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Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is experiencing heightened volatility and trading volume as investors react to the acquisition of Boeing's autonomous flight subsidiaries, Wisk Aero, SkyGrid, and Insitu, which has sparked intense debate over the company's long-term dilution and strategic pivot toward defense-integrated AI. The community remains sharply divided between those viewing the Boeing partnership as a critical de-risking catalyst and vocal skeptics who cite ongoing concerns regarding the company's ability to achieve piloted transition and its reliance on cash-intensive operations.

AbCellera Biologics, Inc. engages in the development of therapeutic antibodies. It offers antibody discovery platform that searches, decodes and analyzes natural immune systems to find antibodies that can be developed to prevent and treat disease. The company was founded by Carl Lars G. Hensen, Kathleen Lisaingo, Kevin Heyries, Véronique Lecault and Daniel Da Costa on November 8, 2012 and is headquartered in Vancouver, Canada.

AbCellera Biologics Inc

AbCellera Biologics is trending as investors await pivotal Phase 2 data for its menopause treatment, ABCL635, while tracking the company's recent expansion of strategic partnerships with major pharmaceutical firms like Jazz and Vertex. The community is actively debating the stock's long-term platform validation versus short-term volatility, with many users focused on the high short interest and the potential for a significant re-rating following clinical updates.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is surging following a blowout Q2 earnings report that featured record revenue growth and a strategic supply agreement with Lumentum, fueling community excitement over its role as a critical bottleneck in the AI photonics supply chain. While some investors are cheering the aggressive breakout and institutional volume, others are engaged in heated debates regarding the stock's long-term sustainability, citing risks related to its complex manufacturing footprint in China and potential regulatory headwinds.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings ($LITE) is trending as investors debate whether recent volatility in the photonics sector represents a healthy reset in a long-term AI infrastructure growth trend or a deeper fundamental shift. While some community members are concerned by heavy institutional selling and technical weakness, bullish voices emphasize Lumentum's strategic importance in the optical networking bottleneck as hyperscalers continue expanding data center capacity.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadog is trending as investors debate its premium valuation against its role as a leader in cloud observability and agentic AI infrastructure. While some market participants express concerns over stretched P/E multiples and softening demand signals, community sentiment remains anchored by strong revenue growth, high free cash flow generation, and the stock's status as a critical player in enterprise AI adoption.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is experiencing significant volatility as investors weigh the company's strong AI-driven cybersecurity demand and promising Anthropic stake against concerns over decelerating revenue growth and an unexpected workforce reduction. The market is actively debating whether the stock's valuation discount to cybersecurity peers makes it an attractive acquisition target or if recent operational headwinds signal ongoing execution risks.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is currently generating significant conversation as investors debate whether the recent post-earnings sell-off represents a buying opportunity or a deeper structural issue. The community is actively discussing the company's profitability and security growth against broader sector sentiment, with many traders watching closely to see if the stock can reclaim previous support levels.

Senseonics Holdings, Inc. is a medical technology company, which engages in the development and manufacture of glucose monitoring products. Its primary product is the brand Eversense CGM (continuous glucose monitoring) including sensors, smart transmitters, and mobile applications. The company was founded on June 26, 2014 and is headquartered in Germantown, MD.

Senseonics Holdings Inc

Senseonics Holdings is trending due to a significant public offering of securities, which has triggered intense debate within the community regarding dilution, management's fiscal strategy, and the company's long-term cash runway. While some investors remain optimistic about the technology's potential and the upcoming earnings report, others are expressing heavy frustration over the stock's price action and leadership's decision-making.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubrik is trending as investors monitor it alongside broader cybersecurity sector leaders, with the community closely analyzing its resilience platform and potential for AI-driven growth ahead of upcoming earnings. Discussions are centered on the company's competitive standing, institutional accumulation, and the ongoing debate over whether software stocks will experience a sustained breakout or face continued volatility due to broader market correlations.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently seeing heavy trading volume and heightened investor attention as anticipation builds for its upcoming earnings report. The community is actively debating the stock's trajectory, with bulls focusing on strong contract backlogs and Neutron rocket progress, while skeptics emphasize potential valuation concerns and technical resistance levels.

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$NNDM can’t link the story here but Drone start up Elroy Air just announced going public via SPAC. Valued at $1BN and seemingly less cash up front from its blank check company $CMII/UN . That’s the sort of deal I had assumed we would come out with.

$NNDM here the clowns want to rob us. They give 0 fk about our cash and maximizing shareholder value 
  I will be contacting houlihan lokey and Guggenheim to check if they are actually are working with nndm.  Bec this seems like some trash advisors or some shady stuff going on.   
 
  I just dont get how houlihan lokey a top advisors known globally for merger and acquisition do such a bad deal, it dont add up.   
 
I am starting to think houlihan probably presented oustanding deals but mgmt and bod had  infinite in line for the beginning and knew who they were going to choose in the end to transfer the cash over and probably ignored all houlihan presented deals.   
 
I feel bad for houlihan ruining their reputation with nano dimension.  Houlihan should disclose they are against this deal and the merger makes no sense and its unfair to shareholders.

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Nano Dimension Ltd - ADR

CM Life Sciences II Inc

 can’t link the story here but Drone start up Elroy Air just announced going public via SPAC. Valued at $1BN and seemingly less cash up front from its blank check company 

/UN . That’s the sort of deal I had assumed we would come out with.

Coco

@CocoBoudin Cashburn? Revenue?Existing commercial  stream line? All unknown variables. Mgmt seems to think IE has the best chance to thrive based on a matrix that their advisors came up with.

 Cashburn? Revenue?Existing commercial  stream line? All unknown variables. Mgmt seems to think IE has the best chance to thrive based on a matrix that their advisors came up with.