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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 facing a significant sell-off after the DOJ unsealed an indictment charging three associatesincluding a co-founder and board memberwith a scheme to smuggle high-performance Nvidia-based servers to China. While the company stated it is not a named defendant and has taken disciplinary action, investors are reacting with intense volatility as the news reignites long-standing community concerns regarding the firm's governance, internal controls, and ties to leadership scandals.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is currently trending as investors closely monitor the pivotal Phase 3 REGAL trial for its lead candidate, GPS, following a recent corporate update that confirmed a strong cash position and ongoing progress. The community remains deeply divided, with bulls pointing to the potential for a curative outcome and a buyout scenario as the trial nears its final 80-event milestone, while bears express skepticism regarding trial design, the lack of transparency on interim event counts, and concerns over continued share dilution.

FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Freight, Corporate, Other, and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.

Fedex Corp

FedEx is trending following a strong quarterly earnings report where the company beat profit and revenue estimates, prompting management to raise their full-year guidance. Investors and the community are actively debating the sustainability of this growth amid ongoing industry pressures like fuel costs, parcel volume shifts, and the upcoming freight spin-off.

Tidal Trust II - Defiance Daily Target 2x Long SMCI ETF

Defiance Daily Target 2X Long SMCI ETF

Investors in the Defiance Daily Target 2X Long SMCI ETF (SMCX) are currently grappling with the aftermath of a reverse split and ongoing price volatility that has left many feeling trapped in significant losses. Community discussion is heavily focused on the effects of daily decay, frustration over market manipulation, and intense debate regarding whether the underlying asset can sustain a recovery sufficient to offset the impact of the split and negative sentiment.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is trending as investors rotate into the space and defense sector, bolstered by strong recent earnings, a significant revenue beat, and a rapidly expanding government backlog. The community is actively discussing its momentum as a critical infrastructure play, with many noting its growing institutional support and potential to capitalize on heightened geopolitical demand for satellite imagery.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is seeing significant market activity driven by a major partnership with Uber to deploy up to 50,000 autonomous R2 robotaxis, sparking intense debate among investors regarding the company's long-term scaling potential and ability to meet execution milestones. Community discussion remains polarized, with many cheering the validation from big tech as a massive growth catalyst while others remain skeptical of the timeline and the company's ongoing cash burn.

BRC Group Holdings, Inc. engages in the provision of financial services and solutions to the capital raising and financial advisory needs of public and private firms. It operates through the following segments: Capital Markets, Wealth Management, Financial Consulting, Auction and Liquidation, Communications, and Consumer. The Capital Markets segment provides investment banking, corporate finance, research, wealth management, and sales and trading services to corporate, institutional, and high net worth clients. The Wealth Management segment offers retail brokerage, investment management, and insurance, and tax preparation services. The Financial Consulting segment focuses on a variety of specialized advisory services spanning bankruptcy, restructuring, turnaround management, forensic accounting, crisis and litigation support, appraisal and valuation, real estate, and operations management. The Auction and Liquidation segment deals with retail liquidation services. The Communications segment is composed of a portfolio of companies acquired for attractive risk-adjusted investment return characteristics. The Consumer segment includes Targus and the Brands investment portfolio. The company was founded in 1973 and is headquartered in Los Angeles, CA.

BRC Group Holdings Inc.

B. Riley Financial Inc

B. Riley Financial is trending as investors weigh significant debt reduction moves and anticipation of the upcoming 10-K filing against persistent short selling pressure. The community is focused on the potential for a squeeze, highlighting the firm's concentrated insider ownership and its substantial stake in Babcock & Wilcox as key catalysts for a potential rerating.

Tower Semiconductor Ltd. engages in providing semiconductor solutions. It also offers technology and manufacturing platforms for integrated circuits (ICs) in growing markets such as consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense. It focuses on creating positive and sustainable impact on the world through long term partnerships and its advanced and innovative analog technology offering, comprised of a broad range of customizable process platforms such as SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS image sensor, non-imaging sensors, integrated power management (BCD and 700V), and MEMS. Its designs enable a quick and accurate design cycle as well as process transfer services including development, transfer, and optimization, to IDMs and fabless companies. The company was founded in 1993 and is headquartered in Migdal Haemek, Israel.

Tower Semiconductor Ltd.

Tower Semiconductor is currently trending as the community closely monitors the potential regulatory hurdles facing its acquisition by Intel, with many investors debating the stock's valuation as a standalone entity versus its buyout price. Enthusiastic discussion remains centered on the company's silicon photonics technology and its strategic importance within the AI infrastructure supply chain, keeping sentiment highly charged around both deal-related news and long-term industrial potential.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is seeing intense volatility driven by speculation around its role in the AI optical supply chain, with the community sharply divided between bulls betting on a semiconductor bottleneck squeeze and bears warning of a potential rug pull due to insider selling and lackluster revenue growth. Traders are actively debating the sustainability of the stock's massive year-to-date run, with significant focus on unusual options activity and fears of a dilutive equity offering given the company's limited cash position.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

The Fundrise Innovation Fund has triggered intense community interest and significant volatility following its NYSE debut, with traders closely monitoring its limited free float and restricted share structure. Discussions are heavily focused on the potential for massive price swings, with many participants comparing the momentum to other high-profile, low-float IPOs while debating the merits of holding versus attempting to trade the premium over net asset value.

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Shares of video-streaming platform Roku rose over 9% on Friday after Guggenheim reportedly upgraded the stock to ‘Buy’ from ‘Neutral’ while keeping a price target of $75.The brokerage expects investor enthusiasm to continue into the third quarter as the firm makes progress toward expanding video inventory advertising sales through third-party demand-side platforms and improved home screen monetization.Guggenheim also said its revised rating reflects the firm’s financial estimates being ahead of consensus for 2024 and 2025 and its attractive relative valuation.The brokerage, however, noted that its primary concerns remain unchanged. One of the firm’s worries is that leadership has been slow to take advantage of its dominant position in the connected TV marketplace. Guggenheim also noted that competition in the advertising and CTV marketplaces could pressure financial performance.Following the upgrade, retail sentiment on Roku shifted into ‘bullish’ territory (84/100) from ‘neutral’ zone a day ago, accompanied by high message volume (81/100). &nbsp;<figure class="image"><a href="https://stocktwits.com/symbol/ROKU"><img style="aspect-ratio:1898/520;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_08_23_at_10_23_13_AM_9db781beab.png" alt="Roku sentiment meter as of 10:07 a.m. ET on August 23, 2024" width="1898" height="520"></a><figcaption>Roku sentiment meter as of 10:07 a.m. ET on August 23, 2024</figcaption></figure>During the second quarter of fiscal year 2024, Roku reported a 14% year-over-year (YoY) rise in &nbsp;its net revenue at $965.20 million. However, the company’s average revenue per user (ARPU) remained flat at $40.68 YoY.The company said continued growth in scale and engagement, along with the execution of its monetization initiatives has positioned it strongly in the ongoing shift to streaming. For the second half of 2024, the firm expects these initiatives to help accelerate revenue from advertising activities.For the third quarter, the company estimates 11% YoY growth in its total net revenue at $1.01 billion with Platform revenue growing 9% YoY and Devices revenue growing 24% YoY.Stocktwits users are enthusiastic about the upgrade. A bullish user believes the stock may cross the $99 mark by the end of the year.<stembedurl>https://stocktwits.com/stanfrombrooklyn/message/583920998</stembedurl>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

Guggenheim expects investor enthusiasm to continue into the third quarter 

Roku Soars 9% After Guggenheim Upgrade: Here’s What Retail Is Thinking

Guggenheim said its revised rating reflects the firm’s financial estimates being ahead of consensus for 2024 and 2025 and its attractive relative valuation. 

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