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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 trending as investors react to positive Phase 3 data for its HAE therapy, fueling optimism about a potential commercial launch and market dominance in gene editing. While the stock faces heavy short interest and recent volatility from a secondary stock offering, the community is focused on the therapy's curative potential and the possibility of a squeeze as shorts look for an exit.

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.

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, sole-source multi-year government contract win alongside broader sector fluctuations driven by capital rotation and institutional shifts. The community is actively debating the company's long-term valuation relative to its high-growth contract backlog and the potential for M&A activity within the space sector.

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.

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.

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.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is surging as investors pile into memory and storage names, driven by high demand for data center infrastructure and artificial intelligence-linked storage capacity. The community is actively discussing the stock's role as a key player in the ongoing memory supercycle, with many traders debating the sustainability of current price levels against the backdrop of an AI-led supply shortage.

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$FET 👇 We’re going to need 2-6 quarters to confirm but I’m increasingly confident we see $200+ (and I realize that’s a large number).

Developments in Iran are going to create an epic energy crises (already has).  Market has been lulled to sleep on the real risk due to incredibly effective jawboning (market manipulation)

The only was out of this is through the drill bit.

I don’t really have a real price target at the moment because it’s so much higher than we are now.  There were times when $60 was definitely an exit point, and that’s not even close.  

You gotta let the growth cycle play out.  What’s a reasonable stock price TBD at a later date.

I think we’re basically locked in to $0 net debt and 10 million shares outstanding… Do we hit $150, $200, $300 EBITDA?  I’m leaning towards higher.  I want my 10x exit at $200+ EBITDA

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Forum Energy Technologies Inc

 👇 We’re going to need 2-6 quarters to confirm but I’m increasingly confident we see $200+ (and I realize that’s a large number).

Developments in Iran are going to create an epic energy crises (already has).  Market has been lulled to sleep on the real risk due to incredibly effective jawboning (market manipulation)

The only was out of this is through the drill bit.

I don’t really have a real price target at the moment because it’s so much higher than we are now.  There were times when $60 was definitely an exit point, and that’s not even close.  

You gotta let the growth cycle play out.  What’s a reasonable stock price TBD at a later date.

I think we’re basically locked in to $0 net debt and 10 million shares outstanding… Do we hit $150, $200, $300 EBITDA?  I’m leaning towards higher.  I want my 10x exit at $200+ EBITDA

We’re worth $2B at $200 million EBITDA + the FCF generation.  Such a phenomenally good opportunity.