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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is facing increased selling pressure following the emergence and subsequent denial of acquisition rumors involving Lionsgate Studios, fueling community frustration over management's deal-making strategies. Investors are actively debating whether to capitalize on the recent price dip or scale out of positions, while many call for more aggressive execution of share buybacks to stabilize the stock.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is trending as the market reacts to the unveiling of new high-end AR glasses, sparking intense community debate over their premium price point and the company's long-term hardware strategy. While some users emphasize the potential of Snap's patent portfolio and AI integration, many are voicing skepticism regarding the device's mass-market viability and the company's leadership direction.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as investors monitor the company's aggressive legal move to reclaim commercial rights from Nippon Shinyaku, coupled with the strategic appointment of a veteran commercial officer ahead of the crucial FDA decision for deramiocel. The community is heavily focused on the potential for Capricor to launch the product independently, interpreting these developments as a major de-risking event that could unlock significant upside.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi LLC is trending as investors digest news of a potential shift in corporate leadership and anticipation surrounding a binding tenant announcement. Community sentiment remains split between excitement over high-beta exposure to AI energy infrastructure and intense skepticism fueled by boardroom drama and past execution delays.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure shares are rallying following a leadership change at the FDA's gene therapy division, which investors believe will lead to more flexible regulatory reviews for its AMT-130 Huntington's disease treatment. The community is actively discussing the stock's potential for a significant turnaround, with many citing analyst upgrades and renewed optimism for accelerated approval pathways.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is trending due to a sharp decline in price following insider stock sales, fueling intense debate between retail bulls who emphasize its strong revenue growth and enterprise adoption and bearish traders who cite high valuation, stock-based compensation, and competition from AI tools. The community is focused on whether this drawdown represents a final shakeout before a potential short squeeze or evidence that software valuations are correcting alongside the IPO lock-up expiration.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is surging as the community remains divided over a recent production order announcement that notably omitted specific financial details. While some investors view the news as a critical validation of Aehr's wafer-level burn-in technology for the expanding silicon photonics and AI data center sectors, others remain skeptical, pointing to the lack of transparent order values and high valuation multiples relative to current revenue.

Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

Ocular Therapeutix is currently attracting significant community attention as investors await clarity on the AXPAXLI NDA submission timeline following recent trial data. The stock is experiencing heightened volatility and intense debate, with many participants focused on the high institutional ownership and conflicting sentiment regarding the strength of its clinical results compared to existing standards of care.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is capturing market attention as institutional interest in advanced nuclear energy intensifies, with investors closely watching potential multi-billion dollar investment pledges from international partners. The community remains divided between those betting on the company's long-term commercialization of small modular reactors to power AI data centers and those skeptical of its timeline and reliance on speculative funding.

Palladyne AI Corp. engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its products include Palldyne IQ and Palladyne Pilot. The company was founded by Fraser M. Smith and Benjamin G. Wolff in 2015 and is headquartered in Salt Lake City, UT.

Palladyne AI Corp.

Palladyne AI is trending as investors debate the impact of new defense contracts and swarm technology milestones against the backdrop of significant short interest and concerns regarding potential share dilution. The community remains sharply divided between retail traders betting on a short squeeze and long-term supporters focused on the company's strategic transition into a vertically integrated defense manufacturer.

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$FABC just a reminder on the Jane Street 13G filing. they’re market makers, not a hedge fund taking a conviction position. it’s considered a passive stake, meaning it’s likely just a byproduct of options hedging and liquidity operations, not a bullish bet on MicroLED interconnects.
still, institutional presence on a $27M market cap name isn’t nothing. just gotta be realistic about what it actually means vs what people want it to mean.
watch the NDA announcements with the two unnamed semiconductor companies. that’s the real tell.