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Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending after its strong Q4 earnings report and a newly announced $2 billion share buyback were met with a dramatic sell-off from pre-market highs, sparking community debate about market manipulation and whether this presents a prime buying opportunity amidst broader sector revaluation.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is sharply declining amid fears that new AI-powered real-time translation services, such as T-Mobile's recent launch, will render language learning platforms obsolete, a view contrarian investors refute by emphasizing DUOL's distinct focus on active language acquisition and robust growth.

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 trending following its Q4 earnings report and conservative FY26 guidance, which, despite marking four consecutive quarters of GAAP profitability, triggered a significant stock sell-off. The community is expressing widespread frustration over the perceived valuation disconnect, highlighting the company's strong fundamentals and prudent risk management as reasons for its undervaluation compared to fintech peers.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon.com Inc is facing intense debate as its significant AI infrastructure spending and reports of a potential U.S. tariff exemption on AI chips dominate discussion. The community is sharply divided, with some investors seeing a generational buying opportunity amidst long-term cloud and AI growth, while others fear prolonged pressure on financial returns from high capital expenditures.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is trending as investors react to a significant earnings beat and strong long-term guidance, alongside the announcement of a new CEO, Paul Gu. Despite the positive financial report, the stock experienced a notable dip, fueling community discussions around market manipulation by shorts and broader weakness impacting the fintech sector.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is trending after a substantial stock drop following its earnings report, where conservative Q1 guidance overshadowed a Q4 beat. The community is actively debating whether the selloff is an overreaction driven by broader software sector concerns or a justified repricing, leading to heavy "buy the dip" activity.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is a top discussion point after reporting strong Q4 earnings and announcing a significant warrant deal with Amazon, despite shares tumbling, leading to community debate about its valuation and whether the dip represents a key buying opportunity for an essential AI infrastructure component.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. faces intense community debate as its stock continues to struggle despite a recently profitable quarter and buyback plan, fueled by recent insider selling, a lawsuit from the Texas Attorney General, and news of Meta testing a rival app. Many investors are frustrated, questioning the valuation and management's priorities, while others see deep value and potential for a rebound given its vast user base and innovation in AR/AI.

Chewy, Inc. operates as an online retailer of pet food and other pet-related products and services. It supplies pet medications, food, treats and other pet-health products and services for dogs, cats, fish, birds, small pets, horses, and reptiles. It has a portfolio of pet healthcare offerings that includes Chewy Pharmacy, Connect with a Vet, and CarePlus, an exclusive suite of pet-first insurance and wellness plans. The company was founded by Ryan Cohen and Michael Day in September 2011 and is headquartered in Plantation, FL.

Chewy Inc - Ordinary Shares - Class A

Chewy Inc

Chewy (CHWY) is actively debated as its stock continues to fall, creating frustration among investors despite strong company fundamentals, significant institutional buying, and numerous analyst upgrades. The community is extensively discussing its "oversold" status, zero debt, and robust Autoship model, with many anticipating a substantial rebound.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

HubSpot Inc

HubSpot is trending following its earnings report which, despite beating estimates and raising guidance, saw the stock drop, sparking intense community discussion about its valuation and the perceived threat of AI to the broader SaaS industry.

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TIC Solutions Announces Upcoming Participation in the UBS Global Industrials & Transportation Conference

TIC Solutions, Inc. (NYSE: TIC) (the Company or TIC Solutions), a leading provider of critical asset integrity solutions and tech-enabled, mission-critical Testing, Inspection, Certification, and...

TIC Solutions Announces Upcoming Participation in the Raymond James Napa Valley Small Cap Symposium

TIC Solutions Reports Results for the Third Quarter 2025

TIC Solutions, Inc. (NYSE: TIC) (TIC Solutions or the Company), a leading provider of critical asset integrity solutions and tech-enabled, mission-critical Testing, Inspection, Certification, and...

TIC Solutions, Inc. engages in providing nondestructive testing, inspection, engineering and lab testing services. It operates through the United States and Canada segments. The company was founded in 1974 and is headquartered in Hollywood, FL.

TIC Solutions Inc.

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