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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 as a short-seller retracted damaging allegations, sparking strong community discussion around a potential short squeeze and a significant rebound for the stock ahead of its upcoming earnings report.

REGENXBIO, Inc. is a clinical-stage biotechnology company, which engages in the development, commercialization, and licensing of recombinant adeno-associated virus gene therapy. Its product candidates include the NAV Technology Platform, which consists of exclusive rights to novel adeno-associated viral vectors, and therapeutic programs such as RGX-314, RGX-202, RGX-121, RGX-111, RGX-181, and RGX-381. The company was founded by Kenneth T. Mills and James M. Wilson on July 16, 2008 and is headquartered in Rockville, MD.

Regenxbio Inc

Regenxbio Inc. is trending after the FDA issued a Complete Response Letter (CRL) for its RGX-121 gene therapy, citing trial design concerns and intensifying community discussion around the stringent regulatory environment for gene therapies. While many anticipate further stock depreciation and question the company's outlook, some investors highlight other pipeline assets as potential future drivers.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

Monday.com is trending following a significant sell-off after it issued weaker-than-expected revenue guidance, intensifying broader market concerns that AI tools could disrupt traditional software business models. The community is divided, with many calling the drop an overreaction and a buying opportunity, while others believe AI will render such platforms obsolete.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is seeing significant discussion as investors grapple with its recent price action ahead of its upcoming Q4 earnings report. Community sentiment is split between those who view its AI-powered lending model as massively undervalued given its profitability and prudent risk management, and others concerned by its conservative growth outlook and the broader fintech sector's current struggles.

Upwork, Inc. is an online marketplace which engages in the provision of businesses to find, hire, and pay freelancers for short-term and longer-term projects. Its marketplace offerings include Upwork Basic, Upwork Plus, Upwork Business, Upwork Enterprise, and Upwork Payroll. The company was founded by Odysseas Tsatalos and Efstratios Karamanlakis in December 2013 and is headquartered in Palo Alto, CA.

Upwork Inc

Upwork is trending following a mixed earnings report where strong Q4 results were overshadowed by lower-than-expected Q1 guidance, leading to a significant stock decline. The community is sharply divided, debating whether the dip presents a buying opportunity or if concerns about declining active clients and AI's impact on the gig economy are valid.

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 seeing heightened discussion ahead of its earnings report, as the community debates whether its perceived undervaluation and recent insider buying will spark a rebound or if previous guidance adjustments and broader fintech sector concerns will lead to another significant decline.

Kyndryl Holdings, Inc. is a technology services company, which engages in the provision of infrastructure services. It operates through the following segments: United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment represents the aggregation of operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland. The company was founded on December 4, 2020 and is headquartered in New York, NY.

Kyndryl Holdings Inc

Kyndryl Holdings Inc. is trending sharply lower after the abrupt departures of its CFO and general counsel amid an accounting review and delayed regulatory filings, prompting community discussions ranging from severe financial irregularity concerns to perceptions of an extreme, oversold market reaction.

ON Semiconductor Corp. engages in the provision of intelligent power and sensing solutions with a primary focus on automotive and industrial markets. It operates through the following segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG). The PSG segment offers discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The AMG segment designs and develops analog, mixed-signal, power management integrated circuits, sensor interface devices, power conversion, signal chain, and voltage regulation devices. The ISG focuses on the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

ON Semiconductor Corp.

ON Semiconductor is trending following its Q4 earnings report and cautious Q1 revenue guidance, which, despite an EPS beat, ignited concerns about a potential "blood bath" due to an EV market slowdown and inventory. However, bullish sentiment highlights the company's strategic investments in intelligent power and sensing for AI data centers, including a new partnership with Nvidia, as key long-term growth drivers attracting dip buyers.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is gaining significant attention following its pre-announcement of substantially raised revenue guidance for fiscal year 2026, driven by strong demand in the AI infrastructure buildout. The community is actively discussing its position as a key "picks and shovels" beneficiary of massive hyperscaler capital expenditures, despite recent price volatility and ongoing debates around its core technology and insider share sales.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean (RIG) is a hot topic following its all-stock acquisition of Valaris, as investors debate if the newly formed offshore drilling leader, poised for over $200 million in synergies, marks the start of a significant upcycle for the stock.

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Mega Uranium (MGA on TSX) conservative Net Asset Value on Wednesday 28th, 2025 after closing of stockmarket: 0.4603 CAD/sh

With MGA share price only at 0.30 CAD/sh, you have huge discount to NAV of 35%

I used a zero value for the warrant positions and for the Maureen Property.

NXE ISO SASK PUR TOE

$URA $URG $DNN $ISENF $NXE.TSX

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Ur-Energy Inc.

Denison Mines Corp

Isoenergy Ltd

NexGen Energy Ltd

NexGen Energy is trending as its flagship Rook I project advances to the final federal permitting stage with the CNSC, which the community views as a pivotal catalyst. This progress, along with recent substantial financing and ongoing high-grade drill results, positions the company as a leading name in the uranium sector amid growing global interest in nuclear energy.

Mega Uranium (MGA on TSX) conservative Net Asset Value on Wednesday 28th, 2025 after closing of stockmarket: 0.4603 CAD/sh

With MGA share price only at 0.30 CAD/sh, you have huge discount to NAV of 35%

I used a zero value for the warrant positions and for the Maureen Property.

NXE ISO SASK PUR TOE

