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Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Run is trending as investors digest the recent Q2 earnings report and a series of high-profile infrastructure contracts, while the community remains divided over whether the current price action is driven by fundamental growth or a potential warrant-driven pump ahead of an upcoming redemption deadline.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is facing intense downward pressure as investors rotate out of semiconductor stocks, intensified by broader market volatility and sensitivity to high valuations. The community is sharply divided, with some investors panic-selling over macroeconomic concerns while others aggressively buy the dip, pointing to the company's critical role in the long-term AI infrastructure build-out.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is generating significant market interest following a series of new tariffs on foreign drones, which investors believe provides a structural competitive advantage for its U.S.-made systems. The community is actively debating the company's valuation, insider activity, and the potential for a short squeeze as they await clarity on upcoming government contract awards.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

Unusual Machines is surging as investors closely monitor government efforts to boost domestic drone manufacturing and national security through aggressive new tariffs on foreign imports. The community is actively debating the stock's long-term defense contracts and recent executive compensation plans, while weighing the company's growth against its ongoing capital-intensive scaling phase.

Fundrise Innovation Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is trending as investors debate its valuation relative to NAV ahead of the August lockup expiration, with the community polarized between bullish believers in its private AI exposure and bearish critics citing the fund's significant premium and closed-end structure.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings is facing significant downward price pressure following a rating downgrade from Bank of America, which cited concerns over CFO turnover and credit risks, though many in the community are dismissing the news as a tactical manipulation to accumulate shares at a discount. The stock's valuation has become a focal point of discussion, with investors debating whether the current sell-off is an overreaction to management changes or a fundamental shift in the company's growth narrative.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is attracting significant community attention following news of drone-related tariffs, which investors view as a catalyst for increased demand for domestic, NDAA-compliant battery production. Bullish sentiment remains high among followers who cite the company's silicon-anode technology and recent government-focused partnerships as key long-term growth drivers, despite ongoing frustration with recent share price volatility and algorithmic trading pressure.

Sigma Lithium Corp. engages in the producing of a lithium property. It focuses its project in Minas Gerais. The firm also plans to build a world-class commercial-scale lithium concentration plant. The company was founded on June 8, 2011 and is headquartered in Sao Paulo, Brazil.

Sigma Lithium Corporation

Sigma Lithium is currently trending due to a intense volatility driven by conflicting news reports, including aggressive short-selling campaigns and rebuttals from the company regarding its operational status and regulatory standing. The community remains deeply divided, with bulls pointing to the company's low production costs and potential for expansion in a tightening lithium market, while bears cite concerns over debt, regulatory transparency, and legal hurdles.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Georgetown, TX.

TSS Inc

TSS Inc. is currently a focal point for investors as they navigate a strategic pivot toward higher-margin AI infrastructure integration, balancing cautious optimism for Q3 execution against concerns over significant customer concentration with Dell. While the community remains divided over the stock's speculative nature and the impact of recent revenue misses, active discussions are centered on whether increased factory capacity and leadership additions will finally trigger the promised scale-up in the second half of the year.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors focus on the company's momentum toward its Q4 BLA filing for its lead prostate cancer immunotherapy and the potential for a significant market opportunity. Community discussions are heavily centered on high institutional ownership, anticipation of further trial data at the upcoming ASTRO meeting, and ongoing speculation regarding potential acquisition interest from major pharmaceutical players.

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CLS vs. ANET: Which AI Stock Offers the Better Growth Opportunity?

CLS and ANET are expanding their AI infrastructure roles as demand grows across networking, computing and data centers.

These 4 Electronics-Manufacturing Stocks Are Surging, and It's Still Time to Buy

Electronics manufacturing services (EMS) providers are benefiting from a powerful combination of secular technology investment, rising product complexity, and increased outsourcing by original equipment manufacturers (OEMs). 

Is Flex Stock a Buy as AI Growth Collides With a Richer Valuation?

Flex's AI-led CPI growth and rising margins support higher guidance, but a 22.2X forward P/E, heavier capex and higher debt temper the buy case.

Flex's CPI Spin-Off Could Reshape Its AI Infrastructure Growth Story

Flex's planned CPI spin-off would separate its fastest-growing business, sharpening its AI data-center exposure and the remaining company's cash focus.

FLEX Falls 10.6% in the Past Month as AI Growth Meets Execution Risk

FLEX's 10.6% slide comes as AI-led CPI growth, raised guidance and stronger margins collide with higher debt, heavy spending and a premium valuation.

Celestica Completes Equity Offering

Celestica Inc. (NYSE: CLS) (TSX: CLS) (Celestica or the Company), a global leader in data center infrastructure and advanced technology solutions, today announced that it has completed its previously announced equity offering of 9,677,419 common shares at a price to the public of $310 per share...

SMR Q2 Earnings Meet Estimates, Revenues Miss on RoPower Timing

NuScale's Q2 revenues plunged 98.8% as RoPower work wound down, while supplier progress and liquidity supported commercialization plans.

Buy 5 Top-Ranked Growth Stocks for August to Tap Market Rally

MU, STX, FIX, VRT and CLS are growth stocks for August, with AI-driven demand highlighting opportunities in the ongoing market rally.

Celestica Announces Pricing of Equity Offering

Celestica Inc. (NYSE: CLS) (TSX: CLS) (Celestica or the Company), a global leader in data center infrastructure and advanced technology solutions, today announced the pricing of its previously announced equity offering of 9,677,419 common shares at a price to the public of $310 per share (the...

Celestica Announces $3 Billion Equity Offering to Accelerate Growth Across Global AI Infrastructure

Celestica Inc. (NYSE: CLS) (TSX: CLS) (Celestica or the Company), a global leader in data center infrastructure and advanced technology solutions, today announced an equity offering totaling $3 billion, in order to fund investments in its business to support unprecedented multi-year demand from its...

$CLS Q2 '26 Earnings Results & Recap

Celestica reported Q2 2026 revenue of $4.70 billion, a 62% increase from Q2 2025, with net earnings of $368.8 million and diluted EPS of $3.17, up from $1.82 in the prior year.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

ANET, CLS, EXTR, LITE Stock In Focus — UBS Sees Data Center Investments To Drive Demand, But Supply Constraints Persist

Equity

Neutral Sentiment

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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$347.63
Prev Close	$339.46
Open	$336.75
Dividend Yield	0.00%
50-Day Moving Average	$352.27
Beta	2.51
Avg. Volume	2.5M
PE Ratio	36.11

52-Week High	$474.03
52-Week Low	$173.23
Market Capitalization	$39.97B
EPS (Annual)	$7.16
Price to Book	16.12
Revenue Per Employee	$418,738.81

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