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Venus Concept, Inc. is a global medical technology company, which engages in the business of developing, commercializing, and selling minimally invasive and non-invasive medical aesthetic and hair restoration technologies. It operates under the United States and International geographical segments. The company was founded on November 22, 2002 and is headquartered in Toronto, Canada.

Venus Concept Inc

Venus Concept (VERO) is experiencing extreme volatility and massive trading volume following news that Madryn Asset Management acquired a 91% stake, with discussions around potential delisting. The community is fiercely debating between a short squeeze fueled by the significantly reduced float and warnings of imminent dilution or a discounted private buyout for existing shareholders.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk (TTD) is experiencing a significant downturn, consistently hitting new multi-year lows that have fueled widespread community frustration and calls for CEO Jeff Green's accountability. The stock's underperformance, even on broader market up days, is drawing intense debate between investors concerned about competition from "walled gardens" and those with long-term conviction in the company's fundamentals and future growth in connected TV. Upcoming earnings are highly anticipated as a potential catalyst to either validate bearish sentiment or trigger a rebound.

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 is trending due to impressive revenue growth from its ANKTIVA sales, bolstered by key international approvals and promising new clinical data for lymphoma patients. The community is actively discussing the company's strengthened financial position and potential for global expansion, anticipating a significant impact on cancer treatment and a continued short squeeze.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Applovin (APP) is experiencing significant volatility and a notable price decline, generating intense community discussion despite a wave of recent analyst upgrades and bullish outlooks. Investors are actively debating whether the sharp pullback is due to broader tech sector weakness, option-related manipulation, or a fundamental re-evaluation, with many buying the dip while others anticipate further downside.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. 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 (FIG) is currently trending amidst significant investor apprehension, as concerns over an impending lock-up expiration in late January and ongoing insider selling are fueling a sharp decline well below its IPO price. While many in the community express frustration and predict further downside, a segment of investors views the steep pullback as a unique accumulation opportunity, betting on the company's strong position in UI/UX design and potential AI-driven growth. The broader market conversation reflects mixed views on AI's long-term impact on Figma's core collaborative design platform.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

Zebec Network (ZBCN) is trending due to excitement surrounding its robust partnerships, most notably with World Liberty Finance for USD1 payroll integration and ongoing discussions for Stellar and Ripple collaborations. The community views ZBCN as an undervalued 'hidden gem,' anticipating significant growth from its ISO 20022 compliance, upcoming Super App launch, and a shift towards a deflationary token model, with many 'pirates' accumulating for long-term gains.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending following a notable analyst upgrade and widespread speculation about upcoming significant AI data center contracts. The community is actively debating its valuation, with many bullish investors pointing to the company's substantial power capacity and strategic position within the burgeoning AI compute sector. While some perceive it as overvalued, others anticipate further gains as demand for AI infrastructure continues to surge.

MannKind Corp. is a biopharmaceutical company, which focuses on the development and commercialization of innovative therapeutic products and devices to address serious unmet medical needs for those living with endocrine and orphan lung diseases. Its products and pipeline include Afrezza, Pediatric Afrezza, V-Go, Tyvaso DPI, MNKD-101, MNKD-201, MNKD-301, and MNKD-501. The company was founded by Alfred E. Mann on February 14, 1991 and is headquartered in Danbury, CT.

Mannkind Corp

Mannkind is trending following a recent FDA approval for FUROSCIX in pediatric patients and anticipated PDUFA dates for Afrezza's label expansion and pediatric use, alongside a business update reporting record-setting quarterly revenues. The community is sharply divided, with optimists highlighting growth catalysts and strong financials, while others vocalize frustration over perceived stock manipulation, management's leadership, and unfavorable comparisons to competitors. The ongoing debate focuses on whether these milestones will translate into sustained shareholder value for the company's diverse cardiometabolic and orphan lung disease pipeline.

Memecoin on Injective taken over by the community.

Nonja

$NONJA is trending as a high-conviction memecoin on the Injective ($INJ) chain, with its community touting it as a resilient and "unruggable" asset due to high burned liquidity. The conversation centers on $NONJA as a leveraged play on Injective's robust fundamentals, including its strong developer activity, undervalued market cap, and potential institutional interest from staked ETF filings. This positions $NONJA for amplified gains as the broader Injective ecosystem is anticipated to expand significantly.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is experiencing strong positive sentiment following the successful launch and impressive early prescription numbers for its oral Wegovy weight-loss pill. The community is actively discussing this significant first-mover advantage, especially as a key competitor's oral GLP-1 drug faces regulatory delays, further solidifying Novo Nordisk's leading position in the rapidly expanding obesity treatment market.

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$CIFR $WULF $APLD $GLXY $RIOT I like your approach, and agree but owning all of these is not diversification. Problem is that these are all relatively new companies in a capital intensive infrastructure requiring creative financing. Unfortunately these companies are also tied to Bitcoin and several can&#39;t decouple. Combine that with a fear of AI bubble, case in point the Deepseek BS last year which affected the entire sector, so yeah, I&#39;m optimistic and agree with the megawatt supply, but still a pretty fragile industry.

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Steven B Holt

Yong Jin

Friendly reminder that the AI infrastructure operators aren&#39;t competing. This is the part people miss. 
 
In a normal market, you compare companies selling similar products to similar customers. One wins share, another loses it. The comparison framework makes sense because the pie is fixed and they&#39;re fighting over slices. 
 
That&#39;s not this market. The hyperscalers need more capacity than all seven operators combined can deliver. Microsoft signed IREN for $9.7 billion and NBIS for $17.4 billion. Amazon signed $CIFR for $5.5 billion. Google backstopped $WULF and Cipher simultaneously. CoreWeave committed to both $APLD and $GLXY. AMD just signed $RIOT. These aren&#39;t exclusive relationships born from competition. They&#39;re parallel commitments born from desperation. 
 
The mechanism matters. Each operator controls different grid interconnections in different geographies. Applied Digital has North Dakota. Galaxy has West Texas. TeraWulf has upstate New York. Cipher has sites across Texas. Riot has Rockdale and Corsicana. The power positions don&#39;t overlap. A hyperscaler can&#39;t substitute one for another because the electrons come from different grids. These are local monopolies, not market competitors. 
 
When Riot signs AMD, it doesn&#39;t take a contract from Applied Digital. It validates that the demand extends beyond the usual suspects. When TeraWulf signs $17 billion with Google-backed Fluidstack, it doesn&#39;t threaten Galaxy&#39;s CoreWeave relationship. It confirms that hyperscaler-grade counterparties are committing billions across multiple operators because they need all of them. 
 
This is how asymmetric setups work. You want every operator to succeed because each success validates the thesis. Applied Digital delivering 100 MW on time makes Galaxy&#39;s Helios contracts more credible. TeraWulf&#39;s Google equity stake signals that hyperscalers are converting from customers to co-owners across the sector. Riot&#39;s AMD deal proves the customer base extends to chipmakers. The pattern reinforces itself. 
 
My position reflects this. Applied Digital is the largest allocation because they&#39;ve delivered and have two hyperscaler relationships. But I hold all seven. Today I added Riot. The thesis isn&#39;t that one operator wins. The thesis is that power scarcity creates structural value for everyone who solved it early. Diversification across operators isn&#39;t hedging against the thesis. It&#39;s expressing it. 
 
Comparing them as competitors applies the wrong framework. The question isn&#39;t which operator captures share. The question is whether contracted infrastructure revenue from creditworthy counterparties is worth more than zero-revenue speculation. The operators answer that question together.

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Galaxy Digital Inc. - Ordinary Shares - Class A

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 I like your approach, and agree but owning all of these is not diversification. Problem is that these are all relatively new companies in a capital intensive infrastructure requiring creative financing. Unfortunately these companies are also tied to Bitcoin and several can't decouple. Combine that with a fear of AI bubble, case in point the Deepseek BS last year which affected the entire sector, so yeah, I'm optimistic and agree with the megawatt supply, but still a pretty fragile industry.

Chris Michaels

@HortonHears67 @KavaStocks these will all be successful, the demand for ai and power in insatiable. However you&#39;re right, it&#39;s not diversified owning them all. I only own 1-2 best quality. I owned Galaxy primarily.

 these will all be successful, the demand for ai and power in insatiable. However you're right, it's not diversified owning them all. I only own 1-2 best quality. I owned Galaxy primarily.