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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 due to accelerated U.S. efforts to streamline deep-sea mining permits, highlighted by a White House Press Secretary re-post of relevant news and an upcoming Congressional hearing featuring TMC's CEO. The community is highly bullish, anticipating a major breakout as regulatory clarity aligns with the growing recognition of deep-sea minerals as a national security priority. Many believe these developments signal significant long-term potential for the company.

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 is experiencing a powerful rally, driven by analyst upgrades and the narrative of unprecedented demand for memory and data storage, particularly from the expanding AI infrastructure. This momentum is fueled by reports of memory producers prioritizing profit over increased NAND output amidst supply constraints, leading to a significant short squeeze. While many investors celebrate substantial gains, the community is intensely debating whether the stock's parabolic ascent signifies a new market leader or an unsustainable, manipulated bubble ahead of its upcoming earnings.

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 (ORCL) is trending as community discussion intensifies around a potential TikTok deal closure, which many anticipate will lead to a significant short squeeze and price rally. Conversely, substantial concern persists regarding the company's mounting debt from AI infrastructure investments and criticisms of management, fueling sharp volatility and a debate over Oracle's long-term cloud strategy versus immediate financial pressures.

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 is trending with significant upward momentum, driven by strong anticipation for its upcoming earnings report and recent analyst upgrades. The community is actively discussing Intel's strategic position in domestic chip manufacturing, potential government contracts, and the positive impact of its advanced process nodes on AI and server demand. While many are optimistic about a sustained rally, some express caution regarding a potential "sell the news" event following the substantial pre-earnings run.

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 dominating financial discussions after Chairman Ryan Cohen expanded his stake, acquiring an additional 500,000 shares. This bold insider buy has ignited fervent community speculation about a potential market catalyst, renewing hopes for a significant move in the high short interest stock. While some express frustration over muted price action, many view Cohen's increasing ownership as a definitive signal of underlying value and a potential turning point.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is seeing a significant surge, primarily fueled by encouraging long-term data from its personalized cancer vaccine for melanoma, developed in collaboration with Merck. The positive 5-year follow-up results, demonstrating sustained improvement in recurrence-free survival, are exciting the community who believe this positions the company for substantial future growth beyond its initial vaccine success. Many investors are actively discussing its potential revaluation, arguing it is currently undervalued compared to peers given this therapeutic pipeline expansion.

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 (PAVM) is trending due to its subsidiary, Lucid Diagnostics, securing a significant U.S. Department of Veterans Affairs contract for its EsoGuard Esophageal DNA Test. The community is actively discussing a potential short squeeze, drawing comparisons to other low-float tickers like SMX, and highlighting the perceived undervaluation relative to the vast market opportunity this contract presents within the VA healthcare system. While some express caution about profit-taking or potential dilution, many anticipate substantial upward movement.

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 (AMD) is a top trending stock, with discussions centering on reports of a CPU supply shortage that is seen as redirecting demand toward the company and potentially impacting competitors. The community is sharply divided between those who believe it's a strong growth play benefiting from exploding AI compute demand and those cautioning about an overextended valuation following its significant market performance.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares ETF (GLD) is experiencing significant upward momentum, driven by widespread investor uncertainty stemming from escalating geopolitical tensions, including recent US-Europe trade disputes and discussions surrounding Greenland. The community is fiercely divided, with many viewing gold as an essential safe-haven against a backdrop of global instability, while others anticipate a sharp correction for what they deem an overextended rally.

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 (MU) is experiencing significant attention amidst an AI-driven memory super-cycle, marked by unprecedented demand for HBM and DRAM. Community discussions highlight strong analyst upgrades and recent insider buying, reinforcing a widely bullish sentiment that views the company as a key performer in the semiconductor sector with compelling future prospects despite some calls for caution.

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The RMR Group, Inc. is a holding company, which engages in the provision of management services to manage equity real estate investment trusts and operators. The company was founded in 1986 and is headquartered in Newton, MA.

RMR Group Inc (The) - Ordinary Shares - Class A

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