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The Kraft Heinz Co. engages in the manufacture and market of food and beverage products. It operates through the North America and International geographical segments. The company was founded on July 2, 2015, and is headquartered in Pittsburgh, PA.

Kraft Heinz Co

Kraft Heinz is actively discussed as it pivots away from its planned company split and commits to a significant domestic investment, with community sentiment boosted by the new CEO's strategic direction, a substantial dividend yield, and potential benefits from recent Supreme Court tariff decisions.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group Corp. (DJT) is trending amidst community concerns over new global tariffs imposed by Donald Trump after the Supreme Court struck down previous ones, coupled with a filing that could allow Trump's trust to sell a substantial amount of stock, fueling fears of dilution and the stock's long-term viability.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending as a new wave of 15% global tariffs enacted by Trump, following a Supreme Court decision, ignites fears of a market downturn among bears, while bulls remain hopeful for a swift reversal amidst broader economic uncertainty and an ongoing crypto sell-off.

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 due to contrasting views on its aggressive AI cloud expansion, with recent Air Force and CMS contracts bolstering bullish sentiment, while significant debt, ongoing legal challenges, and general AI bubble fears fuel bearish concerns among investors. The community is actively debating whether its massive capital expenditures for AI infrastructure will yield long-term dominance or lead to further financial strain.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTX is trending higher on the heels of strong financial results and significant new defense contract awards, with community discussion centered on the aerospace and defense leader's pivotal role amidst escalating global tensions and renewed proposals for substantially increased military budgets.

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 (RBRK) is trending amidst a significant sell-off in the cybersecurity sector, largely triggered by initial market concerns over Anthropic's Claude Code Security, though many in the community argue RBRK, focused on post-breach recovery and resilience, has negligible exposure and could even benefit from increased AI-driven threats. Despite strong preliminary Q4 results and analysts maintaining buy ratings, the stock has been pressured by broader software valuation compression, creating a stark divide between those calling it 'garbage' and others seeing a 'buying opportunity' given its critical role in data security and robust fundamentals.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is surging following overwhelmingly positive Phase 2 S-OLARIS trial results for sonelokimab in axial spondyloarthritis, which showcased an 81% ASAS40 response rate and early signs of disease modification. The community is buzzing with extreme bullishness, citing these best-in-class results, robust financials, and anticipated short-covering as key drivers ahead of a highly awaited Investor Day.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is gaining attention as investors balance concerns over upcoming earnings, still heavily tied to Bitcoin mining, against growing institutional confidence in its significant pivot to AI data center infrastructure. The community is actively discussing its major hyperscaler contracts and the potential for new deals to further accelerate its transition and decouple from cryptocurrency volatility.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is trending as preliminary revenue results, driven by robust demand for its critical compound semiconductor substrates in AI/data center connectivity, surpassed expectations. This positive momentum, further bolstered by recent China export permit approvals, highlights community discussion around its pivotal role in the burgeoning AI optical supply chain.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is trending as its AI chip unit, Kunlunxin, has confidentially filed for a Hong Kong IPO, a move expected to unlock significant value and capitalize on China's AI push. The community is also buzzing about the company's new substantial share repurchase program and its inaugural dividend policy, which are seen as strong commitments to shareholder returns.

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