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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 trending due to multiple partnerships and product announcements made at its GTC conference, including collaborations with Palantir, Uber, and Nokia, and a projected $500B in AI bookings. The community is buzzing about the implications of these deals for NVIDIA's growth and its role in the AI landscape. Also, NVIDIA will take a $1 billion stake in Nokia.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMC is trending due to anticipation of strong earnings, fueled by robust AI chip demand and potential revenue growth. Community discussions revolve around the company's key role in AI infrastructure and expectations for future performance. Several analysts are also weighing in, pointing to strong AI-related demand.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

ORCL is trending amid a flurry of AI-related announcements and partnerships, particularly its collaboration with NVIDIA on supercomputer development, fueling optimism. The stock's potential in the AI space is being weighed against concerns about its debt and insider selling, leading to active discussions about its valuation. The community speculates on potential price movements, closely monitoring news catalysts and technical indicators.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group (LCID) is trending amid news of a collaboration with NVIDIA on Level 4 autonomous EVs and AI-driven manufacturing, sparking community discussion about the potential for increased autonomy and production efficiency.  While some investors are optimistic about the partnership and future investments from NVIDIA, others remain cautious, citing concerns about dilution and the timeline for new vehicle production. The stock's volatility and potential impact of this tech advancement on the luxury EV market are also being actively debated.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is trending as the community debates the potential impact of prediction markets and recent news of an NBA gambling scandal on the stock. Some investors believe the stock is oversold and poised for a rebound, pointing to Cathie Wood's recent purchases and the company's acquisition of Railbird, a prediction market platform. Others express concern over increasing competition and potential regulatory headwinds, questioning the long-term outlook for DKNG.

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

SMCI is trending due to numerous partnerships and product launches with NVIDIA, particularly regarding AI infrastructure and supercomputing solutions, leading to community excitement about future gains. The community is discussing when these partnerships will translate to significant financial benefits for the company. Despite a recent dip, investors are optimistic about SMCI's long-term potential in the expanding AI sector, especially with potential government contracts on the horizon.

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 ($NOK) is trending following news of a significant AI partnership and a $1 billion equity investment from NVIDIA, igniting excitement around its potential in the 5G and 6G space. The community is actively discussing new price targets and whether this marks a long-term turnaround for the company. Some are drawing parallels to past market trends and NVIDIA's previous investments, while others are weighing the potential for short squeezes.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending amid news of a deepened partnership with Nvidia, with community members discussing the potential impact on Palantir's AI platform and its ability to leverage Nvidia's technology. Bullish sentiment is fueled by anticipation of upcoming earnings and the stock's potential to reach new highs, while bears cite valuation concerns and potential pullbacks.

Meet Mochi, the cutest IP on Base – Named after Coinbase CEO Brian Armstrong’s pet cat! Launched before Base’s main-net launch in August 2023, Mochi is a first mover on Base, and is committed to help Base and Coinbase is their mission to bring the next billion users onchain.   Mochi has already received a grant from Coinbase for its efforts to onboard new users and continues to release news and developments that see recognition from Coinbase and Base team members and the wider Base community.   Designed by the artist behind Pudgy Penguins, Antoine Mingo - Mochi’s IP has accrued billions of GIF views globally and gained a large non-crypto native following on social media platforms such as Instagram. Mochi’s mission is to become the most retail friendly IP on Base and position itself for the millions of retail investors being onboarded to Base in 2025 through Coinbase and Base’s efforts.   Join Mochi and the vibrant Mochi community in achieving this mission through weekly initiatives and many exciting developments yet to come and be a part of Base’s journey to becoming the largest onchain economy in crypto!

Mochi

MOCHI CRYPTO is gaining attention as the "sister cat" of TOSHI, with community members highlighting its potential for significant gains and a possible Coinbase listing. Some believe MOCHI complements TOSHI, while others suggest it offers better upside due to its lower market cap. The locked liquidity and community-driven momentum are also attracting investors looking for the next big meme coin on the Base chain.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy ($BE) is trending following news of a $5B Brookfield deal to supply clean energy to AI data centers, sparking community discussion about the company's potential for growth in the AI sector.  Traders are actively discussing whether the valuation is justified and if the narrative can translate into sustainable growth, while some anticipate a potential short squeeze.  The stock has seen a significant surge recently, with investors weighing its future prospects in the rapidly expanding AI energy market.

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SAF market reset: Southwest’s divestment signals a strategy shift—not a retreat from SAF. 
 
🔹 Airlines are pivoting from direct project ownership to risk-sharing offtake deals aligned with core competencies 
🔹 Policy backdrop: 45Z trimmed to $1.00/gal but extended to 2029 with transferable credits; investor appetite stabilizing 
🔹 Near-term oversupply, but projects are more resilient via premium abatement pricing, structured offtakes, and carbon credits 
🔹 U.S. tailwinds: bipartisan support, ag feedstocks (corn/soy, woody biomass, switchgrass), ethanol-to-low-carbon + CCS momentum 
 
Catch our WTR Small-Cap Spotlight podcast for the full breakdown—then join our fireside chat with HUSA CEO Ed Gillespie on Sept 17, 2025 at 2:00 pm ET 
 
Registration link in the full report! 
 
https://www.watertowerresearch.com/doc?docID=IR_EnergTra_08252025_1 
 
#SAF #EnergyTransition #Biofuels #Aviation #SustainableInvesting #CCS #CleanEnergy #SmallCap #Stocks #Investing $GEVO $NTOIY $GPRE $REX $SAFX

Tim Regan

gregory

Holli

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PublicInfo

Watertowerresearch

Water Tower Research

$GEVO da pamp begins 🚀🚀🚀🚀🚀🛫🛫🛫🛫🛫

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Gevo Inc

Green Plains Inc

REX American Resources Corp

XCF Global, Inc. Class A Common Stock

SAF market reset: Southwest’s divestment signals a strategy shift—not a retreat from SAF. 
 
🔹 Airlines are pivoting from direct project ownership to risk-sharing offtake deals aligned with core competencies 
🔹 Policy backdrop: 45Z trimmed to $1.00/gal but extended to 2029 with transferable credits; investor appetite stabilizing 
🔹 Near-term oversupply, but projects are more resilient via premium abatement pricing, structured offtakes, and carbon credits 
🔹 U.S. tailwinds: bipartisan support, ag feedstocks (corn/soy, woody biomass, switchgrass), ethanol-to-low-carbon + CCS momentum 
 
Catch our WTR Small-Cap Spotlight podcast for the full breakdown—then join our fireside chat with HUSA CEO Ed Gillespie on Sept 17, 2025 at 2:00 pm ET 
 
Registration link in the full report! 
 


@research_WTR 

Extended only 2 years

Last fall 2024 Lindsay was singing the Need 7 to 10 year tune

$1.75 for SAF GONE

ATJ non starter in USA

And Gevo doesnt have even a portion of Capex

Wen DoE Termination of CC

Ask the Tough Questions WTR

 

Extended only 2 years

Last fall 2024 Lindsay was singing the Need 7 to 10 year tune

$1.75 for SAF GONE

ATJ non starter in USA

And Gevo doesnt have even a portion of Capex

Wen DoE Termination of CC

Ask the Tough Questions WTR