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Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is dominating market conversation after a strong Q4 earnings beat and optimistic forward guidance, sparking a fervent debate among investors as the company's new Anthropic AI integration is viewed by bulls as a growth catalyst, while bears highlight significant stock-based compensation and broader sector headwinds.

Starfighters Space, Inc. is engaged in the research and development of space flight, pilot training, and aeronautics programs. It operates the commercial fleet Lockhead F-104s. The company was founded by Rick Svetkoff on September 6, 2022 and is headquartered in Cape Canaveral, FL.

Starfighters Space Inc

Starfighters Space is buzzing as executives are set to ring the NYSE Opening Bell, an event that has the community speculating on a significant short squeeze given the stock's tight float and its positioning within the rapidly evolving hypersonic technology sector.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is facing intense scrutiny following its latest earnings, which revealed strong revenue growth and expanding user base in the US, but also an unexpected net loss driven by increased credit loss provisions. The community is sharply divided, debating whether the fintech's pivot to a broader digital banking model presents a compelling "buy the dip" opportunity or signals deeper challenges within the BNPL sector amid ongoing class-action lawsuits and broader market caution towards fintech IPOs.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is a major talking point following its Q4 earnings beat and a significant share buyback announcement, though many in the community are debating if its current high valuation is justified given conservative future guidance and competition from Amazon.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. The company has three commercial products: Gvoke, Keveyis, and Recorlev. Gvoke is ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. Its product also includes Ogluo which is used for the treatment of severe hypoglycemia in adults, adolescents, and children aged 2 years and over with diabetes mellitus. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Xeris Biopharma is trending after competitor Corcept Therapeutics received an FDA rejection for its Cushing's syndrome drug, which many believe significantly expands the market opportunity for Xeris's Recorlev. This development, alongside Xeris's pre-announced strong Q4 revenue and path to profitability, is driving community optimism about its undervalued position and future growth.

Deere & Co. engages in the manufacture and distribution of equipment used in agriculture, construction, forestry, and turf care. It operates through the following segments: Agriculture and Turf, Construction and Forestry, and Financial Services. The Agriculture and Turf segment focuses on the distribution and manufacture of a full line of agriculture and turf equipment and related service parts. The Construction and Forestry segment offers machines and service parts used in construction, earthmoving, road building, material handling and timber harvesting. The Financial Services segment finances sales and leases by John Deere dealers of new and used agriculture and turf equipment and construction and forestry equipment. The company was founded by John Deere in 1837 and is headquartered in Moline, IL.

Deere & Co.

Deere & Co

Deere & Co. is trending after an earnings report showed revenue beats and raised guidance, despite a decline in profits, leading to a fierce debate among investors about the stock's valuation and the agricultural cycle's true bottom. Bulls celebrate the strength in construction and small ag, while bears point to falling net income, high P/E ratios, and concerns over channel stuffing.

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 is trending as its recent European approval for ANKTIVA and a new distribution partnership ignite intense community speculation about a looming short and gamma squeeze, further fueled by a fresh FDA submission for an additional bladder cancer indication.

Medical Properties Trust, Inc. is a self-advised real estate investment trust. It engages in the investment, acquisition, and development of net-leased healthcare facilities. Its property portfolio includes rehabilitation hospitals, long-term acute care hospitals, ambulatory surgery centers, hospitals for women and children, regional and community hospitals, medical office buildings, and other single-discipline facilities. The company was founded by Edward K. Aldag Jr., R. Steven Hamner, Emmett E. McLean, and William Gilliard McKenzie in 2003 and is headquartered in Birmingham, AL.

Medical Properties Trust Inc

MPT's strong Q4 earnings, beating revenue and EPS estimates and reaffirming 2026 guidance, are driving bullish sentiment and sparking calls for a significant turnaround and potential short squeeze among the community, which believes many shorts are now trapped.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana (CVNA) is trending as the community scrutinizes its recent earnings, which show reliance on a one-time tax benefit and alleged deceptive accounting practices, particularly regarding related-party loan sales. These concerns are amplified by a new Gotham report and the CEO's perceived evasiveness in recent interviews, leading many to label the business model as a "scam."

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.

Lumentum Holdings Inc

Lumentum Holdings Inc. is trending amid its strong earnings beat and bullish guidance for optical circuit switches and co-packaged optics, fueling investor excitement around its critical role in AI infrastructure, with many expecting continued parabolic growth and short squeezes. However, significant insider selling and concerns about extreme overvaluation compared to sales volume are leading a strong opposing narrative predicting a sharp mean reversion.

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Sierra Oncology is a late-stage biopharmaceutical company on a mission to deliver targeted therapies that treat rare forms of cancer. The company harnesses its deep scientific expertise to identify compounds that target the root cause of disease. Sierra Oncology's team takes an evidence-based approach to understand the limitations of current treatments and explore new ways to change the cancer treatment paradigm. Sierra Oncology is transforming promise into patient impact.

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