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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 trending as investors aggressively position themselves ahead of upcoming earnings, fueled by optimism surrounding AI infrastructure demand and the strong quarterly results from industry peer CoreWeave. The community is actively debating the stock's potential for a short squeeze, while mocking short-seller Michael Burry, whose position is currently under pressure from the stock's recent volatility.

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 following strong quarterly results that featured a massive revenue backlog and raised fiscal guidance, signaling robust demand for AI infrastructure. The community is actively debating the stock's sustainability, with bulls highlighting the company's aggressive growth and backlog, while bears express skepticism regarding high debt levels and negative cash flow.

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 significant community interest driven by anticipation of upcoming earnings and a series of strategic contract wins that have put pressure on a large short position. Investors are actively discussing the potential for a short squeeze, fueled by the company's expansion into autonomous defense technologies and broader sector momentum.

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 as investors digest a massive earnings beat and an aggressive revenue forecast that suggests accelerated AI infrastructure demand, despite persistent concerns from some market participants regarding corporate governance and sustainable margins. The community remains deeply polarized, with bulls pointing to the record backlog and the cancellation of planned share dilution as catalysts for a potential short squeeze, while skeptics continue to highlight ongoing investigations and execution risks.

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 a significant surge fueled by positive Phase 3 clinical trial results for its flagship anxiety treatment, which successfully met primary and secondary endpoints. The community is actively discussing the potential for rapid commercialization, debating the impact of a large-scale equity offering, and comparing its performance to peers within the evolving psychedelic-assisted therapy sector.

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 heightened volatility as investors debate the impact of a recent short-seller report and potential share lock-up expirations, despite continued institutional interest and significant production capacity expansion. The community remains deeply divided, with bulls pointing to the company's critical role in defense and aerospace manufacturing as a long-term catalyst, while others express concerns over transparency and the sustainability of its growth narrative.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is trending as investors weigh recent defense-sector contract wins against broader market volatility and uncertainty surrounding the space sector's upcoming earnings reports. While the community is actively debating the company's long-term valuation and capacity to scale production, many are focused on the stock's potential for a rebound as it attempts to build a base following recent downward pressure.

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 react to a record-breaking fiscal quarter and strong forward guidance, which community members are citing as validation for the company's critical role in the AI data center photonics buildout. While some traders are expressing caution regarding high valuations and potential regulatory headwinds, the broader discussion is dominated by enthusiasm for the company's strong laser chip demand and its positioning as a key beneficiary of accelerating AI infrastructure investments.

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, Inc. is trending as investors digest the company's recent earnings report and its strategic repositioning toward large-scale AI infrastructure deployments, including its flagship NC-1 site. The community is actively debating the stock's high short interest and potential for a short squeeze, while balancing optimism over AI demand against concerns regarding convertible debt and infrastructure execution timelines.

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 currently capturing significant attention as investors react to a strong quarterly performance, characterized by revenue and same-store sales growth that outperformed market expectations. Despite recent industry-wide concerns regarding food safety that initially pressured the sector, the community is debating the stock's long-term valuation versus its rapid unit expansion, with many traders discussing its potential to follow the historical growth trajectory of other fast-casual leaders.

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Bleichroeder Acquisition Corp. II operates as a blank check company formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Andrew Stephen Gundlach and Michel Combes on August 27, 2025 and is headquartered in New York, NY.

Bleichroeder Acquisition Corp II - Units (1 Ord Cls A & 1/3 War)

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Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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