Companies mentioned: SMCI, 6758 JP, ABNB, AIM CN, AMZN, AREN, ARM, ATMU, BATL, BIG, BLBD, CMI, EVA, EXPR, FREE, GAN, GE, GOLD, GTX, HUT, JBLU, JOAN, LBTYA, LIAN, LOCO, META, MODD, MRCY, NVR, NWG LN, PLCE, RENB, RILY, SIEN, TCP SJ, TEMN SW, TIETO FH, TRIP, TV, UDMY, VFC, WISH