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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.

RUMs Q3 results are drawing attention after record revenue and its first positive adjusted EBITDA quarter, with traders focused on growth from Quake AI and the Northern Data acquisition. Bulls see evidence that its AI-infrastructure pivot is gaining traction and speculate high short interest could amplify the rally, while skeptics point to financing needs, cash burn, and uncertainty around future data-center expansion.

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

A stronger-than-expected Q3 and raised outlook, alongside managements assurances about AI demand and funding, have fueled a sharp rebound in CoreWeave shares. Traders are calling it a short squeeze and celebrating the CEOs canceled stock-sale plan, while skeptics say heavy debt, interest costs, and expansion spending remain significant risks.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft shares drew selling as traders weighed Anthropics Claude workplace tools, including spreadsheet and office products, as a potential challenge to Office and Copilot. The community debated whether the launch signals real disruption or whether Microsofts deeply embedded enterprise ecosystem limits the threat.

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

POETs sharp rebound after a steep tech and photonics selloff has prompted speculation about an oversold bounce and short covering. Traders are also looking ahead to the companys Q3 report for evidence of shipments and production progress, while skeptics stress that its AI-optics opportunity still needs commercial execution.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Q3 results and outlook are driving attention: traders are weighing stronger year-over-year sales, a return to profitability and recurring Samsung and Micron licensing revenue against the share-price decline after reported results fell short of some expectations. Bulls attribute the gap partly to the accounting treatment of Samsungs upfront fee and anticipate further growth, while others are cautious about lower sequential product sales and the lack of a confirmed SK Hynix deal or Nasdaq uplisting.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

BRUN is drawing attention as traders connect its move to strength in AI infrastructure and neocloud peers such as CoreWeave and Nebius, while looking ahead to the companys Q3 results. Bulls expect the sector momentum and earnings to help a recovery, but others remain cautious after the steep selloff and say execution must validate the optimism.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas Q3 beat-and-raise report, including stronger profitability and cash generation alongside a higher outlook, is driving attention as shares rally toward record highs. Bulls are celebrating the breakout, while some traders remain wary of volatile post-earnings price swings and whether expectations already reflect the strong results.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

Hotter-than-expected inflation and stronger Fed rate-hike bets have pressured gold as the dollar and Treasury yields rise. Traders are divided between expecting further losses and buying the dip, with sharp reversals keeping the discussion focused on golds volatile outlook.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors upcoming FDA decision on deramiocel for Duchenne muscular dystrophy is driving attention, with the company reaffirming confidence on its earnings call and saying the application is in final review ahead of the Nov. 22 target date. Traders largely read managements comments as encouraging and are discussing a possible short squeeze, while others stress that approval is uncertain and the decision remains a high-risk binary event.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X ETF

A sharp semiconductor selloff amid concerns about AI and data-center spending has driven extreme swings in SOXS, which traders use as a 3 bearish chip-sector play. After a steep run-up, the ETF has pulled back, leaving traders split between expecting more downside in semiconductors and betting on a rebound; some also warn that daily-reset decay makes it risky to hold for long.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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Apple Inc.

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NVIDIA Corp

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$PYPL says it will strip $700M+ of gross costs out by the end of 2026, part of a $1.5B+ plan over 2 to 3 years. Catch is they plan to reinvest most of it, and branded checkout is still growing just 1-2%. Not sold yet imo. Bearish

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PayPal Holdings Inc

 says it will strip $700M+ of gross costs out by the end of 2026, part of a $1.5B+ plan over 2 to 3 years. Catch is they plan to reinvest most of it, and branded checkout is still growing just 1-2%. Not sold yet imo. Bearish

Night and Day, CPA

@NightandDayCPA it can’t reduce reinvestment at any time. If it continues to buyback 10%+ a year of stock and make investments, I’m not sure how you could be bearish, especially since that investment is coming from cost cutting. It’s trading at a 15% FCF yield. Lmao

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 it can’t reduce reinvestment at any time. If it continues to buyback 10%+ a year of stock and make investments, I’m not sure how you could be bearish, especially since that investment is coming from cost cutting. It’s trading at a 15% FCF yield. Lmao

MostlyBullish

@NightandDayCPA it can reduce reinvestment at any time***

 it can reduce reinvestment at any time***

@MostlyBullish Fair point, the buyback and the cheap valuation are the real bull case. I just want to see branded checkout get past 1-2% before the cuts show up in EPS. If it does, I&#39;d flip.

 Fair point, the buyback and the cheap valuation are the real bull case. I just want to see branded checkout get past 1-2% before the cuts show up in EPS. If it does, I'd flip.