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Ondas, 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 Inc.

Ondas Inc

Ondas is trending due to its aggressive expansion into defense technology with recent strategic acquisitions, including BIRD Aerosystems for missile protection and a merger with Mistral Inc., complemented by new multi-million dollar counter-drone system orders. The market is keenly watching whether these moves will catalyze significant revenue growth and a short squeeze, or if ongoing share dilution will continue to temper price action.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical is trending after securing Japanese marketing approval for its groundbreaking Alpha DaRT technology, which the community views as a significant global validation and de-risking event. This, alongside strong financial reports and imminent clinical trial readouts, is fueling widespread bullish sentiment and discussions of its undervaluation and substantial upside potential.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is trending amidst a barrage of new strategic partnerships with key players across defense, energy, AI infrastructure, and commercial sectors, including Centrus, Ondas, GE Aerospace, Nvidia, LG, and Polymarket. The community is buzzing about the broad applicability of Palantir's AI-driven platforms, driving discussion on its expanding influence in both government and enterprise operations.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending after reporting a beat on earnings and achieving its first GAAP profitable year, complemented by a new $500M share buyback; however, its conservative forward guidance and subsequent analyst downgrades have fueled a community debate between bullish long-term conviction in agentic AI leadership and concerns over decelerating growth.

Incannex Healthcare, Inc. is a biotech company, which engages in developing cannabinoid and psychedelic compound medicines. It focuses on the research and development for medicinal cannabis pharmaceutical products and psychedelic medicine therapies for treatment of a range of indications. The company was founded on April 27, 2001 and is headquartered in Norwest, Australia.

Incannex Healthcare Inc

Incannex Healthcare Limited - ADR

Incannex Healthcare (IXHL) is experiencing a notable rally driven by impending NASDAQ compliance and heightened speculation regarding positive FDA End-of-Phase 2 results for its Fast Track designated sleep apnea drug, IHL-42X, with its low share float further amplifying short squeeze potential among traders.

Smart Lending AI (SLAI) is a decentralized on-chain lending protocol that lets users lock approved tokens and instantly borrow up to 50% of their USD value in ETH—without selling. Prices are calculated directly on-chain via WETH pairs, and loan risk is managed through real-time volatility and liquidity analysis. Borrowers pay a flat 5% interest, while SLAI stakers (≥50,000 tokens) enjoy zero interest benefits. Designed for active DeFi traders, SLAI enables fast, gas-efficient liquidity access while preserving token exposure.

Smart Lending AI

Smart Lending AI (SLAI) is trending after receiving a preliminary going-private proposal offering a premium over its recent trading prices, sparking community debate over a potential low-ball buyout and a significant shift in voting power to its founder. This is compounded by discussions around a strategic pivot into AI and blockchain, adding to investor interest.

Dollar General Corp. engages in the operation of merchandise stores. Its offerings include food, snacks, health and beauty aids, cleaning supplies, basic apparel, housewares, and seasonal items. It sells brands including Clorox, Energizer, Procter & Gamble, Hanes, Coca-Cola, Mars, Unilever, Nestle, Kimberly-Clark, Kellogg's, General Mills, and PepsiCo. The company was founded by J. L. Turner and Hurley Calister Turner Sr. in 1939 and is headquartered in Goodlettsville, TN.

Dollar General Corp.

Dollar General is a trending topic as investors grapple with its stock movement following a quarterly earnings beat, sparking community discussion on why shares declined despite strong results and how its value-driven model performs amid evolving consumer habits and operational adjustments.

Lightwave Logic, Inc. is a development stage company which engages in the commercialization of electro-optic photonic devices. The firm offers the P2ICTM technology platform which uses in-house proprietary organic polymers. Its products include electro-optical modulation devices and proprietary polymer photonic integrated circuits. The company was founded on June 24, 1997 and is headquartered in Englewood, CO.

Lightwave Logic Inc

Lightwave Logic is trending due to a new development agreement with Tower Semiconductor to integrate its electro-optic polymer modulators into Tower's silicon photonics platform. The market views this as significant validation, fueling discussions about its role in future AI infrastructure and the long-term potential of its technology, despite ongoing volatility and profit-taking.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Escalating Middle East tensions and reported attacks on oil tankers near the Strait of Hormuz are driving a sharp rise in crude oil prices, as the community debates whether strategic reserve releases can effectively counter the ongoing supply risks.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. It offers Alpha, Beta, Gamma, and orbital transfer vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 27, 2017 and is headquartered in Cedar Park, TX.

Firefly Aerospace Inc.

Firefly Aerospace is gaining significant attention following the successful orbital launch of its Alpha rocket with a Lockheed Martin payload, which has buoyed community confidence in its upgraded capabilities and positioned it as a key player in the expanding space and defense sectors, particularly with its inclusion in the 'Golden Dome' initiative.

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Down YTD, relatively flat in the 1yr and down on the 5yr yet I can’t find any reason why the boys down at Wall shouldn’t be all over this one.

Correct me if I’m wrong but they still have their interest in Anthropic but didn’t add any $BTC.X to their balance sheet right?

I actually added and sold the stock earlier this year and now it’s lower ytd by 11%.  

If $DOCU is getting some love finally this should get some fairly soon.  

Either way, this can’t see a reason (aside from macro) to not add $ZM 

$22.5B Market Cap with almost $8B in cash and their printing a billion in EBITA annually?

There is no Bear case for this one.  While I don’t like to hold more than 5 new names per year I think I’ll add some 2028 deep ITM calls by EOW.

I need an anchor name for 2026, like an anchor tenant in a strip mall; It’s either this $EXPE or $UBER

Mark

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DocuSign Inc

Zoom Video Communications, Inc.

Expedia Group Inc

Uber Technologies Inc

Down YTD, relatively flat in the 1yr and down on the 5yr yet I can’t find any reason why the boys down at Wall shouldn’t be all over this one.

Correct me if I’m wrong but they still have their interest in Anthropic but didn’t add any 

 to their balance sheet right?

I actually added and sold the stock earlier this year and now it’s lower ytd by 11%.  

If 

 is getting some love finally this should get some fairly soon.  

Either way, this can’t see a reason (aside from macro) to not add 

 

$22.5B Market Cap with almost $8B in cash and their printing a billion in EBITA annually?

There is no Bear case for this one.  While I don’t like to hold more than 5 new names per year I think I’ll add some 2028 deep ITM calls by EOW.

I need an anchor name for 2026, like an anchor tenant in a strip mall; It’s either this 

Gaineous

@gaineous I like your docu assessment. I think it’ll pop this month. The anthropic integration will make a big difference 
ZM I have to wait and see. I don’t see any near term reason for a jump. But the new anthropic investment could help.
Isn’t Microsoft eating them up

 I like your docu assessment. I think it’ll pop this month. The anthropic integration will make a big difference 
ZM I have to wait and see. I don’t see any near term reason for a jump. But the new anthropic investment could help.
Isn’t Microsoft eating them up