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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 trending after reporting substantial revenue growth and positive adjusted EBITDA, coupled with increased capacity guidance and the strategic acquisition of AI agentic search company Tavily. The community is actively debating whether these strong operational metrics and strategic moves outweigh a perceived earnings miss, positioning NBIS as a highly discussed AI infrastructure play amid intense sector demand.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is gaining attention as its oral obesity drug VK2735 received FDA clearance to skip a trial phase and advance directly into Phase 3, significantly accelerating its development timeline in the competitive GLP-1 market. This strategic acceleration, coupled with promising data from its injectable program and recent regulatory actions against compounded alternatives, has fueled community discussions about potential partnerships or a significant short squeeze, despite recent mixed financial results.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical ($DRTS) is trending amid high anticipation for imminent Japan PMDA approval and recent positive news regarding a second successfully treated GBM patient. The community is increasingly bullish, citing growing institutional accumulation and the transformative potential of its Alpha DaRT technology, which demonstrates broad efficacy across solid tumors.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly Inc. is trending after reporting record quarterly and annual results, marking its first profitable fiscal year, and highlighting AI agent traffic as a significant tailwind for its edge computing services. The community is actively discussing the company's accelerating growth, improving profitability, and perceived undervaluation relative to peers, with many seeing a significant rerating ahead for the edge computing provider.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, Jersey.

NovoCure Ltd

NovoCure is trending following the U.S. FDA approval of its Optune Pax, a Tumor Treating Fields therapy for locally advanced pancreatic cancer, hailed as the first new treatment in three decades with improved patient outcomes. The community is actively debating significant upside potential from this groundbreaking news, while some caution about previous stock volatility and potential commercial challenges, despite promising survival and pain progression data from trials.

Crocs, Inc. engages in the design, development, manufacture, worldwide marketing, sale, and distribution of lifestyle footwear and accessories. It operates through the Crocs Brand and HEYDUDE Brand segments. The company was founded by Scott Seamans, George B. Boedecker, Jr., and Lyndon V. Hanson III in 2002 and is headquartered in Broomfield, CO.

Crocs Inc

Crocs is trending following an unexpected adjusted earnings and revenue beat, defying earlier market pessimism and driving a significant rally. Community sentiment highlights the stock's perceived undervaluation, ongoing share buybacks, and signs of stabilization in its HeyDude brand as key drivers, despite broader sector headwinds.

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 is surging after a major short-seller retracted a damaging report and issued an apology, driving community discussion around the stock's strong AI-driven ad-tech fundamentals and an anticipated rally ahead of its upcoming earnings.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending after its Q4 earnings report highlighted the operational "Eagle Line" pilot production and B-sample shipments to multiple OEMs, sparking intense debate. Bulls see this as a pivotal move towards commercialization and a licensing model, while bears remain critical of the continued lack of concrete revenue, profits, and specific customer commitments, questioning its valuation in the competitive solid-state battery sector.

Seres Therapeutics, Inc. engages in the development of biological drugs through microbiome therapeutics platform. Its product pipeline includes SER-109, SER-287, SER-301, and SER-401. The company was founded by Geoffrey von Maltzahn, David A. Berry, and Noubar B. Afeyan on October 18, 2010 and is headquartered in Cambridge, MA.

Seres Therapeutics Inc

Seres Therapeutics is trending amid a recent workforce reduction and a legal ruling allowing a key patent lawsuit to proceed, intensifying community speculation. Investors are sharply divided between frustration over management's perceived missteps and strong hopes for an imminent acquisition, particularly by Nestle, given the underlying value of its microbiome platform and lead candidate SER-155.

BridgeBio Pharma, Inc. engages in identifying and advancing transformative medicines to treat patients who suffer from Mendelian diseases. Its pipeline of development programs includes product candidates ranging from early discovery to late-stage development. The company was founded by Charles Homcy, Francis Patrick McCormick, Philip Reilly, and Neil Kumar in 2015 and is headquartered in Palo Alto, CA.

BridgeBio Pharma Inc

BridgeBio Pharma is trending due to a rapid succession of positive Phase 3 clinical trial readouts for its BBP-418 and encaleret programs, significantly de-risking its pipeline. This, combined with the impressive commercial launch trajectory of its ATTR-CM drug, Attruby, is fueling widespread community discussion regarding the company's potential undervaluation. Analysts and investors are closely watching BBIO's transformation into a multi-product biotech, with many speculating on its increasing appeal as a prime acquisition target.

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