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Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riot Platforms is experiencing high volatility as investors react to a transformational multi-billion dollar data center contract with Anthropic, sparking intense debate between those viewing it as a massive long-term catalyst and critics who argue the company is executing a pump-and-dump scheme. The community is sharply divided, with bulls pointing to the infrastructure pivot and institutional backing, while bears and skeptics highlight concerns over market manipulation, dilution risks, and the stock's inability to maintain its post-announcement gains.

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 trending as traders debate whether the stock represents a deep-value opportunity or a persistent value trap amidst a difficult China market reset and intense competition. The community is actively discussing the company's long-term brand resilience versus its recent earnings headwinds, with heavy retail focus on potential bottoming signals and the stock's stability relative to broader sector volatility.

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 trending as investors focus on the company's strategic transition into an AI infrastructure provider following its acquisition of Northern Data and its GPU compute assets. The community is actively debating the potential for a massive short squeeze due to high short interest, while awaiting the upcoming earnings report and formal guidance as key catalysts for a long-term re-rating.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNav is experiencing extreme volatility following a legislative amendment proposed in a House appropriations bill that attempts to block the FCC from reconfiguring spectrum in the 900 MHz band. Investors are actively debating the significance of this political roadblock versus the company's long-term regulatory path, with many community members viewing the aggressive lobbying efforts as evidence that the FCC's pending rulemaking is nearing a critical conclusion.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holding shares have experienced a significant single-day decline following a miss on sales expectations and a reduction in full-year guidance, overshadowing strong profit margins and continued growth in direct-to-consumer channels. Community sentiment is divided, with many investors debating whether the sell-off is an overreaction to short-term retail headwinds or a sign of slowing demand that justifies the company's premium valuation.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the B&W segment. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox is trending as investors react to a significant share offering and a massive 1GW steam turbine contract with Siemens Energy aimed at fueling AI data center power demand. The community is actively debating the company's long-term potential as a data center infrastructure play, with many bullish on the stock's massive backlog growth while others remain cautious of high short interest and institutional price volatility.

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 intense volatility and bearish sentiment as investors express frustration over delayed financial filings, ongoing accounting investigations, and a lack of transparency from new management. Community discussions are dominated by debates over its legitimacy as an AI or quantum technology player, with many traders viewing it as a speculative pump-and-dump candidate rather than a long-term infrastructure investment.

Kopin Corp. engages in the development, manufacture and sale of wearable technologies which include components and systems. Its portfolio includes AMLCD, LCOS displays, OLED displays, ASIC, backlights, and optical lenses. The firm uses semiconductor material technology to design, manufacture and market its component products for use in military, enterprise and consumer electronic applications, training and simulation equipment and 3D metrology equipment. The company was founded by John C.C. Fan on April 23, 1984 and is headquartered in Westborough, MA.

Kopin Corp.

Kopin Corp

Kopin Corp is trending as investors react to a series of strategic milestones, including advancements in AI optical interconnect technology through its Fabric.AI partnership and new defense contract orders. The community is actively discussing these developments as potential catalysts for long-term growth, with many focused on upcoming product demonstrations and the company's emerging role in AI infrastructure.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Xeris Biopharma is trending as investors gear up for the company's upcoming earnings report, with sentiment focused on the rapid growth of RECORLEV and anticipation surrounding updates for the XP-8121 Phase 3 pipeline. Community discussion is heavily centered on the potential for institutional upside and long-term valuation rerating, with many participants actively accumulating shares ahead of what they perceive as a pivotal transformation for the company.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is facing a significant sell-off after a slight revenue miss, triggering analyst downgrades and intense debate within the community regarding whether this price drop represents a prime buying opportunity or a deeper fundamental breakdown. While some investors are aggressively buying the dip, citing strong cash flow and growth, others are wary of the stock's valuation, recent technical weakness, and potential competition in the AI ad-tech space.

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$ADBE $CRM $IGV $NOW $PLTR 
This narrative has been said since $110

Jon Wicktwo

$IGV and software great spots to take some profits IMO I sold my Software book this past week near highs on many names. We are hitting right into supply zones... what a gap up bounce trade for longs last 2-3 months. Trade safe up here $PLTR $NOW $ADBE $CRM

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