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Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is rallying strongly after exceeding Q4 expectations and providing upbeat 2026 delivery guidance, driven by anticipation for its R2 SUV launch and significant growth in software revenue. The community is heavily divided, with bulls celebrating a potential short squeeze and calling it the next big EV play, while bears caution about continued losses and an overbought valuation.

Corsair Gaming, Inc. designs and supplies hardware components for personal computers. It operates through the Gamer and Creator Peripherals, and Gaming Components and Systems segments. The Gamer and Creator Peripherals segment offers gaming keyboards, mice, headsets, controllers, and gaming gear including capture cards, Stream Decks, USB microphones, studio accessories, and EpocCam software, as well as coaching and training services. The Gaming Components and Systems segment focuses on creating power supply units, or PSUs, cooling solutions, computer cases, DRAM modules, prebuilt, and custom-built gaming PCs. The company was founded by Andrew J. Paul in 1994 and is headquartered in Milpitas, CA.

Corsair Gaming Inc

Corsair Gaming is experiencing a significant surge with high trading volume following a strong Q4 earnings beat and a new $50 million share repurchase program. The community is actively discussing a potential short squeeze, citing undervaluation and the tailwind from soaring DDR5 memory prices.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is trending down sharply after missing Q4 revenue and adjusted EPS estimates and issuing soft Q1 guidance, which management attributed to tariffs impacting retail ad spending. The community is fiercely debating whether this represents a deep value buying opportunity given strong user growth and a healthy balance sheet, or if it signals ongoing management issues and increasing competition.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is seeing heavy discussion after a sharp post-earnings sell-off driven by conservative 2026 guidance and a strategic pullback from its Single-Family Rentals business. Despite investor frustration and claims of manipulation, many in the community believe the AI-powered fintech is now significantly undervalued, pointing to consistent profitability and a disciplined approach within a challenging credit market.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros is trending after reporting strong Q4 earnings with significant revenue and transaction growth, alongside its inclusion in the S&P MidCap 400. The community is actively debating its aggressive expansion and new retail ventures against concerns over its elevated valuation and broader market conditions.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean is capturing significant attention after its all-stock acquisition of Valaris, a deal the community believes creates an offshore drilling powerhouse poised for a multi-year upcycle, intensified by new contract awards and strong short squeeze potential.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is trending with high anticipation for an imminent EU approval and an FDA resubmission for its bladder cancer treatment, fueling a strong short squeeze narrative as institutional investors significantly increase their positions. The community is actively discussing perceived short manipulation against the backdrop of potential game-changing cancer therapies.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista Networks is currently trending following robust Q4 financial results, featuring record revenue and profits, along with a significantly raised 2026 outlook. The market largely views ANET as a leading high-growth AI winner, with analysts frequently raising price targets and highlighting its indispensable role in cloud and AI networking infrastructure.

Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.

Zama

ZAMA CRYPTO is trending amidst community excitement over recent exchange listings and an ongoing launchpool, though discussions are also prominent regarding founder accusations and general market volatility.

DigitalOcean Holdings, Inc. engages in the provision of providing cloud infrastructure. It operates through the following geographical segments: United States, Netherlands, Germany, Canada, Singapore, and Other. The company was founded in 2012 and is headquartered in Broomfield, CO.

DigitalOcean Holdings Inc

DigitalOcean is seeing significant momentum after reporting strong earnings and receiving multiple analyst upgrades, fueling community excitement around its emerging role as an accessible AI infrastructure and edge computing solution through its Gradient AI platform and partnerships.

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Salient Midstream & MLP Fund

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The Nasdaq 100 continues to hinge on mega-cap tech and AI strength. With rate expectations shifting and valuations stretched, even a 3% move could signal a bigger trend. Is momentum building, or fading?

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