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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 by Keyvan Mohajer, Majid Seyed Emami and James M. Hom 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 as investors focus on its record-breaking earnings and growing enterprise adoption, fueling community speculation about a potential short squeeze given the high short interest. The discourse is dominated by bullish sentiment regarding the company's long-term AI potential and calls for shareholders to opt out of stock lending to intensify pressure on bearish positions.

Cipher Digital, 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 Digital Inc.

Cipher Digital is experiencing significant volatility and intense community debate, with investors balancing enthusiasm for the company's aggressive AI data center expansion and early site delivery against frustration over recent stock price fluctuations. The community is actively discussing the stock's role in the broader AI infrastructure and power plays, closely monitoring upcoming earnings and regulatory updates to determine whether current price action represents a temporary dip or a larger trend shift.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire Corp is trending as investors react to a significant revenue beat and strong backlog growth in its recent earnings report, while the community actively debates its potential for a short squeeze given the high short interest. Market participants are closely watching the company's ability to turn this operational momentum into sustained profitability as it expands its footprint in the space and defense sectors.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is seeing heightened activity as the community debates the impact of continuous share dilution used to fund debt obligations and Bitcoin treasury expansion. Investors are closely monitoring price action for signs of a structural bottom, while vocal critics remain focused on concerns regarding the company's long-term sustainability and the influence of recent executive strategy on shareholder value.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo Inc. is currently trending as investors weigh strong institutional accumulation and recent milestones against significant retail skepticism regarding the company's lack of revenue. The community is intensely debating whether the stock represents a long-term play on advanced nuclear infrastructure for AI data centers or a high-risk speculative asset due to the pre-planned nature of insider share sales.

Doximity, Inc. engages in the development and operation of an online platform for medical professionals. Its cloud-based software has the ability to enable users to collaborate with their colleagues, coordinate patient care, conduct virtual patient visits, stay up to date with the latest medical news and research, and manage their careers. The company was founded by Shari Buck, Konstantin Guericke, Nate Gross, and Jeffrey A. Tangney on April 16, 2010 and is headquartered in San Francisco, CA.

Doximity Inc - Ordinary Shares - Class A

Doximity Inc

Doximity is trending due to a significant price surge following earnings that beat revenue expectations, coupled with management's bullish commentary on the company's clinical AI outperforming competing frontier models. The community remains deeply divided, with bulls pointing to long-term AI-driven growth potential while bears dismiss the move as a temporary short squeeze on fundamentally weak numbers.

Sezzle, Inc. engages in the operation of a digital payment platform that enables bank-to-bank transfer of money between consumers and businesses. The company was founded by Charlie G. Youakim, Killian Brackey and Paul V. Paradis on January 4, 2016 and is headquartered in Minneapolis, MN.

Sezzle Inc.

Sezzle is trending as investors react to a significant post-earnings selloff, with community sentiment split between those viewing the pullback as a buying opportunity based on strong growth and guidance and others concerned about valuation and margin compression. Discussion remains heavily focused on the stock's high short interest, potential for a short squeeze, and the contrast between the company's strong business performance and the sharp downward price movement.

AeroVironment, Inc. is a defense technology company delivering integrated capabilities across air, land, sea, space, and cyber. The company develops and deploys autonomous systems, loitering munitions, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities-built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. At the core of these technologies lies AV_Halo, a modular, mission-ready suite of AI-powered software tools that empowers warfighters and enables full-battlefield dominance: detect, decide, deliver. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future-defining capabilities at speed, scale, and operational relevance. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment is trending following a major $500 million U.S. Army contract award for counter-drone systems, fueling investor optimism about the company's backlog and its role in modern battlefield technology. The community is actively debating the stock's potential for recovery, with many pointing to defense spending tailwinds and upcoming investor events as catalysts, while others emphasize the need for sustained execution to justify current valuation levels.

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 is experiencing significant momentum after a strong earnings report and a cloud-growth outlook that defied sector-wide pessimism. The community is actively discussing a mix of bullish sentiment driven by AI-powered workflow integration and caution from traders wary of potential volatility following the stock's sharp, euphoric rally.

Corsair Gaming, Inc. designs and supplies hardware components for personal computers. It operates through the Gamer and Creator Peripherals, and Gaming Components and Systems segments. The Gamer and Creator Peripherals segment offers gaming keyboards, mice, headsets, controllers, and gaming gear including capture cards, Stream Decks, USB microphones, studio accessories, and EpocCam software, as well as coaching and training services. The Gaming Components and Systems segment focuses on creating power supply units, or PSUs, cooling solutions, computer cases, DRAM modules, prebuilt, and custom-built gaming PCs. The company was founded by Andrew J. Paul in 1994 and is headquartered in Milpitas, CA.

Corsair Gaming Inc

Corsair Gaming is trending as community sentiment splits between excitement over the company's expansion into AI workstations and frustration with recent price volatility. While some investors see the stock as a fundamentally undervalued turnaround play with strong earnings potential, others remain skeptical, pointing to heavy short interest and concerns over the stock's recent market performance.

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$HIMS remain long at $15.5/share with an overweight risk position. Back in my top 5 core holds again after $MRVL $IRM $ABBV. 

Lets Go 🌊🏄‍♂️

Peter

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Hims & Hers Health Inc

Marvell Technology Inc

Iron Mountain Inc.

Abbvie Inc

 remain long at $15.5/share with an overweight risk position. Back in my top 5 core holds again after 