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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN Limited is experiencing intense market volatility after pairing a significant strategic partnership and infrastructure expansion deal with NVIDIA alongside a report of weaker-than-expected quarterly results. While the community remains deeply divided, investors are actively debating whether the aggressive pivot to AI compute and long-term capacity guidance justifies the current valuation, or if the stock is being artificially bolstered by headline-driven sentiment.

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

CoreWeave is trending as investors react to a polarizing earnings report that featured record-breaking revenue and a massive surge in contracted backlog, contrasted against concerns over aggressive capital expenditures and widening losses. The community is sharply divided, with some viewing the intensive spending as essential for scaling AI infrastructure, while others worry the capital-heavy business model is unsustainable and vulnerable to a broader market correction.

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

Capricor Therapeutics is trending as the community debates a strategic legal maneuver to rescind their U.S. distribution agreement with NS Pharma, a move seen by many as a calculated effort to clear the path for a potential buyout or a more effective commercial rollout. Investors are actively discussing the implications of this contract dispute on the timeline for Deramiocel ahead of its upcoming PDUFA date, with optimism centered on the possibility of a stronger, independent launch or a new partnership.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is facing extreme investor anxiety and bearish sentiment heading into its earnings release, with shareholders pointing to a consistent pattern of post-earnings sell-offs and a lack of executive transparency. While some investors are betting on a short squeeze or a potential OpenAI partnership, many are actively calling for leadership changes following significant executive turnover and a prolonged period of share price underperformance.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is facing intense scrutiny from the investor community as shareholders demand proof of revenue scale and contract execution following a decline in share price. Community discourse is currently split between frustrated traders highlighting broken communication and management skepticism, and long-term believers who are closely monitoring the upcoming earnings call for evidence that the company's maritime drone and manufacturing investments are finally converting into concrete financial results.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is experiencing extreme volatility following record first-quarter results, with the stock price dropping sharply as investors reacted to guidance that failed to meet high growth expectations despite overall performance beats. The community is deeply divided between those viewing the sell-off as an irrational overreaction to a solid business model and others warning of further downside due to concerns over valuation and intense competitive pressure.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare is under significant pressure as the company implements a major AI-driven restructuring that includes a 20% workforce reduction, sparking market concerns regarding execution risks and the sustainability of its growth-at-all-costs model. While the company delivered a revenue beat and raised full-year guidance, the community remains divided, with some investors viewing the layoffs as necessary efficiency gains for an 'agentic' AI future, while others warn that the stock's premium valuation is increasingly difficult to justify amid slowing momentum.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently the center of investor attention as it prepares to report quarterly earnings, with the community highly focused on record backlog growth, key defense contract wins, and progress toward the maiden flight of the Neutron rocket. Bullish sentiment remains strong due to recent strategic acquisitions like Motiv Space Systems and optimism surrounding potential upside from the company's expanding role in national security infrastructure.

Cadrenal Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in developing novel therapy. It develops tecarfarin, a novel therapy with orphan drug indication, designed for the prevention of systemic thromboembolism of cardiac origin in patients with end-stage renal disease and atrial fibrillation. The company was founded by Quang X. Pham and Matthew K. Szot on January 25, 2022 and is headquartered in Ponte Vedra, FL.

Cadrenal Therapeutics Inc

Cadrenal Therapeutics, Inc.

Cadrenal Therapeutics is gaining attention following the release of its first-quarter 2026 financial results and an update on the pivotal Phase 3 registration path for CAD-1005 in patients with Heparin-Induced Thrombocytopenia. While some investors view the FDA-aligned regulatory progress as a key de-risking milestone, others in the community have expressed skepticism, citing frequent bot-driven spam and concerns over the company's long-term capital requirements.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Georgetown, TX.

TSS Inc

TSS Inc. is seeing intense volatility following a quarterly report that featured record profitability, even as some investors reacted negatively to a year-over-year revenue comparison impacted by past procurement cycles. While bearish traders are fixated on revenue headlines and single-customer concentration, bullish community members are highlighting the rapid growth in high-margin Systems Integration and potential capacity expansion to support next-gen AI infrastructure.

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$WRTH Just rewatched Carter explaining the strategy. Gonna watch this. One of the Intel call positions is almost itm. Assuming I’m understanding this right.

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 Just rewatched Carter explaining the strategy. Gonna watch this. One of the Intel call positions is almost itm. Assuming I’m understanding this right.