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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 trending after its latest earnings report significantly exceeded revenue and EPS expectations and raised full-year guidance, sparking strong community discussion around its undervaluation and potential for a short squeeze. Despite broad bullish sentiment driven by its role in AI infrastructure, some investors remain cautious about margin compression and perceived market manipulation.

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Kendu

Kendu Crypto is experiencing a 'Kendu Trendu' as its highly engaged community consistently launches real-world products and initiatives, distinguishing itself as a 'permissionless brand' in the crypto space. This organic, builder-focused approach fosters strong conviction for significant long-term growth, despite broader market sentiment.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending as investors discuss its strategic shift towards short-form video and user-generated content on Paramount+, boosted by strong viewership from its recent UFC streaming debut, amidst continued uncertainty surrounding its contentious bid for Warner Bros. Discovery.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending after delivering strong recent earnings, largely driven by robust data center performance and progress in its AI GPU roadmap, prompting community discussion around whether the post-earnings dip presents a buying opportunity or reflects high valuation and typical 'sell the news' market behavior within the semiconductor sector.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma ($FIG) is experiencing intense community debate following a significant price decline that has pushed the stock below its IPO price and prior private valuation. Bulls argue it is severely oversold, citing strong fundamentals and AI integration potential, while bears emphasize persistent selling pressure, insider activity, and fears of AI disruption within a broader software sector correction.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros Discovery (WBD) is trending amid its ongoing acquisition saga as Netflix (NFLX) reportedly shifts its bid to all-cash to expedite the deal, further escalating the battle with Paramount/Skydance (PSKY) whose $30 all-cash offer and regulatory challenges spark lively community debate about WBD's true value and future.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is surging after a strong Q4 earnings beat and upbeat guidance, signaling a potential turnaround for the solar sector. The community is actively discussing substantial short interest and recent analyst upgrades, fueling speculation of a broader market recovery in solar and energy storage.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending amid a sharp sell-off driven by investor apprehension regarding its substantial OpenAI investment and the mounting costs of AI development. This has sparked a strong debate, with bears predicting further declines while bulls see a compelling buying opportunity in the oversold tech giant.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is experiencing a significant sell-off following a Q4 earnings miss, soft guidance, and an unexpected CEO transition, sparking intense debate among investors over whether the stock is an oversold deep value opportunity or a struggling payments giant facing mounting competition and strategic uncertainties.

Rambus, Inc. engages in the provision of cutting-edge semiconductor and Internet Protocol products, spanning memory and interfaces to security, smart sensors and lighting. Its products include Memory Interface Chips, Interface IP, and Security IP. The company was founded by P. Michael Farmwald and Mark A. Horowitz in March 1990 and is headquartered in Sunnyvale, CA.

Rambus Inc.

Rambus (RMBS) is trending with high volatility following its latest earnings report and Q1 guidance, which disclosed a temporary supply chain issue impacting revenue. The community is split, with many aggressively buying the dip, seeing it as a strong long-term 'memory supercycle' play for AI infrastructure, while others express caution regarding near-term execution and potential market overvaluation.

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Ormat Technologies announced a 20-year power purchase agreement with data-center operator Switch for about 13 MW of geothermal capacity, marking Ormat’s first direct PPA with a data-center company. The clean energy will be supplied from Ormat’s Salt Wells geothermal plant in Nevada, with deliveries expected to begin in the first quarter of 2030 following a major facility upgrade. 
The agreement includes an option for Ormat to expand production by adding roughly 7 MW of solar PV to support auxiliary power needs. Management highlighted the deal as evidence of rising demand for reliable, carbon-free energy from data centers, particularly as AI and high-performance computing workloads grow. 
Ormat also pointed to potential future recontracting opportunities exceeding 100 MW across its existing fleet. The partnership underscores geothermal energy’s appeal as a stable, baseload renewable source compared with intermittent wind and solar power. 
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Ormat Technologies Inc

Ormat Technologies announced a 20-year power purchase agreement with data-center operator Switch for about 13 MW of geothermal capacity, marking Ormat’s first direct PPA with a data-center company. The clean energy will be supplied from Ormat’s Salt Wells geothermal plant in Nevada, with deliveries expected to begin in the first quarter of 2030 following a major facility upgrade. 
The agreement includes an option for Ormat to expand production by adding roughly 7 MW of solar PV to support auxiliary power needs. Management highlighted the deal as evidence of rising demand for reliable, carbon-free energy from data centers, particularly as AI and high-performance computing workloads grow. 
Ormat also pointed to potential future recontracting opportunities exceeding 100 MW across its existing fleet. The partnership underscores geothermal energy’s appeal as a stable, baseload renewable source compared with intermittent wind and solar power. 
