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Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

COMPASS Pathways is currently seeing high investor interest fueled by a combination of positive clinical data and favorable regulatory tailwinds, including a rolling FDA review and a new priority designation for their psilocybin-based depression therapy. The community is actively discussing the stock's potential for a significant re-rating, with many focusing on the upcoming durability trial data, the company's strong cash position, and growing institutional confidence in the sector.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as investors weigh an upbeat delivery report and raised production guidance against the dilution concerns of a significant public share offering. While some participants express frustration over the timing of the capital raise, the community is actively debating the stock's future liquidity, the strategic funding of factory expansion, and the long-term potential of the upcoming R2 vehicle line.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Firefly Aerospace is gaining traction as investors focus on its recent 13 million dollar NASA JPL subcontract for a Mars aeroshell mission, which highlights the company's growing role in cislunar infrastructure. While some community members are frustrated by recent price volatility and sector-wide liquidity shifts, many remain bullish on the long-term potential of the firm's expanding defense and lunar contract backlog.

Crinetics Pharmaceuticals, Inc. operates as a clinical stage pharmaceutical company focused on the discovery, development, and commercialization of novel therapeutics for rare endocrine diseases and endocrine-related tumors. The firm's product candidate, CRN00808, is an oral nonpeptide somatostatin agonist for the treatment of acromegaly. It is also developing other oral nonpeptide somatostatin agonists for neuroendocrine tumors and hyperinsulinism, as well as an oral nonpeptide ACTH antagonist for the treatment of Cushing's disease. The company was founded by R. Scott Struthers, Yun-Fei Zhu and Stephen F. Betz in 2008 and is headquartered in San Diego, CA.

Crinetics Pharmaceuticals Inc

Crinetics Pharmaceuticals is trending following a massive $10 billion acquisition by Vertex Pharmaceuticals, with shares rallying significantly as the market digests the all-cash deal. Community discussion is focused on the premium valuation, the successful exit for long-term holders, and speculation regarding which rare-disease biotech might be the next target for similar big pharma consolidation.

Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Penguin Solutions ($PENG) is rallying as investors gain confidence in its role as a specialized AI infrastructure integrator, following its recent designation as an NVIDIA AI Factory partner and the appointment of key leadership with deep industry connections. Community sentiment is heavily focused on the stock's potential for a valuation re-rating, with discussions highlighting its exposure to high-growth memory segments and its direct collaboration with major enterprise technology partners.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is facing heavy selling pressure as semiconductor stocks undergo a sharp rotation, with investors debating whether the current decline represents a temporary pullback in the AI growth narrative or a structural shift in the sector. Community sentiment is deeply divided, with many traders aggressively scaling into the dip to capitalize on anticipated rebounds, while others warn of further downside and decaying leverage risks as market participants brace for upcoming economic data.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit Inc. is gaining investor attention following a breakout above key technical levels, with market discussions centered on its improving monetization metrics, AI data-licensing potential, and rotation into growth-oriented names. While some traders are focused on short-term price volatility and potential gamma squeeze setups, broader community sentiment remains split between long-term bullish theses on platform engagement and skepticism regarding the stock's valuation and moderation policies.

DigitalOcean Holdings, Inc. engages in the provision of providing cloud infrastructure. It operates through the following geographical segments: United States, Netherlands, Germany, Canada, Singapore, and Other. The company was founded in 2012 and is headquartered in Broomfield, CO.

DigitalOcean Holdings Inc

DigitalOcean is trending as investors digest a strong earnings report that featured raised revenue guidance for 2026 and an optimistic 30% growth target for 2027, signaling a pivot toward higher-margin AI inference workloads. While some community members remain skeptical of the stock's valuation and potential dilution, bulls are pointing to the company's successful shift into enterprise-level scaling and rapid growth in AI-native customer revenue.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is facing intense downward price pressure and investor skepticism following its annual meeting, as shareholders express frustration over the lack of immediate revenue announcements and the decision to pause U.S. redomiciliation. Despite this, bulls remain focused on the company's 10x production scaling roadmap, significant cash reserves, and the potential of the Blazar hybrid laser to become an industry standard in high-bandwidth AI networks.

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 attracting heavy attention as the company directly refuted reports of a multi-year delay to its next-generation Kyber AI architecture, reinforcing its growth roadmap to investors. While community discussions highlight volatility driven by broader concerns over AI capital expenditure and competitive chip developments, many traders are focusing on the stock's consolidation near key technical support levels as a potential base for a bullish reversal.

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Anthropic is at ~$30B+ ARR [growing +233% since end-2025 ($9B → $30B+ in ~4 months)] w/ a $380B valuation 
 
$PLTR is at $4.5B revs (FY25) [growing +56% y/y &amp; guides FY26 at +61% y/y] at a $306B market cap. 
 
$AMZN $GOOGL $ZM

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Zoom Communications Inc. - Ordinary Shares - Class A

Anthropic is at ~$30B+ ARR [growing +233% since end-2025 ($9B → $30B+ in ~4 months)] w/ a $380B valuation 
 


 is at $4.5B revs (FY25) [growing +56% y/y & guides FY26 at +61% y/y] at a $306B market cap. 
 


@Ro_Patel Anthropic Losing a lot of money too

SouthieBeatdown

@Ro_Patel added some PLTR today, don’t fock it up for me

Helicopter Drew

David

Lisa

 added some PLTR today, don’t fock it up for me

George Ponderevo

@Ro_Patel And has it made any profits yet or generated any FCF?

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 And has it made any profits yet or generated any FCF?