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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending after reporting robust earnings and significantly raising its revenue guidance, with supporters celebrating a "historical breakout" driven by strong U.S. commercial and AI demand. However, the community remains divided, with skeptics highlighting the stock's elevated valuation and questioning the long-term sustainability of its growth trajectory.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending after announcing strategic acquisitions that more than double its power infrastructure capacity to 2.8 gigawatts, significantly expanding its footprint for AI and high-performance computing. The community is actively discussing this move as a strong validation of the company's pivot from traditional Bitcoin mining to a major AI infrastructure platform, with many anticipating a potential short squeeze.

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 trending as it approaches its earnings report, fueling a polarized community debate between those who see deep undervaluation and strong fundamentals with aggressive buybacks, and an overwhelmingly bearish sentiment anticipating further declines regardless of results due to a challenging fintech narrative.

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 following its recent earnings report and Q1 guidance, which triggered a significant price drop and fueled a fierce bull-bear debate. Bulls perceive the downturn as an overreaction, highlighting solid results and the company's crucial role in the booming AI and data center memory sector, while bears argue the guidance was soft and the stock remains overvalued.

Snap, Inc. operates as 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 trending as its stock has plummeted ahead of its Q4 earnings, fueling intense debate between frustrated investors demanding accountability from management and opportunistic buyers betting on a rebound, while the potential of its large user base and AR glasses remains a core talking point.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is experiencing a significant surge following reported blowout earnings and remarkably higher guidance, with analysts citing intense demand for NAND flash and enterprise SSDs amidst the burgeoning AI infrastructure buildout. This rapid ascent has fueled a heated community discussion, as some anticipate continued exponential growth driven by a memory supercycle, while others caution about an overbought market signaling a potential "blow off top" and substantial reversal.

Teradyne, Inc. engages in the development and sale of automatic test systems. It operates through the following business segments: Semiconductor Test, Robotics, and All Other. The Semiconductor Test segment designs, manufactures, and markets semiconductor test products and services. The Robotics segment includes operations related to the design, manufacturing, and marketing of collaborative robotic arms, autonomous mobile robots, and advanced robotic control software. The company was founded by Alexander V. d'Arbeloff and Nicholas DeWolf in 1960 and is headquartered in North Reading, MA.

Teradyne, Inc.

Teradyne is experiencing a significant surge after reporting strong Q4 earnings and providing upbeat Q1 guidance, which analysts attribute to robust demand for chip testing fueled by AI data center expansion. The community is actively discussing the stock's impressive move and AI-driven growth, though some express caution regarding its valuation following the sharp increase.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is experiencing a sharp decline, largely driven by its strong correlation with recent cryptocurrency market weakness and expectations of reduced prediction market activity. The community is actively discussing whether current oversold conditions present a buying opportunity or signal further downside ahead of upcoming new product reveals and earnings.

The AES Corp. engages in the provision of power generation and utility services through its renewable and thermal generation facilities and distribution businesses. It operates through the following segments: U.S. and Utilities Strategic Business Unit (SBU), South America SBU, MCAC SBU, Eurasia SBU. The U.S. and Utilities SBU segment consists of facilities in the United States, Puerto Rico and El Salvador. The South America SBU segment covers Chile, Colombia, Argentina, and Brazil. The MCAC SBU segment refers to Mexico, Central America, and the Caribbean. The Eurasia SBU segment handles operations in Europe and Asia. The company was founded by Dennis W. Bakke and Roger W. Sant in 1981 and is headquartered in Arlington, VA.

AES Corp.

The AES Corporation is trending amid reports that BlackRock's Global Infrastructure Partners is nearing a $38 billion takeover, sparking intense investor debate over the potential acquisition price. The community is weighing AES's significant debt against its strategic position in renewable energy and battery storage, crucial for powering the surging demand from AI and data centers, with many suggesting its intrinsic value warrants a substantially higher offer.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending due to its plan to raise up to $50 billion through a mix of debt and equity for AI and cloud infrastructure expansion, which has sharply divided community sentiment between those who see it as a strategic move to meet strong AI demand and those concerned about potential dilution, increasing debt, and the viability of its AI commitments.

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Morgan Stanley initiated coverage of Circle with an Equal-weight rating and a $66 price target, saying investors are unlikely to assign a higher valuation until stablecoin adoption broadens and revenue diversifies beyond crypto-related use cases. While the bank views Circle as well positioned among stablecoin issuers due to its regulatory focus and reserve structure, it believes near-term risks outweigh upside potential. 
Key risks cited include regulatory uncertainty in the U.S., a sluggish crypto market, and sensitivity to interest rates, which directly affect Circle’s interest-based revenue. Morgan Stanley added that delays around the CLARITY Act are a negative, as lawmakers continue debating whether stablecoin issuers should be allowed to pass yields to holders, an issue facing pushback from traditional banks. 
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Morgan Stanley

Circle

Morgan Stanley initiated coverage of Circle with an Equal-weight rating and a $66 price target, saying investors are unlikely to assign a higher valuation until stablecoin adoption broadens and revenue diversifies beyond crypto-related use cases. While the bank views Circle as well positioned among stablecoin issuers due to its regulatory focus and reserve structure, it believes near-term risks outweigh upside potential. 
Key risks cited include regulatory uncertainty in the U.S., a sluggish crypto market, and sensitivity to interest rates, which directly affect Circle’s interest-based revenue. Morgan Stanley added that delays around the CLARITY Act are a negative, as lawmakers continue debating whether stablecoin issuers should be allowed to pass yields to holders, an issue facing pushback from traditional banks. 
