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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. 

Nebius Group is surging as investors react to stellar earnings, characterized by triple-digit revenue growth and expanded AI cloud capacity that significantly outperformed market expectations. The stock is currently the focus of a intense short squeeze, with the community actively celebrating the company's ability to defy bearish sentiment and silence critics.

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 surging as investors react to a strong quarterly report highlighted by doubled revenue, massive backlog growth, and raised full-year guidance that signals robust demand for AI infrastructure. While the community is dividedwith bulls celebrating the company's rapid expansion and revenue potential, and bears raising concerns over rising debt loads, negative cash flow, and heavy capital expendituresthe stock is seeing intense volume as traders watch for follow-through momentum and potential short-squeeze activity.

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 surging following a blowout earnings report that shattered analyst expectations, highlighted by strong guidance and over $60 billion in new orders. The community is focused on a potential short squeeze, fueled by the company's decision to suspend its ATM stock offering and clear, massive growth momentum that contrasts sharply with previous bearish narratives.

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The S&P 500 is trending as investors digest in-line July CPI data, which has sparked debate over the Federal Reserve's next policy move amidst broader concerns about AI-driven capital expenditures and persistent energy price volatility. Community sentiment remains polarized, with many traders focused on interpreting economic data while actively debating the sustainability of current AI-sector valuations and geopolitical impacts on energy markets.

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 (UAMY) is facing downward pressure following a Q2 revenue miss and a significant cut to full-year 2026 revenue guidance, a move the company attributed to lower global antimony prices. While the community is debating management's execution and the impact of the guidance reduction, many investors remain bullish on the stock's long-term prospects as a domestic critical minerals supplier, citing robust defense demand and institutional interest as key factors for a potential rebound.

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 surging following a strong quarterly earnings report that featured significant revenue growth, improved margins, and raised future guidance, which has fueled positive community sentiment regarding its role in aerospace and defense manufacturing. The stock is seeing high trading volume and bullish momentum as investors discuss potential short-squeeze activity and the company's ability to scale capacity to meet growing industrial demand.

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 strong quarterly earnings report that featured a notable rise in same-store sales and guest traffic, fueling investor confidence in the brand's long-term growth. While the community is actively debating the stock's premium valuation and the impact of recent industry-wide food safety headlines, many are focused on its successful unit expansion and its potential to mirror the long-term performance of established fast-casual leaders.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFiber is trending as investors react to the company's Q2 2026 earnings, which highlight active customer deployment at its NC-1 flagship site and a significant expansion in the Cloud Services portfolio. Community discussion is focused on the stock's high short interest and its potential as a 'neocloud' infrastructure play, with traders debating whether current price action represents an attractive entry point for the long-term AI data center buildout.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras Systems is seeing significant volatility and investor interest as the community reacts to its recent expansion into European markets and a series of strategic partnership announcements. Traders are actively debating the stock's future, balancing optimism around its wafer-scale inference technology against concerns regarding high valuations, intense market competition, and upcoming share lockup expirations.

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 is trending as investors digest a strong fiscal fourth-quarter report featuring a revenue beat and upward guidance that underscores accelerating AI-driven demand for optical connectivity. Community discussion is focused on the stock's recent price volatility, the implications of laser supply shortages, and whether the company's valuation remains attractive relative to its long-term growth prospects in the data center sector.

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