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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is seeing intense community speculation as investors debate whether explosive AI-driven revenue growth and a record-breaking backlog will trigger a short squeeze or a sell-the-news event. Traders are closely monitoring the upcoming earnings call for evidence of sustainable profit margins, with many bullish participants dismissing recent volatility as manipulation and expressing confidence in the stock's long-term valuation.

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

CoreWeave is trending as investors aggressively position ahead of its earnings release, with heavy call-buying activity contrasting against significant historical volatility and persistent insider selling concerns. The community is focused on whether the company's massive revenue backlog and capital expenditure strategy can finally translate into improved margins and a sustainable path to profitability.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Sellas Life Sciences is currently trending as investors eagerly await the final REGAL Phase 3 trial data, with community discussion centered on the significant clinical delay in reaching the 80th mortality event as a potential sign of drug efficacy. While sentiment remains divided between those anticipating a major medical breakthrough and short-term volatility, investors are closely monitoring potential upcoming earnings and balance sheet updates for clues on the company's financial runway and the status of its BLA preparations.

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 Inc. is trending as investors rally ahead of a highly anticipated earnings report, fueled by a surge of new defense contracts and the acquisition of Cyberhawk. The community is actively discussing the potential for a massive short squeeze, noting that institutional interest and a tight supply of borrowable shares could trigger significant volatility leading into the upcoming financial results.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings Inc. is trending as investors digest strong fiscal quarterly results featuring a massive year-over-year revenue increase, fueled by robust demand for AI data center infrastructure. The community is actively debating the stock's future trajectory, with many focusing on the significance of the company's raised guidance and its role as a key supplier in the expanding AI optical connectivity market.

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 Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is trending as investors react to a significant contract win from the U.S. Space Force and position themselves ahead of the upcoming earnings report. The community remains deeply divided, with many debating whether the stock's recent price decline represents a long-term buying opportunity in the space infrastructure sector or a sign of deeper execution risks.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. is facing significant volatility as shares struggle to maintain support near $5 following a double revenue miss and a sharp downward revision to full-year guidance. While community sentiment is heavily polarized between long-term investors pointing to robust military demand and institutional backing and frustrated traders reacting to the earnings shortfall, discussion is currently dominated by concerns over production timelines, potential government equity stakes, and the stock's susceptibility to short selling.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending as investors rally around its critical role in the expanding space and defense sectors, with the stock seeing high volatility driven by a squeeze on significant short interest. The community is actively discussing the company's recent capacity expansion and potential contract flow, often drawing speculative parallels to broader aerospace and additive manufacturing industry growth.

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 generating significant market buzz ahead of its upcoming earnings report, with high short interest fueling intense community debate regarding a potential short squeeze. Investors are closely monitoring the stock for a possible major partnership announcement, while weighing strong institutional backing against volatility and skepticism from bearish traders.

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 is trending following a double beat on earnings and revenue, with the community actively debating whether the stock's premium valuation is justified by strong traffic growth and store expansion or if it is poised for a correction. Investors are particularly focused on the company's ability to maintain high same-store sales growth and effectively scale its footprint in a challenging macro environment.

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$MU Great earlier post illustrating the mid year portfolio fund rebalancing on June 29-30th.  That is literally the only answer MU had heavy resistance this week so far.  These funds bought MU  much lower and now had to exit as the market value became too big a percentage of their portfolio.  We will see over $1,200 tomorrow as all key attributes are in play- under 10 Fwd PE, $30B in cash, only $4B in debt, over 15 large customer contracts, 86% margin, SNDK up 10% today.

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Micron Technology Inc

 Great earlier post illustrating the mid year portfolio fund rebalancing on June 29-30th.  That is literally the only answer MU had heavy resistance this week so far.  These funds bought MU  much lower and now had to exit as the market value became too big a percentage of their portfolio.  We will see over $1,200 tomorrow as all key attributes are in play- under 10 Fwd PE, $30B in cash, only $4B in debt, over 15 large customer contracts, 86% margin, SNDK up 10% today.

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@MSCFcpas such a low short float at 3.5%.  Need big buyers tomorrow.

 such a low short float at 3.5%.  Need big buyers tomorrow.

@jupiter37 not really just need to have more buyers then sellers

 not really just need to have more buyers then sellers