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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending due to a major earnings beat and raised guidance that triggered a surge in institutional interest and multiple analyst price target upgrades. The community is actively debating whether this represents a sustainable AI-driven structural shift or an overextended bubble, with many traders watching closely for profit-taking signals.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending as investors react to strong earnings guidance and a significant improvement in gross margins, signaling a potential recovery in profitability. The community is heavily focused on the stock's potential for a massive short squeeze, with many users dismissing negative sentiment as manipulation and viewing the current valuation as a prime opportunity for long-term growth.

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 as investors digest management's request for additional compensation and share issuance ahead of the annual meeting, while simultaneously weighing the company's potential as an adjuvant platform play via its Matrix-M technology. Community sentiment is deeply divided, with vocal shareholders demanding leadership accountability and a shift toward deal-making, while others speculate that strategic partnerships with major pharmaceutical firms could serve as a significant catalyst for the stock.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV remains a polarizing stock as the community debates its long-term viability amid Disney's partial stake and shifting sports media rights. While bulls highlight improving Adjusted EBITDA and potential short-squeeze opportunities from high interest, many bears point to years of consistent decline and skepticism regarding management's ability to drive profitability.

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 as investors weigh strong Orladeyo revenue growth against frustration over the stock's stagnant price action and the lack of updates on its pipeline assets like DME and Nethertons. The community remains heavily divided between those holding for a potential buyout or institutional accumulation and those critical of management's strategy and the high overhead of the company's employee base.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as retail investors rally behind the potential for global commercialization and the anticipation of upcoming clinical data, creating a highly volatile environment marked by intense speculation of a short squeeze. The community is focused on the founder's recent communications regarding global expansion efforts, which many interpret as a strategic push to bypass regulatory hurdles and accelerate market entry.

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

TG Therapeutics is gaining momentum as investors eye the potential for a blockbuster valuation driven by the successful enrollment of its subcutaneous Briumvi and Azer-cel trials. The community is actively discussing bullish expectations for sustained revenue growth and the possibility of a strategic acquisition, fueled by increased institutional interest and a growing market presence for its core MS therapy.

Ernexa Therapeutics, Inc. engages in the provision of cell engineering therapies. It is involved in the development of mRNA cell engineering technologies to repair cellular dysfunction and treat a range of therapeutic indications. The company was founded in 1984 and is headquartered in Cambridge, MA.

Ernexa Therapeutics Inc.

Ernexa Therapeutics Inc

Ernexa Therapeutics is trending as investors react to a new cell therapy manufacturing partnership aimed at advancing its ovarian cancer candidate toward clinical trials. While community members are optimistic about potential breakthroughs in iMSC cell technology, sentiment remains sharply divided due to concerns regarding historical dilution, reverse stock splits, and the company's financial stability.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending following reports of a strategic $10 billion pivot toward autonomous vehicle fleets, a shift that has sparked significant debate within the community regarding the company's move away from its traditional asset-light business model. Investors are actively discussing the potential impact of these large-scale investments on long-term margins and how the stock might react amid ongoing volatility and mixed sentiment regarding its competitive positioning in the robotaxi space.

Aurora Innovation, Inc. engages in the design and development of automobile hardware, software, and provision of data services. It offers the Aurora Driver which allows a vehicle to drive itself. The company was founded by Christopher Urmson, Sterling Anderson and James Andrew Bagnell in 2017 and is headquartered in Pittsburgh, PA.

Aurora Innovation Inc - Ordinary Shares - Class A

Aurora Innovation is seeing heavy bullish sentiment driven by a major expansion of its autonomous freight network, including a deal with Hirschbach to scale its autonomous fleet. The community is actively discussing the stock's potential for a short squeeze as investors bet on the company's long-term commercialization strategy amid high institutional ownership and significant insider conviction.

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Alpha Metallurgical Resources, Inc. is a mining company, which engages in the provision of met and thermal coal. It focuses on met coal mines, including Deep Mine 41, Road Fork 52, Black Eagle, and Lynn Branch. The company was founded on June 26, 2016 and is headquartered in Bristol, TN.

Alpha Metallurgical Resources Inc

Still early innings

Overdone

Consolidation due before next leg up

Memory stocks have surged over the past year - is the run overdone or still early innings?

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	-$0.37	--	--	N/A
Q4 '25	-$1.34	-$1.23	7.87%	BEAT
Q3 '25	-$0.52	-$0.42	20.00%	BEAT
Q2 '25	-$2.47	-$0.38	84.59%	BEAT
Q1 '25	-$1.06	-$2.50	-135.47%	MISSED

AMR
Alpha Metallurgical Resources Inc

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