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Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, Tradipitant, Trichostatin, and AQW051. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is trending after its BYSANTI drug received FDA approval for bipolar I disorder and schizophrenia, with the community anticipating a significant re-rating, potential for a short squeeze, and long-term buyout prospects due to the drug's blockbuster market potential and patent protection.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

Crowdstrike is trending due to a broad cybersecurity sector sell-off, following Anthropic's launch of Claude Code Security, an AI tool for vulnerability management. While some fear AI disruption will compress valuations, many in the community contend the reaction is an overblown misunderstanding, arguing Claude's code scanning does not directly compete with Crowdstrike's core enterprise endpoint and cloud protection.

JFrog Ltd. engages in the provision of an end-to-end, hybrid, universal development operations platform that powers and controls the software supply chain, which enables organizations to continuously and securely deliver software updates across any system. It operates through the following geographical segments: United States, Israel, India, and Rest of World. The firm is also involved in creating software delivered without friction from developer to device. The company was founded by Frederic Simon, Shlomi Ben Haim, and Yoav Landman in 2008 and is headquartered in Sunnyvale, CA.

JFrog Ltd

JFrog (FROG) is trending after a sharp sell-off, impacting the broader cybersecurity sector, following Anthropic's release of Claude Code Security; however, the community widely questions if the market's reaction is an overdone misinterpretation of FROG's core software supply chain security value.

Draganfly, Inc. engages in the manufacture and sale of commercial unmanned aerial vehicle systems and software serving the public safety, agriculture, industrial inspections, security, mapping, and surveying markets. Its products include quad-copters, fixed wing aircrafts, ground based robots, hand held controllers, and software used for tracking, live streaming, and data collection. The firm also offers custom engineering, training, simulation consulting, as well as data and flight training services. The company was founded by Zenon Dragan and Christine Dragan in 1998 and is headquartered in Saskatoon, Canada.

Draganfly Inc

Draganfly (DPRO) is trending as a key player in the surging drone defense sector, buoyed by recent international military and U.S. Air Force orders for its FPV and Commander 3XL drones, alongside successful border security demonstrations. The community is actively discussing its potential for significant government contracts, benefiting from increasing defense budgets and restrictions on Chinese-made drones, with some noting its "undervalued" status and high short interest despite recent volatility.

LyondellBasell Industries NV engages in the refinery and production of plastic resins and other chemicals. It operates through the following segments: Olefins and Polyolefins-Americas; Olefins and Polyolefins-Europe, Asia, International; Intermediates and Derivatives; Advanced Polymer Solutions; Refining; and Technology. The Olefins and Polyolefins-Americas segment produces and markets olefins and co-products, polyethylene and polypropylene. The Olefins and Polyolefins-Europe, Asia, International segment also offers olefins and polyolefins. The Intermediates and Derivatives segment includes propylene oxide and its derivatives; oxyfuels and related products; and intermediate chemicals. The Advanced Polymer Solutions segment produces and markets compounding and solutions, such as polypropylene compounds, engineered plastics, masterbatches, colors and powders, engineered composites, and advanced polymers. The Refining segment refines heavy, high-sulfur crude oil and other crude oils of varied types and sources. The Technology segment develops chemical and polyolefin process technologies and manufactures and sells polyolefin catalysts. The company was founded in December 2007 and is headquartered in London, the United Kingdom.

LyondellBasell Industries NV - Ordinary Shares - Class A

LyondellBasell (LYB) is primarily trending due to a significant dividend cut, reported by some as a 50% reduction, which has left many income-focused investors exiting their positions. While anticipated by some due to persistent challenges in the chemicals sector and declining free cash flow, the stock's surprising resilience in the face of the cut is a key point of community discussion amid broader concerns about industry oversupply and weak sentiment.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending as record-breaking battery swap numbers and increased institutional investment fuel optimism for upcoming profitability. The community is actively debating if perceived market manipulation, particularly around options expiration, is suppressing the stock from a significant breakout.

Braze, Inc. operates a customer relationship management platform for mobile applications. Its application combines messaging, audience segmentation, analytics and user support in a single integrated solution. The firm offers push notifications, email, in-app messages, and news feed services. The company was founded by Mark Ghermezian, William Magnuson, and Jonathan Hyman in 2011 and is headquartered in New York, NY.

Braze Inc - Ordinary Shares - Class A

Braze Inc

Braze Inc. is seeing significant community discussion following a strong Q2 earnings beat and raised full-year guidance, with investors debating its 'undervalued' status and strong cash position amidst the broader volatility in the software sector.

Rich Sparkle Holdings Ltd. engages in the provision of financial printing and corporate services. The firm offers typesetting, proofreading, translation, design, and printing of listing documents, financial reports, fund documents, circulars, and announcements. It also delivers advisory services, such as conducting internal control assessment and environmental, social and governance performance evaluation, and other services including provision of co-working space. The company was founded in 2016 and is headquartered in Hong Kong.

Rich Sparkle Holdings Ltd.

Rich Sparkle Holdings Limited

Rich Sparkle Holdings (ANPA) is trending due to its acquisition of TikTok star Khaby Lame's core company, igniting intense speculation and extreme volatility as the community debates its substantial valuation, potential share dilution, and comparisons to other "Hong Kong low float" stocks known for parabolic moves.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscaler is trending amidst a sharp sector-wide sell-off, driven by fears that new AI security tools will disrupt established cybersecurity offerings, a narrative heavily debated among investors. While many view the deep valuation dip as an opportunity, others remain cautious about the company's immediate future outlook and business fundamentals.

Blue Owl Capital, Inc. operates as an alternative asset management firm. It provides investors access to asset management capital solutions through its Direct Lending and GP Capital Solutions products. The company offers a platform of capital solutions to both middle market companies and large alternative asset managers. The company was founded by Doug Irving Ostrover, Michael Rees and Craig W.Packer in 2009 and is headquartered in New York, NY.

Blue Owl Capital Inc - Ordinary Shares - Class A

Blue Owl Capital is trending amidst a polarized market narrative: the firm is making significant inroads with major AI data center financings alongside Meta and Qatar, yet community discussion is dominated by concerns over reports of failed project funding for CoreWeave and changes to redemption policies for a retail fund, sparking broader apprehension about private credit liquidity.

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$OM just look at the 10k. 3% yoy on console sales and god knows whether this is  just from pricing. Installed base has not grown for 2 years. With cost cutting in sales force, Tablo does not sell anymore. 1500 Tablos at home after all these years is also pathetic. OM is way past its growth phase and therefore price to revenue multiple is justified. Margins increasing is a red herring.

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Outset Medical Inc

 just look at the 10k. 3% yoy on console sales and god knows whether this is  just from pricing. Installed base has not grown for 2 years. With cost cutting in sales force, Tablo does not sell anymore. 1500 Tablos at home after all these years is also pathetic. OM is way past its growth phase and therefore price to revenue multiple is justified. Margins increasing is a red herring.

Nilsholgerson

@Nilsholgerson ok. Based on what analysis again? You must have some comparable data to conclude current price is fair? What is that data. I would love to learn more on this

 ok. Based on what analysis again? You must have some comparable data to conclude current price is fair? What is that data. I would love to learn more on this

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Shrikant Bhaiya

@Nilsholgerson did you also check how much they cut costs and increased margin?

They cannot sell consoles at the same pace of 2023 otherwise they would burn the cash on hands in 1.5 years and remain with 98 millions debt.

Even if the console revenues is not at the same level of 2023, the service and consumables will keep growing as the life span of one console is not one or two years.

If they reach even 150 millions in 2 years they may break even.
My two cents is 10-12 millions growth for 2026 and the rest in 2027.

Let&#39;s not forget the lunch of the new Tablo during the second half of 2026.

I am piling up at these prices.
I may be wrong of course. We will see

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 did you also check how much they cut costs and increased margin?

They cannot sell consoles at the same pace of 2023 otherwise they would burn the cash on hands in 1.5 years and remain with 98 millions debt.

Even if the console revenues is not at the same level of 2023, the service and consumables will keep growing as the life span of one console is not one or two years.

If they reach even 150 millions in 2 years they may break even.
My two cents is 10-12 millions growth for 2026 and the rest in 2027.

Let's not forget the lunch of the new Tablo during the second half of 2026.

I am piling up at these prices.
I may be wrong of course. We will see

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@giu_ve  we are saying the same thing. They cannot win market share from davita if they dont market this fully. Eg through “legal kick backs”, pampering decision makers, nurses etc. is clear they are just focusing on specific states and specific enterprises for concentrated bets with bigger bang for buck. But davita wont let them eat their cake and they have the cash to use for defence, whereas OM cannot attack with no cash. And also is clear that home is not a priority. Better to have 10 tablos at one site for servicing vs field engineer travelling around state for 10 home tablos. So if these concentrated bets dont work… adios

  we are saying the same thing. They cannot win market share from davita if they dont market this fully. Eg through “legal kick backs”, pampering decision makers, nurses etc. is clear they are just focusing on specific states and specific enterprises for concentrated bets with bigger bang for buck. But davita wont let them eat their cake and they have the cash to use for defence, whereas OM cannot attack with no cash. And also is clear that home is not a priority. Better to have 10 tablos at one site for servicing vs field engineer travelling around state for 10 home tablos. So if these concentrated bets dont work… adios

@Nilsholgerson well in the last quarter they just spent 9 millions FCF.

Not too bad I would say ...

 well in the last quarter they just spent 9 millions FCF.

Not too bad I would say ...