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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Despite NVIDIA reporting record-breaking earnings and strong guidance, the stock is seeing a notable post-earnings pullback, sparking community debate about "sell the news" dynamics, market manipulation, and the impact on options.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending following a reported financial turnaround and an improved outlook, driven by new Material Transfer Agreements, particularly in oncology, and securing a non-dilutive credit facility. The community is actively discussing the company's strategic pivot to its Matrix-M adjuvant platform and the potential for a significant short squeeze.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy is trending after a substantial earnings and guidance miss triggered a sharp sell-off, igniting a fierce debate among investors. Many view the dip as an overreaction and a strategic buying opportunity for its energy storage technology, while a vocal segment criticizes management's credibility and forecasts further downside.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is trending after weak Q1 guidance overshadowed a Q4 earnings beat, leading to a sharp sell-off and analyst downgrades. The community is fiercely debating whether this represents an oversold 'bargain' given strong fundamentals and a new buyback program, or if decelerating growth and competitive concerns signal further downside.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is rallying sharply following a strong earnings beat, robust revenue growth, and key announcements including a major quantum-secure network deployment in Europe and a significant defense contract. The community is actively debating if current momentum, fueled by short-squeeze potential and strategic wins, can overcome persistent valuation concerns in the evolving quantum computing sector.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending with immense community anticipation surrounding its imminent earnings report, bolstered by recent expansion into India and the launch of a new AI sales agent, driving discussions of a potential short squeeze given its patented agentic AI and high short interest.

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 is drawing significant community attention ahead of its earnings, with optimism stemming from its vital role in AI infrastructure through custom ASICs and networking, along with projections for doubling AI revenue and substantial chip sales by 2027. This bullish outlook contrasts with some investors' anxieties over broader market movements and potential margin impacts.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is trending following a significant Q4 earnings beat and positive commentary at the CAGNY conference, which detailed substantial distribution and shelf space expansion for its brands, including Alani Nu, through the PepsiCo partnership. The community is enthusiastically anticipating a continued rally driven by market share gains, although some shareholders express concerns about management's strategic decisions and speculate on a potential, lower-valued PepsiCo acquisition.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix Corp is trending as investors grapple with its first significant commercial purchase order for smart eyewear batteries, signaling validated technology, against continued delays in achieving smartphone battery qualification with a major OEM. The community is actively debating if the smart eyewear win and share buyback program signal a turning point for its advanced silicon-anode tech, or if persistent manufacturing hurdles will continue to challenge its ambitious timelines.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is trending as its solid earnings and a substantial $50 billion share buyback program overshadow the market's initial negative reaction to conservative guidance. Community sentiment highlights a potential rotation from chip stocks to software, reinforced by arguments that AI will enhance, not replace, enterprise software, making CRM an attractive, undervalued play.

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Markets have recently been dominated by the “SaaSpocalypse” narrative, with investors selling traditional software companies like Salesforce, ServiceNow, SAP, Cadence, Synopsys, and IBM on fears that agentic AI will replace enterprise software. 
However, Jensen Huang, CEO of NVIDIA Corporation , argues that view is fundamentally wrong. His thesis: AI agents won’t eliminate software tools — they will use them at massive scale. 
Rather than rebuilding digital systems from scratch, companies will deploy AI agents to operate within existing platforms such as ServiceNow, SAP, Cadence, and Synopsys. These agents act as machine-scale power users, increasing software utilization. 
Huang says NVIDIA is already seeing a surge in compilers, scripts, and software instances — driven not by more employees, but by more AI agents — suggesting usage of enterprise tools could rise, not fall. 
$NVDA $CRM $NOW $SAP

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ServiceNow Inc

SAP AG

Markets have recently been dominated by the “SaaSpocalypse” narrative, with investors selling traditional software companies like Salesforce, ServiceNow, SAP, Cadence, Synopsys, and IBM on fears that agentic AI will replace enterprise software. 
However, Jensen Huang, CEO of NVIDIA Corporation , argues that view is fundamentally wrong. His thesis: AI agents won’t eliminate software tools — they will use them at massive scale. 
Rather than rebuilding digital systems from scratch, companies will deploy AI agents to operate within existing platforms such as ServiceNow, SAP, Cadence, and Synopsys. These agents act as machine-scale power users, increasing software utilization. 
Huang says NVIDIA is already seeing a surge in compilers, scripts, and software instances — driven not by more employees, but by more AI agents — suggesting usage of enterprise tools could rise, not fall. 
