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Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana (CVNA) is trending with high volatility after its earnings report missed adjusted profit estimates despite record revenue, fueling intense community debate around its business model, heavy reliance on loan sales, and perceived accounting practices amid a lack of clear forward guidance.

TOSHI

TOSHI is actively discussed as the community observes bullish charting patterns and increasing volume, signaling potential for a breakout amidst a broader altcoin season, with many highlighting its role as the "face of Base" within the Coinbase ecosystem.

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

DoorDash Inc - Ordinary Shares - Class A

DoorDash is trending due to a significant after-hours rally following its mixed Q4 earnings, where the stock surged despite missing revenue and EPS estimates but provided a strong outlook for Q1 Marketplace GOV. This has sparked a heated debate, with bulls cheering the unexpected rebound and growth prospects, while bears remain skeptical, citing valuation and the earnings misses.

VisionWave Holdings, Inc. engages in the forefront of revolutionizing defense capabilities by integrating advanced artificial intelligence (AI) and autonomous solutions across air, ground, and sea domains. The company was founded on March 20, 2024 and is headquartered in Wilmington, DE.

VisionWave Holdings Inc.

VisionWave Holdings, Inc.

VisionWave Holdings is generating buzz from a $10 million statement of work for its qSpeed-Mine cryptocurrency acceleration platform and a strategic agreement with SaverOne to develop an RF-based defense platform. Community conversation also highlights recent institutional interest, including a significant stake from Goldman Sachs, positioning the low-float stock for potential upside across its AI, defense, and autonomous systems portfolio.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is trending due to recent conditional marketing authorization for its bladder cancer drug Anktiva across 33 European countries, alongside earlier approval in Saudi Arabia for both bladder and lung cancer. This global expansion, highlighted by Dr. Patrick Soon-Shiong's active communication about further international growth and hiring, fuels strong community discussion about the drug's broad potential, substantial short interest, and the increasing pressure on bears as the company's valuation rises.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Zevra Therapeutics is trending amidst community debate over a recent Delaware court ruling favoring Commave in a lawsuit, which some fear could lead to "nine-figure" remedies and highlights ongoing frustration with management's perceived ethics. This legal setback is, however, being met with strong speculation of an imminent acquisition following a key board appointment with M&A expertise, while investors also await European approval for MIPLYFFA and long-term data, despite persistent frustration over the stock's valuation and perceived manipulation.

Chewy, Inc. operates as an online retailer of pet food and other pet-related products and services. It supplies pet medications, food, treats and other pet-health products and services for dogs, cats, fish, birds, small pets, horses, and reptiles. It has a portfolio of pet healthcare offerings that includes Chewy Pharmacy, Connect with a Vet, and CarePlus, an exclusive suite of pet-first insurance and wellness plans. The company was founded by Ryan Cohen and Michael Day in September 2011 and is headquartered in Plantation, FL.

Chewy Inc - Ordinary Shares - Class A

Chewy Inc

Chewy is trending due to a significant and sustained downturn, reaching new 52-week lows amidst investor frustration and confusion. The community is actively debating whether the stock has found a bottom, pointing to recent leadership changes, a weaker outlook, and broader macroeconomic concerns affecting pet spending, all while anticipating the upcoming March earnings report for a potential catalyst.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is trending after announcing its acquisition of Kodiak Building Partners, a move the community sees as a significant step in Brad Jacobs' ambitious strategy to consolidate and transform the building materials distribution industry, fueling expectations for further M&A activity and long-term growth.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is trending heavily ahead of its anticipated earnings report, which follows its recent crossing of a trillion-dollar market capitalization. Community discussion is sharply divided, with bulls highlighting strong e-commerce and resilient consumer demand for value, while bears focus on its unusually high price-to-earnings ratio and potential for a correction.

Personalis, Inc. engages in the provision of advanced genomic tests for cancer. The firm is also involved in providing sequencing and data analysis services to support population sequencing initiatives. The company was founded by Euan A. Ashley, Michael Snyder, Atul J. Butte, John S. West, and Russ B. Altman in February 2011 and is headquartered in Fremont, CA.

Personalis Inc

Personalis is trending after securing Medicare coverage for its NeXT Personal MRD test in lung cancer, a pivotal milestone that the community sees as validating its ultra-sensitive technology and accelerating revenue potential in the rapidly expanding precision oncology market. Investors are closely watching for additional reimbursement approvals, anticipating significant long-term growth and a re-rating of the stock.

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$NVAX 
LT TRADE 3 to 6 Month holding period / D1 / MID Conviction
So far, clinical data shows that NVAX has the best vax product : 
1 dose
easy storage
T Cell immunity (Lasts longer, protects against symptoms and CATCHING the disease means you shed it less while asymptotic) If the P3 goes well (and looking at PFE &amp; friends it should) it should 
This is the real gold standard in vaxes - Rich countries gonna get this one and pay a premium for it. PFE/MRNA will go for 15 to 25$/ dose. this one can go for higher

They have a deal with manufacturer SPIIL which will allow them to manufacture 2bn dose / yr . 2bn * 25 = 50bn revenue. Right now NVAX trading at 5b mkt cap... . Manufacturing vaxes post R&amp;D is cheapo.

Ludovic Fortin

StockTwits Web

Novavax Inc

 
LT TRADE 3 to 6 Month holding period / D1 / MID Conviction
So far, clinical data shows that NVAX has the best vax product : 
1 dose
easy storage
T Cell immunity (Lasts longer, protects against symptoms and CATCHING the disease means you shed it less while asymptotic) If the P3 goes well (and looking at PFE & friends it should) it should 
This is the real gold standard in vaxes - Rich countries gonna get this one and pay a premium for it. PFE/MRNA will go for 15 to 25$/ dose. this one can go for higher

They have a deal with manufacturer SPIIL which will allow them to manufacture 2bn dose / yr . 2bn * 25 = 50bn revenue. Right now NVAX trading at 5b mkt cap... . Manufacturing vaxes post R&D is cheapo.