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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, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is experiencing a sharp decline following its earnings report, as investors weigh significant capital expenditure projections and widening losses against robust revenue growth and an enormous demand backlog for AI infrastructure. The community is split, with many concerned about the company's escalating debt and long-term profitability amidst aggressive buildouts, while others view the pullback as an oversold buying opportunity, trusting in the underlying AI demand and institutional investments from partners like Nvidia and Meta.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is seeing a surge in conversation as it steps away from the Warner Bros. Discovery acquisition, securing a substantial breakup fee and announcing resumed share buybacks, which the community views as a savvy move bolstering its balance sheet and igniting a strong recovery.

Indonesia Energy Corp. Ltd. operates as an oil and gas, exploration, and production company. It engages in oil and gas assets portfolio with a mix between medium-sized producing blocks and exploration blocks with significant resources. Its portfolio includes Kruh, Citarum, and Rangkas Area. The company was founded by James J. Huang and Wirawan Jusuf in 2014 and is headquartered in Jakarta, Indonesia.

Indonesia Energy Corp Ltd

Indonesia Energy Corp is trending as escalating tensions in the Middle East drive discussions about potential impacts on oil supply and prices. The community is actively monitoring news of attacks and threats, speculating about the potential for a short squeeze given the stock's high short interest. Many traders are watching for a potential closure of the Strait of Hormuz, which could significantly impact global oil markets.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending due to a sharp sell-off, with the community largely attributing the decline to broader market weakness affecting financial and growth stocks, alongside factors like recent PPI data and private credit fears. While many express frustration over perceived manipulation, a substantial portion of investors are actively 'buying the dip,' holding onto hopes for CEO buying and potential S&P 500 inclusion.

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 a low-float energy stock generating high community interest and trading volume amidst escalating geopolitical tensions, with many anticipating significant market movement from imminent catalysts and speculating on a potential short squeeze fueled by high borrow rates.

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 a surge following better-than-expected financial results and optimistic guidance for its high-speed optical transceivers, driving enthusiastic community discussions about its significant role in AI and cloud data center growth amidst some apprehension regarding its recent stock offering and past market swings.

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 seeing significant discussion as its shares declined sharply, widely perceived by the community as a sympathetic reaction to competitor CoreWeave's recent disappointing performance rather than its own strong fundamentals. Many investors are expressing frustration over this perceived correlation, while simultaneously highlighting Nebius's robust financial position and viewing the dip as an attractive buying opportunity for its long-term AI infrastructure growth.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance (PSKY) is surging as its enhanced all-cash bid for Warner Bros. Discovery (WBD) was declared superior, prompting Netflix to withdraw and positioning PSKY to forge a media powerhouse. The community is sharply divided between excitement over the combined IP and streaming potential, and concerns regarding the immense debt burden the acquisition entails.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is surging as record financial results, propelled by booming AI server demand and a substantial backlog, are fueling community discussion around its undervalued status and significant upside potential in the AI infrastructure sector.

Sunrun, Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward Harris Fenster, Robert Nat Kreamer, and Lynn Michelle Jurich in January 2007 and is headquartered in San Francisco, CA.

Sunrun Inc

Sunrun (RUN) is experiencing extreme volatility, trending due to a massive post-earnings stock plunge, which occurred despite strong revenue and EPS beats but was triggered by cautious 2026 cash flow guidance and decelerating growth metrics. The community is sharply divided, with many seeing the drastic decline as an overreaction and a buying opportunity, while others anticipate continued downward pressure amidst broader industry challenges and tariff concerns.

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