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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 reporting blockbuster earnings and strong guidance, yet the stock's unexpectedly negative price action is sparking widespread frustration and claims of market manipulation, with the community debating whether this is a 'sell the news' event or a calculated effort to liquidate options.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is surging following a surprisingly profitable earnings report that showcased strong expense management and a significantly improved outlook, alongside multiple new Material Transfer Agreements including a key oncology focus for its Matrix-M adjuvant, igniting fervent short-squeeze chatter and long-term buyout speculation among the community.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy is experiencing a significant sell-off following a substantial earnings miss and reduced 2026 revenue guidance, triggering widespread investor frustration over perceived management credibility issues. Despite the sharp drop, a segment of the community sees this as an overreaction and a compelling long-term buying opportunity within the growing energy storage sector.

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

Trade Desk is trending after weak Q1 guidance overshadowed a Q4 earnings beat, leading to a sharp sell-off and analyst downgrades. The community is fiercely debating whether this represents an oversold 'bargain' given strong fundamentals and a new buyback program, or if decelerating growth and competitive concerns signal further downside.

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 trending following strong financial results that exceeded expectations, recent news of deploying a major quantum-secure network in Europe, and selection for a significant defense contract. These catalysts are driving bullish sentiment and calls for a short squeeze, despite ongoing community skepticism regarding the company's high valuation and profitability trajectory within the nascent quantum computing sector.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending amid its ambitious projection to sell 1 million 3D-stacked AI chips by 2027 and the launch of a new 6G-class SoC, ahead of eagerly anticipated earnings expected to reveal significant AI revenue growth. The community remains largely bullish, buying dips despite price declines that many attribute to market manipulation, confident in the company's indispensable role in the expanding AI infrastructure.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as the market processes NVDA's strong earnings through a "sell the news" dynamic, prompting community conversations around predictable intraday "V-shape" recoveries and a potential shift of capital into the software sector.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending with immense community anticipation surrounding its imminent earnings report, bolstered by recent expansion into India and the launch of a new AI sales agent, driving discussions of a potential short squeeze given its patented agentic AI and high short interest.

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 trending following a significant Q4 earnings beat and positive commentary at the CAGNY conference, which detailed substantial distribution and shelf space expansion for its brands, including Alani Nu, through the PepsiCo partnership. The community is enthusiastically anticipating a continued rally driven by market share gains, although some shareholders express concerns about management's strategic decisions and speculate on a potential, lower-valued PepsiCo acquisition.

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 a hot topic following a Q4 earnings report and the announcement of CEO Doug Ingram's retirement, which has intensified debate among investors. The community is split, with some expressing deep frustration over the stock's persistent volatility and alleged short manipulation, while others are aggressively buying dips, confident in the company's undervalued commercial gene therapy and pipeline assets, especially amid international expansion.

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Barclays assumed coverage of $PTCT ⬆️to Overweight-$119 from EW-$68 after initiating coverage of 12 biotech stocks and assuming coverage of 11, with a positive view of the industry. 
$BMRN $OTSKY RLFTY SYBX 
$QURE $RHHBY WVE TEVA 
Barclays says that it likes the setup for the group in 2026—many biotech stocks remain undervalued—expects continued M&amp;A, strong underlying fundamentals, and less of a focus on drug pricing to act as significant tailwinds. 
 
Barclays additionally said, We think PKU could be &gt;$2B at peak. 
We think PKU remains underappreciated and see Sephience beating in 2026 and beyond. 
 
Huntington&#39;s Disease (HD) could be meaningful long term and we view regulatory updates as potential 
upside drivers this year given low expectations.

Morgan Stanley⬆️ $PTCT to $78/keeps at Overweight 
$BMRN $OTSKY 
Goldman Sachs⬆️ $PTCT to $50/keeps at Sell 
 
Morgan Stanley and Goldman Sachs said in their notes:

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PTC Therapeutics Inc

Biomarin Pharmaceutical Inc. - Registered Shares

Quantumup

uniQure NV

Roche Holdings AG ADR

 ⬆️to Overweight-$119 from EW-$68 after initiating coverage of 12 biotech stocks and assuming coverage of 11, with a positive view of the industry. 


 WVE TEVA 
Barclays says that it likes the setup for the group in 2026—many biotech stocks remain undervalued—expects continued M&A, strong underlying fundamentals, and less of a focus on drug pricing to act as significant tailwinds. 
 
Barclays additionally said, We think PKU could be >$2B at peak. 
We think PKU remains underappreciated and see Sephience beating in 2026 and beyond. 
 
Huntington's Disease (HD) could be meaningful long term and we view regulatory updates as potential 
upside drivers this year given low expectations.