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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 as investors digest a strong earnings report featuring a massive year-over-year revenue increase and upwardly revised capacity guidance, which has fueled a short squeeze against vocal skeptics. The community is actively debating the company's aggressive infrastructure expansion and comparing its performance to other AI-sector peers, with many bulls anticipating further momentum as the stock recovers from recent bearish pressure.

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 following a strong quarterly earnings report that featured revenue growth exceeding expectations, a massive backlog, and increased forward guidance, fueling bullish sentiment across the AI infrastructure sector. While investors are cheering the company's ability to capitalize on intense GPU compute demand, community discussion remains polarized as skeptics emphasize the company's high debt load and ongoing capital intensity.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is surging after a massive earnings report featuring an earnings beat, record backlog, and significantly raised revenue guidance that topped analyst expectations. The community is actively debating the potential for a major short squeeze given the stock's high short interest and company confirmation that it currently has no plans to utilize its previously announced ATM program.

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The SPY is currently trading in a tight, range-bound pattern as investors brace for the latest inflation data release, which many in the community anticipate will be heavily managed or "cooked" by government officials to appear in line with expectations. Despite ongoing geopolitical tensions and skepticism regarding economic health, traders are intensely focused on how this key data point will dictate the next move for interest rates and the broader market's ability to maintain its current levels.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp is facing heightened volatility following a significant downward revision to its 2026 revenue guidance, attributed to lower market prices for antimony and delivery shifts. Despite the financial miss and resulting share price pressure, the community remains actively divided between investors frustrated by management's execution and those maintaining a bullish long-term thesis centered on the company's status as the only fully integrated domestic antimony producer.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is gaining traction as investors focus on its vertical integration, particularly in defense and lunar exploration, while balancing sentiment shifts tied to broader space sector volatility. Community discussions are heavily focused on the company's Q2 earnings results, progress on the Eclipse launch vehicle, and whether the stock is positioned for a rerating alongside other emerging space industry players.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is surging following an earnings report that highlighted a significant revenue jump and an increased revenue outlook, fueling intense community excitement around a potential short squeeze. Investors are actively discussing the company's critical role as a high-precision manufacturing supplier for the aerospace and defense sectors, with many speculating that strong industrial demand will drive further gains.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is experiencing significant market interest following the announcement of positive topline Phase 3 results for its DT120 ODT treatment in major depressive disorder. The community is actively debating the stock's future valuation and potential for further clinical success, with many traders closely monitoring a recent share offering and upcoming data readouts for other indications like generalized anxiety disorder.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFiber, Inc. is gaining significant attention from investors as it navigates a volatile period, with recent community discussions focused on its unique retrofit strategy for AI infrastructure and its strategic equity stake held by Bit Digital. The community is closely monitoring the stock's support levels and potential for a breakout, driven by strong AI demand and institutional interest, despite some concerns regarding valuation, short interest, and sector-wide regulatory headwinds.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending as investor sentiment remains bullish following impressive Q2 earnings that showed strong same-store sales and robust traffic growth, effectively silencing Cyclospora-related concerns. While the stock has faced some valuation-based volatility and short-term profit-taking, the community remains divided between those who view it as a high-growth 'best of breed' long-term compounder and skeptics wary of its premium P/E multiple.

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$VG this is not an accounting story…its is how the company structured the contracts  and the accounting simply followed….the facility transitioned from commissioning-period arrangements/cargo economics into the post-COD commercial SPA structure.

$VG taken from Jack Prandelli’s post on X

🇺🇸Venture Global just raised its 2026 EBITDA guidance to $8.7–9.1 billion. 

And the stock dropped. 

Here&#39;s the gap between the headline and the reality.

The numbers that explain why the miss happened:

Calcasieu Pass operating income: down 63% year on year.

Not because volumes dropped LNG sales were up 42% to 466 TBtu. 

But because Calcasieu entered commercial operations, triggering a structural shift in how facility fees are recognized. 

Lower US natural gas prices compounded the drag.

Operating expenses: +15.9% to $2.39 billion.
Interest expense: +58% to $489 million the cost of financing a $61.5B asset base during a construction ramp.

The miss was a Calcasieu accounting story, not a demand story. 

Plaquemines drove almost all of the growth. 
Cargo forecasts tightened and raised. 
Full-year EBITDA guidance lifted for the second consecutive

To read the entire post go to X.  Good info.

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 this is not an accounting story…its is how the company structured the contracts  and the accounting simply followed….the facility transitioned from commissioning-period arrangements/cargo economics into the post-COD commercial SPA structure.