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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 driving intense market volatility as investors weigh its aggressive valuation and recent acquisition of AI firm Cursor against concerns over revenue deceleration and competitive threats in the aerospace sector. While retail traders are actively fueling the stock's momentum through FOMO, sentiment remains sharply divided between those betting on long-term structural dominance in the space economy and bears bracing for a significant correction.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is facing intense downward pressure and negative community sentiment as investors express frustration over lack of growth, failed acquisition rumors involving potential partners like Lionsgate and Roku, and persistent stock price weakness. Despite some calls for bottom-fishing and long-term accumulation, the prevailing conversation is dominated by disillusionment, with many traders betting on further downside while questioning management's strategy regarding share buybacks.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is currently under intense scrutiny as investors weigh the potential of the newly unveiled next-generation Spectacles against concerns regarding the company's hardware strategy and management. The community is actively debating the product's high price point and whether this pivot will finally unlock long-term profitability or result in further capital burn.

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 is experiencing significant volatility and community debate as investors navigate the ripple effects of the massive SpaceX IPO on the broader space sector. While some traders are aggressively buying the dip in anticipation of a sympathy rally or institutional rotation back into sector peers, others are concerned about liquidity drains and long-term valuation pressures.

Rackspace Technology, Inc. engages in the provision of end-to-end multi-cloud technology services. The firm designs, builds and operates its customers’ cloud environments across technology platforms. It operates through the following segments: Multicloud Services and Apps & Cross Platform. The Multicloud Services segment includes public and private cloud managed services offerings, as well as professional services related to designing and building multicloud solutions and cloud-native applications. The Apps & Cross Platform segment includes managed applications, managed security and data services, as well as professional services related to designing and implementing application, security and data services. The company was founded on July 21, 2016 and is headquartered in San Antonio, TX.

Rackspace Technology Inc

Rackspace Technology is seeing intense investor focus following a definitive agreement to deploy 30 MW of AMD-powered AI computing capacity, an initiative supported by a broader corporate restructuring and workforce reduction aimed at accelerating enterprise AI adoption. Community sentiment is sharply divided between bulls highlighting the company's transformation into a specialized AI infrastructure play and skeptics raising concerns over its debt levels and potential for future share offerings.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is trending as investors aggressively rotate into the memory and storage sector, driven by the belief that high-bandwidth memory and enterprise-grade storage have become the critical, underbuilt infrastructure bottlenecks for AI compute. While the community remains divided between those viewing the rapid price appreciation as a sustainable re-rating fueled by structural supply constraints and those warning of a speculative bubble, the stock continues to see high volume as it tracks alongside key industry players in a broader AI hardware rally.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is currently experiencing intense downward pressure and high volatility as investors weigh disappointing delivery metrics against the company's long-term pivot toward an integrated ecosystem of EVs, robotics, and autonomous AI. While some in the community highlight the stock's significant discount and potential for future technological breakthroughs, sentiment remains largely dominated by frustration over persistent stock price stagnation, regulatory headwinds, and the perception of heavy market manipulation compared to sector peers.

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 gaining significant momentum as investors rotate into AI infrastructure and compute proxies, fueled by its strategic partnerships and new high-value cloud contracts. The community is heavily focused on the stock's potential for institutional re-rating and its tight float, with ongoing discussions centered on key data center expansion projects and the broader shift toward high-performance computing demand.

One Stop Systems, Inc. engages in the design, manufacture, and marketing of computing modules and systems targeting edge deployments. It deals with the design and manufacture of high-performance customized computer and flash arrays, in-flight entertainment, and connectivity and value-added reseller with minimal customization. The company operates through the OSS and OSS Europe segments. One Stop Systems was founded by Stephen D. Cooper and Mark Gunn in 1998 and is headquartered in Escondido, CA.

One Stop Systems Inc

One Stop Systems is trending following a massive surge in defense-related AI server bookings, fueling community enthusiasm over its recurring business model and strategic role in rugged edge infrastructure. Investors are heavily focused on the company's improved balance sheet and the potential for long-term growth as it becomes further embedded in mission-critical defense and autonomous system programs.

Lionsgate Studios Corp. operates as a standalone, pure-play content company focused on creating, producing, and distributing premium entertainment across multiple formats and platforms. It operates through the following segments: Motion Picture and Television Production. The Motion Picture segment includes the development and production of feature films, acquisition of North American and worldwide distribution rights, North American theatrical, home entertainment, and television distribution of produced and acquired films, as well as the worldwide licensing of distribution rights. The Television Production segment covers the development, production, and worldwide distribution of television content, including series, television movies, mini-series, and non-fiction programming. The company was founded on January 13, 2024 and is headquartered in Vancouver, Canada.

Lionsgate Studios Corp. - Ordinary Shares - New

Lionsgate Studios Corp.

Lionsgate Studios is currently trending as a prominent M&A target, with community discussions heavily focused on persistent rumors of a potential buyout by major players like Netflix. Investors are closely monitoring options activity and the studio's extensive film library, viewing it as an attractive strategic asset for acquisition in a consolidating media landscape.

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$PERI $326MN market cap with $293MN cash. So you’re paying $33MN for the operating business which still did $7MN in Q1 in cash flow even though it’s their lowest revenue quarter

Rick Glowaki

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Perion Network Ltd

 $326MN market cap with $293MN cash. So you’re paying $33MN for the operating business which still did $7MN in Q1 in cash flow even though it’s their lowest revenue quarter

Benjamin Patton

@Leroy_Jankins Unfortunately I believe the market is discounting most of their cash due to still entertaining buying more assets with that cash. They paid about 190 million (including earn outs and retention bonuses) the past couple years for Livestack and Greenbids. If they were to commit to just grow organically going forward with what they have the market would reprice stock to the mid teens in my opinion. At the very least they need to up their buyback program by another 100 million over the next year. They had 58 million left at end of Q1 and assuming they buy at same pace in Q2 and Q3 as they did in Q1 they will have mostly exhausted their buyback cash allocation.

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 Unfortunately I believe the market is discounting most of their cash due to still entertaining buying more assets with that cash. They paid about 190 million (including earn outs and retention bonuses) the past couple years for Livestack and Greenbids. If they were to commit to just grow organically going forward with what they have the market would reprice stock to the mid teens in my opinion. At the very least they need to up their buyback program by another 100 million over the next year. They had 58 million left at end of Q1 and assuming they buy at same pace in Q2 and Q3 as they did in Q1 they will have mostly exhausted their buyback cash allocation.