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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending following Jim Cramer's positive mention, which has sparked an intense community debate over whether it signals a genuine rebound or a 'Cramer pump,' as investors weigh the company's strong fundamentals against recent dilution and broader fintech sector volatility.

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 a major talking point as the community eagerly anticipates potential positive mentions of its groundbreaking cancer therapies during a significant national address, amplifying an already intense short squeeze scenario fueled by high short interest and promising clinical developments.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending as the bidding war for Warner Bros. Discovery intensifies, with Paramount Skydance submitting a potentially superior offer that triggers a crucial response window for Netflix. The community is actively debating whether Netflix will counter-bid, risking overpaying, or strategically walk away to receive a breakup fee and reinvest in its core streaming content amidst ongoing regulatory and political scrutiny.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending following its Q4 earnings, which revealed significant revenue growth but also wider-than-anticipated losses and substantial cash burn, fueling community concerns about its long-term path to profitability. Discussions are largely focused on the necessity for further capital raises, potential dilution from a recent share resale registration, and skepticism surrounding the impact of upcoming vehicle models.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is a top trending stock as rumors of a potential acquisition, specifically from fintech rival Stripe, fuel widespread speculation among the community about an impending bidding war from other major tech and financial players eyeing the undervalued payments platform.

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 after reporting strong earnings that included its first positive GAAP net income and a raised outlook, demonstrating its growth and proprietary AI-driven data moat. The community is actively discussing the company's market share gains against competitors like TTD, even as some question its price action amidst broader software sector sell-offs.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday Inc. is trending sharply lower after its earnings report delivered a disappointing fiscal year 2027 subscription revenue outlook and a slower pace for margin expansion, despite beating current quarter estimates. The community is actively discussing decelerating growth and heightened concerns about AI disruption within the broader enterprise software sector.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is actively discussed for its advanced GaN and SiC power platforms designed for next-gen AI data centers and 800V architectures. The community eagerly anticipates definitive, revenue-generating contracts from hyperscalers to validate its immense technological potential amidst current financial results and an unproven business model.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibre is trending after its latest earnings report, which showed robust revenue growth but also compressed margins due to heavy investments and strong competition from rivals like Amazon in Latin America, fueling a sharp community debate between short-term profitability concerns and long-term market dominance.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending after its Q4 earnings surpassed expectations, showcasing robust revenue growth and continued restaurant expansion, signaling strong performance despite a challenging economic environment. This has ignited a debate among investors, with bulls emphasizing its growth trajectory and appeal over competitors, while bears warn of its high valuation and margin pressures.

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Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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