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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 after its latest earnings report missed expectations and included a weak outlook, further complicated by the announcement of a CEO transition. Community sentiment is polarized, with widespread frustration over perceived underperformance and leadership changes, while others see the sharp valuation drop as an overreaction given the company's strong cash flow and low P/E.

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 trending after blowing past Q4 earnings expectations and issuing blockbuster guidance for Q1 and FY26, driven by accelerating US commercial revenue and cementing its position as a clear AI leader. While many celebrate its "n of 1" growth story and potential for new highs, others remain wary of its high valuation and the sustainability of its rapid expansion.

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 due to a major analyst's price target reduction and investor frustration over management's silence regarding recent CFO turnover, fueling heated community debate between those seeing a 'falling knife' and those buying the 'dirt cheap' dip amidst broader software sector pressure.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets and Data Centers. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is trending after its latest earnings report missed expectations, fueling community frustration over its persistent correlation to volatile crypto markets and perceived underperformance against peers. However, a significant portion of the community remains optimistic, banking on the completed Helios AI data center campus and its CoreWeave contract, strengthened by recent strategic investments from NVIDIA, to drive future growth and a re-evaluation of its infrastructure potential.

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 as its recent earnings report is met with investor frustration over the stock's lackluster performance, despite the company showcasing promising mid-stage trial results for its experimental obesity drug. The community is actively debating management's strategy and the pipeline's potential for future growth amidst patent challenges, while many continue to hold for its long-term dividend.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

WULF is generating significant buzz following its acquisition of two new sites, which more than doubles its digital and power capacity to 2.8 GW, cementing its focus on AI and high-performance computing; investors are keenly debating the potential for a short squeeze and a significant re-valuation against its industry peers.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending following its recent earnings, as market sentiment is heavily influenced by concerns surrounding its significant investment in OpenAI and perceived underperformance. The community is actively debating whether current price action represents a 'buy the dip' opportunity or reflects ongoing pressure, with many pointing to broader market dynamics and potential manipulation.

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 following the appointment of Josh D'Amaro as CEO, which, despite a strong earnings beat fueled by record parks revenue and a $7B share buyback, saw the stock notably dip, leading to community discussion around the leadership change and the market's seemingly contradictory reaction.

Amprius Technologies, Inc. engages in the development, manufacture, and market lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the United States and Rest of the World geographical segments. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is trending following its strategic US manufacturing collaboration for high-performance silicon anode battery production, which has analysts raising price targets and community members anticipating substantial new orders. Investors are confident in the company's leading battery technology and its role in the rapidly expanding defense and drone markets.

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 gaining significant attention as investors await its earnings report, amid widespread discussion about potential multi-billion dollar investments in AI leader OpenAI and recent corporate job cuts, both seen as strategic moves to bolster its leadership in cloud services and the broader AI landscape.

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