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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 (IBRX) is experiencing a surge in attention following a series of significant positive clinical trial updates across its CAR-NK lymphoma and ANKTIVA bladder cancer programs, alongside expanding global approvals, notably in Saudi Arabia. The community is buzzing with bullish sentiment, highlighting record trading volume and anticipation of a short squeeze, driven by the belief that the company's innovative cancer treatments represent a major disruption to the biotechnology sector.

Venus Concept, Inc. is a global medical technology company, which engages in the business of developing, commercializing, and selling minimally invasive and non-invasive medical aesthetic and hair restoration technologies. It operates under the United States and International geographical segments. The company was founded on November 22, 2002 and is headquartered in Toronto, Canada.

Venus Concept Inc

Venus Concept (VERO) is experiencing a surge in discussion after a major investor acquired a 91% stake, leading to speculation about potential privatization or delisting. This significant ownership, combined with an extremely low public float, is driving intense community debate over a massive short squeeze versus warnings of an impending offering or a discounted take-private scenario.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin (APP) is trending amidst recent analyst upgrades that highlight its AI-powered Axon Ads platform and growing e-commerce traction as key growth drivers. Despite strong bullish sentiment, the stock has experienced a sharp pullback, fueling community debate over whether this represents a "buy the dip" opportunity or if options market dynamics and broader tech sector re-ratings are at play. Investors are closely watching for potential reversals, with many pointing to the company's solid fundamentals and upcoming earnings as catalysts.

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 due to significant share price declines, hitting multi-year lows amidst widespread investor frustration and calls for CEO Jeff Green's accountability. Community discussion centers on whether the steep sell-off is capitulation or signals deeper issues like increasing competition and broader ad-tech sector struggles. Many are questioning the company's future, while some see a long-term buying opportunity in its oversold state, with upcoming earnings being a key focus for investors.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is seeing a notable surge, driven by substantial trading volume and a strong rebound that the community attributes to aggressive short covering. Many traders are celebrating the stock's resilience, widely dismissing a recent analyst downgrade as market manipulation to facilitate institutional buying. The sentiment is bolstered by strong industry indicators, reinforcing SMCI's position as a key, potentially undervalued, player in AI infrastructure.

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 ($FIG) is trending due to a sharp, prolonged selloff since its IPO, leading to widespread investor frustration and substantial losses. The community is actively discussing impending lockup expirations and perceived aggressive insider selling as key drivers for the sustained downward pressure. This performance is amplified by broader concerns within the software sector and evolving debates around AI's impact on design tools.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riot Platforms is trending due to a major strategic pivot into AI infrastructure, highlighted by a significant data center lease agreement with Advanced Micro Devices and the acquisition of its Rockdale facility. The community views this as a genius and transformative move, validating Riot's substantial power capacity for high-performance computing and setting it apart from traditional Bitcoin miners. This shift is generating strong bullish sentiment and analyst upgrades, with many seeing Riot as a sector leader.

Ondas Holdings, 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 Holdings Inc

Ondas Inc. is actively trending following its Investor Day, where the company announced significantly raised future revenue targets and a substantial increase in its backlog and cash reserves, affirming its strategic focus on autonomous defense and security solutions. The community is largely optimistic about this outlook and the company's potential in a critical sector, although some discussions revolve around short-term price volatility and perceived valuation given the strong market reaction. Many are anticipating further analyst upgrades and long-term growth as the company integrates its diverse autonomous platforms.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is trending as a sharp sell-off continues, fueled by multiple analyst downgrades and concerns about increasing AI competition, especially following Apple's new creative software offering. The community is deeply divided, with many calling it a "value trap" due to AI's disruptive potential, while others see a generational buying opportunity given Adobe's strong fundamentals and cash-flow generation, arguing the fears are overstated and driven by market manipulation.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is a hot topic as it navigates a significant stock decline, fueled by reports of its multi-billion dollar acquisition of cybersecurity firm Armis and an analyst downgrade highlighting AI competition risks. The community is divided, with many viewing it as an oversold opportunity for a fundamentally strong company actively integrating AI, while others question the broader software sector's resilience against evolving AI capabilities. This ongoing debate around AI disruption versus innovation is driving conversations and market positioning for the enterprise software leader.

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$CLSK The value of their Sandersville site alone covers  more than 100% of today’s mcap 🤩

Voyag3r

robert

David Dell

Stuart Sklar

$CLSK My previous $7-10M/MW for CLSK was CONSERVATIVE based on RIOT&#39;s deal today:

✅ RIOT just proved $15-20M/MW is achievable (based on 15-20x NOI on deployed capacity)

1. If Sandersville (230 MW) gets similar terms 
2. $1.24M/MW/year × 230 MW = $285M annual revenue
3. At 15x NOI = $4.3B value from ONE site
4. CLSK has 1,890 MW total (8x Sandersville) 
🚀🚀🚀🔥🔥🔥

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Cleanspark Inc

Oliver34

 The value of their Sandersville site alone covers  more than 100% of today’s mcap 🤩