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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals quarterly results and outlook for accelerating AI data-center capacity growth are driving attention, with traders highlighting the strong adjusted results, rising recurring rent and plans to bring more capacity online. The muted share-price reaction has sparked debate: bulls point to execution and expansion potential, while skeptics focus on heavy debt, losses and the large share of revenue from tenant fit-out work rather than recurring rent.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs strong run and consolidation just below the $200 mark dominate discussion, with traders watching repeated resistance around $194$195 and debating whether a breakout is coming. Bulls point to the stocks momentum and AI growth story, while bears cite its demanding valuation and warn of a pullback; options traders also complain that choppy trading is eroding premiums.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

A bipartisan House panels report alleging structural ties between Webull and China, including concerns about U.S. customer data and funds, has driven a sharp selloff; Webull disputes the reports findings. Traders are split between viewing the drop as an overreaction and buying the dip, and worrying about regulatory fallout, lost customer trust, and transfers to competing brokers such as Robinhood.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

A conditional long-term U.S. defense financing commitment to expand Wolfspeeds domestic silicon-carbide and gallium-nitride production has fueled a sharp move and speculation about a short squeeze. Traders are split between viewing the backing as a boost to the companys prospects and warning that the loan remains conditional and could bring shareholder dilution through warrants.

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 advancement to Stage C of DARPAs Quantum Benchmarking Initiative is the main focus, with traders viewing the selection as recognition and a potential source of future funding. Others caution that independent validation is still ahead, while many express frustration that the news has not translated into stronger share performance.

Subsquid Network is an innovative decentralized data lake and query engine designed to offer developers performant and permissionless access to data, aiming to build a neutral and open internet rooted in Web3 principles. Secured by ZK proofs, the Subsquid network boasts a modular architecture that enables exceptional scalability and developer convenience optimized for blockchain indexing, dApp development, and analytics.  Subsquid is a response to unscalable and rigid monolithic indexing frameworks that had previously gained popularity and market traction among Web3 developers. Today, these frameworks are struggling to adapt in a rapidly evolving blockchain environment. Additionally, the network serves as a highly efficient and decentralized alternative to centralized infrastructure firms, including large RPC and API providers.

Attention centers on SQDs role as blockchain data infrastructure and claimed enterprise adoption, including Google Cloud validation and integrations traders associate with Solana and other networks. Bullish holders see growing use as a potential driver of token demand, while skeptics question whether enterprise revenue will benefit SQD holders and point to unlock-related selling and volatility.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLakes BLA submission for sonelokimab in hidradenitis suppurativa and the pending FDA review decision dominate discussion. Traders disagree over the drugs approval prospects and commercial competitiveness: bullish holders point to clinical data and cash reserves, while bearish voices cite disappointing IZAR results, dilution, management concerns, and uncertainty about launching without a partner.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Anticipation and uncertainty around NASAs CLPS 2.0 lunar-contract awards dominate the discussion, with traders watching for another timing update after repeated reports of delays. Bulls see a potential award as a catalyst, while skeptics focus on the stocks volatile price action and broader weakness in space stocks.

Kyverna Therapeutics, Inc. is a cell therapy clinical-stage biotechnology company, which engages in the provision of treatments and potential cures for serious autoimmune diseases. The company was founded in June 2018 and is headquartered in Emeryville, CA.

Kyverna Therapeutics Inc.

Positive clinical results for Kyvernas miv-cel in stiff person syndrome and generalized myasthenia gravis, alongside progress toward an FDA filing for SPS, are driving attention. Many traders view the durability and safety data as supportive of a first-in-class autoimmune CAR-T therapy, while others point to the stocks weak reaction and raise concerns about profit-taking and potential dilution.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubriks strong quarterly results and raised outlook have fueled debate after shares sold off despite the beat. Bulls characterize the decline as profit-taking and point to durable cybersecurity demand, while bears focus on softer cloud net-new ARR growth and cautious guidance that they say undermines confidence in management.

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 Defense related names getting hammered recently WTH is this market?!