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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA's earnings release is the major market focus, with the community anticipating significant movement based on the results and forward guidance. Community members are actively debating whether the stock is priced for perfection, with some expressing concerns about an AI bubble and potential insider selling. Many believe NVIDIA's report will set the tone for the broader tech sector and market recovery, while others foresee a potential sell-off regardless of the outcome.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending as investors digest recent earnings and await potential catalysts, particularly progress on regulatory approvals and government support for deep-sea mining. Community discussions revolve around the company's timeline for commercial production and potential partnerships, with some expressing optimism about the long-term prospects amid increasing interest in securing critical mineral supply chains. Bullish sentiment is fueled by connections to key players and the strategic importance of seabed mining for national security, while bearish concerns linger around the company's path to profitability and the dilution from warrant exercises.

Tonix Pharmaceuticals Holding Corp. is a clinical-stage biopharmaceutical company, which focuses on the discovery, acquisition, and development of small molecules and biologics to treat and prevent human disease and alleviate suffering. Its portfolio includes TNX-102 SL, TNX-601, TNX-801, and TNX-1800. The company was founded by Seth Lederman and Donald W. Landry on November 16, 2007 and is headquartered in Chatham, NJ.

Tonix Pharmaceuticals Holding Corp

TNXP is trending due to an announced $35 million share buyback program, sparking discussions of a potential short squeeze and buyout. While some investors see this as a sign of confidence and an opportunity to squeeze shorts, others remain skeptical, citing past dilutions and reverse splits. The community is actively debating the company's future prospects and the impact of the buyback on share value.

Kazia Therapeutics Ltd. is an oncology-focused biotechnology company, which engages in the business of pharmaceutical drug development. It focuses on its Paxalisib program, which is designed to treat brain cancer. The company was founded by Graham Edmund Kelly in March 1994 and is headquartered in Sydney, Australia.

Kazia Therapeutics Limited - ADR

Kazia Therapeutics

KZIA is trending due to promising early results from a Phase 1b trial of Paxalisib in a breast cancer patient, showing a significant reduction in tumor cells; however, the news is tempered by discussions of the company's financial position and potential need for funding. The community is weighing the potential of the drug against the company's history and market capitalization. Some traders point to the low float and short interest as potential catalysts for a squeeze.

BlackRock Institutional Trust Company N.A. - iShares Russell 2000 ETF

iShares Russell 2000 ETF

IWM is trending as traders assess market direction following the end of the government shutdown and await key economic data, with some anticipating a potential "sell the news" event. Community members are debating whether small caps can sustain gains, citing technical indicators and potential impact from delayed economic reports. There's also discussion around the possibility of further market volatility and a potential "Christmas rally" scenario.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

$RAGE is trending as a 'tokenized emotion' and 'coin which anyone can safely buy and hodl', with a strong community emphasizing memes and shared experiences. The community is focused on building and supporting each other, promoting a culture of laughter and shared jokes over charts.

Olema Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which focuses on the discovery, development, and commercialization of next generation targeted therapies for women’s cancers. Its product candidate, OP-1250, is a novel oral therapy with combined activity as both a complete ER antagonist, or CERAN, and a selective ER degrader, or SERD, which is believed to drive deeper, more durable responses than existing therapies. The company was founded by Cyrus L. Harmon and Peter J. Kushner on August 7, 2006 and is headquartered in San Francisco, CA.

Olema Pharmaceuticals Inc

Olema Pharmaceuticals is trending due to positive data from a Roche breast cancer trial, fueling optimism for Olema's similar treatment and leading to analyst upgrades. The community is actively discussing the potential for a short squeeze and a possible buyout, while also weighing the risks of a potential public offering. Some traders are wary of a pump and dump, while others are optimistic about the stock's potential.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare ($NET) is trending following a widespread network outage that impacted major online services, including X and ChatGPT, leading to a temporary stock dip. While the outage sparked community discussion about the reliability of centralized infrastructure, some investors view the incident as a reminder of Cloudflare's critical role and potential undervaluation. Bullish sentiment remains due to the company's AI-driven security and broader secular tailwinds.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media is trending amid the impending release of Epstein files, sparking community debate on potential connections and implications.  Some are pointing fingers at the other side of the political spectrum for alleged association with Epstein. Broader discussions involve market manipulation, stock dilution, and overall performance concerns for the company.

Nutex Health, Inc. engages in the management and operation of healthcare facilities. It operates through the following segments: Hospital Division, Population Health Management Division, and Real State Division. The Hospital Division is involved in developing and operating a network of micro-hospitals, specialty hospitals, and hospital outpatient departments (HOPDs). The Population Health Division establishes and operates provider networks such as independent physician associations (IPAs). The Real State Division owns land and hospital buildings which are leased to hospital entities. The company was founded in 2011 and is headquartered in Houston, TX.

Nutex Health Inc

NUTX is trending due to discussions around a potential short squeeze, driven by retail investors targeting Blue Orca's short position. Community members are actively debating the company's financials, particularly revenue growth and EBITDA, alongside the possibility of a run to all-time highs. The stock's volatility and past reverse splits are also central talking points.

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$WRD Here’s a Frost &amp;amp; Sullivan report slide on the expected growth in China of Robotaxi services. This report data was used by Pony in their HK IPO road show.

It’s best not to look too much into this data. Just know that the market is growing rapidly. TAM inflation is one of the reasons why analysts provide such high price tags. Small investors in new emerging markets get lured into the TAM trap.

If we are to believe these numbers, the 2025e market size number in China is $700M. 

Pony framed as one of the leaders by the market did $3.2m  at the half way point. Likely doing  ~$11-12m over the full year.
WeRide did  $8.6m in H12025. Likely to range $20-24m by 2025e. Even when you factor in partner cuts and aggregator take rates you won’t get near $700M.

Analyst like Morgan Stanley just stick a $24.50 price target based on a multiple (13.5x) over their overall revenue. That’s a handsome multiple for a company that derives less than 10% of their revenue from Robotaxi Services.

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WeRide Inc. - ADR

 Here’s a Frost &amp; Sullivan report slide on the expected growth in China of Robotaxi services. This report data was used by Pony in their HK IPO road show.

It’s best not to look too much into this data. Just know that the market is growing rapidly. TAM inflation is one of the reasons why analysts provide such high price tags. Small investors in new emerging markets get lured into the TAM trap.

If we are to believe these numbers, the 2025e market size number in China is $700M. 

Pony framed as one of the leaders by the market did $3.2m  at the half way point. Likely doing  ~$11-12m over the full year.
WeRide did  $8.6m in H12025. Likely to range $20-24m by 2025e. Even when you factor in partner cuts and aggregator take rates you won’t get near $700M.

Analyst like Morgan Stanley just stick a $24.50 price target based on a multiple (13.5x) over their overall revenue. That’s a handsome multiple for a company that derives less than 10% of their revenue from Robotaxi Services.