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Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is trending sharply lower as strong revenue and billings growth are overshadowed by a reduced profit outlook, driven by acquisition costs and AI security investments. The community is split, with many calling it an overreaction and a key buying opportunity, emphasizing that AI expansion will fundamentally increase, not diminish, the need for robust cybersecurity platforms.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray Brands is trending amid its new U.S. brewing partnership with Carlsberg and expanded UK pharmaceutical access, while the community is intensely focused on anticipated updates regarding the federal rescheduling of cannabis to Schedule III. Investors are sharply divided between those expecting a significant industry-wide catalyst and critics who highlight Tilray's limited direct benefit from U.S. cannabis reform as a Canadian LP.

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 Inc (FJET) is trending as its IPO quiet period concludes, driving speculation about potential news such as an FAA Space Launch license. The community is actively discussing the stock's extremely low float and high insider ownership, fueling short squeeze narratives and optimistic price targets amidst broader sector excitement around the upcoming SpaceX IPO.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is a hot topic after Nvidia's 13F filing revealed it exited its stake in the AI data center provider, fueling debate as optimists view it as old news and smart profit-taking that precedes further hyperscaler contract announcements, while skeptics see a significant loss of confidence.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is trending after the FDA reversed its earlier decision, agreeing to review the company's modified flu vaccine application. This regulatory shift is driving strong bullish sentiment and short-squeeze speculation among the community, which anticipates significant upside following the prior rejection.

Fiverr International Ltd. develops an e-commerce platform that allows people to buy and sell digital services. It operates through the following geographical segments: U.S., Europe, Asia Pacific, Rest of the World and Israel. The firm offers digital marketing, graphics and design, video and animation, writing and translation, and music and audio. The company was founded by Micha Kaufman and Shai Wininger in 2009 and is headquartered in Tel Aviv, Israel.

Fiverr International Ltd

Fiverr is trending following a significant stock price drop, as weak forward guidance overshadowed its latest earnings and revenue beat; the community is sharply divided between those seeing a deeply undervalued opportunity and those concerned about AI's impact on its gig-economy model.

SolarEdge Technologies, Inc. engages in the development of energy technology, which provides inverter solutions. The firm operates through the following segments: Solar and All Other. The Solar segment includes the design, development, manufacturing, and sales of an inverter solution designed to maximize power generation. The All Other segment includes the design, development, manufacturing and sales of UPS products, energy storage products, e-Mobility products, and automated machines. Its products and services include photovoltaic inverters, power optimizers, photovoltaic monitoring, software tools, and electric vehicle chargers. The company was founded by Guy Sella, Lior Handelsman, Yoav Galin, Meir Adest, and Amir Fishelov on August 7, 2006 and is headquartered in Herzliya, Israel.

Solaredge Technologies Inc

SolarEdge (SEDG) is trending following an earnings report that surpassed expectations, with community discussion intensely focused on the company's new collaboration to advance power infrastructure for AI data centers. This strategic move into high-growth adjacencies is driving significant bullish sentiment, overshadowing lingering concerns in the broader solar sector.

Atomera, Inc. engages in the development, commercialization, and licensing of proprietary processes and technologies for the semiconductor industry. It developed Mears Silicon Technology, which increases performance and power efficiency in semiconductor transistors. The company was founded by Robert Mears on November 26, 2001 and is headquartered in Los Gatos, CA.

Atomera Inc

Wingstop, Inc. is a franchisor and chicken wings-focused restaurant. The firm is engaged in the flavor business offering cooked-to-order, hand-sauced, and tossed classic and boneless wings, tenders and chicken sandwiches in flavors, with signature sides, such as its seasoned fries and house made ranch and bleu cheese dips. The company was founded in 1994 and is headquartered in Dallas, TX.

Wingstop Inc

Wingstop is trending sharply higher after its latest earnings, with an adjusted EPS beat and a wave of analyst upgrades fueling strong upward momentum despite a revenue miss and cautious FY26 same-store sales guidance. The community is actively discussing this unexpected surge, signaling renewed institutional confidence and potential for a short squeeze.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending after institutional investors, notably Cormorant Asset Management, significantly increased their position, fueling speculation of a short squeeze. The community is buzzing with excitement over the recent Fast Track designation, upcoming Investor Day, and persistent buyout chatter, believing the stock is undervalued.

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$NSP HR Scale (Workday partnership) is NOT a 2026 profit driver
They’re excited, but they explicitly say 6k–8k on platform by year-end is not a major gross profit contributor in 2026 (more “setup for out years”).
Implementation is ~6 months, and clients only go live at quarter starts → slower revenue realization.
Upgrades from HR360 to HR Scale don’t add WSE growth (already counted).
➡️ Market may pay for “new TAM,” but the P&amp;L help is pushed out. 🩸🩸🩸🩸🩸🩸🩸🩸🩸🩸🩸🩸🩸

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Insperity Inc

 HR Scale (Workday partnership) is NOT a 2026 profit driver
They’re excited, but they explicitly say 6k–8k on platform by year-end is not a major gross profit contributor in 2026 (more “setup for out years”).
Implementation is ~6 months, and clients only go live at quarter starts → slower revenue realization.
Upgrades from HR360 to HR Scale don’t add WSE growth (already counted).
➡️ Market may pay for “new TAM,” but the P&L help is pushed out. 🩸🩸🩸🩸🩸🩸🩸🩸🩸🩸🩸🩸🩸