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Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune (ALT) is trending due to a recently announced $75 million direct offering to a single institutional investor, which the community largely views as de-risking its Phase 3 MASH trial and strengthening its position for a potential acquisition. This financing, coupled with Barclays initiating coverage with an 'Overweight' rating and a $20 price target, is fueling active discussions about a significant rerating and potential short squeeze. Investors are optimistic about the company's trajectory under new CEO Jerome Durso, especially given the FDA's Breakthrough Therapy Designation for pemvidutide in the competitive MASH and weight loss market.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical (DRTS) is trending with significant community excitement surrounding a pending PMDA approval in Japan, complementing recent positive clinical data from its Alpha DaRT technology across various solid tumors. Investors are actively discussing the revolutionary potential of this oncology platform, further fueled by growing institutional interest and notable increases in trading volume.

Richtech Robotics, Inc. engages in the development of robotics and artificial intelligence. The firm designs, manufactures, and sells robots to restaurants, hotels, senior living centers, casinos, factories, and movie theaters. Its robots perform a variety of services including restaurant running and bussing, hotel room service delivery, floor scrubbing and vacuuming, and beverage and food preparation. The company was founded by Zhen Wu Huang and Zhen Qiang Huang on July 19, 2016 and is headquartered in Las Vegas, NV.

Richtech Robotics Inc. - Ordinary Shares - Class B

Richtech Robotics Inc.

Richtech Robotics (RR) is trending following its announced collaboration with Microsoft's AI Co-Innovation Labs to integrate advanced agentic AI into its robotic systems. This partnership, highlighting the synergy between AI and robotics, has spurred significant community discussion about the company's growth potential and a notable surge in trading activity.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending significantly upward, propelled by its multi-billion dollar investment in expanding NAND chip production and recent analyst upgrades. The community is buzzing with bullish sentiment, viewing the company as deeply undervalued given its low forward P/E and pivotal role in supplying high-bandwidth memory for the accelerating AI supercycle. Many investors are actively discussing the potential for substantial growth, drawing comparisons to past exponential runs in the semiconductor sector.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML is trending after reporting record Q4 order intake and robust 2026 guidance that significantly surpassed market expectations, largely propelled by escalating AI-related demand. The community is actively discussing its unparalleled monopoly in advanced chipmaking technology, underscoring its pivotal role in powering the semiconductor industry's expansion.

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 (SNDK) is trending amidst an explosive "memory supercycle" driven by soaring AI demand and strong results from industry peers. The stock's parabolic ascent has ignited a fierce debate, with bulls touting significant analyst upgrades and the potential for a continued run, while bears caution against extreme overvaluation and potential for a sharp correction. This intense market sentiment centers on whether its unprecedented gains are sustainable given the cyclical nature of the memory sector ahead of its upcoming earnings.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending amidst strong investor frustration over its prolonged stock underperformance, despite aggressive share buybacks and a fundamentally sound business. With upcoming earnings viewed as a make-or-break moment, the community is sharply divided between those who see the fintech powerhouse as an extremely undervalued opportunity and those who consider it a painful value trap. Recent strategic partnerships and acquisitions in AI-driven commerce are struggling to shift a narrative heavily focused on perceived management shortcomings and market manipulation.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

C3.ai is trending after securing significant new contracts with both the U.S. Army and the Department of Health and Human Services, generating optimism around its expanding federal sector presence and new CEO. Community discussion is heavily focused on the stock's high short interest, with many anticipating a potential short squeeze, while others debate its long-term valuation and path to profitability. These developments position C3.ai as a key focus for investors seeking a turnaround story within the growing enterprise AI market.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is heavily trending after a significant sector sell-off, triggered by the government's proposed minimal Medicare Advantage payment rate for 2027, which dramatically undershot market expectations. The community is sharply divided, with many debating if this is an overreaction and a prime "buying opportunity," while others anticipate further declines as the future profitability of managed care faces policy uncertainty.

Stride, Inc. is a technology-based educational company, which engages in the provision of proprietary and third-party curriculum, software systems and educational services. It also offers online curriculum and career services to middle and high school students, under the Destinations Career Academy brand name. The company was founded by Ronald J. Packard in 2000 and is headquartered in Reston, VA.

Stride Inc

Stride Inc. (LRN) is trending after reporting strong earnings that surpassed expectations and authorizing a significant stock repurchase program. The news has ignited community discussion around the company's surging enrollment growth and robust revenue outlook, leading many to view the stock as deeply undervalued with substantial upside potential. A potential short squeeze is also a major talking point, fueled by high institutional ownership and the company's position in the expanding online education sector.

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$NAVN if GS is right, there is some nice projected upside and growth here 
 
https://m.investing.com/news/analyst-ratings/goldman-sachs-assumes-coverage-of-navan-stock-with-buy-rating-93CH-4440711?ampMode=1

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Navan Inc. - Ordinary Shares - Class A

 if GS is right, there is some nice projected upside and growth here 
 


Cleanspark Inc

Cipher Mining Inc

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QXO Inc.

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Galaxy Digital Inc. - Ordinary Shares - Class A

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Dwight

@santacruztodd  Hey man - I am curious to hear your thoughts on this company; had noted WLAC to you back several months ago, which I think will be successful, but this one is more intriguing to me given the revenue at present and numerous Buy ratings, including from GS w/ a $30 target. I found this via an alert from an analyst yesterday, let me know your thoughts if you have time to dig in a little. If not, enjoy the wknd. This one I am thinking of holding for a while and see what comes of it, but a 2nd set of eyes from someone versed in this sector is welcomed if your schedule allows.

Santacruztodd

  Hey man - I am curious to hear your thoughts on this company; had noted WLAC to you back several months ago, which I think will be successful, but this one is more intriguing to me given the revenue at present and numerous Buy ratings, including from GS w/ a $30 target. I found this via an alert from an analyst yesterday, let me know your thoughts if you have time to dig in a little. If not, enjoy the wknd. This one I am thinking of holding for a while and see what comes of it, but a 2nd set of eyes from someone versed in this sector is welcomed if your schedule allows.