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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVDA is trending as traders brace for its quarterly earnings, splitting between bets on a beat-and-rip and fears of a selloff despite strong numbers. The OpenAI custom chip unveiling adds competitive pressure, while circular-financing concerns and heavy options positioning fuel the debate.

CF Acquisition Corp. VI operates as a blank check company. It focuses on the search of companies in the financial services, healthcare, real estate services, technology and software industries. The company was founded on April 17, 2020 and is headquartered in New York, NY.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUM surged to a 52-week high after announcing a $13.7 billion GPU services deal with an unnamed U.S. cloud customer, sparking intense speculation about the mystery buyer and the company's pivot to AI infrastructure. The community is debating potential dilution/equity financing, short-squeeze dynamics, and the customer's identitywith names like Microsoft, Oracle, and SpaceX circulatingwhile traders highlight the contract's scale relative to revenue as a transformative catalyst.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit is trending after its earnings beat was overshadowed by weak FY2027 guidance and the CEO's admission that pricing is pushing TurboTax customers to cheaper rivals, triggering a double-digit selloff and analyst downgrades. Retail sentiment is split between dip buyers and bears expecting further downside as AI-disruption fears persist.

Dick's Sporting Goods, Inc. engages in the retailing of an extensive assortment of authentic sports equipment, apparel, footwear, and accessories. It also offers its products both online and through mobile applications. The company was founded by Richard T. Stack in 1948 and is headquartered in Coraopolis, PA.

Dicks Sporting Goods, Inc.

Dick's Sporting Goods is in freefall after a disappointing Q2 miss that slashed full-year guidance, triggering a wave of analyst downgrades and intensifying worries about its Foot Locker acquisition. Retail traders are sharply divided, with many calling the selloff a massive overreaction while others see more downside amid weakening athletic footwear demand.

Hyperliquid Strategies, Inc. is a holding and operating company, which engages in the business of crypto asset management. The firm operates as a digital asset treasury company which focuses on the Hyperliquid ecosystem. The company was founded on July 2, 2025 and is headquartered in New York, NY.

Hyperliquid Strategies Inc.

PURR is surging as the market reacts to President Trump's push to bring Hyperliquid into the U.S. and ahead of its earnings report, with traders piling into calls and betting on a gamma squeeze amid heavy short interest and record HYPE token performance.

Hyperliquid is a layer one (L1) blockchain best known for perpetual futures and spot trading. Beyond its flagship DEX trading platform, the ecosystem supports borrowing, lending, real world assets (RWAs), and a full-fledged Ethereum Virtual Machine (EVM), making it a leading force in decentralized finance (defi).   Just as electronic trading dramatically improved markets in the 2000s, Hyperliquid offers an opportunity for a massive technical upgrade of the existing financial system through a transparent, efficient, and resilient blockchain. HYPE is the native token of the Hyperliquid blockchain, with a maximum supply of 1 billion.

Hype

HYPE is trending as traders focus on the upcoming Clarity Act vote for US regulatory approval, alongside its high trading volumes and buyback-driven tokenomics. The community highlights its strong revenue generation and scarcity narrative, positioning it as a leading decentralized perpetual futures DEX.

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

NKE is trending on a Truist downgrade after Dick's Sporting Goods' weak guidance raised concerns about Nike's turnaround, fueling intense retail debate between dip buyers and those calling the stock dead. The social chatter is heavily polarized, mixing short-term trade setups with broader 'woke' political criticisms of the brand.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is drawing heavy trader attention as a technical breakout aligns with renewed bullish momentum in the nuclear sector, driven by government policy support and AI power demand, with the community betting on a potential short squeeze and larger catalyst announcements.

Zoom Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Zoom Communications Inc. - Ordinary Shares - Class A

ZM is under heavy selling pressure after its Q2 beat was overshadowed by a lukewarm Q3 profit forecast, sparking debate over whether the weakness stems from AI spending or a missed opportunity to highlight its large Anthropic stake.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

$KENDU.X is trending as the community amplifies its relentless 24/7 IRL grindfrom racing events to merch dropsframing the token as a permissionless brand built on unshakeable conviction. Traders are rallying around the narrative that this grassroots momentum, not market conditions, will drive the next major move.

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$CBRS $NVDA $AMD 
@alejo900 @mikebeck1964 
The revenue growth tells the story of how quickly Cerebras has begun scaling. Revenue went from approximately $24.6 million in 2022 → $78.7 million in 2023 → $290.3 million in 2024 → $510.0 million in 2025. That’s more than a 20× increase in only three years. For 2026, current analyst estimates are around $887 million, followed by roughly $2.94 billion in 2027 and $7.4 billion in 2028.

The next chapter is potentially much larger. Cerebras has signed a multi-year OpenAI agreement valued at more than $20 billion for 750 MW of AI compute and has partnered with Amazon to make Cerebras inference available through AWS.  If current forecasts are achieved, CBRS would essentially evolve from a $79 million revenue company in 2023 into a roughly $7+ billion AI infrastructure company by 2028. That’s the bull case in a nutshell: Cerebras isn’t simply trying to sell another AI chip—it’s attempting to become a major alternative computing platform for the enormous AI training and inference market. The opportunity is huge, although execution, profitability, customer concentration and competition with NVIDIA remain the major risks.

I look forward to these types of companies. 
Can it take a minute to actually materialize…of course it can. Can it all fall apart? YEP. 👍 
The same thing could be said for companies like Amazon, Nvidia, Apple etc, etc, etc. Now I’m not calling CBRS the next big company. But I like what I’m seeing so far. They are in the perfect space to hyper scale.

Gwydion

@mikebeck1964 Fair points, but honestly nobody knows. This is still basically a recent IPO, it has no track record yet, so anyone buying here should understand that going in. I picked up 100 shares in those days and I&#39;m fine waiting. I like the business and I know the risk is always there.

That&#39;s the part most people skip: don&#39;t buy just to buy. Understand the business and the risk, size your position accordingly, and then time isn&#39;t a problem. If $300 takes years, fine. If it never gets there, I knew that was possible too

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Alejandro Mosquera

Cerebras Systems Inc

Advanced Micro Devices Inc

 
The revenue growth tells the story of how quickly Cerebras has begun scaling. Revenue went from approximately $24.6 million in 2022 → $78.7 million in 2023 → $290.3 million in 2024 → $510.0 million in 2025. That’s more than a 20× increase in only three years. For 2026, current analyst estimates are around $887 million, followed by roughly $2.94 billion in 2027 and $7.4 billion in 2028.

The next chapter is potentially much larger. Cerebras has signed a multi-year OpenAI agreement valued at more than $20 billion for 750 MW of AI compute and has partnered with Amazon to make Cerebras inference available through AWS.  If current forecasts are achieved, CBRS would essentially evolve from a $79 million revenue company in 2023 into a roughly $7+ billion AI infrastructure company by 2028. That’s the bull case in a nutshell: Cerebras isn’t simply trying to sell another AI chip—it’s attempting to become a major alternative computing platform for the enormous AI training and inference market. The opportunity is huge, although execution, profitability, customer concentration and competition with NVIDIA remain the major risks.

I look forward to these types of companies. 
Can it take a minute to actually materialize…of course it can. Can it all fall apart? YEP. 👍 
The same thing could be said for companies like Amazon, Nvidia, Apple etc, etc, etc. Now I’m not calling CBRS the next big company. But I like what I’m seeing so far. They are in the perfect space to hyper scale.