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Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

A full strategic pivot to an AI/HPC data center infrastructure provider, marked by its rebrand to "Cipher Digital," is driving significant discussion for Cipher Mining. Bullish investors are highlighting billions in contracted revenue with hyperscalers like Amazon and Google, anticipated imminent new deals, and strong institutional financing as key drivers for its decoupling from Bitcoin's volatility.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Vir Biotechnology is trending following a major collaboration deal with Astellas Pharma for its prostate cancer asset, which includes significant upfront and milestone payments, coupled with encouraging Phase 1 trial data. Community discussion is split between bullish sentiment for a long-term breakthrough and skepticism anticipating a typical biotech 'sell the news' reaction due to the early development stage.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending as the market keenly debates the disruptive potential of Anthropic's Claude Code on legacy COBOL modernization, a key service for Big Blue, which triggered a notable market cap decline. Community discussion centers on whether this is an overreaction, given IBM's existing AI solutions and its partnership with Anthropic, or if it signals a broader shift in traditional IT services.

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 trending following mixed earnings that highlighted strong subscriber growth but raised concerns with soft forward guidance and increasing regulatory scrutiny surrounding its GLP-1 weight-loss business. This has ignited a fierce debate within the community, with many anticipating a short squeeze due to high short interest, while others warn of further downside from mounting legal and competitive pressures.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian ($TEAM) is trending as widespread "AI disruption" fears, specifically concerning tools like Anthropic's Claude, continue to fuel a sector-wide sell-off, sparking a polarized community debate between those foreseeing further declines due to the perceived threat and others arguing the stock is "criminally oversold" given its deeply embedded enterprise solutions.

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 is trending as the community eagerly awaits its upcoming earnings report, widely expected to mark its 18th consecutive beat and a significant step towards GAAP profitability, even amidst broader software sector concerns regarding AI disruption impacting market sentiment.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos Defense is trending after reporting a strong Q4 earnings beat and securing multiple major contracts, including a role in the U.S. Department of War's Drone Dominance Program. This positive news, coupled with analyst upgrades, has nonetheless led to a mixed immediate market reaction, sparking community debate over the company's valuation versus its substantial long-term growth potential in the expanding defense and drone technology sectors.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy (BE) is trending following an impressive Q4 earnings beat and robust 2026 guidance, driven by a surging product backlog and massive demand from the AI data center industry. The community expresses high conviction for its long-term growth as a critical power infrastructure provider, despite acknowledging its extreme volatility and high valuation.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit Inc. is trending due to its new partnership with Anthropic, which aims to integrate AI-powered financial tools across its platforms and expand AI agents for businesses. This collaboration is sparking community discussion about whether AI is an opportunity or a threat, with many viewing it as a tailwind that could help software rebound from recent sector-wide sell-offs, particularly as the company approaches its earnings report.

Rich Sparkle Holdings Ltd. engages in the provision of financial printing and corporate services. The firm offers typesetting, proofreading, translation, design, and printing of listing documents, financial reports, fund documents, circulars, and announcements. It also delivers advisory services, such as conducting internal control assessment and environmental, social and governance performance evaluation, and other services including provision of co-working space. The company was founded in 2016 and is headquartered in Hong Kong.

Rich Sparkle Holdings Ltd.

Rich Sparkle Holdings Limited

Rich Sparkle Holdings (ANPA) is trending due to its recent acquisition of TikTok icon Khaby Lame's core company, propelling it into the e-commerce live-streaming sector. This move has generated significant speculative interest and extreme volatility, with community discussion polarized between potential for a "Hong Kong low float" squeeze and concerns over massive share dilution and the company's valuation relative to its revenue.

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$PSKY $NFLX $WBD  
While Warner is a &#39;must have&#39; for Paramount its a &#39;nice to have&#39; for Netflix.  Ellisons want it more and will outbid Netflix for the prize.

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Paramount Skydance Corp. - Ordinary Shares - Class B

Netflix Inc

Warner Bros Discovery Inc

  
While Warner is a 'must have' for Paramount its a 'nice to have' for Netflix.  Ellisons want it more and will outbid Netflix for the prize.