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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

Advanced Micro Devices is trending after its Q4 earnings report, where an overall beat was overshadowed by cautious Q1 guidance, particularly concerning AI chip sales to China, leading to a sharp sell-off that the community is actively debating as an overreaction to high AI growth expectations.

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 due to a significant sell-off immediately following a strong earnings report and raised guidance, prompting community discussion about its high valuation. The market is actively debating whether the decline stems from a broader rotation out of high-valuation software stocks and AI disruption fears, or if it represents a buying opportunity fueled by perceived manipulation.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing intense pre-earnings volatility, as the community actively speculates on a significant Amazon deal announcement and debates a sharp sell-off potentially driven by broader tech sector weakness and Bitcoin price action, contrasting with its strong AI infrastructure fundamentals.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is currently trending amidst widespread community debate stemming from recent controversial allegations linking Jeffrey Epstein to its origins and ongoing US Treasury discussions regarding crypto regulation. This has polarized investors, with many expressing extreme bearishness and a "Pedo Coin" narrative, while others see institutional manipulation creating a buying opportunity before an anticipated rebound.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is a focal point of discussion amid broader profit-taking across the semiconductor sector, with investors actively debating if the current pullback presents a key buying opportunity or signals a deeper correction for the AI-driven memory leader. Community sentiment is divided between those highlighting strong, multi-year demand for HBM and Micron's strategic AI positioning, and those cautioning about historical memory cycles and valuation following its significant run.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is gaining significant attention following its $2 billion non-dilutive debt offering to expand its Amazon AWS-leased data center, which the community sees as a strong validation of its pivot to high-performance computing amidst sector volatility.

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 trending amidst a dramatic sell-off, with its price heavily influenced by recent cryptocurrency weakness, sparking intense community debate over whether the stock is now deeply oversold and a prime buying opportunity ahead of its anticipated earnings report.

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 it significantly expanded its digital and power infrastructure portfolio with strategic acquisitions in Kentucky and Maryland, more than doubling its total load capacity to 2.8 GW across five sites for AI and high-performance computing. This news is fueling intense community discussions about a potential short squeeze and a major re-valuation as the company solidifies its pivot from Bitcoin mining into a leading AI/HPC infrastructure provider.

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 an impressive earnings beat and significantly raised 2026 revenue guidance to at least $40 billion, fueled by strong AI server demand. The community is actively discussing the stock's deep undervaluation and high short interest, anticipating a major rally despite some analyst skepticism regarding margins.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The Invesco QQQ Trust Series 1 is facing intense selling pressure as the tech-heavy Nasdaq experiences a significant downturn, fueled by cooling sentiment towards the AI trade and concerns over major growth stocks. The community is actively debating whether this signals a deeper correction, with many engaging in short plays while others anticipate a rebound at critical support levels.

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Digital Turbine Q3 Earnings Call Highlights

Digital Turbine (NASDAQ:APPS) executives told investors the company delivered a stronger-than-expected fiscal 2026 third quarter, citing accelerating momentum across its On-Device Solutions (ODS) and...

Digital Turbine APPS Q3 2026 Earnings Transcript

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Digital Turbine Reports Fiscal 2026 Third Quarter Financial Results

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Digital Turbine to Report Q3 Earnings: What's in Store for the Stock?

APPS' fiscal third-quarter performance is expected to have benefited from ODS and AGP growth, but macro uncertainty and competition remain risks.

Digital Turbine (APPS) to Release Quarterly Earnings on Tuesday

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$APPS Q3 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.04 up 118.18% YoY
• Reported revenue of $151.4M up 12.45% YoY
• Digital Turbine is raising its fiscal year 2026 outlook, expecting revenue between $553 million and $558 million, and Non-GAAP adjusted EBITDA between $114 million and $117 million.

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Digital Turbine Inc

 Q3 '26 Earnings Results & Recap

• Reported GAAP EPS of $0.04 up 118.18% YoY
• Reported revenue of $151.4M up 12.45% YoY
• Digital Turbine is raising its fiscal year 2026 outlook, expecting revenue between $553 million and $558 million, and Non-GAAP adjusted EBITDA between $114 million and $117 million.

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Digital Turbine, Inc. is a mobile growth platform that offers solutions for advertisers, publishers, carriers, and device original equipment manufacturers (OEMs). The firm operates through the On Device Solutions (ODS) and App Growth Platform (AGP) segments. The ODS segment generates revenue from the delivery of mobile application media or content to end users with solutions for all participants in the mobile application ecosystem that want to connect with end users and consumers who hold the device. This includes mobile carriers and device OEMs that participate in the app economy, app publishers and developers, and brands and advertising agencies. The AGP segment provides platforms that allow mobile app publishers and developers to monetize their monthly active users via display, native, and video advertising. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

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Management has terminated the At-The-Market offering, a move seen by investors as removing a major stock overhang and signaling confidence.

Despite strong earnings, users are expressing significant frustration over the stock's inability to hold gains, attributing it to market forces and short interest.

The company delivered impressive Q3 '26 earnings with 12% YoY revenue growth and a 76% increase in Adjusted EBITDA, beating expectations.

Many users believe the strong earnings, positive guidance, and ATM termination will pressure short sellers, potentially igniting a significant short squeeze.

While the broader ad tech sector faces headwinds, some users see the company's strong performance as a sign of its growing strength and market share gains.

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