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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 (SMCI) is surging after a surprise preliminary update showing a record backlog of over $60 billion in new orders and a significant doubling of gross margins, effectively debunking major bear-case concerns regarding profitability. The community is heavily focused on the potential for a massive short squeeze, with many participants citing the high short interest and the company's newfound favorable customer mix as catalysts for a major price rerating.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors weigh significant AI-RAN partnership developments with NVIDIA against persistent market volatility ahead of the upcoming earnings release. The community remains deeply divided, with many traders holding firm on long-term growth prospects while others express frustration over technical price weakness and recent downward momentum.

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 seeing massive trading volume and heightened attention following a recent counter-drone system order, sparking intense community debate over a potential short squeeze. Investors are closely tracking key technical resistance levels while weighing the company's long-term defense growth thesis against ongoing concerns regarding share dilution and cash burn.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending as community members aggressively debate the impact of the ongoing Middle East conflict, rising tariffs, and the broader economic implications of recent administration policies. The discourse is polarized, with supporters highlighting defensive economic moves while critics focus on rising costs, geopolitical instability, and questions surrounding company transparency.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is gaining significant momentum following the announcement of an expanded strategic partnership with Microsoft, which will see Azure deploy the new Helios rack-scale AI systems at scale. The community is actively debating the stock's valuation and long-term potential, with strong sentiment centered around whether this infrastructure deal signals a durable shift in market share within the AI hardware sector.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is trending as investors react to reports that the company, along with X-energy, is participating in a government-backed initiative to accelerate the deployment of nuclear reactors for AI data centers. The community is actively debating the stock's long-term potential versus concerns over current revenue, insider selling activity, and the execution risks associated with pre-commercial energy technology.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently in the spotlight following the announcement of a 266 million dollar U.S. Air Force contract for suborbital launch services, which has triggered significant community debate regarding the company's valuation and long-term defense-sector integration. While investors are actively discussing whether this win justifies a trend reversal after recent volatility, many are also weighing the potential impact of pending acquisition news and the progress of the Neutron rocket development program.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors digest a major margin and order volume update from Super Micro Computer, which has sparked optimism regarding sustained demand across the AI server sector. The community is actively debating whether this sector-wide strength provides a reliable foundation for Dell's continued infrastructure growth or if recent volatility signals a broader period of consolidation for AI hardware stocks.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending as investors weigh significant operational milestones, including a positive outlook revision from Fitch and robust delivery numbers, against ongoing volatility caused by short-term sentiment and macroeconomic headwinds. While some in the community highlight the company's massive backlog and production progress as a long-term wealth-building opportunity, others remain skeptical due to persistent delivery delays, cost overruns, and sensitivity to geopolitical tensions.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital is trending due to significant retail and institutional interest as investors weigh its potential for AI data center expansion against recent market-wide volatility. The community is actively debating the company's valuation and the broader AI infrastructure thesis, with many focusing on the high-volume price action and the stock's positioning within the competitive landscape for power-intensive data centers.

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@choconou They&#39;re on track to reach 1,000tpy by the end of 2026 and 10,000tpy by the end of 2028. Hence why Jan 1, 2027 is so critical.

Do you think it&#39;s any coincidence that TSLA agreed to buying TLOFF&#39;s lithium and permitting got fast-tracked over the past year? It&#39;s also no coincidence TSLA&#39;s building charging stations between Giga and Thacker Pass.

Solid state batteries and HREE magnets are the future for BOTH the defense industry and the auto industry.

TSLA just stopped models S and X. The govt is using their industrial blueprint for dry battery electrodes because they hold the key to solid state batteries.

Car manufacturing ⏭️ military use.
That&#39;s why LAC, USAR, TLOFD, etc are so important. Everything aligns with the Jan 1 deadline; and that&#39;s why the US is making these minerals matters of national security, because it&#39;s for the military use.

Hence, no reliance on China and why the govt is taking stakes in these mining companies.