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Battalion Oil Corp. engages in the acquisition, production, exploration, and development of liquids-rich oil and natural gas assets in the Delaware Basin. The company was founded in 1987 and is headquartered in Houston, TX.

Battalion Oil Corp - Ordinary Shares (New)

Battalion Oil Corp. is trending sharply upward as escalating geopolitical tensions in the Middle East drive a surge in oil prices and concerns over the Strait of Hormuz. The community is heavily focused on a potential massive short squeeze, citing the stock's low float and extremely high cost to borrow.

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 keenly await the outcome of a contentious city council vote in Independence, Missouri, regarding a crucial data center tax abatement, while simultaneously grappling with broader market pressure stemming from a competitor's recent disappointing earnings report.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is actively discussed as NVIDIA's increased emphasis on optical interconnects validates the photonics sector, while a disclosed institutional stake and recent company updates detailing upcoming larger customer engagements for AI solutions amplify bullish sentiment.

AeroVironment, Inc. engages in the design, development, and production of multi-domain robotic systems and related services for government agencies and businesses. It operates through the following business segments: UnCrewed Systems, Loitering Munitions Systems, and MacCready Work. The UnCrewed Systems segment focuses primarily on small UAS products designed to operate reliably at lower altitudes in a wide range of environmental conditions. The Loitering Munitions Systems segment focuses primarily on tube-launched aircraft that deploy with the push of a button, fly at higher speeds than small UAS products, and perform either effects delivery or reconnaissance missions, and related support services including training, spare parts, product repair, and product replacement. The MacCready Works segment focuses on customer-funded research and development in the areas of HAPS, robotics, sensors, software analytics, data intelligence, and connectivity. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment Inc. is trending due to a sharp sell-off following a Raymond James downgrade tied to the recompete of a significant $1.4 billion Space Force contract. However, the community largely views this as an overreaction, actively buying the dip while highlighting strong drone demand amid global tensions and anticipating a positive earnings report.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in November 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB Inc. is trending lower following its earnings report, where robust quarterly results were overshadowed by cautious forward guidance and news of executive departures, prompting community discussion on whether the significant sell-off is an overreaction or a justified response to slowing growth concerns within the software sector.

nLIGHT, Inc. engages in the provision of semiconductor and fiber lasers for aerospace and defense, industrial, and microfabrication applications. It operates through the Laser Products and Advanced Development segments. The Laser Products segment designs, manufactures, and sells a range of semiconductor lasers and fiber lasers that are typically integrated into laser systems or manufacturing tools built by customers. The Advanced Development segment focuses on research, design, and prototyping of next-generation laser technologies, leveraging expertise in laser technology, development, beam control, and advanced optics. The company was founded by Scott H. Keeney, Mark DeVito, and Jason Farmer in June 2000 and is headquartered in Camas, WA.

nLIGHT Inc

nLIGHT is a major talking point as its high-energy laser technology demonstrates proven effectiveness in Israel's Iron Beam defense system, igniting community speculation about substantial new defense contracts and its central role in the evolving landscape of directed energy solutions. This surge in interest is further amplified by the company's expanded manufacturing capabilities to meet growing global demand for advanced laser weaponry.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is trending as its full-year 2025 financial results reveal record revenue and substantial profitability improvements, igniting community debate over the stock's undervaluation compared to its expanding AI infrastructure pipeline, while many accuse shorts of actively suppressing the price despite strong fundamentals.

Dave, Inc. is a digital banking service. Its products include a budgeting tool to help members manage their upcoming bills to avoid overspending, cash advances through its flagship ExtraCash product to help members avoid punitive overdraft fees, a Side Hustle product, where Dave helps connect members with supplemental work opportunities, and Dave Banking, a modern checking account experience with valuable tools for building long-term financial health. The company was founded by Jason Wilk, Paras Chitrakar, and John Wolanin in October 2015 and is headquartered in Los Angeles, CA.

Dave Inc - Ordinary Shares - Class A

Dave Inc. is trending following its strong Q4 '25 earnings report, which included substantial revenue and EPS growth and an increased $300 million share repurchase authorization. The community is actively discussing potential analyst upgrades and a short squeeze, believing the fintech is significantly undervalued given its robust financial performance and tight share float.

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

Nvidia's multi-billion dollar investment and strategic partnership to advance optical technology for AI data centers are driving Lumentum's current surge, fueling a fierce debate among investors. Bulls celebrate its "monster" momentum as a critical AI infrastructure play, while skeptics warn of extreme overvaluation and an inevitable "rug pull" given its massive market cap relative to sales.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending as the community hotly debates the US's recent military actions in Iran, with supporters praising it as a decisive strike against a hostile regime. Critics, however, view the escalation as a costly distraction from domestic issues and a risky move with potentially negative economic and geopolitical consequences.

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Bullish bonus

Global X Uranium etf (URA) will be rebalanced between now and July 31th 2025

12 months ago Lotus Resources (LOT on ASX) was a developer, now LOT will be a producer again (coming weeks)

As of July 15 2025 URA etf:

- has 0.22% in cash and they already announced they would sell their Peninsula Energy (PEN) position entirely =&gt; more cash to be invested in other holdings of URA etf

- sell a bit of their nuclear company holdings, bc their percentage in the entire URA etf became too big, and use the cash to invest in lagging small caps and some others (Lotus Resources)

On July 31th, 2024 (11.5 month ago) after the rebalancing back then, LOT (developer) represented 0.428% of the entire URA etf

As of July 15 2025, LOT, a producer again now, only represents 0.28% of the entire URA etf

Producers tend to become bigger positions in uranium sector ETFs

(1/2)

$URA $URNM $LTSRF $NXE $BHP

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Global X Uranium ETF

Exchange Traded Concepts Trust - North Shore Global Uranium Mining ETF

Lotus Resources Ltd

NexGen Energy Ltd

BHP Group Limited - ADR

Bullish bonus

Global X Uranium etf (URA) will be rebalanced between now and July 31th 2025

12 months ago Lotus Resources (LOT on ASX) was a developer, now LOT will be a producer again (coming weeks)

As of July 15 2025 URA etf:

- has 0.22% in cash and they already announced they would sell their Peninsula Energy (PEN) position entirely => more cash to be invested in other holdings of URA etf

- sell a bit of their nuclear company holdings, bc their percentage in the entire URA etf became too big, and use the cash to invest in lagging small caps and some others (Lotus Resources)

On July 31th, 2024 (11.5 month ago) after the rebalancing back then, LOT (developer) represented 0.428% of the entire URA etf

As of July 15 2025, LOT, a producer again now, only represents 0.28% of the entire URA etf

Producers tend to become bigger positions in uranium sector ETFs

(1/2)



Denison Mines Corp

Uranium Energy Corp

Ur-Energy Inc.

Cameco Corp.

Sprott Funds Trust. - Sprott Junior Uranium Miners ETF

So in coming 15 days URA will increase their LOT position from:

- 0.28% to 0.43% (that&#39;s +50%)

or

- 0.28% to &gt;1.00% (that&#39;s + &gt;250%)?

Either way, it&#39;s a lot of LOT shares buying in coming 15 days

(2/2)

Amarks1122

So in coming 15 days URA will increase their LOT position from:

- 0.28% to 0.43% (that's +50%)

or

- 0.28% to >1.00% (that's + >250%)?

Either way, it's a lot of LOT shares buying in coming 15 days

(2/2)