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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

The community discussion is heavily fragmented and dominated by aggressive, polarizing political arguments surrounding Donald Trump, with traders expressing starkly opposing views on his economic impact, foreign policy, and personal character. While the stock's price activity is mentioned, the conversation lacks a finance-related catalyst, focusing instead on broader ideological conflicts and allegations of corruption.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is trending as investors debate the impact of macroeconomic pressures, including interest rates and housing market conditions, on the company's aggressive M&A strategy. While some traders express frustration with the recent share price decline and dilution concerns, others maintain a long-term bullish thesis, citing the potential of Brad Jacobs' leadership and the company's growing scale in the building products sector.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgent Power Solutions is trending following a strong fiscal fourth-quarter report, highlighted by record-setting bookings and a massive backlog that underscores sustained demand for power infrastructure in the AI and data center sectors. While some investors remain cautious about volatility or historical price fluctuations, the community sentiment is largely bullish, driven by the company's robust revenue growth and optimistic guidance through 2027.

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 Group is trending primarily due to investor focus on its rapid unit expansion, strong same-restaurant sales growth, and positive quarterly earnings results that have outperformed industry peers. While some traders debate the stock's high valuation and potential impact from a recent cyclospora food-safety scare—which the company has clarified did not involve its ingredients—the community largely views the brand's growth trajectory and fundamental performance as a long-term catalyst.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital shares are trending following a volatile reaction to the latest earnings report, where shares initially dropped despite a revenue and EPS beat. While some investors express frustration over the price action and price-fixing concerns, bulls argue the stock remains fundamentally undervalued due to the long-term storage demand cycle driven by AI infrastructure buildouts.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle shares experienced a sharp decline following news that a specific jalapeno supplier was linked to a salmonella outbreak, though traders remain divided on whether this represents a temporary buying opportunity or a long-term structural issue. While some market participants express concern over repeat food-safety headlines and consumer sentiment, others view the pullback as an overreaction, noting that the company acted quickly to remove the affected product and that there is no ongoing risk to customers.

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 shares are facing downward pressure and volatility, with the community debate split between those concerned about macro-economic headwinds, potential dilution, and short-selling activity, and those maintaining long-term bullish sentiment based on the company's backlog and contracts. Traders are actively monitoring technical indicators and news catalysts, including upcoming mission milestones and sector-wide performance correlations.

AeroVironment, Inc. is a defense technology company delivering integrated capabilities across air, land, sea, space, and cyber. The company develops and deploys autonomous systems, loitering munitions, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities-built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. At the core of these technologies lies AV_Halo, a modular, mission-ready suite of AI-powered software tools that empowers warfighters and enables full-battlefield dominance: detect, decide, deliver. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future-defining capabilities at speed, scale, and operational relevance. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment shares are seeing significant activity as traders react to the company securing a major U.S. Army contract for its LOCUST laser weapon system, though some investors express frustration over recent downward price pressure despite strong fundamentals. Sentiment remains heavily polarized, with many market participants viewing the recent consolidation as a strategic accumulation phase ahead of upcoming earnings and future contract momentum.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

The community is divided on Red Cat Holdings, with many traders expressing frustration over a perceived lack of firm sales and contracts despite frequent company marketing and conference participation. While some express optimism about the company's position in the defense drone sector and upcoming budget catalysts, others remain skeptical, citing past missed expectations and persistent insider share sales.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is trending due to significant supply disruptions in the Middle East, specifically reports of Houthi drone and projectile attacks hitting Saudi Arabia's East-West pipeline. Traders are reacting to heightened volatility, debating whether these supply threats justify further price appreciation or signal an overextended market prone to a correction.

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$NTAP https://seekingalpha.com/news/4138648?gt=e542b60231743b74

They mention emc was making higher margins independent of dell.

Bernstein remains cautious about the potential for a long term inflection in storage growth, but it is positive on the potential for a near-term cyclical recovery.

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Dell, HPE's storage business vital to their stocks: Bernstein (DELL)

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Netapp Inc



They mention emc was making higher margins independent of dell.

marty mcfly

@cheating_stock_investor seems like an industry where you sell on cyclical upswing in fundamentals and/or stock chart. Clowns.

 seems like an industry where you sell on cyclical upswing in fundamentals and/or stock chart. Clowns.

Mike McDermott

@cheating_stock_investor the market knows they operate in a horrible industry. Should have listened that storage spend doesn&#39;t begin until 2025.

 the market knows they operate in a horrible industry. Should have listened that storage spend doesn't begin until 2025.

@indievestments yeah it&#39;s stupidity thats why my assumptions were sell on the way up so the acquirer would want that harvest. Not sell on the downward when the price is coming from the upswing. Who wants to lag the market for another 10 years.

 yeah it's stupidity thats why my assumptions were sell on the way up so the acquirer would want that harvest. Not sell on the downward when the price is coming from the upswing. Who wants to lag the market for another 10 years.

@cheating_stock_investor yep. adding to platform like GCP makes a lot of sense to cut some costs and cross sell the customer bases. It should be what the economic gods want to happen.

 yep. adding to platform like GCP makes a lot of sense to cut some costs and cross sell the customer bases. It should be what the economic gods want to happen.

@cheating_stock_investor I went back and looked at FY24 10k and proxy from 2023. There were 1.5 million fewer shares between 10-K in mid June and proxy statement in July 2023.

They bought back 5 million total shares in that quarter (Q1) and issued 2 million RSUs for net reduction of 3 million shares.

This year there were 300k fewer shares between those data points. They probably issued 1.25 million RSUs (to get to same $ value of RSU awards) to start the new Fiscal Year so I guess you can infer they repurchased 1.5 million shares thru July 17, so probably about $200 million. Maybe they did another $25 million thru end of quarter.

Might have been the AH blocks we saw thru-out the quarter.

Still seems light vs cash balances and guidance for share repurchases.

 I went back and looked at FY24 10k and proxy from 2023. There were 1.5 million fewer shares between 10-K in mid June and proxy statement in July 2023.

They bought back 5 million total shares in that quarter (Q1) and issued 2 million RSUs for net reduction of 3 million shares.

This year there were 300k fewer shares between those data points. They probably issued 1.25 million RSUs (to get to same $ value of RSU awards) to start the new Fiscal Year so I guess you can infer they repurchased 1.5 million shares thru July 17, so probably about $200 million. Maybe they did another $25 million thru end of quarter.

Might have been the AH blocks we saw thru-out the quarter.

Still seems light vs cash balances and guidance for share repurchases.

@cheating_stock_investor NTAP needs to sell.

https://www.thecube.net/events/dell/making-ai-real-with-data?linkId=537895486

I&#39;m hoping NVDA removed NTAP from ref architecture because NTAP is going to Google.

Unveil the future of storage & AIDive into the digital odyssey where data isn't just numbers, but the lifeblood of Al innovation. Join us for theCUBE's presentation of Making AI Real with Data, made possible by Dell Technologies and NVIDIA.

Thecube

Making AI Real With Data



I'm hoping NVDA removed NTAP from ref architecture because NTAP is going to Google.

@indievestments yup you remember before the $gsky acquisition $AFTPF sold to $sq?

I think the market is heating up storage to be the next dc ai play netapp better be the first or else be like gsky and get the weaker valuation.

Lol on a side note goldman sold it 2 years later at a loss.

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 sold to $sq?

I think the market is heating up storage to be the next dc ai play netapp better be the first or else be like gsky and get the weaker valuation.

Lol on a side note goldman sold it 2 years later at a loss.