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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 is currently at the center of intense discussion following a major acquisition of World View Enterprises and the doubling of its 2026 revenue guidance to at least $375 million. The community is actively debating the company's aggressive roll-up strategy, its strategic partnership with Palantir, and the long-term potential of its expanding multi-domain defense stack, with significant anticipation building ahead of the upcoming earnings call.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending as traders debate the viability of Elon Musk's ambitious 'Terafab' chip-manufacturing project against a backdrop of declining delivery forecasts and ongoing regulatory scrutiny. Community sentiment is deeply divided, with discussions oscillating between aggressive short-term momentum scalping on volatile news cycles and intense skepticism regarding the company's long-term valuation and fundamental direction.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV is currently experiencing extreme volatility and intense community debate surrounding a scheduled reverse stock split. Investors remain deeply divided, with many expressing frustration over long-term price declines and management performance, while a vocal group of traders speculates on a potential short squeeze or value recovery.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the Materials and Magnetics segments. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as investors digest the company's strategic positioning within the domestic rare earth supply chain and the implications of its ongoing public-private partnership with the Department of Defense. Community sentiment remains focused on the company's potential to benefit from government-backed price floors and expanding magnet production facilities, despite short-term volatility surrounding macroeconomic factors and sector-wide supply chain updates.

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

Fundrise Innovation Fund 

The Fundrise Innovation Fund (VCX) is experiencing significant volatility and aggressive upside momentum as retail traders speculate on the valuation of its underlying private tech holdings, including Anthropic, SpaceX, and OpenAI. The community is heavily focused on the restricted nature of the floatwith many early shareholders under a six-month lockupleading to intense debate between those anticipating a continued squeeze and skeptics warning that the current trading price represents an unsustainable premium to the fund's net asset value.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is experiencing high volatility as investors weigh the impact of a significant hyperscale transceiver order against concerns over ongoing share offerings and sector-wide profit-taking. The community is heavily divided, with traders closely tracking potential support levels while debating whether recent price surges represent long-term AI infrastructure growth or a speculative bubble.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is capturing significant market attention as investors eagerly anticipate upcoming earnings results and potential news on the Lunar Terrain Vehicle contract. The community is heavily focused on the company's ambitious revenue projections, with many debating whether the stock's current valuation fully reflects its long-term growth potential and backlog expansion.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is experiencing heightened volatility as retail traders debate whether the recent surge is a sustained breakout driven by AI-related infrastructure demand or a classic pump-and-dump scheme. Community discourse remains deeply polarized, with bulls pointing to edge computing growth while bears highlight heavy insider selling and the company's lack of profitability.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML is trending as investors digest the company's record quarterly bookings and robust order backlog, which signals sustained demand for its essential EUV lithography machines amid the global AI infrastructure buildout. The community is actively discussing the stock's significant long-term growth potential and its pivotal role as a "moat" asset in the semiconductor supply chain, even as some traders monitor valuation levels and volatility ahead of ongoing sector shifts.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is trending as investors digest a massive expansion of its capital raise plans to further increase its Bitcoin holdings, triggering intense community debate between bulls betting on a 'gamma squeeze' and bears warning of aggressive share dilution. Market participants are closely watching the stock's sensitivity to Bitcoin's price action and institutional inflows while debating whether the company's leverage strategy represents a generational opportunity or a significant long-term risk.

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Lumentum Holdings Inc. $LITE Shares Purchased by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. increased its holdings in Lumentum Holdings Inc. (NASDAQ:LITE - Free Report) by 707.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 994,478 shares of the technology company...

Lumentum (NASDAQ:LITE) Shares Up 3.2%  - Here's Why

Lumentum (NASDAQ:LITE) Stock Price Up 3.2% - Still a Buy...

Marshall Financial Group LLC Buys Shares of 6,379 Lumentum Holdings Inc. $LITE

Marshall Financial Group LLC purchased a new position in shares of Lumentum Holdings Inc. (NASDAQ:LITE - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 6,379 shares of the technology company's stock, valued at approximately...

<ul class="summary-bullets"><li>Vertiv plays a critical role in managing heat and power as AI-driven data centers grow more energy-intensive.</li><li>Lumentum and Coherent enable faster data transfer through advanced optical and laser technologies, overcoming the limitations of traditional wiring.</li><li>In early March, Nvidia invested $2 billion each in Lumentum and Coherent to advance AI-focused optical technologies.</li></ul>The S&amp;P 500 index is set to undergo a notable shift on Monday, signaling a broader change in how markets value the artificial intelligence boom as Dow Jones Indices adds Vertiv Holdings (VRT), Lumentum Holdings (LITE), Coherent (COHR), and EchoStar (SATS) to its benchmark lineup.&nbsp;Instead of focusing solely on software innovators, the index is turning to companies that provide the physical infrastructure needed to sustain rapid AI expansion.<h2 class="st-heading-2">AI Infrastructure Takes Center Stage</h2>The latest additions reflect a broader realization that advanced AI systems depend heavily on real-world systems such as energy management, cooling solutions and high-speed data transmission.After years of enthusiasm around algorithm development, investors are now prioritizing the underlying systems that enable those technologies to operate at scale.Vertiv, known for thermal management and power solutions, has become essential as data centers face rising heat loads from increasingly powerful AI chips. Its technology helps prevent system failures and ensures consistent performance in high-density computing environments.<a href="https://stocktwits.com/symbol/VRT">Vertiv stock</a> traded 3% lower in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_23_060304_png_add847148c.webp" alt="VRT’s Sentiment Meter and Message Volume as of 05:48 a.m. ET on Mar. 23, 2026 | Source: Stocktwits" width="928" height="97"><figcaption>VRT’s Sentiment Meter and Message Volume as of 05:48 a.m. ET on Mar. 23, 2026 | Source: Stocktwits</figcaption></figure>VRT stock has gained 57% year to date. Vertiv forecasts 2026 revenue of $13.25 billion to $13.75 billion, pointing to organic growth of roughly 27% to 29%. The company anticipates adjusted diluted EPS to range from $5.97 to $6.07. By comparison, analysts tracked by Koyfin estimate revenue at $12.39 billion and EPS at $5.33.<h2 class="st-heading-2">Photonics Firms Gain Momentum</h2>Both Lumentum and Coherent are being recognized for their work in optical networking and laser-based systems. As traditional wiring struggles to keep up with escalating data demands, these firms provide optical infrastructure that enables faster, more efficient communication between computing systems.In early March, Nvidia Corp. (NVDA) entered long-term agreements with Lumentum and Coherent, investing $2 billion in each company to develop optical technologies essential for future AI systems.The partnerships center on joint research, production, and innovation efforts to strengthen large-scale AI infrastructure.&nbsp;LITE and COHR has gained over 91% and 37%, respectively, year-to-date.&nbsp;EchoStar adds another dimension by extending connectivity beyond terrestrial networks. Its satellite and wireless technologies enable communication in remote or hard-to-reach areas, supporting applications ranging from autonomous systems to global data access.SATS has gained over 1% year-to-date. At the time of writing,&nbsp;the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was down 0.8%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crcl-coin-mara-slide-premarket-as-bitcoin-falls/cZ3mEiNRI0c">CRCL, COIN, MARA Slide Pre-Market As Bitcoin Fails To Hold $68,000 Again</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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VRT, LITE, COHR, SATS Set To Join S&P 500 As 'Physical AI' Trade Gains Momentum

The new entrants underscore a growing understanding that advanced AI relies on physical infrastructure, including power systems, thermal control and rapid data connectivity.

Equity

The new entrants underscore a growing understanding that advanced AI relies on physical infrastructure, including power systems, thermal control and rapid data connectivity.


Oliver Luxxe Assets LLC Has $480,000 Holdings in Lumentum Holdings Inc. $LITE

Oliver Luxxe Assets LLC decreased its position in shares of Lumentum Holdings Inc. (NASDAQ:LITE - Free Report) by 93.2% in the 4th quarter, according to the company in its most recent Form 13F filing...

Hudson Bay Capital Management LP Acquires Shares of 18,900 Lumentum Holdings Inc. $LITE

Hudson Bay Capital Management LP acquired a new stake in Lumentum Holdings Inc. (NASDAQ:LITE - Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 18,900 shares of the technology company's stock...

Central Pacific Bank Trust Division Lowers Stake in Lumentum Holdings Inc. $LITE

Central Pacific Bank Trust Division lessened its position in Lumentum Holdings Inc. (NASDAQ:LITE - Free Report) by 99.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,379 shares of the technolog...

QP Wealth Management LLC Invests $2.45 Million in Lumentum Holdings Inc. $LITE

QP Wealth Management LLC acquired a new stake in Lumentum Holdings Inc. (NASDAQ:LITE - Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 6,655 shares of the technology company's stock, valued at approximatel...

Lumentum Holdings Inc. $LITE Shares Sold by Capital Advantage Inc.

Capital Advantage Inc. lowered its holdings in Lumentum Holdings Inc. (NASDAQ:LITE - Free Report) by 64.4% during the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,173 shares of the technology company's stock after selli...

AIA Group Ltd Makes New $741,000 Investment in Lumentum Holdings Inc. $LITE

AIA Group Ltd acquired a new stake in Lumentum Holdings Inc. (NASDAQ:LITE - Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission...

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.

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