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Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is currently trending following a sharp price decline triggered by the pricing of a 125 million dollar convertible note offering intended to fund the expansion of large-scale data center projects. While the community is deeply divided between long-term investors highlighting massive secured contracts and bears pointing to dilution risks and management credibility concerns, the stock remains a high-interest target for short-squeeze speculation and dip-buying debates.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending following reports that Stripe and Advent International have submitted a multibillion-dollar takeover bid. Community sentiment is mixed, as many investors argue the proposed buyout price is a significant undervaluation for a company with such strong free cash flow and strategic assets.

Electrovaya, Inc. is a lithium-ion battery technology and manufacturing company. engages in designing, developing, and manufacturing proprietary lithium-ion batteries, battery systems, and battery-related products for energy storage, clean electric transportation, and other specialized applications. The firm's businesses include lithium-ion batteries to power MHEVs including forklifts and Automated Guided Vehicles, as well as accessories such as battery chargers to charge the batteries; electromotive power products for electric trucks, electric buses and other transportation applications; industrial products for energy storage; and specialty applications which require complex power solutions, including competencies in building systems for third parties. The company was founded by Sankar Das Gupta in September 1996 and is headquartered in Mississauga, Canada.

Electrovaya, Inc.

Electrovaya is experiencing significant volatility and trading interest following the announcement of a commercial partnership and warrant transaction with Amazon to support the deployment of its battery technology. While some investors view the deal as a major growth catalyst, community discussion is sharply divided between those speculating on a squeeze and others expressing concern over potential dilution and the long-term economic structure of the agreement.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is rallying as investors react to a significant follow-on production order for its FOX-XP wafer-level burn-in system, signaling increasing adoption within the AI and silicon photonics supply chain. The community is actively debating the stock's valuation and volatility, with many traders focusing on the stock's potential for further momentum as it heads toward upcoming earnings.

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 Digital is experiencing intense volatility and downward pressure as the broader AI infrastructure sector faces macro-economic uncertainty and institutional rotation, leaving the community divided between long-term holders citing strong contracted revenue and hyperscaler demand and short-term traders wary of technical weakness. Investors are closely monitoring upcoming earnings and potential project financing announcements for clarity, while active community discourse continues to debate whether the recent decline represents an irrational sell-off or a necessary valuation correction.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNav is trending as investors closely track regulatory developments following the filing of a Notice of Proposed Rulemaking with OIRA, which community members view as an imminent catalyst for the stock. While some participants express frustration over timeline delays and political headwinds from opposition groups, others maintain strong conviction in the company's spectrum value and PNT technology, viewing recent volatility as a buying opportunity.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing intense community discussion as investors weigh the stock's long-term potential in AI infrastructure against persistent short-term volatility and recent leadership compensation controversies. While some market participants are expressing frustration over the stock's recent downtrend, others are closely monitoring upcoming project milestones and potential hyperscaler partnerships as key catalysts for a long-term turnaround.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is experiencing significant volatility as investors reassess hyperscaler AI infrastructure spending, compounded by sector-wide pressures and recent insider selling. Despite these headwinds, the stock remains a central focus for the community, with many traders debating whether the current pullback represents a strategic entry point or the beginning of a larger correction.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is actively trending as investors weigh strong relative strength and a breakout toward all-time highs against concerns over its premium valuation and potential headwinds in the Chinese market. Community debate is polarized between long-term holders prioritizing the strength of the ecosystem and short-sellers betting that the current price levels are unsustainable due to slowing hardware demand and ongoing AI infrastructure challenges.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk Corp is currently experiencing intense volatility as investors debate whether the stock is undergoing a healthy technical correction or a more significant structural breakdown driven by broader semiconductor sector rotation and concerns over future AI infrastructure spending. The community remains deeply divided, with many traders actively debating the validity of bear theses, potential market manipulation, and the timing of various support levels for bottom-fishing strategies.

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$MVST some of this is fair. Revenue down 48% last quarter, no formal guidance, going-concern language in the filing, China subsidy rollback real. Nobody serious calls this low-risk.

The $140M is total bank borrowings of $138.8M, and only $111M is short-term. It sits at MPS, the profitable China sub that’s rolled these lines for years at 2.4 to 4.85% with no default. The Wu note converted to equity May 28 and released the Acquiom liens. No balloon by year end.

No CFO. They named a permanent one in January, Worthen. The Chief Accounting Officer is the seat that opened in May.

On KAF, Microvast buys drivetrain parts, the way any powertrain integrator does. The battery is theirs.

Large format LFP. ME6 is a 565Ah LFP storage cell, UL-certified. Huzhou lists 290, 314, and 565Ah LFP, and they presented a ME7 storage system at CSPI. The 2022 10-K says they built the LFP program for a Chinese OEM and won it over one of the world’s biggest battery makers.

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$MVST These are the actual facts about the state of things

1. Nothing shown on this table is actually manufactured by Microvast, killing the vertically integrated MOAT and kills the last pillar which has been margins.

2. Microvast has little or no LFP production and definitely not large format LFP. It&#39;s Phases are the campus not the factories. To the best of my ability Phase 1 campus is a flex line of LTO NMC and possibly LFP mixes. Phase 2 campus is all the production of battery components and packing. Phase 3 campus is the fully automated NMC.

3. Korean NMC battery fires tainted all NMC tech including MVST&#39;s safe NMC

4. Revenue dropped 50% and there&#39;s still no revenue guidance for a year that&#39;s almost over.

5. They never made it into the NGDEV, it&#39;s a American Battery Solutions pack.

This situation honestly feels worse than the Clarksville blowup because at least there was Asia to fall back on. This looks like they are currently fucked on all fronts. What fact challenges this

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Microvast Holdings Inc

$MVST
Barred from Korea. Backwards. July 1 Korea cut BYD and Zeekr on the new subsidy screen, heaviest category domestic supply chain. Pline Motors cleared it in the bus segment, with Microvast cells. A supply chain screen that failed two Chinese brands passed a bus maker running Microvast.

NMC fires tainting Microvast. Guilt by association. Its cells passed that same Korean screen, which scores safety, and its Gen 5 pack states compliance with GB 38031-2025, the new 120-minute no-fire standard. A fire in another maker’s cell says nothing about Microvast’s.

Mattis leaving. She vested 112,500 performance shares in March, holds over 970,000, keynoted IMLB in June. 
CBIS2026 invite-only in November.

The risks are real. Most of these facts don’t hold up.

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Rerating Ledger

 some of this is fair. Revenue down 48% last quarter, no formal guidance, going-concern language in the filing, China subsidy rollback real. Nobody serious calls this low-risk.

The $140M is total bank borrowings of $138.8M, and only $111M is short-term. It sits at MPS, the profitable China sub that’s rolled these lines for years at 2.4 to 4.85% with no default. The Wu note converted to equity May 28 and released the Acquiom liens. No balloon by year end.

No CFO. They named a permanent one in January, Worthen. The Chief Accounting Officer is the seat that opened in May.

On KAF, Microvast buys drivetrain parts, the way any powertrain integrator does. The battery is theirs.

Large format LFP. ME6 is a 565Ah LFP storage cell, UL-certified. Huzhou lists 290, 314, and 565Ah LFP, and they presented a ME7 storage system at CSPI. The 2022 10-K says they built the LFP program for a Chinese OEM and won it over one of the world’s biggest battery makers.

@Bdono92 thanks for the information. Still highly skeptical when it comes to LFP claims.  That 2021-2022 order, they did not make their own cathode when you dig into the SEC docs. There&#39;s also definitely no fully automated LFP line, so best case there&#39;s no way a manual LFP line is competitive. If they aren&#39;t announcing a LFP plant for CV soon, not sure where things go from here.

 thanks for the information. Still highly skeptical when it comes to LFP claims.  That 2021-2022 order, they did not make their own cathode when you dig into the SEC docs. There's also definitely no fully automated LFP line, so best case there's no way a manual LFP line is competitive. If they aren't announcing a LFP plant for CV soon, not sure where things go from here.