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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 surging as investors react to stellar earnings, characterized by triple-digit revenue growth and expanded AI cloud capacity that significantly outperformed market expectations. The stock is currently the focus of a intense short squeeze, with the community actively celebrating the company's ability to defy bearish sentiment and silence critics.

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

CoreWeave is surging as investors react to a strong quarterly report highlighted by doubled revenue, massive backlog growth, and raised full-year guidance that signals robust demand for AI infrastructure. While the community is dividedwith bulls celebrating the company's rapid expansion and revenue potential, and bears raising concerns over rising debt loads, negative cash flow, and heavy capital expendituresthe stock is seeing intense volume as traders watch for follow-through momentum and potential short-squeeze activity.

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 surging following a blowout earnings report that shattered analyst expectations, highlighted by strong guidance and over $60 billion in new orders. The community is focused on a potential short squeeze, fueled by the company's decision to suspend its ATM stock offering and clear, massive growth momentum that contrasts sharply with previous bearish narratives.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as investors await the pivotal REGAL trial data readout, with the community closely analyzing newly released financial reports for signs of progress. Discussions are centered on the company's strong cash position, the strategic decision to avoid share dilution, and ongoing anticipation for the final survival event that will trigger the trial's unblinding.

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.

Rumble is trending as investors focus on the company's strategic pivot toward AI infrastructure following its acquisition of Northern Data, a move that has significantly expanded its GPU capacity and data center footprint. The community is actively debating the potential for a massive short squeeze due to record-high short interest, while simultaneously analyzing upcoming earnings and formal guidance as key catalysts for a long-term re-rating.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corporation is facing significant downward pressure following a Q2 revenue miss and a reduction in full-year revenue guidance due to depressed antimony market prices. While the community is debating management's execution and the potential for a rebound driven by government contracts and domestic mineral initiatives, sentiment remains divided between frustrated investors calling for leadership changes and bulls betting on long-term structural demand for domestic supply.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is surging following a strong quarterly earnings report that featured significant revenue growth, improved margins, and raised future guidance, which has fueled positive community sentiment regarding its role in aerospace and defense manufacturing. The stock is seeing high trading volume and bullish momentum as investors discuss potential short-squeeze activity and the company's ability to scale capacity to meet growing industrial demand.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA Group is trending following strong quarterly results that beat revenue and earnings expectations, driving significant pre-market gains as investors weigh the company's robust guest traffic growth against broader industry concerns. While the community is actively debating the stock's premium valuation and the impact of recent food safety headlines, bullish sentiment is supported by continued store expansion and analyst price target adjustments.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas is experiencing high retail interest and intense social media discussion as traders anticipate the upcoming earnings report, with many focusing on a potential short squeeze fueled by significant short interest. The community is actively debating the company's growth in the defense and autonomous drone sectors while monitoring critical price levels and potential volatility ahead of the scheduled announcement.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is trending following positive topline Phase 3 clinical trial results for its generalized anxiety disorder treatment, which prompted significant investor optimism and increased trading volume. The community is actively debating the stock's valuation, the potential for future share dilution, and the company's competitive standing against other psychiatric therapeutic developers.

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Lumentum's Upbeat Report Sparks Photonics Rally: Coherent's Earnings Up Next

Equity

Investor interest in photonics is rising as hyperscalers ramp AI spending, fueling expectations for a multi-year boom for optical connectivity tech providers.


LITE Vs. COHR Vs. AAOI Vs. IPGP: Which Photonics Stock Do Retail Traders Prefer? 

AI data centers are steering the shift from copper to optical connectivity, putting photonics at the center of investor attention.

Best-Performing Leveraged Single-Stock ETFs of Last Week 

Some single-stock ETFs soared last week as strong earnings, a rebound in tech and easing rate-hike fears fueled outsized gains.

Pharma Bro Shkreli Bets Against AAOI — ‘Commodity Bottleneck Doesn’t Make A Great Company’

In a post on X, the former hedge-fund manager and well-known short seller wrote that he is “shorting $AAOI on the pop,” adding that “one year of bottleneck on a commodity product does not make a great company.”


Applied Optoelectronics Q2 Earnings Beat Estimates, Revenues Up Y/Y

AAOI's Q2 earnings beat estimates as revenues surge 86.4%, fueled by datacenter, CATV, and rapid 800G growth.


Should You Hold on to Applied Optoelectronics Stock Post Q2 Earnings?

AAOI's record Q2 revenues and surging AI-driven demand fuel growth, but supply constraints, competition and valuation concerns cloud the outlook.


Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8%

Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8...

AAOI Q2 Earnings Call Focuses on Capacity-Led 800G Ramp

Applied Optoelectronics is ramping up 800G and 1.6T capacity as demand outstrips supply, while Q3 growth faces component limits and a 100G setback.

Applied Optoelectronics Says It Could Sell MoreIf It Could Make More

Applied Optoelectronics (AAOI) reports Q2 beat on surging AI transceiver demand and raises Q3 outlook. Get the full earnings breakdown!read more...

Why Is AAOI Stock Surging 10% Premarket?

Applied Optoelectronics beat Q2 expectations, triggering a rise in its shares and those of peers.


Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Extremely Bullish Sentiment

$LITE

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Photonics stocks have surged over the past year as AI data centers shift from copper to optical interconnects to solve bandwidth and power bottlenecks. Which photonics stock are you most bullish on right now? Vote and explain your reasoning in the comments.

Which photonics stock are you most bullish on right now - $LITE, $COHR, $IPGP, or $AAOI? 
 
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