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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 in the spotlight as investors react to a record revenue report and raised full-year guidance, with the community actively debating whether the earnings reaction is a short-term shakeout or a sign of long-term growth. The high short interest has fueled significant discussion around the potential for a short squeeze as shareholders weigh the company's aggressive investment phase and expanding drone technology backlog against the EPS miss.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines shares are facing significant downward pressure following second-quarter results that missed revenue and EPS expectations, alongside a delay in the IM-3 mission execution. While the company continues to report substantial backlog growth and reiterated its full-year guidance, the community is actively debating the impact of ongoing cash burn and the potential for further shareholder dilution to fund upcoming infrastructure projects.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is seeing heavy trading activity following a double beat on earnings and elevated forward guidance, despite broader market volatility and margin pressures. Investors and community members are actively debating the stock's valuation and long-term AI infrastructure growth potential, with many analysts reiterating buy ratings and raising price targets.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is currently a focal point for investors as the community anticipates major technical updates and potential government contract announcements following a recent earnings report. Shareholders are actively debating the company's valuation compared to sector peers and expressing strong conviction in its long-term potential, despite concerns from some over market volatility and short-term price fluctuations.

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 trending following the delivery of its Horizon 1 AI data center to Microsoft and the achievement of NVIDIA Exemplar Cloud status, fueling strong investor optimism. The community is actively debating the stock's potential for a short squeeze, citing high institutional ownership and substantial short interest as key drivers for a potential run toward the $50 level.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is trending as investors debate the impact of the post-TDAPA reimbursement landscape following a new DaVita contract, with sentiment divided between enthusiasm for the firm's commercial growth and skepticism toward management's communication during recent earnings calls.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems (CBRS) is experiencing significant downward pressure following a double miss on second-quarter earnings, where the company fell short of revenue and earnings estimates despite raising full-year revenue guidance. The community remains deeply divided, with some investors viewing the selloff as a necessary correction for a company with a high valuation and upcoming share lockup expirations, while others dismiss the negativity as a short-term overreaction and are actively looking for entry points on the dip.

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 trending as investors weigh strong AI infrastructure demand and positive analyst commentary against broader sector volatility. The community is actively debating the company's valuation compared to peers, its role in the AI server buildout, and the potential impact of recent market corrections on its long-term growth trajectory.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherent Corp is trending as investors react to the company's strong fiscal Q4 results and raised price targets, despite a dip attributed to margin concerns. The community is actively debating the stock's future, highlighting its role as a key beneficiary of the AI infrastructure boom while comparing its performance to optical peers like Lumentum.

Omeros Corp. operates as a biopharmaceutical company, which engages in the research, discovery, development, and commercialization of small-molecule and protein therapeutics targeting immunologic diseases. It also offers orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company was founded by Gregory A. Demopulos and Pamela Pierce Palmer on June 16, 1994 and is headquartered in Seattle, WA.

Omeros Corporation

Omeros Corp

Omeros Corp is trending heavily as investors weigh a major Q2 earnings beat against high-volatility squeeze speculation and the company's progress on key debt reduction milestones. While the community is actively debating the stock's long-term valuation following its latest revenue performance, message volume is dominated by intense sentiment regarding potential short squeeze setups and future clinical catalyst prospects.

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$SMCI is still one of the most mispriced AI infrastructure plays on Wall Street. 🚀

Look at what the market is being asked to digest:

🔥 Q4 FY26 revenue: ~$12.3B
🔥 FY26 revenue: ~$33B
🔥 Q4 revenue growth: ~+88% YoY
🔥 Q4 non-GAAP EPS: ~$0.88
🔥 Q4 gross margin: ~17%
🔥 New Q4 orders: $60B+
🔥 FY-end backlog: $40B+
🔥 FY27 revenue outlook: at least $72B

That $72B target implies SMCI could potentially more than double annual revenue in FY27.

Yet the market is still valuing SMCI at a fraction of what many AI infrastructure names command. At roughly a $20B market cap, you’re looking at only about 0.3× management’s $72B FY27 revenue target.

And this isn’t some pre-revenue AI story. SMCI is shipping NVIDIA/AMD AI infrastructure, deploying rack-scale systems and liquid cooling, and sitting on enormous demand.

Even 0.75× $72B sales = $54B valuation.
At 1× sales = $72B.

That’s the disconnect.

Wall Street spent months pricing SuperMicro for failure. Now the numbers are forcing the market to reconsider the entire thesis.

The rerating hasn’t finished. It may have barely started. 🔥📈 $AMD $NVDA $DELL $HPE

ultravires

Julie Anne

$SMCI $AMD $NVDA $DELL $HPE its because the company has chinese spies.

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Super Micro Computer Inc

Advanced Micro Devices Inc

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 is still one of the most mispriced AI infrastructure plays on Wall Street. 🚀

Look at what the market is being asked to digest:

🔥 Q4 FY26 revenue: ~$12.3B
🔥 FY26 revenue: ~$33B
🔥 Q4 revenue growth: ~+88% YoY
🔥 Q4 non-GAAP EPS: ~$0.88
🔥 Q4 gross margin: ~17%
🔥 New Q4 orders: $60B+
🔥 FY-end backlog: $40B+
🔥 FY27 revenue outlook: at least $72B

That $72B target implies SMCI could potentially more than double annual revenue in FY27.

Yet the market is still valuing SMCI at a fraction of what many AI infrastructure names command. At roughly a $20B market cap, you’re looking at only about 0.3× management’s $72B FY27 revenue target.

And this isn’t some pre-revenue AI story. SMCI is shipping NVIDIA/AMD AI infrastructure, deploying rack-scale systems and liquid cooling, and sitting on enormous demand.

Even 0.75× $72B sales = $54B valuation.
At 1× sales = $72B.

That’s the disconnect.

Wall Street spent months pricing SuperMicro for failure. Now the numbers are forcing the market to reconsider the entire thesis.

The rerating hasn’t finished. It may have barely started. 🔥📈 

Big Timer 15

@Big_Timer Given SMCI’s projected $72B in FY27 revenue and its current 0.3x revenue multiple, how do you reconcile the market’s apparent undervaluation with the potential long-term risks of relying so heavily on AI infrastructure demand?

That’s the exact reason I think the risk/reward is so asymmetric. Nobody is arguing AI infrastructure demand is risk-free, but 0.3x projected FY27 revenue already prices in a LOT of risk.

At $72B revenue:

• 0.3x = ~$22B valuation
• 0.5x = $36B
• 0.75x = $54B
• 1.0x = $72B

$SMCI  doesn’t need a premium AI multiple for the stock to rerate substantially. It needs to continue executing , generating  cash and protecting margins.

And here’s the wildcard: bears positioned for continued failure could become trapped if execution keeps improving. A sustained breakout can force short covering, adding incremental buying pressure and potentially accelerating the move toward even a modest 0.5–0.75x sales valuation.

To me, the market is still pricing SuperMicro like the AI infrastructure cycle is about to fall apart. If $72B is delivered with sustainable profitability, 0.3x sales becomes very difficult to justify.

That’s the exact reason I think the risk/reward is so asymmetric. Nobody is arguing AI infrastructure demand is risk-free, but 0.3x projected FY27 revenue already prices in a LOT of risk.

At $72B revenue:

• 0.3x = ~$22B valuation
• 0.5x = $36B
• 0.75x = $54B
• 1.0x = $72B

SMCI doesn’t need a premium AI multiple for the stock to rerate substantially. It needs to continue executing , generating  cash and protecting margins.

And here’s the wildcard: bears positioned for continued failure could become trapped if execution keeps improving. A sustained breakout can force short covering, adding incremental buying pressure and potentially accelerating the move toward even a modest 0.5–0.75x sales valuation.

To me, the market is still pricing SuperMicro like the AI infrastructure cycle is about to fall apart. If $72B is delivered with sustainable profitability, 0.3x sales becomes very difficult to justify.

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 Given SMCI’s projected $72B in FY27 revenue and its current 0.3x revenue multiple, how do you reconcile the market’s apparent undervaluation with the potential long-term risks of relying so heavily on AI infrastructure demand?