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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 currently driving intense conversation after its recent earnings report significantly beat expectations and delivered robust guidance, sparking strong bullish sentiment around its AI growth while also reigniting debates over its high valuation.

Teradyne, Inc. engages in the development and sale of automatic test systems. It operates through the following business segments: Semiconductor Test, Robotics, and All Other. The Semiconductor Test segment designs, manufactures, and markets semiconductor test products and services. The Robotics segment includes operations related to the design, manufacturing, and marketing of collaborative robotic arms, autonomous mobile robots, and advanced robotic control software. The company was founded by Alexander V. d'Arbeloff and Nicholas DeWolf in 1960 and is headquartered in North Reading, MA.

Teradyne, Inc.

Teradyne (TER) is trending after reporting strong Q4 earnings and issuing Q1 guidance significantly above analyst expectations, driven by robust AI-related demand in compute and chip testing. The community is actively discussing the impressive beat and notable after-hours price surge, with many anticipating continued momentum from the expanding AI sector.

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's stock is trending lower despite reporting strong earnings and an announced $7 billion share buyback, as the community actively debates the post-earnings sell-off and anticipates clarity on CEO succession amidst its multi-year underperformance.

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

TeraWulf is trending after announcing strategic acquisitions that more than double its total infrastructure capacity to 2.8 GW, significantly expanding its footprint for high-performance computing and AI data centers. The community views this as a "transformational" move, anticipating a potential short squeeze and a re-rating of the stock as it solidifies its position as a key AI infrastructure player.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is experiencing intense debate and price pressure amid its lock-up expiration, which has sparked widespread concerns over insider selling and its valuation. The community is sharply divided, with many seeing the stock as an oversold opportunity for a market-leading design platform, while others criticize it as an overhyped IPO facing headwinds from AI advancements.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as hyperscalers like Microsoft and Meta signal unprecedented demand for AI infrastructure, with investors looking to upcoming earnings for further catalysts amidst community debate over recent stock volatility and long-term potential.

Hyperliquid is a performant L1 optimized from the ground up. The vision is a fully onchain open financial system with user built applications interfacing with performant native components, all without compromising end user experience.   The Hyperliquid L1 is performant enough to operate an entire ecosystem of permissionless financial applications – every order, cancel, trade, and liquidation happens transparently on-chain with block latency &lt;1 second. The chain currently supports 100k orders / second.  The Hyperliquid L1 uses a custom consensus algorithm called HyperBFT which is heavily inspired by Hotstuff and its successors. Both the algorithm and networking stack are optimized from the ground up to support the L1.   The flagship native application is a fully onchain order book perpetuals exchange, the Hyperliquid DEX. Further developments include a native token standard, spot trading, permissionless liquidity, etc.

Hype

HYPE CRYPTO is surging amid significant institutional interest and robust token buybacks, with its Hyperliquid platform breaking volume records and expanding accessibility. The community is hotly debating its potential to become a top-tier crypto, driven by its perceived "insane relative strength" and ongoing developments.

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 generating significant discussion ahead of its earnings report, with widespread frustration over its prolonged decline juxtaposed against a segment of investors highlighting its deep value, low P/E ratio, and ongoing share buybacks as potential catalysts for a rebound.

Perspective Therapeutics, Inc. is a medical technology and radiopharmaceutical company, which engages in the provision of treatment applications for cancers. The company was founded in 1983 and is headquartered in Seattle, WA.

Perspective Therapeutics Inc

Perspective Therapeutics (CATX) is trending with high volume after an announced $175 million equity offering, polarizing the community between those who see it as a strategic move attracting institutional interest and extending cash runway, and others concerned about dilution. This comes amidst speculation around a potential buyout and reduced competition in the radiopharmaceutical sector, following Sanofi's deprioritization of a competing therapy.

Algorand is a scalable, secure, and decentralized digital currency and smart contract platform. Its protocol uses a variation of Proof-of-Stake (PoS) called Pure PoS (PPoS) to secure the network and reach consensus on block production. Developers can build decentralized applications (dApps) using familiar programming languages, including Python, which Algorand supports natively. Its infrastructure enables various use cases, including payment systems, digital identity solutions, supply-chain tracking, and financial services. The protocol's architecture allows for tokenization of assets and the development of smart contracts, while its technical specifications support both retail users seeking basic transaction capabilities and enterprises requiring more, complex, blockchain solutions.

Algorand

Algorand is drawing significant attention following the Foundation's announcement of new board members and its relocation to the US, which has ignited intense community debate over management, potential token supply adjustments, and the project's long-term viability, while some investors view current prices as a prime accumulation opportunity amid wider crypto optimism.

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Penguin Solutions Releases ICE ClusterWare Management Software 13.0 for Optimizing AI Infrastructure

Penguin Solutions, Inc. ('Penguin Solutions') (Nasdaq: PENG), a leading provider of high-performance computing and AI infrastructure solutions, today announced the release of ICE ClusterWare software...

Penguin Solutions Fault Tolerance Platforms Now Support Oracle Database Applications

Penguin Solutions, Inc. ('Penguin Solutions') (Nasdaq: PENG), a leading provider of high-performance computing and AI infrastructure solutions, today announced the general availability of the Oracle...

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

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