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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

Supermicros reported shipment of NVIDIA Vera Rubin rack-scale systems, including initial deliveries to SpaceX, is fueling renewed interest in its AI-server business and a recent push higher. Bulls see the shipment and broader AI demand as support for a breakout, while skeptics point to resistance near recent trading levels, volatility, and concerns about margins and management credibility.

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

Conflicting analyst views on AppLovins growth are driving attention: traders cite Edgewaters concerns about slowing market-share gains, competition, and pressure on ad spreads, while pointing to Citis report of accelerating e-commerce client growth as a bullish counterpoint. The debate has fueled sharp price swings, with some traders selling or worrying about further weakness and others buying the dip ahead of earnings.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novos Capital Markets Day growth plans failed to reassure investors, with traders focused on Lillys competition, semaglutide patent risk and doubts about managements ability to restore growth. Many are frustrated and bearish after the selloff, while some argue the valuation and Wegovy pill momentum are being overlooked.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs real-time quantum error-correction decoder demonstration on a standard CPU is the main focus, with traders also citing its planned quantum-processor deployment at NVIDIAs research center. Bulls see progress toward fault-tolerant computing, while skeptics note the decoder results were based on simulations and question whether the announcement justifies the stocks sharp move.

Maase, Inc. operates as a integrated provider and operator of artificial intelligence (AI) centric full-scene digital systems. The firm focus on areas of flexible energy deployment and intelligent commercial network operation, and provide closed-loop solutions from computing infrastructure, smart hardware and full-scene services, aiming to achieve large-scale implementation of AI technologies across industries. The company was founded by Hai Feng Yu on August 6, 2018 and is headquartered in Qingdao, China.

Maase Inc. - Ordinary Shares - Class A

Highest Performances Holdings Inc. - ADR

A sizable PIPE financing with a long lock-up is drawing attention, alongside plans to fund MAASs AI compute infrastructure and related services. Some traders see the financing as long-term backing for the AI pivot, while others are focused on deployment efficiency, margins, and the stocks pullback.

Aduro Clean Technologies, Inc. engages in the manufacture of oils and specialty chemicals using waste plastics. It focuses on hydrochemolytic technology to transform post-consumer polymer waste into a resource for the circular economy. It also develops a novel chemical conversion process to transform waste plastics and low grade renewable oils into renewable fuels and specialty chemicals. The company was founded on January 10, 2018 by Ofer Vicus and William Marcus Trygstad and is headquartered in Sarnia, Canada.

Aduro Clean Technologies Inc

Aduros reported 75-hour NGP campaign, which achieved high condensable hydrocarbon yields across changing plastic feedstocks, is drawing attention as a sign of technical progress. Supporters view the results as validation of the process, while skeptics say the company still needs to demonstrate commercial economics and secure deals or contracts.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros is drawing attention after a steep selloff to fresh lows, with traders debating whether valuation compression, rising costs, competition and concerns about consumer spending justify the declineor whether the shares are oversold given the companys expansion plans and busy locations. Some also blame uncertainty around the Salad and Go deal, while bullish and bearish views remain sharply divided.

Zcash is a privacy-focused cryptocurrency that uses trustless zero-knowledge proofs to enable fully encrypted transactions while maintaining blockchain transparency and security. It was the first cryptocurrency to implement zero-knowledge encryption for private peer-to-peer payments, addressing the fundamental privacy gap in traditional cryptocurrencies that expose transaction details publicly.   With a fixed supply of 21 million ZEC and a halving schedule similar to Bitcoin, Zcash allows users to prove transactions are valid without revealing sensitive information like wallet balances, transaction amounts, or participant identities, making it suitable for everyday payments, long-term savings, and cross-border money transfers where financial confidentiality matters.  The protocol operates on its own blockchain currently using Proof-of-Work consensus, though it's evolving toward Proof-of-Stake through the planned "Crosslink" upgrade to enhance security, scalability, and energy efficiency. Zcash employs trustless zero-knowledge proofs (Halo) within its Orchard shielded pool to verify transactions without revealing sender, receiver, or amount information.   Users can choose between transparent public transactions and shielded private transactions through Unified Addresses, which work with both types. The network is faster and cheaper than Bitcoin, with new blocks mined every 75 seconds and transaction fees typically just a fraction of a cent. Privacy adoption has surged in 2025, with over 30% of total ZEC supply now held in fully shielded pools.  Zcash was created by a group of scientists in 2013 who initially proposed Zerocoin as a privacy extension to Bitcoin before building a standalone protocol. The ecosystem operates with a self-funded development model where block rewards support independent teams through the Zcash Community Grants Committee and a new Coinholder-Controlled Fund.

Zcash

Zcashs sharp rally and push to record highs are driving attention, with traders citing renewed interest in privacy-focused crypto and the Grayscale Zcash ETFs announced share split. Sentiment is largely bullish, with talk of momentum and short covering, though some traders warn the run may be overextended and expect a pullback.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlist is drawing attention as traders await the U.S. International Trade Commissions decision on whether to investigate its patent complaint against Micron after repeated postponements. Many expect an investigation to increase pressure for a licensing deal, while others caution that settlement talk is unconfirmed and that the delays may be procedural; the debate follows Netlists recent Samsung licensing agreement.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Waves finalized U.S. Commerce Department CHIPS Act funding agreement and government equity stake are driving the main discussion, alongside a broader rally in quantum-computing stocks. Traders are split between viewing federal backing as validation and worrying that the share issuance tied to the deal will dilute existing holders.

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$BOLD quite the 10%+er buy 
 
TANG Capital Management LLC (10%+) purchased 286,333 shares at an average price of $2.50 (Form 4).

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Boundless Bio Inc.

 quite the 10%+er buy 
 
TANG Capital Management LLC (10%+) purchased 286,333 shares at an average price of $2.50 (Form 4).