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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 is trending after delivering an impressive earnings beat and strong guidance, affirming its central role in the AI industrial revolution. However, community discussion reflects frustration over the muted stock reaction, with many attributing it to market manipulation targeting options and ongoing concerns about export restrictions impacting its China revenue.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holding PLC (ADR)

Rolls-Royce is generating significant buzz as investors eagerly await its upcoming annual results, with community speculation centered on anticipated strong profit growth, substantial share buybacks, and advancements across its civil aerospace, defense, and small modular reactor (SMR) ventures.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is trending as its latest earnings report, which saw a beat on Q4 expectations but a miss on Q1 revenue guidance, has sparked a sharp debate among investors. Many are calling the resulting share price drop an overreaction or manipulation, pointing to the company's strong fundamentals and high customer retention, while others express concerns about management and future growth trajectory in the competitive ad-tech landscape.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is experiencing a significant rally after reporting strong Q4 earnings that beat expectations, driven by substantial growth in USDC circulation and transaction volumes, alongside a bullish multi-year outlook. The community is actively discussing whether this surge is a massive short squeeze fueling institutional adoption for its stablecoin infrastructure, or if the stock is poised for a pullback given prior dilution concerns and overextended technicals.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is surging following a blowout Q4 earnings report that exceeded expectations and provided strong guidance, with investors highlighting strategic acquisitions and significant government contract awards as catalysts for continued growth and potential short covering.

Memecoin on Injective taken over by the community.

Nonja

NONJA is trending with increased price movement as its community highlights its strong position as the premier, unruggable meme coin on the Injective blockchain ($INJ). Investors are actively discussing $NONJA as a high-potential, leveraged play on Injective's robust ecosystem, high developer activity, and recent tokenomic proposals aimed at doubling its deflation rate.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics is trending following FDA Breakthrough Therapy Designation for its Friedreich's ataxia drug, nomlabofusp, driving community optimism for its potential blockbuster status and comparisons to multi-billion dollar acquisitions in the rare disease space. Concurrently, an upsized public offering at $5.00 per share is generating intense debate, with bulls highlighting secured funding for market entry and bears voicing concerns about dilution.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending as its CEO announces retirement, fueling widespread community speculation about a potential buyout, while a mixed Q4 earnings report and FDA regulatory environment remain key talking points. Investors are keenly focused on the commercial expansion of its gene therapy, Elevidys, notably with its launch in Japan, and anticipating key pipeline data amidst ongoing regulatory discussions.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is generating significant buzz ahead of its anticipated earnings report following a recent positive CAGNY conference, where management highlighted substantial shelf space expansion and strong brand momentum for its energy drinks. The community is sharply divided between those expecting robust growth driven by the Pepsi partnership and international expansion, and others speculating about a potential low-cost PepsiCo buyout influenced by management's past 'noise' during earnings calls.

Oil States International, Inc. engages in the provision of manufactured products and services used in the drilling, completion, subsea, production, and infrastructure sectors of the oil and natural gas industry, as well as in the industrial and military sectors. It operates through the following segments: Offshore Manufactured Products, Completion and Production Services, Downhole Technologies, and Corporate. The Offshore Manufactured Products segment is involved in the design, manufacture, and market of capital equipment utilized on floating production systems, subsea pipeline infrastructure, and offshore drilling rigs and vessels, along with short-cycle, and other products. The Completion and Production Services segment focuses on the provision of equipment and services that are used to establish and maintain the flow of oil and natural gas from a well throughout its life cycle. The Downhole Technologies segment refers to the provision of oil and gas perforation systems and downhole tools in support of completion, intervention, wireline, and well abandonment operations. The Corporate segment represents the corporate expenses, such as those related to corporate governance, stock-based compensation, and other infrastructure support. The company was founded in July 1995 and is headquartered in Houston, TX.

Oil States International, Inc.

Oil States International is a focus of market conversation following its recent Q4 earnings, which showed strength in offshore and international operations but continued weakness in U.S. land segments. This performance has sparked a divided community, with proponents emphasizing robust backlogs and cash flow, while skeptics point to financial health concerns and ongoing cyclical risks in the oilfield services sector.

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$SRPT $ARWR Crucial information: $NVS Avidity DM trial numbers didn&#39;t perform very well. Setting SRPT/ARWR for a big win!!! https://x.com/Hall8Jack/status/2024296522901553425?s=20

Paix Trader

Al Folie

johnnygogogo

Steve watkins

man with no name

Unfortunate to say but these avidity DM1 results - if you look at safety (ie discontinuation/SAE rate) and efficacy (ie dose response missplicing reduction) - are underwhelming. Huge opportunity for $dyn $pepg etc. and especially $arwr / $srpt . $nvs bought avidity for ~$12B ........

X (Formerly Twitter)

Jack Hall on X (formerly Twitter): "Unfortunate to say but these avidity DM1 results - if you look at safety (ie discontinuation/SAE rate) and efficacy (ie dose response missplicing reduction) - are underwhelming. Huge opportunity for $dyn $pepg etc. a...

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Arrowhead Pharmaceuticals Inc.

Novartis AG

 Avidity DM trial numbers didn't perform very well. Setting SRPT/ARWR for a big win!!! 

Howard Davis

@QHD Sarepta ARWR will own the space, i still believe they will be one company eventually.

Black Beard

slinghook67

 Sarepta ARWR will own the space, i still believe they will be one company eventually.