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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 (CRM) is a central topic amid an aggressive sector-wide sell-off in enterprise software, driven by intense market speculation that generative AI will disrupt traditional SaaS models. While many bears highlight AI's transformative potential, a significant portion of the community views the stock as deeply undervalued, emphasizing its robust financials, strong free cash flow, and strategic position to integrate AI into its indispensable platform.

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.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion (INFQ) is trending as excitement builds around its completed SPAC merger, with the company's CEO featured on financial news and plans to ring the NYSE opening bell, leading the community to discuss its undervalued neutral-atom quantum technology and significant partnerships with entities like NASA and NVIDIA.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is trending after its latest earnings, which saw a beat on current quarter figures but a lowered profit outlook for upcoming periods, despite increased revenue guidance. This mixed report has sparked a sharp debate among investors, with some viewing the significant sell-off as an overreaction driven by broader software sector fears about AI, while others point to high valuations and M&A integration costs as justified concerns.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending due to Nvidia's latest filing revealing an exit from its APLD position, sparking panic selling and concerns about investor confidence. However, many in the community contend this is old news from Q4 2025 and a strategic move by Nvidia, arguing APLD's strong data center fundamentals and upcoming hyperscaler contracts remain intact.

Aldeyra Therapeutics, Inc. is a biotechnology company, which engages in research and development activities with related general business planning, including raising capital. It engages in the discovery of therapies designed to treat immune-mediated diseases. The company was founded by Thomas A. Jordan and John E. Dowling on August 13, 2004 and is headquartered in Lexington, MA.

Aldeyra Therapeutics Inc

Aldeyra Therapeutics is trending after the FDA extended the PDUFA date for its dry eye drug, Reproxalap, to March 2026, requesting additional data but having already shared a draft label and raising no new issues. This has split community sentiment between those who see it as a positive sign of likely approval, citing AbbVie's pre-launch activities, and others who remain wary due to prior rejections and a recent executive departure.

American Superconductor Corp. engages in the provision of megawatt-scale power solutions. Its products include electric control systems, generators & drivetrains, power converters, renewable interconnectivity solutions, software, turbine designs, utility and industrial resilience and modernization solutions, and utility voltage solutions. It operates through the Grid and Wind segments. The Grid segment enables electric utilities and renewable energy project developers to connect, transmit, and distribute power with efficiency, reliability, security, and affordability. The Wind segment permits the manufacturers to field wind turbines with power output, reliability, and affordability. The company was founded by Yet Ming Chiang, David A. Rudman, John B. Vander Sande, and Gregory J. Yurek on April 9, 1987 and is headquartered in Ayer, MA.

American Superconductor Corp.

American Superconductor (AMSC) is drawing significant attention following robust financial results and strong guidance, as the community highlights its crucial role in modernizing energy grids and supplying essential infrastructure for power-hungry AI data centers. The stock is perceived as undervalued, with analysts raising price targets amid speculation of key strategic partnerships and expanding defense opportunities.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

CMPS is experiencing a significant surge following highly positive Phase 3 trial results for its COMP360 psilocybin therapy in treatment-resistant depression, with the company accelerating commercialization plans and seeking a rolling FDA submission. The community is actively debating the stock's long-term potential as a pioneer in psychedelic treatments, though a proposed public offering is generating concerns about dilution and short-term volatility.

Atomera, Inc. engages in the development, commercialization, and licensing of proprietary processes and technologies for the semiconductor industry. It developed Mears Silicon Technology, which increases performance and power efficiency in semiconductor transistors. The company was founded by Robert Mears on November 26, 2001 and is headquartered in Los Gatos, CA.

Atomera Inc

Atomera (ATOM) is trending with record trading volume following its Q4 2025 earnings call, where management expressed strong confidence in securing near-term licensing and commercial agreements for its Mears Silicon Technology in advanced Gate-All-Around (GAA) and AI chip applications. The community is actively discussing the potential for significant power efficiency improvements in semiconductors and a possible short squeeze, despite historical skepticism surrounding its pre-revenue status.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegian Cruise Line is trending as activist investor Elliott Management has taken a significant stake, sparking optimism in the community that their push for board and management changes will finally catalyze improved performance and allow the cruise operator to catch up with rivals.

Rigel Pharmaceuticals, Inc. operates as a clinical stage biotechnology company. It discovers and develops novel, targeted drugs in the therapeutic areas of immunology, oncology and immune oncology. The firm focuses on intracellular signalling pathways and related targets that are critical to disease mechanisms. The company's products include Tavalisse, Fostamatinib and R835. Rigel Pharmaceuticals was founded by Donald G. Payan, James M. Gower, Thomas A. Raffin, Garry P. Nolan and Ronald B. Garren on June 14, 1996 and is headquartered in South San Francisco, CA.

Rigel Pharmaceuticals

Rigel Pharmaceuticals is trending on the heels of strong earnings performance, raised revenue guidance, and positive long-term data for its drug Rezlidhia, fueling analyst upgrades and buyout speculation. The community is actively discussing its low valuation, high institutional ownership, and significant short interest, anticipating a potential squeeze or acquisition ahead of upcoming R289 ASH data and Lilly's rheumatoid arthritis trial results.

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Hamilton Lane Alliance Holdings I, Inc. operates as a blank check company engaged in a merger, share exchange, asset acquisition, stock purchase, or reorganization. The company was founded on September 15, 2020 and is headquartered in Conshohocken, PA.

Hamilton Lane Alliance Holdings I Inc - Ordinary Shares - Class A

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