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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is surging following a blowout earnings report characterized by explosive revenue growth and upward guidance revisions that have effectively silenced long-standing bear narratives. The community is actively discussing the stock's role as a leading enterprise AI player, with widespread debates focusing on institutional momentum, the unwinding of short positions, and the company's potential to reach new all-time highs.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

SPY is experiencing a powerful, sentiment-driven rally to new all-time highs as traders capitalize on intense buying pressure and optimism surrounding potential geopolitical developments. While bulls are celebrating the momentum and ignoring traditional valuation concerns, the community is actively debating whether this is a sustainable breakout or a classic blow-off top driven by aggressive algo-buying and extreme short squeezes.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is trending as investors weigh strong Q2 revenue and adjusted EBITDA growth against concerns regarding a decline in North American user engagement and the company's long-term reliance on its Spectacles hardware strategy. Community discussion is heavily divided between retail bulls anticipating a major turnaround and short-term squeezes, and skeptical investors who remain critical of management's leadership and the stock's persistent lack of sustainable profitability.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is trending as traders react to shifting geopolitical narratives regarding the Strait of Hormuz, with strong community sentiment split between skepticism over the latest de-escalation rumors and aggressive buying of the tech-heavy index. Investors are actively debating whether the current momentum reflects a genuine breakout for AI-driven growth or a mechanical rally heavily influenced by short squeezes and large-scale algorithmic intervention.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital is trending as investors react to a significant sector-wide rotation back into AI infrastructure and energy-intensive data center plays following bullish capital expenditure outlooks from major hyperscalers. The community is actively discussing the stock's transition from a Bitcoin miner to an HPC data center powerhouse, focusing on the company's execution of early-stage rental capacity and its robust future pipeline.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Power and Energy, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Power and Energy segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925, and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar is attracting significant attention as investors increasingly view the industrial giant as a key beneficiary of the AI infrastructure boom, citing its record backlog for power equipment and massive equipment demand for data center construction. While bulls emphasize the stock's role in the real-world buildout of the AI economy, the community remains divided, with active discussions debating whether the current premium valuation is sustainable or if it represents an overextended industrial bubble.

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 following the release of record Q2 results, with the community actively debating the company's path to global commercial scale and its ongoing efforts to navigate regulatory milestones. Investors are closely monitoring the impact of international expansion, particularly in the UAE and Saudi Arabia, as they weigh long-term growth prospects against current operating expenses and the potential for future capital needs.

Sterling Infrastructure, Inc. engages in the provision of construction solutions. It operates through the following segments: Transportation Solutions, E-Infrastructure Solutions, and Building Solutions. The Transportation Solutions segment provides infrastructure and rehabilitation services for highways, roads, bridges, airports, ports, light rail systems, water and wastewater facilities, and storm drainage systems. The E-Infrastructure Solutions segment develops advanced, large-scale site development systems and services for data centers, e-commerce distribution centers, warehousing facilities, transportation projects, energy infrastructure, and other specialized developments. The Building Solutions segment provides residential and commercial concrete foundation services for single-family and multi-family homes, as well as parking structures, elevated slabs, and other concrete construction projects. The company was founded in 1955 and is headquartered in The Woodlands, TX.

Sterling Infrastructure Inc

Sterling Construction Company, Inc.

Sterling Infrastructure is capturing significant market attention following a powerful earnings report that beat expectations, prompting analysts to boost price targets as investors capitalize on surging demand for AI-driven data center and e-infrastructure projects. Despite some recent volatility and profit-taking, the community remains heavily focused on the company's record backlog and its upcoming inclusion in the S&P MidCap 400 index as key indicators of sustained long-term growth.

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

Vistra Corp (VST) is attracting significant community attention as a key power infrastructure play, with investors closely watching its role in meeting the surge in electricity demand from AI data centers. While some market participants express frustration over recent price volatility and selling pressure, many others remain bullish on its long-term potential as a critical provider of baseload power.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is experiencing significant volatility and trading momentum following reports of potential U.S. government restrictions on Chinese optical transceiver imports, a move investors see as a major catalyst for Western-based suppliers. The community is actively debating the stock's future, with many highlighting its role in critical AI data center infrastructure and debating whether recent price swings represent a buying opportunity or a deeper correction.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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$NNBR my latest thoughts on NNBR are below. Built out a hypothetical refi model capstack for the takeout of the Pref.

https://x.com/capstackcapital/status/2082537642042814479?s=46&amp;t=Wzny8uXyWPbG4wAprreAxQ

NNBR Cooked this up quickly to highlight what a hypothetical refinancing of the ABL + TL + Pref. could look like.Notes:> Assumes the Pref is taken out with an upsized Unitranche facility [~$187.0mm]; Existing ABL also repaid.> Assumes the Refi is a 1L Uni, rather than a... pic.twitter.com/kltGIZUWGN

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Rightsized CapStack Capital on X (formerly Twitter): "$NNBR Cooked this up quickly to highlight what a hypothetical refinancing of the ABL + TL + Pref. could look like.Notes:> Assumes the Pref is taken out with an upsized Unitranche facility [~$187.0mm...

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NN Inc

 my latest thoughts on NNBR are below. Built out a hypothetical refi model capstack for the takeout of the Pref.



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@PFRunRateCashAdjEBITDA 
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roger

@PFRunRateCashAdjEBITDA  
The China manufacturing of stainess steel ai data cooling coupler components is a book on it&#39;s own, imo.  
There is not enough public information available to determine gross / net margin on that segment of NNBR. 
Definitely disagree, China ventures will not be sold, imo. - this is their latest area of growth and appears to be ramping. Also will be their area of widest margins, imo - that throws all your numbers off.

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The China manufacturing of stainess steel ai data cooling coupler components is a book on it's own, imo.  
There is not enough public information available to determine gross / net margin on that segment of NNBR. 
Definitely disagree, China ventures will not be sold, imo. - this is their latest area of growth and appears to be ramping. Also will be their area of widest margins, imo - that throws all your numbers off.

Paul Meijer

@Deliver1 I believe there are some things that you may not fully understand. For starters, the Company’s China operations are bifurcated into 2 buckets - 1. China JV &amp; 2.) Wholly-owned operations.

The China JV is an auto components supplier that is not consolidated on the BS/PL bc it’s a 49% ownership stake. This is not a growth area for NNBR. 

The wholly owned facility, which is located next to the JV facility, is where NNBR is ramping production of liquid cooling components. This is the growth area of the business. This is where CNC machines are being added etc. 

Now as for my forecasts, they are actually relatively similar to those from Craig-Hallum in its sell-side report published on 7/20/26. Now with Q2 we will get a better idea about the outlook while Q3 will shed light on ramping progress and achievability, including a better idea on what go-forward margins will be.

 I believe there are some things that you may not fully understand. For starters, the Company’s China operations are bifurcated into 2 buckets - 1. China JV & 2.) Wholly-owned operations.

The China JV is an auto components supplier that is not consolidated on the BS/PL bc it’s a 49% ownership stake. This is not a growth area for NNBR. 

The wholly owned facility, which is located next to the JV facility, is where NNBR is ramping production of liquid cooling components. This is the growth area of the business. This is where CNC machines are being added etc. 

Now as for my forecasts, they are actually relatively similar to those from Craig-Hallum in its sell-side report published on 7/20/26. Now with Q2 we will get a better idea about the outlook while Q3 will shed light on ramping progress and achievability, including a better idea on what go-forward margins will be.

@PFRunRateCashAdjEBITDA  
You are right, i haven&#39;t researched the filings in detail. 
Thank you for the key information on the China ventures/ China JV  BS/PL. 
 
With the wholly owned facility,  i do beleive  that NNBR is in the right place  for manufacturing of the stainless steel liquid cooling components as far as cost of production / workmanship / ability to fulfill orders efficiently. 
I would expect this to be a profitable venture, however concur 100% with your last paragraph.

  
You are right, i haven't researched the filings in detail. 
Thank you for the key information on the China ventures/ China JV  BS/PL. 
 
With the wholly owned facility,  i do beleive  that NNBR is in the right place  for manufacturing of the stainless steel liquid cooling components as far as cost of production / workmanship / ability to fulfill orders efficiently. 
I would expect this to be a profitable venture, however concur 100% with your last paragraph.