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ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending as investors weigh its potential as an AI beneficiary against broader software sector selloffs and concerns about future corporate AI spending. The community is sharply divided, with some viewing the current price as a long-term accumulation opportunity despite heavy short-term volatility, while others fear a continued decline driven by disappointing guidance and competitive pressure.

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 surging following a preliminary update that revealed record quarterly orders exceeding $60 billion and a significant expansion in gross margins compared to prior guidance. The community is actively debating the stock's potential for a massive short squeeze, weighing these strong fundamentals against persistent skepticism regarding the company's past governance issues and transparency.

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 experiencing extreme volatility and massive trading volume as the community debates whether the heavy activity signals institutional accumulation or ongoing market manipulation. Investors are fixated on the stock's significant short interest and strategic pivot toward agentic AI, with many monitoring key resistance levels for a potential short squeeze breakout.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is seeing intense community debate and speculative trading as reports of potential contract renegotiations with major tech partners spark concerns over content access and data monetization. Investors are closely monitoring these developments as a potential catalyst ahead of the next earnings report, with many users weighing the platform's long-term leverage in the AI data landscape against short-term volatility.

Aurora Innovation, Inc. engages in the design and development of automobile hardware, software, and provision of data services. It offers the Aurora Driver which allows a vehicle to drive itself. The company was founded by Christopher Urmson, Sterling Anderson and James Andrew Bagnell in 2017 and is headquartered in Pittsburgh, PA.

Aurora Innovation Inc - Ordinary Shares - Class A

Aurora Innovation is trending as investors react to the launch of its second-generation driverless trucks, fueling optimism about upcoming commercial scaling and reduced hardware costs. While community sentiment remains split between long-term confidence in the company's autonomous freight technology and frustration over recent sideways price action, market participants are actively debating the timing of future preorder rollouts and the significance of recent insider buying.

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 trending as investors closely watch its upcoming earnings report, with the community intensely debating whether the company will raise capital expenditure guidance for AI infrastructure. Market participants are split on whether increased AI spending signals a healthy long-term growth catalyst or an unnecessary drag on margins that could trigger a broader sell-off across the software and semiconductor sectors.

Tidal Trust II - Defiance Daily Target 2x Long SMCI ETF

Defiance Daily Target 2X Long SMCI ETF

SMCX is experiencing extreme volatility following a federal indictment involving SMCI leadership and export violations, leading to massive sell-off pressure. The community remains deeply divided, with some traders attempting aggressive 'knife-catching' in hopes of a short squeeze, while others warn that the leveraged nature of the ETF and persistent decay make this a high-risk trap.

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

GE Vernova is drawing significant investor focus following mixed second-quarter earnings that missed earnings per share estimates but featured a strong revenue beat and aggressive guidance hikes, driven by massive backlog growth and surging AI data center power demand. While some investors are concerned about short-term profit-taking and tariff headwinds, the community remains largely bullish, emphasizing the company's vital role in the long-term energy infrastructure cycle.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet Inc. shares are experiencing sharp volatility following media reports suggesting delays in the launch of its Gemini 3.5 Pro AI model due to performance benchmarks falling short of internal expectations. The community is actively debating whether this is a minor development setback or a sign of deeper structural execution issues, with many investors viewing the resulting price decline as a buying opportunity in a dominant AI and cloud powerhouse.

Arrowhead Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development of medicines that treat intractable diseases by silencing the genes that cause them. The firms preclinical stage drug candidates include ARO-ANG3, ARO-AAT, ARO-APOC3, ARO-HIF2, ARO-HSD, ARO-Lung2, ARO-COV, and ARO-ENaC. The company was founded by Robert Bruce Stewart in 1989 and is headquartered in Pasadena, CA.

Arrowhead Pharmaceuticals Inc.

Arrowhead Pharmaceuticals is trending following positive Phase 3 topline results for plozasiran in patients with severe hypertriglyceridemia, which met all primary and secondary endpoints. The community is actively discussing the drug's best-in-class potential to reduce acute pancreatitis risk, while debating buyout rumors, the strategic value of the company's modular RNAi delivery platform, and concerns over patent litigation and market manipulation.

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$ROCK is there any AI data center play here?