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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 trending as investors aggressively price in the company's expanding AI infrastructure footprint and recent strategic acquisitions, with community sentiment driven by a potential short squeeze and anticipation of upcoming earnings. Enthusiastic discussions are centered on the company's competitive positioning as a 'fourth hyperscaler' and its ability to secure major multi-billion dollar contracts, leading to significant momentum that has pushed the stock to new highs.

Applied Digital Corporation

Applied Digital is seeing significant momentum and bullish sentiment driven by its recent spin-off of its cloud business into ChronoScale and continued confidence in its massive backlog of contracted AI data center revenue. The community is actively discussing a potential short squeeze, citing high short interest and anticipation that the stock will soon break through key technical resistance levels to reach new all-time highs.

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

Novavax is trending as investors weigh an upcoming earnings report against significant activist pressure to restructure the board and slash executive compensation. The community is focused on the potential for new licensing deals related to its Matrix-M adjuvant technology and upcoming clinical trial catalysts as a means to challenge a persistent bearish short thesis.

One Stop Systems, Inc. engages in the design, manufacture, and marketing of computing modules and systems targeting edge deployments. It deals with the design and manufacture of high-performance customized computer and flash arrays, in-flight entertainment, and connectivity and value-added reseller with minimal customization. It operates through the OSS and OSS Europe segments. The company was founded by Stephen D. Cooper and Mark Gunn in 1998 and is headquartered in Escondido, CA.

One Stop Systems Inc

One Stop Systems is seeing significant investor attention following a record-breaking earnings report that highlighted massive growth in bookings and a successful strategic pivot to focus on high-margin edge AI hardware. Community sentiment remains highly bullish, with many investors focusing on the company's role as a critical supplier for defense contracts and its potential for long-term rerating as an essential player in the expanding physical AI and ruggedized compute sectors.

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 Corp (SNDK) is surging due to a massive, structural supply shortage of NAND and DRAM memory chips, with experts predicting demand will remain bottlenecked through 2027-2028. While some community members warn of a parabolic bubble and profit-taking risks, bulls are actively debating potential stock splits and the company's long-term dominance in the AI infrastructure supply chain.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riot Platforms is trending as investors react to a pivotal transition toward AI infrastructure and high-performance computing, bolstered by a significant data center revenue beat and a partnership expansion with AMD. While some traders are expressing frustration over historical volatility and recent executive changes, the community remains actively focused on the stock's potential for a broader re-rating as it pivots to a vertically integrated energy and AI compute model.

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 currently trending as investors focus on the company's strategic pivot to becoming a full-stack AI cloud provider following its recent $625 million acquisition of Mirantis. Community sentiment is highly optimistic, with many traders closely monitoring the upcoming earnings report and speculating on potential multi-billion-dollar hyperscaler partnerships to confirm the company's growth trajectory.

Hut 8 Corp. engages in the development and operation of data centers at scale, supporting AI, high-performance computing (HPC), ASIC compute, and other energy-intensive technology applications. It operates through the following segments: Power, Digital Infrastructure, Compute, and Others. The Power segment manages the origination, development, and management of powered land and energy infrastructure. The Digital Infrastructure refers to the development, ownership, and operation of facilities designed to support next-generation, energy-intensive technology application. The Compute segment deals with operating businesses that deploy and monetize compute assets across next-generation energy-intensive technology. The Others segment offers equipment sales and repairs. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

Hut 8 is currently at the center of investor discussion following a massive 15-year, multi-billion dollar lease agreement for its AI data center campus, which has fueled a significant shift in its growth narrative from Bitcoin mining to high-performance AI infrastructure. While the company's aggressive pivot and large contract wins have driven substantial price appreciation and excitement among long-term holders, community sentiment remains polarized, with some debating the impact of ongoing debt-financing strategies and the company's valuation compared to peers.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending following an official determination from NOAA that its deep-seabed mining application is in full compliance, a move that clarifies the regulatory path toward commercial operations. Investors are actively discussing the significance of this milestone for potential permit approval by early 2027, with many in the community debating the stock's long-term potential as a critical player in global battery metal supply chains.

Seastar Medical Holding Corp. operates as a holding company whose subsidiaries manufacture and supply medical devices. The company was founded on June 6, 2007 and is headquartered in Denver, CO.

SeaStar Medical Holding Corp

SeaStar Medical is generating significant community excitement following positive SAVE registry data demonstrating the SCD device's potential to improve survival rates in pediatric AKI patients without significant safety concerns. Investors are actively discussing upcoming milestones, including the anticipated removal of FDA registry requirements, the expansion of hospital partnerships, and the broader clinical progress of the adult AKI trial, which addresses a much larger market segment.

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Wolverine Asset Management LLC Acquires New Position in Southern Company (The) $SO

Wolverine Asset Management LLC acquired a new stake in shares of Southern Company (The) (NYSE:SO - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 28,237 shares of the utilities provider's stock, valued at approxim...

Southern Company CEO Chris Womack on firm providing 25 years of stability

Southern Company chief executive officer Chris Womack on how the firm has been providing 25 years of stability...

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Horizon Investments LLC Has $4.19 Million Stock Position in Southern Company (The) $SO

Horizon Investments LLC reduced its holdings in shares of Southern Company (The) (NYSE:SO - Free Report) by 21.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 48,050 shares of the utilities provider's stock aft...

Southern Company (The) (NYSE:SO) Receives Consensus Rating of "Hold" from Analysts

Shares of Southern Company (The) (NYSE:SO - Get Free Report) have received a consensus recommendation of "Hold" from the twenty analysts that are covering the stock, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation, twelve have given a hold r...

Southern (NYSE:SO) Posts Quarterly Earnings Results, Beats Estimates By $0.11 EPS

Southern (NYSE:SO - Get Free Report) issued its earnings results on Wednesday. The utilities provider reported $1.32 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.21 by $0.11. The company had revenue of $8.40 billion during the quarter, compared to analyst...

Southern Company Boosted By Strong Utility Demand

Southern Company beats earnings estimates with solid growth across utility segments. Increased customer growth supports earnings.read more...

Vistra or Southern Co.: Which Utility Stock Looks Stronger in 2026?

Vistra's nuclear push and cheaper valuation give it an edge over Southern Company as utilities race to add clean power to their portfolio.

Jennison Associates LLC Reduces Holdings in Southern Company (The) $SO

Jennison Associates LLC decreased its position in shares of Southern Company (The) (NYSE:SO - Free Report) by 10.3% during the 4th quarter, according to the company in its most recent disclosure with...

Compared to Estimates, Southern Co. (SO) Q1 Earnings: A Look at Key Metrics

While the top- and bottom-line numbers for Southern Co. (SO) give a sense of how the business performed in the quarter ended March 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

The Southern Co is a holding company, which engages in the generation and sale of electricity. It operates through the following segments: Traditional Electric Operating Companies, Southern Power, and Southern Company Gas. The Traditional Electric Operating Companies segment refers to vertically integrated utilities that own generation, transmission and distribution facilities, and supplies electric services in the states of Alabama, Georgia, Florida, and Mississippi. The Southern Power segment constructs, acquires, owns, and manages generation assets such as renewable energy projects and sells electricity in the wholesale market. The Southern Company Gas segment distributes natural gas through natural gas distribution facilities in the states of Illinois, Georgia, Virginia, New Jersey, Florida, Tennessee, and Maryland. The company was founded on November 9, 1945, and is headquartered in Atlanta, GA.

Southern Company

Still early innings

Overdone

Consolidation due before next leg up

Memory stocks have surged over the past year - is the run overdone or still early innings?

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$1.00	--	--	N/A
Q1 '26	$1.21	$1.32	8.96%	BEAT
Q4 '25	$0.56	$0.55	-0.92%	MISSED
Q3 '25	$1.51	$1.60	6.13%	BEAT
Q2 '25	$0.88	$0.92	5.10%	BEAT

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