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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

A strong Q3 revenue beat, raised outlook and record AI-compute backlog are driving attention, with traders treating the results and customer prepayments as reassurance that demand and financing are holding up. Bulls are celebrating the rebound and speculating about short covering, while skeptics stress CoreWeaves heavy debt, interest costs and capital needs.

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

Nvidia is under pressure amid reports about CEO Jensen Huangs relationship with a woman described as a suspected Chinese spy and scrutiny over whether chips reached China in breach of export restrictions, raising governance, national-security and leadership concerns. Bulls argue the selloff overstates the risk and point to continued AI demand and CoreWeaves strong results, while skeptics see uncertainty around the investigation and Huangs role as an overhang.

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 drawing attention ahead of its Q3 earnings report, with traders focused on whether Northern Datas AI data-center revenue and the Quake AI expansion can drive a strong result; bullish posts also point to the Anthropic agreement and elevated short interest as potential catalysts. Others question financing, dilution and execution, and some dispute how much the reported contract will translate into revenue.

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

Netlists quarterly results and earnings call are driving attention, with traders weighing improved profitability and recurring Samsung and Micron licensing revenue against a miss versus elevated expectations and weaker product sales. Many are bullish on managements stronger outlook and speculate that SK Hynix could be the next licensing partner, though no new Hynix deal was confirmed.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigettis quarterly results missed expectations and its revenue outlook disappointed, fueling concerns about its valuation and how long quantum computing commercialization may take. Bears question the companys limited near-term business traction, while bullish traders point to technical progress, cash reserves and government support as reasons to focus on the longer-term opportunity.

Zcash (ZEC) is a cryptocurrency . Users are able to generate ZEC through the process of mining. Zcash has a current supply of 16,959,453.18587388 with 16,959,453.64420722 in circulation. The last known price of Zcash is 1,033.61575403 USD and is down -11.66 over the last 24 hours. It is currently trading on 670 active market(s) with $1,322,935,861.71 traded over the last 24 hours. More information can be found at https://z.cash/.

Zcash

Zcash is drawing attention for a sharp pullback after a major rally, with traders debating whether the decline reflects broader crypto-market pressure or ZEC-specific selling. The community is split between warning that support has broken and buying the dip, with some bulls still citing Zcashs privacy-focused appeal.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs sharp rebound and relative strength versus Nvidia are fueling speculation that investors are rotating into chip competitors amid scrutiny of Nvidias leadership; others argue the move is an oversold sector bounce, not evidence of confirmed market-share gains. Traders are also debating AMDs AI growth prospects against its high valuation.

Amentum Holdings, Inc. engages in mission-critical, technology-driven services in government and commercial markets. It operates through the Digital Solutions and Global Engineering Solutions segments. The Digital Solutions segment provides advanced digital and data-driven solutions including intelligence analytics, space system development, cybersecurity, and next generation IT. The Global Engineering Solutions segment manages large-scale environmental remediation, nuclear power solutions, platform engineering, sustainment and supply chain management. The company was founded on November 26, 2019 and is headquartered in Chantilly, VA.

Amentum Holdings Inc.

Repeated contract awards across defense, NASA and nuclear work are drawing attention, but traders are frustrated that the stock has stayed weak despite its growing backlog. Bulls argue AMTM is undervalued, while skeptics question whether the awards will translate into stronger growth and profitability given concerns about margins and debt.

Legend Biotech Corp. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, manufacturing, and commercialization of novel therapies for oncology and other indications. The firm develops advanced cell therapies across a diverse array of technology platforms, including autologous and allogeneic chimeric antigen receptor T-cell, gamma-delta T cell and natural killer cell-based immunotherapy. It operates through the following geographical segments: United States of America, China, and Other. The company was founded in 2014 and is headquartered in Bridgewater, NJ.

Legend Biotech Corp - ADR

Legend Biotech

Legend Biotechs post-results selloff is centered on concerns about slower U.S. CARVYKTI uptake and managements view that sales expectations are at the high end of its outlook, despite continued global growth. Traders debate whether the decline is an overreaction to a solid quarter and strong international demand or a warning about near-term growth; some also point to upcoming in-vivo CAR-T data as a longer-term catalyst.

American Bitcoin Corp. engages in the management of a bitcoin accumulation platform. It offers exposure to bitcoin through an industry-first business model that integrates scaled self-mining operations with disciplined accumulation strategies. The company was founded by Eric Trump and Donald John Trump Jr. on October 3, 2018 and is headquartered in Miami, FL.

American Bitcoin Corp. - Ordinary Shares - Class A

American Bitcoin Corp.

ABTCs steep post-reverse-split decline has traders focused on dilution concerns, possible further share issuance or another reverse split, and heavy short positioning; claims that these pressures are driving the selloff remain community speculation. Some investors expect a rebound alongside Bitcoin or a short squeeze, while others say the stock has lagged Bitcoin and see more downside risk.

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$QBTS  beats revenue estimates but misses on EPS, with bookings declining 19% YoY, and gets punished. Meanwhile, $RGTI  misses estimates across the board, yet somehow keeps raising the bar. Make sense of that market logic. 🤡

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Helin Melki (هيلين ملكي)

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D-Wave Quantum Inc

  beats revenue estimates but misses on EPS, with bookings declining 19% YoY, and gets punished. Meanwhile, 

  misses estimates across the board, yet somehow keeps raising the bar. Make sense of that market logic. 🤡

Gold Smith

@Arnazon when folks realize these are not valued on EPS/ revenue but on potential .. it’ll make sense .. else why would a company making a few million be valued at billions? 💭

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 when folks realize these are not valued on EPS/ revenue but on potential .. it’ll make sense .. else why would a company making a few million be valued at billions? 💭