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Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Reports of Oklo entering physical build mode for its planned 1.2 GW Meta data-center project, alongside DOE-backed regulatory support, are driving renewed interest in the nuclear-power and AI infrastructure theme. Traders remain divided, with bulls citing commercialization progress, PPAs and potential short-squeeze dynamics while bears focus on the lack of commercial revenue, dilution and insider selling.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

Hawkish Federal Reserve commentary and rising rate-hike expectations have driven a sharp selloff in SoFi and renewed focus on its sensitivity to interest rates. Traders are split between bears expecting further weakness and bulls arguing that potential hikes are already reflected in guidance, while S&P 500 inclusion remains a secondary speculative catalyst.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Expected ERCOT Batch Zero conditional classifications for Ciphers Texas data-center projects are driving attention, with traders debating whether the review will validate its power pipeline and strengthen its AI/HPC infrastructure thesis or expose regulatory delays. The community is also watching for a new hyperscaler lease, while reactions remain split between dip-buying optimism and concern over sustained sector weakness and volatility.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Nvidias strong earnings and sustained AI-infrastructure demand are fueling bullish interest in Intel alongside speculation that potential U.S. semiconductor tariffs could favor domestic manufacturing. Traders remain divided, with some expecting an Intel-Nvidia partnership or foundry developments, while others attribute weakness to broader semiconductor volatility, interest-rate concerns, and the lack of a confirmed Intel-specific announcement.

Direxion Shares ETF Trust - Direxion Daily S&P Biotech Bear 3X ETF

Direxion Daily S&P Biotech Bear 3X Shares

A sharp biotech-sector rally, supported by Moderna-related momentum and repeated biotech acquisition activity, has put LABDthe 3x inverse biotech ETFunder pressure and made it a focus for traders. The community is split between expecting an overbought XBI reversal driven by elevated yields, rate concerns and bearish seasonality, and warning that the sectors breakout may continue, making LABD a high-risk short-term trading vehicle.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcoms upcoming quarterly earnings report is the dominant catalyst, with traders focused on whether AI-chip demand, OpenAIs custom Jalapeo chip, hyperscaler bookings and forward guidance will support a beat-and-raise outcome. Sentiment is sharply divided: bulls expect renewed AI-driven momentum after the pullback, while skeptics cite elevated expectations, debt-financing concerns, potential Google/Marvell competition and the stocks persistent underperformance.

Bank of Montreal engages in the provision of banking and financial services to individuals and institutions. It operates through the following segments: Canadian Personal and Commercial Banking (Canadian P&C), United States Personal and Commercial Banking (U.S. P&C), BMO Wealth Management, BMO Capital Markets, and Corporate Services. The company was founded by Robert Armour, John C. Bush, Austin Cuvillier, George Garden, Horatio Gates, James Leslie, George Moffatt, John Richardson and Thomas A. Turner on June 23, 1817 and is headquartered in Montreal, Canada.

Bank of Montreal - MicroSectors Gold Miners 3X Leveraged ETN

A sharp selloff and extreme volatility in gold miners has driven attention to GDXU, with traders citing risk-off market flows, Iran-war developments, oil costs and uncertainty around Fed policy. The community is split between short-term bears expecting further downside and dip buyers who view the decline as a reset before gold and miners resume higher, while many emphasize the risks of the ETNs 3x leverage and decay.

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

Renewed U.S.-Iran strikes near the Strait of Hormuz are driving attention, with traders focused on possible retaliation, higher oil prices, inflation, and pressure on Treasury yields and equities. The community is split between bearish concerns about escalation and a rate hike versus bullish expectations that a ceasefire, peace deal, or Venezuelan oil agreement could revive the market.

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.

The sharp decline is being attributed to warrant-redemption-related dilution and broader weakness across high-beta AI/neocloud stocks, with some traders also citing insider selling and macro rate concerns. Bulls argue the selloff overlooks strong Q2 growth, multi-billion-dollar contracted demand, NVIDIA-related partnerships and expanded GPU capacity, while skeptics remain focused on execution, future capital raises and dilution risk.

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

Anticipation and uncertainty around SMCIs Form 10-Kparticularly whether it will be filed by the deadline and show remediation of internal-control and accounting weaknessesdominates the discussion. Traders are split between expecting a clean filing to ease the governance discount and fearing a delay or adverse disclosures, while bullish views cite strong AI infrastructure demand and recent partnerships as support for the business.

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TE Stock Pops 9% After Norway Backs Data Center Plans For Idle Battery Factory

Equity

On Thursday, a committee of the Mo i Rana municipal government approved a permit to rezone 161,000 square feet of TE’s idle campus for industrial or data-center use.


Can T1 Energy's U.S. Solar Supply Chain Drive Its Next Phase of Growth?

TE's G2_Austin facility, domestic cell strategy and KORE Power acquisition could reshape its role in U.S. solar and storage.

T1 Energy (TE) Q2 2026 Earnings Call Transcript

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Image source: The Mo...

Zacks Industry Outlook Highlights First Solar, Enphase Energy and T1 Energy

Solar demand remains strong, but policy shifts and tariffs reshape the outlook, putting First Solar, Enphase Energy and T1 Energy in focus.

3 Solar Stocks to Watch as Policy Shifts Reshape the Industry

FSLR, ENPH, TE: Strong solar demand faces policy and tariff headwinds, putting three stocks in focus as the U.S. market outlook evolves.

T1 Energy Q2 Earnings Call Centers on G2 Funding and U.S. Solar Buildout

TE centers its Q2 earnings call on G2_Austin financing and construction while targeting stronger output and expanding U.S. solar deals.

Wall Street Crowns First Solar As Clear Winner After Trump's Polysilicon Tariffs Create "Structural Floor" For Industry

Wall Street Crowns First Solar As Clear Winner After Trump's Polysilicon Tariffs Create "Structural Floor" For Industry

 Solar stocks are shining in premarket trading in New York after the Trump administration announced a new 15% tariff and a price floor on imports of polysilicon...

T1 Energy Stock Jumps Nearly 12% After Hours: Why It Is Trending

T1 Energy shares jumped 11.71% after hours after the company scheduled its second-quarter earnings release for Aug. 12.read more...

Vaalco Energy (EGY) Reports Break-Even Earnings for Q2

Vaalco Energy (EGY) delivered earnings and revenue surprises of -100.00% and +3.18%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

FTC Solar (FTCI) Reports Q2 Loss, Tops Revenue Estimates

FTC Solar (FTCI) delivered earnings and revenue surprises of -55.10% and +6.96%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

• Reported GAAP EPS of -$0.16 up 23.81% YoY
• Reported revenue of $250.13M up 88.40% YoY
• T1 Energy expects the run rate of production in Q3 and Q4 2026 will exceed Q2 2026 production and believes 2026 production will fall within the higher end of its range.

T1 Energy reported increased net losses and negative operating cash flows, while facing structural risks from geographic concentration in Texas and dependence on a limited number of supply chain partners.

T1 Energy strengthened its competitive position through the acquisition of advanced TOPCon solar technology, secured a major offtake contract with Clearway Energy Group, and raised its full-year 2026 solar production targets.

T1 Energy, Inc. engages in providing energy solutions focused on solar module and solar cell manufacturing. It focuses on building an integrated U.S. supply chain for solar and batteries. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

Bearish Sentiment

$ALAB

$WULF

$CRML

$ALAB, $TE, $WULF, and $CRML are pulling back hard today. Which are you most interested in buying right now?

Which pullback are you most interested in buying - $ALAB, $TE, $WULF, or $CRML?

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Astera Labs Inc

TeraWulf Inc

Critical Metals Corp.

Which pullback are you most interested in buying - 

Current Price	$4.79
Prev Close	$4.96
Open	$4.95
Dividend Yield	0.00%
50-Day Moving Average	$6.16
Beta	2.46
Avg. Volume	39.63M
PE Ratio	-2.42

52-Week High	$12.49
52-Week Low	$1.59
Market Capitalization	$1.41B
EPS (Annual)	-$2.19
Price to Book	6.66
Revenue Per Employee	$1.34M

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