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Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending upward following its Q4 earnings report, which included positive R2 delivery projections and its first annual gross profit, sparking a community-wide debate between those anticipating a major short squeeze and others skeptical of its long-term financial path.

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 amid strong community anticipation for upcoming EU approval of Anktiva and an FDA resubmission, with many attributing current volatility to desperate short manipulation attempting to shake out retail investors before these potential catalysts. Significant institutional accumulation and high short interest are fueling widespread discussions of a potential short squeeze.

Corsair Gaming, Inc. designs and supplies hardware components for personal computers. It operates through the Gamer and Creator Peripherals, and Gaming Components and Systems segments. The Gamer and Creator Peripherals segment offers gaming keyboards, mice, headsets, controllers, and gaming gear including capture cards, Stream Decks, USB microphones, studio accessories, and EpocCam software, as well as coaching and training services. The Gaming Components and Systems segment focuses on creating power supply units, or PSUs, cooling solutions, computer cases, DRAM modules, prebuilt, and custom-built gaming PCs. The company was founded by Andrew J. Paul in 1994 and is headquartered in Milpitas, CA.

Corsair Gaming Inc

Corsair Gaming is experiencing a significant surge with high trading volume following a strong Q4 earnings beat and a new $50 million share repurchase program. The community is actively discussing a potential short squeeze, citing undervaluation and the tailwind from soaring DDR5 memory prices.

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 trending as its oral obesity candidate is set to fast-track directly into Phase 3, a move bulls view as a major derisking event and catalyst for potential partnerships, while a significant short interest battles against sustained upward momentum amidst discussions of market manipulation and future funding.

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 experiencing significant volatility, fueled by its CEO's substantial share sale which has ignited community speculation about his confidence and the company's outlook, even as investors digest a mixed earnings report and await developments on the anticipated POSCO partnership.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine is experiencing heightened investor interest after receiving an FDA Commissioner's National Priority Voucher for bitopertin, significantly accelerating its path to potential approval, while strong initial data for DISC-0974 in myelofibrosis also fuels optimism among analysts who are reiterating high price targets.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros is trending after reporting strong Q4 earnings with significant revenue and transaction growth, alongside its inclusion in the S&P MidCap 400. The community is actively debating its aggressive expansion and new retail ventures against concerns over its elevated valuation and broader market conditions.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is experiencing a sharp stock drop after reporting mixed financial results and a weak outlook, with its CEO attributing the decline to tariffs impacting major retail advertiser spend. While a segment of the community views this as an overreaction and a deep value buying opportunity, others are actively debating management's ability to innovate and effectively monetize its vast user base amidst a highly competitive digital advertising landscape, leading to significant speculation about a potential buyout.

The Compound Governance Token is a governance token on the Compound Finance lending protocol, COMP allows the owner to delegate voting rights to the address of their choice; the owner’s wallet, another user, an application, or a DeFi expert. Anybody can participate in Compound governance by receiving delegation, without needing to own COMP.  Anybody with 1% of COMP delegated to their address can propose a governance action; these are simple or complex sets of actions, such as adding support for a new asset, changing an asset’s collateral factor, changing a market’s interest rate model, or changing any other parameter or variable of the protocol that the current administrator can modify.

Compound

Compound (COMP CRYPTO) is trending as the community anticipates a technical breakout from chart patterns like bull flags and falling wedges, with strong conviction building around its near-max token supply and potential V4 updates. Many are seeing current market 'extreme fear' as a prime opportunity, believing this 'blue-chip DeFi' token is poised for a significant move despite ongoing skepticism about its ability to sustain gains.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visa is trending due to political proposals to cap credit card interest rates and increase competition in payment processing, sparking a sharp debate as many investors question the recent sell-off while others see an attractive buying opportunity, emphasizing Visa's robust network model.

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$ANET is your &#39;daddy&#39;  $CSCO   
Bottom Line  ANET is the clear high-growth AI winner right now — 25–30%+ revenue growth, exceptional margins, and a sharply raised 2026 outlook. It is benefiting disproportionately from the shift to Ethernet in AI back-end networking.CSCO delivered a solid, broad-based quarter with accelerating product orders and AI momentum, but its much larger, more diversified business means slower overall growth and near-term margin compression. It remains a stable cash-flow machine with a healthy dividend.Investor takeaway  Want pure AI/data-center networking leverage and high growth → ANET looks stronger post-earnings.   
Want diversified networking exposure, recurring revenue, and a dividend → CSCO is still delivering, just at a more modest pace.   Both stocks are reacting to the AI theme, but the market is clearly rewarding the faster grower with the cleaner AI story (ANET) while punishing the one with margin noise (CSCO).  
 
https://x.com/i/grok/share/96ff2a4198034812870b9bb1a8d42957

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Arista Networks Inc

Cisco Systems, Inc.

   
Bottom Line  ANET is the clear high-growth AI winner right now — 25–30%+ revenue growth, exceptional margins, and a sharply raised 2026 outlook. It is benefiting disproportionately from the shift to Ethernet in AI back-end networking.CSCO delivered a solid, broad-based quarter with accelerating product orders and AI momentum, but its much larger, more diversified business means slower overall growth and near-term margin compression. It remains a stable cash-flow machine with a healthy dividend.Investor takeaway  Want pure AI/data-center networking leverage and high growth → ANET looks stronger post-earnings.   
Want diversified networking exposure, recurring revenue, and a dividend → CSCO is still delivering, just at a more modest pace.   Both stocks are reacting to the AI theme, but the market is clearly rewarding the faster grower with the cleaner AI story (ANET) while punishing the one with margin noise (CSCO).  
 
