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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending after reporting substantial revenue growth and positive adjusted EBITDA, coupled with increased capacity guidance and the strategic acquisition of AI agentic search company Tavily. The community is actively debating whether these strong operational metrics and strategic moves outweigh a perceived earnings miss, positioning NBIS as a highly discussed AI infrastructure play amid intense sector demand.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is gaining attention as its oral obesity drug VK2735 received FDA clearance to skip a trial phase and advance directly into Phase 3, significantly accelerating its development timeline in the competitive GLP-1 market. This strategic acceleration, coupled with promising data from its injectable program and recent regulatory actions against compounded alternatives, has fueled community discussions about potential partnerships or a significant short squeeze, despite recent mixed financial results.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly (FSLY) is surging after reporting record Q4 and full-year 2025 financial results, achieving significant revenue growth, improved gross margins, and a return to profitability, alongside an optimistic 2026 outlook. The community is highlighting the company's turnaround, citing strong security revenue and AI-driven tailwinds as key growth drivers, with many believing the stock remains undervalued despite the sharp move.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, Jersey.

NovoCure Ltd

NovoCure is trending following the U.S. FDA approval of its Optune Pax, a Tumor Treating Fields therapy for locally advanced pancreatic cancer, hailed as the first new treatment in three decades with improved patient outcomes. The community is actively debating significant upside potential from this groundbreaking news, while some caution about previous stock volatility and potential commercial challenges, despite promising survival and pain progression data from trials.

Crocs, Inc. engages in the design, development, manufacture, worldwide marketing, sale, and distribution of lifestyle footwear and accessories. It operates through the Crocs Brand and HEYDUDE Brand segments. The company was founded by Scott Seamans, George B. Boedecker, Jr., and Lyndon V. Hanson III in 2002 and is headquartered in Broomfield, CO.

Crocs Inc

Crocs is trending following an unexpected adjusted earnings and revenue beat, defying earlier market pessimism and driving a significant rally. Community sentiment highlights the stock's perceived undervaluation, ongoing share buybacks, and signs of stabilization in its HeyDude brand as key drivers, despite broader sector headwinds.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending after its Q4 earnings report highlighted the operational "Eagle Line" pilot production and B-sample shipments to multiple OEMs, sparking intense debate. Bulls see this as a pivotal move towards commercialization and a licensing model, while bears remain critical of the continued lack of concrete revenue, profits, and specific customer commitments, questioning its valuation in the competitive solid-state battery sector.

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 ($DRTS) is trending amid high anticipation for imminent Japan PMDA approval and recent positive news regarding a second successfully treated GBM patient. The community is increasingly bullish, citing growing institutional accumulation and the transformative potential of its Alpha DaRT technology, which demonstrates broad efficacy across solid tumors.

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 is surging after a major short-seller retracted a damaging report and issued an apology, driving community discussion around the stock's strong AI-driven ad-tech fundamentals and an anticipated rally ahead of its upcoming earnings.

The GEO Group, Inc. engages in the design, financing, development, and support services for secure facilities, processing centers, and community re-entry facilities. It operates through the following segments: U.S. Secure, Electronic Monitoring and Supervision, Reentry, and International Services. The U.S. Secure Services segment encompasses the United States-based public-private partnership corrections and detention business. The Electronic Monitoring and Supervision Services segment conducts its services in the U.S. The Reentry Services Segment consists of various community-based and reentry services. The International Services segment consists of public-private partnership secure services operations in Australia and South Africa. The company was founded by George C. Zoley in 1984 and is headquartered in Boca Raton, FL.

Geo Group, Inc.

GEO Group is actively discussed following its robust Q4 revenue performance and an expanded $500 million share buyback authorization, despite a conservative 2026 EPS outlook. Community members are weighing leadership changes and the significant potential from new ICE contracts for monitoring and skip tracing services against recent stock performance.

Seres Therapeutics, Inc. engages in the development of biological drugs through microbiome therapeutics platform. Its product pipeline includes SER-109, SER-287, SER-301, and SER-401. The company was founded by Geoffrey von Maltzahn, David A. Berry, and Noubar B. Afeyan on October 18, 2010 and is headquartered in Cambridge, MA.

Seres Therapeutics Inc

Seres Therapeutics is trending amid a recent workforce reduction and a legal ruling allowing a key patent lawsuit to proceed, intensifying community speculation. Investors are sharply divided between frustration over management's perceived missteps and strong hopes for an imminent acquisition, particularly by Nestle, given the underlying value of its microbiome platform and lead candidate SER-155.

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