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Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is rallying as investors anticipate significant growth catalysts and capital allocation updates ahead of the company's investor day event. The community is actively debating the stock's momentum, with many focused on long-term supply-constrained market dynamics, the impact of a large-scale share buyback program, and the potential for a technical short squeeze.

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 as the community highlights the stock's massive revenue growth, record backlog, and strong fiscal guidance, all of which are fueling intense discussions about a potential short squeeze. Investors are actively debating the company's valuation gap compared to AI infrastructure peers and are monitoring for a sustained break above the $40 level to trigger further momentum.

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 experiencing a surge in investor interest driven by positive progress in the commercial manufacturing process and alignment with the FDA regarding comparability protocols for its lead candidate, CAN-2409. Community discussion is heavily focused on the company's path to a late-year BLA filing, with shareholders increasingly optimistic about institutional accumulation and the potential for a significant re-rating as milestones approach.

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 investor interest surges following the close of the Northern Data acquisition and strong Q3 revenue guidance, fueling speculation around an aggressive short squeeze. The community is actively debating the company's pivot into AI infrastructure, with many bulls pointing to massive GPU compute capacity and power assets as catalysts for a potential long-term price re-rating.

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 trending as investors digest a strong earnings report and raised guidance that highlights a networking supercycle, despite an initial sell-off driven by gross margin concerns. While some in the community point to potential market manipulation or algorithmic trading as the cause for the volatility, many investors view the current price drop as a buying opportunity given the company's solid long-term AI infrastructure momentum.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlist is trending as retail investors rally behind new legal maneuvers against major industry players like Micron, Super Micro, and HPE, fueling speculation about potential settlements and increased valuation. The community is actively discussing the stock's upward momentum, the strategic implications of recent licensing deals, and the expectation of future institutional interest as the company aims for a potential Nasdaq uplisting.

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

Cerebras Systems is experiencing significant volatility following a second-quarter earnings report that missed revenue expectations, despite the company raising its full-year guidance. The community is sharply divided, with some investors viewing the pullback as a buying opportunity while others express skepticism over the company's valuation, profitability, and impending share lockup expirations.

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 currently experiencing intense market activity as investors drive a short squeeze fueled by robust quarterly earnings and upward analyst revisions. The community is heavily focused on the stock's volatility, with vocal debates between long-term supporters of its AI infrastructure thesis and those betting against the stock's rapid surge.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

Biocryst Pharmaceuticals is facing significant downward volatility as investors express frustration over price manipulation and the stock's failure to maintain recent gains. While the community remains divided between those betting on long-term growth from pediatric rollout and future pipeline readouts, many are actively calling for share buybacks and a potential buyout to resolve what they perceive as stagnant performance.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is currently facing downward pressure following reports of a European regulatory investigation into its acquisition of German electronics retailer Ceconomy, prompting concerns over potential state-subsidy scrutiny. Meanwhile, community sentiment remains highly divided between those betting on the stock as a deeply undervalued long-term holding and others frustrated by persistent underperformance and lagging price action compared to global tech peers.

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LPKF Laser & Electronics SE engages in the provision of laser-based solutions for the technology industry. It operates through the following segments: Electronics, Development, Welding, and Solar. The Electronics segment refers to the production systems for cutting print stencils, circuit boards, thin glass, and the etching of plastic circuit carriers. The Development segment includes circuit board plotters and ProtoLasers, primarily for electronics developers. The Welding segment comprises systems for laser beam welding of plastic components. The Solar segment develops and produces laser scribers for the etching of thin-film solar cells and laser systems for the digital printing of functional pastes and inks. The company was founded by Jurgen Seebach, Klaus Barke, Klaus Sülter, and Bernd Hildebrandt in 1976 and is headquartered in Garbsen, Germany.

LPKF Laser & Electronics SE

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Hold rates steady

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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.

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