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Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is currently trending as investors focus on the company's record revenue growth and a raised full-year outlook, reflecting its transition into a commercial execution phase for quantum computing and sensing. While the market reacted to earnings-related volatility and operating costs, the community remains heavily focused on the company's strong cash position, deepening U.S. government partnerships, and its strategic roadmap for scaling logical qubits.

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 Inc. is seeing intense community speculation as investors anticipate an upcoming earnings report, with high short interest fueling intense discussions about a potential short squeeze. Traders are focused on the stock's ability to clear a persistent psychological price wall as they look for catalysts from defense partnerships and guidance updates.

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 significantly as investors react to strong earnings and four landmark billion-dollar customer contracts, driving a massive short squeeze that has left bearish traders, including high-profile hedge fund manager Michael Burry, facing substantial pressure. The community is intensely debating the stock's valuation and long-term potential, with bulls pointing to the company's AI infrastructure dominance and shorts focusing on underlying profitability metrics.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is seeing heightened volatility and market attention following a series of strategic partnerships, most notably with AMD, aimed at accelerating AI inference capabilities. The community remains sharply divided, with bulls pointing to the company's expanding ecosystem and long-term infrastructure growth, while bears continue to raise concerns regarding the stock's valuation, upcoming share lockup expirations, and historical earnings performance.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is currently trending as investors debate whether the stock represents a deep-value opportunity or a long-term trap following a recent analyst downgrade that highlighted ongoing challenges in the Chinese market and sluggish digital sales. The community remains heavily divided between those accumulating shares for a potential turnaround and others concerned that persistent brand headwinds and stiff competition will continue to pressure the share price.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is seeing significant market momentum as investors react to a strong quarterly performance driven by record AI infrastructure orders and a raised full-year outlook. The community is actively discussing the company's critical role in the networking 'supercycle,' with many debating whether the current valuation is justified or if the stock is primed for a further re-rate.

Investment Managers Series Trust II - Tradr 2X Short NBIS Daily ETF

Tradr 2X Short NBIS Daily ETF

Tradr 2X Short NBIS Daily ETF (NBIZ) is seeing intense volatility as traders debate the risks of leveraged inverse instruments versus the performance of the underlying stock, NBIS. Community members are actively sharing experiences with rapid volatility decay and expressing strong, polarized views on whether the current market environment offers a compelling short setup or significant squeeze risk.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherent Corp is trending after delivering an earnings report that featured a significant revenue beat, strong EPS growth, and robust forward guidance, signaling that AI-driven demand for optical infrastructure remains accelerated. While the stock initially saw volatility, the community is actively debating whether the price dip presents a buy-the-dip opportunity or a signal to take profits, with many highlighting the company's critical role in the ongoing AI datacenter buildout.

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 trending due to intense analyst activity, including multiple price target hikes that have pushed the stock to record highs. The community is actively debating the stock's valuation and the sustainability of the ongoing semiconductor equipment supercycle, with traders closely monitoring its volatility and breakout momentum.

Quantum Corp. engages in the manufacture of computer storage devices. It provides solutions for storing and protecting information in physical, virtual, and cloud environments. Its products and services include Myriad All-Flash File and Object, StorNext File System Unified Surveillance Platform, ActiveScale Object Storage, DXi Backup Appliances, Scalar Tape Storage, CatDV Media Asset Management, and Cloud-Based Analytics. The company was founded by Joel N. Harrison and James M. McCoy in 1980 and is headquartered in Centennial, CO.

Quantum Corp

Quantum Corp (QMCO) is seeing a surge in investor interest, largely driven by its inclusion in a broader sector-wide momentum trend surrounding data storage and AI infrastructure, despite the company's lack of direct quantum computing operations. While supporters are pointing to positive earnings reports and potential long-term infrastructure demand, the community remains deeply divided, with vocal skeptics highlighting ongoing financial losses, dilution risks, and the disconnect between the stock's name and its underlying business model.

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$FSLR $ENPH $SEDG  What&#39;s the fck wrong with solar stocks?

$SEDG @Johncohrin has defeated Solaredge!

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Laundrup Ferling

First Solar Inc

Enphase Energy Inc

Solaredge Technologies Inc

  What's the fck wrong with solar stocks?

BlueSea

@4gme8 They aren&#39;t sexy like spacex. They won&#39;t get love until oil and coal extraction cost tips the balance towards renewables. Perhaps still a few decades away.

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 They aren't sexy like spacex. They won't get love until oil and coal extraction cost tips the balance towards renewables. Perhaps still a few decades away.