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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 generating significant market excitement following its inclusion in the Nasdaq-100 index, a move investors believe will drive substantial institutional buying and liquidity. The community remains highly bullish on the company's AI infrastructure trajectory and potential for future hyperscaler partnerships, viewing recent volatility as an accumulation opportunity while closely monitoring upcoming company-hosted AI events.

Tema ETF Trust - Tema Space Innovators ETF

Tema Space Innovators ETF

The Tema Space Innovators ETF is trending as investors aggressively position themselves ahead of the highly anticipated SpaceX IPO. The community is actively debating the fund's direct exposure to SpaceX and the potential for a broader sector rally, with sentiment split between bullish expectations for long-term growth and caution regarding short-term volatility.

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 trending following the official announcement that it will be added to the Nasdaq-100, a milestone that community members view as a major liquidity magnet likely to trigger forced buying from passive index funds. While some investors are bullish on the structural demand and institutional credibility this inclusion brings, others remain skeptical, pointing to ongoing insider selling and broader questions regarding the company's profitability and capital management.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is experiencing heightened volatility and significant community attention following Nasdaq's announcement that the stock will be added to the Nasdaq-100 index. Investors are actively debating the stock's potential for institutional inflows against concerns of a "sell the news" event surrounding the upcoming SpaceX IPO.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is facing intense selling pressure despite reporting a double beat on earnings and raising its annual guidance, as investors react negatively to the CFO's surprise departure. The community is sharply divided between those who view the stock as a deeply undervalued cash-flow machine at 2018 price levels and those who fear AI and shifting industry trends have permanently disrupted the company's growth narrative.

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 trending as investors capitalize on surging interest in space and defense manufacturing, with significant community debate focused on the company's role as a critical supply chain partner for SpaceX amid upcoming IPO expectations. While bulls highlight high-conviction positions and aggressive call-buying activity, bears frequently point to concerns over historical share dilution and persistent cash burn.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire Corp is actively trending as investors weigh potential SpaceX IPO spillover effects against concerns over recent stock offerings. The community remains deeply divided, with some users anticipating a short squeeze and long-term space sector growth, while others express frustration over share dilution and price volatility.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is trending as investors react to management's strategic focus on its massive Texas data center project and potential upcoming tenant announcements. The community is actively debating the stock's valuation as an AI infrastructure player, closely watching for signs of decoupling from crypto market volatility.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is rallying as investors react to management's positive outlook regarding its role in the global AI infrastructure stack and a strengthened product pipeline. The stock is seeing significant institutional interest as community members highlight its pivotal position in high-speed connectivity and data center scaling.

Powerlaw Corp. is a closed-end fund, which engages in investing in artificial intelligence, next-generation software, modern aerospace and defense, and consumer technology platforms. It offers daily liquidity, monthly NAV reporting, quarterly portfolio disclosure, independent governance, and the disclosure standards of a registered investment company. The company was founded on September 9, 2024 and is headquartered in San Francisco, CA.

Powerlaw Corp

Powerlaw Corp (PWRL) is generating significant community interest as a public vehicle for exposure to high-profile private tech companies, most notably SpaceX, which accounts for nearly 20% of the fund's holdings. While some investors are bullish on the potential for a sympathy rally ahead of anticipated private-sector liquidity events, others are debating the sustainability of its market premium relative to the fund's reported net asset value.

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