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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 rallying as the community intently focuses on whether the company will decline to match a recently deemed superior offer for Warner Bros. Discovery, with many investors hoping this avoids substantial debt and regulatory obstacles, potentially triggering further upside as the crucial decision looms.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance (PSKY) is heavily discussed as Warner Bros. Discovery (WBD) considers its revised, potentially superior takeover bid, prompting community debate over whether PSKY is making a transformative move or incurring excessive debt, and if Netflix will counter-bid or accept a breakup fee.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is experiencing significant volatility following guidance that prioritizes user growth and AI innovation over immediate financial gains, alongside a $400M share buyback. This has ignited a fierce debate among investors regarding the company's long-term competitive moat against AI translation tools versus its potential to become an education super-app.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is sparking intense community debate following its latest earnings report, which featured robust revenue growth and a staggering $66.8 billion backlog but also widening net losses and an EPS miss. Investors are weighing the massive AI infrastructure demand and a new $8.5 billion Meta-backed loan against significant debt, cash burn, and execution challenges, with further clarity anticipated from the earnings call.

Block, Inc. engages in creating ecosystems for distinct customer audiences. It operates through the Square and Cash App segments. The Square segment provides payment services, software solutions, hardware, and financial services to sellers. The Cash App segment includes the financial tools available to individuals within the mobile Cash App, including peer-to-peer payments, bitcoin and stock investments. It also includes Cash App Card, which is linked to customer stored balances that customers can use to pay for purchases or withdraw funds from an ATM. The company was founded by Jack Patrick Dorsey and James Morgan McKelvey in February 2009 and is headquartered in Oakland, CA.

Block Inc - Ordinary Shares - Class A

Block Inc

Block Inc. is surging after announcing a significant workforce reduction and restructuring towards an "AI-first" strategy, coinciding with strong Q4 results. The market is cheering these aggressive cost-cutting measures, sparking community debate over the ethics of rewarding mass layoffs and their implications for the broader tech sector's efficiency through AI.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital Holdings is trending as a major strategic shift towards AI and high-performance computing data centers, driven by new partnerships and acquisitions, is generating intense community discussion and speculation about a significant short squeeze, largely overshadowing recent disappointing financial results.

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 trending following a substantial earnings miss on revenue and EPS, leading to a sharp stock decline and widespread community discussion about management's credibility and execution challenges. Despite calls of "worst CEO ever" and "major breach of trust" by many, some investors view the massive sell-off as an "oversold" opportunity, citing the company's zinc battery technology, growing backlog, and broader demand in the energy storage sector.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery is trending as Netflix walks away from its acquisition bid after Paramount Skydance's offer was deemed superior, with the community largely praising Netflix's strategic move to collect a significant breakup fee, while WBD investors anticipate a higher payout from Paramount despite new debt concerns for the acquirer.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending due to a dual financing announcement, including a non-dilutive royalty deal for its prostate cancer candidate and a concurrent public offering, which has sparked intense community debate over dilution and management's long-term commercialization strategy. Bulls view the capital raise as crucial validation and runway for its promising oncology pipeline, while bears express strong concerns about shareholder value and the impact on a potential "go it alone" approach.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is trending due to the final investment approval for its Romanian SMR project, bolstering the narrative that small modular reactors are essential for increasing global power demands, especially from AI data centers. The community is actively debating this positive catalyst against recent selling pressure from a major shareholder and ongoing class-action lawsuit allegations, leading to high volatility.

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$AMRSQ From Q3 2017 CC transcript, seems as the gross margin(&gt;50%) expectation were for the whole year:

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Amyris Inc

$AMRS From Q3 2017 CC transcript, seems as the gross margin(>50%) expectation were for the whole year:

FinalThought

it is interesting that &quot;The best cash position in years&quot; is in direct correlation with the highest short position ever(should be inverse):

it is interesting that "The best cash position in years" is in direct correlation with the highest short position ever(should be inverse):

@FinalThought so are the shorts that dumb or is there something we’re missing? Seems most shorts are tutes

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 so are the shorts that dumb or is there something we’re missing? Seems most shorts are tutes

Robinhood Markets Inc

@startsmalllivebig the short position is high for over 6 months now, if they knew something is should already show.

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 the short position is high for over 6 months now, if they knew something is should already show.

@FinalThought @startsmalllivebig I guess it&#39;s possible shorts are used to AMRS behaving a specific way. And now AMRS is transitioning...?

 I guess it's possible shorts are used to AMRS behaving a specific way. And now AMRS is transitioning...?

@Real_Money @startsmalllivebig My opinion is that their thinking was Amyris is going to do public offering back at Q2 2017, the interest

 My opinion is that their thinking was Amyris is going to do public offering back at Q2 2017, the interest

@startsmalllivebig @Real_Money started to riase around that point. Amyris had substential short term debt and not enough cash, but DSM came

 started to riase around that point. Amyris had substential short term debt and not enough cash, but DSM came

@startsmalllivebig @Real_Money along and the PO was cancelled.

@startsmalllivebig @Real_Money PO cancelled = float did not raise = very hard to exit large short position without huge losses.

 PO cancelled = float did not raise = very hard to exit large short position without huge losses.

@startsmalllivebig @Real_Money So what we see is large short position paying millions of USD in interest and cannot exist.

 So what we see is large short position paying millions of USD in interest and cannot exist.

@FinalThought @startsmalllivebig @Real_Money oh, they can exit. Just not for cheap ;)

 oh, they can exit. Just not for cheap ;)

Gorilla Technology Group Inc

@FinalThought Some of those shorts are probably against convertible debt. short protects value of position. Not sure on variations of this

 Some of those shorts are probably against convertible debt. short protects value of position. Not sure on variations of this

HulkSmash

@FinalThought as always. Very insightful thread. Thanks to all.

 as always. Very insightful thread. Thanks to all.

@FinalThought I wonder if gross margin target is GAAP or non GAAP adjusted.

 I wonder if gross margin target is GAAP or non GAAP adjusted.