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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending as Novo Nordisk files a lawsuit over alleged unapproved GLP-1 copycats, leading Hims to halt its compounded weight-loss pill amid regulatory scrutiny and sparking intense community debate on the company's prospects.

SMX (Security Matters) Plc is a holding company, which engages in the provision of authentication solutions. It offers brand protection, authentication, and track and trace technology. The company was founded by Haggai Alon on July 1, 2022 and is headquartered in Dublin, Ireland.

SMX (Security Matters) Plc

SMX (Security Matters) PLC

SMX is trending following a $250 million capital commitment designed to extend its operational runway through 2028, sparking intense community debate between those who see it as a strong foundation for its traceability technology and critics wary of past dilution and extreme volatility.

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 actively discussed as its Eagle Line pilot production goes live, with a viral tech video sparking community debate on the company's solid-state battery advancements, potential OEM partnerships, and the path to commercialization ahead of its anticipated earnings.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is trending following its mixed financial results, which showed solid profitability but offered a conservative revenue outlook for future periods, sparking a significant sell-off. The community is sharply divided, with many decrying the market's "ridiculous overreaction" and viewing the dip as a generational buying opportunity, while others remain cautious regarding the revised guidance.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

Monday.com (MNDY) is trending sharply lower after providing a weaker-than-expected revenue outlook, despite beating Q4 earnings and revenue estimates. The community is actively debating whether this sell-off is an overreaction or a legitimate concern that AI advancements pose a significant threat to its business model.

Kyndryl Holdings, Inc. is a technology services company, which engages in the provision of infrastructure services. It operates through the following segments: United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment represents the aggregation of operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland. The company was founded on December 4, 2020 and is headquartered in New York, NY.

Kyndryl Holdings Inc

Kyndryl Holdings is trending after cutting its earnings outlook and disclosing a financial reporting review by the SEC, alongside executive exits, which has led the community to speculate about potential financial irregularities and bankruptcy, while others see an overblown market reaction for the IBM spin-off in the evolving IT services sector.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

Rage Crypto is trending due to its highly engaged community driving the "OG meme" narrative, positioning itself as a foundational reset for the crypto market. Enthusiasts exhibit strong conviction, actively building platforms like RageMaker and RageGames, and rallying others to "Return to the Memes" and "Rage On" to assert cultural dominance.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Holdings Inc

Ondas Holdings is a key topic of conversation after its 4M Defense subsidiary secured a substantial $30 million multi-year demining contract in Israel, which significantly boosts its defense backlog and fuels community speculation about an imminent short squeeze despite broader market weakness.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean's all-stock agreement to acquire Valaris aims to create an offshore drilling industry leader poised for an emerging upcycle, sparking community debate over whether this strategic consolidation will reduce debt and ignite a short squeeze despite the immediate negative stock reaction.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ouster is trending following its strategic acquisition of StereoLabs, a move largely seen by the community as accelerating Ouster's path to profitability and establishing a unified physical AI sensing and perception powerhouse. This integration of StereoLabs' EBITDA-positive AI vision solutions is expected to significantly expand Ouster's reach within the burgeoning robotics, industrial, and smart infrastructure markets.

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$CIFR huge news in cifr pt raise for cifr to $38. They note the rerating that needs to happen since we are not a bitcoin miner with Lower multiples thank ai infrastructure. Great news bulls.
CIFR isn’t just a Bitcoin miner anymore—it’s pivoting hard to AI data center infra with $B+ AWS/Google contracts. Morgan Stanley notes this in their PT raise to $38🔥 finally getting our rerating. 
👉Current: Trades like a miner at ~10–20x fwd EV/EBITDA (or 25–30x P/S trailing).
👉Rerating potential: Data center comps at 20–30x+ EV/EBITDA (stable leases, higher margins/MW).
If it catches up, big multiple expansion ahead.

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Cipher Mining Inc

Barrick Mining Corp

 huge news in cifr pt raise for cifr to $38. They note the rerating that needs to happen since we are not a bitcoin miner with Lower multiples thank ai infrastructure. Great news bulls.
CIFR isn’t just a Bitcoin miner anymore—it’s pivoting hard to AI data center infra with 

+ AWS/Google contracts. Morgan Stanley notes this in their PT raise to $38🔥 finally getting our rerating. 
👉Current: Trades like a miner at ~10–20x fwd EV/EBITDA (or 25–30x P/S trailing).
👉Rerating potential: Data center comps at 20–30x+ EV/EBITDA (stable leases, higher margins/MW).
If it catches up, big multiple expansion ahead.

Chevy

$CIFR 
Thread on current deals and now the rerating with Morgan’s $38 call is massive for cifr 150% upside 
https://x.com/hhislandbliss/status/2020824466687672761?s=46

🚨 Why $CIFR is no longer just a Bitcoin miner-it's a massive AI infrastructure play with a 3.4 GW energy moat. Morgan Stanley just initiated Overweight w/ $38 PT (150%+ upside from ~$15), seeing it as a "REIT endgame" for stable leases. Time to educate on this monster rerating... pic.twitter.com/WyYE0LotWu

X (Formerly Twitter)

HiltonHead🏝️ on X (formerly Twitter): "🚨 Why $CIFR is no longer just a Bitcoin miner-it's a massive AI infrastructure play with a 3.4 GW energy moat. Morgan Stanley just initiated Overweight w/ $38 PT (150%+ upside from ~$15), seeing it as a "REIT endg...

 
Thread on current deals and now the rerating with Morgan’s $38 call is massive for cifr 150% upside 
