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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 experiencing significant after-hours volatility as investors react to a triple-digit revenue beat and a massive backlog exceeding $100 billion. While bulls point to accelerating AI infrastructure demand and strong margin expansion, the community remains divided, with skeptics highlighting the company's persistent net losses, high debt levels, and significant capital expenditure requirements.

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 is trending as investors digest a disappointing Q2 earnings report and a significant reduction in annual revenue guidance. While leadership points to suppressed global market prices and project timing as headwinds, the community remains divided between concerns over execution and a long-term bullish thesis centered on the companys role in critical mineral independence and future domestic defense contracts.

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 Inc. is trending as investors digest a strong earnings report featuring a significant revenue beat and raised guidance, fueling community optimism around its pivotal role in AI data center infrastructure. Despite some market volatility and debates over valuation, supporters highlight the company's ability to maintain premium margins due to limited supply in high-demand laser and optical connectivity components.

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 investors aggressively position themselves ahead of the company's upcoming earnings release, fueled by recent defense contract wins and the integration of autonomous drone technologies. The community is heavily focused on the stock's significant short interest, with many retail traders actively discussing the potential for a short squeeze as they closely monitor key technical resistance levels.

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 generating significant market buzz as it approaches its upcoming earnings report, with the community closely tracking the stock's volatility against the backdrop of an aggressive AI infrastructure buildout. Investors are heavily debating the clash between aggressive institutional backing from firms like Goldman Sachs and Nvidia versus high short interest led by prominent contrarian voices, creating intense speculation ahead of the results.

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 delivering a massive earnings beat and providing aggressive fiscal year guidance that significantly outpaced analyst expectations, signaling that demand for its AI infrastructure remains robust. Investors are heavily focused on the company's record backlog and cancellation of share dilution plans, fueling widespread speculation among the community about a potential short squeeze as they pressure the stock toward higher valuation levels.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending after reporting strong Q2 revenue growth that exceeded consensus expectations, with the company raising its FY26 guidance amid surging demand from aerospace and defense sectors. Investors are actively discussing the shift toward metal additive manufacturing as an industry-wide capacity bottleneck, while the stock sees high volatility driven by speculation regarding potential short squeezes due to significant short interest.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holding is experiencing significant volatility and negative market sentiment as investors react to a revenue miss and a guidance cut, highlighting concerns over cooling wholesale demand in the Americas. While the community remains divided between those calling the drop a major overreaction to a solid premium brand and others warning that high valuations and economic pressures make it a long-term risk.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is rallying on a massive surge in AI infrastructure demand, with investors responding positively to a significant hike in the company's AI-related order forecasts and strategic workforce restructuring. The networking giant is being highlighted by the community as an essential backbone for the AI compute ecosystem, sparking excitement about its potential to sustain long-term growth as a critical player in data center connectivity.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is seeing significant market momentum following the announcement of a strategic acquisition of key Boeing subsidiaries, including Wisk Aero and a profitable defense business. While the community is actively debating the implications of share dilution versus the long-term value of becoming an end-to-end aerospace and defense platform, sentiment remains highly charged as traders monitor the stock's ability to maintain these gains ahead of impending earnings.

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