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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 react to a massive $27 billion AI infrastructure deal with Meta, which significantly bolsters the company's long-term contracted backlog. While the community is debating the impact of a new $3.75 billion convertible debt offering intended to fund this rapid expansion, many remain bullish on the stock's long-term potential due to sustained backing from industry giants like NVIDIA and Microsoft.

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 currently experiencing high volatility as investors weigh milestone euphoria against earnings anxiety, with market participants closely monitoring the company's progress on nuclear isotope licensing and Department of Energy approvals. Community discussions are centered on the upcoming business update, with traders debating whether these regulatory advancements will provide a significant catalyst or if the stock is being pumped ahead of potentially lackluster financial results.

Swarmer, Inc. is an AI-driven software company, which develops software platforms and AI systems for autonomous swarm control of drones and unmanned vehicles. The firm offers STYX AI Command and Control System, MINAS Autonomy and Collaboration AI, and TRIDENT Embedded Drone Operating System. The company was founded by Alex Fink and Serhii Kuprienko in May 2023 and is headquartered in Austin, TX.

Swarmer Inc.

Swarmer Inc. is experiencing extreme volatility during its Nasdaq debut, with investors debating the company's military-grade autonomous drone technology against concerns regarding its financial disclosures and typical IPO trading patterns. Market participants are actively tracking the stock's frequent trading halts while speculating on the long-term viability of its battlefield-tested software.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending as investors weigh its dominant position in the GLP-1 weight-loss market against intensifying competition and a recent high-profile clinical trial setback for its primary rival, Novo Nordisk. While the community is actively debating the timing of a potential oral drug launch, sentiment remains focused on the company's ability to maintain its market lead despite ongoing analyst downgrades and broader sector volatility.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital Inc. is trending as investors monitor the appointment of a new CFO and anticipate the potential announcement of a major hyperscaler tenant. While some community members remain skeptical of management's communication and deal timelines, others are optimistic that the company's behind-the-meter energy model will drive significant long-term growth as infrastructure demand for AI continues to rise.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is seeing intense volatility and active community debate as investors weigh strong earnings growth and AI infrastructure demand against market-wide profit-taking and valuation concerns. While many traders are buying the dip in anticipation of continued hyperscaler expansion, others remain cautious due to recent institutional selling and sector-wide sentiment shifts following major semiconductor conference announcements.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is seeing a surge in investor interest and heavy trading volume ahead of the upcoming Optical Fiber Communications Conference (OFC), as market participants speculate on potential major partnership announcements and purchase orders. Community sentiment remains polarized between long-term investors tracking institutional accumulation and technical alignment with hyperscale AI hardware, and skeptics voicing concerns over persistent pre-revenue status and reliance on strategic collaborations.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is experiencing significant volatility and trading activity as the market reacts to the launch of Uber Autonomous Solutions, a new platform bundling mapping, training data, and fleet operations to attract robotaxi developers. While some investors are bullish on the company's long-term pivot toward an asset-right model and autonomous infrastructure, others remain skeptical about increased capital expenditures and intensifying competition in the autonomous vehicle sector.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is currently trending as investors speculate on potential collaborations with NVIDIA and Tesla, while monitoring significant government contract awards linked to defense and AI infrastructure. Community sentiment remains polarized, with many retail traders debating the impact of ongoing geopolitical risks, recent short-selling activity, and the company's efforts to ramp up its foundry business.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is seeing active community discussion as traders monitor potential buyout interest and growth prospects for its MS therapy, BRIUMVI, ahead of the company's upcoming earnings call. Investors are focused on the firm's revenue trajectory, recent long-term clinical data, and the potential impact of share repurchases on stock performance.

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China Huarong Asset Management Co.,Ltd. - Ordinary Shares - Class H

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