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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 surging as investors react to strong earnings results that highlighted significant revenue growth and a positive shift to profitability, effectively countering bearish short-selling narratives. Community sentiment is overwhelmingly bullish, with active discussions focusing on the potential for a major short squeeze and the company's aggressive expansion plans in the AI cloud infrastructure sector.

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 trending following a strong quarterly report that exceeded revenue expectations and highlighted an accelerating demand for AI infrastructure, fueled by a massive and growing backlog. While the company's robust forward guidance and expanded customer commitments have ignited bullish momentum, investors remain deeply divided, with many debating the sustainability of the company's heavy debt load and high capital expenditure relative to its current profitability.

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 following a blockbuster earnings report that beat analyst expectations and featured robust FY27 revenue guidance, prompting the company to suspend its previously planned stock dilution program. Investors are actively discussing the stock's significant undervaluation relative to its massive order backlog and revenue growth, fueling intense speculation about a potential short squeeze as Wall Street analysts begin to revise their price targets upward.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The SPY is currently trading in a tight, range-bound pattern as investors brace for the latest inflation data release, which many in the community anticipate will be heavily managed or "cooked" by government officials to appear in line with expectations. Despite ongoing geopolitical tensions and skepticism regarding economic health, traders are intensely focused on how this key data point will dictate the next move for interest rates and the broader market's ability to maintain its current levels.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is seeing increased trader interest ahead of its upcoming earnings report, with the community actively debating whether the company's strong revenue growth and significant contract backlog will lead to a breakout. While investors remain cautious regarding sector-wide volatility and broader market headwinds, many are closely monitoring the stock's ability to maintain upward momentum as it builds out its launch and defense capabilities.

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 Corp is facing heightened volatility following a significant downward revision to its 2026 revenue guidance, attributed to lower market prices for antimony and delivery shifts. Despite the financial miss and resulting share price pressure, the community remains actively divided between investors frustrated by management's execution and those maintaining a bullish long-term thesis centered on the company's status as the only fully integrated domestic antimony producer.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is experiencing intense momentum as the community reacts to positive Phase 3 Voyage study results for its lead anxiety drug, with traders actively debating the stock's valuation, dilution impacts, and potential for further clinical breakthroughs. Investors are closely monitoring price action as the company shifts from a developmental asset toward potential commercial readiness, keeping the symbol trending due to its volatile mix of breakthrough clinical milestones and institutional-led equity offerings.

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 experiencing heightened volatility and strong community interest driven by institutional growth projections and its strategic role in the aerospace and defense manufacturing sectors. Investors are actively debating the potential for a short squeeze as the stock navigates technical support levels following recent fluctuations.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending as investor sentiment remains bullish following impressive Q2 earnings that showed strong same-store sales and robust traffic growth, effectively silencing Cyclospora-related concerns. While the stock has faced some valuation-based volatility and short-term profit-taking, the community remains divided between those who view it as a high-growth 'best of breed' long-term compounder and skeptics wary of its premium P/E multiple.

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 is trending as investors react to a significant earnings beat and raised guidance that highlights accelerating AI-driven demand for optical connectivity. The community is actively debating the company's laser technology moat, while bullish sentiment is further bolstered by multiple analyst price target upgrades post-earnings.

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Melius Research's Ben Reitzes Says Chip Stocks Selloff Was The 'Exclamation Point' — 'Semis Are Ripping, And I Think They Should Be'

Equity

During an interview with CNBC, Reitzes said investor concerns over AI returns on investment, open-source models and forced selling had clouded the outlook for chipmakers.

The Zacks Analyst Blog Highlights SQQQ, PSQ, QID, TECS, BERZ and SOXS

SQQQ headlines a market update as the Fed held rates steady for a fifth meeting while major earnings from tech leaders shaped investor sentiment.

Trouble Intensifies for AI-Fueled Tech Rally: Inverse ETFs to Benefit

AI stocks face heightened pressure from rising oil prices and correction fears. Inverse ETFs could benefit from further weakness.

PANW vs CRWD vs AVGO: Morningstar Has A 'Top Pick' Trading At A 40% Discount After Earnings 

Morningstar called AVGO one of its top tech picks, forecasting nearly $200 billion in AI revenue by fiscal 2028.

Chip Stocks Are The Most Overbought Since The Dot Com Bubble, But Markets Are Still Piling In 

The Direxion Daily Semiconductor Bull 3X Shares (SOXL) has attracted a record inflow of more than $1.03 billion on Tuesday, according to The Kobeissi Letter. 

Nvidia Stock Jumps Overnight: Trump Confirms ‘The Great’ Jensen Huang Is Part Of Official China Trip

Trump is bringing along more than a dozen U.S. business executives to Beijing this week, where he said he will urge Chinese President Xi Jinping to “open up” China.


Michael Burry Adds To NVDA, QQQ Puts, Warns AI Trade Resembles Dot-Com Bubble — ‘Pattern And Level Is Closer Than Numbers Alone Suggest’

Burry compared the ongoing semiconductor rally to the dot-com era boom, overlaying the Philadelphia Semiconductor Index from 1996-2000 with its performance since 2022 to highlight similarities between the two runs.

AMD Stock Soars On Q1 Data Center Revenue Surge, Upbeat Q2 Guidance

Expects Q2 revenue of $11.2 billion, exceeding expectations of $10.5 billion.

Michael Burry Says SOX 'Will Return To Earth' — And Reveals Fresh $330 Puts On Key Semiconductor ETF

The contrarian investor revealed in a Substack post that he has purchased puts on the iShares Semiconductor ETF (SOXX), a popular exchange-traded fund tracking American semiconductor companies, and noted that it is a new position. 

U.S.-China Trade Tensions Stiffen: ETF Areas Likely to Lose the Most

As U.S.-China trade tensions intensify again, ETFs like SMH, XLK, TSLT, BJK, XRT, RTH, LGHT, and USO are likely to come under pressure.

SOXS is the Direxion Daily Semiconductor Bear 3X ETF, a leveraged inverse fund designed to deliver approximately three times the opposite of the daily return of the NYSE Semiconductor Index. It generally rises when semiconductor stocks fall and falls sharply when they rise, making it a short-term tactical trading tool rather than a conventional long-term investment. Because it resets daily, compounding and volatility can cause its performance over periods longer than one day to differ substantially from simply −3× the index’s cumulative return; it is therefore high risk.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Bearish Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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