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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending as a recent NVIDIA 13F filing revealed the company sold its stake in Q4 2025, sparking a community debate on whether this past transaction warrants the current sell-off or presents a strategic buying opportunity for the AI data center provider.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is seeing a sharp post-earnings sell-off after providing mixed guidance that included a lowered EPS outlook despite strong revenue growth. The community is actively debating whether the decline is an oversold buying opportunity, emphasizing the critical demand for cybersecurity amid rising AI threats, or a justified correction given valuation and broader software sector pressures.

🔥 COCK Token – The Ultimate Cross-Chain MemeFi Powerhouse 🔥  In just under 20 days, $COCK has smashed expectations, broken ATHs, and built a project that’s shaking up Cardano and the entire crypto space. 🐓 What Makes $COCK Special?      The Name: Love it or hate it, the energy and engagement it generates are undeniable. The nuance in language and wild appeal set us apart.     #MEMEFI Pioneer: We’re not just another meme coin. $COCK is leading a movement by combining DeFi mechanics, game theory, and community engagement into a groundbreaking ecosystem.     COCKARENA: At the core of our ecosystem is the COCKARENA, a PvP HODL game. Players battle it out, and early exit fees fuel redistributions, burns, and the treasury. This ensures price appreciation and long-term sustainability for loyal holders.  🎰 The COCK Casino  Our casino isn’t just fun—it’s a serious revenue stream for the FLOCK.      Games: Bonanza, Crash, Blackjack, and Roulette (coming soon!).     Impact: Over 7,834 ADA in profits generated within days, directly supporting rewards, burns, and reinvestment.  💰 COCK-ARENA Loans  Unlock liquidity without selling your tokens.      Loan Terms: Borrow up to 30% of your holdings while continuing to earn rewards in the arena.     Investor Focus: Perfect for savvy investors staying in the game while tapping into their holdings.  🤝 Our Insane Partnerships  We’re bridging gaps, building alliances, and breaking barriers across the crypto space. Key Partners:      DANZO: Powering #MEMEFI with Arena, Casino, and Loans.     KLENEK: Interactive training room.     HSKN (Charles Hoskilien): Supporting and starting COCKPIN with 115 AIR NODES for DePIN aggregation. Plans to add APEX and Earth Nodes through a crypto company incorporated in Costa Rica.     ELITE CATS / SNEKKIES / HOT / BANK: Rewarding NFT holders with COCK-LOCK tokens and vice versa.     OCKZ: COCKSOCKS, Golden Cock Ticket (1M COCK), airdrop rewards, and whitelist perks for holders of 200 ADA worth of $COCK.     OLI Partnership:         Content Creation: Lux and the team are crafting engaging educational content about memes and MemeFi for OLi's platform.         Strategic Investment: The OLi Community Trust will invest in $COCK, distributing 100% of rewards to $OLI holders.         Community Reach: Over 22,000 learners will discover $COCK through OLi's gamified ecosystem.     Hi-Rez the Rapper: Expanding reach in marketing and entertainment.     KUNO, CALEB, CADEN, FITY, ROVER, WhaleInsider: Influential collaborators driving crypto adoption and growth.     Cardano Girls: Helping us understand and communicate effectively with ADA’s female audience.     WallStreetBets: Breaking barriers and increasing engagement.     Antonio Brown: Endorsing, supporting, and even playing in the casino and arena!     Advisors:         BERIS, HECKTHESNEK, RTB, CRYPTOGENIUS: Trusted names advising and supporting the project.  Future Partnerships:  More collaborations are in the pipeline to continue expanding engagement and bring new eyes to ADA and CNTs. 🔥 Unmatched Results in Just 20 Days      Supply Burned: 1.65%, worth 148K ADA!     Arena Fees Collected: 54M COCK, worth over 500K ADA, fueling rewards, burns, and partnerships.     Staked COCK-LOCK: 11M COCK-LOCK in the liquid staking platform, with more coming.     Casino Revenue: Skyrocketing profits directly rewarding holders and growing the treasury.     Top Blast Contests: Generated over 120K ADA in volume, rewarding participants with over 50K ADA in prizes.  🌍 Our Vision  To be the most decentralized, rewarding, and innovative token on Cardano while fostering cross-chain collaboration and onboarding the masses.      Breaking Barriers: We’re bringing BTC, ETH, SOL, and other chains into the fold.     Community-Driven: Focused on building bridges and showcasing that crypto can be fun, rewarding, and sustainable.     Expansion: This is just the beginning. With more burns, rewards, and partnerships on the way, $COCK is set to redefine what’s possible in the MemeFi space.  💎 Time in the arena &gt; Timing the market. The FLOCK is unstoppable. Let’s keep breaking walls for Cardano and onboard new users as we take $COCK to new heights.

CockCardano

COCK CRYPTO is trending with a highly active community rallying for price appreciation, driven by its unique real-world utility integration through Cocky Wings and its presence within the Cardano ecosystem, where discussions highlight increased liquidity and passive income opportunities.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending due to a sharp decline below its initial SPAC price, reaching new lows amidst heavy put option volume. The community is actively discussing the stock's significant overvaluation, pointing to low revenue compared to its market capitalization, alongside broad political and legal controversies associated with its namesake.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending as community sentiment highlights its significant undervaluation, driven by recent Fast Track designation and eagerly anticipated clinical data updates from its upcoming Investor Day. Investors are actively discussing strong buyout potential, convinced its nanobody platform positions it as a best-in-class treatment poised to disrupt the inflammatory disease market.

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 as it navigates a broader software sell-off fueled by AI disruption fears, with bulls arguing its strategic acquisitions in AI-driven security and recent analyst upgrades underscore its critical, best-in-class position amidst rising cyber threats.

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.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion (INFQ) is generating buzz following its NYSE debut and scheduled bell ringing, with the community pointing to its neutral-atom quantum technology, strategic partnerships with NASA and NVIDIA, and existing government contracts as signs of significant undervaluation compared to sector peers.

The Cosmos network consists of many independent, parallel blockchains, called zones, each powered by classical Byzantine fault-tolerant (BFT) consensus protocols like Tendermint. Some zones act as hubs with respect to other zones, allowing many zones to interoperate through a shared hub. The architecture uses classic BFT and Proof-of-Stake algorithms, instead of Proof-of-Work. Cosmos can interoperate with multiple other applications and cryptocurrencies, something other blockchains can’t do well. By creating a new zone, you can plug any blockchain system into the Cosmos hub and pass tokens back and forth between those zones, without the need for an intermediary.  While the Cosmos Hub is a multi-asset distributed ledger, there is a special native token called the atom. ATOM have three use cases: as a spam-prevention mechanism, as staking tokens, and as a voting mechanism in governance.  As a spam prevention mechanism, ATOM are used to pay fees. The fee may be proportional to the amount of computation required by the transaction, similar to Ethereum’s concept of “gas”. Fee distribution is done in-protocol and a protocol specification is described here.  As staking tokens, ATOM can be “bonded” in order to earn block rewards. The economic security of the Cosmos Hub is a function of the amount of ATOM staked. The more ATOM that are collateralized, the more “skin” there is at stake and the higher the cost of attacking the network. Thus, the more ATOM there are bonded, the greater the economic security of the network.  Atom holders may govern the Cosmos Hub by voting on proposals with their staked ATOM.

Cosmos

ATOM (Cosmos) is trending amidst a surge in trading volume and price, as investors actively discuss its high staking rewards and potential for significant growth, fueled by ongoing tokenomics redesign and its critical role in enabling interoperability across the "Internet of Blockchains".

Starfighters Space, Inc. is engaged in the research and development of space flight, pilot training, and aeronautics programs. It operates the commercial fleet Lockhead F-104s. The company was founded by Rick Svetkoff on September 6, 2022 and is headquartered in Cape Canaveral, FL.

Starfighters Space Inc

Starfighters Space (FJET) is trending as its IPO quiet period concludes and investors await potential news regarding an FAA Space Launch license, fueling community debate over its tight float and high short interest amidst broader speculation for the space sector and an anticipated SpaceX IPO.

Aldeyra Therapeutics, Inc. is a biotechnology company, which engages in research and development activities with related general business planning, including raising capital. It engages in the discovery of therapies designed to treat immune-mediated diseases. The company was founded by Thomas A. Jordan and John E. Dowling on August 13, 2004 and is headquartered in Lexington, MA.

Aldeyra Therapeutics Inc

Aldeyra Therapeutics is trending as the FDA extended the PDUFA date for its dry eye treatment Reproxalap to March 2026, requesting a Clinical Study Report for a field trial. The community is highly divided, with bulls viewing this as a procedural step towards likely approval given a draft label was already shared, while bears remain cautious due to prior rejections and ongoing scrutiny of trial efficacy.

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$AMRSQ With significant assistance from the legendary @GreenAndGreen, I have put together a perspective that summarizes my current thoughts on the synthetic biology industry; I hope you find it helpful. Suffice to say, the industry is in its very early days, with enormous opportunity for many major players. For all of us who have arrived early to the party, this will be an amazing journey to see play out over years. I have no doubt there will be ups and downs, but the overall trajectory has never been more clear.

Please access the pdf at the following link:
https://drive.google.com/file/d/1_n_AFviePgdEyg5WUmBT999Qmnwia0lS/view?usp=sharing

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To accelerate the path to sustainability, synthetic biology leaders need to work together.pdf

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Amyris Inc

$AMRS With significant assistance from the legendary 

, I have put together a perspective that summarizes my current thoughts on the synthetic biology industry; I hope you find it helpful. Suffice to say, the industry is in its very early days, with enormous opportunity for many major players. For all of us who have arrived early to the party, this will be an amazing journey to see play out over years. I have no doubt there will be ups and downs, but the overall trajectory has never been more clear.

Please access the pdf at the following link:


IonQ Inc

Wiffle1

@Wiffle1 @GreenAndGreen Thanks for this Wiffle as always. Do you have any sense of whether there remains bad blood between AMRS and Gingko? They had some kind of a collaboration deal which seems to have fallen apart a number of years back. Based on your thesis, it appears that they may need to work together again.

 Thanks for this Wiffle as always. Do you have any sense of whether there remains bad blood between AMRS and Gingko? They had some kind of a collaboration deal which seems to have fallen apart a number of years back. Based on your thesis, it appears that they may need to work together again.

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@WantedToRetireEarly @Wiffle1 @GreenAndGreen @CaptainConfusion @Dcrolltide @teacher87_99 
Thanks Wiffle and Green for preparing this.

WantedtoRetire: I would say, reading between the lines, at the very least there are big egos in the room, if not outright Bad Blood.  With Melo publicly gloating about having the largest tanks in the industry and being 6-8 years ahead of Gingko, it&#39;s certainly not helping the prospects of reconciliation if there is a lingering issue between the two companies. But, I suppose, when the stakes are this high it tends to get the competitive juices flowing.

Question for Dr. Wiffle: How much of this will be on the Final Exam? :)

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Thanks Wiffle and Green for preparing this.

WantedtoRetire: I would say, reading between the lines, at the very least there are big egos in the room, if not outright Bad Blood.  With Melo publicly gloating about having the largest tanks in the industry and being 6-8 years ahead of Gingko, it's certainly not helping the prospects of reconciliation if there is a lingering issue between the two companies. But, I suppose, when the stakes are this high it tends to get the competitive juices flowing.

Question for Dr. Wiffle: How much of this will be on the Final Exam? :)

@Retired2Beachat50 @Wiffle1 @GreenAndGreen @CaptainConfusion @Dcrolltide @teacher87_99 Retired, I agree :) Definitely some big egos and I’m sure that Melo is jealous that Gingko’s valuation is so much higher than AMRS.

 Retired, I agree :) Definitely some big egos and I’m sure that Melo is jealous that Gingko’s valuation is so much higher than AMRS.