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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 seeing heavy volatility after federal prosecutors unsealed an indictment charging three individualsincluding a board member and co-founderwith conspiring to illegally divert high-performance technology to China. While the company stated it is not named as a defendant and is cooperating with the investigation, investors are expressing deep concern over potential reputational damage, the risk of strained relations with key partners like NVIDIA, and persistent questions regarding corporate governance.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

Zebec Network is trending as investors react to the upcoming launch of its Super App and the impending completion of its final token unlock in March. The community is actively discussing potential institutional partnerships, particularly regarding upcoming industry conferences and the broader impact of regulatory shifts on real-world payment infrastructure.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is currently capturing significant market attention as a high-volatility play within the AI supply chain, driven by its role as a specialized supplier of Indium Phosphide wafers. While bullish investors view the company as a critical bottleneck beneficiary essential for high-speed photonics, the community is deeply divided, with many voicing skepticism over its valuation relative to revenue and pointing to aggressive short-selling and insider activity as potential harbingers of a rug pull.

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 following a strong quarterly earnings report that featured a revenue and profit beat alongside raised full-year guidance, though community debate persists regarding the impact of operational challenges like cargo aircraft groundings and geopolitical headwinds. While some investors are highlighting these results as a sign of underlying economic resilience and cyclical recovery, others are questioning the sustainability of the rally, leading to a split in sentiment regarding the stock's near-term direction.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is currently trending following a record-breaking earnings report that highlighted a major revenue beat, the company's first full year of profitability, and significant growth in its defense backlog. The community is buzzing over the stock's strong institutional support and ongoing partnerships with industry giants, with many investors actively debating whether the stock will sustain its momentum toward higher price levels as it solidifies its position as critical space infrastructure.

Tower Semiconductor Ltd. engages in providing semiconductor solutions. It also offers technology and manufacturing platforms for integrated circuits (ICs) in growing markets such as consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense. It focuses on creating positive and sustainable impact on the world through long term partnerships and its advanced and innovative analog technology offering, comprised of a broad range of customizable process platforms such as SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS image sensor, non-imaging sensors, integrated power management (BCD and 700V), and MEMS. Its designs enable a quick and accurate design cycle as well as process transfer services including development, transfer, and optimization, to IDMs and fabless companies. The company was founded in 1993 and is headquartered in Migdal Haemek, Israel.

Tower Semiconductor Ltd.

Tower Semiconductor is currently trending due to intense speculation surrounding its integration into the AI infrastructure supply chain, fueled by recent product collaborations with major industry players. Market participants are closely monitoring technical indicators, which highlight a state of extreme overextension and strong momentum, leading to a vibrant community debate on whether the stock is in a breakout phase or due for a near-term consolidation.

Tidal Trust II - Defiance Daily Target 2x Long SMCI ETF

Defiance Daily Target 2X Long SMCI ETF

The community is currently gripped by frustration and volatility as $SMCX faces a sharp downturn following a reverse split, with investors fiercely debating whether this represents a temporary shakeout or a sign of deeper structural decay. While some traders are actively buying the dip to swing the stock back toward previous highs, others are warning of the risks of holding leveraged ETFs during periods of stagnant price action and expressing deep skepticism toward the underlying company's management.

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 currently the center of intense market scrutiny as investors weigh the stock's massive rally fueled by a multi-billion dollar investment from Nvidia against concerns regarding its high valuation and sector volatility. The community remains sharply divided, with bulls pointing to the company's critical role in AI-driven optical infrastructure and upcoming S&P 500 inclusion, while bears highlight extreme technical overextension and potential downside risks similar to past speculative bubbles.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

The Fundrise Innovation Fund has triggered intense community interest and significant volatility following its NYSE debut, with traders closely monitoring its limited free float and restricted share structure. Discussions are heavily focused on the potential for massive price swings, with many participants comparing the momentum to other high-profile, low-float IPOs while debating the merits of holding versus attempting to trade the premium over net asset value.

BRC Group Holdings, Inc. engages in the provision of financial services and solutions to the capital raising and financial advisory needs of public and private firms. It operates through the following segments: Capital Markets, Wealth Management, Financial Consulting, Auction and Liquidation, Communications, and Consumer. The Capital Markets segment provides investment banking, corporate finance, research, wealth management, and sales and trading services to corporate, institutional, and high net worth clients. The Wealth Management segment offers retail brokerage, investment management, and insurance, and tax preparation services. The Financial Consulting segment focuses on a variety of specialized advisory services spanning bankruptcy, restructuring, turnaround management, forensic accounting, crisis and litigation support, appraisal and valuation, real estate, and operations management. The Auction and Liquidation segment deals with retail liquidation services. The Communications segment is composed of a portfolio of companies acquired for attractive risk-adjusted investment return characteristics. The Consumer segment includes Targus and the Brands investment portfolio. The company was founded in 1973 and is headquartered in Los Angeles, CA.

BRC Group Holdings Inc.

B. Riley Financial Inc

B. Riley Financial is trending as investors monitor the company's progress on debt reduction, including the retirement of senior notes, alongside ongoing speculation regarding its significant stake in Babcock & Wilcox and potential delisting risks. The community is heavily focused on the upcoming 10-K filing deadline, with many retail participants discussing a potential short squeeze fueled by high short interest and anticipation that management will clarify its balance sheet stability and future guidance.

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$QD I most likely will hate myself in the morning but started a position at 3.05 today, which is the major support level on this one.  If they do another money losing plan like the food delivery business this is partially toast but willing to make the bet given now far less than cash value and a buyback program that would buy in theory half the shares.   This was over a double for me from mid-2024 (sold too soon in 2025) and lets see if we can make magic twice.  Could easy test 2.70 and where I add next.

Brett Buttliere

Andrés

Ole Wirén Arstoft

StockTwits Web

Qudian Inc.

 I most likely will hate myself in the morning but started a position at 3.05 today, which is the major support level on this one.  If they do another money losing plan like the food delivery business this is partially toast but willing to make the bet given now far less than cash value and a buyback program that would buy in theory half the shares.   This was over a double for me from mid-2024 (sold too soon in 2025) and lets see if we can make magic twice.  Could easy test 2.70 and where I add next.

Autohome

Baozun

Lamb Weston Holdings Inc

GreenTree Hospitality

Qifu Technology Inc - ADR

Lufax Holding Ltd - ADR

Cheer Holding

Alvotech

JohnTill

@JohnTill they seem to be transitioning to a finance company, i hope at least, but also i hate their new name - shows somehow they are too unserious

 they seem to be transitioning to a finance company, i hope at least, but also i hate their new name - shows somehow they are too unserious

UiPath Inc

Kartoon Studios Inc

Co-Diagnostics Inc

Toughbuilt Industries Inc

Shift4 Payments Inc - Ordinary Shares - Class A

Portillos Inc - Ordinary Shares - Class A

@NabuKudurru Agree - small position and waiting until the 2.70s for anything even remotely serious.  Just a fly for now.

 Agree - small position and waiting until the 2.70s for anything even remotely serious.  Just a fly for now.

I should have noted that I sold for a whopping 0.15 profit a few days ago - was not loving the overall China vide so exited a bunch of stuff including this starting position.  I will revisit but waiting this time for some more weakness.  Low priority one.