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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 intensified conversation following its Q2 earnings, which reported strong revenue and an upped full-year outlook but a lowered EPS forecast. This mixed guidance, amidst broader software sector weakness and the impact of acquisitions, has sparked debate within the community over whether the current sell-off presents a buying opportunity or signals further declines for the cybersecurity leader.

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 due to recent analyst upgrades and strategic acquisitions bolstering its AI-driven identity and browser security offerings. The community is debating whether the broader software sector's AI disruption fears are overblown for cybersecurity, with many viewing the current dip as a buying opportunity given CrowdStrike's market leadership in defending against evolving 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".

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 trending following strong Phase 3 trial results for its COMP360 psilocybin therapy, which demonstrated statistically significant efficacy in treatment-resistant depression and has the community buzzing about its pioneering potential for FDA approval. However, the concurrent announcement of an American Depositary Shares offering is causing investor friction over anticipated dilution.

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.

Cadence Design Systems, Inc. engages in the provision of design and development of integrated circuits and electronic devices. It operates through the following geographical segments: Americas, Asia, EMEA, and Japan. The company was founded by Alberto Sangiovanni-Vincentelli, Gudmundur A. Hjartarson, K. Bobby Chao, and K. Charles Janac in June 1988 and is headquartered in San Jose, CA.

Cadence Design Systems, Inc.

Cadence Design Systems (CDNS) is trending after reporting strong Q4 earnings, a beat on revenue, and a record $7.8 billion backlog, driven by AI-driven product demand. While some in the community see this as bullish momentum, others question if the guidance, largely in line with expectations, justifies its valuation amidst comparisons to competitor $SNPS.

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$ATRC Q4 &#39;25 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.04 up 112.12% YoY
• Reported revenue of $140.5M up 13.05% YoY
• AtriCure projects full year 2026 revenue of $600M to $610M, reflecting 12% to 14% growth, with adjusted EBITDA of $80 million to $82 million, and adjusted EPS of $0.09 to $0.15.

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Atricure Inc

 Q4 '25 Earnings Results & Recap

• Reported GAAP EPS of $0.04 up 112.12% YoY
• Reported revenue of $140.5M up 13.05% YoY
• AtriCure projects full year 2026 revenue of $600M to $610M, reflecting 12% to 14% growth, with adjusted EBITDA of $80 million to $82 million, and adjusted EPS of $0.09 to $0.15.