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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 $CAPR is trending due to anticipation surrounding the release of pivotal Phase 3 HOPE-3 study data for Duchenne Muscular Dystrophy. The community is buzzing with speculation about the results and potential for a short squeeze, while also debating the validity of past criticism from prominent short sellers. Some traders are setting very high price targets based on the potential for FDA approval and buyout prospects.

$SMOL is the first memecoin with a verified OnlyFans launched on Solana via pump.fun. It follows Smol, a rescued Alabama dachshund who survived hoarding, shelter hunger, and a 5-day post-spay escape before finding her forever home. Now pampered with treats and spa days, she shares wholesome content—no adult themes, just derpy faces, snack videos, and rescue love. $SMOL aims to normalize kindness and support animal welfare through the creator economy.

Smol Fans

$SMOL is trending as a Solana-based meme token with a unique narrative centered around a rescue dog using an OnlyFans account to fund its crypto venture, capturing community interest. Social media virality is a key discussion point, with many drawing parallels to the $GME movement and suggesting $SMOL could become a leading celebrity-driven cryptocurrency. Community members highlight the project's organic growth, strong narrative, and potential to disrupt the OnlyFans landscape.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending following a positive upgrade driven by anticipated data-center growth and its acquisition of Celestial AI, which is viewed as a strategic move into AI interconnectivity. The community is weighing whether to chase the breakout or await a potential pullback, while analysts are raising price targets. Upgrades and catalysts are aligning after earnings, with many feeling it's a good entry point.

Serve Robotics, Inc. engages in providing self-driving delivery. It designs, develops, and operates zero-emissions robots that serve people in public spaces, starting with food delivery. The company was founded by Ali Kashani, Dmitry Demeshchuk and MJ Burk Chun in 2017 and is headquartered in Redwood City, CA.

Serve Robotics Inc

Serve Robotics is trending as the community discusses its potential following a recent partnership, speculating on future revenue growth and potential acquisitions. Despite some short-term price fluctuations, investors are focused on the company's long-term prospects in the growing robotics and autonomous delivery sector, with some eyeing specific price targets. Chatter also revolves around potential government investment and expansion into new cities.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CRWD is trending following analyst upgrades and price target increases after a strong quarter, with focus on ARR re-acceleration and successful scaling of its Flex licensing model. Community members are actively discussing the stock's steady buyer resilience and potential longer cycle strength, while also acknowledging the high expectations and potential for volatility. The cybersecurity sector's strength is also contributing to the positive sentiment.

Clene, Inc. is a clinical-stage biopharmaceutical company, which focuses on the discovery, development, and commercialization of novel clean-surfaced nanotechnology therapeutics. It offers a nanotechnology drug platform for the development of a new class of orally administered neurotherapeutic drugs. The company was founded in 2013 and is headquartered in Salt Lake City, UT.

Clene Inc

Clene Inc. ($CLNN) is trending due to positive ALS biomarker data for their drug candidate CNM-Au8, reigniting community excitement around a potential accelerated approval filing with the FDA. Discussions revolve around whether the data package meets the FDA's criteria, with many highlighting statistically significant NfL reductions and biomarker concordance. Community members are closely watching for further company announcements and potential implications for ALS patients.

American Eagle Outfitters, Inc. is a multi-brand specialty retailer, which offers an assortment of apparel and accessories for men and women under the American Eagle Outfitters brand, and intimates, apparel and personal care products for women under the Aerie brand. The firm operates stores in the United States, Canada, Mexico, Hong Kong, China and the United Kingdom. It also acquired two emerging brands to complement its existing brands, Tailgate, a vintage sports-inspired apparel brand, and Todd Snyder New York, a premium menswear brand. The company was founded in 1977 and is headquartered in Pittsburgh, PA.

American Eagle Outfitters Inc.

American Eagle Outfitters, Inc.

American Eagle Outfitters is trending after reporting strong earnings and raising its full-year sales forecast, with much discussion around the impact of celebrity marketing campaigns, especially those featuring Sidney Sweeney. The community is closely watching the stock's potential for further gains, with some anticipating a possible short squeeze. Broader retail sector trends and overall market sentiment are also influencing the conversation around AEO.

Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in Boston, MA.

Ondas Holdings Inc

Ondas Holdings is trending due to a major government contract win for an autonomous border-protection drone system, sparking significant community excitement. Investors are actively discussing the potential impact of this contract on future growth, the company's position in the defense sector, and possible short squeezes. The contract news has reinforced optimism about Ondas's long-term prospects.

Macy's, Inc. engages in the retail of apparel, accessories, cosmetics, home furnishings, and other consumer goods. The firm's brands include Macy's, Bloomingdale's, and Bluemercury. It offers men's, women's, and children's apparel, women's accessories, intimate apparel, shoes, cosmetics, fragrances, as well as home and miscellaneous products. The company was founded by Rowland H. Macy in 1858 and is headquartered in New York, NY.

Macy`s Inc

Macy's Inc

Macy's stock is trending despite pre-market losses, driven by a better-than-expected earnings report that included raised full-year guidance. Community discussions revolve around the seemingly contradictory price drop given the positive earnings, with some speculating about holiday outlook concerns and others seeing a buying opportunity. The cautious holiday spending outlook from the CEO tempers positive sentiment around the company's turnaround progress.

Okta, Inc. engages in the provision of an identity management platform for enterprises. It operates through the United States and International geographical segments. The firm's products include single sign-on, multi-factor authentication, access gateway, API access management, authentication, adaptive MFA and lifecycle management. The company was founded by Todd McKinnon and J. Frederic Kerrest in 2009 and is headquartered in San Francisco, CA.

Okta Inc - Ordinary Shares - Class A

Okta Inc

Okta is trending despite a recent earnings beat and raised guidance, fueled by concerns around slowing growth and AI agent contributions; Piper Sandler slashed its price target, contributing to negative sentiment. While BTIG maintains a Buy rating, the community is actively debating whether the stock will recover, with some expressing frustration and others anticipating a reversal. Discussions also involve the company's valuation and potential for a short squeeze.

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$SMCI $SMCI $36B Revenue Guidance Valuation Breakdown

(Smci looking like the dip buy of the year here) 
Even the worst case scenario puts this over 60$ a share 

SMCI management floated near-term annual revenue potential = $36B from AI/server capacity + TAM capture.

Net margin assumptions (historic → expanding):
• Historic: 6–8%
• Recent: 8–10%
• Scale + liquid cooling: 10–15%

Earnings Scenarios

Bear (8% margin)
$36B × 8% = $2.88B earnings

Base (10% margin)
$36B × 10% = $3.60B earnings

Bull (12.5% margin)
$36B × 12.5% = $4.50B earnings

⸻

Market Cap Targets (AI infra comps 20–35× earnings)

• Bear: $2.88B × 20× = $58B cap (+195% vs today)
• Base: $3.60B × 25× = $90B cap (+360%)
• Bull: $4.50B × 35× = $158B cap (+705%)

Market Cap Targets (AI infra comps 20–35× earnings)

• Bear: $2.88B × 20× = $58B cap (+195% vs today)
• Base: $3.60B × 25× = $90B cap (+360%)
• Bull: $4.50B × 35× = $158B cap (+705%)

⸻

Price Per Share (≈ 550M diluted shares)

• $58B → $105/share
• $90B → $163/share
• $158B → $287/share

Current Reality

SMCI market cap ≈ $19.6B

At $36B revenue, SMCI is trading at just ~0.5× sales, which is:
• Cheap for traditional OEMs
• DIRT CHEAP for AI infrastructure growth

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 $36B Revenue Guidance Valuation Breakdown

(Smci looking like the dip buy of the year here) 
Even the worst case scenario puts this over 60$ a share 

SMCI management floated near-term annual revenue potential = $36B from AI/server capacity + TAM capture.

Net margin assumptions (historic → expanding):
• Historic: 6–8%
• Recent: 8–10%
• Scale + liquid cooling: 10–15%

Earnings Scenarios

Bear (8% margin)
$36B × 8% = $2.88B earnings

Base (10% margin)
$36B × 10% = $3.60B earnings

Bull (12.5% margin)
$36B × 12.5% = $4.50B earnings

⸻

Market Cap Targets (AI infra comps 20–35× earnings)

• Bear: $2.88B × 20× = $58B cap (+195% vs today)
• Base: $3.60B × 25× = $90B cap (+360%)
• Bull: $4.50B × 35× = $158B cap (+705%)

Market Cap Targets (AI infra comps 20–35× earnings)

• Bear: $2.88B × 20× = $58B cap (+195% vs today)
• Base: $3.60B × 25× = $90B cap (+360%)
• Bull: $4.50B × 35× = $158B cap (+705%)

⸻

Price Per Share (≈ 550M diluted shares)

• $58B → $105/share
• $90B → $163/share
• $158B → $287/share

Current Reality

SMCI market cap ≈ $19.6B

At $36B revenue, SMCI is trading at just ~0.5× sales, which is:
• Cheap for traditional OEMs
• DIRT CHEAP for AI infrastructure growth

