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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 ahead of its Q4 earnings report, with community focus on potential Phase 3 advancement for its oral VK2735 obesity drug, a move expected to accelerate its development. This optimism is reinforced by recent FDA actions against compounded GLP-1s, highlighting the value of VKTX's legitimate and "best-in-class" pipeline in the booming metabolic market.

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 facing a significant sell-off, reflecting broad market fears that generative AI will disrupt traditional enterprise software and pushing the stock to multi-year lows. Despite widespread panic, a strong contingent of investors highlights the company's robust free cash flow, deep undervaluation, and strategic AI integrations, viewing the current decline as a prime buying opportunity.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X is trending due to its imminent merger to become Infleqtion (INFQ) on the NYSE, with the community buzzing over its recent NASA space mission and U.S. Department of Energy contracts. Investors are actively debating its significant undervaluation and leadership in quantum technology compared to industry peers, expecting substantial post-merger growth.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, Jersey.

NovoCure Ltd

NovoCure is trending following FDA approval of its Optune Pax for locally advanced pancreatic cancer, a significant milestone for this aggressive disease, with community sentiment split between high optimism for its breakthrough potential and skepticism recalling past volatility and commercialization hurdles.

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 (APP) is trending after reporting strong Q4 earnings, which beat revenue and EPS estimates and highlighted robust growth, despite the stock seeing a perplexing post-earnings sell-off. The community is actively debating this market reaction, largely attributing it to algorithmic trading and manipulation while emphasizing the company's solid AI-powered ad-tech fundamentals.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending with significant investor speculation around its newly operational Eagle Line pilot production facility, which hints at advanced solid-state battery scalability and potential OEM partnerships. While long-term bulls see this as a pivotal step towards future licensing revenue, many in the community remain critical of the continued pre-revenue status, ongoing cash burn, and lack of concrete commercialization timelines.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly Inc. is trending after its robust earnings report, showcasing record revenue, gross margin, and its first profitable fiscal year, signaling a significant financial inflection point. The community is actively discussing the strong 'beat and raise' performance and optimistic guidance, emphasizing AI as a growing tailwind for its edge computing and security business.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco (CSCO) is rallying sharply after beating earnings expectations and raising its full-year guidance, driven by accelerating AI infrastructure orders from hyperscalers. While initial concerns over gross margin forecasts caused some volatility, the market is now enthusiastically pushing the stock toward its dot-com era highs, with the community actively discussing its role as a key beneficiary in the AI buildout.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending due to a dual narrative: the successful unfolding of its massive BlueBird 6 satellite and inclusion in the MSCI Index signal technical validation and institutional interest, while a proposed $1 billion convertible notes offering sparks intense debate over potential dilution versus necessary funding for future growth in AI and government space projects.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. It also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment offers products and services sold for applications within the data center, communication networks, and commercial and industrial markets in North America and Latin America. The Asia Pacific segment includes products and services sold for applications within the data center, communication networks, and commercial or industrial markets throughout Greater China, Australia and New Zealand, Southeast Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Columbus, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv Holdings (VRT) is surging after reporting strong earnings and an optimistic 2026 outlook, driven by overwhelming demand for its critical power and thermal infrastructure solutions essential for AI data centers. The community is actively discussing VRT's pivotal role in the AI buildout, though some are noting its significant valuation spike.

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PickAlpha Midday:

Apple’s long-planned Siri upgrade is slipping again: capabilities previously targeted for iOS 26.4 (March) are now likely staggered into iOS 26.5 (May) and potentially iOS 27 (September) after testing issues on accuracy, latency, and reliability. That delays Apple’s AI product payoff window while peers keep compounding usage.

Tickers: $AAPL $GOOGL $MSFT

Our view is this is now a pure ship-risk setup: no reliable Siri launch, no AI multiple expansion.

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PickAlpha Midday:

Apple’s long-planned Siri upgrade is slipping again: capabilities previously targeted for iOS 26.4 (March) are now likely staggered into iOS 26.5 (May) and potentially iOS 27 (September) after testing issues on accuracy, latency, and reliability. That delays Apple’s AI product payoff window while peers keep compounding usage.

Tickers: 



Our view is this is now a pure ship-risk setup: no reliable Siri launch, no AI multiple expansion.

PickAlpha

@PickAlpha the culture brought to you buy a jackass CEO. Everything delayed

 the culture brought to you buy a jackass CEO. Everything delayed