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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending after Novo Nordisk filed a lawsuit for alleged patent infringement over its compounded GLP-1 medications, intensifying regulatory pressure from the FDA and DOJ following the company's withdrawal of its oral semaglutide pill. The community is sharply divided between those who see this as a terminal blow to a "copycat" business model and others who view the sell-off as an overreaction, creating a potential "buy the dip" or "short squeeze" opportunity against big pharma.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending as Morgan Stanley initiated 'Overweight' coverage with a $37 price target, citing its strong power infrastructure and strategic pivot towards AI/HPC data center conversions. The community is anticipating continued growth and potential for a significant short squeeze, fueled by institutional confidence and its key partnership with Google.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending amidst intense community discussion driven by Tether's substantial investments and multi-year spending commitments, coupled with the transformative Northern Data acquisition positioning it as a significant AI and cloud infrastructure player. This robust backing, alongside the launch of Rumble Shorts and Wallet and the return of key content creators, is fueling widespread speculation about a massive short squeeze given historically high short interest.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is trending after its latest earnings report revealed a revenue miss and net loss, prompting a significant share price drop. Despite an adjusted EPS beat, the community is divided between investors highlighting management's optimistic outlook for 2026, including improving market conditions and strategic partnerships, and skeptics pointing to a history of underperformance and uncertainty around future growth.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean is trending due to its significant all-stock acquisition of Valaris, a move the community largely views as a transformative consolidation poised to enhance market leadership and pricing discipline in the offshore drilling sector. Many anticipate the deal will accelerate debt reduction and position the combined entity for an emerging industry upcycle, though some investors are questioning its immediate impact on existing debt and asset strategy.

Kyndryl Holdings, Inc. is a technology services company, which engages in the provision of infrastructure services. It operates through the following segments: United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment represents the aggregation of operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland. The company was founded on December 4, 2020 and is headquartered in New York, NY.

Kyndryl Holdings Inc

Kyndryl Holdings Inc. is trending amid a significant downgrade by JPMorgan, reduced forecasts, a CFO departure, delayed financial filings, and allegations of financial impropriety from a short-seller. This has ignited intense community discussion, with some fearing severe financial issues while others see the sharp valuation drop as an overreaction and a potential buying opportunity.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is trending following its strong Q3 earnings report, which significantly surpassed estimates and included a raised full-year outlook, attributed to robust brand growth and the successful Rhode launch. Despite these strong results, the stock saw an immediate post-earnings pop quickly reverse, sparking community debate about the unexpected sell-off being an overreaction or a sign of broader market pressures on growth stocks.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum (LITE) is experiencing significant momentum after reporting strong earnings and an optimistic outlook, driven by its critical role in the AI-fueled optical supercycle and increasing demand for co-packaged optics (CPO) and optical circuit switches (OCS), though some investors caution about its rapid valuation climb.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

Monday.com is trending following a mixed earnings report where strong Q4 results were overshadowed by conservative forward guidance, leading to a significant stock decline. This has sparked intense community debate, with some investors viewing the dip as an extreme overreaction and a buying opportunity, while others express concerns about the company's future growth and its position within the competitive software sector amidst rising AI advancements.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is trending as Citron Research pounds the table on its leading AI agent security capabilities, specifically highlighting the Prompt Security acquisition as crucial for combating advanced threats like Clawbot. This bullish call, combined with recent GovRamp authorization, sparks lively debate among investors who see deep value at current multi-year lows despite persistent selling pressure and frustration over management.

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$UG 
$UG United Guardian
At these prices $UG looks like a true Buffett-style bargain: niche business, sky-high margins, and a moat that has lasted for decades thanks to very high switching costs. Cosmetic and pharma companies don’t reformulate easily – it would mean re-certifications, clinical studies, and risking consumer trust.

The new CEO is taking a more vigilant approach: cost optimization, stronger push into international markets, and revitalizing legacy products with new partnerships. This isn’t a hype-driven story – it’s about solid cash flows, outstanding returns on capital, and reliable dividends.

A microcap with a moat that easily lasts 10+ years. Exactly the kind of stock young Buffett would have bought and locked away.

Robert Johnson

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United-Guardian, Inc.

 looks like a true Buffett-style bargain: niche business, sky-high margins, and a moat that has lasted for decades thanks to very high switching costs. Cosmetic and pharma companies don’t reformulate easily – it would mean re-certifications, clinical studies, and risking consumer trust.

The new CEO is taking a more vigilant approach: cost optimization, stronger push into international markets, and revitalizing legacy products with new partnerships. This isn’t a hype-driven story – it’s about solid cash flows, outstanding returns on capital, and reliable dividends.

A microcap with a moat that easily lasts 10+ years. Exactly the kind of stock young Buffett would have bought and locked away.