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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 following a strong quarterly report that showcased revenue growth exceeding expectations and a massive backlog of over $100 billion, signaling robust, persistent demand for AI compute infrastructure. While institutional investors and bulls celebrate the company's raised guidance and expanded backlog, the community remains divided, with skeptics raising concerns about the company's mounting debt, cash-burning operational model, and the sustainability of its aggressive capital expenditure strategy.

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 trending following a massive earnings beat and robust forward guidance that significantly topped analyst expectations, signaling strong AI server demand. Community members are actively debating the potential for a short squeeze while expressing frustration over perceived market manipulation and historically low valuation multiples despite record order backlogs.

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 trending following a massive Q2 earnings beat that exceeded analyst expectations for revenue and EBITDA, fueling a powerful rally and fueling speculation of a major short squeeze. The community is focused on the company's aggressive infrastructure expansion and rising contract values, with many traders actively celebrating the move against high-profile short sellers.

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 intense volatility following a significant second-quarter revenue miss and a sharp downward revision to its annual guidance due to declining market prices for antimony. While the stock has faced heavy short interest and retail frustration regarding management's execution, the community remains divided between those bracing for further downside and bulls who view current levels as a long-term opportunity driven by the company's status as a critical domestic supplier for national security.

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 respond to a robust earnings report that beat expectations, highlighting the company's role as a critical beneficiary of accelerating AI data center infrastructure demand. Community members are actively debating the stock's recent volatility and technical recovery, with many viewing the company's photonics technology as a essential bottleneck in the broader AI buildout.

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 experiencing a significant surge in momentum, driven by a new analyst initiation with a bullish price target and investor optimism regarding the company's expanding manufacturing capacity. Community discussion is heavily focused on the stock's potential for a short squeeze, given its high short interest and institutional interest in its role within the aerospace and defense sectors.

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 surging following a strong quarterly earnings report that featured double-digit revenue growth and robust same-store sales, effectively quieting market concerns regarding recent industry-wide food safety headwinds. While the community is actively debating the stock's premium valuation and its long-term potential to mirror the growth trajectory of sector peers, bullish sentiment remains high as institutional investors continue to back the brand's rapid store expansion and traffic momentum.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is trending as investors react to a pivot toward AI infrastructure following the Northern Data acquisition, with the community actively debating a potential short squeeze fueled by significant short interest. Discussions center on the company's new AI compute revenue streams and the upcoming earnings catalyst as investors look for validation of its long-term growth strategy.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is trending following positive topline Phase 3 results for its DT120 ODT treatment in generalized anxiety disorder, which triggered a significant price surge and high trading volume. Investors and community members are actively debating the potential market impact of these results while keeping a close eye on upcoming trial readouts and the company's broader pipeline development.

Air Canada engages in the provision of airline transportation services. Its services cover full-service airline, scheduled passenger and cargo services, serving more than two hundred airports on six continents. It operates through the following geographical segments: Canada, U.S. Transborder, Atlantic, Pacific, and Other. The company was founded on April 11, 1936 and is headquartered in Saint-Laurent, Canada.

Air Canada Inc. - Ordinary Shares (Voting and Variable Voting)

Air Canada Inc.

Air Canada stock is seeing significant volatility as investors weigh strong travel demand and record revenue against the significant operational headwinds of rising fuel costs and geopolitical uncertainty. The community is sharply divided, with some investors viewing the current price dip as an attractive entry point driven by long-term growth potential and share repurchases, while others remain skeptical due to historical cyclicality and the potential for prolonged macroeconomic pressure.

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Lumentum's Upbeat Report Sparks Photonics Rally: Coherent's Earnings Up Next

Equity

Investor interest in photonics is rising as hyperscalers ramp AI spending, fueling expectations for a multi-year boom for optical connectivity tech providers.


LITE Vs. COHR Vs. AAOI Vs. IPGP: Which Photonics Stock Do Retail Traders Prefer? 

AI data centers are steering the shift from copper to optical connectivity, putting photonics at the center of investor attention.

Best-Performing Leveraged Single-Stock ETFs of Last Week 

Some single-stock ETFs soared last week as strong earnings, a rebound in tech and easing rate-hike fears fueled outsized gains.

Pharma Bro Shkreli Bets Against AAOI — ‘Commodity Bottleneck Doesn’t Make A Great Company’

In a post on X, the former hedge-fund manager and well-known short seller wrote that he is “shorting $AAOI on the pop,” adding that “one year of bottleneck on a commodity product does not make a great company.”


Applied Optoelectronics Q2 Earnings Beat Estimates, Revenues Up Y/Y

AAOI's Q2 earnings beat estimates as revenues surge 86.4%, fueled by datacenter, CATV, and rapid 800G growth.


Should You Hold on to Applied Optoelectronics Stock Post Q2 Earnings?

AAOI's record Q2 revenues and surging AI-driven demand fuel growth, but supply constraints, competition and valuation concerns cloud the outlook.


Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8%

Applied Optoelectronics Zooms 13% Higher on Pivotal Quarterly Print; Coherent Advances 13%, Lumentum Adds 8...

AAOI Q2 Earnings Call Focuses on Capacity-Led 800G Ramp

Applied Optoelectronics is ramping up 800G and 1.6T capacity as demand outstrips supply, while Q3 growth faces component limits and a 100G setback.

Applied Optoelectronics Says It Could Sell MoreIf It Could Make More

Applied Optoelectronics (AAOI) reports Q2 beat on surging AI transceiver demand and raises Q3 outlook. Get the full earnings breakdown!read more...

Why Is AAOI Stock Surging 10% Premarket?

Applied Optoelectronics beat Q2 expectations, triggering a rise in its shares and those of peers.


Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Extremely Bullish Sentiment

$LITE

$COHR

$IPGP

$AAOI

Photonics stocks have surged over the past year as AI data centers shift from copper to optical interconnects to solve bandwidth and power bottlenecks. Which photonics stock are you most bullish on right now? Vote and explain your reasoning in the comments.

Which photonics stock are you most bullish on right now - $LITE, $COHR, $IPGP, or $AAOI? 
 
Drop a comment for other tickers, or if you&#39;d rather play it through an ETF like $FOTO.

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Coherent Corp

IPG Photonics Corp

ETF Opportunities Trust - Tuttle Capital Pure Play Photonics ETF

Which photonics stock are you most bullish on right now - 

? 
 
Drop a comment for other tickers, or if you'd rather play it through an ETF like 

Current Price	$131.50
Prev Close	$134.33
Open	$141.86
Dividend Yield	0.00%
50-Day Moving Average	$137.02
Beta	3.85
Avg. Volume	8.91M
PE Ratio	-172.39

52-Week High	$233.67
52-Week Low	$18.50
Market Capitalization	$11.36B
EPS (Annual)	-$0.6352
Price to Book	6.80
Revenue Per Employee	$97,146.66

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