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SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing significant market attention following a double beat on earnings and increased revenue guidance, further fueled by anticipation of a potential short squeeze given the substantial short interest. Investors and community members are actively debating the company's long-term growth prospects, the impact of the upcoming LivePerson acquisition, and the technical setup for a rapid price move.

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 is gaining momentum as investors position themselves ahead of the upcoming earnings report, with the community actively debating whether the company can repeat its past growth or if margin pressures will continue. Sentiment remains heavily polarized, featuring a mix of bullish enthusiasm for the brand's competitive moat against rivals like Monster and Alani Nu, and bearish concerns regarding stock manipulation and institutional selling pressure.

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 shares plummeted following mixed second-quarter results that fell short of lofty investor expectations despite strong year-over-year growth. The community is sharply divided, with some investors viewing the massive sell-off as a temporary overreaction and a buying opportunity in a high-growth AI cash machine, while others express concern over decelerating revenue momentum and cooling growth guidance.

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 due to the official closing of its acquisition of SkyWater Technology and recent government contract wins, including a major award from DARPA for atomic clock production. Investors are actively debating the company's valuation and long-term scaling potential while monitoring the impact of its new vertically integrated business model on upcoming earnings reports.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is seeing significant investor attention leading into the upcoming earnings call, driven by intense speculation regarding the status of its respiratory vaccine pipeline and potential licensing deals for its Matrix-M adjuvant technology. The community is actively debating the company's long-term value against a backdrop of prolonged management silence, with participants divided between those expecting transformative partnership news and those wary of recurring dilution and lack of concrete commercial results.

Himax Technologies, Inc. is a semiconductor solution provider dedicated to display imaging processing technologies. It operates through the Driver Integrated Circuit and Non-Driver Products segments. The company's products include display drivers, timing controllers, wafer level optics, video and display technology solutions, liquid crystal over silicon silicon, complementary metal-oxide semiconductor image sensor, and power integrated circuit. Its products used in TVs, laptops, monitors, mobile phones, tablets, digital cameras, car navigation, virtual reality (VR) devices and many other consumer electronics devices. Himax Technologies was founded by Biing Seng Wu and Jordan Wu on June 12, 2001 and is headquartered in Tainan, Taiwan.

Himax Technologies - ADR

Himax Technologies, Inc.

Himax Technologies is experiencing strong momentum as investors increasingly focus on the company's critical role in the semiconductor supply chain, particularly regarding its proprietary wafer-level optics for AI-driven data center co-packaged optics. The community is actively discussing the company's pivot toward automotive and edge AI applications, with many focusing on whether the current stock performance signals a long-term structural breakout driven by increasing demand for high-speed AI infrastructure.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital shares are under significant pressure following a sector-wide selloff triggered by concerns over aggressive expansion from Chinese competitors and potential cooling in memory demand. The community is sharply divided, with some investors viewing the double-digit percentage decline as a strategic buying opportunity given long-term AI storage needs, while others fear a more structural downtrend due to overextended valuations and shifting industry dynamics.

Oscar Health, Inc. is a healthcare insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health is currently trending as investors debate the sustainability of its sharp rally, with some pointing to robust membership growth and margin improvements as catalysts while others cite risks like network limitations and high volatility. The community remains divided, featuring both bullish long-term investors tracking institutional accumulation and cautious traders monitoring potential pullbacks following significant recent gains.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management systems, as well as other tools, integrations, and native payment solutions. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

HubSpot Inc

HubSpot is experiencing significant volatility as investors weigh strong GAAP profitability and revenue growth against concerns over AI-driven GTM transitions and slower customer acquisition. While the community remains divided between those viewing the pullback as a discounted long-term opportunity and others fearing the stock is vulnerable to broader software sector rotation and competition.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is trending as investors weigh strong demand for its weight-loss products against recent R&D setbacks and pipeline scrutiny. The community is actively debating the company's valuation relative to its competitors, focusing on the potential of oral drug launches and the impact of upcoming earnings and dividend payouts.

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$SOXS $NVDA $SMCI $DELL So your essentially basing it off &quot;feelings&quot; rather than looking at what IS HAPPENING. These companies that Nvidia are financing arent just spending and obtaining finance to pursue something thats not going to work. The fact is it IS working, AI is already embedding itself into many companies.  
 
When you look at 3 years ago, AI wasnt even used by people like it is today, it was moreso a niche thing, now I bet even you used AI to research what you were talking about in here.

ultravires

@Ub3r5pAnK $SOXS $NVDA

Lol &quot;positive trade balance&quot;? Guaranteeing $250B for a customer with ZERO credit rating and massive cash burn isn&#39;t growth—it&#39;s desperation. 

If NVDA’s demand was truly organic, they wouldn&#39;t need to act as a shadow bank for unprofitable AI startups. 

When those accounts receivable turn into write-offs, this circular financing house of cards collapses.

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 So your essentially basing it off "feelings" rather than looking at what IS HAPPENING. These companies that Nvidia are financing arent just spending and obtaining finance to pursue something thats not going to work. The fact is it IS working, AI is already embedding itself into many companies.  
 
When you look at 3 years ago, AI wasnt even used by people like it is today, it was moreso a niche thing, now I bet even you used AI to research what you were talking about in here.

Ub3r5pAnK

@Ub3r5pAnK $SOXS $NVDA

Lol &quot;AI is embedding itself&quot;? Nobody is denying AI&#39;s existence. We’re pointing out $250B in vendor financing and illegal backdoor sales to inflate growth numbers. 

Using AI to write Reddit posts doesn&#39;t mean hyper-scalers are getting ROI on $1T in CAPEX. 

In 2000, people used the internet every day while Cisco collapsed 80%. Learn the difference between tech adoption and a financial house of cards.



Lol "AI is embedding itself"? Nobody is denying AI's existence. We’re pointing out $250B in vendor financing and illegal backdoor sales to inflate growth numbers. 

Using AI to write Reddit posts doesn't mean hyper-scalers are getting ROI on $1T in CAPEX. 

In 2000, people used the internet every day while Cisco collapsed 80%. Learn the difference between tech adoption and a financial house of cards.

@Ub3r5pAnK $SOXS $NVDA

Cisco peaked around 150x-200x trailing P/E. But a &quot;low&quot; P/E today is meaningless when your denominator (E) is artificially pumped.

If NVDA guarantees $250B in customer debt and bypasses export controls via SEA shell comps, those high earnings are a mirage. 

When vendor financing dries up and accounts receivable turn into write-offs, that &quot;low&quot; P/E explodes overnight. Earnings reckoning is coming.



Cisco peaked around 150x-200x trailing P/E. But a "low" P/E today is meaningless when your denominator (E) is artificially pumped.

If NVDA guarantees $250B in customer debt and bypasses export controls via SEA shell comps, those high earnings are a mirage. 

When vendor financing dries up and accounts receivable turn into write-offs, that "low" P/E explodes overnight. Earnings reckoning is coming.

@penny_z  I see it differently, governments will purchase compute, invest in and build data centres, this money will be going straight to the companies that your having a go at today, companies like OpenAI will use those profits to pay back companies like Nvidia for providing the capital needed to ensure they had the infrastructure to meet demand.

  I see it differently, governments will purchase compute, invest in and build data centres, this money will be going straight to the companies that your having a go at today, companies like OpenAI will use those profits to pay back companies like Nvidia for providing the capital needed to ensure they had the infrastructure to meet demand.