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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is actively discussed following a substantial investment from NVIDIA and an expanded partnership focused on building AI factories, driving strong bullish sentiment and talk of a potential short squeeze. Conversely, concerns about insider selling and the company's debt are circulating, creating a polarized debate within the community regarding its price trajectory. This dynamic positions CRWV as a key player in the evolving AI infrastructure sector, closely watched amid broader market trends.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is a top trend after securing significant funding from the U.S. government, aiming to bolster a domestic rare earth supply chain crucial for national security. The community is buzzing with optimism, anticipating a substantial surge and a potential short squeeze, though some caution about valuation and potential market pullbacks. This development is viewed as a pivotal move to reduce reliance on foreign sources for critical minerals.

Brand Engagement Network, Inc. engages in the provision of conversational artificial intelligence assistants with the purpose of transforming engagement and analytics for businesses through security-focused, multimodal communication and human-like artificial intelligence assistants. The firm is also involved in delivering highly personalized, multi-modal artificial intelligence engagement with a focus on industries where there is a massive workforce gap and an opportunity to transform how consumers engage with networks, providers, and brands. The company is founded on March 14, 2024 and is headquartered in Jackson, WY.

Brand Engagement Network Inc

Brand Engagement Network Inc. is experiencing a significant surge, driven by news of a strategic AI licensing deal and substantial preferred equity injection with Valio Technologies in Africa. The market is intensely focused on its extremely low float and high short interest, leading to widespread speculation of a massive short squeeze. This has ignited a lively debate within the community, with many predicting substantial upside while others caution about the stock's extreme volatility.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending following the release of positive three-year functional results from its EMBARK Phase 3 study for Elevidys, its gene therapy for Duchenne muscular dystrophy, demonstrating significant and durable slowing of disease progression. This data has ignited strong community debate, with many investors anticipating a substantial short squeeze and a re-rating of the "undervalued" stock, while others remain cautious given historical market reactions and perceived manipulation. The discussions underscore the importance of long-term efficacy in rare disease treatments and Sarepta's ongoing efforts to solidify its market position despite broader biotech skepticism.

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 following its significant acquisition of SkyWater Technology, a strategic move aiming to create a vertically integrated quantum computing powerhouse with in-house chip manufacturing. This development, coupled with major quantum networking projects for the U.S. Air Force, has sparked intense community debate, with many viewing it as a pivotal step toward becoming the 'NVIDIA of Quantum Computing' while others express concerns about potential dilution and valuation.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

United States Antimony (UAMY) is trending as a critical domestic supplier of antimony, essential for national security, driving investor speculation around significant government investment and contracts. The community is highly bullish, emphasizing its integrated supply chain and existing $245 million government contract. Recent share acquisitions by the State of Alaska further fuel excitement in the burgeoning critical minerals sector, with many anticipating substantial price appreciation and potential short squeezes.

Q/C Technologies, Inc. operates as a clinical-stage pharmaceutical company, which engages in the development of drug products to extend healthy lifespan. It focuses on developing two novel therapeutic platforms, MyMD-1 and SUPERA-CBD, which aim to treat the causes of disease rather than just addressing the symptoms. MyMD-1 is a clinical-stage small molecule that regulates the immune system to control TNF-a, which drives chronic inflammation, and other pro-inflammatory cytokines. SUPERA-CBD is a synthetic derivative of cannabidiol being developed to treat conditions such as epilepsy, chronic pain, depression, as well as neuroinflammatory and neurodegenerative diseases. The company was founded in 1989 and is headquartered in New York, NY.

Q/C Technologies Inc.

QCLS is trending as investors react to the appointment of an OpenAI expert to its board of directors, signaling a strategic push into advanced AI and quantum-class computing. Community chatter highlights its low float and inclusion on short-squeeze lists, fueling speculative interest and comparisons to recent market runners in anticipation of a significant move.

Skywater Technology, Inc. is a holding company. It engages in the provision of semiconductor development, manufacturing services, and packaging services. The company was founded on October 3, 2016 and is headquartered in Bloomington, MN.

SkyWater Technology Inc

SkyWater Technology is currently trending due to the announced acquisition by IonQ for approximately $1.8 billion, with shares valued at $35 in a cash-and-stock deal. While the offer includes a notable premium, community sentiment is mixed, with many shareholders expressing strong disappointment and viewing the valuation as too low, even considering voting against the deal. This strategic move aims to forge the first vertically integrated quantum computing platform, blending IonQ's quantum technology with SkyWater's domestic semiconductor manufacturing capabilities.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending with high anticipation for its upcoming earnings report, as analysts highlight robust iPhone demand and potential for an earnings beat, leading to optimistic price target revisions. Despite recent stock underperformance, a significant portion of the community views its current valuation as an attractive entry point, fueled by discussions around its AI initiatives and potential Intel partnership. The broader market environment, including other mega-cap earnings and a key Federal Reserve decision, is also contributing to the dynamic around the stock.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending following its recent $2 billion investment in CoreWeave to accelerate AI factory buildouts, which the community views as a strategic move to secure critical infrastructure and future demand, though some debate its immediate necessity. This strategic deepening is complemented by ongoing discussions around potential approvals for H200 chip orders from China, further reinforcing NVIDIA's perceived market leadership in AI despite some observed price action frustration.

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$PHIO Here are some notes  I typed out while listening to the Sidoti January Conference for PHIO.  Typos and misspellings are included: 
Market hasn&#39;t captured the full value of what Intasyl is in the share price.   
 
Seeking out license partners, outside of US marketplace 
 
Greater or as good response as MABs 
 
FDA briefing packing with scrubbed data with 
proposal of design of study for next phase 
a phase 2b rolling over into a phase 3 pivotal 
 
safety is compelling, results/efficacy guide statistical design 
 
putting package together and getting FDA response will take time through the end of Q2 
 
marmoset tox study is going on now- marmosets have a similar PD-1 gene, outcome is in Q4.  
 
CGMP is underway needs to be meet standards for registration material with FDA, will take 7 months prove active pharmaceutical component 
 
894 has all IND enabling studies completed middle of year feedback from FDA, need cash, and don&#39;t want much distraction from 762

Marin Zankov

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Phio Pharmaceuticals Corp

 Here are some notes  I typed out while listening to the Sidoti January Conference for PHIO.  Typos and misspellings are included: 
Market hasn't captured the full value of what Intasyl is in the share price.   
 
Seeking out license partners, outside of US marketplace 
 
Greater or as good response as MABs 
 
FDA briefing packing with scrubbed data with 
proposal of design of study for next phase 
a phase 2b rolling over into a phase 3 pivotal 
 
safety is compelling, results/efficacy guide statistical design 
 
putting package together and getting FDA response will take time through the end of Q2 
 
marmoset tox study is going on now- marmosets have a similar PD-1 gene, outcome is in Q4.  
 
CGMP is underway needs to be meet standards for registration material with FDA, will take 7 months prove active pharmaceutical component 
 
894 has all IND enabling studies completed middle of year feedback from FDA, need cash, and don't want much distraction from 762

Marek Yavzewski

Notes Continued: 
Need to select what disease, biggest bang for the buck regarding BRD4 shutdown 
 
TIME 25:30- Cash reality Have funding on hand to get to Q1 of next year  
If no warrants convert need to figure out a different form of financing to some extent- late 2026 or early 2027, need FDAs patient # for safety and statistical purposes ?cost between $10-20 million? 
 
MAB- need infusion center and have side effects rATE of response is lower than PHIO phase 1b.  GentlCure: hypopigmentation surface cardiovascular damage 
 
cost of goods is about 5% of MAB, 5% market penetration = 1B rev.  Intasyl is precision med, head and neck, liver breast seeking interested party 
 
May be able to begin phase 3 study Q1 of 2027