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QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending with significant investor speculation around its newly operational Eagle Line pilot production facility, which hints at advanced solid-state battery scalability and potential OEM partnerships. While long-term bulls see this as a pivotal step towards future licensing revenue, many in the community remain critical of the continued pre-revenue status, ongoing cash burn, and lack of concrete commercialization timelines.

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 community eagerly discusses its oral obesity drug, VK2735, advancing directly to Phase 3 trials, accelerating its pipeline and strengthening its competitive position in the lucrative GLP-1 market.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is trending amid a severe sector-wide sell-off, with widespread fears that advanced AI tools will disrupt or replace traditional enterprise software. However, many in the community and market analysts view this as an irrational overreaction, highlighting Salesforce's strong fundamentals, AI integration, and current undervaluation as a significant buying opportunity.

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 after reporting strong Q4 earnings, which beat revenue and EPS estimates and highlighted robust growth, despite the stock seeing a perplexing post-earnings sell-off. The community is actively debating this market reaction, largely attributing it to algorithmic trading and manipulation while emphasizing the company's solid AI-powered ad-tech fundamentals.

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 for locally advanced pancreatic cancer, a significant milestone for this aggressive disease, with community sentiment split between high optimism for its breakthrough potential and skepticism recalling past volatility and commercialization hurdles.

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.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X is trending due to its imminent merger to become Infleqtion (INFQ) on the NYSE, with the community buzzing over its recent NASA space mission and U.S. Department of Energy contracts. Investors are actively debating its significant undervaluation and leadership in quantum technology compared to industry peers, expecting substantial post-merger growth.

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 seeing significant discussion following its robust Q4 2025 earnings, which revealed record revenue, gross margin, and its first profitable fiscal year, with the CEO highlighting AI as an increasing tailwind for its edge platform. Long-term investors are celebrating this financial inflection point as a potential turnaround, though some in the community remain wary of the rally's sustainability.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software Inc. ($U) is seeing a significant sell-off after reporting a Q4 earnings beat but issuing weaker-than-expected Q1 guidance, fueling concerns about AI competition like Google's Project Genie. The community is actively debating if the drastic dip is an overreaction and a "buy the dip" opportunity, citing underlying business strengths like Vector ads and new AI tool developments, or if current market pressures will persist amid acquisition rumors.

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 (CSCO) is rallying sharply after beating earnings expectations and raising its full-year guidance, driven by accelerating AI infrastructure orders from hyperscalers. While initial concerns over gross margin forecasts caused some volatility, the market is now enthusiastically pushing the stock toward its dot-com era highs, with the community actively discussing its role as a key beneficiary in the AI buildout.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending due to a dual narrative: the successful unfolding of its massive BlueBird 6 satellite and inclusion in the MSCI Index signal technical validation and institutional interest, while a proposed $1 billion convertible notes offering sparks intense debate over potential dilution versus necessary funding for future growth in AI and government space projects.

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$VRT Vertiv in the morning. 11 beats in a row. It will be a beneficiary of the $700 billion in AI spending this year. (I own it)

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Vertiv Holdings Co

 Vertiv in the morning. 11 beats in a row. It will be a beneficiary of the $700 billion in AI spending this year. (I own it)