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Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood ($HOOD) is trending following a Q4 revenue miss driven by declining crypto trading, sparking a community divide between investors who see it as an overreaction against a backdrop of strong growth in prediction markets and new services, and those concerned about its valuation and future growth.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is gaining traction amid community anticipation of a major corporate announcement from Ryan Cohen, with many expecting a significant short squeeze as technical patterns suggest a potential breakout against persistent short selling.

Mattel, Inc. engages in the ownership of children's and family entertainment franchises. It operates through the following segments: North America, International, and American Girl. The North America and International segments focus on marketing and selling toys and consumer products. The American Girl segment includes marketing, retailing, and publishing dedicated to its mission to help girls grow up with confidence and character. The company was founded by Elliot Handler, Ruth Handler, and Harold Matson in 1945 and is headquartered in El Segundo, CA.

Mattel, Inc.

Following an earnings miss and cautious forward guidance, Mattel experienced a notable stock drop; however, the announcement of a large share repurchase program is fueling community debate, with many investors viewing the sell-off as an overreaction and a chance to acquire shares given the company's strong IP.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is attracting significant attention after its latest earnings report revealed robust revenue growth and optimistic long-term guidance, alongside a leadership transition to a new CEO. Community sentiment is sharply divided, with discussions centered on its AI-driven lending market share versus concerns over a GAAP EPS miss and broader profitability challenges in the current macroeconomic climate.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Next, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Next segment is involved in the expenses and investments for emerging business initiatives aimed at creating value for Ford in vehicle-adjacent market segments. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Mixed reactions to Ford's earnings, which revealed strong revenue growth but a significant net loss driven by EV impairments, are driving conversation. The community is actively discussing the company's 2026 guidance, its pivot to hybrids and traditional vehicles, and potential partnerships with Chinese automakers amidst tariff uncertainties.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending after the successful unfurling of its record-setting BlueBird 6 satellite, the largest commercial communications array in low Earth orbit, which the community sees as a critical de-risking event. This validation, coupled with recent FCC approval for US beta testing with major carriers, fuels bullish sentiment regarding its direct-to-device technology and future global constellation rollout.

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan Green in 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

Lyft Inc

Lyft is trending after its Q1 outlook for adjusted core profit fell below estimates, triggering a sharp sell-off despite strong Q4 performance and a substantial share buyback program. The community is divided, with some viewing the decline as an overreaction, while others raise concerns about competition from Uber and ongoing driver compensation issues impacting its long-term outlook.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs (ALAB) is trending after reporting record Q4 earnings that exceeded expectations and announcing a significant $6.5 billion warrant agreement with Amazon for future product purchases. Despite the strong news, the stock experienced a notable sell-off, sparking community debate about whether it was priced for perfection amidst its high valuation within the critical AI infrastructure sector.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare (NET) is trending following strong earnings and optimistic commentary highlighting its critical role in the 'agentic internet' and AI infrastructure. The community is actively discussing its unique position as an infrastructure provider poised to capitalize on escalating AI workloads, distinguishing it from traditional software peers.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is currently trending as its Q4 earnings report approaches, with much community discussion centered on whether its AI strategies and international expansion will fuel significant growth. Analysts and investors are closely examining how agentic commerce and AI integration will strengthen its e-commerce platform and impact its valuation amid broader sector conversations about AI disruption.

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$SES By the end of this year the MC of SES will be 3-4B. 
Each of the 3 revenue domains will be worth 1B(or more), and add up to 3B(at least). 
Thats not even counting EV potential- thats extra if its there. 
Mark this post- 3B MC, this year. 
That means 10-12 per share. 
There are multiple MIT guys here in SES. Where I come from MIT stands for ”Money In the Till”. 
Not smart to bet against these guys. 
Very-

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SES AI Corporation - Ordinary Shares - Class A

 By the end of this year the MC of SES will be 3-4B. 
Each of the 3 revenue domains will be worth 1B(or more), and add up to 3B(at least). 
Thats not even counting EV potential- thats extra if its there. 
Mark this post- 3B MC, this year. 
That means 10-12 per share. 
There are multiple MIT guys here in SES. Where I come from MIT stands for ”Money In the Till”. 
Not smart to bet against these guys. 
Very-