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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 experiencing significant momentum as investors position themselves ahead of the upcoming AUA plenary session, where the company is slated to present highly anticipated extended follow-up data for its prostate cancer program. The community sentiment is overwhelmingly bullish, fueled by the drug's potential as a practice-changing therapy and increasing institutional interest, while active discussions center on the possibility of a premium buyout by Big Pharma and the expectation of continued efficacy data separation.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending as investors debate whether the current price reflects a deep-value opportunity or a value trap, with the community closely tracking its pivot into agentic AI orchestration and enterprise integration. While some participants express frustration over persistent share price weakness and perceived manipulation, others are aggressively accumulating shares, pointing to the company's strong cash position, lack of debt, and potential for long-term growth as the market rotates toward quality AI software.

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 following a strong quarterly earnings report featuring revenue growth that beat analyst expectations and raised full-year guidance, fueled by accelerating enterprise adoption of its AI-powered features. Community sentiment is heavily focused on a potential short squeeze, with investors highlighting significant short interest and arguing that the companys strong net dollar retention and essential role in design workflows prove its long-term value despite broader market concerns about AI competition.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart Holdings is trending as investors weigh significant insider buying and new forward-flow partnerships against concerns over earnings volatility and sector-wide weakness. Community sentiment is deeply polarized, with many retail traders actively discussing the potential for a short squeeze fueled by high short interest, while others remain frustrated by persistent price stagnation and the stock's recent underperformance relative to other tech sectors.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is generating intense market discussion following a strategic pivot into high-density power solutions for AI data centers and a series of product rollouts, including its new solid-state transformer platform. While the solar sector faces ongoing macro headwinds and cyclical demand challenges, the community is actively debating whether these infrastructure-focused innovations will serve as a fundamental re-rating catalyst for the stock.

Trio-Tech International engages in the provision of third-party semiconductor testing and burn-in services. It operates through the following segments: Semiconductor Back-End Solutions (SBS) and Industrial Electronics. The SBS segment is focused on the sale of burn-in and reliability test equipment used in the back-end manufacturing processes of semiconductors. Its equipment includes burn-in systems, burn-in boards, and related equipment that is used in the testing of structural integrity of integrated circuits. The Industrial Electronics segment consists of designing, manufacturing, and distributing a range of tests, processes, and other equipment used in the manufacturing processes of customers in various industries in the consumer and industrial market. The company was founded in 1958 and is headquartered in Los Angeles, CA.

Trio-Tech International

Trio-Tech International is trending as investors pivot from story-driven AI names to companies with verifiable semiconductor revenue, with many drawing favorable valuation comparisons to industry peers despite its smaller market cap. The community is actively discussing its potential for a re-rating, fueled by expanding AI and EV testing demand and a lean share structure that amplifies volatility.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is generating significant market enthusiasm following a strong earnings report that highlighted massive revenue growth and a strengthened capacity expansion strategy. The community is actively discussing the stock's parabolic price action, debating the sustainability of its institutional-backed momentum against volatility, and sharing long-term bullish outlooks on its role in AI infrastructure.

SolarEdge Technologies, Inc. engages in the development of energy technology, which provides inverter solutions. The firm operates through the following segments: Solar and All Other. The Solar segment includes the design, development, manufacturing, and sales of an inverter solution designed to maximize power generation. The All Other segment includes the design, development, manufacturing and sales of UPS products, energy storage products, e-Mobility products, and automated machines. Its products and services include photovoltaic inverters, power optimizers, photovoltaic monitoring, software tools, and electric vehicle chargers. The company was founded by Guy Sella, Lior Handelsman, Yoav Galin, Meir Adest, and Amir Fishelov on August 7, 2006 and is headquartered in Herzliya, Israel.

Solaredge Technologies Inc

SolarEdge is experiencing significant market volatility driven by speculative options trading and broader energy sector reactions to shifting geopolitical tensions and AI-driven data center demand. Investors remain sharply divided, with a vocal community debating the stock's long-term turnaround potential versus concerns over sustained cash burn and competitive pressure.

Robinhood Ventures Fund I invest in companies located in the United States. The fund focuses on a broad range of sectors and industries. It provides financing for early stage transactions.

Robinhood Ventures Fund I - Common shares of beneficial interest

Robinhood's RVI is surging as investors look for retail exposure to high-profile private AI and tech companies like OpenAI and Databricks. While the community is actively debating the fund's massive premium over its net asset value, bullish sentiment remains strong regarding the potential for future IPO-driven catalysts and institutional accumulation.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the B&W segment. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox is trending as investors react to strong earnings and a massive project backlog, further fueled by speculation regarding high-profile AI data center partnerships and hyperscaler demand. Community discussion remains focused on the company's ability to capitalize on immediate off-grid power needs, with many highlighting recent contract momentum as a long-term catalyst despite previous volatility from short-seller reports.

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$SPYH Excellent video on this ETF, which I own, on 5/2/25. 
https://www.youtube.com/watch?v=KomdescUrV4

Terry Hart

Jasper

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Brand new income ETF from NEOS! We sit down with Troy Cates, Co-Founder and Portfolio Manager at NEOS Investments, to dive into their brand-new income ETF: SPYH - The NEOS S&P 500 Hedged Equity Income ETF.

YouTube

NEOS Launches SPYH: S&P 500 Income ETF With Downside Protection | Interview with Troy Cates

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NEOS S&P 500 Hedged Equity Income ETF

 Excellent video on this ETF, which I own, on 5/2/25. 
