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Virgin Galactic Holdings, Inc. is an aerospace and space travel company, which engages in the provision of consumer space experience using reusable spaceflight systems. The firm is also involved in designing, developing, and manufacturing, ground and flight testing, spaceflight operation, and post-flight maintenance of spaceflight systems. The company was founded on May 5, 2017 and is headquartered in Tustin, CA.

Virgin Galactic Holdings Inc - Ordinary Shares - Class A

Virgin Galactic Holdings Inc

Virgin Galactic is experiencing intense retail interest and massive trading volume, driven by high short interest and speculative sentiment surrounding the broader space sector. While some participants are betting on a potential gamma squeeze and long-term turnaround, others are actively warning of risks related to volatility and retail confusion with other industry players.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is facing significant selling pressure and community frustration as investors clash over the company's aggressive AI capital expenditure, with many questioning its long-term monetization strategy. Despite the volatility, institutional interest remains high, and some traders are actively accumulating positions, betting that the company's underlying fundamentals will drive a recovery toward previous highs.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is experiencing significant momentum driven by massive AI infrastructure demand and spillover optimism from recent blowout earnings in the broader software and hardware sectors. Community sentiment is heavily bullish, with many investors anticipating that Oracle's substantial contract backlog and strategic hyperscaler partnerships will propel the stock to new highs leading into the upcoming earnings report.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPE is trending as investors weigh recent institutional activist involvement and potential strategic shifts against broader market volatility in the AI server infrastructure sector. Community discourse is heavily focused on whether the stock will mirror the performance of peer AI-hardware plays, with ongoing debates centering on the company's hybrid cloud positioning and its ability to capture market share through high-margin networking integration.

Starfighters Space, Inc. is engaged in the research and development of space flight, pilot training, and aeronautics programs. It operates the commercial fleet Lockhead F-104s. The company was founded by Rick Svetkoff on September 6, 2022 and is headquartered in Kennedy Space Center, FL.

Starfighters Space Inc

Starfighters Space Inc. (FJET) is drawing significant attention from retail investors due to its role in the broader space sector and potential sympathy plays following hype around SpaceX's upcoming IPO. Community discussion is heavily focused on the stock's volatility and its potential for a short squeeze, with many users debating the company's long-term commercial viability versus its appeal as a high-risk momentum trade.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is trending as investors react to its upcoming inclusion in the Russell 3000 Index, which has fueled widespread discussions about mandatory index-fund buying and a potential short squeeze. The community is heavily debating the stock's future, balancing skepticism from those focused on short-term price volatility against strong conviction from 'Opendoor army' bulls who are betting on a long-term turnaround driven by AI integration and leadership changes.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology is capturing significant investor interest as a primary bottleneck solver in AI data center infrastructure, with strong community sentiment surrounding its energy-efficient connectivity solutions. The stock is currently oscillating amid high institutional focus and options hedging activity as traders watch for potential breakout momentum driven by sustained hyperscaler capital expenditure.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is currently trending due to intense momentum in the semiconductor sector and a surge in investor interest surrounding its role in next-generation AI PC architecture and server infrastructure. The stock has become a focal point for community discussions regarding aggressive price target upgrades, high volatility, and significant short interest that has fueled ongoing squeeze speculation.

VivoPower Plc focuses on developing and operating sustainable data center infrastructure that guarantees sovereign control over power, data, and national intelligence. It helps sovereign nations bridge the gap between their energy assets and their AI ambitions by providing the Power-to-X infrastructure necessary to build and control domestic intelligence hubs. The company operates globally with a presence across the United Kingdom, Australia, North America, Europe, the Middle East, and Southeast Asia. VivoPower was founded in 2014 and is headquartered in London, the United Kingdom.

VivoPower PLC.

VivoPower is seeing heightened activity as investors track a critical June 30 deadline for the selection of a tier-1 tenant for its Norway-based datacenter. The community is heavily focused on the stock's potential for a short squeeze, citing an extremely small free float and high short interest, while bullish sentiment remains anchored in the company's shift toward AI infrastructure.

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 is surging following the announcement of master supply agreements with major hyperscalers, positioning the company as a key infrastructure provider for AI data centers. The stock is seeing massive volume and significant options activity as the community discusses its potential for a short squeeze and its long-term role in meeting the intense power demands of AI infrastructure.

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$ETWO Heads up alert! upcoming earnings on Thursday, 7/10/2025 for $ETWO 
Bearish (2.0) 
 
E2open Parent Holdings, Inc., a prominent player in the connected supply chain SaaS platform sector, is facing a significant transition as it has entered a definitive agreement to be acquired by WiseTech Global Limited. 
This acquisition, valued at $2.1 billion, equates to a per-share price of $3.30, representing a 28% premium over E2open&#39;s closing price prior to the announcement. 
Despite this premium, the current valuation reflects a bearish sentiment as the acquisition price is perceived as a ceiling for the stock, limiting potential upside. 
E2open&#39;s recent earnings and financial metrics, such as P/E ratio and EPS growth, are overshadowed by the acquisition deal, but historically, the company has shown moderate growth in EPS and revenue, aligning with industry averages. 
Comparatively, WiseTech&#39;s strategic acquisition aims to bolster its logistics execution capabilities, potentially enhancing its competitive position in the logistics software industry. 
However, for E2open shareholders, the acquisition price suggests limited growth prospects independent of WiseTech’s strategic maneuvers. 
 
Earnings Report and Expectations: 
E2open is scheduled to report its fiscal first quarter 2026 results on July 10, 2025. 
Historically, the company has demonstrated steady financial performance, but the ongoing acquisition process may introduce volatility in earnings expectations. 
Analysts are likely to focus on how operational efficiencies and strategic synergies with WiseTech may impact future earnings. 
Consensus estimates may be subdued due to the acquisition announcement, as market participants generally align expectations with the predetermined acquisition price. 
Any deviations in earnings or revenue could influence short-term stock movements, but the overarching impact is expected to be minimal given the acquisition&#39;s fixed terms. 
 
Sector Performance: 
E2open operates within the broader technology sector, specifically in the supply chain and logistics software niche. 
The sector has seen robust growth driven by increasing demand for digital transformation and automation in supply chain management. 
However, the acquisition trend, as evidenced by WiseTech&#39;s aggressive expansion through the E2open deal, highlights consolidation pressures within the sector. 
While this may enhance efficiencies and market share for acquiring entities, it also reflects competitive pressures and the need for scale to maintain market positioning. 
Overall, the technology sector remains dynamic, with innovation and strategic acquisitions shaping its trajectory, but individual company performances may vary significantly based on their strategic decisions and market adaptability. 
 
- Funds were net buyers of $ETWO during the previous reporting quarter. 
 
- Top 2 funds with large holdings in $ETWO: 
- Windacre Partnership LLC, MV: $58MM. Fund Rank: 69% 
www.windacre.com 
- Elliott Investment Management LP, MV: $55MM. Fund Rank: 83% 
 
 
- Last 10 days performance: 0% 
- Last 30 days performance: 1% 
- Last 90 days performance: 61% 
 
Some of the latest news articles: 
 - Title: E2open to Report Fiscal 2026 First Quarter Results 
Publication Date: 6/17/2025 8:17:00 PM, Source: yahoo 
URL: https://finance.yahoo.com/news/e2open-report-fiscal-2026-first-201700384.html?.tsrc=rss 
 
 - Title: RF Industries, Ltd. (RFIL) Surpasses Q2 Earnings and Revenue Estimates 
Publication Date: 6/16/2025 9:15:02 PM, Source: yahoo 
URL: https://finance.yahoo.com/news/rf-industries-ltd-rfil-surpasses-211502121.html?.tsrc=rss 
 
 - Title: E2open to be acquired by WiseTech Global for $3.30 per share in cash 
Publication Date: 5/27/2025 12:05:05 PM, Source: yahoo 
URL: https://finance.yahoo.com/news/e2open-acquired-wisetech-global-3-120505593.html?.tsrc=rss 
 
 - Title: WiseTech Accelerates Strategy With $2.1 Billion Move for e2open 
Publication Date: 5/26/2025 1:59:00 AM, Source: yahoo 
URL: https://finance.yahoo.com/m/faa9279d-9be2-359e-91e8-3a5ccfaff033/wisetech-accelerates-strategy.html?.tsrc=rss 
 
Follow us on stocktwits.com and Substack (chessgmstocks.substack.com). Not a financial advice. Not a trading signal.

The WindAcre Partnership

DALLAS, June 17, 2025--E2open Parent Holdings, Inc. (NYSE: ETWO), the connected supply chain SaaS platform with the largest multi-enterprise network, today announced that it will report its fiscal first quarter 2026 financial results after the U.S. financial markets close on Thursday, July 10, 2025. E2open management will host a conference call at 5:00 p.m.

Yahoo Finance

E2open to Report Fiscal 2026 First Quarter Results

RF Industries (RFIL) delivered earnings and revenue surprises of 75% and 9.69%, respectively, for the quarter ended April 2025. Do the numbers hold clues to what lies ahead for the stock?

RF Industries, Ltd. (RFIL) Surpasses Q2 Earnings and Revenue Estimates

E2open (ETWO) announced that it has entered into a definitive agreement to be acquired by WiseTech Global Limited (WTCHF), which marks the conclusion of e2open's previously announced strategic review process. Under the terms of the transaction, e2open stockholders will receive $3.30 per share in cash equating to an enterprise value of $2.1B.

E2open to be acquired by WiseTech Global for $3.30 per share in cash

Australian logistics-software provider WiseTech Global agreed to buy U.S.-listed e2open in a $2.1 billion deal.

WiseTech Accelerates Strategy With $2.1 Billion Move for e2open

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E2open Parent Holdings Inc - Ordinary Shares - Class A

 Heads up alert! upcoming earnings on Thursday, 7/10/2025 for 

 
Bearish (2.0) 
 
E2open Parent Holdings, Inc., a prominent player in the connected supply chain SaaS platform sector, is facing a significant transition as it has entered a definitive agreement to be acquired by WiseTech Global Limited. 
This acquisition, valued at $2.1 billion, equates to a per-share price of $3.30, representing a 28% premium over E2open's closing price prior to the announcement. 
Despite this premium, the current valuation reflects a bearish sentiment as the acquisition price is perceived as a ceiling for the stock, limiting potential upside. 
E2open's recent earnings and financial metrics, such as P/E ratio and EPS growth, are overshadowed by the acquisition deal, but historically, the company has shown moderate growth in EPS and revenue, aligning with industry averages. 
Comparatively, WiseTech's strategic acquisition aims to bolster its logistics execution capabilities, potentially enhancing its competitive position in the logistics software industry. 
However, for E2open shareholders, the acquisition price suggests limited growth prospects independent of WiseTech’s strategic maneuvers. 
 
Earnings Report and Expectations: 
E2open is scheduled to report its fiscal first quarter 2026 results on July 10, 2025. 
Historically, the company has demonstrated steady financial performance, but the ongoing acquisition process may introduce volatility in earnings expectations. 
Analysts are likely to focus on how operational efficiencies and strategic synergies with WiseTech may impact future earnings. 
Consensus estimates may be subdued due to the acquisition announcement, as market participants generally align expectations with the predetermined acquisition price. 
Any deviations in earnings or revenue could influence short-term stock movements, but the overarching impact is expected to be minimal given the acquisition's fixed terms. 
 
Sector Performance: 
E2open operates within the broader technology sector, specifically in the supply chain and logistics software niche. 
The sector has seen robust growth driven by increasing demand for digital transformation and automation in supply chain management. 
However, the acquisition trend, as evidenced by WiseTech's aggressive expansion through the E2open deal, highlights consolidation pressures within the sector. 
While this may enhance efficiencies and market share for acquiring entities, it also reflects competitive pressures and the need for scale to maintain market positioning. 
Overall, the technology sector remains dynamic, with innovation and strategic acquisitions shaping its trajectory, but individual company performances may vary significantly based on their strategic decisions and market adaptability. 
 
- Funds were net buyers of 

 during the previous reporting quarter. 
 
- Top 2 funds with large holdings in 

: 
- Windacre Partnership LLC, MV: $58MM. Fund Rank: 69% 


 
- Elliott Investment Management LP, MV: $55MM. Fund Rank: 83% 
 
 
- Last 10 days performance: 0% 
- Last 30 days performance: 1% 
- Last 90 days performance: 61% 
 
Some of the latest news articles: 
 - Title: E2open to Report Fiscal 2026 First Quarter Results 
Publication Date: 6/17/2025 8:17:00 PM, Source: yahoo 
URL: 

 
 
 - Title: RF Industries, Ltd. (RFIL) Surpasses Q2 Earnings and Revenue Estimates 
Publication Date: 6/16/2025 9:15:02 PM, Source: yahoo 
URL: 

 
 
 - Title: E2open to be acquired by WiseTech Global for $3.30 per share in cash 
Publication Date: 5/27/2025 12:05:05 PM, Source: yahoo 
URL: 

 
 
 - Title: WiseTech Accelerates Strategy With $2.1 Billion Move for e2open 
Publication Date: 5/26/2025 1:59:00 AM, Source: yahoo 
URL: 

). Not a financial advice. Not a trading signal.