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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 trending following a promising earnings report, which highlighted a substantial new credit facility and several Material Transfer Agreements, notably one focused on oncology. The community is optimistic about the diversification potential of its Matrix-M adjuvant in new therapeutic areas, with discussions also circling around short interest and the strategic influence of major shareholders.

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 strong earnings and bullish guidance have validated confidence in the AI sector, yet its muted immediate price reaction is fueling community debate over market manipulation and the AI boom's future, further complicated by ongoing chip export concerns to China.

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 experiencing a significant downturn following a substantial earnings and revenue miss, leading to widespread investor frustration and questions about management's credibility, while some observers cautiously eye the sharp pullback as a potential buying opportunity given the broader demand for battery energy storage systems.

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 trending after reporting strong financial results and a bullish outlook, amplified by its strategic acquisition of SkyWater Technology and a significant defense contract award; this has ignited community discussion, with proponents highlighting its quantum computing leadership while skeptics question its valuation and long-term profitability.

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 (CELH) is surging after a strong earnings report exceeded expectations and positive comments from a recent conference revealed significant shelf-space gains for its brands, particularly Alani Nu, and strong international growth potential. While bulls celebrate robust performance and anticipate continued expansion, community discussions also include concerns over the CEO's communication style and speculative theories about a potential PepsiCo buyout.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is trending after reporting strong revenue and customer growth in its latest quarter, with the market increasingly noting its dominance as China's intense coffee price war appears to be easing. The community is weighing rapid store expansion and perceived undervaluation against lingering concerns over profit margins and the ongoing desire for a US market relisting.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending following financial results that highlight strong revenue growth and new partnerships, particularly in defense and government sectors, bolstering optimism for its dual-platform technology and commercial potential. Nevertheless, significant operating losses and its valuation continue to spark intense community debate about its long-term viability and pathway to profitability within the evolving quantum computing landscape.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is trending after exceeding earnings expectations and announcing a substantial new share buyback program, leading many in the community to view the stock as deeply undervalued and oversold despite broader market concerns about AI disruption to the software sector.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

Despite Briumvi's robust revenue growth and recently published strong long-term efficacy data, TG Therapeutics' stock faces investor frustration due to elevated operating expenses and conservative guidance, leading to calls for management to prioritize shareholder value. The community actively debates the path forward, with discussions centered on the potential for an acquisition and the impact of significant short interest on the stagnant share price.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCryst Pharmaceuticals is trending following strong financial results, including profitability, coupled with the FDA approval of ORLADEYO for pediatric use and highly anticipated data for their long-acting navenibart. The community is actively discussing a potential short squeeze and whether the company's achievements will finally attract broader market recognition.

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Dan Ives, managing director at Wedbush Securities, reportedly said on Thursday that&nbsp;Wall Street is still failing to grasp the scale of demand driving Nvidia Corp.’s (NVDA) growth, particularly in artificial intelligence and data center spending.Speaking to Bloomberg Television, Ives described Nvidia’s latest results in glowing terms, comparing its performance to that of basketball legend Michael Jordan and emphasizing the scale of its projected $78 billion in revenue for the upcoming quarter.<blockquote>“The street continues to underestimate Nvidia’s demand.&nbsp; What we saw from Nvidia, the AI bubble eccentric gets thrown out the window.”-Dan Ives,&nbsp;Managing Director, Wedbush Securities</blockquote><a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> traded over 1% higher in Thursday’s premarket.&nbsp;Get updates to this developing story directly on Stocktwits.

The logo of Nvidia is displayed on a smartphone screen. (Photo by Li Hongbo/VCG via Getty Images)

Dan Ives Believes Nvidia Dominance Is Underestimated, Says AI Spending Proves Skeptics Wrong: Report 

Speaking to Bloomberg Television, Ives described Nvidia’s latest results in glowing terms and emphasized the scale of its projected $78 billion revenue outlook for the upcoming quarter.

Equity

Speaking to Bloomberg Television, Ives described Nvidia’s latest results in glowing terms and emphasized the scale of its projected $78 billion revenue outlook for the upcoming quarter.


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Dan Ives Believes Nvidia Dominance Is Underestimated, Says AI Spending Proves Skeptics Wrong: Report

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