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Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists patent-license and settlement agreement with Micron, resolving their pending litigation and providing multi-year licensing payments, is driving attention. Traders largely celebrate the resolution and view it as a possible step toward agreements with SK hynix or Google, while some question whether the Micron terms are favorable enough.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Reports of a suspected pneumonic-plague case linked to a Russian research lab have fueled a vaccine-sector sympathy rally in NVAX, with traders speculating about government contracts and a possible short squeezeeven though the reports remain uncertain and Novavax has no plague vaccine. The community is divided between viewing the move as a speculative outbreak-driven spike that could fade and pointing to the Sanofi vaccine rollout or company pipeline as longer-term support.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Runs five-year AI cloud-compute agreement, using NVIDIA systems, is driving attention, with traders viewing it as evidence of customer demand and a boost to the companys contracted backlog. Some are encouraged by the deal, while others remain cautious about execution and the stocks sharp volatility.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrikes run to fresh highs is drawing attention, with traders connecting optimism to rising demand for cybersecurity amid AI-agent threats and the companys accelerator with AWS and NVIDIA. Bulls are cheering the momentum, while skeptics argue the valuation is stretched and question how sustainable the rally is.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Google and Constellation announced a long-term nuclear-power collaboration, drawing attention to CEG as traders view reliable electricity as a key bottleneck for AI data centers. The community is broadly bullish on the deal and CEGs hyperscaler relationships, though some question whether contract news will lead to sustained share-price gains.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Evernorths approved merger and planned Nasdaq debut as an XRP-treasury company have fueled speculative interest, with bulls viewing XRPN as a publicly traded way to gain XRP exposure and a low-float momentum play. Traders are divided over whether the sharp run-up is justified, while concerns about valuation and potential share dilution from exercisable warrants add to the volatility.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals agreement for access to up to 1 GW of potential power capacity in Finland, its first international AI-campus opportunity, is driving attention; the site is being marketed and talks with hyperscalers are underway, but no tenant is confirmed and initial power is expected in 2028. Traders are broadly enthusiastic about the expansion but debate its speculative, long-term nature and financing needs, while also watching the upcoming quarterly results amid frustration that the news has produced limited price follow-through.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistra is drawing attention after the Energy Department confirmed a conditional $4.2 billion loan commitment for nuclear-plant upgrades, adding capacity amid rising electricity demand and existing data-center power contracts. Traders broadly welcomed the financing and the nuclear/AI-power theme, while some questioned the muted, volatile share-price reaction and warned the news could be sold.

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

AAOI is drawing attention as traders look for a breakout in the AI-optics and photonics trade, citing demand for data-center optical transceivers and recent strength in the sector. Bulls argue that selling pressure from the companys ATM program may be easing, while skeptics remain concerned about dilution, execution risk, and the stocks volatility.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is drawing attention around its planned government visit to showcase the Butler Works electrical-steel expansion, with traders also citing a Wells Fargo upgrade and strength in steel prices and peers. Bulls see domestic grid-related steel demand and higher prices as supportive, while skeptics point to the companys heavy debt and question the durability of the move.

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