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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 patent-license and settlement agreement with Micron, which resolves their pending legal disputes and establishes a multiyear license, is driving attention. Traders are largely celebrating the deal as a validation of Netlists IP and a possible precedent for other memory-chip companies, while some debate its terms and speculate about future agreements.

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

SpaceXs rally is drawing attention after bullish analyst commentary highlighted its growth prospects in AI computing, Starlink and Starship, alongside reports about launch-fueling infrastructure; some traders also cite potential AI-computing deals, though those claims are not consistently confirmed. The community is split between momentum and short-squeeze enthusiasm and concerns about stretched valuation, upcoming share unlocks and a possible pullback.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals planned first international AI data-center campus in Finland, with access to up to 1 GW of potential power and talks underway with hyperscalers, is driving attention ahead of earnings. Many traders view the expansion as a bullish growth signal, while others question its financing and worry the announcement could be overshadowed by earnings; frustration over the stocks muted, volatile price action is also prominent.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

A suspected Russian pneumonic-plague case has fueled vaccine-stock speculation, with NVAX traders discussing possible government funding despite Novavax having no plague vaccine and the outbreaks risk remaining uncertain. Many also point to short-squeeze dynamics, while others argue the move may be supported by Sanofis Nuvaxovid rollout rather than the outbreak alone.

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.

Boost Runs multiyear AI cloud-compute agreement with a sovereign AI customer is the main catalyst, reinforcing the companys AI-infrastructure growth story. Bulls see the contract as validation, while skeptics remain focused on execution, the customers identity, and BRUNs sharp volatility.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

A U.S.-Japan statement highlighting ASTs Rakuten partnership and a successful TELUS satellite-to-smartphone integration test are driving attention, with bullish traders viewing them as validation of carrier and international opportunities. Others remain cautious over launch delays and execution concerns, arguing that partnership news has yet to translate into stronger share performance.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas better-than-expected Q3 deliveries are fueling a rebound, with traders also discussing speculative SpaceX-merger buzz and the companys AI and robotics ambitions. Bullish momentum and options activity are meeting pushback over valuation and the risk of a pullback.

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

Google and Constellations long-term nuclear power partnership, including support for new generating capacity, is driving attention. Traders see it as evidence that AI data-center demand is boosting the value of reliable power and applaud the big-tech contract, while some question whether good news will lead to lasting share gains.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Approval of Evernorths merger and its planned Nasdaq debut as an XRP treasury company are driving attention, alongside a sharp, momentum-fueled run. Traders are split between a bullish low-float and XRP-exposure thesis and concerns that the stock is priced well above its underlying holdings, with warrant exercises potentially adding share supply.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

The Department of Energys conditional $4.2 billion loan commitment for upgrades at Vistras nuclear plants is driving attention, with traders connecting the added capacity to rising AI and data-center power demand. Many are bullish on the federal backing and nuclear theme, while others are frustrated that the shares have been volatile and have not held stronger gains on the news.

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$SMCI Everyone&#39;s reason for selling this down from $100+, the delistment fear, and the lack of an auditor has been completely erased. 

The bear thesis is completely and totally invalidated. Now if the stock was trading $100+ before that fear, where do you think the price is going next?

Tick tock shorts, tick tock.

Chris S

Daniel Baker

Whiz Kid

Aldo Vereda

Summy!

peter abbondanza

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Super Micro Computer Inc

 Everyone's reason for selling this down from $100+, the delistment fear, and the lack of an auditor has been completely erased. 

The bear thesis is completely and totally invalidated. Now if the stock was trading $100+ before that fear, where do you think the price is going next?

Tick tock shorts, tick tock.