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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.

Boost Run Inc. is trending as investors aggressively accumulate shares, fueled by excitement over the company's NVIDIA Preferred Cloud Partner status and a massive new multi-million dollar agreement with Thinking Machines. The community is actively debating the company's long-term growth potential in the AI infrastructure sector, often comparing its trajectory to established players like Nebius, while closely monitoring volatility and lock-up expiry dynamics.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is currently attracting intense investor focus as the market digests a robust earnings report and updated guidance, despite some volatility following its release. The community remains deeply divided, with many traders debating the stock's valuation and the impact of sector-wide AI capital expenditure trends versus potential short-term market manipulation.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is facing intense scrutiny and volatility as the company contends with a federal lawsuit regarding its paid API access and ongoing concerns over its financial trajectory. Investors are actively debating the stock's long-term viability amid a highly charged political environment, polarized community discourse, and significant questions regarding corporate governance.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

Unusual Machines ($UMAC) is surging alongside broader drone sector peers following news that the U.S. government has officially signed a proclamation imposing significant tariffs on foreign-made drones and critical components. Community discourse is highly bullish, with investors actively discussing potential government investment, the companys domestic manufacturing expansion, and the long-term role of autonomous drone technology in national security.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings is trending as investors react to a significant $1 billion share repurchase program alongside high-conviction call buying, following a volatile period of analyst downgrades and leadership transition. The community remains focused on the company's aggressive expansion into international markets and its ability to maintain rapid customer growth despite broader macroeconomic concerns.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is experiencing high volatility as investors weigh the potential impact of new drone tariffs against ongoing skepticism regarding the company's ability to convert rapid manufacturing expansion and strategic partnerships into concrete revenue growth. Community sentiment is deeply polarized, with active debates centered on whether recent management moves and military-focused initiatives will finally yield a breakout earnings report or result in further dilution for shareholders.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors focus on upcoming clinical milestones, including a crucial ASTRO presentation for its prostate cancer therapy, alongside growing optimism regarding a potential BLA submission later this year. The community remains highly engaged with discussions centered on institutional accumulation, potential buyout speculation, and the company's progress toward achieving a significant market valuation.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is surging following a highly positive investor day, where management committed to returning all excess cash to shareholders and introduced High Bandwidth Flash as a new revenue driver. Investors are aggressively betting on long-term AI-driven memory demand, despite some skepticism from traders who view the move as a potential short-term pump amid ongoing cyclicality debates.

Workday, Inc. engages in the development of enterprise cloud applications for finance and human resources. The firm delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. It operates through the Cloud Applications segment. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday shares are surging as reports of potential acquisition talks with private equity firm Silver Lake fuel intense market activity and spark a broader rally across enterprise software stocks. Investors are closely monitoring the potential for a massive leveraged buyout, while debates continue within the community about the sustainability of the software sector's rebound amid shifting enterprise AI spending.

Fundrise Innovation Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is trending as investors react to news of an accelerated lockup expiration, sparking intense debate between bulls focused on Anthropic and OpenAI exposure versus bears citing a heavy premium over Net Asset Value. The community remains deeply divided, with discussions centered on whether current price levels represent a bottom or a continued correction toward fair value.

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$GFS 

https://www.quiverquant.com/news/Fund+Update%3A+New+%24254.8M+%24GFS+stock+position+opened+by+VICTORY+CAPITAL+MANAGEMENT+INC

Moon Man

VICTORY CAPITAL MANAGEMENT INC has opened a new $254.8M position in $GFS, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 06-30-2026 report period.