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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 following its Q4 earnings report, where a headline revenue and EPS miss was overshadowed by management's beat on ARR guidance and positive adjusted EBITDA. Despite initial volatility, the stock saw a strong recovery as the community rallies around its reaffirmed 2026 guidance and robust AI infrastructure expansion, sparking discussions of a potential short squeeze.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending as the company announced plans to advance its oral weight-loss drug, VK2735, directly into Phase 3 studies, accelerating its development timeline significantly and fueling community speculation about its "best-in-class" potential. This rapid progression, alongside a strong cash position, has intensified discussions around potential major partnerships or buyouts, while also creating a battleground for shorts betting against its valuation.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is trending after reporting a significant earnings beat and strong forward guidance, notably highlighting AI as an increasing tailwind for its business, which has surprised the market and appears to be fueling a short squeeze. The community is actively discussing the company's turnaround, its perceived undervaluation compared to peers, and the potential for a substantial price run.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Applovin (APP) is trending following an earnings report that significantly beat revenue and profit estimates with strong guidance, despite the stock experiencing a notable drop. The community is actively debating if the dip is a buying opportunity, citing the company's robust fundamentals and ongoing share buyback program amid a broader software sector pullback.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is gaining investor attention with BlackRock recently increasing its stake, as the community eagerly awaits updates on its promising NSCLC trial and progresses towards a prostate cancer BLA, with many speculating on potential Big Pharma partnerships or a buyout driven by the sector's patent cliff and vulnerable short interest.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, Jersey.

NovoCure Ltd

NovoCure is trending following FDA approval of its Optune Pax device for locally advanced pancreatic cancer, hailed by many as a revolutionary breakthrough for a difficult-to-treat disease, while some community members question the magnitude of the clinical benefit and commercial rollout potential.

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 trending on the heels of Nuclearelectrica's approval for the Doiceti SMR project and a new partnership with Oak Ridge National Laboratory for AI-enabled nuclear fuel management. The community is actively discussing its potential to address the massive energy demands of AI data centers, with many seeing it as a key player in the global shift towards small modular reactors, despite ongoing debates about its valuation and project timelines.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is actively discussed after its latest earnings report, which showcased robust AI infrastructure demand and an improved financial outlook, yet shares declined due to a lower-than-anticipated gross margin forecast impacted by rising memory costs. The community is debating its current valuation and long-term potential in the AI boom, drawing parallels to past market cycles.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

HubSpot Inc

HubSpot announced strong Q4 earnings, raised its forward guidance, and initiated a significant share repurchase program. However, the stock experienced a notable post-earnings decline, sparking an intense community debate over whether robust fundamentals can outweigh persistent market fears about AI disruption in the broader software sector.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is actively discussed ahead of its upcoming earnings report, with bearish sentiment fueled by a recent analyst downgrade, notable insider selling, and concerns about crypto market weakness after a competitor's poor results, though some investors anticipate an oversold bounce or a surprise.

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$PYPL Adyen full year 2025: 

1,062.5 million net income 
1,081.3 million free cash flow

Their transaction volume €1,394.3 billion

PayPal‘s transaction volume is 1.7 TN

If you compare transaction volume and net income + free cash flow than you will see that PayPal’s margin is like 4 times higher!!!! 

Lets ask yourself why Adyen has almost our marketcap…. Its growths like 15-20%. Its not fundamentals. PayPal 5.23 bn net income. Adyen 1.06 bn net income. Ask yourself whats wrong with stock market. 

Btw numbers are in slide 23. 

https://brand.adyen.com/api/asset/eyJjbGllbnRJZCI6bnVsbCwiaWQiOjEyMDQxMCwidGltZXN0YW1wIjoxNzcwODQwMjg0LCJ2ZXJzaW9uIjoxNzcwODQwMjY3fQ:adyen:6vzsqujhXOPvD4HxloPFw2C1Gr7Di7FIdF7Y6RjZLgg/download

BitcoinCryptoMerch

Kevin Lok.

Lucas

ian s.

Adyen

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PayPal Holdings Inc

 Adyen full year 2025: 

1,062.5 million net income 
1,081.3 million free cash flow

Their transaction volume €1,394.3 billion

PayPal‘s transaction volume is 1.7 TN

If you compare transaction volume and net income + free cash flow than you will see that PayPal’s margin is like 4 times higher!!!! 

Lets ask yourself why Adyen has almost our marketcap…. Its growths like 15-20%. Its not fundamentals. PayPal 5.23 bn net income. Adyen 1.06 bn net income. Ask yourself whats wrong with stock market. 

Btw numbers are in slide 23. 



Tim “ToRni” ToRnaDo

@ToRni27 growth but that’s it 

Buying Pypl

@ToRni27 adyen dropping 20% too right now despite solid growth

 adyen dropping 20% too right now despite solid growth

@BitcoinCryptoMerch their take rate from transaction volume is like 4 times lower. Its funny that they are like 10 bn overvaluated. They should dump 33% in this bear market. This does not make sense.

 their take rate from transaction volume is like 4 times lower. Its funny that they are like 10 bn overvaluated. They should dump 33% in this bear market. This does not make sense.

@ToRni27 please we need a savior, if this goes to $20 it&#39;s over

StockTwits Web

 please we need a savior, if this goes to $20 it's over

John Smith

@Grumbly PayPal might go private at 20. that would be a problem for us shareholders.

 PayPal might go private at 20. that would be a problem for us shareholders.

@EDGEXBTC they are growing because their take rate of transaction volume is 4 times lower.

 they are growing because their take rate of transaction volume is 4 times lower.

@ToRni27 market and WS are too busy giving themselves money in overpriced Tesla, Palantir and many more others where THEY have their money in. Sooner or later they will have to let this go from this misery.

 market and WS are too busy giving themselves money in overpriced Tesla, Palantir and many more others where THEY have their money in. Sooner or later they will have to let this go from this misery.

Alex

@ToRni27 @Grumbly under $30 would mean this is bust business and WS is pricing it for Bankruptcy.

 under $30 would mean this is bust business and WS is pricing it for Bankruptcy.