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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 (LUNR) is trending with high anticipation for an imminent NASA Lunar Terrain Vehicle (LTV) contract award, a potential catalyst that the community believes could ignite significant movement. This excitement is fueled by recent analyst upgrades, a broader executive order emphasizing American space superiority, and widespread discussion of a potential short squeeze due to substantial short interest.

Carnival Corp. engages in the operation of cruise ships. It operates through the following business segments: North America and Australia (NAA) Cruise, Europe and Asia (EA) Cruise Operations, Cruise Support, and Tour and Others. The North America and Australia (NAA) Cruise segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe and Asia (EA) Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corp. - Ordinary Shares (Paired Stock)

Carnival Corp

Carnival Corp (CCL) is trending due to the highly anticipated reinstatement of its quarterly dividend, coupled with a full-year report detailing record operational performance and investment-grade leverage metrics. The community is overwhelmingly bullish, celebrating this significant turning point as a strong indicator of renewed financial health and a robust outlook for the cruise sector. Despite initial price fluctuations, many investors view this as a clear sign of the company's return to strength and market leadership.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is trending lower following its recent earnings report, despite beating revenue and EPS estimates. The significant decline is driven by investor concerns over slumping sales in China, reduced profit margins, and the impact of tariffs. The community is actively debating whether the sell-off is an overreaction or a sign of deeper fundamental issues, with many citing market share erosion to competitors and questioning leadership's strategy.

FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Freight, Corporate, Other, and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.

Fedex Corp

FedEx is trending after a robust Q2 earnings beat and a raised fiscal 2026 outlook, fueled by successful cost-cutting initiatives and improved package volumes. Community sentiment is mixed, with bulls celebrating the strong results and analyst upgrades, while skeptics point to ongoing concerns regarding freight operations, global trade headwinds, and the potential for a "sell the news" reaction. As a key transport bellwether, its performance is closely watched for insights into broader logistics sector health.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFiber is trending following a substantial 10-year colocation agreement for its NC-1 AI data center campus, providing significant long-term revenue visibility. This major deal for AI infrastructure capacity is driving considerable community discussion, with investors highlighting the company's position in a rapidly expanding sector amidst high demand for compute power. Market participants are anticipating enhanced growth and potential for notable stock movement.

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, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending following its announcement of joining the U.S. Department of Energy's Genesis Mission, positioning it as a key AI infrastructure provider for government and research. This partnership is fueling strong bullish sentiment within the community, with many anticipating significant future contracts and a potential short squeeze, while others remain wary of insider selling and previous debt-related concerns. The broader AI sector's performance and recent analyst upgrades further contribute to the lively discussion around its immediate trajectory.

Amicus Therapeutics, Inc. is a biotechnology company, which focuses on discovering, developing, and delivering medicines for people living with metabolic diseases. Its product portfolio includes first and only approved oral precision medicine for people living with Fabry disease who have amenable genetic variants, a novel, clinical-stage, treatment paradigm for Pompe disease and a rare disease gene therapy portfolio. The company was founded by John Francis Crowley on February 4, 2002 and is headquartered in Princeton, NJ.

Amicus Therapeutics Inc

Amicus Therapeutics ($FOLD) is the subject of widespread discussion following BioMarin Pharmaceutical's announced acquisition for approximately $4.8 billion in cash. The community is reacting strongly, with many celebrating the substantial premium while others voice disappointment, believing the company was acquired for an undervalue. This significant rare disease biotech buyout highlights ongoing M&A trends within the sector.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is actively discussed following the launch of its new Predictions platform, marking a strategic expansion into the evolving digital wagering landscape. The community is weighing its market share potential against intensifying competition, while also noting strong recent sports betting performance in key states and increasing regulatory actions against unlicensed prediction market operators. This combination of new product offerings, favorable market dynamics, and a strong operational quarter is driving renewed investor interest.

Starfighters Space Inc

Starfighters Space Inc (FJET) is trending due to its recent IPO, which saw its shares experience significant upward movement, largely attributed to its unique position as the sole commercial entity operating sustained Mach 2 supersonic flights from NASA's Kennedy Space Center. The community is actively discussing the stock's high volatility and trading halts, with many touting its potential as a groundbreaking aerospace player, though some caution about its microcap status and perceived lack of detailed financial transparency.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is actively discussed amidst investor apprehension regarding the long-term disruptive potential of autonomous vehicles from competitors like Waymo and Tesla, alongside concerns from an expanded FTC lawsuit. Despite these pressures, the community highlights Uber's strong financial performance, global platform leadership, and strategic autonomous partnerships as reasons for optimism, with many viewing the current price as a significant buying opportunity.

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$AMRSQ From Q3 2017 CC transcript, seems as the gross margin(&gt;50%) expectation were for the whole year:

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Amyris Inc

$AMRS From Q3 2017 CC transcript, seems as the gross margin(>50%) expectation were for the whole year:

FinalThought

it is interesting that &quot;The best cash position in years&quot; is in direct correlation with the highest short position ever(should be inverse):

it is interesting that "The best cash position in years" is in direct correlation with the highest short position ever(should be inverse):

@FinalThought so are the shorts that dumb or is there something we’re missing? Seems most shorts are tutes

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 so are the shorts that dumb or is there something we’re missing? Seems most shorts are tutes

@startsmalllivebig the short position is high for over 6 months now, if they knew something is should already show.

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 the short position is high for over 6 months now, if they knew something is should already show.

@FinalThought @startsmalllivebig I guess it&#39;s possible shorts are used to AMRS behaving a specific way. And now AMRS is transitioning...?

 I guess it's possible shorts are used to AMRS behaving a specific way. And now AMRS is transitioning...?

@Real_Money @startsmalllivebig My opinion is that their thinking was Amyris is going to do public offering back at Q2 2017, the interest

 My opinion is that their thinking was Amyris is going to do public offering back at Q2 2017, the interest

@startsmalllivebig @Real_Money started to riase around that point. Amyris had substential short term debt and not enough cash, but DSM came

 started to riase around that point. Amyris had substential short term debt and not enough cash, but DSM came

@startsmalllivebig @Real_Money along and the PO was cancelled.

@startsmalllivebig @Real_Money PO cancelled = float did not raise = very hard to exit large short position without huge losses.

 PO cancelled = float did not raise = very hard to exit large short position without huge losses.

@startsmalllivebig @Real_Money So what we see is large short position paying millions of USD in interest and cannot exist.

 So what we see is large short position paying millions of USD in interest and cannot exist.

@FinalThought @startsmalllivebig @Real_Money oh, they can exit. Just not for cheap ;)

 oh, they can exit. Just not for cheap ;)

@FinalThought Some of those shorts are probably against convertible debt. short protects value of position. Not sure on variations of this

 Some of those shorts are probably against convertible debt. short protects value of position. Not sure on variations of this

HulkSmash

@FinalThought as always. Very insightful thread. Thanks to all.

 as always. Very insightful thread. Thanks to all.

@FinalThought I wonder if gross margin target is GAAP or non GAAP adjusted.

 I wonder if gross margin target is GAAP or non GAAP adjusted.