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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 trending upward, primarily fueled by its pivotal announcement of joining the U.S. Department of Energy's Genesis Mission, which is viewed by the community as a significant validation and a de-risking catalyst. This news, alongside broader positive sentiment for AI infrastructure, has reportedly ignited a short squeeze, rewarding patient investors while prompting intense debate among market participants.

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 is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is trending following a substantial contract award from the Space Development Agency, valued at over $800 million, for developing 18 tracking layer satellites. This significant win underscores its role as a key vertically integrated defense-space manufacturer, fueling strong community optimism for future growth and the anticipated Neutron rocket launch.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is experiencing significant volatility following its announced merger with a nuclear fusion company, TAE Technologies, prompting intense community discussion. Many perceive this strategic pivot as a groundbreaking move into future energy and AI infrastructure, fueling speculation of a massive short squeeze and long-term potential. Conversely, a vocal contingent views the development with skepticism, labeling it a "scam" or "pump and dump" given the company's prior trajectory and the nascent stage of fusion technology.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines (LUNR) is generating significant buzz driven by an analyst's bullish initiation and high anticipation for an impending NASA Lunar Terrain Vehicle (LTV) contract award. The community is actively discussing the stock's short squeeze potential, seeing it as a key beneficiary in the expanding space exploration sector. Investors are closely watching for updates on the LTV award, which many believe could be a major catalyst.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is experiencing a substantial surge driven by recent analyst upgrades and an enthusiastic response to its expanded hands-free driving capabilities and strategic focus on in-house AI and autonomy. The community is buzzing about a potent short squeeze, repositioning Rivian as a significant tech innovator within the automotive sector, with many anticipating substantial long-term growth.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is trending following a significant stock decline, despite exceeding revenue and earnings estimates, as investors reacted negatively to reports of declining sales in Greater China and pressured profit margins. The community is sharply divided, with many viewing the dip as an overreaction and a long-term buying opportunity, while others remain concerned about ongoing challenges in China and rising competition.

Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in Boston, MA.

Ondas Holdings Inc

Ondas Holdings is trending due to significant developments, including the completion of its Roboteam acquisition, strategic partnership discussions with HEIDELBERG for European expansion, and successful AI-powered demining pilot programs. Analysts have initiated and raised coverage, fueling community speculation about a potential short squeeze and massive long-term growth driven by increased global defense spending on autonomous and counter-drone systems. Despite market volatility, many investors express strong conviction in the company's future, anticipating major contract announcements.

Carnival Corp. engages in the operation of cruise ships. It operates through the following business segments: North America and Australia (NAA) Cruise, Europe and Asia (EA) Cruise Operations, Cruise Support, and Tour and Others. The North America and Australia (NAA) Cruise segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe and Asia (EA) Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corp. - Ordinary Shares (Paired Stock)

Carnival Corp

Carnival (CCL) is trending after recent strong financial results and the significant reinstatement of its quarterly dividend, signaling a notable turnaround for the company. The community is actively discussing its improved profitability and record booking volumes, fueling bullish sentiment for both Carnival and the broader cruise sector. This positive momentum offers reassurance amid prior market concerns, with many anticipating further upside.

Lamb Weston Holdings, Inc. engages in the production, distribution, and marketing of value-added frozen potato products. It operates through the North America and International segments. The North America segment includes frozen potato products sold in the United States, Canada, and Mexico to quick service and full-service restaurants and chains, foodservice distributors, non-commercial channels, and retailers. International segment primarily includes frozen potato products sold outside of North America. The company was founded in 1950 and is headquartered in Eagle, ID.

Lamb Weston Holdings Inc

Lamb Weston is trending after reporting weaker-than-expected earnings and a lowered outlook, compounded by a leadership transition and restructuring initiatives. Despite a sharp decline in shares, many in the community are actively debating whether the sell-off is overdone, with some "buying the dip" on the belief in resilient demand for frozen potato products. The conversation is further fueled by activist investor engagement hinting at potential strategic changes for the company.

Starfighters Space Inc

Starfighters Space Inc ($FJET) is capturing market attention as a pure-play aerospace company, newly listed and boasting the world's largest commercial supersonic fleet capable of Mach 2 flight and payload launches. The community is actively debating its "moonshot" potential within the burgeoning space sector, with excitement for its unique capabilities countered by concerns over warrant dilution and notable stock volatility.

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📊 $CSIQ — Let’s do the math (again) 
 
Assume 2026–27: 
• 5 GW U.S. cells + 5 GW modules 
• 3–6 GWh U.S. batteries 
• $685–820M/year in 45X credits at scale 
 
Now assume very modest improvement: 
• Net margin rises to just ~2% (not heroic in an IRA world) 
• Revenue ~$8–10B over cycle 
 
That’s $160–200M base net income 
PLUS $480–575M net from credits (70% of 45X) 
 
➡️ $640–775M total net income 
~63M shares = $10–12+ EPS 
 
Cheap energy demand isn’t slowing. 
Credits are statutory. 
Margins don’t need to be great — just not terrible. 
 
Market still pricing $CSIQ like none of this exists. 
 
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Canadian Solar Inc

First Solar Inc

Enphase Energy Inc

Nextracker Inc - Ordinary Shares - Class A

 — Let’s do the math (again) 
 
Assume 2026–27: 
• 5 GW U.S. cells + 5 GW modules 
• 3–6 GWh U.S. batteries 
• $685–820M/year in 45X credits at scale 
 
Now assume very modest improvement: 
• Net margin rises to just ~2% (not heroic in an IRA world) 
• Revenue ~$8–10B over cycle 
 
That’s $160–200M base net income 
PLUS $480–575M net from credits (70% of 45X) 
 
➡️ $640–775M total net income 
~63M shares = $10–12+ EPS 
 
Cheap energy demand isn’t slowing. 
Credits are statutory. 
Margins don’t need to be great — just not terrible. 
 
Market still pricing 