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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending after strong earnings and bullish guidance have validated confidence in the AI sector, yet its muted immediate price reaction is fueling community debate over market manipulation and the AI boom's future, further complicated by ongoing chip export concerns to China.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending after reporting a profitable fourth quarter with raised 2026 revenue guidance, driven by new and expanded Material Transfer Agreements for its Matrix-M adjuvant, notably in oncology and with Pfizer. The community is actively discussing Matrix-M's broad potential, particularly in cancer vaccines, fueling speculation around a significant short squeeze or potential buyout amid increasing institutional ownership.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius (CELH) is surging after a strong earnings report exceeded expectations and positive comments from a recent conference revealed significant shelf-space gains for its brands, particularly Alani Nu, and strong international growth potential. While bulls celebrate robust performance and anticipate continued expansion, community discussions also include concerns over the CEO's communication style and speculative theories about a potential PepsiCo buyout.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy Enterprises is trending following its Q4 earnings report, which, despite showing strong revenue growth, significantly missed analyst estimates and initiated lower-than-expected 2026 guidance. This has fueled widespread community frustration and questions about management's credibility, while some investors view the sharp decline as an overreaction and a buying opportunity in the burgeoning energy storage sector.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is trending after exceeding earnings expectations and announcing a substantial new share buyback program, leading many in the community to view the stock as deeply undervalued and oversold despite broader market concerns about AI disruption to the software sector.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending following its strong Q4 earnings beat, robust revenue growth, and key strategic developments including a major European quantum network deployment and a significant U.S. defense contract, fueling polarized community discussions about its high valuation and future leadership amid continued losses.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee's Q4 and full-year 2025 earnings are driving conversation, with robust revenue growth and the 30,000-store milestone offset by a dip in profitability and no clear update on US relisting. The community is divided between confidence in long-term expansion and easing price wars versus disappointment over current profit figures and perceived OTC market manipulation.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is trending after its Q4 earnings beat was overshadowed by weaker-than-expected Q1 revenue and EBITDA guidance, leading to a significant stock plunge. The community is debating whether the sell-off is an overreaction and a buying opportunity given strong fundamentals, or if it reflects deeper concerns about increasing competition and the impact of AI in the ad-tech sector.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum Inc. is experiencing intense debate following its recent financial report, where discussions of significant losses and missed revenue estimates clash with bullish forward-looking statements about strong customer engagements, government partnerships, and its strategic dual-platform approach in the high-stakes quantum computing sector.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Aurinia Pharmaceuticals is trending following a strong Q4 '25 earnings beat and robust cash flow, yet investor attention is keenly focused on management's limited disclosures regarding the AUR200 pipeline, driving significant speculation about a potential buyout by a larger pharmaceutical company eager to capitalize on both its commercialized lupus nephritis drug and its promising autoimmune pipeline.

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$ATEX is deeply undervalued, I almost feel like gatekeeping it to build a larger position.

The public market is currently pricing Anterix at just ~$0.18/MHz-POP. That means the underlying spectrum asset is valued at a massive 77% to 94% discount compared to all private and public market comparisons.

We can construct a conservative floor price, the most accurate benchmark is Grain Management&#39;s recent 800 MHz acquisition (explicitly targeting utilities), which cleared at ~$0.80/MHz-POP.
Even if we apply a strict 50% discount to that $0.80 ceiling to account for ongoing spectrum clearing costs and the slow utility sales cycle, the fair value for $ATEX sits comfortably around $48.00 to $55.00 per share. This aligns closely with current analyst price targets. For example, JPMorgan&#39;s most recent target for Anterix is $50.00, and the broader analyst consensus target currently sits at $55.33.

However, they are entirely based on models built before the FCC officially voted to expand the spectrum.

Thats 40% to 50% from here with the lowest benchmark and a strict discount. 

GIven all I am learning about this company, along with the recent FCC regulatory expansion for this spectrum, I see 40/50% increase from here an an absolute minimum.

$ATEX is perfectly positioned to benefit from two massive, intersecting macro trends: the rapid emergence of the Space/D2D sector, and a utility industry undergoing a historic grid modernization cycle to support explosive AI data center power demand. 

The underlying spectrum asset is primed for an explosive re-rating if certain events play out. Will speak more in the coming days.

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Anterix Inc

 is deeply undervalued, I almost feel like gatekeeping it to build a larger position.

The public market is currently pricing Anterix at just ~$0.18/MHz-POP. That means the underlying spectrum asset is valued at a massive 77% to 94% discount compared to all private and public market comparisons.

We can construct a conservative floor price, the most accurate benchmark is Grain Management's recent 800 MHz acquisition (explicitly targeting utilities), which cleared at ~$0.80/MHz-POP.
Even if we apply a strict 50% discount to that $0.80 ceiling to account for ongoing spectrum clearing costs and the slow utility sales cycle, the fair value for 

 sits comfortably around $48.00 to $55.00 per share. This aligns closely with current analyst price targets. For example, JPMorgan's most recent target for Anterix is $50.00, and the broader analyst consensus target currently sits at $55.33.

However, they are entirely based on models built before the FCC officially voted to expand the spectrum.

Thats 40% to 50% from here with the lowest benchmark and a strict discount. 

GIven all I am learning about this company, along with the recent FCC regulatory expansion for this spectrum, I see 40/50% increase from here an an absolute minimum.



 is perfectly positioned to benefit from two massive, intersecting macro trends: the rapid emergence of the Space/D2D sector, and a utility industry undergoing a historic grid modernization cycle to support explosive AI data center power demand. 

The underlying spectrum asset is primed for an explosive re-rating if certain events play out. Will speak more in the coming days.

Archangel_Mikael

@Archangel_Mikael The thing about ATEX is too little following by institutional investors. Your piece is the first thorough analysis of how undervalued this company is.  Could it be a good acquisition target?

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 The thing about ATEX is too little following by institutional investors. Your piece is the first thorough analysis of how undervalued this company is.  Could it be a good acquisition target?

yd39592

@yd39592 yes, Verizon is a suitor that makes sense in my opinion. ATEX management recently called a satellite D2D overlay a &quot;logical evolution&quot; for their spectrum, and VZ desperately needs a dedicated band to fight FirstNet. Option flow suggests something is brewing, and a buyout likely just depended on the FCC&#39;s 10MHz expansion to finalize, which just happened last week. There is a lot to talk about in regards to this, im still working on the post, but this is one of the main reasons im invested, its a good catalyst to close the valuation gap and then some depending on what plays out.

 yes, Verizon is a suitor that makes sense in my opinion. ATEX management recently called a satellite D2D overlay a "logical evolution" for their spectrum, and VZ desperately needs a dedicated band to fight FirstNet. Option flow suggests something is brewing, and a buyout likely just depended on the FCC's 10MHz expansion to finalize, which just happened last week. There is a lot to talk about in regards to this, im still working on the post, but this is one of the main reasons im invested, its a good catalyst to close the valuation gap and then some depending on what plays out.