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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 intellectual property 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 SpaceMobiles earnings update and Japan satellite-network venture with Rakuten are driving attention, with traders focusing on government-backed funding, satellite production and plans to expand service despite a quarterly revenue miss. Bullish traders see the partnerships and deployment plans as evidence of long-term progress, while skeptics point to launch delays, heavy cash burn and the cost and execution risks of building the Blacklift rocket.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desks better-than-expected third-quarter results and stronger-than-expected fourth-quarter outlook, alongside an expanded share-repurchase authorization, sparked a sharp rally that later faded. Traders are split between viewing the results as evidence of a turnaround and potential short squeeze, and arguing that weak year-over-year growth, margin pressure, and doubts about management and buybacks temper the case.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Q3 results and lower profit outlook are driving attention, with a surprise loss and sharply compressed margins fueling the selloff. Traders are split between concerns about profitability and subscriber trends and optimism around international growth, the Lilly partnership, and planned platform expansions.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs Q3 results and earnings call are driving discussion, with traders weighing the share-repurchase authorization, debt reduction and a new AI/GPU-services contract against weaker revenue and the lack of signed data-center tenants. Reactions are split between optimism that the AI pivot is beginning to deliver and skepticism about execution and whether the announced developments will translate into dependable revenue.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater 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 Earths quarterly results and conference call are driving discussion: traders focus on disappointing early revenue and heavy spending, while weighing those concerns against first commercial magnet sales, Serra Verde shipments and plans to scale production. The community is split between skepticism about execution, cash burn and dilution risks, and longer-term optimism about government backing and domestic rare-earth supply.

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 drawing attention after its board opened an investigation into CEO Jensen Huangs relationship with a business executive reportedly suspected of ties to Chinese intelligence, raising concerns about governance, possible information leaks, and Huangs future in the role. Traders are split between viewing the controversy as a buying opportunity with little effect on Nvidias business and fearing further fallout if the probe uncovers misconduct or puts his leadership at risk.

Digital Turbine, Inc. engages in mobile growth platform solutions for advertisers, publishers, carriers, and device original equipment manufacturers. It operates through the following segments: On Device Solutions and App Growth Platform. The On Device Solutions segment consists of products and services that simplify the discovery and delivery of mobile apps and content media for device end users. The App Growth Platform segment provides Advertising Solutions and Ad Monetization Solutions. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbines quarterly results are driving attention: revenue and adjusted earnings beat expectations, and revenue guidance rose, but traders are focused on gross-margin compression, softer EBITDA momentum, debt costs, and an accounting correction. The community is split between viewing the selloff as an overreaction to a growth-oriented quarter and worrying that revenue gains are not translating into enough profit.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas strong quarterly results and raised outlook are driving attention, but the stocks sharp post-earnings swings have prompted debate over whether the pullback is profit-taking or a dip-buying opportunity. Many traders remain bullish on the companys growth, while others question the muted share-price reaction and ongoing volatility.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs Q3 results are driving discussion: revenue and backlog growth beat expectations, but an EPS miss and wider losses prompted debate over Iridium-related costs versus ongoing profitability and dilution concerns. Neutrons delayed 2027 debut remains a central execution risk for bulls and bears.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

A weaker-than-expected Q3 report and the first sequential revenue decline drove the selloff, despite ANKTIVA plus BCG meeting a Phase 3 trial endpoint and gaining Israeli approval. Traders are debating whether slower commercial uptake, competition, and possible dilution outweigh the clinical progress; many bulls view the drop as an overreaction and point to the trial results as support for future growth.

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$BNTX AstraZeneca missed out on mRNA covid vaccine $ but is interested in entering the mRNA cancer vaccine market. They’ve started building a team. 
Biontech has had poor mRNA efficacy thus far but is cash rich and has other modalities eg ADC. 
Moderna had high efficacy but low cash. $MRNA 

An effective strategy would be for Biontech and Moderna to merge to accelerate each others respective pipelines and build a moat against the AstraZeneca giant who has huge FCF and $8B in cash.

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BioNTech SE - ADR

Moderna Inc

 AstraZeneca missed out on mRNA covid vaccine $ but is interested in entering the mRNA cancer vaccine market. They’ve started building a team. 
Biontech has had poor mRNA efficacy thus far but is cash rich and has other modalities eg ADC. 
Moderna had high efficacy but low cash. 

 

An effective strategy would be for Biontech and Moderna to merge to accelerate each others respective pipelines and build a moat against the AstraZeneca giant who has huge FCF and $8B in cash.