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Galaxy Digital Holdings Ltd.
GLXY
FinTech
Chris Brendler
BUY
BUY
BUY
BUY
BUY
Gemini Space Station, Inc. Class A
GEMI
FinTech
Chris Brendler
BUY
BUY
BUY
BUY
BUY
GitLab, Inc.
GTLB
Comm & Cloud Infrastructure
Blair Abernethy
BUY
BUY
BUY
BUY
BUY
Harmonic, Inc.
HLIT
Internet Media
Steve Frankel
BUY
BUY
BUY
BUY
BUY
HIVE Digital Technologies
HIVE
FinTech
Chris Brendler
BUY
BUY
BUY
BUY
BUY
Hut 8 Corp.
HUT
FinTech
Chris Brendler
BUY
BUY
BUY
BUY
BUY
IMAX Corp.
IMAX
Internet Media
Steve Frankel
BUY
BUY
BUY
BUY
BUY
Intel Corporation
INTC
Semiconductors
Kevin Cassidy
SELL
SELL
SELL
SELL
SELL
IonQ, Inc.
IONQ
Quantum
John McPeake
BUY
BUY
BUY
BUY
BUY
Lattice Semiconductor Corporation
LSCC
Semiconductors
Sajal Dogra
BUY
BUY
BUY
BUY
BUY
Lincoln Educational Services Corporation
LINC
Special Situations
Steve Frankel
BUY
BUY
BUY
BUY
BUY
Lumentum Holdings, Inc.
LITE
Comm & Cloud Infrastructure
Mike Genovese
BUY
BUY
BUY
BUY
BUY
Lyft Inc.
LYFT
Internet and Consumer Tech
Scott Devitt
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Magnite, Inc.
MGNI
Internet Media
Barton Crockett
BUY
BUY
BUY
BUY
BUY
Maplebear Inc.
CART
Internet and Consumer Tech
Scott Devitt
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
MARA Holdings, Inc.
MARA
FinTech
Chris Brendler
BUY
BUY
BUY
BUY
BUY
Marvell Technology Group Ltd.
MRVL
Semiconductors
Sajal Dogra
BUY
BUY
BUY
BUY
BUY
Meta Platforms, Inc.
META
Internet Media
Barton Crockett
BUY
BUY
BUY
BUY
BUY
Miami International Holdings, Inc.
MIAX
FinTech
Chris Brendler
BUY
BUY
BUY
BUY
BUY
Microchip Technology Incorporated
MCHP
Semiconductors
Kevin Cassidy
BUY
BUY
BUY
BUY
BUY
Micron Technology, Inc.
MU
Semiconductors
Kevin Cassidy
BUY
BUY
BUY
BUY
BUY
MongoDB, Inc
MDB
Comm & Cloud Infrastructure
Blair Abernethy
BUY
BUY
BUY
BUY
BUY
Monolithic Power Systems, Inc.
MPWR
Semiconductors
Kevin Cassidy
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
Navan, Inc.
NAVN
Software
Blair Abernethy
BUY
BUY
BUY
BUY
BUY
Navitas Semiconductor Corp.
NVTS
Semiconductors
Kevin Cassidy
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL
NEUTRAL