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RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumbles Q3 results beat guidance and marked its first adjusted-EBITDA-profitable quarter, with Quake AI and Northern Data driving much of the growth. Traders welcomed the milestone but questioned cash burn, financing needs and potential dilution, tempering the bullish reaction.

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

CoreWeaves quarterly revenue beat and raised outlook, alongside plans to rely on customer prepayments and secured financing rather than unsecured debt, have lifted sentiment and sparked short-squeeze speculation. Traders remain divided over whether strong AI-compute demand can outweigh heavy debt, capital spending and profitability concerns.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigettis weak Q3 results and lower revenue outlook are weighing on shares, with traders questioning its valuation and how long commercialization may take. Others argue that progress on its quantum hardware, cash reserves, and government support justify a longer-term view despite limited current revenue.

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

Allegations involving Jensen Huang and questions about possible China-linked chip shipments have dominated discussion, with traders debating whether the controversy could bring investigations or leadership and regulatory risksor is separate from Nvidias business. The selloff and Baird downgrade drew bearish reactions, while dip-buyers point to CoreWeaves strong results and Nvidias upcoming earnings as signs of continued AI demand.

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 deramiocel application for Duchenne muscular dystrophy is in final FDA review ahead of the Nov. 22 decision, with management reaffirming confidence and launch preparations on its Q3 call. Traders are mostly optimistic and discuss potential short-covering, while others stress the binary risk and cite possible FDA concerns or a rejection.

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 Q3 results and conference call are driving attention, with traders focused on Samsung and Micron licensing revenue, improved profitability, and managements outlook for stronger results ahead. Many are bullish on a possible SK Hynix licensing deal after CEO C.K. Hong called it the next logical license, though that remains speculation; others question the earnings expectations, product-sales decline, and sustainability of the results.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ousters quarterly results and outlook are drawing attention, with strong revenue growth and record sensor shipments reinforcing the Physical AI and robotics growth story. Traders are broadly encouraged by the results and Rev8 demand, but debate the outlook and margins, while broader weakness in AI-related stocks adds pressure to the share price.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers quarterly resultsmarked by a surprise loss, margin compression, sequential subscriber declines and a reduced profitability outlookdrove a sharp selloff. Bulls see an oversold buying opportunity and cite expansion prospects, while bears focus on weaker subscriber trends and whether growth can translate into durable profits.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerrys QNX automotive momentum is the dominant focus, with traders citing its Valeo smart-camera collaboration and design wins with automakers in China alongside broader QNX partnerships. The community is largely bullish on future adoption, while skeptics question when design wins and backlog will translate into revenue and point to the stocks repeated difficulty holding gains.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

Semiconductor ETF chatter centers on a sharp AI-chip selloff and volatile rebound, with concerns about data-center spending, project constraints and whether AI investment will earn adequate returns weighing on sentiment. Some traders view the decline as an oversold opportunity on continued AI demand, while others warn the sectors downturn may deepen; Nvidia-related headlines add uncertainty.

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