging Agentic AI space. The community is sharply divided, debating whether ongoing executive stock sales and broad software sector headwinds present a deep value opportunity or a prolonged challenge ahead of upcoming earnings.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubrik is trending following its robust Q3 earnings, which included a surprise non-GAAP profit and raised full-year guidance, sparking widespread community discussion around its strong position in data protection and cyber resilience amidst broader software sector challenges.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer is trending following mixed reactions to its recent earnings, which showed a beat on estimates but reaffirmed conservative 2026 guidance and steep declines in COVID product revenue, leading to investor frustration. Community discussion centers on the potential of its new monthly obesity drug data for future growth despite competitive concerns, alongside widespread calls for leadership change.

SSgA Active Trust - State Street Energy Select Sector SPDR ETF

Energy Select Sector SPDR Fund

The Energy Select Sector SPDR Fund (XLE) is capturing significant attention amid escalating geopolitical tensions in key oil-producing regions like Venezuela and renewed sanctions impacting Russian supply, which traders believe could tighten global markets. The community is actively discussing a potential multi-year breakout for the sector, positioning it as a strategic play against a backdrop of long-term consolidation and anticipated higher energy prices.

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