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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 earnings report that featured record-breaking revenue and an massive $104 billion backlog, signaling that AI infrastructure demand remains highly aggressive. The community is actively debating the company's ability to turn this demand into profitable growth while managing significant capital expenditures and debt levels, fueling intense speculation among bulls expecting a short squeeze and bears skeptical of its long-term financial stability.

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 strong financial results and guidance, with the community actively debating whether the record-setting revenue and AI-driven laser demand warrant further upside despite recent valuation concerns. Market participants are closely watching the stock's ability to maintain momentum amidst broader tech sector volatility and ongoing discussions regarding supply chain bottlenecks in the optics space.

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 increased investor activity and community buzz as the company prepares for upcoming quarterly results, with shareholders closely monitoring the production ramp and potential new customer announcements. The stock is benefiting from broader sector tailwinds driven by rising demand for optical connectivity and AI-driven data center infrastructure.

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 focus on the company's strategic pivot toward AI infrastructure following its acquisition of Northern Data, a move that has significantly expanded its GPU capacity and data center footprint. The community is actively debating the potential for a massive short squeeze due to record-high short interest, while simultaneously analyzing the upcoming earnings report and formal guidance as key catalysts for a long-term re-rating.

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 surging after a major earnings beat and aggressive forward guidance that significantly topped analyst expectations, fueling intense community debate over its massive backlog and potential for a short squeeze. Investors are actively split between those focused on the company's hyper-growth trajectory and profitable AI infrastructure demand, and others who remain wary of lingering legal risks and management's past reliance on dilution.

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 weigh significant AI infrastructure investment news and high-profile institutional backing against concerns about capital-intensive growth and ongoing short-selling activity. The community is sharply divided, with intense debate centering on potential short squeezes, earnings guidance, and the company's long-term competitive positioning within the AI cloud sector.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is facing persistent downward pressure as investors weigh a significant revenue headwind from a major strategic reset in China alongside ongoing analyst downgrades and sector-wide weakness. Community sentiment is deeply divided, with some investors aggressively accumulating shares at what they perceive to be generational lows, while others remain disillusioned by the stock's multi-year performance and competitive challenges from brands like On and Hoka.

Trulieve Cannabis Corp. engages in the cultivation, processing, manufacturing, and retail distribution of medical and adult-use cannabis products. It cultivates and produces its products in-house and distributes to its branded stores, as well as directly to patients via home delivery. The company was founded by Kim Rivers & Jason Pernell on September 17, 1940 and is headquartered in Tallahassee, FL.

Trulieve Cannabis Corp - Ordinary Shares (Sub Voting)

Trulieve Cannabis Corp 

Trulieve Cannabis Corp is trending as investors react to its historic NYSE listing, which was met with unexpected volatility and a sell-off that some community members attribute to the founder's share sales and a broader sector-wide liquidity adjustment. While the community remains divided over the stock's short-term price action, active discussions are focused on the company's status as a first-mover for institutional capital, its potential for share buybacks, and the broader impact of upcoming federal rescheduling hearings.

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 trending as retail investors ramp up activity ahead of its upcoming earnings report, fueled by a recent multi-million-dollar defense tender from the Israeli Ministry of Defense. Community sentiment remains intensely focused on a potential short squeeze, with bulls highlighting the company's expanding backlog and strategic defense partnerships as catalysts for a move toward double-digit share prices.

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 downward pressure following a disappointing quarterly earnings report where the company significantly cut its annual revenue guidance, citing declining market prices and production shifts. The community remains deeply divided, with some investors expressing frustration over management's execution and communication, while long-term shareholders maintain a bullish outlook on the company's critical role in the U.S. defense supply chain and its potential to benefit from domestic production mandates.

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CIFR's rally is driven by strong earnings from Coreweave (CRWV), which beat estimates and raised its backlog, lifting the broader AI data center sector. The positive read-through from CRWV's results and conference call is cited as the main catalyst, with traders also eyeing upcoming CPI data and NBIS earnings for further sector momentum.

Cipher Digital IFR Q2 Earnings Call Highlights Early HPC Delivery

CIFR delivers initial Black Pearl HPC capacity two months early as it expands its data-center pipeline and project financing.

MARA, CIFR, WULF Stocks Drop As Price Target Cuts Outweigh Bitcoin’s $65K Rebound 

Equity

Bitcoin’s climb to $65,000 failed to lift Bitcoin mining stocks, even as MSTR, CRCL, and other crypto-linked equities moved higher.


Chart Storm: 10 Reasons AI Stocks Have Bottomed

With CAPEX expanding, enterprise backlogs swelling, and the juiciest margins in history, the AI bullish narrative remains intact.

Cipher Digital Stock Falls After Q2 Miss: What Investors Need to Know

Shares of Cipher Digital Inc (NASDAQ: CIFR) are trading lower Tuesday morning after the company reported second-quarter financial results that missed Wall Street estimates.read more...

Cipher Digital Inc. (CIFR) Reports Q2 Loss, Lags Revenue Estimates

Cipher Digital Inc. (CIFR) delivered earnings and revenue surprises of -209.52% and -15.18%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Cipher Digital Delivers AI Data Center Early, So Why Is CIFR Stock Down?

The company said the Stingray development was funded completely by a bond offering completed during the quarter.

Cipher Digital Gears Up to Report Q2 Earnings: What's in Store?

Cipher Digital's Q2 results may show data-center progress and stronger growth visibility, but mining exposure, construction spending and financing costs loom.

Cipher Digital Inc. (CIFR) Stock Drops Despite Market Gains: Important Facts to Note

The latest trading day saw Cipher Digital Inc. (CIFR) settling at $22.32, representing a -1.48% change from its previous close.

Zacks Investment Ideas feature highlights: Micron, SanDisk, Meta, Alphabet, Cipher Digital and Nebius

Micron is highlighted as AI stocks reset after forced selling, with the article arguing leverage drove the selloff while AI spending plans remain intact.

Buying the AI Reset: Why Forced Selling Equates to Opportunity

With the core fundamentals intact and leveraged players out of the way, the stage is set for a violent rebound in AI infrastructure stocks. 

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.

Bullish Sentiment

$NBIS

$CRWV

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Neocloud stocks have become some of the most talked-about plays on AI infrastructure demand, even as the sector has seen sharp volatility this year. Which neocloud stock are you most bullish on for the next 12 months? Drop a comment for other tickers.

Which neocloud stock are you most bullish on for the next 12 months - $NBIS, $CRWV, $APLD, or $IREN?  
 
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Investors are weighing the massive potential of AI-linked data center infrastructure against recent regulatory headwinds in Texas.

Traders are intensely debating whether the recent price decline represents a deep-value buying opportunity or a dangerous falling knife.

Speculation is building around potential high-premium buyouts by industry giants as firms shift from Bitcoin mining to AI compute.

Market participants are actively tracking the potential for a gamma squeeze fueled by call-heavy positioning and high short interest.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	-$0.27	--	--	N/A
Q2 '26	-$0.24	-$0.65	-168.30%	MISSED
Q1 '26	-$0.22	-$0.28	-25.02%	MISSED
Q4 '25	-$0.11	-$1.91	-1650.46%	MISSED
Q3 '25	-$0.04	-$0.01	75.37%	BEAT

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