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Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is surging as its strong earnings and optimistic revenue forecast, fueled by massive AI infrastructure demand and strategic partnerships, are challenging prior market skepticism about its capital expenditures. This is sparking a debate between bullish long-term conviction and expectations of short-term profit-taking.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health is experiencing a massive short squeeze, with the community rallying around the stock following news of a significant partnership with Novo Nordisk that effectively removes a major legal overhang and boosts its standing in the GLP-1 and peptide market.

Papa John's International, Inc. engages in the operation and franchise of pizza delivery and carryout restaurants. It operates through the following segments: Domestic Company-owned Restaurants, North America Franchising, North America Commissaries, International Operations, and All Others. The Domestic Company-Owned Restaurants segment consists of retail sales of pizza and side items, breadsticks, cheese sticks, chicken poppers and wings, dessert items, and canned and bottled beverages. The North America Franchising segment involves the offering of sales and support activities, development rights, and collection of royalties from franchisees located in the United States and Canada. The North America Commissaries segment includes the eleven full-service regional dough production and distribution and quality control centers. The International Operations segment represents all restaurant operations outside of the United States and Canada. The All Others segment focuses on franchise contributions to marketing funds and sale, company-owned and franchised restaurants, information systems and related services used in restaurant operations, point-of-sale system, online and other technology-based ordering platforms, printing, and promotional items. The company was founded by John H. Schnatter in 1984 and is headquartered in Louisville, KY.

Papa John`s International, Inc.

Papa John's (PZZA) is trending on renewed takeover speculation, fueled by reports of a $47 per share bid from a Qatari-backed fund, Irth Capital, following previous interest from Apollo. The community is actively debating the stock's true valuation and anticipating whether the board will accept or reject the offer amidst high volatility and trading halts.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Round Rock, TX.

TSS Inc

TSS Inc. is trending after reporting strong earnings and extending a crucial customer agreement, with the community actively discussing its undervaluation and potential for a short squeeze as a key player in the accelerating AI data center infrastructure buildout.

CitroTech, Inc. is an integrated environmental service company, which engages in the provision of field services, remediation transportation, and EHS compliance services. It also offers on-site technical services, on-site and off-site treatment for hazardous and non-hazardous waste. The company was founded on March 14, 1990 and is headquartered in Cheyenne, WY.

CitroTech Inc.

CitroTech Inc. is trending as the community anticipates institutional interest following recent investor meetings, driven by the company's unique, certified wildfire prevention technology and commercial traction within an expanding fire mitigation market, a narrative amplified by its low share float.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas (ONDS) is trending as recent defense acquisitions, including Mistral and BIRD Aerosystems, and new contracts significantly expand its footprint in autonomous defense systems, with analysts anticipating a substantial boost to 2026 revenue guidance ahead of its upcoming earnings call. While bulls view this strategic growth and high short interest as catalysts for a potential rally, community sentiment is divided over concerns about ongoing share dilution impacting immediate stock performance.

The Campbell's Co. engages in the business of manufacturing and marketing food and beverage products. It operates under the Meals and Beverages, and Snacks segments. The Meals and Beverages segment includes soup, meals, and beverage products in retail and foodservice. The Snacks segment offers cookies, crackers, bakery, and frozen products. The company was founded by Joseph Campbell and Abraham Anderson in 1869 and is headquartered in Camden, NJ.

Campbells Co (The)

Campbell Soup Co.

Campbell Soup Co. is trending after missing Q2 earnings and significantly lowering its full-year guidance, fueling intense community debate around its debt, weakening snack sales, and broader consumer shifts toward healthier foods. Despite many abandoning the stock at multi-decade lows, a segment of investors views the steep decline as a deep value opportunity for the oversold consumer staple, betting on its strong brands and high dividend yield for a long-term rebound.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending after launching new SiC MOSFET packages crucial for high power-density AI data centers and power infrastructure, signaling a strategic shift. The community is actively debating the potential for a short squeeze and major AI-related contracts against concerns about the company's valuation relative to its current revenue.

Domo, Inc. designs, develops, and markets executive management software solutions. It offers customized software tools for business operations, customer relationship management, human resources, and financial reporting. The company was founded by Joshua G. James in September 2010 and is headquartered in American Fork, UT.

Domo Inc. - Ordinary Shares - Class B

Domo Inc.

Despite reporting better-than-expected Q4 earnings and positive profitability, Domo is experiencing notable volatility, with the community actively debating if the current dip presents a buying opportunity amid ongoing strategic alternative discussions and M&A speculation.

Himax Technologies, Inc. is a semiconductor solution provider dedicated to display imaging processing technologies. It operates through the Driver Integrated Circuit and Non-Driver Products segments. The company's products include display drivers, timing controllers, wafer level optics, video and display technology solutions, liquid crystal over silicon silicon, complementary metal-oxide semiconductor image sensor, and power integrated circuit. Its products used in TVs, laptops, monitors, mobile phones, tablets, digital cameras, car navigation, virtual reality (VR) devices and many other consumer electronics devices. Himax Technologies was founded by Biing Seng Wu and Jordan Wu on June 12, 2001 and is headquartered in Tainan, Taiwan.

Himax Technologies - ADR

Himax Technologies, Inc.

Himax Technologies is trending due to heightened community discussion around its pivotal role in the burgeoning Co-Packaged Optics (CPO) market, particularly as an exclusive supplier for TSMC's COUPE platform essential for Nvidia's next-gen AI accelerators. Despite recent earnings reports guiding for a near-term trough, investors are keenly debating whether accelerated CPO adoption and strategic partnerships will finally unlock substantial revenue growth and overcome past management disappointments.

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$DPST $FAS Expecting a big rally today after hard selloff.  Got in on both these in the morning.   :-)

Paul Scott

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 Expecting a big rally today after hard selloff.  Got in on both these in the morning.   :-)