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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 trending following a strategic partnership and a major equity investment from NVIDIA, aimed at scaling its hyperscale AI cloud infrastructure and gaining early access to next-generation AI hardware. The community is actively discussing the stock's significant breakout, debating its valuation against aggressive expansion targets, and celebrating the validation provided by high-profile corporate backing.

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

POET Technologies is rallying as investors pile into the stock ahead of the Optical Fiber Communications (OFC) Conference, where the company plans to showcase its integrated optical engines and external light source products. The community is heavily focused on potential high-volume partnership announcements and the company's critical role in the optical interconnect ecosystem for next-generation AI infrastructure.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is currently experiencing intense market activity driven by a potent mix of surging AI-driven memory demand, recent bullish price target hikes from major analysts, and anticipation surrounding its upcoming earnings call. Investors are closely monitoring the stock as a key beneficiary of the AI infrastructure supercycle, while the community actively debates whether the stock's recent price appreciation is sustainable or if a short-term pullback is imminent amid broader geopolitical and sector-specific supply chain headwinds.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire is seeing increased market attention following its contract win to build Belgium's first national security satellite, with the community actively debating whether the company can successfully pivot from hardware supply to a scalable, in-orbit manufacturing leader. Investors remain focused on the firm's evolving defense footprint and its ability to clear technical hurdles in the space economy as they evaluate the stock's long-term growth potential.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is facing downward pressure following reports that the launch of its "Avocado" AI model has been delayed due to performance benchmarks falling short of industry rivals. The community is actively debating the company's massive AI capital expenditures, with investors weighing concerns over cost-to-serve against the long-term potential of a leaner, AI-assisted workforce.

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 is facing significant market volatility as investors weigh the company's aggressive $6 billion equity offering against its long-term potential as a premier AI infrastructure provider with a massive power pipeline. While retail sentiment remains divided over the dilution, the community is closely tracking the company's progress in securing major hyperscale partnerships, with many viewing current price fluctuations as a test of the stock's support levels before a potential breakthrough.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

Bitmine Immersion Technologies is currently a central focus of community debate as traders monitor the company's aggressive Ethereum treasury expansion alongside a recent short report, which has intensified volatility. Investors are actively discussing the stock's net asset value (mNAV) trends, the potential impact of share dilution, and Bitmine's strategic partnerships in AI and blockchain infrastructure.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

The RAGE community is driving momentum by emphasizing its status as an OG meme project, anchored by the restoration of classic comic-making tools and a dedicated presence across social platforms. Supporters are rallying around the concept of consistent 'bagworking' and long-term conviction, positioning the project as a community-driven alternative to transient or forced meme trends.

Cingulate, Inc. operates as a clinical stage bio pharmaceutical company using a Precision Timed Release drug delivery platform technology to build a pipeline of next-generation pharmaceutical products. The firm initially focused on the treatment of Attention Deficit/Hyperactivity Disorder (ADHD). It identifies and evaluates additional therapeutic areas, PTR technology employed to develop future product candidates. Cingulate was founded by Shane J. Schaffer, Craig Steven Gilgallon, Raul R. Silva, Matthew N. Brams in May 2012 and is headquartered in Kansas City, KS.

Cingulate Inc

Cingulate is trending as investors react to the US Patent Office clearing the company's patent application for its ADHD treatment, CTx-1301, ahead of a highly anticipated FDA PDUFA date in May. The community is actively discussing the stock's low float and historical price sensitivity to patent milestones, with many debating whether to hold through current volatility for potential long-term commercial upside.

Sable Offshore Corp. engages in offshore oil and gas field operations. It focuses on developing the prolific Santa Ynez Unit in federal waters offshore California. The company was founded by James C. Flores on October 16, 2020 and is headquartered in Houston, TX.

Sable Offshore Corp.

Sable Offshore is trending as the market reacts to the Trump administration's use of the Defense Production Act to prioritize the restart of the Santa Ynez Unit oil pipeline, a move intended to bolster domestic energy supply. While investors are actively debating the potential for a massive short squeeze due to high short interest and federal support, others remain cautious of ongoing legal challenges from California state authorities and potential liquidity hurdles.

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Amelia Hogan

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.