Updated CSP/CC list.

CIFR
$12.65 – $4.95B market cap
Bitcoin miner pivoting hard into AI hosting. Just signed a massive 10-year deal with Fluidstack backed by Google. Riding both crypto + AI hype.

NVTS 
$17 – $3.6B market cap
GaN semiconductor play. Their chips power AI/datacenter systems with more efficiency. Speculative “NVDA adjacency” name currently getting a massive hype.

EOSE
$11.3 – $3.5B market cap
Energy storage (zinc-based batteries). Plays into grid/renewable push. Still pre-profit, but trending up as clean energy names catch rotation.

DNA
$14.5 – $1.3B market cap
Synthetic biology platform (Ginkgo Bioworks). Speculative biotech name, often moves on CRISPR/AI-drug headlines. Volatile but cheap.

ONDS
$7.3 – $2.2B market cap
Wireless/5G spectrum + private networks. Autonomous drone. Plays into infrastructure/IoT buildout. Low float, so momentum traders love it when volume spikes.

JMIA
$11.8 – $1.45B market cap
“Amazon of Africa.” E-commerce + fintech growth story, but execution risk is big. Trades in waves when emerging market themes heat up.

APLD
$24.8 – $6.5B market cap
Data center + AI hosting pivot (formerly crypto infra). Signed AI workload hosting deals. Seen as a speculative way to ride NVDA-driven demand.

SFIX
$4.14 – $553M market cap
Clothing subscription/e-commerce. Trying to stabilize after heavy losses. Trades mostly as a turnaround/restructuring speculation.

GRAB
$6.11 – $24B market cap
SE Asia “super app” (rides, delivery, fintech). Growing fintech arm but still fighting losses. Big TAM, but macro/regulation sensitive.

GME
$27.21 – $12.4B market cap
The original meme stock. Business still under transition but moves on retail sentiment + short interest.

LYFT
$22 – $9B market cap
Ride-share competitor to Uber. Showing signs of margin improvements. Moves when mobility/consumer discretionary themes heat up.

SOUN
$16 – $6.6B market cap
Voice AI / speech recognition. A pure AI sentiment name. Highly volatile, runs with AI news momentum.

SERV
$11.72 – $700M market cap
Autonomous delivery robotics. Early-stage, speculative play on last-mile delivery automation.

HNST
$3.59 – $393M market cap
Honest Company (consumer goods/clean personal care). Moves on brand revival hopes + cost cutting.

VERI
$5.28 – $370M market cap
AI-driven audio/video analytics & asset-management platform (aiWARE). Small-cap, unprofitable, high-volatility name that moves on contract wins, earnings, and funding/news flow — watch cash burn and potential dilution.

BBAI
$8.20 – $3.06B market cap
AI-driven analytics for national security and defense sectors. Recent surge attributed to strategic partnerships and increased defense sector demand. Notably, BBAI has risen over 80% in 2025, reflecting growing investor confidence in its AI capabilities