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BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys quarterly earnings beat and raised outlook, with record QNX performance and major automotive software design wins, are driving attention. Traders are bullish on QNXs royalty and Physical AI potential, while others question the near-term payoff and point to volatile, sell-the-news trading and softer Secure Communications expectations.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas rally is being tied to its Phase 3 melanoma cancer-vaccine results and optimism about the mRNA pipeline beyond COVID vaccines, with traders also watching for fuller trial data at the ESMO presentation. Bulls point to oncology potential and momentum, while skeptics argue the gains outpace the evidence and current fundamentals, fueling debate over a possible short squeeze versus a pullback.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas Muse AI agent and its expansion into wearables, shopping integrations, and other hardware are driving attention, alongside a sharp rally that traders link to optimism about new AI-driven growth. Bulls see broad distribution and monetization potential, while skeptics question Muses adoption and profitability and warn that the run looks overextended.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. 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

AMDs sharp rally to record highs is drawing attention, with traders tying momentum to the AI and data-center growth story and possible short-covering. Bulls see room for further gains, while skeptics argue the run has pushed valuation well ahead of fundamentals and expect a pullback.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels sharp rally is being tied by traders to a broader semiconductor upswing and expectations that AI-agent workloads could boost CPU demand following the Muse discussion. Speculation about foundry partnerships and other announcements remains unconfirmed; bulls see turnaround momentum, while skeptics warn of profit-taking after the run.

The Ondo Foundation was founded in 2022 as an independently governed and nonprofit Cayman Islands Foundation Company with no beneficial owners. The Ondo Foundation assisted in the launch of the Ondo DAO, which deployed and currently governs Flux Finance, the first lending protocol supporting tokenized securities as collateral.  ONDO token holders are entrusted with shaping the future of the Ondo DAO so that it continues to pursue its mission to democratize access to institutional-grade finance. The Ondo DAO gives ONDO holders specific rights pertaining to Flux Finance, which is currently governed by the Ondo DAO.

Ondo

ONDOs sharp rally is drawing attention, with traders connecting the move to its real-world-asset tokenization narrative and DTCC-related developments. Bulls see renewed momentum in the institutional adoption story, while others question whether ONDO holders will benefit without a fee switch or other value-accrual mechanism.

London-based Quant Network is set to revolutionise blockchain technology with the development of their blockchain operating system Overledger. The experienced team are determined to fulfil the original vision of the internet by creating an open trusted network for people, machines, and data to operate securely and safely.  Overledger -the first interoperable blockchain operating system that facilitates internet-scale development of decentralised, multi-chain applications. Overledger has the ability to unlock and distribute value and applications across current and future blockchains. It is an agnostic platform that connects the world's networks to blockchains and ensures you're not limited to any single a vendor or technology. Overledger is the only platform that facilitates the development of internet-scales development of decentralised, multi-chain applications.

Quant

QNTs sharp move is being linked by traders to its Robinhood listing and reports of Quants role in a tokenized-deposit network for U.S. banks, reviving expectations for broader financial-infrastructure adoption. Bulls point to limited token supply and potential institutional demand, while skeptics warn the rally may fade as news-driven speculation cools.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondass acquisitions of three defense-technology businesses are driving discussion, with traders viewing the added drone-detection, remote-control and GPS-denied capabilities as a way to build a broader autonomous-defense platform. The reaction is divided: bulls see strategic growth potential, while skeptics focus on share dilution and whether the acquisitions and contract pipeline will translate into sustained business.

Securitize Corp. is a financial technology company, which engages in the provision of regulated infrastructure for the issuance, management, trading, and administration of tokenized real-world assets (RWAs). The company was founded on October 17, 2025 and is headquartered in Miami, FL.

Securitize Corp.

ARK Invests tokenization of its ARK Venture Fund through Securitize is driving attention, reinforcing traders broader enthusiasm for Securitizes role in bringing investment products on-chain. Many are celebrating the sharp rally and holding for the long term, while others warn the move looks overheated and are taking profits.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

U.S. agencies allegations that Alibaba and other Chinese AI firms extracted knowledge from American AI models have fueled concern about regulatory and geopolitical risk. Traders are split between viewing Alibabas AI and cloud ambitions as a long-term opportunity and seeing scrutiny, China-related risk, and weak price action as reasons for caution.

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$CMCSA 2 things can be true: 

yes the company is losing subs and competition is killing them right now

The valuation of the 2 parts of the business come spin off time is much higher than the current valuation

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Comcast Corp

 2 things can be true: 

yes the company is losing subs and competition is killing them right now

The valuation of the 2 parts of the business come spin off time is much higher than the current valuation