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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 trending following its earnings report, which saw a beat on Q4 results but softer-than-expected Q1 revenue guidance, leading to a sharp sell-off. The community is actively debating whether this decline is an overreaction to conservative projections and a perceived AI threat, or a valid response to concerns about sustained profitability and competitive pressures in the software development and advertising sectors.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending following its Q4 earnings report, where an EPS beat was overshadowed by a revenue miss primarily driven by a significant decline in crypto trading activity. The community is sharply divided between those who see the dip as a buying opportunity, citing strong growth in other segments and new product launches like prediction markets, and those who believe the stock remains overvalued and too dependent on volatile crypto markets.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending upward following a strong Q4 earnings beat, optimistic Q1 guidance, and the announcement of a $2 billion share repurchase program. The community is buzzing about the company's consistent growth, impressive free cash flow, and successful AI integration, driving a distinctly bullish outlook.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is actively discussed following stronger-than-anticipated jobs data, which has divided the community between those questioning the veracity of the numbers and others expecting continued market upside, despite the potential implications for future interest rate adjustments.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is trending after its Q4 earnings report, which showed revenue growth and optimistic long-term guidance, yet a muted market reaction has ignited debate among investors about potential market manipulation and the company's resilience against broader credit cycle risks.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. It also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment offers products and services sold for applications within the data center, communication networks, and commercial and industrial markets in North America and Latin America. The Asia Pacific segment includes products and services sold for applications within the data center, communication networks, and commercial or industrial markets throughout Greater China, Australia and New Zealand, Southeast Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Columbus, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv Holdings (VRT) is surging following strong earnings and optimistic 2026 guidance, fueled by record backlogged orders and robust demand for its AI data center infrastructure solutions, while the community actively debates its premium valuation amidst this significant growth.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is actively discussed as market participants keenly await the January jobs report, with community sentiment sharply divided on its accuracy and implications for future interest rate cuts, amidst broader concerns about market manipulation.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is experiencing a sharp sell-off, with T-Mobile's new AI translation service fueling broader concerns about AI's impact on language learning platforms. While many in the community debate if the stock is now deeply oversold given its strong fundamentals, others fear its business model faces increasing obsolescence.

BlackRock Institutional Trust Company N.A. - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is trending amidst intense debate following soft retail sales data and contentious job reports, with bulls anticipating imminent rate cuts and a bond rally while bears fear rising yields due to the Fed's hawkish stance and perceived fiscal irresponsibility.

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Vemanti Group, Inc. is a technology-driven investment holding company, which focuses on blockchain applications combined with other emerging technologies. Through its subsidiaries, it offers unified communications, data center services, content delivery, voice over Internet protocol, and cloud computing. The company was founded by Tan Tran on April 3, 2014 and is headquartered in Irvine, CA.

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