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Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is caught in a market-wide software sector sell-off, with intense debate among investors over whether AI advancements pose an existential threat to its core business or if the stock is now massively oversold, presenting a generational buying opportunity given its strong fundamentals and significant buyback potential.

Oscar Health, Inc. is a health insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health is trending due to its significant Q4 earnings and revenue miss, sharply contrasted by an ambitious 2026 outlook that projects profitability and substantial revenue growth, primarily driven by strong membership gains in the ACA marketplace. This has ignited a fierce debate within the community regarding the company's future trajectory and the credibility of its aggressive guidance.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadog's strong Q4 earnings beat is sparking investor conversation, contrasting with softer full-year guidance that has some questioning its valuation and competitive landscape. The market is debating whether its AI-driven growth can lead a broader software sector rebound, or if recent sell-offs reflect ongoing headwinds.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is a trending topic following its recent earnings, which included a revenue miss but an EPS beat, sparking a community debate between those who see it as an undervalued fintech player with a promising management turnaround plan and others concerned about its debt, shrinking margins, and the broader industry's vulnerability to AI.

Spotify Technology SA engages in the provision of digital music services. It operates through the Premium and Ad-Supported segments. The Premium segment provides subscribers with online and offline streaming access of music and podcasts on computers, tablets, and mobile devices. The Ad-Supported segment offers users with limited on-demand online access of music and unlimited online access of podcasts on computers, tablets, and mobile and smart devices. The company was founded by Daniel Ek and Martin Lorentzon on December 27, 2006 and is headquartered in Luxembourg.

Spotify Technology S.A.

Spotify is trending due to a strong Q4 2025 earnings beat, surpassing user growth and profitability forecasts with notable MAU additions and improved margins. The community is bullish, highlighting the company's robust free cash flow and optimistic outlook for re-accelerated growth.

Evommune, Inc. is a clinical-stage biotechnology company. It engages in the development of medicines for inflammatory diseases. The company was founded by Luis C. Pena, Eugene Andrew Bauer, and Hans Hofland in 2020 and is headquartered in Palo Alto, CA.

Evommune Inc.

Evommune Inc

Evommune (EVMN) is experiencing a surge following positive top-line data from its Phase 2a trial for EVO301 in moderate-to-severe atopic dermatitis, leading to active community discussions around its potential and contributing to a broader biotech sector rally.

Jumia Technologies AG engages in the provision of logistic services. It operates a pan-African e-commerce platform. It operates through the following geographical segments: West Africa, North Africa, East and South Africa, Europe, United Arab Emirates, and Others. The company was founded by Jeremy Hodara, Sacha Poignonnec, Peter Allerstorfer, Manuel Koser, Tunde Kehinde, and Raphael Afaedor in 2012 and is headquartered in Berlin, Germany.

Jumia Technologies Ag - ADR

Jumia Technologies is trending following a strong earnings report that showcased robust revenue and GMV growth, significantly reduced cash burn, and a clear path to profitability by late 2026. The community is buzzing about this financial turnaround and recent analyst upgrades touting Jumia as the "Amazon of Africa" in an accelerating e-commerce market.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

United States Antimony Corp (UAMY) is trending as its new joint venture with Americas Gold and Silver for a state-of-the-art hydromet plant and a crucial DLA contract highlight its role in securing domestic critical mineral supply. The community is keenly observing its potential amidst government initiatives to reduce foreign dependency, even as discussions about market manipulation and short selling persist.

Bankr is an advanced AI agent focused on simplifying the process of buying and selling digital assets. Bankr was the first AI agent on Farcaster to help you quickly buy all your favorites coins directly in the social. BankrCoin is the official coin of the agent and was deployed by Bankr itself directly in the Farcaster social feed. Fees from swaps go to support BankrCoin. Bankr is available on Farcaster and will soon be launching a private terminal, token recs, and limit orders on Base.

BankrCoin

BNKR is trending with strong price momentum, driven by community anticipation of "dropping a zero" and new price discovery. The conversation is fueled by its AI-powered trading utility on Coinbase's Base chain, recent exchange listings, and ongoing technological integrations that suggest a potential for significant repricing.

Nektar Therapeutics is a biotechnology company, which engages in the discovery and development of novel therapies which selectively modulate the immune system to treat autoimmune disorders. It also focuses on immunology and unparalleled expertise in polymer chemistry to create one-of-a-kind, highly-selective medicines with optimal therapeutic benefit. The company was founded in 1990 and is headquartered in San Francisco, CA.

Nektar Therapeutics

Nektar Therapeutics is generating significant buzz following strong positive maintenance data for its rezpegaldesleukin in atopic dermatitis, with the community actively discussing its potential as a game-changer against competitors and fueling buyout speculation amidst an ongoing lawsuit with Lilly, all while eagerly anticipating upcoming alopecia areata trial results.

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$AMRSQ 

I bought enphase in 2015. 2017 It fell to .70. I was down 70%. I remember big investors like Dan Loeb fleeing with millions in losses. Constant talk of bankruptcy and how shitty the company was. I was so scared at the time, but figured, it&#39;s already gone, nothing worse can happen now. I held, I knew the tech was top notch, the products were great and I believed in the vision even when most didn&#39;t. Through the rise, dealt with the short hit pieces, the fake lawsuits and the constant accusations of cooking the books.

I feel the same way about Amyris, &quot;if&quot; they can pull this off, and I know that&#39;s a big if, but if they do the rewards will be immense as well. We all know the story is possible, Melo may not be able to do it, that may be clear, but no great company or stock has ever risen to the top without immense struggle, massive problems and huge resistance from forces pushing them down.

Still holding and will go down with the  ship if necessary. I will not back down! GL All!

error _

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Amyris Inc

$AMRS 

I bought enphase in 2015. 2017 It fell to .70. I was down 70%. I remember big investors like Dan Loeb fleeing with millions in losses. Constant talk of bankruptcy and how shitty the company was. I was so scared at the time, but figured, it's already gone, nothing worse can happen now. I held, I knew the tech was top notch, the products were great and I believed in the vision even when most didn't. Through the rise, dealt with the short hit pieces, the fake lawsuits and the constant accusations of cooking the books.

I feel the same way about Amyris, "if" they can pull this off, and I know that's a big if, but if they do the rewards will be immense as well. We all know the story is possible, Melo may not be able to do it, that may be clear, but no great company or stock has ever risen to the top without immense struggle, massive problems and huge resistance from forces pushing them down.

Still holding and will go down with the  ship if necessary. I will not back down! GL All!

Boeing Co

Lineage Cell Therapeutics Inc

Navitas Semiconductor Corp

Dutch Bros Inc

Richtech Robotics Inc.

Charles

@Morechumanthanhuman I&#39;m the same, I don&#39;t care how much more money I lose on AMRS, I&#39;m just going to keep holding.  Ugh, whatever...

K G T

 I'm the same, I don't care how much more money I lose on AMRS, I'm just going to keep holding.  Ugh, whatever...

The Hazz

Tom Hellander

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DraftKings Inc

@Morechumanthanhuman remember what TJ did when it was down under $1??? He cleaned out management.....

recentlyChanged

stephan

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 remember what TJ did when it was down under $1??? He cleaned out management.....

ProShares UltraPro Short QQQ

Atossa Therapeutics Inc

Eos Energy Enterprises Inc - Ordinary Shares - Class A

HIVE Digital Technologies Ltd

Enovix Corp

Energy Vault Holdings Inc

IREN Limited

@Morechumanthanhuman not sure why there is so much doom and gloom. The long term thesis remains steady. It may just take a little longer to get there. I was in $ENPH at $5 and that was a rollercoaster until it wasn’t. Never sold ENPH - only wished I’d accumulated way more at those levels. So not making that mistake again. I hold 75,000 of $AMRSQ now.

Ben M

John

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GTbuzzbait

Eduardo Iannone

Tien

Enphase Energy Inc

 not sure why there is so much doom and gloom. The long term thesis remains steady. It may just take a little longer to get there. I was in 

 at $5 and that was a rollercoaster until it wasn’t. Never sold ENPH - only wished I’d accumulated way more at those levels. So not making that mistake again. I hold 75,000 of $AMRS now.

Nextera Energy Partners

Rigsoproductions

@Stockbeast23 @Morechumanthanhuman   

Yup. Except Raghu! 

He was like, F*** you, F*** you, your cool (points to Raghu) and F*** you man.

   

Yup. Except Raghu! 

He was like, F*** you, F*** you, your cool (points to Raghu) and F*** you man.

BlackBerry Ltd

@Morechumanthanhuman I was going through the same things with ENPH but started around $10. Somehow Bardi always came across as a honest CEO who inspired confidence. I even drove to the Bay Area during one of the big slides in stock price to see their offices, and yes people were working late and that gave me confidence to keep my significant position in ENPH.  
I just don&#39;t see this leadership and work culture at AMRS. I love the story as much as the next guy, but every quarter we get another fantasy BS from Melo - molecules about to be discovered, contracts about to be signed, plants about to start producing, CBG contract about to be won  etc etc. He lives in a fantasy land, without delivering any value to shareholders for years. The company&#39;s culture seems weak and the hunger is missing. At this point I hope that either management is replaced or company is acquired by another biotech with a more capable team.  
Dead money for me, not selling, but not buying here either.

Sunchild

 I was going through the same things with ENPH but started around $10. Somehow Bardi always came across as a honest CEO who inspired confidence. I even drove to the Bay Area during one of the big slides in stock price to see their offices, and yes people were working late and that gave me confidence to keep my significant position in ENPH.  
I just don't see this leadership and work culture at AMRS. I love the story as much as the next guy, but every quarter we get another fantasy BS from Melo - molecules about to be discovered, contracts about to be signed, plants about to start producing, CBG contract about to be won  etc etc. He lives in a fantasy land, without delivering any value to shareholders for years. The company's culture seems weak and the hunger is missing. At this point I hope that either management is replaced or company is acquired by another biotech with a more capable team.  
Dead money for me, not selling, but not buying here either.