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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 following a significant plunge after an earnings miss and weak guidance, compounded by a CEO shake-up. The community is sharply divided, with some calling it an obsolete "dinosaur" while others view its low valuation and strong cash flow as a compelling buying opportunity.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending after its Q2 earnings significantly beat revenue and EPS estimates, coupled with an increased FY26 revenue forecast, fueling investor optimism for its role in AI infrastructure. Despite strong top-line growth and community calls of undervaluation, ongoing concerns about gross margin compression and alleged market manipulation remain key discussion points.

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

AMD is trending after beating earnings and revenue estimates, but a significant after-hours sell-off has ignited community debate, with many viewing it as market manipulation to destroy options before a rebound, while others point to high AI growth expectations and perceived modest guidance as catalysts for the dip.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending amidst reports of US security reviews stalling its H200 AI chip sales to China, leading to paused orders, while community discussion focuses on CEO Jensen Huang's denials of "drama" surrounding the company's significant investment plans with OpenAI.

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 ($FIG) is trending amid a sharp price decline to new lows, with community discussions largely centered on significant insider selling and the impending impact of lock-up expirations. While bulls view the current valuation as a compelling buying opportunity for a leading design platform integrating AI, bears are concerned about fundamental challenges and the stock potentially being rendered obsolete by broader AI advancements.

Magnite, Inc. provides a technology solution to automate the purchase and sale of digital advertising inventory for buyers and sellers. It features applications and services for digital advertising sellers including websites, mobile applications, and other digital media properties. The company was founded by Frank Addante, Duc Chau, Craig Roah, Julie Mattern and Brian D. Baumgart on April 20, 2007 and is headquartered in New York, NY.

Magnite Inc

Magnite is trending due to a significant post-earnings sell-off that has exacerbated a broader downturn in the ad tech sector, with many in the community expressing frustration over management's conservative guidance and belief that the stock is oversold. Investors are actively discussing the disproportionate drop and eagerly awaiting clarity from the Google antitrust remedies and further monetization of CTV partnerships.

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 C

Alphabet is actively trending ahead of its highly anticipated earnings, fueled by community debate over its positioning as the leading AI player against competitors and the mixed sentiment surrounding Waymo's recent valuation surge alongside new safety investigations.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending amid a persistent sell-off driven by broader software sector weakness and sustained CEO share sales, even as bulls fiercely accumulate, convinced of its deeply undervalued position as a leader in Agentic AI and enterprise automation with robust fundamentals.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is experiencing a sharp sell-off amid investor concern that Google's Project Genie AI for generating virtual worlds threatens its business. However, a significant portion of the community views this as an irrational overreaction and a prime buying opportunity, arguing that AI tools will ultimately enhance Unity's role in game development.

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 experiencing heightened interest following its $175 million equity offering that secured significant institutional backing, strategically funding its oncology pipeline. This development, alongside a key competitor's program deprioritization, is driving extensive community discussion about CATX's strengthened position and potential for a premium buyout in the radiopharmaceutical market.

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Tuya, Inc. is a global AI cloud platform service provider dedicated to bringing AI into everyday life. Through its TuyaOpen open-source development framework and universal AI Agent engines, including the AI Agent development platform, Tuya integrates multimodal AI capabilities to lower barriers for AI development, efficiently advancing the realization of AI-driven lifestyles and accelerating AI integration with the physical world. The company offers innovative physical AI solutions for smart devices, commercial applications, and industry developers through its cloud computing and spatial intelligence capabilities. It also provides a complete, open, and neutral global AIoT ecosystem. Tuya was founded by Liao Han Chen, Alex Yang, Ruixin Zhou, and Xue Ji Wang on June 16, 2014 and is headquartered in Hangzhou, China.

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