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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 trending as market participants react to recent news indicating efforts to significantly lower mortgage rates, which is broadly seen as a major catalyst for the housing market. The community is highly bullish, anticipating a potential short squeeze and strong upside as improved affordability could drive increased transaction volume for real estate platforms.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending as its innovative Optical Interposer technology gains significant validation, notably following Marvell's acquisition of partner Celestial AI, underscoring its pivotal role in next-generation AI and data center optical interconnects. The community is buzzing about POET's patented, high-speed, and energy-efficient solutions, which are critical for scaling AI infrastructure beyond copper's limitations. Speculation is high for major upcoming orders and a substantial revenue ramp, positioning the company as a key player in the photonics 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 trending with strong bullish sentiment following its subsidiary, Airobotics, being named the prime contractor for a significant border security project in Israel, underscoring its role in autonomous drone defense. This development, combined with discussions of a 'drone super cycle' and rising global defense budgets, has fueled community excitement, with many seeing ONDS as a generational opportunity and comparing it to leading defense technology firms.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is generating buzz around its participation at CES 2026, where it is highlighting advancements in agentic voice AI for vehicles and smart devices, including a new partnership with TomTom. The community is actively discussing the company's strong revenue growth, significant contractual backlog, and substantial short interest, leading to both optimism for a potential breakout and frustration over perceived market manipulation suppressing its stock price.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending as community sentiment rallies around its latest advancements, including new processors built on advanced manufacturing processes showcased at a major tech event, fueling optimism for AI PCs and gaming. This positive momentum is significantly bolstered by strong endorsements from a former U.S. President, highlighting the government's substantial stake and its commitment to domestic chip manufacturing. Investors are actively discussing a potential long-term turnaround, with many anticipating Intel's renewed competitiveness in the semiconductor sector.

SMX (Security Matters) Plc is a holding company, which engages in the provision of authentication solutions. It offers brand protection, authentication, and track and trace technology. The company was founded by Haggai Alon on July 1, 2022 and is headquartered in Dublin, Ireland.

SMX (Security Matters) Plc

SMX (Security Matters) PLC

SMX is trending amid intense debate following a recent filing regarding convertible note conversions, which the company frames as a debt reduction. The community is sharply divided, with many fearing significant dilution from newly registered shares, while a strong bullish contingent anticipates a short squeeze, citing high cost to borrow and the stock's history of extreme volatility and parabolic price movements.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

FNMA is trending due to renewed discussion surrounding potential shifts in its government conservatorship, ignited by recent statements from former President Trump regarding a directive for the entities to purchase mortgage bonds and efforts to lower mortgage rates. The community is actively debating whether this signals an imminent release from conservatorship, an IPO, or uplisting to a major exchange, with investors keenly focused on the implications for privatization and market performance, bolstered by prominent bullish voices like Bill Ackman and Michael Burry.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is trending as investors react sharply to disappointing preliminary Q4 results and conservative long-term revenue guidance for DefenCath, particularly concerning post-TDAPA reimbursement. While some view the drop as an overreaction to a known payment cliff, many in the community are voicing strong criticism of management's strategic decisions and recent acquisitions. Hope for recovery now hinges on upcoming pipeline catalysts like REZZAYO and potential support from the Kidney Care Access Protection Act.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

Rocket Companies is gaining significant attention following news regarding proposed governmental action aimed at boosting the housing market and lowering mortgage rates. The community anticipates a substantial refinancing and home-buying boom, viewing RKT's integrated platform and scale as perfectly positioned to capitalize on these sector-wide tailwinds. Many express strong long-term optimism, seeing potential for significant upside as the market re-rates the company amidst a normalizing mortgage cycle and its enhanced ecosystem.

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.

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$EOLS financials looked great 26% float short.  The clean report last night was enough to clear $10-then $12.

What is the short thesis anyhow ?

J.Conrad

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Evolus Inc

 financials looked great 26% float short.  The clean report last night was enough to clear $10-then $12.

What is the short thesis anyhow ?