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Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending as investors digest a strong earnings report and the announcement of a new advertising partnership with OpenAI, which is being viewed as a massive validation of the company's AI-driven data intelligence. While the community is actively debating the stock's valuation, institutional momentum, and the impact of stock-based compensation, bullish sentiment remains centered on the company's long-term growth potential and its role in the shifting enterprise marketing landscape.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is seeing significant momentum and bullish sentiment as investors rotate capital from high-flying semiconductor stocks back into enterprise software. Community discussion is heavily focused on the stock's potential for a broader recovery, fueled by positive analyst coverage and high-profile institutional interest.

Bakkt, Inc. is building the backbone of next-generation financial infrastructure. The company provides solutions that enable institutional participation in the digital asset economy, spanning Bitcoin, tokenization, stablecoin payments, and AI-driven finance. Bakkt was founded in 2018 and is headquartered in New York, NY.

Bakkt Inc. - Ordinary Shares - Class A

Bakkt Holdings Inc

Bakkt is facing significant scrutiny and volatility as investors react to a challenging earnings report, ongoing legal concerns, and continued share dilution. While some in the community remain focused on potential long-term catalysts like the CLARITY Act and new AI-driven business pivots, many are expressing frustration over stagnant performance, recurring losses, and the company's reliance on raising capital.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

Crowdstrike is trending as investors debate the impact of advanced AI models on cybersecurity demand, with community members weighing whether these tools pose a disruptive threat or an essential enhancement to existing security platforms. While the stock has seen high volatility driven by sector-wide rotation and analyst sentiment, participants are actively discussing its high valuation multiples versus its long-term resilience as a mission-critical utility in an increasingly complex digital threat landscape.

T1 Energy, Inc. engages in developing battery solutions. It focuses on energy storage systems and commercial mobility. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy is experiencing heightened investor interest driven by a significant 10 million-share stake disclosure from a quant fund and strong Q1 performance, which is fueling excitement regarding its role as a proxy for the U.S. energy and AI infrastructure demand. Community sentiment remains focused on the company's shift toward domestic solar manufacturing and potential long-term revaluation, despite ongoing debates about convertible note dilution and short-term volatility.

Agilysys, Inc. operates as a technology company. It offers innovative software for point-of-sale, payment gateway, reservation and table management, guest offers management, property management, inventory and procurement, analytics, document management, and mobile and wireless solutions and services to the hospitality industry. The firm also serves the gaming industry for both corporate and tribal, hotels resort and cruise, foodservice management, and the restaurant, university, and healthcare sectors. The company was founded in 1963 and is headquartered in Alpharetta, GA.

Agilysys, Inc

Agilysys is trending following a strong quarterly earnings report that beat expectations on both revenue and EPS, supported by robust guidance for the upcoming fiscal year. Investors and the community are focused on the company's sustained subscription revenue growth and its successful positioning as a key technology provider in the hospitality sector.

Dominion Energy, Inc. engages in the production and distribution of energy. It operates through following business segments: Dominion Energy Virginia, Dominion Energy South Carolina, Contracted Energy, and Corporate and Other. The Corporate and Other segment focuses on corporate, service company, non-controlling interest in Dominion privatization, and non-regulated retail energy marketing operations. The company was founded by William W. Berry in 1983 and is headquartered in Richmond, VA.

Dominion Energy Inc

Dominion Energy is attracting significant attention as investors react to a planned multi-billion dollar acquisition deal by NextEra Energy, which seeks to capitalize on the massive surge in power demand from AI data centers. The community is actively debating the deal's regulatory feasibility and long-term valuation, while some investors view the potential merger as an asymmetrical risk-reward opportunity that could consolidate the utility sector.

BioMarin Pharmaceutical, Inc. engages in the development and commercialization of therapies for people with serious and life-threatening rare diseases and medical conditions. Its pipeline products include Valoctocogene roxaparvovec, Vosoritide, and BMN 307. The company was founded by John C. Klock, Christopher M. Starr and Grant W. Denison on March 21, 1997, and is headquartered in San Rafael, CA.

Biomarin Pharmaceutical Inc. - Registered Shares

Biomarin Pharmaceutical is facing market volatility following mixed results in the Phase 3 ENERGY 3 trial for ENPP1 deficiency, which met one of two co-primary endpoints. The community is actively debating the company's long-term pipeline potential and management's strategic focus, with some investors viewing the current dip as a buying opportunity given the strength of the Voxzogo franchise.

Assertio Holdings, Inc. is a commercial pharmaceutical company, which engages in acquisitions, licensing, and mergers. The firm focuses on portfolio of neurology, inflammation, and pain medications. Its products include INDOCIN, Sympazan, Otrexup, SPRIX, CAMBIA, and Zipsor. The company was founded on August 7, 1995 and is headquartered in Lake Forest, IL.

Assertio Holdings Inc

Assertio Holdings is trending as investors debate the potential value of its Rolvedon commercialization and the company's recent strategic pivot, with intense discussion surrounding a pending tender offer from Garda Therapeutics. Community members are actively analyzing the deal's valuation, questioning the Board's decision-making process, and debating whether to tender their shares or hold out for a potential higher bid or improved terms.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and décor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is trending as investors closely monitor earnings and guidance for signals on the health of the U.S. consumer and demand in the housing sector. The community is intensely debating whether the stock is a long-term value play following recent volatility or if macro headwinds and interest rate pressures will continue to weigh on the home-improvement industry.

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Lithium Americas Corp. engages in the development of the Thacker Pass project. It is focused on advancing Thacker Pass to production it is located in northern Nevada. The company was founded on January 23, 2023 and is headquartered in Vancouver, Canada.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	-$0.05	--	--	N/A
Q1 '26	-$0.07	$0.00	100.00%	BEAT
Q4 '25	-$0.07	--	--	N/A
Q3 '25	-$0.05	-$0.83	-1657.25%	MISSED
Q2 '25	-$0.04	-$0.06	-56.87%	MISSED

LAC
Lithium Americas Corp

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