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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 an exaggerated market reaction to Anthropic's new "Claude Code Security," sparking fears of AI disruption across the cybersecurity sector. However, many in the community believe this FUD-driven sell-off is an irrational misunderstanding of CrowdStrike's enterprise offerings and presents a significant buying opportunity.

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 after the Supreme Court struck down its namesake's global tariffs, sparking community debate on whether this decision represents a consumer win or a political challenge as new trade measures are vowed. Discussions are actively focused on the potential for billions in tariff refunds and broader economic implications amidst a divided public reaction.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as its cancer therapy, Anktiva, expands into Saudi Arabia and the MENA region, alongside European market entry, sparking intense community discussion about the company's global commercial ramp-up and potential for a significant short squeeze.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

Ardelyx is trending as investors reconcile robust IBSRELA growth and a significant patent extension to 2042 with the company's projected near-term profitability challenges due to increased operating expenses for R&D and sales expansion. The community is actively debating the perceived undervaluation, analyst upgrades, and persistent buyout speculation, particularly regarding Zydus Lifesciences, against the backdrop of broader market volatility.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

NKE is trending due to the ongoing anticipation of a Supreme Court ruling on past tariffs, sparking community debate and confusion over the stock's mixed reaction to what many perceive as potentially favorable news, alongside continued scrutiny of its turnaround strategy and recent layoffs.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave (CRWV) is actively trending amid intense debate surrounding a denied report of financing issues for a key data center, sparking community discussion over whether the dip is a short-seller "fake news" attack or a signal of genuine credit concerns ahead of its earnings report.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian (TEAM) is trending amidst a steep sell-off, with community debate raging over whether AI poses an existential threat to its core software, contributing to a "SaaSpocalypse," despite the company reporting strong earnings and some viewing current levels as a "generational buying opportunity" amidst concerns about customer relationships and high stock-based compensation.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending as it reports multiple record-breaking daily battery swaps during the Chinese New Year holiday, signaling strong network utilization, coupled with news of institutional investors like D.E. Shaw significantly increasing their stake. However, the community remains divided, with bulls highlighting operational success and adjusted profitability, while skeptics express frustration over perceived stock manipulation around the $5 mark and question the long-term financial viability of the battery swap ecosystem.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as major institutions like BlackRock have significantly increased their stakes, affirming confidence in its AI infrastructure growth and recent positive adjusted EBITDA, even as the community debates its short-term price volatility influenced by peer sector news and broader market dynamics.

GRAIL, Inc. operates as a commercial-stage healthcare company, which engages in the development of a technology for early detection of cancer. It utilizes machine learning, software, and automation to detect and identify multiple deadly cancer types in earlier stages. The company was founded by Jeffrey T. Huber, William H. Rastetter, Mostafa Ronaghi, and Richard D. Klausner on September 11, 2015 and is headquartered in Menlo Park, CA.

GRAIL Inc.

GRAIL is trending after its UK NHS-Galleri trial missed a primary endpoint for reducing late-stage cancers, triggering a significant stock plunge. The community is sharply divided, debating if the deep sell-off is an overreaction given promising secondary data and the ongoing US FDA submission, or if it signals a broken thesis for the multi-cancer early detection company.

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

• Reported GAAP EPS of $1.68 up 63.11% YoY
• Reported revenue of $3.07B up 75.31% YoY
• AngloGold Ashanti forecasts 2026 gold production between 2.80Moz and 3.17Moz. Total cash costs per ounce are forecast to range from $1,315/oz to $1,430/oz, and AISC per ounce from $1,780/oz to $1,990/oz.

$AU Great results thanks to rising metal prices................................... 
Interesting to know why costs grew 15%.............. this would have been catastrophic without record silver.............wierd!  Who was paid what to drive this increase?

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AngloGold Ashanti Ltd.

 Q4 '25 Earnings Results & Recap

• Reported GAAP EPS of $1.68 up 63.11% YoY
• Reported revenue of $3.07B up 75.31% YoY
• AngloGold Ashanti forecasts 2026 gold production between 2.80Moz and 3.17Moz. Total cash costs per ounce are forecast to range from $1,315/oz to $1,430/oz, and AISC per ounce from $1,780/oz to $1,990/oz.

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