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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom shares recovered from an initial decline following third-quarter results as the company provided an aggressive long-term outlook, projecting AI semiconductor revenue to reach $230 billion by fiscal 2028. While some market participants remain skeptical of the sustainability of this growth and express frustration over the stock's volatility, sentiment has skewed bullish as traders focus on the company's strong guidance and demand from major AI hyperscalers.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake shares rallied significantly following strong fiscal second-quarter results and an increase to full-year guidance, with investors highlighting rapid enterprise adoption of the company's AI coding assistant as a key growth catalyst. While bulls celebrated the beat and raised outlook, the community remains divided, with skeptics pointing to the company's persistent GAAP losses, high forward price-to-earnings ratio, and heavy stock-based compensation as concerns despite the positive sentiment.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies shares experienced high volatility, surging initially following a strong earnings report and raised annual revenue guidance driven by robust AI server demand, before paring those gains as investors weighed the news against broader market uncertainty. Traders are debating whether the recent price action indicates a broader upward trend or a classic "sell the news" event exacerbated by institutional trading strategies.

Ultragenyx Pharmaceutical, Inc. is a biopharmaceutical company, which engages in the identification, acquisition, development, and commercialization of novel products for the treatment of genetic diseases. Its products include Crysvita, Mepsevii, Dojolvi, and Evkeeza. The company was founded by Emil D. Kakkis in April 2010 and is headquartered in Novato, CA.

Ultragenyx Pharmaceutical Inc.

Ultragenyx Pharmaceutical Inc

Ultragenyx shares dropped sharply following the failure of its experimental Angelman syndrome drug, apazunersen (GTX-102), to meet its primary and secondary endpoints in a late-stage trial. While some traders express concern over the company's pipeline and cash runway, others view the sell-off as an overreaction, pointing to existing commercial revenue streams and upcoming regulatory catalysts as potential sources of recovery.

VanEck ETF Trust - VanEck Gold Miners ETF

VanEck Gold Miners ETF

GDX is experiencing high volatility as traders react to shifting expectations for Federal Reserve monetary policy and concerns over U.S. debt levels and economic stability. Investors are closely monitoring the potential for rate adjustments, with technical analysts highlighting critical support and resistance levels as the market debates whether the recent move is a sustainable breakout or a temporary correction.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology shares dropped sharply following its latest quarterly report, as investors expressed concerns over margin compression and potential slowing in its optical business ramp despite an earnings beat and raised guidance. While some traders view the sell-off as an overreaction that creates a buying opportunity for long-term growth in AI connectivity, others are concerned by the stock's technical breakdown and the potential for further near-term volatility.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently trending amid volatility surrounding an expanded regulatory review requested by SpaceX regarding its proposed acquisition of Iridium Communications. While retail sentiment remains divided, investors are weighing the long-term potential of the acquisition and the company's end-to-end space capabilities against recent launch delays and concerns over market-wide interest rate risk.

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 experiencing significant attention following a strong Q2 earnings report where revenue growth and profitability exceeded Wall Street expectations, sparking a double-digit price surge. While some investors remain cautious about valuation and competitive risks from AI, others are focused on the company's momentum in merchant solutions and free cash flow generation.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

Investors are focused on Fervo Energy following a major power purchase agreement with Google to supply 396 megawatts of geothermal power by 2028. While bulls highlight this deal as a strong fundamental validation of the company's enhanced geothermal technology for data centers, bears express concerns regarding the company's lack of current profitability, high debt levels, and the extended timeline for project delivery.

Anthropic

Anthropic is currently a focal point of intense market attention driven by high-profile infrastructure partnerships, significant capital raises, and active preparations for a highly anticipated IPO. Discussions among the community largely revolve around the company's competitive position in the AI landscape, its recent legal and regulatory challenges, and the potential impact of its infrastructure spending on the broader market.

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$MGNI the beauty of all this is once remedies are revealed management will have a fiduciary duty to provide projections on the impact on the business as these projections are also what figures into how Google’s feet are held to the fire - no more beating around the bush with statements about generational opportunities - “we project an x% increase in revenues when these remedies are fully in place and if we don’t achieve these numbers Google is still cheating.”

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Magnite Inc

 the beauty of all this is once remedies are revealed management will have a fiduciary duty to provide projections on the impact on the business as these projections are also what figures into how Google’s feet are held to the fire - no more beating around the bush with statements about generational opportunities - “we project an x% increase in revenues when these remedies are fully in place and if we don’t achieve these numbers Google is still cheating.”