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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 A

Alphabet Inc Class A

Alphabet reported strong quarterly earnings and robust cloud growth, alongside a significantly higher-than-anticipated capital expenditure forecast for 2026, signaling aggressive AI investments. The market is actively discussing these results as a potential market-saving event and a clear commitment to AI leadership, even amidst some debate on the scale of spending.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

SNAP is trending following better-than-expected Q4 earnings and achieving profitability, alongside a substantial stock buyback, which has bulls anticipating a significant rally. However, community discussion is divided, as some investors question the muted price action and the company's Q1 guidance, while others express ongoing concerns about long-term monetization strategies and leadership in the competitive social media sector.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending after reporting strong earnings, driven by nearly 50% growth in Google Cloud and the surging valuation of Waymo, signaling broad success in AI and diverse business segments. The community is actively discussing the company's aggressive 2026 capital expenditure forecast for AI and data centers, with many viewing it as a commitment to future growth while others eye potential cost implications across the sector.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is surging amid heightened community discussion driven by Google's substantial capital expenditure, signaling strong demand for its AI infrastructure, and fresh speculation about a massive custom silicon deal with OpenAI, positioning it as a key beneficiary in the rapidly expanding AI sector.

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SPY is seeing heightened attention as Google's recent earnings and large CapEx outlook ignite a polarized debate, with investors questioning if this can stabilize the tech sector or if a broader sell-off continues amidst ongoing concerns of market manipulation and extreme volatility.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is generating buzz after reporting strong Q1 results but providing cautious Q2 guidance, citing a temporary global memory chip shortage impacting smartphone demand; the community is actively debating whether this is an overreaction, emphasizing Qualcomm's strategic growth in AI, automotive, and PC markets amidst broader semiconductor sector volatility.

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 is trending after its Q3 earnings report revealed beats on revenue and EPS driven by AI-adoption and a strong Q4 revenue forecast, yet the stock experienced an immediate dip, sparking community debate about its high valuation versus its robust long-term growth story and new 'Physical AI' division.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is trending following mixed earnings, where an EPS beat was overshadowed by slightly missed revenue and lowered guidance, causing a sharp decline in share price. The community is actively debating whether this presents an oversold buying opportunity or reflects ongoing concerns about growth and tariff impacts.

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 actively discussed ahead of its earnings report, with many expecting a strong AWS performance fueled by AI demand, while also noting recent reports of potential multi-billion dollar investments in OpenAI to enhance its AI capabilities.

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 drawing significant attention following its proposed $2 billion senior secured note offering to fund a large-scale, Amazon-leased data center, highlighting its strategic pivot into high-performance computing. Despite broader market volatility impacting the AI/data center sector, discussions emphasize strong hyperscaler contracts and institutional accumulation, with many viewing recent price action as a compelling buying opportunity.

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SAIHEAT Ltd. engages in the operation of cryptocurrency mining. It operates Bitcoin for its own account and provides full suite of services, purchase of mining machines, hosting service, and mining pool. The company was founded by Risheng Li on February 2, 2021, and is headquartered in Singapore.

SAIHEAT Ltd. - Ordinary Shares - Class A

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