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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

Anticipation of Super Micros FY2026 Form 10-K filing is driving attention, with traders focused on whether it will be submitted by the deadline and whether auditors confirm remediation of internal-control weaknesses. The community is split between expecting a clean filing to rebuild confidence and support the AI-infrastructure story, and fearing a delay or unresolved issues could renew selling pressure.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Anticipation of SELLASs event-driven REGAL Phase 3 readoutespecially the pending 80th death event and subsequent topline analysisis driving debate over whether prolonged patient survival supports GPS or whether trial-power and control-arm concerns raised in a bearish report weaken the thesis. Attention has been amplified by a public dispute involving the discussion platforms CEO, account bans, and allegations of bias, contributing to heightened volatility and polarized bullish-versus-bearish views.

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.

Oklos advanced-nuclear commercialization story is driving attention, particularly reported reactor criticality, DOE regulatory support, and planned data-center power agreements including the Meta project. Traders remain divided, with bulls citing AI-driven electricity demand and potential PPAs while bears focus on no commercial revenue, lengthy approval timelines, dilution, insider selling, and repeated volatility.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Renewed U.S.-Iran strikes near the Strait of Hormuz and reported retaliation are driving attention, with traders focused on higher oil prices, inflation risks, Treasury yields and potential rate hikes weighing on SPY. The community is split between bearish concerns about escalation and bullish expectations that a Venezuela oil deal or renewed peace talks could support equities.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Nvidias strong earnings and sustained AI-demand outlook are driving sympathy interest in Intel and the broader semiconductor group. Traders are also speculating about an unconfirmed IntelNvidia partnership and potential U.S. chip tariffs, while others attribute Intels volatility to broader market weakness, interest-rate concerns, and options-related trading.

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.

Anticipation of ERCOTs Batch Zero conditional classifications for Ciphers Texas data-center projects is the dominant catalyst, with traders focused on whether its large-load sites will clear the states grid review. Bullish participants view approval as validating Ciphers scarce power and AI/HPC infrastructure pipeline, while others remain cautious about regulatory uncertainty, political opposition to data centers, and broader weakness across the sector.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Hawkish comments from Fed Chair Kevin Warsh at Jackson Hole have lifted expectations for a potential rate hike, pushing Treasury yields higher and weighing on high-valuation technology stocks in QQQ. Traders remain divided between expecting further downside from tighter policy and viewing the move as priced in, with dip-buyers citing resilient tech fundamentals and recurring rebounds.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strives Bitcoin-treasury strategy is driving attention, particularly its reported purchase of 1,110 BTC that lifted holdings above 21,000 and reinforced its reputation as a high-beta Bitcoin proxy. Traders are broadly bullish and expect short-squeeze potential, while skeptics warn that warrants, dilution, and dependence on Bitcoin could limit the upside.

Helium is a decentralized machine network powered by a physical blockchain. The network is created by gateways who also double as miners on our network. These gateway operators can earn tokens based on coverage they provide as well as transaction fees gained from machines connecting to their gateway  Helium is a new cryptocurrency. Hotspots earn for providing and validating wireless coverage and when devices on the network connect to the internet through Hospots  Helium is mined and distributed to Hotspot Owners, Helium Inc, and investors. There is no pre-mine of Helium, and every month approximately 5,000,000 new Helium are minted.  At the end of each mining period, roughly every 30 to 60 mins, Helium is distributed according to the allocation shown:

Helium

Celina, Texass municipal Wi-Fi adoption of Heliumalongside discussion of AT&T carrier offload and broader DePIN usageis driving the rally and renewed interest in HNT. Bullish traders view the deployments as proof of real-world utility, while skeptics cite token dilution, weak hotspot economics, and pump-and-dump risk.

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

A sharp selloff across AI infrastructure and neocloud stocksamplified by weakness in IREN and renewed rate/inflation concernshas drawn attention to APLD. Traders are debating whether its reported execution, contracted data-center backlog and strong AI demand should support the shares, while bears cite valuation, financing risks and a lack of fresh company updates.

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$SMCI bears keep acting like Supermicro is the ONLY AI infrastructure company facing regulatory scrutiny. It’s not.

$NVDA — antitrust scrutiny
$MSFT — FTC scrutiny over AI/cloud practices
$AMZN / AWS — EU cloud competition scrutiny
$GOOGL — multiple regulatory investigations

Now look at what SMCI is actually producing:

🔥 FY2026 revenue: $39.1 BILLION vs. $22.0B last year
🔥 Nearly 78% YoY revenue growth
🔥 Q4 non-GAAP gross margin: 17.6%
🔥 Massive AI infrastructure demand
🔥 Record order/backlog momentum
🔥 Deep exposure to NVIDIA, AMD and the entire AI buildout

And remember the independent Special Committee investigation: it reported no evidence of misconduct or fraud by management or the Board and did not substantiate the major allegations being thrown around.

Now add VALUATION.

SMCI continues to trade at a substantial discount to many companies benefiting from the exact same AI infrastructure boom.

Give a company producing this kind of growth even a 25x earnings valuation and the implied value can approach roughly $86/share based on the earnings assumptions we’ve discussed.

That’s the disconnect. 👀

The market is pricing SMCI like the AI boom is passing it by while the company is generating nearly $40 BILLION in annual revenue and growing at an extraordinary rate.

Investigations are NOT convictions. Regulatory scrutiny isn’t unique to SMCI.

Eventually:

REVENUE + MARGINS + BACKLOG + EARNINGS + AI DEMAND = VALUATION

The numbers will have the final word.💎

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 bears keep acting like Supermicro is the ONLY AI infrastructure company facing regulatory scrutiny. It’s not.



 — FTC scrutiny over AI/cloud practices


 / AWS — EU cloud competition scrutiny


 — multiple regulatory investigations

Now look at what SMCI is actually producing:

🔥 FY2026 revenue: $39.1 BILLION vs. $22.0B last year
🔥 Nearly 78% YoY revenue growth
🔥 Q4 non-GAAP gross margin: 17.6%
🔥 Massive AI infrastructure demand
🔥 Record order/backlog momentum
🔥 Deep exposure to NVIDIA, AMD and the entire AI buildout

And remember the independent Special Committee investigation: it reported no evidence of misconduct or fraud by management or the Board and did not substantiate the major allegations being thrown around.

Now add VALUATION.

SMCI continues to trade at a substantial discount to many companies benefiting from the exact same AI infrastructure boom.

Give a company producing this kind of growth even a 25x earnings valuation and the implied value can approach roughly $86/share based on the earnings assumptions we’ve discussed.

That’s the disconnect. 👀

The market is pricing SMCI like the AI boom is passing it by while the company is generating nearly $40 BILLION in annual revenue and growing at an extraordinary rate.

Investigations are NOT convictions. Regulatory scrutiny isn’t unique to SMCI.

Eventually:

REVENUE + MARGINS + BACKLOG + EARNINGS + AI DEMAND = VALUATION

The numbers will have the final word.💎