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Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is trending due to excitement over its strategic collaboration with Meta and others to provide nuclear power for data centers, alongside a new U.S. Department of Energy agreement for a radioisotope pilot facility. The community is actively discussing the stock's potential as a key player in powering AI and achieving U.S. energy independence, with many anticipating further developments from an upcoming congressional hearing on nuclear energy and fuel allocation amidst ongoing debate between bullish investors and those concerned about insider selling and pre-revenue status.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is experiencing significant upward momentum driven by news of potential government action to acquire $200 billion in mortgage bonds, aiming to lower interest rates. The community is highly optimistic, anticipating a robust recovery in the housing market and a surge in transaction volumes, which could benefit Opendoor's business model and potentially trigger a short squeeze. This renewed focus on housing affordability is a major talking point among investors.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is trending following news of major nuclear energy deals aimed at powering its expanding AI data centers, a strategic move generating significant community excitement regarding the future of its AI infrastructure. While this signals aggressive investment in AI, some investors remain divided, expressing frustration with recent stock performance amidst regulatory reviews, such as the Manus AI acquisition, and high demand for its Ray-Ban smart glasses delaying international expansion. The market keenly watches how these initiatives will impact Meta's trajectory ahead of its upcoming earnings report.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

The nuclear power sector, particularly Small Modular Reactors (SMRs) like NuScale Power, is trending amidst increasing energy demands from AI data centers and anticipated government efforts to streamline nuclear permits. The community is actively discussing the potential for upcoming major contract announcements, recent insider buying, and NuScale's unique advantage as the only company with an NRC-approved SMR design.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, Sunset, and Asset Closure. The Retail segment sells electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Sunset segment includes generation plants with announced retirement plans. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistra Corp is trending following reports of its strategic $4 billion acquisition of Cogentrix Energy's natural gas facilities, a move designed to meet the escalating electricity demand from AI and data centers. The community is actively debating whether recent significant price movements are due to profit-taking or market manipulation, despite the acquisition bolstering Vistra's long-term position in the power sector. The broader conversation centers on Vistra's role in addressing the critical power needs for rapidly expanding AI infrastructure.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending due to overwhelmingly positive feedback from its Type B FDA meeting, confirming a clear path for its lead drug, sonelokimab, towards a Biologic License Application in hidradenitis suppurativa without additional trials. This regulatory clarity has significantly de-risked the asset, fueling community discussions around strong analyst upgrades and rekindling fervent speculation about a potential acquisition from major pharma, with many anticipating a substantial revaluation towards previous highs.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

ARDX is trending as investors digest the potential impact of Fosun Pharma's Wan Ti Le being included on China's National Reimbursement Drug List and analysts anticipate target price raises due to strong IBSRELA sales. The community is weighing potential revenue from China and speculating on milestone payments, while also discussing concerns about patent infringement and generic competition. Some investors express frustration with the stock's price movement despite positive developments, awaiting a CMS resolution.

ASP Isotopes, Inc. is a pre-commercial stage advanced materials company, which engages in the development of technology and processes that will allow for the enrichment of natural isotopes into higher concentration products. Its products include medical, green energy, and Industrial isotopes. The company was founded by Paul E. Mann and Robert Ainscow on September 13, 2021 and is headquartered in Washington, DC.

ASP Isotopes Inc

ASP Isotopes is trending following the completed Renergen acquisition, which integrates helium and LNG production, and an 'Overweight' analyst rating from Cantor Fitzgerald. The community views these developments as key steps differentiating ASPI in the high-growth nuclear and materials sector, particularly for its potential in HALEU for advanced reactors and silicon-28 for AI computing. Discussions highlight the company's strategic positioning within the broader 'atomic renaissance' amidst anticipation of future revenue streams.

Terrestrial Energy, Inc. is an advanced nuclear technology company focused on next-generation nuclear energy systems. The company is developing the Integral Molten Salt Reactor (IMSR), an innovative type of Generation IV molten salt reactor designed to produce reliable, low-carbon heat and electricity at competitive costs. The company is headquartered in Charlotte, NC.

Terrestrial Energy Inc.

Terrestrial Energy is trending after securing a significant agreement with the U.S. Department of Energy for Project TETRA, a crucial step towards developing its Integral Molten Salt Reactor pilot plant. The community is actively discussing this as a major de-risking catalyst, drawing comparisons to peers like $OKLO, and emphasizing the immense demand for advanced nuclear solutions, particularly for AI data centers. Many believe this Generation IV technology, coupled with federal fast-track initiatives, positions IMSR for substantial long-term growth within the burgeoning nuclear energy sector.

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 West Palm Beach, FL.

Ondas Holdings Inc

Ondas Holdings is a primary discussion point following reports its subsidiary, Airobotics, secured a major contract for Israel's "Drone Hives" border security, amplified by broader expectations of increased defense spending. The community is split, with many anticipating significant upside in the burgeoning drone and autonomous systems sector, while others raise concerns about valuation and the specifics of defense contracts.

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