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RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUM is drawing attention after quarterly results showed record revenue and its first positive adjusted EBITDA, with Quake AIs GPU-cloud business driving the AI-infrastructure growth story. Traders are weighing that progress against cash burn, softer next-quarter guidance and uncertainty around data-center financing and timing; short-squeeze talk is also prominent but remains speculative.

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, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

A stronger-than-expected Q3 and raised outlook, alongside managements assurances about AI demand and funding, have driven a sharp rebound in CoreWeave shares; the CEOs cancellation of his planned stock-sale program added to the confidence boost. Traders are celebrating the results and speculating about a short squeeze, while skeptics argue that heavy debt, interest costs, and capital spending remain significant risks.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Anthropics launch of Claude workplace tools, including spreadsheet and document products, has raised concerns that it could challenge Microsoft 365 and Copilot. Traders are divided between seeing a threat to Microsofts software business and viewing the selloff as an overreaction given Offices deep enterprise integration.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET is drawing attention after a sharp rebound from a broader photonics and tech selloff, with traders debating whether it reflects short covering or a lasting recovery ahead of Q3 results. Bulls are looking for proof of production, shipments, and commercial revenue in its optical-interconnect business for AI data centers, while skeptics say the company still needs to demonstrate meaningful scale.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

BRUNs sharp rebound is being tied to positioning ahead of Q3 results, with traders also citing stronger sentiment after CoreWeaves results lifted AI-infrastructure peers. Bulls expect BRUNs report to show progress turning its contracts into revenue, while skeptics question profitability, financing and whether the gains will hold.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas strong Q3 earnings beat and raised guidance are driving renewed buying and a push toward recent highs, with traders highlighting growth, improving profitability, and AI-platform adoption. Some remain wary after sharp post-earnings swings and debate whether the rally can clear technical resistance, despite the upbeat results.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigettis quarterly revenue miss and weaker-than-expected outlook are driving concern about its high valuation, cash burn, and still-distant commercial adoption. Some traders argue that progress in quantum hardware and long-term sector potential outweigh near-term results, while others see the business as too speculative.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists quarterly results and outlook are driving discussion: traders are weighing improved profitability and recurring Samsung and Micron licensing revenue against an apparent estimates miss, weaker sequential product sales, and the lack of a concrete SK Hynix or Nasdaq-listing update. The post-results decline has frustrated bullish holders, while speculation about a future SK Hynix deal and stronger product sales is being cited as potential upside.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Attention centers on the FDAs November 22 decision on Capricors Duchenne muscular dystrophy therapy deramiocel; traders are reading managements reaffirmed confidence and applications final-review status as encouraging, while others stress that approval is uncertain and the outcome remains binary. Short-squeeze speculation is prominent, but the main debate is whether the FDA will approve the therapy or issue a rejection.

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. 

CoreWeaves strong quarterly results and raised outlook have lifted sentiment across AI-cloud providers, with traders viewing NBIS as a beneficiary of resilient compute demand ahead of Nebiuss own quarterly report. The community is largely bullish on the read-through, but some warn the peer-driven rally could fade and question whether Nebius can expand capacity while managing its substantial capital needs.

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