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SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing heightened volatility and intense community discussion following a record earnings beat, with investors debating the potential for a short squeeze given its high short interest and strong growth outlook. The community is focused on critical technical levels around the eight-dollar mark, with many bulls maintaining long-term conviction in the company's voice AI technology and enterprise adoption despite persistent downward pressure from short sellers.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is seeing heightened activity as the community remains divided over the firm's ongoing share dilution to support its Bitcoin strategy, while retail traders track potential catalysts related to U.S. legislative developments. Investors are actively debating whether the current price action represents a tactical accumulation phase or a warning sign as the company continues to manage its debt and treasury positions.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is experiencing heightened volatility as investors weigh the company's recent technical milestone of achieving first criticality at its test reactor against ongoing concerns over share dilution and the pace of commercialization. While supporters point to the company's progress and institutional backing in the clean energy sector as long-term catalysts, retail sentiment remains polarized by management's selling activity and the stock's significant decline from previous highs.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire is experiencing significant community interest and bullish sentiment driven by strong Q2 earnings results that showcased record revenue, improved margins, and a substantial contracted backlog. Investors are actively discussing the stock's potential for a short squeeze, citing high short interest and emerging opportunities in the space pharmaceutical and defense sectors as key catalysts for sustained growth.

Doximity, Inc. engages in the development and operation of an online platform for medical professionals. Its cloud-based software has the ability to enable users to collaborate with their colleagues, coordinate patient care, conduct virtual patient visits, stay up to date with the latest medical news and research, and manage their careers. The company was founded by Shari Buck, Konstantin Guericke, Nate Gross, and Jeffrey A. Tangney on April 16, 2010 and is headquartered in San Francisco, CA.

Doximity Inc - Ordinary Shares - Class A

Doximity Inc

Doximity shares experienced high volatility, surging significantly on strong earnings and bullish commentary regarding their AI product momentum, before settling as traders debated the sustainability of the move. While management touted competitive advantages in clinical AI, the community remains sharply divided, with some investors focusing on the squeeze potential and others dismissing the rally as an overextended pump.

Airbnb, Inc. engages in the management and operation of an online marketplace. Its marketplace model connects hosts and guests online or through mobile devices to book spaces. The company was founded by Brian Chesky, Nathan Blecharczyk and Joseph Gebbia in 2007 and is headquartered in San Francisco, CA.

Airbnb Inc - Ordinary Shares - Class A

Airbnb Inc

Airbnb is seeing heightened investor attention as the company aggressively integrates AI leadership to expand beyond short-term rentals and capitalize on upcoming travel catalysts like the FIFA World Cup. While bullish sentiment grows around these new growth pillars, community discussion remains polarized, with many retail traders closely monitoring key breakout levels and debating the long-term impact of evolving consumer travel habits.

AeroVironment, Inc. is a defense technology company delivering integrated capabilities across air, land, sea, space, and cyber. The company develops and deploys autonomous systems, loitering munitions, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities-built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. At the core of these technologies lies AV_Halo, a modular, mission-ready suite of AI-powered software tools that empowers warfighters and enables full-battlefield dominance: detect, decide, deliver. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future-defining capabilities at speed, scale, and operational relevance. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment is trending following a major $500 million U.S. Army contract award for counter-drone systems, which adds to a massive, growing backlog that investors see as evidence of the Pentagon's shift toward real-world deployment of autonomous defense technology. The community is actively debating the company's valuation relative to its defense sector peers and monitoring whether this consistent contract scaling will trigger a move back toward previous highs.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital is trending as it rides a massive sectoral rebound driven by strong earnings and AI infrastructure demand from major hyperscalers. Investors are actively debating whether this surge marks a sustainable recovery or another volatile swing, with community sentiment heavily focused on potential M&A activity and the company's ability to execute on its massive data center pipeline.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian is surging following strong quarterly results that showcased accelerating cloud revenue and momentum in AI-driven enterprise collaboration tools. The market is actively debating whether these software sector leaders can sustain their recovery after a period of intense skepticism regarding AI's impact on long-term SaaS business models.

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

Investors are closely monitoring Corsair Gaming as the community debates whether the company's expansion into AI workstations and strong operational performance justifies a higher valuation. While some traders are focused on a potential short squeeze driven by significant short interest, others emphasize the company's turnaround and upcoming product cycles as key catalysts for long-term growth.

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$TPB I exited most of my AI and Crypto exposure to raise some cash.  I did add a few more shares and calls to my TPB position.  Apparently TPB doesn&#39;t know there is market volatility as it sets up in the @MarketSurge buy zone.

Tom Bruni, CPA, CMT

Endo Orphin

Dylan Hobe

John carli

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Turning Point Brands Inc

 I exited most of my AI and Crypto exposure to raise some cash.  I did add a few more shares and calls to my TPB position.  Apparently TPB doesn't know there is market volatility as it sets up in the 