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Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines (LUNR) is trending as the community eagerly anticipates the multi-billion dollar NASA Lunar Terrain Vehicle (LTV) contract award and upcoming earnings, following its recent $175 million strategic equity investment and the integration of its Lanteris acquisition. High short interest and broader enthusiasm for the "moon economy" are fueling significant volatility and debate around the stock's future in space infrastructure.

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 as the market anticipates its pivotal Q4 earnings report, with sentiment sharply divided between expectations of a blowout performance driving new highs and concerns over a potential "sell the news" event. Discussions are also active around the future of AI demand, competition, and the upcoming Rubin AI system.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle is trending following its strong earnings report, showcasing surging stablecoin demand and USDC circulation growth, igniting community debate around a potential short squeeze and its foundational role in digital finance, while others remain cautious given valuation concerns and ongoing regulatory hurdles.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending due to highly polarized reactions to Donald Trump's recent State of the Union address, where community discussion is intensely divided over his political rhetoric, economic claims, and controversy surrounding the Epstein files; this has investors and commentators sharply split between those celebrating the speech as a success that will drive the stock and those criticizing it as a "lie-a-thon" underscoring the company's speculative fundamentals.

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

Zeta Global is trending following its earnings report, which highlighted its consistent "beat and raise" streak and AI-powered marketing platform's strong performance, sparking community discussion about its undervalued position despite ongoing software sector sell-offs.

MannKind Corp. is a biopharmaceutical company, which focuses on the development and commercialization of innovative therapeutic products and devices to address serious unmet medical needs for those living with endocrine and orphan lung diseases. Its products and pipeline include Afrezza, Pediatric Afrezza, V-Go, Tyvaso DPI, MNKD-101, MNKD-201, MNKD-301, and MNKD-501. The company was founded by Alfred E. Mann on February 14, 1991 and is headquartered in Danbury, CT.

Mannkind Corp

Mannkind is trending amid strong Q4 revenue growth from Tyvaso DPI sales and high anticipation for pivotal FDA decisions on Afrezza for pediatric diabetes and the Furoscix autoinjector. The community is actively debating whether these "catalyst-rich" developments signal a significant valuation increase or if historical performance and management concerns will continue to cap the stock's potential.

Oddity Tech Ltd. engages in the online retail sale of cosmetics and beauty products. Its products include lipsticks, makeup brushes, mascara, eyelash curlers, and makeup brush cleansers. The company was founded by Oran Holtzman and Shiran Holtzman-Erel on March 23, 2013 and is headquartered in Tel Aviv, Israel.

ODDITY Tech Ltd. - Ordinary Shares - Class A

ODDITY Tech is trending after projecting a significant revenue decline for its upcoming quarter, sparking a sharp sell-off and contrasting with its history of strong financial performance. The community is actively debating if the market reaction is an overcorrection and a buying opportunity, given the company's share buyback program, or if the stock faces further downside amidst an undefined bottom.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is seeing significant discussion following its latest financial results, where a beat on top and bottom lines was overshadowed by weaker-than-expected forward guidance for subscription revenue, leading to a sharp decline. The community is actively debating if this downturn is an overreaction driven by broader anxieties over AI disruption and a perceived slowdown in the enterprise software sector.

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 surging after a significant earnings beat and substantially reducing debt with its consumer fiber business sale, solidifying its position as an essential fiber optic infrastructure provider for the burgeoning AI ecosystem. Community sentiment is highly bullish, driven by strong free cash flow guidance and recent insider share purchases, as the company ramps up strategic partnerships and its Network-as-a-Service offerings crucial for hyperscalers and AI agents.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

First Solar is trending after its Q4 earnings miss and weaker 2026 revenue guidance prompted analyst downgrades and a notable stock dip. While some express caution, many in the community see this as a buying opportunity, highlighting the company's robust U.S. manufacturing, advantageous thin-film technology, and pivotal role in addressing the increasing demand for clean energy, especially for AI data centers.

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$ELTX Personal prediction (back-of-the-envelope model) 
 
Phase 1 
 • MRD+ historical DFS: ~3–4 months 
 • Threshold responders: ~68% / 32% 
 • Trial DFS (entire arm): ~16 months (~4.5× vs historical) 
 • Implied HR vs a ~3.5-month control: ~0.52 
 
Phase 2 – assumptions 
 • Better immune quantity + quality → ~75% responders 
 • Phase 1 effect (~4.5×) conservatively normalized to ~3× on a mixed MRD± baseline (~12 months) 
 
Theoretical Phase 2 outcome 
 • Responders / non-responders: ~75% / 25% 
 • MRD± historical control DFS: ~12 months 
 • ELI-002 arm DFS: ~3 × 12 ≈ 36 months (median likely not reached) 
 • HR consistent with that profile: ~0.50 
 
Bottom line 
 • DFS ~36 months (NR) 
 • HR ~0.45–0.55 
 
HR calcs  done with  AI assistance 
Corrections/additions welcome

raj c

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Elicio Therapeutics Inc

 Personal prediction (back-of-the-envelope model) 
 
Phase 1 
 • MRD+ historical DFS: ~3–4 months 
 • Threshold responders: ~68% / 32% 
 • Trial DFS (entire arm): ~16 months (~4.5× vs historical) 
 • Implied HR vs a ~3.5-month control: ~0.52 
 
Phase 2 – assumptions 
 • Better immune quantity + quality → ~75% responders 
 • Phase 1 effect (~4.5×) conservatively normalized to ~3× on a mixed MRD± baseline (~12 months) 
 
Theoretical Phase 2 outcome 
 • Responders / non-responders: ~75% / 25% 
 • MRD± historical control DFS: ~12 months 
 • ELI-002 arm DFS: ~3 × 12 ≈ 36 months (median likely not reached) 
 • HR consistent with that profile: ~0.50 
 
Bottom line 
 • DFS ~36 months (NR) 
 • HR ~0.45–0.55 
 
HR calcs  done with  AI assistance 
Corrections/additions welcome

humdime

Here it is, corrected and with much better results.