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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 (APP) is trending as the community debates a perplexing post-earnings sell-off despite reporting a strong beat and raised guidance, with many perceiving it as an algorithmic-driven buying opportunity amidst volatile software sector sentiment.

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 trending as its oral VK2735 obesity drug is advancing directly into Phase 3, which the community views as strong FDA validation for a potential breakthrough in the competitive GLP-1 market. Many are also discussing a potential short squeeze and buyout possibilities, especially as regulators crack down on unapproved weight-loss compounds.

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 a focal point of discussion following the inauguration of its Eagle Line pilot production facility, with the community eagerly anticipating the upcoming earnings report for updates on scaling its solid-state battery technology and potential OEM customer partnerships, amidst persistent debate over commercialization timelines and market volatility.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending after reporting strong Q4 earnings and announcing a $2 billion buyback, but its stock saw an extreme reversal from pre-market gains, fueling community speculation about market manipulation and underlying concerns over software sector valuation and free cash flow guidance.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

HubSpot Inc

HubSpot ($HUBS) is witnessing extreme pre-earnings volatility, with options signaling a substantial price move as the community fiercely debates its future; some view the recent sharp decline as an oversold opportunity on AI integration, while others remain concerned about broader SaaS headwinds and AI disruption.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco is trending as its upcoming earnings report and new AI networking chip ignite a community debate. Investors are divided on whether its recent surge to multi-decade highs signals further gains in the AI infrastructure buildout or will trigger a "sell the news" event.

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 Inc is trending following a significant beat on its Q4 earnings and robust FY26 guidance, signaling a potential turnaround driven by new leadership and increasing tailwinds from AI adoption in edge computing and security. The community is actively discussing this as an inflection point, with many long-term holders finally seeing a promising path forward for the company's growth.

McDonald's Corp. engages in the operation and franchising of restaurants. It operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. The firm's products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, McCafe beverages, and other beverages. The company was founded by Raymond Albert Kroc on April 15, 1955, and is headquartered in Oak Brook, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is trending following a strong Q4 earnings report that exceeded expectations, driven by successful global comparable sales and its value leadership strategy. The community is actively discussing how this performance highlights the "K-shaped economy," where consumers are increasingly opting for affordable fast food over pricier alternatives, alongside a dividend increase.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Its imminent merger with Infleqtion and upcoming NYSE listing under the INFQ ticker are driving conversation for Churchill Capital Corp X, fueled by recent announcements of Infleqtion's quantum technology being selected for a NASA space mission and a DOE energy grid contract. The community widely views Infleqtion as a highly promising and undervalued leader in the quantum sector, anticipating significant upside post-merger compared to its peers.

LightPath Technologies, Inc. engages in the design, development, manufacture, and distribution of optical and infrared components. Its products include molded glass and assemblies, infrared molded lenses, diamond turned, conventional ground and polished ground lenses and assemblies, and collimator assemblies, which are used in applications involving light detection and ranging technology. The firm supports a range of customers in the field of industrial, laser, defense, medical, telecommunications, and instrumentation. The company was founded in1985 and is headquartered in Orlando, FL.

Lightpath Technologies, Inc. - Ordinary Shares - Class A

Lightpath Technologies is trending after reporting strong earnings with significant revenue growth and an expanding backlog, fueled by new defense and public safety orders. The company's strategic acquisition and its role as a key supplier for NDAA-compliant IR systems and germanium-free optics are actively being discussed by the community, which is weighing its valuation against its growing importance in the defense and drone sectors.

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