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The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is trending as investors digest reports that activist investor Nelson Peltz's Trian Partners is preparing a bid to take the burger chain private. While the community is actively debating the potential buyout premium and its impact on the high short interest, others are focused on the company's operational challenges and the ongoing push-and-pull between retail bulls and short sellers.

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 surging as traders react to a blowout earnings report featuring a massive backlog and aggressive forward revenue guidance that has forced analysts to scramble with upward price target revisions. The community is actively debating the stock's potential for a major short squeeze, with many investors arguing that the current valuation is a significant disconnect from the company's fundamental growth in the AI infrastructure sector.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is surging as investors cheer a stellar earnings report that highlighted massive year-over-year revenue growth and substantial new contract wins in the AI cloud sector. The stock is currently experiencing a significant short squeeze, with the community actively rallying against bearish sentiment and celebrating the company's ability to capitalize on intense AI infrastructure demand.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is trending as the market reacts to record quarterly revenue growth and an aggressive Q3 guidance that signals a major pivot toward AI infrastructure. The community is focused on the impact of the Northern Data acquisition, with intense debate centering on whether the companys rapidly scaling AI revenue and 250MW of potential power capacity justify a squeeze against significant short interest.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors react to the company's progress toward a BLA submission for its prostate cancer therapy, highlighted by institutional accumulation and the recent appointment of a new Chief Commercial Officer. The community remains focused on the potential for robust clinical data to drive a revaluation, while active discussions center on the company's strong institutional backing and the anticipation of upcoming conference presentations.

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 seeing increased volatility as investors weigh the company's strong backlog and recent contract wins against broader sector pressure from SpaceX's market dominance and upcoming lockup expirations. Community discussion remains focused on long-term growth potential and deep value opportunities, with many traders closely monitoring for a breakout ahead of the next earnings report.

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 experiencing a surge in trading volume and sentiment as shares climb back above their IPO price, silencing skeptics who previously predicted a sharp downturn. Community discourse is currently split between bullish investors focusing on long-term generational growth and AI-driven potential, and active bears who are questioning the high valuation and citing concerns over share lockup expirations.

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 trending as investors react to strong quarterly earnings that showcased massive year-over-year growth and positive guidance, validating the company's role as a key supplier in the expanding AI optical infrastructure market. The community is actively discussing the stock's high volatility and debating whether recent price movements present a sustainable growth trend or a short-term opportunity following its impressive sector performance.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is seeing intense retail focus and high intraday volatility as investors debate its valuation and future growth prospects amid recent partnerships and earnings anticipation. While bulls highlight its AI inference speed and potential as a key infrastructure player, skeptics remain cautious due to lock-up expirations, concentrated client exposure, and elevated valuation concerns.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is experiencing significant volatility as investors weigh a post-earnings valuation pullback against the companys robust 50%+ year-over-year growth and strong cash flow metrics. While community sentiment is heavily divided between those viewing the decline as a generational buying opportunity and those concerned by bearish analyst downgrades, active discussion remains focused on the company's long-term profitability and the potential for a rebound driven by its proprietary AI-powered ad engine.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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$WRD I had to leave after the 1st question was asked in the Q&amp;A and the replay is not available yet. 
 
Was something said to spook people?

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WeRide Inc. - ADR

 I had to leave after the 1st question was asked in the Q&A and the replay is not available yet. 
 
Was something said to spook people?

@LubberJML mostly softball questions and rehashing what was already said.

Walt from Road to Autonomy in the end had some good questions. 

Thanks for taking the question. On the asset-light model and the platform relationships, under this structure, your partners own the vehicles, and the platforms basically own the riders. WeRide basically is sitting in the middle licensing the driver. That makes the durability of those relationships kind of the whole thing. On Uber, one of your partners, obviously in some markets, their track record here is obvious. You had them rotating Waymo out in Phoenix. They just wound down their Serve Robotics relationship. I guess if you can just review what exclusivity or minimum volume commitments that you have in the Uber markets. In the asset-light model, where you don&#39;t own the cars or the customers, what ends up being your leverage if the platform, Uber or whoever, decides to route demand to other partners?

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 mostly softball questions and rehashing what was already said.

Walt from Road to Autonomy in the end had some good questions. 

Thanks for taking the question. On the asset-light model and the platform relationships, under this structure, your partners own the vehicles, and the platforms basically own the riders. WeRide basically is sitting in the middle licensing the driver. That makes the durability of those relationships kind of the whole thing. On Uber, one of your partners, obviously in some markets, their track record here is obvious. You had them rotating Waymo out in Phoenix. They just wound down their Serve Robotics relationship. I guess if you can just review what exclusivity or minimum volume commitments that you have in the Uber markets. In the asset-light model, where you don't own the cars or the customers, what ends up being your leverage if the platform, Uber or whoever, decides to route demand to other partners?