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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. 

Nebiuss Q3 results beat expectations, and its sales outlook and customer prepayments reinforced optimism about AI-cloud demand. Traders remain divided over whether that growth justifies the heavy infrastructure spending, with funding and cash-burn concerns driving a sell-the-news counterargument.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Reports that Nvidias board may consider removing CEO Jensen Huang amid allegations involving personal relationships and a suspected Chinese intelligence link have put leadership and security risks in focus, alongside analyst downgrades. Traders are divided between fearing Huangs departure could disrupt Nvidias AI leadership and arguing the controversy is overblown and the companys business remains strong.

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

NASAs CLPS 2 selection and additional NASA mission work are fueling discussion of LUNRs contract pipeline, while traders focus on the upcoming quarterly results and the companys ability to execute future missions. The community is divided between bulls citing the backlog and long-term lunar opportunity and bears pointing to the sharp share-price decline, cash-burn and dilution concerns, and execution risks.

Ondas, 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 West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Q3 earnings and outlook dominate discussion, with traders looking for evidence that rapid growth and defense orders are translating into revenue and progress toward profitability. Bulls point to heavy short interest as potential fuel for a squeeze, while bears emphasize cash burn, dilution and the gap between announced orders and realized sales.

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 reported quarterly results ahead of expectations and raised its full-year outlook, citing strong demand, a backlog covering guidance, and growing traction with AI customers. Traders largely praised the fundamentals but debated the volatile selloff despite the beat, with some questioning the near-term outlook and others attributing the move to market trading dynamics.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs quarterly results, raised full-year outlook and larger backlog are driving attention, with bulls citing commercial momentum and quantum-sector leadership. Skeptics question how much growth comes from the SkyWater acquisition and point to cash burn, dilution and share-price volatility.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors rally is centered on the FDAs pending decision on deramiocel for Duchenne muscular dystrophy, with traders weighing managements confidence and the prospect of approval against lingering concerns from the earlier advisory committee review. Bullish posts also speculate about short covering, while others stress that the decision remains a high-risk binary event.

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.

BRUN is drawing attention after Q3 results missed revenue expectations, despite reported growth in contracted business and project financing. Traders are split between frustration over the shortfall and optimism that the backlog and deployment progress can translate into recurring revenue and profitability.

Figure Technology Solutions, Inc. is a blockchain-native capital marketplace, which engages in connecting origination, funding, and secondary market activity. It operates through the following segments: FTI, Markets, and Other. The FTI segment offers Figure Connect which generates ecosystem and technology fees, and originates, sells, and securitizes home equity line of credit (HELOC) loans that it services. The Markets segment utilizes blockchain technology to develop an exchange for digital assets and credit, with new product offerings including providing interest-bearing stable coin deposits. The company was founded by Michael Scott Cagney and June Ou in 2018 and is headquartered in Reno, NV.

Figure Technology Solutions Inc. - Ordinary Shares - Class A

Figure Technology Solutions Inc

Figures strong Q3 results and upbeat loan-marketplace outlook are drawing attention, with bullish traders calling the report a major beat and pointing to growth in its HELOC and capital-markets platform. That optimism is tempered by debate over the stocks weak trading history and short interest, while squeeze talk remains speculative.

Paysafe Ltd. provides online payment solutions. The firm operates through the following segments: Merchant Solutions and Digital Wallet. The Merchant Solutions business segment focuses on card not present and card present solutions for small to medium size business merchants. The Digital Wallet business segment provides wallet based online payment solutions through its Skrill, eCash solutions and NETELLER brands. The company was founded in 1996 and is headquartered in London, the United Kingdom.

Paysafe Limited

Paysafes earnings and outlook are drawing attention, with revenue growth and reaffirmed guidance weighed against losses, margin concerns and substantial debt. Bears view the results as evidence of continued underperformance, while some investors point to deleveraging, refinancing and growth in parts of the business as reasons for optimism.

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