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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 after beating Q4 revenue expectations, providing strong guidance, and announcing a $2 billion share buyback, yet experienced a massive, immediate sell-off post-open that baffled many. The community is divided, with some seeing market manipulation and a buying opportunity at deeply oversold prices, while others point to broader 'AI fears' and rate-sensitivity impacting tech valuations.

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 a significant post-earnings sell-off driven by a conservative Q1 revenue outlook, despite beating Q4 expectations. The community is sharply divided, with many viewing the dramatic decline as an overreaction or institutional manipulation, while others remain cautious about the company's growth trajectory amid broader AI concerns.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is actively discussed following its latest earnings report, where an EPS miss and cautious guidance sparked a sell-off, despite robust revenue growth and record users, fueling community debate over its undervaluation and the market's reaction to competition from Lyft and strategic autonomous vehicle expansions.

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

Astera Labs (ALAB) is experiencing significant discussion following its robust earnings beat and a strategic warrant agreement with Amazon committing to billions in product purchases, though the stock saw notable volatility as the community debates its high valuation against accelerating AI infrastructure demand.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

HubSpot Inc

HubSpot is experiencing a notable price decline, with community discussion centered on its recent earnings report and intense debate over whether AI poses an existential threat to its SaaS model or if the stock is simply oversold with strong fundamentals for a significant rebound.

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan Green in 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

Lyft Inc

Lyft is trending due to a mixed Q4 earnings report revealing strong profits and a substantial share buyback, yet disappointing active rider growth and cautious Q1 guidance, which triggered a significant stock decline. The community is actively debating whether this represents an overblown sell-off and buying opportunity or reflects deeper concerns about competition and the long-term impact of autonomous vehicles.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending significantly higher as its management clarified that HBM4 production and customer shipments are ramping ahead of schedule, assuaging recent market concerns. The community is actively discussing strong demand exceeding supply in the AI memory sector, fueling optimism and celebrating the debunking of bearish narratives.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X (CCCX) is drawing significant attention ahead of its merger with Infleqtion, a quantum technology leader, driven by its groundbreaking work and recent contracts with NASA for a space mission and the U.S. Department of Energy for energy grid optimization. Community sentiment views Infleqtion as a severely undervalued leader in the quantum sector, with many anticipating significant upside once it trades as 'INFQ' on the NYSE.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple Inc. is trending after reporting record-breaking earnings, fueled by robust iPhone demand and significant growth in China. However, community discussion is divided, with many debating if the subdued stock reaction reflects concerns over AI innovation and rising memory costs, or if it's due to perceived market manipulation despite a wave of analyst upgrades.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean (RIG) is trending due to its significant all-stock acquisition of Valaris (VAL), a deal hailed by the community as a game-changer that creates a dominant offshore drilling powerhouse with substantial synergies and backlog. Investors are actively discussing the potential for a short squeeze and a major turnaround for the sector amidst rising day rates and demand.

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$PFE this thing is a fucken beast since earnings. multiple green days while other names getting shred to pieces during earnings.

Karina

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Joe Blough

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Pfizer Inc

 this thing is a fucken beast since earnings. multiple green days while other names getting shred to pieces during earnings.

Kaspar Gierke

@thegreatkaspi been overdue for respect and the meter has officially moved from HATED to LOVED imo

 been overdue for respect and the meter has officially moved from HATED to LOVED imo