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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

NVDA is trending as it approaches a $5 trillion market cap, fueled by AI optimism and potential China deal implications. The community is buzzing about new partnerships and analyst upgrades, while some express concerns about a potential bubble and overvaluation. Discussions also include the impact of Trump's potential discussions with China regarding chip sales.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv's stock is trending downwards following missed expectations and revised guidance, sparking concerns about future growth. The community is debating whether the dip presents a buying opportunity or signals deeper issues within the company, especially regarding its debt and competition. Some investors believe the sell-off is an overreaction, while others fear the company needs to adapt to emerging technologies and market dynamics.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending amid discussions around a charge related to the 777X jet delays and improved quarterly results driven by increased 737 MAX deliveries and positive cash flow, which is the first in two years. While some are frustrated by the delay and EPS miss, others see the improved cash flow as a sign of a turnaround, with potential for new orders from China also being discussed. The community is actively debating the long-term implications of these factors.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy is trending due to heightened interest in its fuel cell technology as a solution for the increasing energy demands of AI and data centers, particularly after a significant partnership announcement. The community is discussing the potential for a short squeeze and debating whether the stock is overvalued given its high P/E ratio, while also considering its growth prospects within the renewable energy sector.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending following news of a significant investment and partnership with Nvidia to advance AI-driven 5G and 6G technologies. Community discussions revolve around the potential for a short squeeze, long-term growth prospects, and comparisons to Nvidia's other successful partnerships. The move signals a renewed focus on telecom infrastructure and AI integration for Nokia, with some seeing it as a return to prominence for the company.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe's stock is trending amid discussions around its AI strategy and recent partnerships, with some investors expressing concerns about its ability to maintain market dominance against rising AI competition.  The community is actively debating whether the company is undervalued, while others point to disappointing stock performance despite seemingly positive news and reaffirmations. Some traders speculate on potential catalysts like the upcoming investor day or possible integration with other AI platforms.

$WAGMI is a community-driven meme token built on the Solana blockchain, designed to bring positivity, unity, and humor into the crypto space. The project encourages community engagement through memes, social interaction, and token-based activities. It leverages Solana’s fast and low-cost infrastructure to allow for smooth on-chain interactions, such as token transfers, community games, and NFT integration. The goal is to foster a fun, inclusive ecosystem where holders feel they are part of a larger movement – "We Are Gonna Make It."

WAGMI

WAGMI is gaining attention, with community members emphasizing conviction and long-term holding. Conversations mention its potential within the meme coin space, particularly on the SOL network, with some drawing comparisons to SHIB. The community rallies around the idea that "we're all gonna make it."

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending amid discussions around its partnerships, particularly with Nvidia and Uber, and their potential impact on autonomous driving technology. Community members are weighing the significance of these collaborations against concerns about capital needs and potential dilution. Overall sentiment appears mixed as investors assess Lucid's long-term prospects in the competitive EV sector.

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

PLTR is trending as investors discuss its potential to reach new highs, possibly exceeding $200, amid speculation surrounding upcoming earnings and a recent partnership with NVDA. Community members are actively debating the company's valuation and future prospects, with bullish sentiment fueled by the perceived strength of its AI platform. Some investors express caution, citing analyst ratings and valuation concerns.

Stride, Inc. is a technology-based educational company, which engages in the provision of proprietary and third-party curriculum, software systems and educational services. It also offers online curriculum and career services to middle and high school students, under the Destinations Career Academy brand name. The company was founded by Ronald J. Packard in 2000 and is headquartered in Reston, VA.

Stride Inc

Stride Inc ($LRN) is trending due to reactions to its latest earnings report, which featured better-than-expected results but also included revenue guidance that investors found disappointing. The community is split, with some viewing the dip as an overreaction and a buying opportunity, while others express concern over the guidance and broader market conditions. Discussions also involve the stock's high short interest and potential for a short squeeze.

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ViaSat, Inc. engages in providing communications technologies and services. It operates through the Communication Services and Defense and Advanced Technologies business segments. The Communication Services business segment provides a wide range of broadband and narrowband communications solutions across government and commercial mobility markets. The Defense and Advanced Technologies business segment develops and offers a diverse array of resilient, vertically integrated solutions to government and commercial customers, leveraging the company’s technical competencies in encryption, cyber security, tactical gateways, modems, and waveforms. The company was founded by Mark D. Dankberg and Mark J. Miller on May 1, 1986 and is headquartered in Carlsbad, CA.

Viasat, Inc.

Will Amazon.com ($AMZN) beat quarterly earnings? 
 
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Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '25	-$0.50	--	--	N/A
Q1 '25	-$0.65	-$0.43	34.11%	BEAT
Q4 '24	-$0.57	-$1.89	-231.75%	MISSED
Q3 '24	-$0.82	-$1.23	-49.54%	MISSED
Q2 '24	-$0.54	-$1.07	-99.94%	MISSED

VSAT
Viasat, Inc.

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