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AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending due to conflicting but significant news, with the successful unfolding of its large BlueBird 6 satellite marking a major technological de-risking, validating its direct-to-device capability. This positive development and the stock's inclusion in the MSCI World Index are being discussed alongside a proposed $1 billion convertible senior notes offering, prompting community debate over long-term growth versus immediate capital needs and potential dilution.

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 is actively discussed following a double beat on recent earnings with impressive revenue growth and an expanding Axon AI engine, yet the community is perplexed by the initial negative price action amidst broader software sector jitters, despite a prior short-seller retraction that de-risked the stock.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending amidst mixed investor reactions to its latest shareholder letter and Q4 earnings, which underscore ongoing cash burn and its pre-revenue status, fueling community frustration. Simultaneously, optimistic discussions revolve around the Eagle Line pilot production as a key step towards scalable solid-state battery commercialization through licensing and future OEM partnerships.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Oral VK2735 advancing to Phase 3 is driving conversation for Viking Therapeutics, with the community discussing this acceleration as a major validation and fueling speculation around potential partnerships or a buyout amidst positive broader market dynamics for legitimate GLP-1 players.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. 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 trending after its Q4 earnings report and raised guidance sparked intense community discussion about whether fears of AI disruption and broader software sector weakness are overriding strong financial performance and a significant share repurchase program.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, Jersey.

NovoCure Ltd

NovoCure is trending following a recent FDA approval of its Optune Pax therapy for locally advanced pancreatic cancer, based on positive PANOVA-3 trial results demonstrating a statistically significant survival benefit. The community is actively debating the clinical significance of this survival extension for patients, while also considering the broader potential of its Tumor Treating Fields platform across various oncology indications amid past commercial challenges.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is surging after reporting a substantial earnings beat and robust forward guidance, prompting community excitement about the company's turnaround and its positioning to benefit from increasing AI demand at the edge. Many are discussing a potential breakout and renewed growth for the stock, though some caution profit-taking after the significant price movement.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is trending after its Q1 FY26 earnings initially saw shares dip due to a lower-than-anticipated gross margin forecast linked to rising memory-chip costs, despite beating revenue and EPS expectations. However, the stock quickly reversed as the company emphasized surging AI infrastructure demand and raised its full-year guidance, sparking community debate over its "AI plumbing powerhouse" role and its stock price nearing dot-com era highs.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X (CCCX) is heavily trending as its anticipated merger with quantum technology firm Infleqtion nears, driven by significant new contracts with NASA and the U.S. Department of Energy. The community is buzzing with comparisons to other quantum stocks, touting Infleqtion as a "criminally undervalued" leader with substantial long-term potential, while closely watching for a post-merger surge.

Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, Tradipitant, Trichostatin, and AQW051. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is trending due to its recent FDA approval of NEREUS for motion sickness and strong anticipation for the February PDUFA of Bysanti for bipolar I and schizophrenia. Despite a recent jet lag drug rejection, the community sees immense value in its Tradipitant program for GLP-1 induced nausea, driving significant buyout speculation and a belief the company is deeply undervalued.

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