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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 trending after delivering exceptional financial results that paradoxically led to a notable stock decline, sparking community debate over market manipulation, "sell the news" reactions, and the sustainability of AI-driven demand across the broader tech sector.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy Enterprises is trending following a significant miss on recent financial results and disappointing guidance, which has sparked widespread investor anger and concerns over management's credibility. Despite community backlash and accusations of a pump-and-dump, a notable segment of investors views the sharp stock decline as an overreaction, presenting a potential 'buy the dip' opportunity in the long-term battery storage sector.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Aurinia Pharmaceuticals is trending after reporting strong quarterly financial results and significant share repurchases, yet community sentiment remains divided as the stock's price reaction is muted, fueling frustration over management's communication and ongoing speculation about the AUR200 pipeline and a potential buyout.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is a focal point of market discussion following its strong revenue performance and optimistic long-term guidance, amplified by significant government contract wins and strategic acquisitions, generating intense debate among investors over its valuation, future profitability, and high short interest.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings (CELH) is trending after a strong Q4 earnings beat and optimistic statements from its CEO at the CAGNY conference regarding significant shelf space expansion for Celsius and Alani Nu. Community discussion reflects bullish enthusiasm for market share growth and potential PepsiCo buyout, yet also includes sharp criticism of the CEO and frustration over price volatility driven by profit-taking and broader market weakness.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is seeing a surge of interest after beating Q4 earnings with reported profitability and securing new Material Transfer Agreements, notably in oncology, fueling intense community discussions about a potential short squeeze as its convertible debt conversion price comes into play.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending as investors grapple with its recent financial results, which showed robust revenue despite significant losses, and the surprise announcement of CEO Doug Ingram's retirement, sparking divided community opinion on the company's valuation, pipeline prospects, and potential for a fresh start under new, potentially favorable FDA gene therapy guidance.

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 a hot topic as it approaches its anticipated earnings report, with strong community discussion around its expanding agentic AI platform, new global innovation hub, and recent Sales Assist launch driving expectations for significant revenue growth. The potential for profitability and high short interest are further fueling investor attention, as many anticipate a notable market reaction to its results and forward guidance.

Red Robin Gourmet Burgers, Inc. develops, operates, and franchises full-service restaurants North America. It serves a variety of salads, soups, appetizers, other entrees, desserts, signature alcoholic and non-alcoholic beverages. The company was founded in September 1969 and is headquartered in Englewood, CO.

Red Robin Gourmet Burgers Inc

Red Robin Gourmet Burgers is experiencing a sharp ascent driven by a surprisingly strong earnings report, revealing significant operational improvements and debt reduction. Community discussion centers on the potential for a substantial short squeeze, given its low float and perceived undervaluation relative to comparable restaurant chains.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure is trending due to significant volatility following FDA feedback suggesting its Huntington's disease gene therapy, AMT-130, lacks sufficient Phase I/II data for accelerated approval. This has ignited fervent community discussion about the FDA's shifting regulatory landscape and whether recent critical comments were even directed at QURE, as the company prepares for a crucial Type A meeting to determine a path forward.

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good one from Ben evans 
 
 
How will open ai compete 
 
https://www.ben-evans.com/benedictevans/2026/2/19/how-will-openai-compete-nkg2x?utm_source=substack&amp;utm_medium=email 
 
 
$MSFT $NVDA $SFTBY $QQQ

Benjamin Dunn

Ethan Berk

Brock Mitchell

Willow Hanna

OpenAI has some big questions. It doesn't have unique tech. It has a big user base, but with limited engagement and stickiness and no network effect. The incumbents have matched the tech and are leveraging their product and distribution.

Benedict Evans

How will OpenAI compete? - Benedict Evans

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good one from Ben evans 
 
 
How will open ai compete 
 


Howard Lindzon

@howardlindzon OpenAI is the NCSA Mosaic of AI.  QQQ going to 400.  SaaS is dead.