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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

NVIDIA is capturing intense market attention as investors weigh its critical role in the AI infrastructure cycle against high expectations, leading to heavy options activity and polarized community debates over whether results are already priced in. Participants are closely monitoring the upcoming earnings for clarity on future demand, sector growth, and management guidance that could impact the broader market trajectory.

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 surging as investors react to bullish CEO commentary regarding positive GPS immunotherapy data, which is being framed as superior to current standards of care. The community is heavily focused on an anticipated short squeeze and imminent clinical milestones, creating a volatile environment as traders monitor institutional buying activity and potential M&A interest.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares are seeing extreme volatility following earnings that topped analyst estimates but provided cautious forward guidance. The community remains sharply divided, with some investors accumulating shares on the dip as a long-term AI-driven growth play, while others fear the firm's business model faces existential disruption from emerging AI automation tools.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire Corp is experiencing intense momentum as the community positions it as a key infrastructure play for the space economy ahead of the highly anticipated SpaceX IPO. Investors are actively discussing recent contract wins and the company's role in supplying critical technology for deep-space programs, viewing current volatility as an accumulation opportunity for a long-term buildout of space infrastructure.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is seeing heavy retail engagement as investors debate whether the recent share price decline is a tactical shakeout by institutions or a sign of deeper fundamental risk ahead of earnings. Community discussion is polarized between those betting on the 'lipstick effect' and successful brand expansions in Europe as a catalyst for a rebound, and others who are concerned about consumer discretionary weakness and broader sector volatility.

T1 Energy, Inc. engages in developing battery solutions. It focuses on energy storage systems and commercial mobility. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy is experiencing significant volatility driven by a failed short seller report from Fuzzy Panda Research, which triggered a massive squeeze as buyers rejected the bearish claims. The community is actively debating the stock's future amid institutional interest from Leopold Aschenbrenner's fund, focusing on whether this is a sustainable move toward higher valuation or a volatile momentum trade.

Micware Co. Ltd. engages in software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. It operates through the following segments: Software Defined Vehicles (SDV), Location-Based Services (LBS), and Others. The SDV segment relates to the development and sale of software systems designed for SDV, including IVI system software and other mobility-enhancing software products, conducted by its Japanese subsidiaries. The LBS segment covers the development and licensing of in-vehicle navigation software systems, and other geographic data-based services for business-to-business customers, mainly serving end users. The Other segment comprises software development services conducted by overseas subsidiaries designed for SDV, and business-to-consumer mobile app services unrelated to in-vehicle navigation. The company was founded by Kenji Narishima in March 2003 and is headquartered in Kobe, Japan.

Micware Co. Ltd. - ADR

Micware Co. Ltd. (MWC) is experiencing extreme volatility and intense trading volume following its recent IPO, drawing significant attention from day traders seeking momentum in low-float ADRs. The community remains deeply divided, with some investors aggressively targeting massive gains through technical setups, while others warn of a classic pump-and-dump scheme and warn against chasing the rapid price swings.

NIO, Inc. operates as a holding company, which engages in the design, development, manufacture, and sale of smart electric vehicles. It offers its products under the brands NIO, ONVO, and FIREFLY. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Shanghai, China.

NIO Inc - ADR

NIO Inc

NIO is trending as investors aggressively position themselves ahead of the upcoming earnings release, with active community debate centering on whether the stock's recent volatility is a calculated liquidity grab by institutions or a sign of deeper underlying fundamental concerns. Despite the negative sentiment from vocal bears predicting further downside, bulls remain focused on the company's expanding infrastructure, record-setting battery swap milestones, and strategic efforts to attract capital.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSpark is trending as investors debate its potential pivot from a pure-play Bitcoin miner to an AI-ready infrastructure provider, with community members closely watching for a hyperscaler partnership announcement. Traders are also actively discussing the stock's high short interest and its price action relative to peers, fueling intense speculation about a possible short squeeze.

Target Corp. engages in the operation and ownership of general merchandise stores. It offers food and general merchandise, clothing and household goods, electronics, and toys. Its brands include A New Day, All in Motion, Art Class, Auden, AVA & VIV, Boots and Barkley, Brightroom, Bullseye's Playground, Casaluna, Cat & Jack, Cloud Island, Colsie, dealworthy, Embark, Everspring, Favorite Day, Figmint, Future Collective, Gigglescape, Good & Gather, Goodfellow & Co, Hearth & Hand with Magnolia, Heyday, Hyde & EEK! Boutique, JoyLab, Kindfull, Kona Sol, Made By Design, Market Pantry, Mondo Llama, More Than Magic, Opalhouse, Open Story, Original Use, Pillowfort, Project 62, Room Essentials, Shade & Shore, Smartly, Smith & Hawken, Sonia Kashuk, Spritz, Sun Squad, Threshold, Universal Thread, up&up, Wild Fable, Wondershop, Xhilaration, California Roots, Casa Cantina, The Collection, Headliner, Jingle & Mingle, Rosé Bae, Photograph, SunPop, and Wine Cube. The company was founded by George Draper Dayton in 1902 and is headquartered in Minneapolis, MN.

Target Corp

Target is drawing significant investor attention following a positive earnings report that highlighted a surprise earnings beat and improved guidance, signaling a potential turnaround for the retailer. Community sentiment is mixed as some traders view the stock as an undervalued recovery play with growth catalysts like membership expansion, while skeptics remain focused on ongoing margin pressures and the durability of the company's merchandising pivots.

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AI NEWS  
OpenAI Cracks the Facade 😬 
 
The Wall Street Journal dropped a bomb Monday night: OpenAI missed internal targets for users and revenue, and the cracks are showing in the great AI plan. CFO Sarah Friar has reportedly warned colleagues revenue has to pick up, and the board has started pushing back on Sam Altman&#39;s strategy ahead of a potential IPO. 
 
The RIP: OpenAI missed its goal of one billion weekly ChatGPT users by end of 2024 and never announced a new milestone. In 2025, it missed yearly revenue targets after Google&#39;s Gemini ate into market share. It missed multiple monthly revenue targets in early 2026 after losing ground to Anthropic in coding and enterprise.  
 
The company has $600B in future spending commitments, just raised $122B, and expects to burn through that in three years. Friar has also reportedly pumped the brakes on Altman&#39;s IPO timeline, telling executives the company isn&#39;t ready for public-company reporting standards. 
 
OpenAI and Friar pushed back hard: &quot;We are totally aligned on buying as much compute as we can and working hard on it together every day,&quot; they said in a joint statement, calling suggestions of internal division &quot;ridiculous.&quot; An OpenAI spokesperson separately said the company is &quot;firing on all cylinders.”  
 
A CoreWeave spokesperson told Bloomberg Anchor Ed Ludlow “OpenAI is a terrific partner, but not our only one,” and “demand exceeds supply across the AI ecosystem.” 
 
The market didn&#39;t buy it. OpenAI is one of the central names in the now famous circular AI capex trade. If it can’t grow, what happens to the rest? $ORCL  $NVDA, $AMD and $AVGO each slid, $CRWV cratered more than 5%, and SoftBank sank nearly 10% in Tokyo. Power infrastructure names got hit too — $VRT fell nearly 8%, $GEV more than 5%. The Philly Semi Index was down 4%.  
 
OpenAI is no longer an untouchable growth story. The proxy trade just got a lot more complicated.😬

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AI NEWS  
OpenAI Cracks the Facade 😬 
 
The Wall Street Journal dropped a bomb Monday night: OpenAI missed internal targets for users and revenue, and the cracks are showing in the great AI plan. CFO Sarah Friar has reportedly warned colleagues revenue has to pick up, and the board has started pushing back on Sam Altman's strategy ahead of a potential IPO. 
 
The RIP: OpenAI missed its goal of one billion weekly ChatGPT users by end of 2024 and never announced a new milestone. In 2025, it missed yearly revenue targets after Google's Gemini ate into market share. It missed multiple monthly revenue targets in early 2026 after losing ground to Anthropic in coding and enterprise.  
 
The company has $600B in future spending commitments, just raised $122B, and expects to burn through that in three years. Friar has also reportedly pumped the brakes on Altman's IPO timeline, telling executives the company isn't ready for public-company reporting standards. 
 
OpenAI and Friar pushed back hard: "We are totally aligned on buying as much compute as we can and working hard on it together every day," they said in a joint statement, calling suggestions of internal division "ridiculous." An OpenAI spokesperson separately said the company is "firing on all cylinders.”  
 
A CoreWeave spokesperson told Bloomberg Anchor Ed Ludlow “OpenAI is a terrific partner, but not our only one,” and “demand exceeds supply across the AI ecosystem.” 
 
The market didn't buy it. OpenAI is one of the central names in the now famous circular AI capex trade. If it can’t grow, what happens to the rest? 

 cratered more than 5%, and SoftBank sank nearly 10% in Tokyo. Power infrastructure names got hit too — 

 more than 5%. The Philly Semi Index was down 4%.  
 
OpenAI is no longer an untouchable growth story. The proxy trade just got a lot more complicated.😬