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The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendys is drawing intense focus as investors monitor significant institutional accumulation ahead of earnings, while the community intensely debates whether the stock is primed for a short squeeze or a further decline. Much of the discourse centers on the new management team's turnaround strategy, international growth potential, and persistent speculation regarding a possible buyout.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is facing extreme downward pressure after a significant earnings and revenue miss, combined with weak forward guidance and a major executive shakeup that has left the investor community deeply divided. While some traders are aggressively buying the dip, banking on a potential buyout or technical rebound, others are calling for a complete overhaul of leadership due to mounting concerns over long-term growth prospects and loss of market competitiveness.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is facing heightened volatility and intense community debate as investors weigh disappointing earnings results against management's optimism for the upcoming NFL season and the rapid growth of their new Predictions product. While some traders are aggressively shorting the stock due to revenue concerns and market competition, others see the recent dip as a generational buying opportunity, with bulls betting that the core business momentum and upcoming sports cycle will trigger a reversal.

Doximity, Inc. engages in the development and operation of an online platform for medical professionals. Its cloud-based software has the ability to enable users to collaborate with their colleagues, coordinate patient care, conduct virtual patient visits, stay up to date with the latest medical news and research, and manage their careers. The company was founded by Shari Buck, Konstantin Guericke, Nate Gross, and Jeffrey A. Tangney on April 16, 2010 and is headquartered in San Francisco, CA.

Doximity Inc - Ordinary Shares - Class A

Doximity Inc

Doximity shares are experiencing significant volatility following an earnings report where a double beat on top and bottom lines was overshadowed by conservative forward guidance, sparking a sharp sell-off. The community is deeply divided, with many traders debating whether the pullback is an unjustified overreaction driven by algorithmic trading or a necessary correction due to slowing growth expectations and valuation concerns.

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 Holdings is facing intense volatility after reporting an earnings miss that fueled concerns over slowing core brand growth and shrinking margins. The community remains deeply divided, with some investors liquidating positions due to a loss of faith in leadership, while others are aggressively buying the dip, banking on a long-term recovery and potential buyout prospects.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is facing intense community scrutiny and downward price pressure as investors express frustration over recurring revenue guidance misses and a lack of substantial contract wins. Despite recent small-scale contract announcements with the Air Force, sentiment remains polarized between long-term bulls betting on military drone integration and vocal bears pointing to management's history of unmet promises.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is experiencing a sharp surge driven by reports of potential U.S. restrictions on Chinese-made optical transceivers, which investors view as a catalyst for shifting market share toward domestic suppliers. The community is focused on the stock's significant rebound, heavily debating whether current momentum can hold through its upcoming earnings report and the broader capacity expansion ramp-up.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare stock is seeing significant volatility after beating earnings and revenue expectations while simultaneously announcing a 20% workforce reduction. The community is heavily divided, with some investors viewing the layoffs as a bullish 'Block-style' efficiency play to maximize AI-driven margins, while critics argue the move signals weak growth and a desperate attempt to offset operational costs.

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 is experiencing a major rally following a strong fiscal Q3 report that surpassed expectations with accelerated cloud and data center growth, effectively countering market fears surrounding AI-driven obsolescence. Investors are actively debating whether this momentum marks a sustainable turnaround for the software sector or if the stock remains a tactical play after recent deep valuation resets.

Sezzle, Inc. engages in the operation of a digital payment platform that enables bank-to-bank transfer of money between consumers and businesses. The company was founded by Charlie G. Youakim, Killian Brackey and Paul V. Paradis on January 4, 2016 and is headquartered in Minneapolis, MN.

Sezzle Inc.

Sezzle is trending as investors react to a strong quarterly beat and raised full-year guidance, driving intense debate between those anticipating a major short squeeze due to high short interest and skeptics wary of valuation-driven pullbacks. Community sentiment remains split, with bulls pointing to the company's deepening margins and institutional accumulation, while some traders caution against repeating past patterns of sharp post-earnings volatility.

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Allient Inc

Jeff

Åge Westad

@WAJeff I’ve been really busy lately, almost off the grid:/
$ALNT was my first buy when we talked about the rotation into the physical ai. I’m up almost 80%

 I’ve been really busy lately, almost off the grid:/


 was my first buy when we talked about the rotation into the physical ai. I’m up almost 80%

@Bernelius85 Any others beyond $AMBA $AMBQ $CGNX $ALNT $OUST that I should be thinking about?

Ambarella Inc

Ambiq Micro, Inc.

Cognex Corp.

Ouster Inc - Ordinary Shares - Class A

@WAJeff I did two buys today. $VPG and $SYNA