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Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines (LUNR) is trending amidst investor debate over a recent $175 million strategic investment that triggered share dilution, leading many to see a "buy the dip" opportunity while others anticipate further declines. Community conversation is heavily focused on the impending NASA Lunar Terrain Vehicle (LTV) contract award and upcoming earnings, which are shaping sentiment regarding the company's long-term position in the evolving space economy.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is trending following a significant Q4 earnings beat and a surge in USDC adoption, which is fueling investor speculation about a potential short squeeze. Meanwhile, the community is actively debating the company's future, weighing bullish long-term potential as a digital asset platform against bearish concerns around dilution, regulatory uncertainty (like the Clarity Act), and sensitivity to interest rates.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending after its Q4 results and the unveiling of advanced GaN and SiC power platforms designed for next-gen AI data centers. The community is actively debating the immense potential of its technology and its positioning within NVIDIA's AI ecosystem against concerns over declining revenue and the absence of definitive, revenue-generating contracts, as investors look for future business clarity.

Oddity Tech Ltd. engages in the online retail sale of cosmetics and beauty products. Its products include lipsticks, makeup brushes, mascara, eyelash curlers, and makeup brush cleansers. The company was founded by Oran Holtzman and Shiran Holtzman-Erel on March 23, 2013 and is headquartered in Tel Aviv, Israel.

ODDITY Tech Ltd. - Ordinary Shares - Class A

A controversial short report alleging ODDITY engaged in business misrepresentation and dishonest marketing has sparked fierce debate, with many investors buying the dip on strong fundamentals, a newly announced share buyback program, and a perceived overreaction, while others foresee further declines amid claims of fraud and overvaluation.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending due to a mixed earnings report showing revenue growth alongside widening losses and significant cash burn, fueling community debate over its future amid recent workforce reductions, ongoing dilution concerns from a large share resale, and a prolonged search for a permanent CEO. Investors are closely watching for clarity on its path to profitability, particularly concerning upcoming models and plans to be presented at its Investor Day.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is the focus of intense market discussion ahead of its impending earnings report, with widespread anticipation that its results will heavily influence the direction of the broader AI and tech sectors. Community sentiment is sharply divided, speculating whether a likely earnings beat will propel the stock to new highs or lead to a "sell the news" event, compounded by high options volatility.

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 ($LITE) is surging after reporting strong earnings and an optimistic outlook, driven by its pivotal role in providing optical components essential for the expanding AI data center infrastructure. The stock's rapid ascent has the community sharply divided between those celebrating significant gains from this AI-driven momentum and others cautioning about extreme overvaluation.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending due to highly polarized reactions to Donald Trump's recent State of the Union address, where community discussion is intensely divided over his political rhetoric, economic claims, and controversy surrounding the Epstein files; this has investors and commentators sharply split between those celebrating the speech as a success that will drive the stock and those criticizing it as a "lie-a-thon" underscoring the company's speculative fundamentals.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global (ZETA) is trending after delivering its 18th consecutive earnings beat and raise, reporting strong revenue growth and achieving positive GAAP net income. The community is actively debating its AI-powered platform and raised guidance, contrasting these strong fundamentals against broader software sector sell-offs and perceived price manipulation.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending following recent announcements of an innovation hub in India and a new "Sales Assist" agent, all ahead of its highly anticipated earnings report. Community discussion is focused on strong expectations for revenue growth and a path to profitability, with high short interest fueling speculation of a potential squeeze for its patented voice AI technology across automotive, QSR, and enterprise sectors.

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$AMD $QQQ $SPY well what a bounce off lows.  I own this in my IRA and wasn’t worried…but was very surprised on the earnings reaction.  

Chart looks legit…terrifying actually 😍

Wade

Matija Kraševec

Rob Demiak

$AMD $QQQ $SPY I don’t get it…AMD trading at 8x FY25 sales which is super cheap.  AVGO/NVDA are 25x. Had it not been for Trumps export controls the growth would have come in closer to 50%.  

This is why I own AMD and have for years.

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Advanced Micro Devices Inc

DJ Marr

 well what a bounce off lows.  I own this in my IRA and wasn’t worried…but was very surprised on the earnings reaction.  

Chart looks legit…terrifying actually 😍