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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

NVIDIA is trending after delivering an impressive earnings beat and strong guidance, affirming its central role in the AI industrial revolution. However, community discussion reflects frustration over the muted stock reaction, with many attributing it to market manipulation targeting options and ongoing concerns about export restrictions impacting its China revenue.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holding PLC (ADR)

Rolls-Royce (RYCEY) is trending strongly as the company reported a significant rise in annual profits and announced a major share buyback program, fueling community enthusiasm for its robust turnaround and promising future across its civil aerospace, defense, and power systems segments.

Snap, Inc. is 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 Inc. is at a pivotal moment, having recently announced profitability and robust growth in its Snapchat+ subscription base, now exceeding 25 million users and driving a $1B annualized direct revenue run rate. While many in the community are bullish on this fundamental shift and the potential of its AR/AI Smartglasses, others express frustration over the stock's current valuation and perceived market manipulation.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is trending following a sharp sell-off post-Q4 earnings, as conservative Q1 revenue guidance overshadowed its beat on both Q4 EPS and revenue. The community is fiercely debating management's strategic decisions, with widespread calls for CEO accountability amidst accusations of value destruction, while others argue the stock is now severely undervalued and ripe for a potential buyout despite intense frustration from long-term holders.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Taiwan Semiconductor is trending following exceptional Q4 earnings and strong 2026 guidance, which notably exceeded expectations and is seen by many as solidifying the AI supercycle's continued strength and demand for advanced chips. This pivotal role in the global semiconductor supply chain is underscored by a recent US-Taiwan trade deal offering tariff relief and encouraging increased domestic production.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is surging after reporting strong Q4 earnings that significantly beat expectations, driven by robust growth in USDC adoption and transaction volume. This performance is fueling a massive short squeeze, with the community actively debating its long-term potential as a foundational digital dollar infrastructure amidst ongoing anticipation for stablecoin regulatory clarity.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is surging following a blowout Q4 earnings report that exceeded expectations and provided strong guidance, with investors highlighting strategic acquisitions and significant government contract awards as catalysts for continued growth and potential short covering.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix is trending as investors digest mixed Q4 results, where an EPS beat and a smart eyewear purchase order are countered by lower Q1 revenue guidance and extended timelines for critical smartphone qualification. The community is sharply divided, with many expressing deep frustration over persistent manufacturing yield concerns and continuous delays, while others emphasize the company's substantial cash, new operational leadership, and the long-term potential of its advanced battery technology.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is seeing significant buzz following its launch of 24/5 commission-free stock and ETF trading for US users, positioning itself as a comprehensive financial app. The community is keenly observing the potential for a short squeeze and the implications of regulatory clarity on stablecoin rewards, as the stock moves in tandem with broader crypto market sentiment.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is trending due to a strong Q4 earnings beat and the launch of its Uber Air taxi service in Dubai, setting the stage for passenger flights later this year. This significant commercial milestone, along with strong progress in FAA certification and deepening manufacturing alliance with Toyota, is driving optimistic community discussion, even as a recent capital raise prompts active debate on dilution effects and buying opportunities.

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Travel + Leisure Co. engages in the provision of hospitality services and travel products. It operates through the Vacation Ownership and Travel and Membership segments. The Vacation Ownership segment is involved in developing, marketing, and selling vacation ownership interests to individual consumers, providing consumer financing in connection with the sale of vacation ownership interests, and providing property management services at resorts. The Travel and Membership segment focuses on the operations of travel businesses, including three vacation exchange brands, travel technology platforms, travel memberships, and direct-to-consumer rentals. The company was founded in 1990 and is headquartered in Orlando, FL.

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