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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

Netlists patent-license and settlement agreement with Micron, which resolves their pending litigation, is driving attention. Traders largely welcomed the recurring licensing deal as validation of Netlists IP, while some questioned whether the terms were generous enough and pointed to profit-taking; hopes for further agreements with SK Hynix or Google remain speculative.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Reports of a suspected plague-related death at a Russian research institute have fueled outbreak-themed buying in NVAX, while traders debate whether the high-volume move could prompt a short squeeze. Others question the connection because Novavax has no plague vaccine and call the move speculative, while pointing to the Sanofi Nuvaxovid rollout and Matrix-M partnership potential.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells Investor Day outlook is driving attention, with management outlining stronger long-term revenue expectations and a larger AI opportunity tied to custom silicon and data-center infrastructure. Traders largely welcomed the guidance and rallied the shares, though some warn of a sell-the-news pullback and question whether gains will hold.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is drawing attention after traders said its at-the-market share-sale program has concluded, easing concerns about dilution that had weighed on the stock. Bulls see room for a rebound, citing demand for optical connectivity in AI data centers, while skeptics remain wary of the stocks volatility and execution risks.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrikes rally is drawing attention as traders frame cybersecurity as an AI-safety play, citing rising concern about AI-driven threats and analyst optimism about security spending. Bulls are leaning on the momentum, while skeptics point to the stretched valuation and insider selling.

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 Runs announcement of a five-year AI cloud compute agreement with a sovereign AI company is driving attention, with the deal adding to its contracted business and using NVIDIA systems. Traders welcomed the news after a sharp selloff, though some remain wary that gains may fade amid the stocks recent volatility.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

ASTS is drawing attention after a U.S.-Japan statement highlighted its Rakuten satellite partnership and TELUS completed a network integration test, while BlueBird satellites 1416 moved toward launch. Bulls are citing the commercial milestones and speculating about a short squeeze, while skeptics point to launch delays and question whether the progress will translate into execution.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Constellations newly announced 20-year nuclear power agreement with Google, including 890 MW of new capacity, is driving attention. Traders largely view the deal as validation of CEGs role in meeting AI data-center power demand, though some remain cautious about whether the stock can sustain its move after past deal-related pops faded.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Bullish analyst commentary and expectations for SpaceXs AI/data-center, Starlink and Starship growth dominate discussion around the sharp rally, with traders also citing momentum and a possible short squeeze. Others argue the valuation and cash burn are stretched and point to upcoming share unlocks as potential selling pressure.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. 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

Microns strong earnings and AI-driven memory demand are being weighed against a share price that traders say has stalled and lagged other chip stocks. The community is split between investors expecting tight memory supply and future buybacks to support a rebound, and skeptics concerned that peak-cycle fears and continued choppy trading will persist.

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Roundhill ETF Trust - Roundhill Photonics & Optics ETF

Bearish Sentiment

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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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$LYTE I like this opportunity.  Underlying companies like  Cigna are selling below market and have great opportunity to grow quickly.  Shares sell at $360 +/- and could  go to $550 quickly.  Others have similar growth opportunities.  Go Lyte.

Joel Mason

$LYTE just follow some of the earlier Roundhill Stf offerings.  DRAM also began at $25 and today is $59.00.  I don’t believe it will take long.

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LYTE Roundhill ETF Trust - Roundhill Photonics & Optics ETF

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