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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 trending as investors react to a strong earnings report from sector peer CoreWeave, driving significant pre-market momentum and fueling hopes for a short squeeze among retail traders betting against prominent bearish positions. The community remains hyper-focused on the company's upcoming earnings release, debating whether the stock's recent volatility and infrastructure demand justify its current valuation or if it is poised for further gains.

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 surging after posting record revenue and a massive backlog exceeding $100 billion, signaling robust AI infrastructure demand that has silenced recent skeptics. The community is heavily debating the company's aggressive capital spending and debt levels, with bulls highlighting the long-term potential of its AI compute platform while bears remain focused on the path to profitability.

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 trending as investors digest a massive earnings beat and aggressive FY27 revenue guidance of up to $72 billion, though sentiment remains divided between those highlighting the company's strong AI infrastructure backlog and those skeptical of management credibility and sustainable margins. While the community is actively debating the stock's significant valuation discount relative to its peers and the potential for a short squeeze following the company's decision to suspend its ATM program, many continue to express frustration over the stock's limited post-earnings reaction amid ongoing concerns regarding corporate governance and institutional trust.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is trending following the release of positive Phase 3 results for DT120 in major depressive disorder, which met primary and secondary endpoints with a strong efficacy profile. The community is actively debating the stock's valuation and the company's subsequent decision to launch a significant upsized public offering, balancing excitement over the clinical breakthrough against concerns regarding shareholder dilution.

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 Inc. is currently trending as investors position themselves ahead of the upcoming earnings report, with the community closely tracking the stock's elevated short interest and its potential for a short squeeze. Enthusiastic discussion is centered on recent defense contract wins, the company's expansion into autonomous drone technologies, and whether these catalysts will finally trigger a sustained breakout above key psychological resistance levels.

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, Inc. is trending as investors bet on its vertical integration in the AI infrastructure space, with community discussions heavily focused on a potential short squeeze driven by its small float and significant short interest. Bullish sentiment is largely fueled by long-term tailwinds in AI data center demand, despite ongoing volatility around recent sector-wide permit headlines and broader market rotation.

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 seeing heavy trading volume and community buzz following a strong quarterly earnings report that highlighted record demand for its photonics and laser components. Investors are closely debating the stock's valuation after recent price target adjustments and sector-wide volatility, while actively tracking the company's critical role in powering the growing AI data center infrastructure.

Jumia Technologies AG engages in the provision of logistic services. It operates a pan-African e-commerce platform. It operates through the following geographical segments: West Africa, North Africa, East and South Africa, Europe, United Arab Emirates, and Others. The company was founded by Jeremy Hodara, Sacha Poignonnec, Peter Allerstorfer, Manuel Koser, Tunde Kehinde, and Raphael Afaedor in 2012 and is headquartered in Berlin, Germany.

Jumia Technologies Ag - ADR

Jumia Technologies is trending as investors weigh strong long-term growth fundamentals against short-term volatility driven by geopolitical tensions and global supply chain disruptions. While the community remains divided between those capitalizing on the dip and those concerned about price stability, the primary sentiment focuses on the company's progress toward its path to profitability and its strategic position in the rapidly expanding African e-commerce market.

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

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is currently in the spotlight as investors react to a new massive 289,000-square-foot production facility designed to triple capacity for aerospace and defense demand. The community is actively debating the stock's growth trajectory and potential for a short squeeze, fueled by high short interest and recent institutional analyst coverage with bullish price targets.

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I&#39;m not sure if $ANAB or $GSK have any reason to settle Jemperli dispute before the trial on July 14.

I can&#39;t see a full reversion of Jemperli back to ANAB.

I can&#39;t see the royalty rate jacked up any higher, currently tiered up to 25% over $2.5 billion revs. There is well established rule of thumb in patent disputes that hypothetical profits are split 75% to the licensee who bears commercialization risk and 25% to the licensor who bears no risk (except for maximizing licensed sales).

So are ANAB and GSK going to fight over a royalty on the therapy being used in combination with Keytruda and/or a small upfront payment like their 2020 litigation?

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AnaptysBio Inc

Glaxosmithkline plc - ADR

 have any reason to settle Jemperli dispute before the trial on July 14.

I can't see a full reversion of Jemperli back to ANAB.

I can't see the royalty rate jacked up any higher, currently tiered up to 25% over $2.5 billion revs. There is well established rule of thumb in patent disputes that hypothetical profits are split 75% to the licensee who bears commercialization risk and 25% to the licensor who bears no risk (except for maximizing licensed sales).

So are ANAB and GSK going to fight over a royalty on the therapy being used in combination with Keytruda and/or a small upfront payment like their 2020 litigation?