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The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk Inc. is facing intense volatility as investors brace for upcoming earnings, with social media discourse heavily polarized between shareholders demanding leadership changes due to stagnant growth and bargain hunters loading up in anticipation of a potential reversal. The community remains deeply skeptical, with frequent comparisons to ad-tech peers and widespread anxiety over competitive headwinds, leading to heavy options activity and speculation that the stock is currently detached from its underlying financials.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is experiencing significant volatility driven by intense debate surrounding a widely reported but unverified short position attributed to Michael Burry. Community sentiment remains polarized, with many bulls dismissing the short report as market manipulation or "fake news" while focusing on the stock's strong AI infrastructure fundamentals and upcoming earnings report.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics Inc. is trending as investors react to a significant sector-wide boost from reports of potential U.S. government restrictions on Chinese-made optical transceivers, which could benefit domestic manufacturers with vertically integrated capacity. The stock is seeing high volatility and heavy trading volume as traders position themselves ahead of the upcoming earnings release and analyze the company's ability to capitalize on accelerating AI data center infrastructure demand.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is facing intense volatility as the market reacts to a recent $2.5 million Air Force contract for its Black Widow drones, while shareholders remain deeply divided over the company's lack of consistent large-scale revenue. Community discussions are dominated by debates over whether the stock is a long-term defense play positioned for potential adoption or a dilution-heavy underperformer struggling with missed guidance and leadership turnover.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodata is facing intense market volatility as investors weigh strong fundamental growth against broader AI sector spending concerns ahead of the upcoming earnings release. The community remains divided between those expecting a repeat of previous breakout performance and those cautious of technical breakdown risks, leading to high levels of hedging and profit-taking in the current session.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune Group is seeing heightened market volatility and active investor debate following a delay in the FDA's regulatory decision for its skin cancer drug, with community sentiment deeply divided between hopes for a breakthrough approval and fears of a third complete response letter. Traders are closely scrutinizing the company's uncharacteristic silence and recent price action for signs of potential dilution or internal news, while the broader biotech sector watches closely as this binary event nears its conclusion.

Corsair Gaming, Inc. designs and supplies hardware components for personal computers. It operates through the Gamer and Creator Peripherals, and Gaming Components and Systems segments. The Gamer and Creator Peripherals segment offers gaming keyboards, mice, headsets, controllers, and gaming gear including capture cards, Stream Decks, USB microphones, studio accessories, and EpocCam software, as well as coaching and training services. The Gaming Components and Systems segment focuses on creating power supply units, or PSUs, cooling solutions, computer cases, DRAM modules, prebuilt, and custom-built gaming PCs. The company was founded by Andrew J. Paul in 1994 and is headquartered in Milpitas, CA.

Corsair Gaming Inc

Corsair Gaming is generating significant buzz as investors track its pivot toward high-growth AI workstations and potential hardware synergies within the gaming sector. The community is actively discussing a strong technical setup, fueled by institutional interest and high short interest, while eagerly anticipating upcoming management appearances that could serve as a catalyst for further momentum.

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 currently trending as investors weigh its recent capital raise against the company's long-term potential in Physical AI and robotics. The community remains focused on Ouster's technological advancements, such as the REV8 sensor, while debating the impact of ongoing market volatility and speculative interest in the lidar sector.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

Cleanspark Inc. is facing intense market volatility following its recent major AI data center lease announcement, as investors weigh the company's long-term infrastructure pivot against ongoing concerns regarding earnings losses and sector-wide sentiment. While institutional interest remains high, the community is actively debating whether current price action represents an undervaluation relative to its multi-billion dollar deal or a continued susceptibility to dilution and broader macro headwinds.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as investors weigh its critical role in domestic rare earth supply chains and defense-focused initiatives against heavy short interest and persistent stock price volatility. The community is actively debating the impact of government-backed supply chain mandates and potential production scaling while remaining split on whether the current pullbacks represent a long-term value opportunity or a continued downward trend.

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$ARKG Did you miss $TEM how about $RXRX ?  $CRSP ?  Well, look at Cathie&#39;s fund.  It&#39;s been left for dead and it would seem the AI narrative is coming to biotechnology.  Today was a clean breakout and history suggests this could get into the triple digits over time.  Good performance ignites a virtuous cycle.  More buyers chase performance, more capital inflows get put to work in the portfolio, driving prices higher, then performance improves attracting more money.  This happened in the past.  And the flipside is the death spiral once performance peaks, people liquidate, Cathie is forced to sell to meet redemptions.  Well, the fund was flat for over a year.  Now it&#39;s turned up.  The monthly chart doesn&#39;t lie.

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Tempus AI Inc

 ?  Well, look at Cathie's fund.  It's been left for dead and it would seem the AI narrative is coming to biotechnology.  Today was a clean breakout and history suggests this could get into the triple digits over time.  Good performance ignites a virtuous cycle.  More buyers chase performance, more capital inflows get put to work in the portfolio, driving prices higher, then performance improves attracting more money.  This happened in the past.  And the flipside is the death spiral once performance peaks, people liquidate, Cathie is forced to sell to meet redemptions.  Well, the fund was flat for over a year.  Now it's turned up.  The monthly chart doesn't lie.

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Michelle Arcaro

@AskLou tesla was the reason it was pumped last time

 tesla was the reason it was pumped last time

Mommymakemoney

@Mommymakemoney https://www.perplexity.ai/search/was-tesla-a-holding-in-the-gen-QRnccRYURKGvKS6KWX8YXQ

Perplexity

@AskLou ye, but at that time, Cathie Wood was seen as the Buffet of 2020 while Tesla was pumping hard so people just rushed in to buy whatever Cathie Wood touched

 ye, but at that time, Cathie Wood was seen as the Buffet of 2020 while Tesla was pumping hard so people just rushed in to buy whatever Cathie Wood touched