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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is facing increased volatility amid market rumors of potential acquisition targets like Lionsgate, which has intensified investor frustration over the stock's recent performance. Community discussion is heavily divided between long-term investors advocating for patience due to strong fundamentals and share buybacks, and skeptics expressing concern over stagnating organic growth and management's shifting M&A strategy.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as investors react to a critical legal dispute with Nippon Shinyaku regarding commercial distribution rights ahead of the upcoming August 22 PDUFA date. The community is actively debating whether the company will secure independent commercialization for its DMD therapy, Deramiocel, viewing the lawsuit as a high-stakes hurdle that could significantly impact the stock's valuation upon potential FDA approval.

Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

Ocular Therapeutix is currently attracting significant community attention as investors await clarity on the AXPAXLI NDA submission timeline following recent trial data. The stock is experiencing heightened volatility and intense debate, with many participants focused on the high institutional ownership and conflicting sentiment regarding the strength of its clinical results compared to existing standards of care.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure shares are rallying following a leadership change at the FDA's gene therapy division, which investors believe will lead to more flexible regulatory reviews for its AMT-130 Huntington's disease treatment. The community is actively discussing the stock's potential for a significant turnaround, with many citing analyst upgrades and renewed optimism for accelerated approval pathways.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is trending as investors debate the impact of executive stock sales and sector-wide rotations against strong quarterly performance and enterprise growth. The community remains polarized, with some focusing on potential short-squeeze opportunities and bullish AI integration potential, while others express frustration over downward price pressure and institutional selling.

CarMax, Inc. is a holding company, which engages in the retail of used vehicles and wholesale of vehicle auction operators. It operates through the CarMax Sales Operations and CarMax Auto Finance (CAF) segments. The CarMax Sales Operations segment consists of all aspects of its auto merchandising and service operations. The CAF segment pertains to its finance operation, which offers vehicle financing services to customers buying retail vehicles. The company was founded by Richard L. Sharp and William Austin Ligon in 1993 and is headquartered in Richmond, VA.

Carmax Inc

CarMax is experiencing significant volatility and downward pressure as shares hit multi-year lows following a leadership change and preliminary quarterly results that fell short of expectations. The community remains deeply divided, with bears pointing to systemic issues like rising subprime delinquencies and weak foot traffic, while bulls argue the stock is severely oversold and represents a deep-value opportunity for long-term patient investors.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is currently trending as investors debate its explosive IPO valuation and speculative mechanics, with the market intensely focused on a limited public float and forced buying from index inclusion. While bulls are energized by orbital achievements and AI integration, many community members express concerns over extreme price multiples and volatility, positioning the symbol as a high-stakes battleground between speculative hype and traditional fundamental valuation.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is surging as the community remains divided over a recent production order announcement that notably omitted specific financial details. While some investors view the news as a critical validation of Aehr's wafer-level burn-in technology for the expanding silicon photonics and AI data center sectors, others remain skeptical, pointing to the lack of transparent order values and high valuation multiples relative to current revenue.

Bed Bath & Beyond, Inc. engages in the provision of an e-commerce platform. It offers furniture and home furnishing products and services. The company was founded on May 5, 1997 and is headquartered in Murray, UT.

Bed Bath & Beyond Inc.

Bed Bath & Beyond Inc

Bed Bath & Beyond is trending amid volatile price action following a fiscal quarter that delivered the company's first year-over-year revenue growth in several years, alongside a strategy of expanding through acquisitions. While some community members highlight the turnaround potential and improved cost structure, many investors are expressing frustration over a sharp intraday price reversal, with active discussions focusing on concerns over potential equity dilution and the challenges of integrating new business units.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy Enterprises is seeing heightened interest as investors weigh its role in providing zinc-based, long-duration energy storage critical for AI data center and grid infrastructure against concerns surrounding its recent capital-raising and dilution efforts. While the community is actively debating the company's manufacturing scalability and the potential for a short squeeze given the significant short interest, sentiment remains divided between those betting on long-term institutional accumulation and those cautious of management's financial strategies.

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$DXYZ I got a free share when this came out and sold after the mega pump 
 
I believe even with a larger float now, it can pump. NAV very unclear, though, which I dislike. But it&#39;s worth taking a flyer on IMO 
 
$BTX $BST I&#39;m in too

Henson

Daniel Baker

@Thincarl I&#39;m trying to feed models conservative and current info, and continue to get the following estimated current NAV / share numbers (similar across models)... 
 
$DXYZ : $32–$48 per share (base case ~$38–$42). This factors in the February additions, SpaceX’s outsized weight, Anthropic uplift, and partial mark-up of the rest of the book. 
 
$VCX: $30–$46 per share (base case ~$35–$42). Similar uplift but different weighting (heavier Databricks/OpenAI/Anthropic, lighter SpaceX) plus the fresh OpenAI round participation.

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 I got a free share when this came out and sold after the mega pump 
 
I believe even with a larger float now, it can pump. NAV very unclear, though, which I dislike. But it's worth taking a flyer on IMO 
 
