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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer remains at the center of investor frustration as the stock struggles with volatility and ongoing community debates over alleged management controversies, chip smuggling probes, and the impact of capital raising activities. Despite these concerns, bullish investors continue to highlight a massive order backlog and long-term AI infrastructure demand as catalysts for a potential rebound.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently the focal point of intense market speculation as retail investors debate the stock's valuation ahead of upcoming vehicle delivery reports and long-term autonomy narratives. While the community remains deeply divided, active discussions center on the stock's recent price volatility, the potential for a gamma squeeze, and the influence of Elon Musk's various ventures on institutional sentiment.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is surging as investors speculate on a potential buyout and upcoming phase 3 clinical trial data, creating a high-pressure environment for short sellers. The community is actively tracking record-breaking options volume and tight borrow supply, with many bullish participants holding for long-term catalysts despite the rapid price appreciation.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is trending as investors monitor its resilience alongside broader crypto market volatility and increasing institutional interest in tokenized assets. The community is actively discussing potential price recovery catalysts and the benefits of staking during periods of market consolidation.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ouster Inc. is seeing significant momentum as investors reprice its exposure to the growing humanoid robotics and 'Physical AI' sectors, bolstered by the company's strategic expansion in high-volume lidar production and successful infrastructure deployments like the FIFA World Cup transit initiative. Community sentiment remains overwhelmingly bullish, with many investors viewing the stock as a key 'picks-and-shovels' play for long-term industrial automation and machine perception, while active discussion centers on the companys recent technological milestones and its role in bridging the gap between digital AI and real-world execution.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is currently trending as shareholders express frustration over stagnant price action and persistent OTC trading, despite strong operational growth and recent buyback announcements. The community remains divided between long-term investors tracking expansion metrics and disillusioned traders frustrated by the lack of a NASDAQ relisting catalyst.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is seeing significant market enthusiasm driven by anticipation of a potential J-LEO contract award in Japan and recent successful satellite deployments. Community sentiment remains heavily bullish, with many investors viewing the current price action as a key re-rating phase fueled by the company's competitive direct-to-device technology and expected near-term catalyst announcements.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as the community prepares for the upcoming FDA Advisory Committee meeting in late July, which is being viewed as a critical step toward validating the company's dual-indication efficacy data. Investors are actively debating the impact of ongoing litigation with Nippon Shinyaku while maintaining high conviction in the potential for a broad label approval and a subsequent share price revaluation.

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 facing a wave of negative sentiment as analysts downgrade the stock ahead of earnings, while the community remains sharply divided between those calling it a generational value opportunity and others labeling it a broken brand. Investors are closely debating the potential impact of tariff refunds and international growth, even as technical signals indicate significant downward pressure and structural fatigue.

Charter Communications, Inc. engages in providing broadband communications services. Its services include Spectrum TV, Spectrum Internet, and Spectrum Voice. It offers business-to-business Internet access, data networking, business telephone, video and music entertainment services, and wireless backhaul. Its advertising sales division, Spectrum Reach, offers local, regional, and national businesses the opportunity to advertise in individual and multiple service areas on cable television networks and advanced advertising platforms. The company was founded in 1993 and is headquartered in Stamford, CT.

Charter Communications Inc. - Ordinary Shares - Class A

Charter Communications is currently experiencing intense volatility and downward pressure as institutional investors monitor the fallout from Berkshire Hathaway's complete exit from the position. The stock is the subject of a fierce battle between short sellers, who highlight long-term debt and subscriber churn, and bullish investors pointing to aggressive share buybacks, low valuation multiples, and the potential for a merger with Cox Communications as key catalysts for a long-term rebound.

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Rebalanced core portfolio 9/19/2025 
Top sells 
INDUSTRIALS $AIRR 
TECH $VGT 
SMALL VALUE $RWJ 
COMMUNICATIONS $ESPO 
CONSUMER DISCRETIONARY $XLY

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Rebalanced core portfolio 9/19/2025 
Top sells 
INDUSTRIALS 

Micah McDonald

@SemiRetiredBlueCollarGuy been watching $AIRR take off, think it’s too late to start a position? It’s cruising my beloved $VGT YTD.

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 take off, think it’s too late to start a position? It’s cruising my beloved 

Kali X

@7e7en I don&#39;t know that it&#39;s too late. morningstar show&#39;s $AIRR as a small cap growth industrials fund and i don&#39;t think the rotation into small caps is over yet. It doesn&#39;t need to be either/or, you could just allocate a small portion of your portfolio to it. i have 4% of my portfolio in AIRR and it&#39;s currently one my best performing positions. been quite pleased with it. my 8 best performing positions:

 I don't know that it's too late. morningstar show's 

 as a small cap growth industrials fund and i don't think the rotation into small caps is over yet. It doesn't need to be either/or, you could just allocate a small portion of your portfolio to it. i have 4% of my portfolio in AIRR and it's currently one my best performing positions. been quite pleased with it. my 8 best performing positions:

@SemiRetiredBlueCollarGuy thanks, appreciate the reply and screenshot. Had $GRID the radar too so will have to take a look there, and that $FIW is new to me, very interesting will add it to the list. 🙏

First Trust Exchange-Traded Fund III - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

First Trust Exchange-Traded Fund III - First Trust Water ETF

 thanks, appreciate the reply and screenshot. Had 

 the radar too so will have to take a look there, and that 

 is new to me, very interesting will add it to the list. 🙏

@7e7en $FIW has been a great holding for us, and interesting too. when i first started tracking it and investing in it, morningstar had it in the miscellaneous sector category, i used it as my 1 single miscellaneous sector holding while simultaneously holding a broad basket natural resources etf. as time went on, morningstar put the water etfs into the natural resources category. so now i just own FIW and no other natural resources etf. kind of an odd duck, almost seems like it could be in the utilities category, but a fine holding no matter how morningstar decides to classify it. My oldest document in my files on FIW was from 1/20/018, so that&#39;s probably about when i began investing in it:

 has been a great holding for us, and interesting too. when i first started tracking it and investing in it, morningstar had it in the miscellaneous sector category, i used it as my 1 single miscellaneous sector holding while simultaneously holding a broad basket natural resources etf. as time went on, morningstar put the water etfs into the natural resources category. so now i just own FIW and no other natural resources etf. kind of an odd duck, almost seems like it could be in the utilities category, but a fine holding no matter how morningstar decides to classify it. My oldest document in my files on FIW was from 1/20/018, so that's probably about when i began investing in it: