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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 market activity and community debate following a significant earnings report that featured a revenue guidance blowout and the suspension of a previously planned stock offering. Investors are actively discussing the company's massive order backlog and shift in profitability, while traders debate whether the stock's current price reflects a deep value opportunity or if persistent concerns regarding corporate governance and institutional skepticism will continue to cap near-term gains.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas is trending due to a new multi-million-dollar contract with the Israeli Ministry of Defense for its tactical attack drone program, fueling massive retail interest and speculation ahead of earnings. Investors are actively discussing the potential for a short squeeze, citing high short interest and institutional accumulation as the company positions itself as a key player in the autonomous defense sector.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as investors monitor ongoing institutional accumulation and anticipation surrounding the upcoming fireside chat at the Canaccord Genuity conference. The community is intensely debating the company's long-term potential in physical AI and automotive software while remaining divided over the impact of recent technical partnerships and the speed of revenue conversion.

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

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is rallying as investors digest a massive revenue backlog and raised fiscal guidance that signals accelerating AI infrastructure demand. The community is sharply divided, with bulls highlighting the potential for a short squeeze and long-term scaling, while skeptical traders focus on persistent cash burn and high leverage.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending as investors react to a strong quarterly double-beat, featuring double-digit revenue growth and significant gains in guest traffic that underscore the brand's ability to maintain demand in a challenging sector. Community sentiment remains largely bullish, with many focusing on CAVA's category leadership and rapid store expansion as signs of long-term potential, despite some debate over the stock's premium valuation and short-term price volatility.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech100 is trending as investors debate the significant disconnect between its current market price and the underlying valuation of its high-growth AI and space assets like SpaceX and Anthropic. The community is actively discussing the potential impact of an upcoming NAV update and the anticipation of an Anthropic IPO, while some express concern over the lack of transparency regarding SPV validity and share dilution.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is gaining momentum as investors react to strong quarterly earnings, featuring a notable revenue beat and the extension of key launch agreements with Lockheed Martin through 2031. The community is actively debating the company's long-term valuation compared to sector peers and monitoring technical indicators as the stock tests important resistance levels.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCellera Biologics is trending following positive Phase 2 clinical trial results for its lead asset, ABCL635, which demonstrated strong efficacy and safety in treating menopausal hot flashes. Investors are heavily focused on this data as a major validation of the company's internal discovery platform, though some market participants remain cautious about the company's cash-burn profile and the potential for upcoming share offerings.

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

AXTI is surging as investors bet on the company's critical role in the AI data center buildout, with community excitement fueled by long-term supply agreements and strong demand for Indium Phosphide substrates. While some traders are focused on short-term technical resistance and potential geopolitical volatility, bulls are aggressively highlighting the company's pivot toward high-growth optical infrastructure as a key long-term catalyst.

Vanguard Index Funds - Vanguard S&P 500 ETF

Vanguard S&P 500 ETF

Vanguard S&P 500 ETF (VOO) is currently experiencing mixed sentiment as investors weigh persistent geopolitical uncertainty in the Middle East against broad market resilience and anticipation of Federal Reserve policy shifts. Community discussions are heavily divided, with some investors favoring long-term passive accumulation as a safeguard against volatility, while others aggressively advocate for shifting into ex-US assets, gold, or high-yield alternatives due to concerns regarding current market valuations and record-high margin debt levels.

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$ACHR it&#39;s a start up. When this goes commercial they will not be able to keep up with demand 

1.8 BILLION IN CASH 

US operations expected to begin this year under the White House’s eVTOL Integration Pilot Program (eIPP) and in preparation for LA28 Olympic Games
Advanced commercial readiness with expanded piloted flight test program and operations of Hawthorne Airport in LA
Record FAA certification progress as the first to close Phase 3 of the FAA’s 4-phase Type Certification process for eVTOL aircraft*
Significant progress on dual-use, hybrid, autonomous aircraft with phased program awards expected later this year
Rapidly advancing AI stack through partnerships with NVIDIA, Palantir, and Starlink amid the DOT’s ~$20B ATC modernization effort
Ended Q1 2026 with strong liquidity of ~$1.8B and spending in line with guidance

edraso

Doug Massey

Gordon Turner

$ACHR I would be careful with a company that lost $618.2 million in the last year...

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Archer Aviation Inc

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 it's a start up. When this goes commercial they will not be able to keep up with demand 

1.8 BILLION IN CASH 

US operations expected to begin this year under the White House’s eVTOL Integration Pilot Program (eIPP) and in preparation for LA28 Olympic Games
Advanced commercial readiness with expanded piloted flight test program and operations of Hawthorne Airport in LA
Record FAA certification progress as the first to close Phase 3 of the FAA’s 4-phase Type Certification process for eVTOL aircraft*
Significant progress on dual-use, hybrid, autonomous aircraft with phased program awards expected later this year
Rapidly advancing AI stack through partnerships with NVIDIA, Palantir, and Starlink amid the DOT’s ~$20B ATC modernization effort
Ended Q1 2026 with strong liquidity of ~$1.8B and spending in line with guidance