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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 robust earnings and strong guidance driven by its booming data center and AI segments, yet community discussion is polarized between long-term bullish conviction in its AI leadership and concerns over the muted stock reaction, high valuation, and options expiring worthless amid perceived market manipulation.

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 Enterprises is experiencing a sharp pullback following a significant earnings miss, drawing community criticism regarding execution and financial forecasting. Despite the immediate negative sentiment driving the sell-off, many investors are actively discussing it as a potential buying opportunity given the company's long-term position in the critical and growing energy storage sector, particularly for data centers.

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 upward after reporting a strong Q4 earnings beat and securing a spot on the Missile Defense Agency's massive SHIELD contract, driving community excitement about a potential short squeeze despite continued scrutiny over its valuation and the nascent stage of the quantum computing industry.

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

The Trade Desk is trending after beating Q4 earnings expectations but providing softer Q1 revenue guidance, which has triggered a notable stock decline and analyst downgrade. The community is sharply divided between those who view the sell-off as an overreaction and a buying opportunity due to solid fundamentals, and those concerned about decelerating growth, competitive pressures, and management strategy.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is trending due to anticipation surrounding its upcoming earnings report, following the milestone of opening its 30,000th store and a strategic shift towards premium offerings after the conclusion of regional price wars. The community is actively discussing potential margin expansion, the chairman's increased personal stake, and the ongoing speculation about a major exchange relisting, often tempered by historical skepticism regarding immediate price action.

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 an impressive earnings beat, fueled by robust revenue growth and exceptional performance from its Alani Nu brand leveraging the PepsiCo distribution network. The community is actively debating the stock's significant growth trajectory, with many anticipating continued upside while others express concerns over management's messaging and the long-term implications of PepsiCo's increasing influence.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum Inc. (QBTS) is actively debated following recent partnerships with defense and federal agencies, driving conversation around its competitive dual-platform approach and potential for strong financial results within the highly speculative, yet promising, quantum computing sector.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is trending following a mixed earnings report that showcased strong revenue growth for its Briumvi multiple sclerosis treatment, which continues to demonstrate "best in class" long-term efficacy. Community discussion is focused on the stock's persistent undervaluation amidst high short interest, prompting intense debate over whether a strategic buyout is the key to unlocking its full potential, further fueled by a new national awareness campaign featuring Christina Applegate.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Aurinia Pharmaceuticals is trending following a strong earnings report, marked by a significant EPS beat and substantial share repurchases, which is fueling widespread community speculation about a potential buyout and updates on its AUR200 pipeline.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCryst Pharmaceuticals is trending as investors assess the recently completed Astria Therapeutics acquisition, including new shares issued and updated financing terms, while eagerly awaiting upcoming earnings and late-breaking data on its navenibart program at the AAAAI meeting. Community discussion highlights a mix of anticipation for pipeline advancements and ongoing frustration over the stock's underperformance despite revenue growth, with many eyeing significant short interest.

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

• Reported GAAP EPS of $1.60 up 19.40% YoY
• Reported revenue of $1.03B up 10.60% YoY
• MKS Instruments, Inc. anticipates First Quarter 2026 revenue of $1.04B, plus or minus $40M, with Non-GAAP net earnings of $136M, plus or minus $19M, and gross margin of 46.0%.

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MKS Instruments, Inc.

 Q4 '25 Earnings Results & Recap

• Reported GAAP EPS of $1.60 up 19.40% YoY
• Reported revenue of $1.03B up 10.60% YoY
• MKS Instruments, Inc. anticipates First Quarter 2026 revenue of $1.04B, plus or minus $40M, with Non-GAAP net earnings of $136M, plus or minus $19M, and gross margin of 46.0%.

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Stocktwits Earnings

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The Feb 18 earnings call (8:30 AM ET) may provide more color on margins/tariffs/Q1 details and could stabilize or extend the move.

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The Feb 18 earnings call (8:30 AM ET) may provide more color on margins/tariffs/Q1 details and could stabilize or extend the move.