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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 seeing intense discussion ahead of its upcoming earnings report, with community sentiment split between strong conviction in its accelerating AI infrastructure revenue and the potential for short-term volatility. The recent acquisition of Tavily and major contracts highlight its position in the booming AI cloud market, driving debate over execution and future growth.

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 after announcing plans to advance its oral weight-loss drug, VK2735, directly into Phase 3 in 3Q26, accelerating its development alongside the existing subcutaneous program. The community is actively discussing the strengthened potential for a major partnership or acquisition, fueled by the company's robust pipeline, substantial cash reserves, and recent regulatory pressure on compounded GLP-1 alternatives.

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's FDA approval of its Optune Pax device for locally advanced pancreatic cancer, hailed as the first new treatment in decades for this high-need disease, is sparking widespread community discussions about its significant revenue potential and the possibility of a short squeeze, even as some express skepticism about its commercial success.

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 amidst a deep sector-wide sell-off fueled by market fears that AI will disrupt enterprise software; however, a significant portion of the community views these concerns as overblown, emphasizing the company's robust fundamentals, recent AI acquisitions, and perceived deep undervaluation.

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 is soaring following unexpectedly strong earnings, delivering record revenue, improved profitability, and positive cash flow, with the community actively discussing its robust security growth and AI tailwinds as key drivers for a potential sustained turnaround.

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 robust Q4 revenue growth and announcing a $2 billion share repurchase program, though the stock experienced a significant post-earnings sell-off that the community largely attributes to market manipulation. Investors are actively discussing whether this sharp dip presents an attractive buying opportunity given the company's strong fundamentals and positive long-term outlook.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is a fierce battleground following its latest earnings, which saw a Q4 beat overshadowed by cautious Q1 guidance, triggering a significant stock decline. The community is sharply divided between those who believe the sell-off is an overreaction and a prime buying opportunity, and those expressing deep concerns about future growth and the potential impact of AI competition on its core business.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Energy and Transportation, Financial Products, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Energy and Transportation segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The Financial Products segment provides financing alternatives to customers and dealers for Caterpillar products and services, as well as financing for power generation facilities. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925 and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar's stock is experiencing a notable surge, primarily driven by strong demand for its power generation equipment in the booming AI data center sector, which was highlighted in recent performance reports. This has led the community to actively debate its unexpected re-rating as an an AI infrastructure play, fueling its impressive run while also raising questions about its current valuation.

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 is trending following its latest earnings report, which, despite surpassing expectations and announcing a significant share buyback, saw the stock decline as fears surrounding AI disruption continue to weigh on the software sector. The community is sharply divided, with bulls highlighting strong fundamentals and undervaluation, while bears emphasize the ongoing threat of AI to HubSpot's business model.

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 

Churchill Capital Corp X is trending ahead of its imminent merger vote with Infleqtion, a quantum technology leader whose recent NASA space mission and DOE contracts are fueling strong community conviction. Despite a brief sell-off sparked by an old and inaccurately reported institutional stake reduction, investors are actively discussing Infleqtion's perceived undervaluation against peers and its potential for significant upside as it prepares to trade as INFQ on the NYSE.

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