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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 launch of Regna AI, a Palantir-powered venture for mission-specific defense AI, is driving attention, with bullish traders viewing it as a strategic expansion beyond drone hardware. The reaction is divided: some expect the partnership to strengthen Ondas business, while others question its near-term financial impact and point to dilution and persistent selling despite the announcement.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Reports that OpenAIs latest high-speed model feature is using Nvidia GPUs rather than Cerebras hardware have put Cerebras OpenAI relationship under scrutiny, while traders also point to an upcoming share unlock as a potential source of selling pressure. Bulls argue the reaction is overdone and cite Cerebras inference technology; bears emphasize customer concentration and valuation concerns.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFis prolonged share-price decline dominates discussion, with traders focusing on a bearish analyst reiteration and lower price view alongside weakness ahead of earnings. Bulls argue the selloff overlooks business growth, while bears point to high rates, valuation and credit risks; some longs blame short-selling or manipulation, claims not established here.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USAR is drawing attention amid a prolonged slide alongside other rare-earth stocks, with traders debating whether potential share-supply overhang and dilution concerns are compounding broader sector weakness. Some attribute the decline to short selling, while bulls cite the companys domestic supply-chain role and government backing; bears remain concerned about execution and a lack of updates.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopifys sharp rally toward record highs is drawing attention, with traders broadly focused on its potential role in AI-driven commerce, including checkout through Metas Muse assistant, and optimism ahead of earnings. Some are celebrating the breakout and accumulating, while others warn the run may be overextended and expect a pullback.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps multi-session rebound and unusually heavy bullish call-option activity are driving attention, with traders framing the move as a potential breakout while others warn that past rallies have faded. Speculation around funding Snaps Specs AR business is adding to the bullish narrative, but no confirmed Specs sales catalyst is established in the discussion.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas selection for the U.S. Armys ALATTIS program to develop high-voltage silicon-carbide devices has drawn attention as a validation of its technology and domestic manufacturing ambitions. Traders are split between viewing the award as a long-term defense and infrastructure opportunity and noting that it is a prototype program with no disclosed contract value or immediate revenue, after the initial rally faded.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

JASMY is drawing attention amid weak, volatile price action and concerns over exchange delistings, especially Upbit; traders disagree on whether the removals signal deeper trouble or are limited listing changes. Bulls are buying dips and pointing to JasmyChain activity and product development as evidence of progress, while bears question whether those developments are translating into adoption or token demand.

Core Scientific, Inc. engages in the business of operating a purpose-built facility for digital asset mining and provision of blockchain infrastructure, software solutions, and services. It operates under the Mining and Hosting segments. The Mining segment focuses on bitcoin mining for the company's own account. The Hosting segment includes blockchain infrastructure and third-party hosting business. The company was founded by Michael Jeffrey Levitt and Darin Feinstein on December 13, 2017 and is headquartered in Dover, DE.

Core Scientific Inc - Ordinary Shares - New

Core Scientific Inc

CORZ is drawing attention amid a sharp pullback alongside other AI-data-center and Bitcoin-mining names, which traders attribute to broader sector selling, macro pressure, and concerns about AI demand. Bulls point to its CoreWeave business and AMD-backed AI infrastructure expansion, while bears question execution and regret that the company turned down CoreWeaves acquisition offer.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

A report identifying Anthropic as IRENs previously undisclosed AI cloud customer sparked attention, but neither company has confirmed the reported multiyear deal or disclosed its terms. Traders debated its potential to validate IRENs AI-infrastructure strategy against concerns that the rumor was already priced in, with the initial rally fading amid skepticism and weakness across data-center stocks.

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Comfort Systems USA, Inc. engages in the provision of mechanical and electrical contracting services. It operates through the Mechanical and Electrical Services segments. The Mechanical Services segment includes heating, ventilation, air conditioning, plumbing, piping, and controls, as well as off-site construction, monitoring, and fire protection. The Electrical services segment focuses on installation and servicing electrical systems. The company was founded by Alfred J. Giardinelli, Jr. And William George III on December 12, 1996 and is headquartered in Houston, TX.

Comfort Systems USA, Inc.

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$FIX You can't have a data center revolution without hiring these guys at your job sites.

Cory Large

$FIX Comfort Systems USA reads bullish as of 27 Sep 2026, backed by a record $14.06 billion backlog and 46.1% revenue growth on structural data center demand. The stock sits about 20% below its 52-week high, but momentum is intact above the 200-day moving average with a bullish MACD crossover. Short interest is falling to 2.8%, though net insider selling and mixed institutional flows temper the longer-term picture. We would turn neutral or bearish if backlog conversion stalled or margin compression undermined operating profit. Chart attached. (Disclosure: we're @astuteoptics1 and this is our own research.)

Astute Optics

$FIX I got out of my short with minimal damage before this ran a little to $1656.  Made my money back (and more) EOD with my $RGTI short.  Importance of hedging your bets!

$FIX Keeps rejecting the $1650 level.  Some support at $1645 (where I began to short).  Let's see how this plays out!

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