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Applied Digital Corporation

Applied Digital is experiencing intense volatility as investors weigh the stock's long-term potential in AI infrastructure against macro-driven sell-offs linked to geopolitical tensions. While the community remains divided between panic-selling and those adding to their positions, sentiment is heavily focused on the anticipation of upcoming earnings and potential hyperscaler lease announcements as major catalysts for a recovery.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the Materials and Magnetics segments. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as investors react to the company's recent earnings report, which highlighted a pivot away from sales to China toward higher-margin domestic magnet production and government-backed strategic supply chain initiatives. The stock remains a focal point for the retail community due to its position as a critical infrastructure play for U.S. defense and technology, with ongoing discussion surrounding its expansion into the '10X' facility and long-term supply agreements.

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

IREN is seeing significant volatility as investors weigh the company's aggressive pivot toward AI data center infrastructure against market-wide risk-off sentiment and concerns over potential dilution from its ATM facility. The community remains deeply divided, with bulls pointing to the long-term potential of hyperscaler deals and capacity expansion, while bears cite weak recent earnings, geopolitical uncertainty, and a lack of immediate new contract catalysts.

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, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing significant volatility driven by heavy insider selling, a challenging macroeconomic environment, and intense debates over its long-term debt sustainability in the capital-intensive AI infrastructure sector. While some retail investors view current pullbacks as a strategic buying opportunity based on strong backlog projections and upcoming major financing deals, others remain skeptical, citing technical weakness and the broader repricing of AI-exposed growth 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.

Cipher Mining Inc

Cipher Mining is facing intense downward pressure driven by a risk-off market environment and geopolitical concerns, leading many investors to discuss potential manipulation and the stock's undervaluation relative to its secured hyperscaler contracts. While some in the community are panic-selling and calling for further downside, others are actively loading up on shares and viewing the recent sell-off as a strategic buying opportunity for the long-term AI data center pivot.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is experiencing extreme volatility and heavy selling pressure, with the community deeply divided between those citing a disconnect from strong fundamentals and those warning of a cyclical downturn or manipulation. Investors are fixated on whether the recent rapid decline represents a capitulation event or the beginning of a deeper bear market, while actively debating the impact of geopolitical tensions, chip sector rotation, and recent algorithmic news.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is facing intense selling pressure following earnings despite beating expectations, as investors react to concerns over margin impact from a new warrant agreement with Amazon and a management transition. The community is deeply divided between those viewing the pullback as a major buying opportunity due to the company's strong AI infrastructure positioning and those worried about valuation, potential dilution, and a lack of immediate catalysts to reverse the downward trend.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending as investors closely monitor the company's Phase 3 progress and the broader M&A landscape for high-potential obesity assets, with the community actively debating whether management will pursue a strategic partnership or hold out for a high-premium buyout. Discussion is further fueled by high short interest and anticipation surrounding upcoming maintenance trial data, which many see as a crucial de-risking milestone in the competitive GLP-1 weight loss market.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV is experiencing intense downward pressure and widespread investor frustration following a recent reverse stock split, with the community actively debating whether the stock is headed toward bankruptcy or a potential short squeeze. Shareholders are expressing significant anger toward management's perceived lack of guidance and communication, while speculators continue to closely monitor institutional activity and the stock's historically low RSI for signs of a turnaround.

White Polar Bear is a Pump.fun memecoin on Solana designed for resilience, patience, and conviction.

White Polar Bear

ICEBEAR is gaining significant social momentum as investors speculate on upcoming milestones and capitalize on early-stage entry opportunities. The community is actively discussing the token's perceived growth potential and structural resilience within the broader meme coin market.

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FTAI Aviation Ltd. (NASDAQ:FTAI) Sees Significant Increase in Short Interest

FTAI Aviation Ltd. (NASDAQ:FTAI - Get Free Report) was the target of a large increase in short interest in the month of March. As of March 13th, there was short interest totaling 5,571,113 shares, an...

Are Aerospace Stocks Lagging  BWX Technologies (BWXT) This Year?

Here is how BWX Technologies (BWXT) and FTAI Aviation (FTAI) have performed compared to their sector so far this year.

FTAI Aviation (FTAI) Upgraded to Buy: Here's Why

FTAI Aviation (FTAI) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Moody National Bank Trust Division Purchases 4,196 Shares of FTAI Aviation Ltd. $FTAI

Moody National Bank Trust Division boosted its position in shares of FTAI Aviation Ltd. (NASDAQ:FTAI - Free Report) by 36.7% in the 4th quarter, according to its most recent filing with the...

FTAI Aviation (NASDAQ:FTAI) Stock Price Expected to Rise, Morgan Stanley Analyst Says

Morgan Stanley raised their price target on FTAI Aviation from $266.00 to $293.00 and gave the stock an "overweight" rating in a report on Tuesday...

FTAI Aviation Ltd. $FTAI Shares Acquired by Diversified Trust Co.

Diversified Trust Co. raised its holdings in shares of FTAI Aviation Ltd. (NASDAQ:FTAI - Free Report) by 31.8% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 22,473 shares of the financial se...

FTAI Aviation (NASDAQ:FTAI) Trading 8.4% Higher - Here's Why

FTAI Aviation (NASDAQ:FTAI) Shares Up 8.4% - Time to Buy...

CIBC Private Wealth Group LLC Trims Stake in FTAI Aviation Ltd. $FTAI

CIBC Private Wealth Group LLC lessened its holdings in shares of FTAI Aviation Ltd. (NASDAQ:FTAI - Free Report) by 12.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 48,829 shares of the financial services provider's s...

CIBC Bancorp USA Inc. Buys Shares of 46,840 FTAI Aviation Ltd. $FTAI

CIBC Bancorp USA Inc. bought a new position in shares of FTAI Aviation Ltd. (NASDAQ:FTAI - Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 46,840 shares of the financial s...

FTAI Aviation Ltd. $FTAI Shares Sold by Luxor Capital Group LP

Luxor Capital Group LP cut its holdings in FTAI Aviation Ltd. (NASDAQ:FTAI - Free Report) by 55.9% during the third quarter, according to the company in its most recent Form 13F filing with the...

FTAI Aviation Ltd. focuses on owning, leasing, and servicing commercial jet engines, with a primary focus on CFM56 and V2500 engines. Its portfolio of products, including the Module Factory and a joint venture to manufacture engine PMA components, enables cost savings and flexibility for its airline, lessor, and MRO customer base. The company operates through two segments: Aviation Leasing and Aerospace Products. The Aviation Leasing segment owns and manages aviation assets, including aircraft and engines, which it leases and sells to customers. The Aerospace Products segment develops, manufactures, repairs/refurbishes, and sells aircraft engines and aftermarket components for the CFM56-7B, CFM56-5B, and V2500 engines through its maintenance facilities, equity method investments, and exclusivity arrangements. FTAI Aviation is headquartered in New York, NY.

FTAI Aviation Ltd - Ordinary Shares - Class A

Fred Wilson - Union Square Ventures

Abigail Johnson - Fidelity

Jim Cramer - Media Personality

Josh Brown - Ritholtz Wealth Management

A lifetime achievement for industry titans. This honor is reserved for an individual whose groundbreaking contributions have shaped the investing landscape and how we engage with the markets.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$1.54	--	--	N/A
Q4 '25	$1.24	$1.08	-13.01%	MISSED
Q3 '25	$1.21	$1.10	-9.41%	MISSED
Q2 '25	$1.29	$1.57	22.06%	BEAT
Q1 '25	$0.95	$0.87	-8.85%	MISSED

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