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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 Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently under intense downward pressure fueled by a mix of market repricing for high-valuation SaaS stocks and viral bearish commentary concerning competitive risks from Anthropic. While the community remains deeply divided, with many bulls dismissing the sell-off as a manufactured opportunity to accumulate, bears are pointing to the stock's elevated price-to-earnings multiples as a signal that the ongoing correction still has room to run.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is facing a brutal sell-off as investors grapple with 'SaaSpocalypse' fears, triggered by concerns that AI agents and large language models like Anthropic's could commoditize enterprise software and erode traditional subscription-based moats. While the stock has hit fresh 52-week lows and faces negative sentiment from recent analyst downgrades, the community remains deeply polarized between those panic-selling to avoid further downside and contrarian 'bottom-fishers' who argue the company's enterprise integration and AI-enabled product updates are being unfairly discounted.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors rally behind the company's strong AI infrastructure positioning, with community discussion fueled by reports of potential acquisition talks with AI21 Labs and a wave of positive analyst sentiment. Market participants are actively debating the stock's breakout potential as it retests all-time highs, with significant attention paid to its strategic partnerships and institutional accumulation.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is currently experiencing high volatility driven by a major breakout in its AI-focused edge computing narrative, attracting significant attention from traders debating whether the rapid rally is a sustainable re-rating or a speculative bubble prone to a pullback. Community discussion is sharply divided between bulls citing long-term turnaround potential and bearish participants who are actively hunting for entry points to short the stock based on technical exhaustion and valuation concerns.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending as investors digest news of an upgraded processing flowsheet and upcoming pilot plant operations, while speculating on the company's strategic value amid shifting geopolitical tensions in Greenland. The community is actively debating the project's long-term valuation potential and closely tracking the status of a long-awaited feasibility study.

iShares Trust - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF (IGV) is currently seeing heavy volatility as market participants debate whether recent selloffs are a temporary overreaction to AI-driven disruption or a structural rerating of software valuations. Investors are actively watching for signs of a sector-wide bottom as capital rotates out of overcrowded semiconductor trades and into beaten-down software names, with sentiment deeply divided between those betting on an institutional accumulation phase and those fearing long-term earnings compression from new AI agentic models.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is currently at the center of investor focus following a high-profile expansion of its collaboration with IBM and the launch of new AI-driven security tools, which have helped stabilize the stock after broader sector volatility. While the market continues to debate the impact of advanced AI models on cybersecurity demand, many in the community are treating recent pullbacks as buying opportunities for a core platform player, citing its critical role in modern enterprise defense.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is experiencing significant upward momentum driven by the announcement of an expanded, multi-year $21 billion AI cloud capacity agreement with Meta, which further validates the company's role as a critical infrastructure provider for top-tier AI firms. The community is actively debating the stock's long-term growth potential and institutional backing versus concerns over dilution, high debt levels, and the temporary impact of a new multi-billion dollar convertible note offering used to fund infrastructure buildouts.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is garnering significant investor attention following a major multi-billion dollar investment in regional data center infrastructure and a new logistics agreement that solidifies its reliance on the U.S. Postal Service for high-volume package delivery. The community remains highly focused on AWS's accelerating AI revenue run rate and the firm's strategic push into custom silicon, which analysts and traders are viewing as a long-term catalyst to narrow the competitive gap against other hyperscalers.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare is trending as investors aggressively reprice software and cybersecurity stocks following Anthropic's release of 'Claude Code Security,' despite firm leadership defending the company's critical role in the agentic internet. The community remains deeply divided, with many traders viewing the current sell-off as a buying opportunity for infrastructure-heavy plays while others fear a fundamental disruption to existing software business models.

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$ATEN Opportunity after yesterdays sell off&gt; I think so....For newbies, A10 isn&#39;t a pure play code scanner or endpoint agent; their ADC and DDoS protection biz serves a different layer of the stack that AI can&#39;t just swap out overnight.  
 
Even Bank of America noted that Anthropic&#39;s tools really only threaten niche code scanning plays like GitLab and JFrog . Not end to end security platforms.  
 
Meanwhile, Anthropic&#39;s own Project Glasswing is partnering with cybersecurity companies to defend against Mythos ......meaning the threat landscape is actually creating greater demand for robust infrastructure players.  AI finding more vulnerabilities equals more attack surface equals more need for what A10 does. This dip is noise and opportunity  Same holds true for $CRWD $FTNT $PANW $NET   
 
Lets not also forget A10 isn&#39;t just a security co but an AI infrastructure corp. Their thunder TPS, their ADC load balancers, their lightning CGN. this is the plumbing that AI data centers and hyperscalers run on

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A10 Networks Inc

Fortinet Inc

Palo Alto Networks Inc

 Opportunity after yesterdays sell off> I think so....For newbies, A10 isn't a pure play code scanner or endpoint agent; their ADC and DDoS protection biz serves a different layer of the stack that AI can't just swap out overnight.  
 
Even Bank of America noted that Anthropic's tools really only threaten niche code scanning plays like GitLab and JFrog . Not end to end security platforms.  
 
Meanwhile, Anthropic's own Project Glasswing is partnering with cybersecurity companies to defend against Mythos ......meaning the threat landscape is actually creating greater demand for robust infrastructure players.  AI finding more vulnerabilities equals more attack surface equals more need for what A10 does. This dip is noise and opportunity  Same holds true for 

   
 
Lets not also forget A10 isn't just a security co but an AI infrastructure corp. Their thunder TPS, their ADC load balancers, their lightning CGN. this is the plumbing that AI data centers and hyperscalers run on