$SMCI announced plans to raise up to $7B through public offerings and an ATM program to fund AI server demand. The company revealed it recently received approx $39B in advanced AI server orders from over 20 customers, with proceeds securing necessary components.
$DELL received public praise from Trump, signaling alignment with current tech priorities. No longer just a PC play, Dell is fundamentally tied to AI servers, data centers, enterprise infrastructure, and government tech spending.
$OSCR looking at the monthly candle chart, the long-term trend is building up. Patience is key as we wait for the macro setup and technical patterns to play out over time.
$NIO Deutsche Bank's 304% Profit Growth Outlook Drowns Out Pentagon Military Tag Concerns
Nio rejected the Pentagon's designation as a 'Chinese military company,' calling it 'unjustified.'
$ASTS Ross Capital believes the company still holds a two-year lead over Starlink in the direct-to-device competition.
ASTS launch schedule is on track, and direct-to-smartphone broadband, ~100MHz spectrum, and 3,800+ patents.
$CRWV is turning to European bond issuance – retail investors see CRWV shares as a “good long-term buy” above current levels.
According to Bloomberg, CoreWeave plans to evaluate potential financing deals, which could include dollar- and euro-denominated bonds.
$KRKNF successfully held its trendline and broke above resistance. The main story is the pending Covelya acquisition, which could scale the revenue base by 250%+. Merging subsea robotics and sensor tech drastically expands their TAM and changes the long-term valuation thesis.
$IBRX today will be a fantastic test of that $6.95 - to $7 support zone. If the shorts can't blow through it on a day like today it will take bad news from the company for it to happen or a very prolonged time with no good news. Will be interesting to see what the close is.
$ACHR ACHR’s Strong Liquidity, Limited Revenue
ARK sold about 2.2 million Archer Aviation shares worth over $12.3 million.
Cathie Wood has been steadily reducing ARK’s stake in the electric air taxi company across its ETFs.
$GRRR just locked a $2B deal with Supermicro last week Market barely noticed… but more deals are coming. Pulled back to $15 my gut says $29 next. Can’t take my eyes off this one
$AZI Autozi Enters into a US$500 Million European Market Cooperation Framework with European Supply Chain Service Provider Velocar Ltd., Accelerating Cross-Border Automotive Supply Chain Expansion