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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 drawing significant investor attention ahead of its upcoming earnings report, with the community closely tracking how local infrastructure hurdles at its New Jersey site will influence guidance. Bullish sentiment is largely fueled by broader sector momentum and anticipation of potential mega-deal announcements, while debate intensifies between those betting on a short squeeze and those concerned about fundamental execution risks.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is surging in sentiment after delivering a massive earnings beat and issuing fiscal 2027 revenue guidance that significantly outpaces analyst expectations. The community is actively debating the company's valuation gap relative to its record $60 billion order backlog, with many investors anticipating a short squeeze as market participants reassess the company's profitability and capital position.

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

CoreWeave is trending following a massive earnings beat and significant backlog growth that signaled accelerating AI compute demand, fueling a sharp rally in the stock. The community is sharply divided, with bulls celebrating the infrastructure execution while bears warn of significant debt loads, cash burn, and looming volatility from short squeezes.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as investors rally ahead of upcoming quarterly earnings, fueled by a series of recent defense contract wins including a notable selection by the Israeli Ministry of Defense for its tactical drone program. Community sentiment is heavily focused on the stock's significant short interest, with many actively discussing the potential for a short squeeze if the company delivers a strong earnings beat and upward guidance revision.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

Liquidia Corp is experiencing heightened volatility and intense investor interest as shareholders await a pivotal legal ruling on patent litigation and anticipate upcoming financial results. The community remains deeply divided, with bulls pointing to Yutrepia's strong commercial adoption and market share gains, while skeptics focus on valuation concerns and the potential competitive pressure from new industry developments.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCellera Biologics is trending due to the release of strong Phase 2 data for ABCL635, showing a significant reduction in menopausal hot flashes that has sparked a wave of analyst price target upgrades and sparked intense debate over the company's platform validation. Investors are actively discussing the implications of this clinical success on the stock's future, with many debating the impact of the newly announced $200M public offering and its potential to fund the company's path toward commercialization.

T1 Energy, Inc. engages in providing energy solutions focused on solar module and solar cell manufacturing. It focuses on building an integrated U.S. supply chain for solar and batteries. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy is experiencing significant volatility driven by concerns over project financing and execution timelines for its G2 Austin facility, leading to active community debate regarding potential dilution risks and long-term sector potential. While investors remain divided over the company's capital management, many are closely monitoring institutional interest and policy catalysts that could influence its role in the domestic renewable energy supply chain.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending as investors react to strong quarterly earnings, improved 2026 guidance, and expanded production capacity at its new Livermore facility to meet surging demand from the aerospace and defense sectors. The community is actively debating the company's growth trajectory and whether this infrastructure expansion effectively resolves previous capacity bottlenecks.

First Majestic Silver Corp. engages in the production, development, exploration and acquisition of mineral properties. It owns and operates producing mines in México including the La Encantada Silver Mine, La Parrilla Silver Mine, San Martin Silver Mine, La Guitarra Silver Mine, Del Toro Silver Mine, Santa Elena Silver & Gold Mine, and San Dimas Silver & Gold Mine. The company was founded by Keith Neumeyer on September 26, 1979 and is headquartered in Vancouver, Canada.

First Majestic Silver Corporation

First Majestic Silver investors are closely monitoring technical support levels and broader market macro catalysts, with the community actively debating whether miners are poised for a momentum-driven breakout or if further volatility is ahead. Market sentiment is heavily focused on upcoming central bank decisions and industrial demand dynamics as key drivers to break the stock out of its recent consolidation phase.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is seeing increased trader interest as the market closely tracks its upcoming earnings report and the broader sector's response to space industry milestones. Community discussions are heavily focused on the company's competitive standing against peers and its long-term potential in defense and lunar exploration, with many participants debating the impact of recent contract wins and macroeconomic headwinds.

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$SMCI 🚨 — THIS REPORT IS ABSOLUTELY MASSIVE. 🚨

Forget the noise and LOOK AT THE NUMBERS:

🔥 FY2027 revenue guidance: $65B–$72B vs. Wall Street at just $52.99B — midpoint is nearly $16B ABOVE consensus!

🔥 $60B+ in NEW ORDERS + RECORD BACKLOG entering FY27.

🔥 Q4 sales nearly DOUBLED YoY: $11.12B vs. $5.76B.

🔥 Net income exploded to $1.17 BILLION vs. just $195.2M last year — roughly 6X!

🔥 Adjusted EPS $1.70 vs. $0.92 expected — an ~85% beat.

🔥 Gross margin hit 17.5%, ABOVE the already-raised 15–17% forecast.

🔥 Next quarter revenue: $14.5B–$15.5B vs. $11.82B expected.

And the Q4 revenue miss? Management says power, cooling and networking delays pushed revenue into FUTURE QUARTERS, not lost demand.

That distinction is HUGE.

$65B–$72B FY27 revenue. $60B+ orders. Record backlog. Expanding customer base. Improving profitability.

This isn’t just growth anymore — SMCI is showing SCALE + PROFITABILITY at the same time.

The market spent months pricing SMCI like the AI story was broken.

The he numbers just told Wall Street otherwise. 🚀🔥

$DELL $NVDA $AMD $SPCX  #AI #DataCenter

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Super Micro Computer is trending after reporting a significant earnings beat and providing aggressive fiscal revenue guidance that crushed analyst expectations, signaling robust demand for its AI infrastructure despite lingering market skepticism. The community is focused on the company's record backlog and management's decision to suspend planned share dilution, fueling heated debates between bulls who see a major short-squeeze potential and bears who remain wary of leadership credibility and governance concerns.

Dell Technologies Inc

Advanced Micro Devices Inc

SpaceX

 🚨 — THIS REPORT IS ABSOLUTELY MASSIVE. 🚨

Forget the noise and LOOK AT THE NUMBERS:

🔥 FY2027 revenue guidance: $65B–$72B vs. Wall Street at just $52.99B — midpoint is nearly $16B ABOVE consensus!

🔥 $60B+ in NEW ORDERS + RECORD BACKLOG entering FY27.

🔥 Q4 sales nearly DOUBLED YoY: $11.12B vs. $5.76B.

🔥 Net income exploded to $1.17 BILLION vs. just $195.2M last year — roughly 6X!

🔥 Adjusted EPS $1.70 vs. $0.92 expected — an ~85% beat.

🔥 Gross margin hit 17.5%, ABOVE the already-raised 15–17% forecast.

🔥 Next quarter revenue: $14.5B–$15.5B vs. $11.82B expected.

And the Q4 revenue miss? Management says power, cooling and networking delays pushed revenue into FUTURE QUARTERS, not lost demand.

That distinction is HUGE.

$65B–$72B FY27 revenue. $60B+ orders. Record backlog. Expanding customer base. Improving profitability.

This isn’t just growth anymore — SMCI is showing SCALE + PROFITABILITY at the same time.

The market spent months pricing SMCI like the AI story was broken.

The he numbers just told Wall Street otherwise. 🚀🔥



Big Timer 15

@Big_Timer ... and if Nvidia weren&#39;t doing such excellent business,  
Super Micro Computer wouldn&#39;t be able to make any money.

Chris

StockTwits Web

 ... and if Nvidia weren't doing such excellent business,  
Super Micro Computer wouldn't be able to make any money.

Louis

@fanttomas @Big_Timer That’s like saying AWS wouldn’t make money if nobody needed cloud computing. 😂

$NVDA builds the engines. SMCI builds and deploys the AI factories around them. Nvidia’s booming business isn’t a weakness for SMCI, it’s the demand engine.

$60B+ in new orders says customers need what SMCI is selling. 🚀

 That’s like saying AWS wouldn’t make money if nobody needed cloud computing. 😂



 builds the engines. SMCI builds and deploys the AI factories around them. Nvidia’s booming business isn’t a weakness for SMCI, it’s the demand engine.

$60B+ in new orders says customers need what SMCI is selling. 🚀

@Big_Timer Then, just imagine removing everything related to Nvidia  
from the entire system.  
                                     There wouldn&#39;t be much left.

 Then, just imagine removing everything related to Nvidia  
from the entire system.  
                                     There wouldn't be much left.