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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

Super Micro Computer is surging on massive trading volume as investors react to a blowout earnings report featuring substantial revenue growth, record-setting order backlogs, and aggressive future revenue guidance that has fueled short-squeeze speculation. The community is actively debating the stock's valuation disconnect, with bulls calling for a major price re-rating toward the triple digits while emphasizing that strong operational fundamentals and enterprise demand should overpower lingering regulatory and accounting concerns.

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 surging as investors cheer a massive revenue beat and strong AI cloud growth, triggering a significant short squeeze that has left bearish traders scrambling to cover. The community is heavily focused on the stock's aggressive price action and momentum, while many are actively debating the sustainability of its high valuation against the backdrop of its rapid infrastructure expansion.

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 drawing significant attention following CEO Mark Zuckerberg's latest manifesto on AI, which emphasizes open-source innovation and the launch of new lightweight AI models, fueling speculation about future growth and strategic direction. While the stock continues to attract active community debate regarding its heavy capital expenditure and legal headwinds, traders are closely watching its recent consolidation patterns for potential breakout opportunities.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is trending as investors aggressively drive a short squeeze, bolstered by the company's new AI software release and sustained institutional buying. The community is sharply divided, with bulls celebrating the stock's recovery above its IPO price while bears express caution regarding valuation and upcoming share lock-up expirations.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's shares are trending amid reports that activist investor Nelson Peltz is preparing a bid to take the company private. The market is actively discussing the potential buyout price and a possible short squeeze, as bullish retail investors bet against the high short interest.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUM is attracting intense community attention as traders weigh its pivot toward AI infrastructure against high short interest, with many focused on potential upside from its expanded data center capacity and revenue growth. Investors are actively debating the timing of a possible short squeeze as they look for further contract announcements to validate the company's long-term AI strategy.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is currently facing intense selling pressure and high volatility following a revenue miss and subsequent analyst downgrades, fueling community debate over whether this represents a major buying opportunity or the start of a deeper valuation reset. Investors are actively discussing the stock's significant year-to-date decline, the impact of potential share buybacks, and the company's long-term profitability despite concerns over growth sustainability.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is seeing increased investor activity and volatility as the stock reacts to a strong quarterly earnings report that exceeded revenue and EPS expectations. The community is actively discussing the stock's significant price momentum, the potential long-term benefits of the ongoing AI infrastructure buildout, and the broader implications for the optical networking sector.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending following a significant second-quarter earnings beat and an upward revision to its full-year revenue guidance, fueled by robust organic growth and its recent acquisition of SkyWater Technology. While the community remains divided between long-term bulls highlighting major defense contracts and bears questioning the stock's valuation relative to profitability, investors are heavily focused on the company's expanding backlog and the upcoming investor day as key catalysts for future momentum.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is trending after reporting positive Phase 3 results for DT120 in major depressive disorder, with the community now focusing on upcoming Phase 3 readouts for generalized anxiety disorder as potential catalysts for further value. Investors are actively debating the company's valuation, clinical differentiation, and the potential for regulatory approval amidst significant institutional interest and a recent secondary offering.

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$CVNA $JFR $UBS $WAL $BLK  First Brands, Tricolor, auto sector and banks are intertwined. 
 
They’re about to drop like flies!!!

Snow Miser

Michael Holland

$CVNA Today @SilbergleitJr continued looking into Auto Securitization Trusts. 
 
Tricolor, a now-bankrupt used-car reseller, has drawn attention for suspected fraud. Investigators claim the company used the same vehicles as collateral multiple times. In other words, they sold one car, issued one loan, and then packaged that loan into several auto securitization trusts, similar to mortgage-backed bonds but for car loans. 
 
This is clearly illegal, yet major banks and investors kept buying without asking questions. 
 
I reviewed the Tricolor Auto Securitization Trust 2025-2 presale report published by S&amp;P Global in June 2025, when everything still looked normal. S&amp;P praised Tricolor’s long track record and its focus on financing used cars for underbanked Hispanic buyers with limited or no credit history. Collateral cars had GPS systems for easy repossession. 
 
Key stats: 
- Average loan: $23,000 
- Average interest rate: 17% 
- Average term: 64 months 
- Loan-to-value ratio: 130% 
- Average FICO score: 600

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Carvana Co.

Doc Silbergleit

$CVNA The complication for Carvana is that the excess spread will absorb losses first.  
 
Even if lower level tranches are unaffected, CVNA needs to restate earnings because of “gain-on-sale” treatment.  
 
Expected 15% losses, actual 25% losses. 10% needs restatement.

$CVNA A hank of yarn is slowly unwinding. 
 
- Blackrock $BLK is seeking to pull cash from $JEF funds due to the large exposure to the trade of debt of now bankrupt auto-parts supplier First Brands 
 
- 6 days ago Jefferies upgraded Carvana to $475 from $385, due to what I interpret as &quot;let&#39;s calm down everybody&quot; strategy, as they would probably not want Garcia&#39;s pillar to fall in the middle of the First Brands saga they are dealing with 
 
- Blackrock seeking to pull cash is a classic example of liquidity contraction, which will ultimately lead to a reduction in the demand of securitized loans!

$CVNA The eye of the hurricane is Carvana! 
 
The PRIME QUALITY AUTO LOAN originator. LOL

Nuveen Floating Rate Income Fund

UBS Group AG - Registered Shares

Western Alliance Bancorp

Blackrock Inc.

  First Brands, Tricolor, auto sector and banks are intertwined. 
 
They’re about to drop like flies!!!