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Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending due to significant community anticipation surrounding its pivotal role in next-generation AI data centers, particularly with its advanced power solutions crucial for high-density computing infrastructure. The company's upcoming participation in a key industry conference is fueling discussions, as many investors speculate on potential news catalysts and the high short interest driving a prospective squeeze.

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), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), 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 NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. 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

Intel is trending following a high-profile meeting between its CEO and President Trump, where Trump publicly praised the company's US-based chip manufacturing and the profitable government investment. This has sparked intense community discussion, with many anticipating significant partnerships and a successful foundry turnaround driven by new technologies, while others remain cautious, attributing the stock's momentum primarily to political influence rather than fundamental shifts.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is actively discussed following its acquisition of a mobile analysis facility that will dramatically expedite rare-earth assay results from its key Greenland project. This development aligns with intense geopolitical focus on Greenland's critical mineral potential, as the community eagerly anticipates outcomes from high-level U.S.-Danish-Greenlandic meetings and speculates on CRML's strategic importance in securing Western rare-earth supply chains.

Portillo's, Inc. serves street food through high-energy, multichannel restaurants designed to ignite the senses and create a memorable dining experience. The company was founded on June 8, 2021 and is headquartered in Oak Brook, IL.

Portillos Inc - Ordinary Shares - Class A

Portillo's is trending due to the undeniable success of its new Kennesaw, GA location, which is driving significant sales and validating the brand's expansion potential outside its home market. The community is actively debating the company's deep undervaluation and high short interest, fueled by anticipation of a new CEO announcement and potential relief from fluctuating beef prices.

Travere Therapeutics, Inc. is a biopharmaceutical company. It engages in the identification, development, commercialization, and distribution of therapies to people living with rare diseases. The firm's products include Chenodal, Cholbam, and Thiola. The company was founded by Martin Shkreli on February 7, 2008 and is headquartered in San Diego, CA.

Travere Therapeutics Inc

Travere Therapeutics is experiencing significant volatility and a pre-decision sell-off as the market reacts to the FDA's recent request for additional clarification on the clinical benefit of FILSPARI for the FSGS indication. While some investors view this information request as a strong signal for a potential Complete Response Letter or delay, leading to sharp declines, others are actively buying the dip, viewing the steep decline as an overreaction given the drug's strong efficacy and high unmet need. The community is actively debating whether this is a common regulatory step or a fundamental setback for a therapy poised to become the first approved treatment for FSGS, a rare kidney disorder.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal ($PYPL) is trending due to a stark divergence between its perceived value and market performance, fueling intense community debate. While recent analyst downgrades and a challenging price action frustrate many, bulls emphasize strategic AI partnerships, significant buybacks, and potential upside from proposed credit card rate caps for its BNPL offerings, asserting the stock is fundamentally undervalued despite persistent skepticism.

Monero

Monero (XMR) is trending amidst a renewed and intense community discussion around the critical importance of privacy in the crypto space, with many hailing it as the "real Bitcoin." The immediate catalyst appears to be its recent price momentum and ongoing debate over privacy-focused assets, especially as users emphasize its resilience against institutional influence and delistings. The community is actively discussing Monero's fundamental utility as a truly private and censorship-resistant digital currency.

Ribbon Acquisition Corp. operates as a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded on July 17, 2024 and is headquartered in Tokyo, Japan.

Ribbon Acquisition Corp. - Ordinary Shares - Class A

Ribbon Acquisition Corp. is attracting significant attention as a 'fresh SPAC,' with community discussions highlighting a recent vote and anticipation of a catalyst. Many are observing its small float and perceived low risk near its NAV, drawing comparisons to other SPACs that have seen rapid movements.

CRISPR Therapeutics AG is a gene editing company, which engages in the development of transformative gene-based medicines for serious diseases using its proprietary CRISPR/Cas9 platform. Its CRISPR/Cas9 platform is a gene editing technology that allows for precise, directed changes to genomic DNA. The firm offers a portfolio of therapeutic programs across a broad range of disease areas including hemoglobinopathies, oncology, regenerative medicine, and rare diseases. The company was founded by Rodger Novak, Emmanuelle Charpentier, Shaun Patrick Foy, Matthew Porteus, Daniel Anderson, Chad Cowan, and Craig Mellow on October 31, 2013 and is headquartered in Zug, Switzerland.

CRISPR Therapeutics AG

CRISPR Therapeutics is at the forefront of discussion following groundbreaking Phase 1 data for CTX310, showcasing deep and durable reductions in cholesterol and triglycerides from a single gene-editing dose, igniting community enthusiasm for its potential to revolutionize heart disease treatment. Investors are also eagerly anticipating pipeline updates, including for Type 1 Diabetes and Casgevy's market uptake, while persistent rumors of a significant buyout by a major pharmaceutical company continue to fuel speculation and highlight the stock's considerable short interest.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

Kendu Crypto is trending due to its exceptionally active and fiercely loyal community, which is relentlessly building a permissionless brand with numerous real-world products and initiatives. The conversation centers on its evolution from a meme to a robust brand, showcasing significant IRL efforts and a strong conviction for long-term growth across multiple blockchains. Enthusiasts are actively encouraging early participation, emphasizing dedication to building and a unique value proposition in the crypto space.

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Nebius Group (NASDAQ:NBIS) Stock Price Up 9.6% - Should You Buy?

Nebius Group (NASDAQ:NBIS) Shares Up 9.6% - What's Next...

Forget LLMs: Buy these 3 AI "Pick and Shovel" Plays Instead

During the proverbial (and actual) gold rush, the most consistent fortunes are made by those selling the "picks and shovels." While the LLM wars between tech giants continue to dominate the headlines, the real staying power and predictability lie in the AI infrastructure stocks. 

Can Nebius' Data Center Expansion Sustain Growth as Competition Rises?

NBIS' growth hinges on accelerating data center buildouts and power contracts as AI demand stays strong but capacity remains the bottleneck.


Is NBIS Building a Full-Stack AI Monetization Engine With NVIDIA Rubin?

Nebius will deploy NVIDIA's Rubin platform in 2H26, becoming one of the first AI cloud providers to offer Vera Rubin NVL72 in the U.S. and Europe.

Nebius Group (NASDAQ:NBIS) Shares Up 8% - Still a Buy?

Nebius Group (NASDAQ:NBIS) Stock Price Up 8% - Here's What Happened...

$100 Invested In Nebius Group 10 Years Ago Would Be Worth This Much Today

Is CoreWeave Building a Durable AI Moat With NVIDIA Rubin?

CRWV plans to deploy NVIDIA Rubin in 2026, expanding its AI cloud for agentic AI, reasoning models and large-scale inference workloads.

Nebius to Offer NVIDIA Vera Rubin NVL72 in US and Europe From H2 2026

Nebius (NASDAQ: NBIS) will deploy the NVIDIA Rubin platform through Nebius AI Cloud and Nebius Token Factory, unlocking next-generation reasoning and agentic AI capabilities for customers starting H2...

Nebius Group (NASDAQ:NBIS) Shares Up 3.2% - Still a Buy?

Nebius Group (NASDAQ:NBIS) Shares Up 3.2% - Still a Buy...

Nebius Group (NASDAQ:NBIS) Shares Up 7.5% - Here's What Happened

Nebius Group (NASDAQ:NBIS) Trading Up 7.5% - Here's Why...

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

Short-Term Volatility, Then Markets Move On

Sustained Risk-Off Until Fed Path Is Clear

Little Impact — Fundamentals Still Rule

Other – Comment Below

Markets pulled back after reports that the DOJ opened a criminal investigation into Federal Reserve Chair Jerome Powell, raising concerns about central bank independence. With rate cuts, inflation, and political pressure all in focus, how do you think this standoff will impact markets in 2026?

How Will the Powell Investigation Impact Markets in 2026?

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Nebius Group N.V. 

Traders are keenly watching NBIS as a major beneficiary of the escalating demand for AI compute infrastructure, fueled by massive investments like Meta's "Meta Compute" initiative.

Chatter intensifies around potential short squeezes and aggressive call option activity, with traders expecting a significant price acceleration driven by institutional plays.

Discussions highlight ongoing infrastructure development, including plans for a $6.6 billion, 1100 MW data center campus in Independence, MO, and a 400MW clean energy facility in NJ.

Traders are fixated on NBIS reclaiming and holding critical resistance levels above $100, with many expecting a significant surge if it breaks past $105-$108.

NBIS
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