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Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is trending following news of a Neutron Stage 1 tank rupture during qualification testing, sparking a heated debate among investors. While some view the incident as a critical setback signaling potential delays for the highly anticipated Neutron rocket, others maintain it's a routine de-risking event integral to advanced aerospace development. The conversation centers on the implications for the company's ambitious launch schedule and recent momentum in the space sector.

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 (INTC) is experiencing a notable surge, driven by recent analyst upgrades and high anticipation for its upcoming earnings report, with investors keen on its turnaround narrative and foundry strategy. The community is actively debating whether this strong rally reflects a sustained breakout for the domestic chip manufacturer or if a "sell the news" event is imminent following the rapid pre-earnings run-up.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending as the community reacts to the NOAA finalizing rules to modernize deep-sea mining permits, coupled with an upcoming Congressional hearing featuring the company's CEO. Investors are actively discussing the heightened recognition of deep-sea minerals as a national security priority for the U.S., anticipating an expedited path to commercial recovery. This significant regulatory clarity and government focus are fueling strong bullish sentiment around TMC's long-term potential.

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 Corp (SNDK) is experiencing an unprecedented, parabolic rally, primarily fueled by strong demand for memory and data storage in the expanding AI infrastructure sector, alongside recent bullish analyst upgrades. While many celebrate its "unstoppable" momentum, a significant portion of the community warns of extreme overvaluation and potential manipulation, likening its rapid ascent to past market bubbles. This divergence creates intense debate as the company approaches its earnings report.

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

AMD is actively trending, demonstrating significant strength and outperforming amid broader market weakness, leading many in the community to anticipate further upside. Discussions highlight the company's competitive advancements in AI accelerators against rivals and its increasing CPU market share. This has investors weighing its current valuation against strong growth prospects and increasing demand across the semiconductor sector.

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 a major topic as the community highlights an intensifying memory chip shortage and robust demand for High-Bandwidth Memory (HBM) crucial for AI infrastructure. Investors are actively discussing the company's strong fundamentals and expanding margins, viewing it as a significant beneficiary of the ongoing AI buildout. This bullish outlook, reinforced by perceived institutional accumulation, often overrides concerns about market pullbacks.

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 due to Chairman Ryan Cohen's notable accumulation of one million shares over recent days, a move that is fueling widespread community speculation about a potential short squeeze. This significant insider buying, also echoed by another director, is being widely interpreted as a strong vote of confidence and reigniting discussions among investors about the stock's future, reminiscent of its past volatile rallies.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is significantly trending after announcing a favorable arbitration award against Repsol, validating its operational conduct regarding Calcasieu Pass LNG sales. This pivotal win has fueled intense bullish sentiment, with the community actively discussing a potential substantial short squeeze and a strong stock rebound. Many foresee continued upside, driven by the company's execution and persistent global demand for LNG.

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 is trending after its subsidiary, Lucid Diagnostics, secured a significant contract with the U.S. Department of Veterans Affairs for its EsoGuard esophageal precancer test. This development has ignited intense community discussion, with many anticipating a substantial short squeeze due to the stock's notably low float and comparing its potential to past volatile runners, while others express caution amidst rapid price swings.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is a major talking point as community frustration mounts over its stagnant stock performance and questions surrounding CEO Andy Jassy's leadership. Recent news, including comments on tariffs affecting pricing, a significant write-down on its Saks Global investment, and Jeff Bezos's competing satellite ambitions, are fueling discussion. However, optimism persists around AWS's accelerating growth, particularly from substantial AI investments such as Anthropic's Claude, which analysts believe could drive future performance.

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Masimo Corp. is a global technology company, which engages in the development, manufacture, and marketing of patient monitoring technologies, and automation and connectivity solutions. Its products include remote patient monitoring, connectivity, and hospital automation solutions, including Masimo Patient SafetyNet, Masimo Patient SafetyNet Surveillance, Masimo SafetyNet, Masimo SafetyNet-Open, Replica, Iris, MyView, UniView, Uniview: 60, Trace, Masimo Sleep, Centroid, and Bridge. It operates through the following segments: Healthcare and Non-Healthcare. The Healthcare segment develops, manufactures, and markets a variety of noninvasive monitoring technologies and hospital automation solutions and therapeutics. The Non-Healthcare segment designs, develops, manufactures, markets and sells a broad portfolio of premium, high-performance audio products and services. The company was founded by Joe E. Kiani in May 1989 and is headquartered in Irvine, CA.

Masimo Corp

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The S&P 500 enters 2026 after a strong run. What kind of return do you expect this year?

How will the S&amp;P 500 perform in 2026?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$1.48	--	--	N/A
Q3 '25	$1.20	$1.32	9.89%	BEAT
Q2 '25	$1.22	$1.33	8.77%	BEAT
Q1 '25	$1.21	$1.36	12.49%	BEAT
Q4 '24	$1.42	$1.80	26.32%	BEAT

MASI
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