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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 facing significant downward pressure following the announcement of a $3 billion convertible note offering and an at-the-market equity program to fund expansion, which traders view as poorly timed dilution. While the company cited strong compute demand and new customer commitments, sentiment remains bearish as investors weigh debt concerns and capital structure management against the broader AI infrastructure outlook.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovance Biotherapeutics is trending as traders react to positive management commentary from a healthcare conference and anticipation of upcoming lung cancer data readouts, fueling speculation about potential institutional accumulation and long-term value. The community remains largely bullish, citing the company's clear path to profitability and the scalability of its solid tumor platform as key drivers for future growth.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is facing significant downward pressure following commentary from the CEO regarding slower-than-anticipated 737 production stabilization and ongoing wing production constraints. While some traders view the resulting sell-off as an overreaction, others are expressing frustration over the continued production and labor-related headwinds, leading to a polarized debate regarding the stock's near-term recovery potential.

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 significant volatility as traders debate the impact of broader market headwinds, including interest rate concerns and sector-wide selling, against the company's long-term growth prospects in AI data center capacity. While some investors remain bullish, citing institutional upgrades and high demand for compute, others are pointing to frequent share dilution and alleged market manipulation as reasons for the stock's persistent price weakness.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is experiencing significant upward momentum driven by the positive Phase 3 trial results for a personalized cancer vaccine, which validates the strategic importance of its pending acquisition of Personalis. Investors remain focused on the stock's high short interest and potential for a squeeze, though sentiment is divided between those anticipating a major breakout and traders concerned about the sustainability of the valuation relative to fundamentals.

Generac Holdings, Inc. engages in the business of designing and manufacturing energy technology solutions. It operates under the Domestic and International segments. The Domestic segment includes the legacy Generac business and the acquisitions that are based in the United States and Canada. The International segment focuses on Generac business' Latin American export operations. The company was founded in 1959 and is headquartered in Waukesha, WI.

Generac Holdings Inc

Generac is trending after announcing a landmark long-term supply agreement with Amazon to provide backup generators for data centers, a deal that could be worth up to $8 billion. While some traders debate the potential for dilution from warrants issued to Amazon, sentiment is largely bullish as investors view the partnership as a significant expansion of the company's role in AI infrastructure.

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 shares experienced significant volatility, gaining momentum after the company announced an upcoming 20% price increase for its on-demand GPU compute resources. While investors generally interpret this as a sign of strong AI infrastructure demand, some market participants remain concerned about broader sector impacts from competitors' capital-raising activities and the potential for a market pullback.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy shares are experiencing significant volatility following a second downward revision to its fiscal 2026 guidance, which management attributed to ongoing production and ramp-up delays at its Houston manufacturing facility. While the community remains deeply divided—with many traders criticizing management's execution and others viewing the sharp sell-off as a buying opportunity based on strong long-term demand and a large order backlog—the stock has seen aggressive intraday price swings.

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

Intel is trending primarily due to positive sentiment surrounding reports of a potential U.S. memory chip manufacturing partnership with SK Hynix at Intel's Ohio facility, which investors view as a key strategic catalyst. Despite some skepticism regarding the deal's confirmation and volatility surrounding upcoming Federal Reserve interest rate decisions, many traders maintain a bullish outlook, pointing to institutional buying and analyst price target upgrades.

Goodyear Tire & Rubber Co. engages in the development, manufacture, distribution, and sale of tires. It operates through the following geographical segments: Americas, Europe, Middle East, and Africa, and Asia Pacific. The Americas segment is involved in the development, manufacture, distribution, and sale of tires and related products and services in North, Central, and South America. The Europe, Middle East, and Africa segment focuses on the development, manufacture, distribution, and sale of tires for automobiles, trucks, buses, aircraft, motorcycles, earthmoving, mining, and industrial equipment throughout Europe, the Middle East, and Africa. The Asia Pacific segment refers to the development, manufacture, distribution, and sales of tires for automobiles, trucks, buses, aircraft, farm, earthmoving, mining, and industrial equipment throughout the Asia Pacific region. The company was founded by Frank A. Seiberling on August 29, 1898 and is headquartered in Akron, OH.

Goodyear Tire & Rubber Co.

Goodyear is trending as traders speculate on potential buyout interest from high-profile investors or industry competitors, alongside ongoing debate regarding the company's high debt load and sensitivity to oil prices. While some community members view the stock as deeply undervalued and a candidate for acquisition, others express significant pessimism due to poor earnings performance and the impact of input costs on margins.

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$OMEX Tomorrow SHOUlD be glorious!  We’ll sure get a valuation on the Atlantic Coastal prospects partnering with $GLDD.  Maybe some news on Mexico?  My feeling is, the Atlantic Coastal valuation will equal that of Mexico, and have a clear pathway to regulatory approval.  With the low share count and float here, we may sail past the SP in my other favorite DSM play $TMC !

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Odyssey Marine Exploration, Inc.

Great Lakes Dredge & Dock Corporation

TMC the metals company Inc

 Tomorrow SHOUlD be glorious!  We’ll sure get a valuation on the Atlantic Coastal prospects partnering with 

.  Maybe some news on Mexico?  My feeling is, the Atlantic Coastal valuation will equal that of Mexico, and have a clear pathway to regulatory approval.  With the low share count and float here, we may sail past the SP in my other favorite DSM play 

Lucas Lyons

@Buymeboat44 what makes you think we would get a valuation on the Virginia BOEM project? Don’t they have to do exploration work first?

 what makes you think we would get a valuation on the Virginia BOEM project? Don’t they have to do exploration work first?

@Prestor8 you would think they have an idea, and already sampled the sands $GLDD is dredging, right?

 you would think they have an idea, and already sampled the sands 