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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 surging after reporting significant year-over-year revenue growth and a massive backlog exceeding $100 billion, fueling strong investor optimism regarding sustained AI infrastructure demand. While the community remains divided over the company's heavy debt load and high capital expenditures, the positive earnings beat has triggered significant short-covering pressure and sparked enthusiasm for broader AI-linked stocks.

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 in conversation following a blowout earnings report that shattered expectations, highlighted by an aggressive guidance for FY2027 and the surprising announcement that the company has no near-term plans to utilize its at-the-market share offering. Investors and community members are actively debating the stark valuation disconnect, with many bulls interpreting the massive earnings beat and record backlog as a definitive signal to squeeze shorts and re-rate the stock toward higher price levels.

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 generating significant market buzz as it heads into its upcoming earnings release, with investors closely watching for guidance on infrastructure demand and potential deal flow. While the stock has seen high volatility fueled by intense debates between retail bulls and notable short-interest positioning, the community remains heavily focused on how the company's expansion plans and partnerships will validate its long-term AI growth narrative.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is facing renewed downward pressure and volatility as investors react to a significant downgrade from JPMorgan, which cited ongoing revenue headwinds from a marketplace reset in Greater China and a challenging multi-year turnaround. While the community remains deeply divided, with many traders frustrated by the stock's prolonged downtrend and others aggressively averaging down to capitalize on the lower valuation, the stock continues to struggle against broader sector weakness.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as investors rally around a new multi-million-dollar defense tender win while monitoring a high short interest position ahead of earnings. Community discussion remains polarized, with some anticipating a potential short squeeze fueled by institutional interest, while others express concerns over historical price volatility and dilution risks.

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 a significant surge as investors capitalize on its critical role as a supplier for the aerospace and defense sectors, specifically following positive earnings that highlights strong demand for its metal additive manufacturing solutions. The community is actively discussing the company's growth phase and capacity expansion, with many investors maintaining a long-term bullish outlook while anticipating continued momentum.

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 seeing increased investor focus following a strong earnings report that highlighted record revenue and raised guidance, underscoring the company's critical role in the accelerating AI data center infrastructure buildout. Market participants are actively discussing the stock's potential for further gains, weighing the impact of insatiable AI demand against broader concerns regarding IV crush and potential market rotation.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

On Holding is experiencing significant volatility and price depreciation following a recent earnings report where revenue fell short of analyst expectations, despite underlying strength in gross margins and direct-to-consumer sales. The community is actively debating whether this pullback represents an attractive buying opportunity for a premium growth brand or if decelerating momentum in the Americas signals a broader, more persistent shift in market demand.

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 Systems is surging following a strong quarterly earnings report that featured a significant increase in AI infrastructure order projections and a strategic workforce restructuring to prioritize high-growth segments. The community is actively debating whether this move marks a sustainable re-rating for the stock as a critical player in AI networking or if the rapid price action reflects an overextended sentiment similar to previous market cycles.

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 following a strong quarterly performance where the company delivered a double beat on earnings and revenue while raising its full-year guidance. Investors and community members are actively debating the stock's premium valuation compared to its rapid store expansion and category-leading growth, with bulls viewing the initial post-earnings price volatility as a shakeout of weak hands.

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Seagate Technology Gains From AI Boom: Is Long-Term Growth Secured?

STX is riding AI-driven storage demand, with data center growth, long-term capacity deals and its HAMR-based Mozaic platform supporting expansion.

Can Silicon Motion's New MonTitan SSD Solution Drive Growth?

SIMO's MonTitan SSD RDK targets AI infrastructure with predictable latency, sustained data processing and storage for demanding Agentic AI workloads

Can Western Digital Expand Margins on Higher-Capacity Drives?

WDC's higher-capacity drives are lifting margins as favorable pricing, lower costs and new ePMR products support further expansion.

WDC Beats Q4 Expectations: More AI-Driven Upside Ahead for the Stock?

Western Digital's 44% revenue growth, expanding margins and strong AI-driven storage demand signal continued earnings momentum.

Does STX Stock Still Have More Room to Run After Solid Q4 Earnings?

Seagate's AI-driven storage boom, faster HAMR adoption and strong cash flow fuel growth, but a higher valuation makes the risk-reward more balanced.

Seagate Technology (STX) Could Keep Surging as Storage Prices Rise

Seagate Technology (STX) Could Keep Surging as Storage Prices Rise...

Nasdaq 100 Movers: STX, ABNB

In early trading on Friday, shares of Airbnb topped the list of the day's best performing components of the Nasdaq 100 index, trading up 14.0%. Year to date, Airbnb registers a 27.4% gain.

And the worst performing Nasdaq 100 component thus far on the day is Seagate Technology...

Buy 5 Top-Ranked Growth Stocks for August to Tap Market Rally

MU, STX, FIX, VRT and CLS are growth stocks for August, with AI-driven demand highlighting opportunities in the ongoing market rally.

Western Digital Q4 Earnings Beat as Revenue Jumps 44% on Cloud Demand

WDC tops Q4 fiscal 2026 earnings and revenue estimates as strong storage demand lifts results and supports upbeat fiscal 2027 guidance.

MU, WDC, SKHY, AMD — VanEck’s Nicholas Frasse Downplays Volatility In Semiconductor Stocks, Says Chip Trade Is Still Very Strong

Equity

During an interview with CNBC, Frasse said that the current downturn and volatility in chip and memory stocks is just a reversion to the mean more than anything else.

$STX Q4 '26 Earnings Results & Recap

• Reported GAAP EPS of $5.75 up 150.00% YoY
• Reported revenue of $3.63B up 48.49% YoY
• Seagate Technology provides guidance for its fiscal first quarter 2027, expecting revenue of $4.1 billion, plus or minus $100 million, and non-GAAP diluted EPS of $7.30, plus or minus $0.20.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Singapore.

Seagate Technology Holdings Plc

Bearish Sentiment

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Memory stocks have been on an incredible run over the last year but many investors are wondering if there is still room to the upside. Are you still bullish? If so, let others know which you would still be buying right now and why.

Are you still bullish on memory stocks? 
 
If yes, drop a comment with the ticker of the memory stock you would still buy today.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '27	$7.36	--	--	N/A
Q4 '26	$5.10	$5.71	11.96%	BEAT
Q3 '26	$3.51	$4.10	16.65%	BEAT
Q2 '26	$2.83	$3.11	9.79%	BEAT
Q1 '26	$2.40	$2.61	8.71%	BEAT

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Latest Earnings Results: Q4 '26

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