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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 seeing a strong bullish reversal as investors brush off recent political noise, focusing instead on rapid expansion into global markets and anticipated updates regarding peptide therapies. The community is actively debating the stock's potential for a major short squeeze, with many viewing dips as buying opportunities while waiting for a decisive break above the key $30 resistance level.

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the following segments: Platform and Devices. The Platform segment includes the sale of digital advertising and distribution of streaming services. The Devices segment is involved in the sale of streaming players, Roku-made televisions, smart home products and services, audio products, and related accessories. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Roku Inc - Ordinary Shares - Class A

Roku Inc

Roku shares are trending following the announcement of a definitive agreement to be acquired by Fox in a cash-and-stock deal valued at approximately $22 billion. The community is actively debating the deal structure, concerns over potential share dilution, and whether a higher counter-bid might emerge from other media giants.

Intellia Therapeutics, Inc. is a biopharmaceutical company, which engages in the development of curative therapeutics using the CRISPR/Cas9 system. Its CRISPR/Cas9 system transforms medicine by both producing therapeutics that permanently edit and/or correct disease-associated genes in the human body with a single treatment course and creates engineered cells that can treat oncological and immunological diseases. The company was founded by Andrew May, Luciano Marraffini, Rodolphe Barrangou, Nessan Bermingham, Rachel Haurwitz, Erik Sontheimer, Jennifer Doudna and Derrick Rossi in May 2014 and is headquartered in Cambridge, MA.

Intellia Therapeutics Inc

Intellia Therapeutics is currently a focal point for investors due to positive Phase 3 data for its gene-editing therapy, with the community closely tracking the stock's potential for a short squeeze alongside institutional accumulation and upcoming regulatory milestones. Traders are actively debating the impact of a recent share offering and the company's long-term commercialization prospects, viewing the current price as an inflection point for the stock's valuation.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing an intense momentum-driven rally, fueled by surging enterprise AI storage demand and persistent short-covering as the stock breaks psychological price barriers. While the community remains deeply divided, with some investors betting on continued multi-bagger growth and others warning of a speculative bubble, the core debate centers on whether the current momentum can survive the ongoing geopolitical uncertainty surrounding regional peace negotiations.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is seeing heavy volatility and selling pressure following the abrupt resignation of its CEO, Mike Lyons, who departed to lead Truist Financial. While the company reaffirmed its financial outlook and appointed Takis Georgakopoulos as his successor, investors remain divided, with some viewing the leadership change as a necessary pivot and others expressing concerns over the stability of the turnaround strategy.

Elastic NV is a data analytics company, which engages in the provision of open-source search and analytics engine services. It operates through the United States, the Netherlands, United Kingdom, India, and Rest of World geographical segments. The company was founded by Shay Banon, Uri Boness, Steven Schuurman, and Simon Willnauer on February 9, 2012 and is headquartered in San Francisco, CA.

Elastic N.V

Elastic is seeing heightened interest from investors who are actively trading options and monitoring technical breakout levels, fueled by a narrative that the company's search and data-analytics platform is essential for enterprise AI adoption. While some community members remain skeptical of the stock's volatility and historical price performance, others are treating recent dips as accumulation opportunities, focusing on its potential as a recurring revenue leader in the software space.

Blacksky Technology, Inc. is a space-based intelligence company, which engages in the business of delivering real-time imagery, analytics, and high-frequency monitoring of most critical and strategic locations, economic assets, and events. The firm is also involved in providing geospatial intelligence, imagery and related data analytic products and services, and mission systems that include the development, integration, and operation of satellite and ground systems to government and commercial customers. The company was founded in 2014 and is headquartered in Herndon, VA.

BlackSky Technology Inc - Ordinary Shares - Class A

BlackSky Technology is facing significant volatility as investors digest a major contract win, a recent leadership transition, and broader sector-wide selling pressure. The community remains deeply divided, with some traders viewing the sharp pullback as a prime accumulation opportunity for the long term, while others express frustration over the stock's erratic price swings and dilution concerns.

Gap, Inc. operates as a global apparel retail company, which offers clothing, apparel, accessories, and personal care products for men, women, and children. The firm operates through the following segments: Gap Global, Old Navy Global, Banana Republic Global, Athleta, and Other. The Gap Global segment includes apparel and accessories for men and women under the Gap brand, along with the GapKids, BabyGap, GapMaternity, GapBody, and GapFit collections. The Old Navy Global segment offers clothing and accessories for adults and children. The Banana Republic Global segment provides clothing, eyewear, jewelry, shoes, handbags, and fragrances. The Athleta segment offers fitness apparel for women. The company founded by Donald G. Fisher and Doris F. Fisher in July 1969 and is headquartered in San Francisco, CA.

Gap, Inc.

Gap, Inc. is trending as investors weigh strong brand momentum and recent marketing successes against concerns over tariff-related margin pressures ahead of upcoming earnings. The community remains divided, actively discussing the potential for a rebound driven by operational turnarounds while simultaneously debating the impact of aggressive promotional strategies and sector-wide retail volatility.

BTQ Technologies Corp. engages in the business of post-quantum encryption. Its products include: QCIM, QSSN, OSS, QPoW, QRiNG. The company was founded by Nicolas Roussy Newton on Novemeber 23, 1983 and is headquartered in Vancouver, Canada.

BTQ Technologies Corp

BTQ Technologies is trending as investors capitalize on volatility, with market sentiment split between the potential of its quantum-secure hardware and concerns over commercialization timelines. The community is actively debating the company's long-term viability and potential for acquisition, fueled by its ongoing quantum security projects and recent infrastructure-focused developments.

Fox Corp. engages in providing television production and broadcasting services. It also provides news under the brands FOX News Media, FOX Sports, FOX Entertainment and FOX Television Stations, and Tubi Media Group. It operates through the following segments: Cable Network Programming, Television, and Other and Corporate. The Cable Network Programming segment refers to the production and licensing of news and sports content distributed primarily through traditional cable television systems, direct broadcast satellite operators, and telecommunication companies and online multi-channel video programming distributors. The Television segment focuses on the acquisition, marketing, and distribution of broadcast network programming. The Other and Corporate segment relates to the FOX Studio Lot, Credible Labs Inc, corporate overhead costs, and intracompany eliminations. The company was founded by Keith Rupert Murdoch on May 3, 2018, and is headquartered in New York, NY.

Fox Corporation - Ordinary Shares - Class A

Fox Corporation

Fox is seeing significant market activity as investors weigh the strategic implications of its major $22 billion acquisition of Roku, with debate centering on the company's aggressive push into streaming and the potential impact on shareholder dilution and leverage. Community members are actively discussing the high valuation and long-term consolidation logic of the deal, while simultaneously tracking stock price volatility in response to the announcement.

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$FET I’m of the very strong opinion $55 is an incredibly defensible spot here.  If you’ve been around long enough, I called $25 and under a screaming buy for a very long time.  I think $50-$55 is that spot.

EBITDA, FCF, EPS all about to accelerate in a very meaningful way.  $95-110 EBITDA is guidance, under the assumption activity falls for the year, NOT FUCKIN HAPPENING.

Gun to my head and I’m forced to make a call, I’m telling you I think we hit top end of range for 2026.  I think that translates to a number near $150 EBITDA in 2027.

It’s just math… Your’re making a run at $150+

And based on the current order book, I think the default has to be exceeding all expectations, not missing them.

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Forum Energy Technologies Inc

 I’m of the very strong opinion $55 is an incredibly defensible spot here.  If you’ve been around long enough, I called $25 and under a screaming buy for a very long time.  I think $50-$55 is that spot.

EBITDA, FCF, EPS all about to accelerate in a very meaningful way.  $95-110 EBITDA is guidance, under the assumption activity falls for the year, NOT FUCKIN HAPPENING.

Gun to my head and I’m forced to make a call, I’m telling you I think we hit top end of range for 2026.  I think that translates to a number near $150 EBITDA in 2027.

It’s just math… Your’re making a run at $150+

And based on the current order book, I think the default has to be exceeding all expectations, not missing them.

Here&#39;s an updated research note from Water Tower yesterday.  He&#39;s putting 2027 estimated FCF at $72 million.  I realize this is just paid research so there&#39;s some coverage but that&#39;s idiotic and terrible work.  The real answer to 2027 is I don&#39;t know what it&#39;s going to be, but it&#39;s going to be much higher.  Sure, that could be $75MM but it also might be $100 - there&#39;s a wide range of outcomes.  But importantly, even at the low estimate there&#39;s $0 net debt by YE 2027.    
 
The entire market is discounting energy based on headline, front month volatility which is driven by completely fictitious tweets - there&#39;s been over 100 of them, that&#39;s a fact - been hearing a deal is imminent for 70 days.... 
 
The market will wake up to this.  But the guys who have made money and will make a lot more see the writing on the wall long before the market does.  You could legitimately see FET rev +30% in 2027 from current levels (well north of $1B).    
 
Let it play out  
 
https://www.watertowerresearch.com/doc?docID=UR_FET_05042026

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Here's an updated research note from Water Tower yesterday.  He's putting 2027 estimated FCF at $72 million.  I realize this is just paid research so there's some coverage but that's idiotic and terrible work.  The real answer to 2027 is I don't know what it's going to be, but it's going to be much higher.  Sure, that could be $75MM but it also might be $100 - there's a wide range of outcomes.  But importantly, even at the low estimate there's $0 net debt by YE 2027.    
 
The entire market is discounting energy based on headline, front month volatility which is driven by completely fictitious tweets - there's been over 100 of them, that's a fact - been hearing a deal is imminent for 70 days.... 
 
The market will wake up to this.  But the guys who have made money and will make a lot more see the writing on the wall long before the market does.  You could legitimately see FET rev +30% in 2027 from current levels (well north of $1B).    
 
Let it play out  
 


The hope will continue to be that growth and FCF accelerates while the market lags.  I would really like to get another 800k-1MM shares bought back under $80/share, can probably get them for $70 average, so $35 million this year, $35 million in 2027 (very realistice)

All these numbers seem exaggerated - calling for $150 is a big move given where we cam from.  

But $150 isn’t stretching for some crazy multiple, on bullshit numbers.  FET has real growth and real cash flow, and will likely go $0 debt.

My base case is always that we do no acqusitions and any M&amp;A is meaningfully accretive to my numbers.

I still think we’ll trade well over 10x EBITDA with a growth cycle (always happens).  I also think $150 EBITDA in 2027 or 2028 is a low number at this point.  

10 million shares outstanding, 10x EBITDA = $150 + you’re still generating somewhere around $100MM + FCF at that point.  Shut the computer / phone down and come back at YE 2027.

The hope will continue to be that growth and FCF accelerates while the market lags.  I would really like to get another 800k-1MM shares bought back under $80/share, can probably get them for $70 average, so $35 million this year, $35 million in 2027 (very realistice)

All these numbers seem exaggerated - calling for $150 is a big move given where we cam from.  

But $150 isn’t stretching for some crazy multiple, on bullshit numbers.  FET has real growth and real cash flow, and will likely go $0 debt.

My base case is always that we do no acqusitions and any M&A is meaningfully accretive to my numbers.

I still think we’ll trade well over 10x EBITDA with a growth cycle (always happens).  I also think $150 EBITDA in 2027 or 2028 is a low number at this point.  

10 million shares outstanding, 10x EBITDA = $150 + you’re still generating somewhere around $100MM + FCF at that point.  Shut the computer / phone down and come back at YE 2027.