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Virgin Galactic Holdings, Inc. is an aerospace and space travel company, which engages in the provision of consumer space experience using reusable spaceflight systems. The firm is also involved in designing, developing, and manufacturing, ground and flight testing, spaceflight operation, and post-flight maintenance of spaceflight systems. The company was founded on May 5, 2017 and is headquartered in Tustin, CA.

Virgin Galactic Holdings Inc - Ordinary Shares - Class A

Virgin Galactic Holdings Inc

Virgin Galactic is experiencing extreme volatility and heavy retail-driven volume as investors bet on the stock as a proxy for upcoming space sector catalysts and the anticipated SpaceX IPO. The community is sharply divided between bulls anticipating a massive short squeeze and bears warning of potential dilution and a repeat of past pump-and-dump patterns.

Keel Infrastructure Corp. engages in building artificial intelligence focused data centers and energy assets. It focuses on infrastructure and energy required to support high-performance computing and artificial intelligence workloads. The company was founded on April 1, 2026 and is headquartered in New York, NY.

Keel Infrastructure Corp.

Keel Infrastructure Corp

Keel Infrastructure Corp is trending as investors aggressively position for anticipated data center lease announcements, with the community closely tracking the company’s 2.2 GW power pipeline and management’s pivot toward AI and high-performance computing infrastructure. Enthusiastic discussions are currently centered on significant institutional buying activity, the company's strong cash liquidity, and the potential for a valuation rerate upon securing its first major hyperscaler contract.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is currently facing intense volatility and downward pressure as market participants debate the sustainability of recent rallies against a backdrop of geopolitical uncertainty and shifting institutional sentiment. Community discussion is sharply divided, with bulls pointing to long-term cyclical patterns while bears emphasize the recent selling of holdings by major corporate entities and a rotation of capital into high-growth AI stocks.

BigBear.ai Holdings, Inc. engages in data-driven decision dominance and advanced analytics that provide its customers with a competitive advantage in a world driven by data that is growing in terms of volume, variety, and velocity. The firm operationalizes artificial intelligence and machine learning at scale through its end-to-end data analytics platform. It deploys its observe, orient and dominate products to customers throughout the defense, intelligence, and commercial markets. The company was founded in 2020 and is headquartered in McLean, VA.

BigBear.ai Holdings Inc

BigBear.ai is seeing a surge in community interest and trading volume, driven by speculation over potential contract expansions and technical momentum that has fueled talk of a short squeeze. Investors are closely comparing the company's trajectory to other AI-focused defense stocks, with many actively monitoring resistance levels and betting on a bullish breakout.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is surging following a partnership announcement with Siemens and Nvidia to develop power infrastructure for AI data centers, a move that investors view as a critical validation of its utility-scale energy storage technology. The rally is further amplified by significant short interest, leading to active community debate regarding the potential for a sustained short squeeze as traders weigh the companys massive project backlog against the recent increase in available shares.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending as investors aggressively rotate into enterprise AI and quantum computing, fueled by recent government investment and broader market optimism surrounding established tech infrastructure. The community is actively debating the stock's potential for a valuation re-rating, with many noting its role as a core infrastructure play compared to more speculative pure-play quantum competitors.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is experiencing a parabolic price move driven by aggressive investor optimism regarding its role in the AI hardware ecosystem and anticipation of next-generation AI PC processors. While the community is divided between those riding the momentum and those calling for a severe correction due to lofty valuation multiples, the stock continues to be fueled by intense options activity and institutional upgrades.

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 string of analyst upgrades and heightened anticipation of a potential strategic partnership with Anthropic. The community is actively debating the stock's valuation as it maintains strong momentum, with many bullish traders citing institutional accumulation and the company's critical role in the expanding AI compute infrastructure landscape.

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 Cedar Park, TX.

Firefly Aerospace Inc.

Firefly Aerospace is seeing intense community discussion and high volume as investors bet on the company’s recent NASA contract win and its role in the broader space sector ahead of high-profile industry events. While some are concerned about dilution following a recent share offering, many traders are actively accumulating shares on dips, viewing the current weakness as an oversold opportunity to capitalize on the stock's long-term lunar and launch narrative.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is seeing significant investor attention driven by its inclusion in the Russell 3000 index, government contract momentum, and institutional accumulation despite recent volatility. Community discourse remains highly active, with many participants debating the potential for long-term growth versus short-term profit-taking, while emphasizing the company's neutral atom technology and expanding commercial partnerships.

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$EDAP still holding and waiting for the June tech announcement

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EDAP TMS SA

 still holding and waiting for the June tech announcement

J R LIZOTTE

@bigshipper what’s the June tech announcement?

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Josh S

@JBird17 $EDAP so one thing I read in the Q1 transcript that I’m surprised nobody is talking about is Mr. Rhodes talking about the upcoming investor conference in June.  He mentioned a technological component that has not been discussed in any previous meeting and that could mean a few things that we can see:

1) they could announce that the probe is being replaced with CMUT technology (they’ve been working on it for about 5 years), this probe is more powerful than the current probe and also smaller so they could make a cheaper probe

2) it could simply be a newer probe designed for female anatomy in anticipation of endometriosis ramping up

3) we could see a microultrasound component added to Focal One as they were partners with ExactVu for quite a bit and still hold a partnership 

4) the long shot could be an entire new HIFU system. https://youtu.be/N-UiqTin7Rw?si=F1XUeD7cgMNTFsQD  At the 1:30 mark they show that EDAP has been working on a full body probe

Lauréate des Trophées INPI 2023 dans la catégorie " Industrie ", EDAP TMS développe des solutions basées sur l'utilisation d'ultrasons thérapeutiques qui permettent d'éviter le recours à certains actes chirurgicaux lourds.

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#TrophéesINPI - EDAP TMS, lauréate 2023 de la catégorie " Industrie "

 so one thing I read in the Q1 transcript that I’m surprised nobody is talking about is Mr. Rhodes talking about the upcoming investor conference in June.  He mentioned a technological component that has not been discussed in any previous meeting and that could mean a few things that we can see:

1) they could announce that the probe is being replaced with CMUT technology (they’ve been working on it for about 5 years), this probe is more powerful than the current probe and also smaller so they could make a cheaper probe

2) it could simply be a newer probe designed for female anatomy in anticipation of endometriosis ramping up

3) we could see a microultrasound component added to Focal One as they were partners with ExactVu for quite a bit and still hold a partnership 

4) the long shot could be an entire new HIFU system. 

  At the 1:30 mark they show that EDAP has been working on a full body probe