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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is seeing high volatility as traders react to reports suggesting China may allow top AI firms to purchase limited quantities of H200 chips, providing a potential demand tailwind. The community remains sharply divided, with bulls pointing to institutional accumulation and attractive valuation multiples, while bears emphasize technical resistance levels and potential geopolitical headwinds impacting the broader semiconductor sector.

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 intense volatility and downward pressure as investors weigh significant contract wins against concerns over share dilution and upcoming lockup expirations. The community remains deeply polarized, with bulls pointing to strong long-term fundamentals and analyst price targets while bears and frustrated retail investors highlight the aggressive shorting activity and persistent selling despite positive corporate updates.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is trending following the massive expansion of its partnership with Brookfield, which scaled its AI infrastructure financing commitment fivefold from $5 billion to $25 billion. Investors and the community are aggressively debating the company's role as a critical power bottleneck solution for hyperscale data centers, with many traders viewing recent volatility and short reports as buying opportunities for long-term AI-driven growth.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Penguin Solutions ($PENG) is experiencing intense momentum as it establishes itself as a core player in the AI infrastructure and memory management sectors. The stock is drawing massive interest from traders who are closely following its partnership with NVIDIA, strong quarterly earnings, and the company's critical role in meeting the surging demand for AI factory capacity.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is currently trending as investors debate its long-term potential versus its stagnation on the OTC market, with recent community discussions focused on the impact of Goldman Sachs initiating coverage with a buy rating and the persistent frustration over the company's lack of a clear timeline for a major exchange relisting. While some bulls are encouraged by rapid store expansion and strong operational execution, many are expressing skepticism regarding management's transparency and the stock's significant underperformance compared to other coffee peers.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp is generating significant retail attention as investors weigh the company's strategic move to monetize non-core assets against ongoing skepticism regarding Tanbreez's economic viability and management's communication strategy. The stock is being closely watched as a potential beneficiary of broader geopolitical efforts to secure domestic critical mineral supply chains, though community sentiment remains polarized between long-term bullish conviction and frustration over prolonged timelines.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending following a significant multi-year agreement with Apple to supply custom ASIC silicon products through 2031, reinforcing its role as a key infrastructure partner in the AI hardware supply chain. The community remains focused on this deal as a major catalyst for revenue visibility and recurring demand, fueling ongoing debate about the stock's valuation versus its long-term potential in the custom silicon market.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is experiencing significant volatility and heavy volume as investors navigate the final stages of its TopBuild acquisition, with the community split between concerns over share dilution and confidence in CEO Brad Jacobs' long-term roll-up strategy. Traders are closely monitoring the deal's closing mechanics, arbitrage activity, and potential for a short squeeze as the market reacts to the massive scale of the new entity.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as investors react to a 75 million-share offering that triggered significant volatility, with the community split between those viewing the dilution as a necessary step to fund manufacturing expansion and those frustrated by the sudden management-led sell-off. While bulls highlight the long-term potential for the R2 program and strengthened balance sheet, bears are focused on the immediate supply pressure and history of capital raises impacting shareholder value.

T1 Energy, Inc. engages in providing energy solutions focused on solar module and solar cell manufacturing. It focuses on building an integrated U.S. supply chain for solar and batteries. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy is seeing heightened trading activity as the market weighs its potential as a domestic solar manufacturing play against concerns regarding supply chain reliance and regulatory scrutiny. The community is actively debating the company's long-term infrastructure thesis for powering AI data centers while keeping a close watch on key technical levels, upcoming milestones for their G2 expansion, and potential institutional shifts.

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$WRD  
Chinese biggest stocks started breaking out July 1.  
WRD went into a deeper hell on July 1. 
PONY is running better than WRD. 
 
Don&#39;t worry, Tony has all the numbers in his head for profitability and the valuation mismatch and he assured us Wall Street will see it eventually.  Until that day comes....This is not good.

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WeRide Inc. - ADR

  
Chinese biggest stocks started breaking out July 1.  
WRD went into a deeper hell on July 1. 
PONY is running better than WRD. 
 
Don't worry, Tony has all the numbers in his head for profitability and the valuation mismatch and he assured us Wall Street will see it eventually.  Until that day comes....This is not good.