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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is surging as investors react to reports that the company plans to monetize its massive AI infrastructure by selling excess compute capacity to external customers. While the news triggered a sharp sell-off in smaller neocloud and semiconductor peers due to fears of increased competition, the broader community is debating whether this initiative is a strategic pivot to boost ROI or a sign of an overbuilt AI infrastructure market.

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 facing significant volatility as investors react to reports that Meta is exploring a cloud business to monetize its excess AI compute capacity. While some market participants fear this signals increased competition and potential oversupply, others view the pullback as an overreaction, emphasizing that CoreWeave's long-term infrastructure contracts remain robust and that underlying AI demand remains tightly supply-constrained.

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 stock is facing significant downward pressure following reports that Meta Platforms plans to develop its own cloud business to monetize excess AI compute capacity. Investors are actively debating whether this news signifies a structural threat to the neocloud business model or if it is merely a market overreaction that ignores Nebius's existing multi-billion dollar capacity agreements and the broader, supply-constrained reality of the AI infrastructure sector.

Jack in the Box, Inc. engages in the provision of developing, operating, and franchising a chain of quick-service and fast-casual restaurants. It operates through the Jack in the Box and Del Taco segments. The Jack in the Box segment offers a selection of distinctive products including classic burgers and other product lines such as Buttery Jack Burgers. The company was founded by Robert Oscar Peterson in 1951 and is headquartered in San Diego, CA.

Jack In The Box, Inc.

Jack in the Box is generating significant retail interest as a high-conviction short-squeeze candidate, driven by its exceptionally small public float and high short interest that has captured the attention of traders mirroring the mechanics of past meme-stock rallies. The community is actively debating the stock's turnaround potential and squeeze viability, with many comparing it to other fast-food plays while discussing the impact of management's operational shifts and debt restructuring plans.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is experiencing significant market interest driven by recent FDA approvals for its tumor-only diagnostic platform and strategic partnerships, which have bolstered the narrative of the company as an emerging infrastructure leader in precision medicine. While community members debate the stock's high short interest and institutional accumulation, sentiment remains sharply divided between those betting on long-term data-moat potential and those skeptical of recent technical volatility.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is drawing significant attention as investors anticipate the upcoming 80th clinical trial event, which many believe will trigger a major buyout or partnership announcement. Community discussions are highly polarized between bulls, who view recent price pullbacks as healthy accumulation zones ahead of transformative data, and bears, who remain skeptical of the clinical trial's potential for statistical success.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning is trending as investors weigh its critical role in AI infrastructure, particularly for optical fiber and data center connectivity, against recent volatility across the semiconductor and AI hardware sectors. While community members discuss the potential for long-term growth driven by hyperscaler demand, others are closely monitoring technical pullbacks and sector-wide rotations that have pressured the stock.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Constellation Energy is currently drawing significant investor interest as a core play on the explosive AI-driven electricity demand cycle, with community members actively debating its valuation following a sharp recent pullback. Despite volatility stemming from structural share lock-up expirations and sector-wide sentiment shifts, the consensus among long-term holders remains focused on its unmatched nuclear fleet and strategic, long-term power agreements with major tech hyperscalers.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as retail investors and the community anticipate significant catalysts in July, including potential updates on global expansion, Saudi Arabia partnerships, and Q2 earnings. Bullish sentiment is driven by enthusiasm for the company's NK cell therapy platform and robotic manufacturing, alongside widespread discussion regarding a heavily shorted float and the potential for a rapid price breakout.

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 currently experiencing intense volatility and downward pressure as investors closely monitor the financial mechanics and dilution risks surrounding its pending acquisition of TopBuild. While some community members are expressing frustration over the recent price slide, others view the current levels as a strategic buying opportunity, betting on long-term synergies and the leadership track record of Brad Jacobs.

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Dan Meagher