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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending higher after its Q2 earnings surpassed revenue and EPS estimates and substantially raised its future revenue guidance, igniting community discussions around its massive growth, strategic margin compression, and high short interest potentially leading to a squeeze.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending after beating Q4 earnings expectations, yet its conservative Q1 guidance has sparked a "sell the news" reaction, leading to community debate on whether the dip is an overreaction given robust AI chip demand or a sign of stretched valuations and broader tech sector rotation.

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 Corp. is trending amid a sharp sell-off driven by market concerns over Google's Project Genie and new competition from CloudX in the ad tech sector. Community members largely view the reaction as overblown, highlighting the company's pure-play ad platform and upcoming earnings as potential catalysts for recovery.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending amidst a significant sell-off, heavily influenced by the broader cryptocurrency market downturn, which impacts its substantial digital asset revenue. The community is sharply divided ahead of upcoming earnings, with some expressing deep concern over its valuation and crypto exposure, while others view the current dip as a compelling buying opportunity given Robinhood's diversification into new financial services.

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 is trending after launching multi-cancer early detection testing through a partnership with GRAIL, expanding its proactive care offerings. Bulls are optimistic about this move into preventative healthcare as a significant growth catalyst, while some question the immediate revenue impact amid continued discussion of the stock's high short interest.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending after its Q4 earnings report sparked a volatile rebound, with community discussion centering on its robust revenue and record free cash flow as key strengths despite an initial negative reaction to its profit figures. Many perceive the stock as undervalued, fueling speculation about a potential short squeeze and its long-term strategy in autonomous vehicles.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is trending due to better-than-expected Q4 earnings and optimistic Q1 guidance, prompting multiple analyst upgrades and igniting community speculation of a short squeeze. This surge is also driven by discussions around new product launches like commercial microinverters and EV chargers, signaling a potential recovery in the solar sector.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is a major talking point ahead of its upcoming earnings, with fervent speculation around a new hyperscaler data center contract following its significant Microsoft deal, though the community is divided on price action should a deal not materialize as expected.

Lumen Technologies, Inc. is an investment holding company, which engages in the provision of integrated communications to residential and business customers. It operates through the Business and Mass Markets segments. The Business segment provides products and services under four sales channels to enterprise and commercial customers. The Mass Markets segment focuses on consumer and small business customers. The company was founded in 1930 and is headquartered in Monroe, LA.

Lumen Technologies Inc

Lumen Technologies is trending after reporting an earnings beat and confirming its AT&T fiber divestiture, though its stock is sharply down due to disappointing FY26 guidance. The community is divided, with some viewing it as a deep value opportunity given its AI infrastructure pivot and debt reduction, while others point to ongoing revenue challenges and perceived market manipulation.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is soaring after delivering Q4 earnings and a robust FY26 outlook that significantly surpassed estimates, driven by overwhelming demand for its obesity and diabetes drugs, Zepbound and Mounjaro. The community is actively discussing how Lilly's strong performance starkly contrasts with rival Novo Nordisk's recent weaker guidance, solidifying Lilly's perceived leadership in the rapidly expanding GLP-1 market.

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$BCYC Failed to deliver multiple datasets on time.  Were supposed to update Duravelo-1 data in 2H25 and didn&#39;t;  were supposed to have BT5528 Ph1 data in 2H25 and don&#39;t;  were supposed to have dose selection and interim topline data for Duravelo-2 in 4Q25 and don&#39;t have it.  Failed to deliver any of the datasets mgmt said they would in the second half of this year.  Market has no use for that and it&#39;s showing.

LabPsycho

$BCYC @eladfff Good post. That is in part why I think this is in the $5&#39;s before EOY.

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Bicycle Therapeutics Plc - ADR

 Failed to deliver multiple datasets on time.  Were supposed to update Duravelo-1 data in 2H25 and didn't;  were supposed to have BT5528 Ph1 data in 2H25 and don't;  were supposed to have dose selection and interim topline data for Duravelo-2 in 4Q25 and don't have it.  Failed to deliver any of the datasets mgmt said they would in the second half of this year.  Market has no use for that and it's showing.

eladfff

@eladfff  i get that management hasnt delievered much this  year 
 
but weve still got a nice group of assets  priced here (very negative ev)at tariff lows  
 
i took some today

S Surfs

  i get that management hasnt delievered much this  year 
 
but weve still got a nice group of assets  priced here (very negative ev)at tariff lows  
 
i took some today